$ARM Holdings Ltd(ARM)$Arm is an established company but relatively new to the public markets and the AI data-center market, with the bulk of its revenue still coming from smartphones. However, more Arm-based chips are gaining in popularity in other devices due to their energy efficiency, which is a key concern for AI applications. The growth of $NVIDIA Corp(NVDA)$ 's Arm-based CPUs, along with the prospect of more Arm-based PC chips coming in the next year for AI PCs, could provide further upside.
$Palantir Technologies Inc.(PLTR)$Despite very volatile market situation seen in the last 3 weeks, PLTR has been very strong. There were a lot of disruptions for a solid rally. Very negative macroeconomic news one after another! I think we are out of the woods now marching towards strong earnings report. I am very confident the earnings will beat top and bottom by a long way. Commercial customers will make it a success.Congrats to patient longs…. Buy the dip, hold for long term, to reap mucho moola. Shorts should be closing positions, immediately.
$NVIDIA Corp(NVDA)$Just listened to the great $Microsoft(MSFT)$ ER call and basically a repeat of $Meta Platforms, Inc.(META)$ . Their only constraint in their AI growth is only limited by how many Ai (NVDA) chips they can buy. They like Meta would buy everything they could get their hands on. I will listen later to a recording of what $Alphabet(GOOG)$$Alphabet(GOOGL)$ said but I’m sure it’s the same. Damas y Caballeros what we are witnessing is an all out AI War with NVDA arming all sides. An incredible stock to own at this time and place. Consider
SMCI would be directly benefiting with increasing AI spend!
$SUPER MICRO COMPUTER INC(SMCI)$Is $Meta Platforms, Inc.(META)$ a customer of SMCI?Yes, there is strong evidence that Meta (formerly Facebook) is a customer of Super Micro Computer (SMCI). Here's what we can glean from several sources:Analyst reports: Financial analysts following SMCI frequently mention Meta as a significant customer, even estimating Meta's contribution to SMCI's revenue at around 20% [multiple sources].News articles: News articles discuss Meta's substantial investment in AI hardware, which aligns with SMCI's core business of providing server and storage solutions [multiple sources].While SMCI doesn't publicly disclose its customer list, the weight of this evide
$Palantir Technologies Inc.(PLTR)$While top-tier billionaires were busy selling shares of $NVIDIA Corp(NVDA)$ in the fourth quarter, they were eager buyers of two hypergrowth companies with AI ties. The first of those two is data-mining juggernaut Palantir Technologies (3.19%). Per 13Fs, four successful billionaires purchased shares, including (total shares purchased in parentheses): Just out. Better buy like crazy.Enjoy the ride up and wait for the pay day to come.Mental Health Summer GIF by Cup of Color
$SoundHound AI Inc(SOUN)$i’m bearish short term. but Bullish long term. i need to see results before gambling on this stock. long term gains on earnings year over year will make me jump in. $NVIDIA Corp(NVDA)$ before it was listed and has taken a position in SOUN, Nvidia will buy out SOUN at some point with pocket change cash deal Buy accumulate hereRecommendation has been made and they will start working on a couple of new industries that is not in their customer list at present time, however these new industries are much larger than, restaurants and automobiles in everyone’s daily use, but they are operating with outdated methods.I would want them to continue suffer up to my $
$Alibaba(BABA)$$Alibaba(09988)$Hey, I was all set for a rebound last week, but this TikTok news over the weekend really threw me for a loop! It's like, every time I try to make sense of the market, something new comes along to mess it up. Technicals are supposed to be our guide, not all these headline-grabbing news stories. I'm guessing Baba might test those old support levels around 70.3-71.5, but after that? Who knows? I'm just as clueless as the next guy. This market is a maze, and I'm just trying to find my way out. Let's see what happens next, eh?
$MEITUAN-W(03690)$$MEITUAN(MPNGY)$Meituan's daily progress is truly inspiring! It's great to see them bouncing back in the afternoon or overcoming weekend risks. On Monday, I'm hoping for a high open and then selling off some shares for a profit. But if there's a dip, I'm ready to buy more. This roller coaster ride is exciting and I'm enjoying every bit of it! Meituan, you're doing great and I believe in your future. Keep up the good work and let's see how high we can fly!
$NVIDIA Corp(NVDA)$There's no other stock I'd put my money on. This company is like a safe haven in the crazy stock market. They're always staying ahead of the competition, innovating and killing it. And when the price goes down? That's when you buy more, baby! Don't be scared, be greedy! NVDA is going to make you rich, I just know it. So trust me, put your bets on this one and you'll be smiling all the way to the bank. NVDA, let's ride this wave together!
$Bank of America(BAC)$For the typical quarterly crying trolls, when has BAC ever reported earnings and not sold off? Correction almost finished. The move dipped below the 50dma, as I told you all it would. Earnings good. Outlook is outstanding, as you know if you listened to the call. Big buying opportunity now!