$Taiwan Semiconductor Manufacturing(TSM)$What people really don't realize yet is how big RAMP-C will be for intc $Intel(INTC)$ and the US. EVERY chip deemed vital for national security will need to be built via Intel Foundry under RAMP-C. Doesn't matter if tsm has US factories, they are not American and the biz goes to Intel.
$ARM Holdings Ltd(ARM)$A load of people don't know how to work out pe ratio. this company has 1020 m shares. Trailing earning is 270m but fiscal 2023 earning is almost 550m. Give the benefit of the doubt at 550. so earnings is around 0.5 usd. But arm reports non gaap earnings which is somehow 4 x higher than gaap earnings. 1.3 usd. The pe ratio is 50-200 depending on what metric you look at for a price of 90 usd. Nobody questions arm's deviantly high non gaap earnings. but the pe ratio is NOT 1000+ like is being mentioned
$Microsoft(MSFT)$I purchased a bull that I had been wanting to purchase for hedge defense purposes. M3F3 is 3xbull. I sold 80% of my bear positions and plan to lightly add bulls with this cash. After seeing the earnings announcement on the 25th, if it rises, we will make catch-up purchases, and even if it falls, we will lower the average during the market. It's just my hope, but if it drops by about 10%, I think the discount competition will be fierce with everyone trying to buy it.
$NVIDIA Corp(NVDA)$The AI gold rush has now cooled. Too many earnings from associated comps have not delighted - so traders have become sceptical. Irrespective of how good Nvidia is - and I believe it is very good - it will lead the downdraft - which it did.The question is now what makes the traders turn back upwards - they need a catalyst. Important week on the earnings calls from Alphabet and Microsoft - if they indicate gung-ho on AI with ongoing capital spend - that will be an initial tinder burn for the fire to get going.Will the traders go gung-ho - no I don't think so. Ongoing inflation at this level, with associated rates and yields, moves money away from the market to bonds. They also want to see solid earnings
$CleanSpark, Inc.(CLSK)$This "attack" is nothing. No real damage done and now Israel has saved face. This was the shakeout, fakeout that many expected, and this initial news ripped the bandaid off of so we can proceed with go time.Tomorrow we will be back to 63K or 64K or even higher. Watch and see! This is the FINAL DUMP before the REAL BLAST OFF! JUST BUY!!!
$Amazon.com(AMZN)$So far AMZN has been a good choice to hold, this week I’m sure including myself AMZN is a colossal disappointment. My own decision is to hold for ER and hope for the best. Greed is not in my DNA so if post ER AMZN recoups to $188-$190 I will be relieved. If earnings do not lift the stock price then it’s one day at a time decision making. Obviously I’m hopeful for the best.
$Amazon.com(AMZN)$Sorry, Jeff likes his Billion dollar toys too much. He recently purchased a second, “Super Yacht”. The companies massive donations to Democrat candidates also uses up a lot of money. Do your own research, but find a profitable business that pays a nice dividend.
$CleanSpark, Inc.(CLSK)$We need hugs not wars but CLSK will get back up once the situation calms down. The entire is in a FUD but don’t let the big boys take all of your bags. If there’s war then inflation will follow and BTC is the best against inflation. We’ll see I guess. I can’t speak for you since I entered early but I’m hodling for now.
$联合健康(UNH)$You had the chance to buy $UNH at a rare price level during the last two weeks. Today, the stock is up +6.5% on a solid earnings report and might not revisit these lows. From time to time, quality companies offer good price entries on seemingly bad news, I like to take advantage of that.
$三倍做多富时中国ETF-Direxion(YINN)$A bit of short covering in the a50 futures without much follow through in the spot. Shanghai comp dips below the closely watched 3K levels before making a quick recovery. Easily gave up the 3K levels before being propped up.