To The Moon

$Vertiv Holdings LLC(VRT)$ Vertiv reported strong financial results for the first quarter of 2024 beating estimates for both sales and earnings.Organic orders increased by 60% compared to the same period last year and net sales reached $1,639 million, marking an 8% increase from the first quarter of 2023. Operating profit for the quarter was $203 million, while adjusted operating profit stood at $249 million, reflecting a significant year-over-year growth of 42%.The company also began returning cash to shareholders, repurchasing approximately 9.1 million shares at an average price of $66 per share, which was very well timed as the stock is considerably higher.

I put a good chunk of my wealth into JD $JD-SW(09618)$ at 21.5 ,so am already doing well on this (currently trading at 28.3 as I write). The only question I'm wrestling with is whether to wait for a 100% gain or push for 150% - I'm increasingly inclined to the latter.China's semiconductor production is up 40% through to the end of March. They are now poised to dominate legacy nodes, and are on track to gradually catch up with the US in high-end semiconductors over the coming decade. When they start to seriously damage the prospects of Nvidia $NVIDIA Corp(NVDA)$ , Intel $Intel(INTC)$ and AMD $Advanc

$MicroStrategy(MSTR)$ Overview of MSTR performance over Bitcoin the past 6 months. I have trouble believing that once Bitcoin makes a move to 100k, we won't see MSTR's NAV multiple continue to expand. The more expensive Bitcoin becomes, the harder it will be for any other company to catch MSTR's Bitcoin Stack.

$Coinbase Global, Inc.(COIN)$ Right now saying COIN or BTC is the same, if you want to know where the market is headed. Where Bitcoin goes, Coinbase follows.The bearish bias is now fully confirmed with today's 9% drop. There will be more (lower).A negative close this week on low volume further supports the bearish thesis.

From what I can tell, SOFI $SoFi Technologies Inc.(SOFI)$ had a really good earnings last quarter. Stock is off a bit after doing an offering. Dilution seems to be an issue with this stock. Compared to HOOD, I think SOFI is a better bargain buy. Curious to see how you all view this stock, and if you think now might be a good time to start buying for the long term.My other thought is if it's only at $7.xx during this massive bull run, just how far down will it fall when SPY retraces a bit? I'm wondering if perhaps there will be a better opportunity to get in.

$Apple(AAPL)$Both Google and Microsoft have had many failed projects but both companies are still around and relevant. I wouldn't concern myself over Apple's failed projects. Many companies have had failed products and services in their history. Some companies recover and some companies don't. That's just how things are. Only time will tell for Apple. It's very difficult to predict the future one way or the other so I don't try to. Whatever happens, I'll manage and hopefully go on with my good life. Apple's 12% drop this year hasn't affected my life or finances one tiny bit. I consider myself luckier than most thanks to Apple. There are companies doing much, much worse.

$Tesla Motors(TSLA)$ Roughly 120,000,000 Tesla shares short.Because we went up $8/share on average share volume no bears covered and even more shares were shorted..It’s going to fun watching bears take their profits or cut their losses..Bears just don’t want to understand that FSD and Robotaxis will add $trillions to Tesla’s market cap…

$Intel(INTC)$ $NVIDIA Corp(NVDA)$ $Apple(AAPL)$ Food for thought for my fellow bulls. We know so far there’s no disruption to NVDA or AAPL due to the recent earthquake in Taiwan, but I guarantee you Tim and Jensen both had a thought about setting something up with INTC to manage such a risk. The new fabs that are being built have ARM capabilities. Jensen already publicly stated hed like another foundry partner and INTC has produced a test chip to their satisfaction. A 15bil deal with MSFT is on the books as well. Don’t forget all these things when they roll out all this negative press and FUD propaganda and these analysts and their beari

According Alpha spread: The intrinsic value of one RIVN $Rivian Automotive, Inc.(RIVN)$ stock under the base case scenario is 39.17 USD. Compared to the current market price of 18.79 USD, Rivian Automotive Inc is undervalued by 52%. So even for daytraders an opportunity, although I won't sell the coming 5 years.HUGE buying opportunity right now! Get in before February 21!

$iShares 20+ Year Treasury Bond ETF(TLT)$ The shelter effect which is moving significantly lower and has been for almost a yr was not in this report will be soon and that will be game changer for the numbers . Also employment numbers are highly manipulated country lost 1.5 million FULL time jobs just last month . Not a positive for growth or the economy . The longer rates remain high tbe more damage to business credit etc