$SoFi Technologies Inc.(SOFI)$The weak hands are selling. Nothing has changed in the business. 2026 earnings are looking strong according to Sofi mgt, and they are probably sandbagging. If the economy crashes, of course it's not a good thing, but remember that Sofi customers have high fico scores and are dependable payers.
$Dell Technologies Inc.(DELL)$ I don't know what DELL will do; it's one tech name that I haven't spent any time on but it becomes a question of how do you view the investment? Is it a trade, or something you view as a longer-term play on AI? If it's a short-term trade, what are your goalposts to decide where to exit if it's not working and where to take profits if it is? If it's a longer-term investment and you started a small position, when to add and (important) what % to allocate?
$Apple(AAPL)$AAPL is back to being no.1 in the world after rallying 11% in two days.After moving higher +25% over the past two months, Apple is now back to being the most valuable company in the world with a market cap of 3.4 trillion dollars. This means that Apple is now back to leading the indices but Apple is also retesting resistance. A pullback is definitely likely considering that trees do not grow to the sky, but the overall trend is simply clearly bullish!Levels to watch: $170, $215Keep your long term vision
$Marathon Digital Holdings Inc(MARA)$ i'd love to see MARA acquire HUT. 9.3K coins worth 627M alone at current prices with their MC only being 987M currently. What a steal for what BTC will be worth in 12-16 months. Ofc this deal wouldn't just be to acquire their BTC, they also with their 26.6 EH/s and 1.2GW under management. Would further help their build up of their vertical stack integration and getting away from 3rd party hosting. Might be worth a look
$CleanSpark, Inc.(CLSK)$ I sold my shares and took my 6% profit. No doubt you will make money if you buy here, but the opportunity cost is currently very high. So many tickers to make money on right now. Looking to revisit after they exhaust a much higher percentage of their offering. We have institutions and the company selling shares in to every rally. Too much headwind right now
$Grab Holdings(GRAB)$Profitability coming soon possibly next QR! That's huge. Everyone assumed it would take a few years. They are doing a great job with growth and managing costs. 98 Million share buy back too (out of the 500 Mil they mentioned last ER)
$Advanced Micro Devices(AMD)$GigaIO, provider of open workload-defined infrastructure for AI and accelerated computing, today announced that its flagship product, the 32-GPU single node server SuperNODE, is now shipping with AMD Instinct MI300X accelerators. MI300X series accelerators are designed for generative AI workloads and HPC applications. The MI300X’s massively memory capacity, combined with the SuperNODE’s ability to put 32 GPUs into a single server, allows users to accommodate and train larger AI models for data-intensive Generative AI applications - InsideHPC. comMark my words: Nvidia will remain as the gold standard (Mercedes Benz) while AMD will be better cost-effective alternative (Toyota) of this industry.
$SoundHound AI Inc(SOUN)$ Ever since I got in here last August I see the use cases literally everywhere. I think the bug untapped market is the corporate enterprise level market ... think about the ad hoc reporting capabilities! I believe this company's software could be like CRM in the corporate space where it will be integrrated with all teh existing systems for AI-real-time business intelligence.
$Trump Media & Technology(DJT)$ Is the FIX in? There is a VERY real probability that if Trump gets elected, he will be beholden to the New World Order's wishes. You saw what he did with untested vaccines. He could be their perfect duped President to user in the new AI revolution on HUMANS. Put a chip in your hand and forehead. No need to test it or look at the consequences. It is for your own good. His FOLLOWERS might just do that. His NEW religion will be AI based. Talk about chipping away or losing your Liberty. It will be totally GONE at that point. All AI has to do is turn you off and you cannot buy or sell. You have no credit or accounts to access. No driving or medical help. You are now a homeless individual living at the mercy of OTHERS
Tencent Holdings $TENCENT(00700)$received net purchases from southbound funds for nine consecutive days, with a cumulative net purchase amount of HK$5.357 billion, and its stock price rose by 9.63%.on April 25, active stocks in Southbound Trading (including Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect) traded a total of HK$14.001 billion, with a net purchase amount of HK$79 million.Among the actively traded stocks on the list on April 25, Tencent Holdings’ transaction volume through the Southbound Trading Channel was HK$4.263 billion, with a net purchase amount of HK$222 million. Not only that, the stock has experienced net purchases for 9 consecutive days, with a total of The net purchase amoun