$Apple(AAPL)$I'm agnostic on valuation. I don't think we can say that because AI hype all of big tech will reset, though it is possible. But the thing is corrections are always possible, and whether big tech deflates significantly when AI dreams of monetization are revealed as pipe dreams isn't a sure thing. It all depends on money flows and alternatives as seen at the time. Anyway, I'm holding all my AAPL and I'm not concerned even if a reset happens.
$Marathon Digital Holdings Inc(MARA)$Trump is on record stating he will lower the cost of energy, BIGLY. Now, imagine what will happen to miners and MARA whose principal cost of operation is energy-derived, if Trump acts on his commitment. Profit margins go 🚀 even in a flat bitcoin market. Now, imagine bitcoin also goes up...we have parabolic price action coming in 2025. We are early. Few.
$NVIDIA Corp(NVDA)$NVDA's success, will never be contingent upon who happens to reside at 1600 Pennsylvania Ave. This is, because extremely credible Analysts, and many peoples educated opinions, to be blunt, certainly know it's the success of the company, & the stock which will be contingent to Investors being recipient of consistent and large GAINS . I hope AMD's $Advanced Micro Devices(AMD)$ miss, is viewed from the perspective, in terms of taking market share from AMD, and NOT the usual "generic chipmakers WOULD LIKELY CONTINUE TO MISS, BECAUSE THE BAR IS set TOO HIGH". NVDA $162 likely before Christmas Eve.
$NIO Inc.(NIO)$If NIO enters the taxi market, their battery-swapping technology will be a definite game changer. Just imagine: with smart driving and quick battery swaps, taxis could run almost 24/7 without interruption. That's incredibly efficient! While others are still waiting in line to charge, NIO's cars can simply swap out a battery and hit the road again. What a time saver!
$Alibaba(BABA)$It seems like they’re making every effort to keep Alibaba’s stock price below $100, likely because short sellers are feeling anxious about potential gains. I believe the fair value of the stock is actually above $250, and with the anticipated stimulus package, we could see the price rise to $500 within the next two years.
$MicroStrategy(MSTR)$ When is MSTR going to buy more BTC? I've seen thoughts that when it gets added to the NASDAQ 100 the market cap could go up by over 500 million allowing Saylor to leverage more shares to buy BTC. Any thoughts here?
$Alibaba(BABA)$ From the perspective of a company's competitive moat and operational stability, Tencent $TENCENT(00700)$ undoubtedly performs better. However, Alibaba appears significantly undervalued, and its cloud computing and AI divisions hold substantial growth potential. Moreover, by investing in these two stocks, I can indirectly support several promising domestic AI startups.
$Tesla Motors(TSLA)$ i would avoid dip buying today tbh unless you see this get to 255. There was a lot of conditioning last week and calls paid huge. The rally at end of day was telling as well as how options opened up this week. They used fomo and momo to surge again big volume to 273 area. 10 pts above the highest call level. Causing mad rush of calls like no other. They can pay one week with another. We overextended and they executed the perfect surge that I knew was coming. Saw the volume at 273 on 2 bars and saw enough. We shall see. Easy escape if wrong. Conditioned dip buying also helps limit shorts they pay as most shorts get so gun shy they either stay out or cover after a couple pts. Anyways do
$MEITUAN-W(03690)$ Meituan has been deeply involved in the food delivery sector for years, and when it comes to the current instant delivery business, Meituan holds several competitive advantages:User perception: When people think of getting something delivered to their doorstep within 30 minutes, Meituan is the first name that comes to mind.Synergy with existing services: Meituan’s food delivery, Xiaoxiang Supermarket, and instant delivery services all share the same delivery system, which not only reduces costs but also ensures efficient fulfillment.Deep expertise: Meituan has spent years developing infrastructure, such as front warehouses, lightning warehouses, and an expansive network of delivery dri
$Amazon.com(AMZN)$Tesla $Tesla Motors(TSLA)$ up 8% after hours on marginally good earnings. If we report great earnings no reason we should be up the same. Last ER was fantastic but missed on sales by .5-%. Let’s see how we do this time. Analysts love to always keep expectations high on Amazon.