$Vertiv Holdings LLC(VRT)$ The rise of artificial intelligence (AI) is creating massive demand for new data centers, and with it demand for the companies serving the data centers.Vertiv (NYSE: VRT), one such company, easily beat quarterly expectations and its stock is up 10% as of noon ET as a result.Strong results, stronger ordersVertiv makes power management and cooling systems for data centers and communications hubs. Heat is a massive issue inside data centers and inadequate cooling can limit how fast the centers can grow.
I closed my position on JD.com. $JD.com(JD)$ I made a profit of 15.88% (even with divi).Profits earned are redistributed between TLT and GOVZ (50/50).I originally had slightly different plans from JD.com, but things changed. While JD.com has made the aforementioned gains, GOVZ has fallen over 5% and TLT has fallen over 3% since I opened the position.So nothing has fundamentally changed, and I still think JD.com has the best chance of long-term growth. However, considering how much bonds have fallen, the risk/reward no longer makes much sense to me."be safe."
$MicroStrategy(MSTR)$ This stonks near bottom, but I'm thinking to cut my losses soon and rotate all into CLSK. But, if BTC recovers, this will start going up. Right now, miners are starting to move, which front runs a BTC increase.
$Coinbase Global, Inc.(COIN)$Next year Bitcoin will rise to 200,000 US dollars. With the halving of Bitcoin revenue this year and the US approval of the Discovery ETF, the bull market has begun... As Asia's financial center, Hong Kong has approved the first batch of virtual currency licenses and issued more than 20 virtual currency licenses. The issuance of fund exchange ETFs can be expected in the future...
$iShares 20+ Year Treasury Bond ETF(TLT)$ Looks like my predictions are all playing out as I accurately predicted. Bitcoin reached 90k, gold is near 2500 and sp is near 5500+. I also called the historic run on the semis and faangs. Called the collapse on financials, Chinese , oil and energy in 2022-2023. Like I said guys there’s absolutely no facts in charts, I predicted all of this before it even happened meanwhile clowns will make the call after the move. I increased my gold to 2750 and SP to 6000+, I’m calling bitcoin to 48k ahead. Be patient and let things play out
$Apple(AAPL)$In a technical analysis forecast that could signal a turnaround for Apple Inc., the charts are indicating a potential shift in momentum. The falling wedge pattern observed is suggesting a consolidation phase that could prelude a bullish reversal, aligning with the optimism surrounding the company's innovative trajectory.Technical analysts are eyeing a target of $180 by July 24, 2024, a notable ascent from its current position. This anticipated recovery to the $180 threshold represents a significant price movement for investors closely monitoring Apple's performance metrics.In the near term, traders and investors alike will be watching for signs of strength as the stock navigates through its current technical
$Tesla Motors(TSLA)$Tesla in trouble with expensive factories setting idle, negative growth, Yellin opening up China competition with low cost EV’s, lawsuits on FSD false advertising and settlements on FSD causing deaths. 1/2 trillion dollar company and the BOD accepts a part time CEO. Forget about Elon, the shareholders should vote every member of the BOD out.
$Intel(INTC)$INTC - Significant Financial Losses: The revelation of substantial losses in its foundry business and declining sales year-over-year paints a grim financial picture. - Delayed Projections and Milestones: The delay in achieving previously stated profitability goals and technological advancements likely erodes investor confidence in the company’s future performance and strategic direction. - Analyst and Market Consensus: The cautious or neutral outlook from analysts, including the specific mention of a lack of compelling reasons to invest in Intel stock until potentially 2030, suggests limited upside potential in the near term.
$Rivian Automotive, Inc.(RIVN)$Another down day today. Seriously, when did it close up last? 9 months ago, I bought in at $12.75 thinking that this was a long term winner. I have gone neutral because, at 67 years old, I have never seen a more manipulated stock and a more predictable one. It cannot sustain a gain and its streak of daily losses after 20-40% gains is always long and frustrating. As I said before, this will be the pattern until production is in the 200,000 range and major news comes.All the indexes finished up. Since 12/29/23, Rivian has finished lower every single day except for one day. I'm afraid the downward spiral is going to gather momentum if the Company doesn't come out and say some
$iShares 20+ Year Treasury Bond ETF(TLT)$ in my opinion the points are the following:1. Inflation was worse than expected. If bond and stock prices are based on expectations, then they are too elevated. 2. A chart shows that inflation after falling is now stable ~ 4% and not falling. 3. Gas prices are now rising, maybe because of the middle east tensions, so no core numbers may be worse next month. 4. Shelter prices are stubbornly high and it will not come down.5. So are car insurance premiums. Please explain how the Fed can cut rates when inflation is almost twice the stated goal of 2% and the Fed rate is ~ 1.25% higher than inflation, and it has to be higher than inflation to decrease inflation.