$Microsoft(MSFT)$We are not currently winning. Although there was a 4.57% gain, we also experienced a 2.45% loss, resulting in a net gain of only 2%. This falls within the realm of normal daily fluctuations.During their entire discussion, they focused solely on AI, without mentioning existing technologies. There was no mention of the significant upcoming extensions support for Microsoft Edge on Android. (ublock origin and many other extensions)The PE ratio remains quite high. 417 share price is still far below the all-time high of 430. $Alphabet(GOOG)$$Alphabet(GOOGL)$ ’s recent gains can be attributed to its buyback program, announce
$New Oriental Education & Technology(EDU)$Wow, it's crazy how New Oriental's earnings are booming, but their stock price is tanking! I mean, what gives? It feels like the market's not even paying attention to their good news. Personally, I think it's a bit of an overreaction, but who knows? The stock market's a wild ride sometimes!
$Meta Platforms, Inc.(META)$ByteDance could sell TikTok. And if it does, the app might not ever leave the U.S. market, leaving the competitive landscape unchanged. This possibility is quite realistic. For example, former Treasury Secretary Steve Mnuchin is already assembling a team of investors to buy tik too if it goes up for sale.In summary, Meta Platforms' shareholders shouldn't celebrate yet. The bill hasn't completely passed yet, ByteDance will have about a year to weigh its options, and TikTok may never disappear in the U.S. anyway if it's sold to a party that can keep it running.Watch the 390 support on any 'breath' of decline in ad revs. Good luck.
$ARM Holdings Ltd(ARM)$These kinds of stocks are like the ultimate hype machines, you know? They're the ones that get everybody else in the tech world drunk on that "next big thing" vibe. Like, seriously, the only reason anyone's eyeing ARM now is because they're hoping some other poor soul will come along later and pay an even crazier price for it! It's like a game of financial hot potato, and nobody wants to be left holding the bag when the music stops. But hey, if you're into that whole "buy low, sell high" mantra, maybe there's a chance to cash in before the bubble bursts. Otherwise, it's just watching the stock market turn into a high-stakes casino, and who needs that kind of stress?
$Intel(INTC)$ Year 2045: Intel is breaking out today. The stock price has risen to $35 after a one for four reverse split. "We think that there is a chance, however slight, that Intel may go as high as $35.50" from sources who would love to remain anonymous.We may as well joke about it guys as it looks like we are going to be waiting a long time for this laggard to move. 😜
$Mobile-health Network Solutions(MNDR)$Thank God! I sold and went short on MNDR! I'm seeing red all over the charts and expecting even bigger losses soon. Good luck to the longs, but now I'm on the short side and feeling confident. I don't trust this stock's rally and believe it's headed for a fall. Stay vigilant, friends, and don't get caught up in the hype. I'm sticking with my short position on MNDR.
$NVIDIA Corp(NVDA)$ If you understand the concept of an "API", CUDA is an API for the chip.If you understand the concept of "firmware", CUDA is the firmware, like in routers.Basically, CUDA is a library available on top of the basic chip. The library is not the application. That's why CUDA is part of the chip, not of the AI.Anybody can write CUDA, it is not that big a deal.The "Software ecosystem" is like the Router Control Panel on your PC from where you can turn the router on/off, reboot it for problems. It is stuff that's nice to have, but not a big deal.Whoever thought of the $Cisco(CSCO)$ analogy, hit it on the head. Just like Cisco routers have firmware, AI chips have CUDA
$MicroStrategy Incorporated(MSTR)$ Why MSTR going down everyday?Well, tough question. No real buyers at this premium and BTC down as well. There was a lot of hype around this and it ran to 1999. When people stood back and looked at this from a financial and not an emotional view point it is finally moving to where it belongs. Currently it is useless and pure speculation.
$Bank of America(BAC)$ The problem of Bank of American infamous investment in buying 1.2 % term 20 years of Treasuary Bonds are about $350 billion~$400 billion dollar and most of the investment money come from short-term deposit money. Now only worth about $100 billion or lesser in Bonds Market value now when 10 year Treasuary Bonds reach 4.7%. Though no selling no loss, but keep them come due after 20 year. The infaltion will keep near $400 billion investment Zero, not to mention the loss of oppturnity cost loss. And $Goldman Sachs(GS)$ buys all of $SVB Financial Group(SIVBQ)$ 's about 60 billion bonds which is also 1.2% for 20 years at
$MicroStrategy(MSTR)$Wow this MSTR could implode from here, 140% gains thus year, when Bitcoin only up 40%..!It sounds like a v good idea, given the 40% rise in Bitcoin in 2024, even after Saturday's slide, and 150% rise in MicroStrategy, a dubious leveraged play on Bitcoin, where Evengelist Saylor talks of Bitcoin going to a $1 million in short order, while he sells MSTR en masse. I'm booking my gains on BTC. And I'm selling my MSTR first thing Monday! this is just too crazy risky for me. Bitcoin still up 40% this year, even after Saturday's slide... I believe it could correct a LOT more next week, as all the exuberance of halving evaporates... I reckon I'll take my 40% this year, and 140% on MSTR and stay out for now.