$Taiwan Semiconductor Manufacturing(TSM)$TSM,one of my favourite companies. Catbird seat as actual manufacturer. NVDA gets all the press but they are the designer-they have TSM manufacturer. When the Fed finally lowers rates this should boost share price .
$Taiwan Semiconductor Manufacturing(TSM)$TSM isn’t design, they’re manufacturing and have 70+% market share. Once the fabs in AZ, Germany, and the two new ones in Japan are complete and debt is paid, they’re going to be raking it in.Best run business of them all.
$NIO Inc.(NIO)$guys with all due respect,firefly would kill it in Europe with its own swap station. It's small, cheap, and has a battery swapping. which other companies has that?!this is my real catalyst. Everyone knows that the most profitable car companies are these that aim to the border market...think about it... and have fun with your investment :) GL tmr guys, holding 5k.
$Palantir Technologies Inc.(PLTR)$market is totally rigged. We know Sept is always a poor performing month but on its first trading day it tanks big time before any data is released. It’s not supposed to be played on a time clock. Selling everything I own and never coming back. I won’t play in a game that’s 100% rigged.No SEC ever heard from. Criminal. I’ll put my money somewhere else. Good luck.
$Micron Technology(MU)$ Micron Technology: A Rising Star in the AI Chip Sector with Sold-Out Production Until 2025. Revenue surged by 81% YoY, reaching $6.8B, and profitability has returned. Analysts project a staggering 700% EPS growth for fiscal 2025, signaling a massive turnaround. With demand for AI-driven memory and storage solutions skyrocketing, Micron appears to be strategically positioned to capitalize on this trend. The company's focus on innovation and its ability to secure key partnerships in the AI space make it an enticing prospect for long-term growth. Is Micron the undervalued investment opportunity you've been waiting for in the booming AI market? The answer may well be yes—considering its current valuation, this could be the time t
$Micron Technology(MU)$ the analyst adjusted his numbers for next quarter in November. I was comparing Micron’s guidance for this quarter to see how much revenue would need to increase to hit the analyst’s $8.49B, which is about $1B. Assuming MU hits this quarter’s number, I think MU will hit that November guidance number fairly easily. HBM will likely be $600M+ additional revenue , and DDR5 price increases were higher than expected.
$Marathon Digital Holdings Inc(MARA)$$CleanSpark, Inc.(CLSK)$ I completely sold out of MARA for CLSK a few weeks ago. Of course I had to compare the two after I did this and MARA was (right on cue of me selling) doing better than CLSK but I think it is break even now for me.
$Alibaba(BABA)$BABA is showing signs of a potential bounce in the Hong Kong market, and the $79 level in the U.S. has proven to be a strong support area. The last two times it touched this level, the stock bounced back sharply, so I'm expecting a similar reaction in the coming days. This support zone could offer a solid entry point for those looking to capitalize on the rebound.
$Chewy, Inc.(CHWY)$ I believe the Lying Kitty caused a hyper inflated move in the stock price here that wont' be supported with their financials. I'd imagine consumer crunch may cause them to pull away from online ordering and settle for cheaper options. Could be wrong but definitely think this is perfect storm for a ER sell off.
$NIO Inc.(NIO)$The puny dips are not worth the risk. If you dont know where NIO stands, don't expect a chart to tell you. The big boys are done with penny trades on the bottom. They need to make the scant 16% of shares they have start bulking up for their investors. They know retail wont let go at this phony price.