$Taiwan Semiconductor Manufacturing(TSM)$A MSFT $Microsoft(MSFT)$ miss will just lead to a 1-2% fall that won’t hold. Semis are still going to report strong. They are working at max capacity and unlike TSM other semis haven’t had any problem this quarter. They will help the market recover from any other earlier earnings problems
$Taiwan Semiconductor Manufacturing(TSM)$$Tesla Motors(TSLA)$$Boeing(BA)$ The significant surge in stock prices following quarterly earnings reports is intriguing. Contrasting with the sharp declines of NFLX $Netflix(NFLX)$ and Taiwan Semiconductor TSM after their earnings announcements last week, it seems the market sentiment has shifted. It's moved from "good, but not good enough" leading to declines, to "bad, but not as bad as expected" prompting gains. The treasure hunt in the market never ceases; Mr. Market's style is always evolving, and what you need is to adapt to it. change your strategy
$Intel(INTC)$I think Pat needs to get kicked out at Intel. His time has come and gone. Its been over 3 years now and the stock is lower than when he came onboard while the markets have raced to all time highs.He is way too slow at making hard decisions. His brain is no longer valued at Intel.
$Spotify Technology S.A.(SPOT)$Just Sold Short a bunch of SPOT shares based upon the serious over-reaction to the earnings report that just came out. Yes, SPOT has turned a profit, but it is still very seriously over-valued and faces extreme headwinds going forward. An 8+% upside move on this earnings report is entirely unjustified, and as we get closer to market open I STRONGLY believe SPOT will lose all of these pre-market gains and even turn Red in the day.
$NVIDIA Corp(NVDA)$No one sales a leader with exclusive competitive advantages. NVDA has intellectual copyrights on some chip technologies no other competitor has. AMD $Advanced Micro Devices(AMD)$ is a fair challenger but way behind. Countries and companies are lining up to get NVDA chips for various uses (defense, Clouds, AI, Big data..) . Their backlog orders extend for years. Don't sell the AI boss, buy more instead.
$Amazon.com(AMZN)$Amazon wasn't as aggressive with its AI-centric PR and didn't tell the world and its stock holders that its revenue hinges on AI, unlike other companies whose overvaluation was proportional to the AI hype. It proposed AI more as an efficiency measure. Therefore, even if the AI bubble "bursts," Amazon will be less affected
$Amazon.com(AMZN)$Green Red Green Red feels like a roller coaster ride on a daily basis. AMZN was $155 a share on January 11 2024, today we are fluctuating at $184 thats a $29 per share gain in approximately 3 months, in keeping with this pace AMZN at year end will be $254 a share. I will be very happy with this number at year’s end.
$CleanSpark, Inc.(CLSK)$I personally believe BTC is going down on halving, as it always has. Initially, I thought 53k would be pullback a month ago, and still think at least that. I believe those in control want as much as possible before it goes ballistic parabolic, and have been actively holding it back causing this possible pullback, but it won't last long,
$高盛(GS)$The problem is that, in today’s environment, the markets don’t have any reason to go up. You see? It’s not like they need a reason to correct, it’s more like there is no reason to go up i the first place. The markets are totally disconnected from the reality