$Alphabet(GOOG)$It’s hard to pick. amzn $Amazon.com(AMZN)$ has fantastic growth aws and ads are beast businesses. metas $Meta Platforms, Inc.(META)$ growth is incredible, but I’m a bit concerned over capex and reality labs. msft $Microsoft(MSFT)$ azure might be the best cloud and for ai to service enterprise it’s tough to beat. Goog still dominating search, YouTube up and gcs just turned profitable. Google FI mobile connection prices increased in this month. YouTube tv and YouTube premium subscribers also in line to increase price in this qt. This will add more revenue in coming QT’s aapl
$Marathon Digital Holdings Inc(MARA)$Start letting longs know tonight.. to be ready to buy immediately when results are released after the close tmrw. Short are more likely than not - going to try their earning release tactic.. of releasing a short spike down- the second their are released (before anyone even has time to look at them).. attempting to shape the narrative.. or at the very least, create a temporary sell-off or confusion in order to slow momentum... But in Longs by the dip as it's happening, we can cut it off at the kneez- or shape the narrative with an "immediate or fast reboundWe all know earnings is a BEAT but its all about guidance and price of BTC.X which is somewhat looking decent if this is a pullback
$SENSETIME-W(00020)$Very few people use RSI to analyze stocks nowadays. Today, we're seeing a bearish divergence at a high level, so it's advisable to exit the market. Come back when it goes down 10%. This wave is unsustainable, after all, it tripled within just 10 trading days. Even with the brightest prospects, it's impossible to shoot straight up
$Tesla Motors(TSLA)$There's a lot of uncertainty here, even if FSD gets perfect, I'm not sure how that moves the needle exactly. I mean it would be nice to have a car that drove itself, but it is not necessary, obviously, as we all get along with a certain amount of carnage driving ourselves. And there's going to be a significant amount of cultural propagation time before people accept that FSD is perfect, and then things might start changing. Question is will other companies take the same AI approach as Tesla and produce something similar relatively quickly considering that Tesla took less than a year to produce FSD at its current state once they adopted the AI approach? Eventually autonomous driving will dramatically c
$JD.com(JD)$I own Chinese stocks because I’m not closed minded. I see the strength in a world connected by business and investing opportunities. I want to see success everywhere regardless of what country you live in. Don’t listen to the haters. Some of these gems might allow me to retire early.
$Taiwan Semiconductor Manufacturing(TSM)$OK...so Google $Alphabet(GOOG)$ and Microsoft $Microsoft(MSFT)$ did great in Q1, and their stock prices are flying now. TSMC also reported a great quarter last week, so WHY did its price tank so hard after the earnings report??? I'll never understand the totally illogical way this market functions!
$Microsoft(MSFT)$META $Meta Platforms, Inc.(META)$ beats earnings ests both top and bottom, and the "bad" guidance is that: "Meta says it will see second quarter revenue between $36.5 billion and $39 billion, falling short of midpoint estimates of $38.24 billion." So guidance isn't really very far off of estimates - and market pummels them, LOL. Msft's earnings need to be perfect - it is ridiculous. The market is stupid right now. It is going to be red today. I just hope it stays red all day and through closing BECAUSE that is a good sign ER will be great AH. I am buying calls for mid May and June.
$Riot Platforms(RIOT)$Just the beginning. Riot took more market share of the hash rate as older mining equipment around the world has to shut down. Small little players can’t keep up. Riot is positioning itself to be the most efficient player by far. Only two locations to manage. No debt. Cheap energy in Texas. They get paid millions by the state to curtail mining on the fly for brief periods when energy needs are spiking. That is why the cost to mine is so cheap. They’re here for the long haul. Win win. Someone will definitely pay big money to buy them out if bitcoin keeps going higher.
$Microsoft(MSFT)$MSFT AI and many products & services (too many to list here) to generate revenue. MSFT great growth potential, and under-valued. Buy more to keep multi-yrs. Be patient. DON’T SELL. MSFT rises up sharply soonI think MSFT is overdue for its 10th stock split. It's been 20+ years! since the last one. Either 4-1 or 3-1 is fine with me. Whether it's rational or not, share price usually rises after announcing a split.