To The Moon

$Intel(INTC)$ The smart shorts are long gone after making some good money. Classy of them to move on instead of hanging around to say I told you so. The trick is to sell short before the drop or buy before the run up. The few shorts that have stayed around are likely $Advanced Micro Devices(AMD)$ employees I imagine who are overly eager for Intel to do poorly. For the past several years Intel has been behind, both in products and manufacturing. Surely smart money sees that current stock price and product reviews are very different today than they were even six months ago. I understand the “wait and see” attitude, but selling short today seems foolish. [Sweats][OMG][Cry]

$SoFi Technologies Inc.(SOFI)$ To everyone who thought SOFI would squeeze, you’re going to learn the lesson we’ve all learned the hard way.SOFI always sells off as soon as it starts to run. There is no different.Today they will cut rates .25 and the market will sell the news.Not only that, but they will sell harder because they are expecting .50 and are only getting .25SOFI will be $7 by the end of the week if not lower. It will take YEARS of profitability before this stock ever takes off. [Great][Great][Great]

$PDD Holdings Inc(PDD)$ Dollar General and Dollar Tree, US discount retailers lost 43 and 53% of their value this yearMost of this is attributed to Temu riseIn only 2 years Temu has reached estimated $40bn sales (parent co $PDD does not disclose)Temu fortune was built on shipping directly from China to consumer. Eventually law maker will step in to try to slow them (but how do you check 1 million packages a day remains to be seen)In the meantime Temu is adding more local shops to deliver from US (or EU)This could also pose a threat to $Amazon.com(AMZN)$ . Not existential but could further reduce ecommerce margins. And Amazon will push more on cloud and advertisement to find growth

$Intel(INTC)$ Even though the semiconductor market is booming due to artificial intelligence (AI), revenue was down to $55 billion over the last 12 months; it was close to $80 billion a few years ago.Free cash flow looks even worse. It was a negative $12 billion over the trailing 12-month period and has been negative for close to two years now. For the 25 years prior, Intel had always generated positive free cash flow.[Sly][Sly][Sly]

$Alphabet(GOOG)$ This is the part when everyone calls GOOG a bad stock or says it has slow growth because the stock is down 22% 🔴 so far.It's a great company, and I would love to see a cheaper price, but in the long term, you can make a lot of money.[Happy][Happy][Happy]

$Trump Media & Technology(DJT)$ Pretty funny commercial this morning featuring Obama roasting Trump for whining all of the time and obsessing on crowd size. Spot on. The Kamala commercial where she says “ Bidenomics” is pretty funny as well. They must have comedians on retainer. Although, Trump could easily do stand up comedy if he ever needed a job.[Lovely][Lovely][Lovely]

100? 200!!!!!!!!The weight loss pill war is heating up with a new player entering the arena! VKTX-2735 is rocking it with its amazing safety profile and clear dose response. This means there's room to up the dosage for even better weight loss results! Can't wait for that! $Novo-Nordisk A/S(NVO)$ Sales of Semaglutide have already hit a whopping $21.01 billion! $Eli Lilly(LLY)$ Tirzepatide sales reached $5.163 billion in 2023. If VKTX-2735 can grab just a slice of that market share with its dose response, easily taking $15 billion, its current market cap of less than $10 billion is a total steal! It's like $Viking Therapeutics(VKTX)$ hitting

CHIP STOCKS for SURE!!! By 2026, $NVIDIA Corp(NVDA)$'s GPU orders will peak at 750 units and then growth will begin to plateau or slow down. Many argue that Nvidia's gross profit comes from the CUDA moat, but in reality, it largely stems from the $Taiwan Semiconductor Manufacturing(TSM)$ CoWoS production bottleneck. When CoWoS is no longer a bottleneck and other companies can access production capacity, many things could change. In the era of large models, the CUDA moat may not be as deep as imagined. Without chips, where does SaaS come from?

Not sure it will hit $2K or not this week, but in the long term, $MicroStrategy Incorporated(MSTR)$ gonna meet 5000.According to Standard Chartered Bank, Bitcoin is expected to reach $100,000 by the end of this year. Research firm Fundstrat has set a target range of $116,000 to $137,000. Hedge fund SkyBridge predicts that Bitcoin will reach $170,000 by April 2025. Crypto asset management company 3iQ has set a base target of $110,000 for Bitcoin in 2024, rising to $140,000 the following year. Additionally, the company has a more aggressive forecast, with Bitcoin reaching $180,000 this year and $450,000 by 2025.MicroStrategy currently holds 200,000 Bitcoins, with a market value of around $90 billion, corresponding to a sto

$Tiger Brokers(TIGR)$ Trend reversal alert! Small platforms breaking through, HangSengTech's bull is on fire! Staying firm on the long side. 📈🔥