$Snap Inc(SNAP)$On Tik Tok, my understanding is that the pending legislation will force divestment within a period of time, only after which the company would be forced to cease operations in the US. And so ultimately, I think Tik Tok in one form or another is here to stay. I think the chances of it simply disappearing and then SNAP rising like the phoenix to take its place in the hearts and minds of teens and 20-somethings is near zero.And financially, there just isn't much to like here. There's enough cash that if they trim expenses they should be able to keep going for a few years, but it's hard to see a bull case. What they need is a buyout.
$Microsoft(MSFT)$this won’t age well. Temporary dip under $400 maybe to trap bears, but this is sitting at very strong support. Because I believe in never say never, a dip to the 200 during the session or ah, they’ll make any excuse to drop it so they can load up, would be absolutely insane buying opportunity .. Any increase in AI revenue and usage will send it ..
$ARM Holdings Ltd(ARM)$arm tested the gap successfully. Looks safe for the moment. Remember this is a trading vehicle for me. Impossible to make a case for a LT position here with the insane multiples it carries. granting point 2 bottomed then possible v-bottom for a point 3 rally.
$Riot Platforms(RIOT)$Investors who do not believe in Mining stocks , should not be watching this board. And those who does, RIOT is right now very well placed and the SP is the cheapest with the halving already factored. From here it will drastically rise for at least another 4 years until next halving. GL
$CleanSpark, Inc.(CLSK)$CLSK already has one of the most efficient miner models out there. They’re prepared for the halving in this regard so selling a lot of stock is not their only option.All businesses need to grow so their expansion is expected and welcomed.They can sell some of their BTC, if needed, for any further expansion and don’t necessarily have to issue more stock or at least not as much as all the other miners. CLSK has good management, in my opinion, and they’ve made great decisions thus far.Long CLSK.
$ASML Holding NV(ASML)$Be more objective and realise that a PE of now 42 can only be justified by a company that is growing reliably at about 20% a year, revenue and profit. It doesn't get away with having any down quarters or flat years. ASML has just had a down quarter and Q2 will be the same or worse. Q3 and 4 may make up for that to make 2024 flat to slightly negative overall.But that is a PE= 15 to 20 stock, not 42.So think yourself lucky if after Q2 ER ASML is still over $500. I am looking to buy at $620 or less as that gives me a 10% annual return to 2030 where the stock could hit $1000Some covered calls might be in order at this point.
$CleanSpark, Inc.(CLSK)$Sold near the top on the run up. It’ll obviously plummet, but it’ll provide a perfect entry point. BTC halving will occur, nothing will really happen, everyone will forget about it and in 6 months BTC will be at 100k at which point CLSK will be in an excellent position. The smaller miners will fail and be absorbed by the bigger ones like CLSK. Buy shares and sell covered calls way out of the money to collect premium while you wait.
$Trump Media & Technology(DJT)$I’m an investor for 35 years, I’m not into politics. I’m 💯 responsible for my life and investments no matter who is in office. I just try to state the truth. I’ve seen many young novice investors throw their money away on pennies, and meme stocks without knowing what they’re doing, just on their obsession of possibly getting rich quick. You can call me whatever names you want and attack me for my negativity towards this stock; I just hope I reach a handful of the novice investors and they take a step back and look at what their actual goals are. This company has reported a $58 million dollar loss; the company has stated that they will incur losses for the foreseeable future, they had a m
$Advanced Micro Devices(AMD)$Well, what a drop (below previous ATH of $164.46)!My guess is, depending on if corrections on Naz just started?And if it is, Amd could drop below $100.So far, Amd had promissed too much with no actual sell numbers to back them up!We need that, Dr. Su!Don't be shy to double AI revenue to $7B+ for this year!
$微软(MSFT)$ stock failing to break and hold $430 level and making a pull to the downside. Lost support at the 50 day moving average and then tried to get back above it and got rejected. Looks like we’re headed lower. looking for puts below $410 for a move towards $400 and $396 stronger support level.