$Taiwan Semiconductor Manufacturing(TSM)$ in 2022 crash I loaded up on TSM on specifically AI play. This was before chatGPT.Didn’t do nvidia because google uses TPU and Microsoft and meta are making their own as well —- all manufactured by TSMC of courseI thought the AI boom was gonna happen in like 2025. But then chatGPT went viral November 2022 and nvidias the only player in town for most big labsStill doubled by tsm investment .
$Taiwan Semiconductor Manufacturing(TSM)$what was once acceptable when TSM wasn't as dominant is now a glaring weakness. Nowadays, why would anyone go with Intel and accept poor yields when TSM's insane yield offers far superior performance? TSM has set a new standard in efficiency and reliability, making Intel's yield issues increasingly hard to justify in today's competitive landscape. With TSM leading the way, choosing Intel means settling for less, and that's no longer a viable option for many.
$NIO Inc.(NIO)$Markets sometimes move in the direction that causes investors the most pain. Unfortunately, most people think Nio will go higher, so I won’t be surprised to see it dip lower, even with good earnings. Eventually it is going much much higher, but maybe not tomorrow.
$Micron Technology(MU)$ This is by no means a hidden gem. Everyone that has tech exposure should be familiar with this name. Misunderstood by many, while others remain fearful of cyclical volatility. The time has come for this companies business model to evolve into a continuous grower. Quarter by quarter, this company is increasing its revenue by segments that are n0t necessarily subject to the same cyclical downturns as before. When they say ‘the past performance is not indicative of future results’ this is a perfect example of how backward looking charts, though revealing some expected cyclical it’s, do not define the future performance of the company fundamentals going forward. One day soon, everyone will have no choice but to add to their posit
$Micron Technology(MU)$ Anyone with a fraction of common sense has seen from this earnings season that the hyperscalers are spending unprecedented amounts of money to build out the AI infrastructure. Hundreds of billions of dollars! They expect this to continue for a few years. Nothing like this has happened before. Buy the stocks of the companies they are paying that money to, sit back, and get rich. The market volatility is just noise to scare retailers out of their shares. Anybody who is paying attention can see the writing on the wall.
$Marathon Digital Holdings Inc(MARA)$ Don't be intimidated by the arrogant bears trying to shake you out before the anticipated rate cuts. I'm firmly holding my 10k shares of MARA and won't be swayed by these bottom feeders trying to scare investors out of their positions. The potential for significant upside remains strong, and I'm confident in my long-term strategy.
$Alibaba(BABA)$All the shorties are crying!!!Dont sell your stocks cheap fools to frauds and their Media fraud system and wall mafia they manipulate the stock all this years!!!!Alibaba is undervalued about 50-60 %Stay away from american bubble stocks are overvalued extremely!!!!
$Marathon Digital Holdings Inc(MARA)$ Let's not lose sight of the fact that MARA's all-in cost of mining bitcoin in 2Q was 100K per coin (and that is before stock based compensation, and with 19 days of the quarter occurring before the halving). So right now it is way cheaper for MARA to buy bitcoin than to mine it.The only way the bitcoin mining companies can avoid bankruptcy, and to allow the execs to collect their millions in salary and compensation, is to issue shares and/or have the price of bitcoin go a lot higher. So sure, why not borrow money (or issue shares) and buy more bitcoin, not like they have any other option.MARA has a market cap of about $5.5 billion, over $600 million in debt, and to offset that only 25,000 bitcoins (worth about
$Micron Technology(MU)$ If Micron (MU) were to buy Intel (INTC), it would be a signal that Sanjay Mehrotra, Micron's CEO, has completely lost his mind. This move would be so out of line with strategic sense that I would immediately liquidate my entire position in MU, despite having been long on it since 2017.
$Alibaba(BABA)$Four positive catalysts coming during next 3-6 months; so stock has bottomed! The catalysts are:(1) Return of cloud business growth to double digits (per management) (2) Cloud business generating huge Ebitda growth as seen from this quarter, and continuing going forward as lower quality business has been dumped.(3) Honk Kong stock listing coming in September/October time frame.(4) Advertising revenues will begin to show up towards end of the year and likely ramp up afterwards. This can easily become a growth driver of cashflow.