$MicroStrategy(MSTR)$ Very concerning, However, my guess is at some point (and it needs to be soon) he will announce a huge accumulation of BTC. Until then I see no positive catalyst. I am a shorter by nature but have to be honest his sales wouldn’t bother me as a long. My gut tells me this has gone down almost 50 percent and I am very willing to take a long position soon. It just feels like all the negativity is running out, more pain left but a 100 share purchase I am considering. Just a hunch this may turn green soon. Call pressure was up fractionally after hours so that’s at least a small positive. I am just guesstimating but blood in the water so to speak, or at least droplets. May be oversold or close.
$Marathon Digital Holdings Inc(MARA)$ Greatest buying opportunity Mara has potential to 5x to 10x in June to oct - Bitcoin is the future and Bitcoin will surprise us by 90 K to 140 in 2025 and Mara as follow - if you believe in Bitcoin you will believe in Mara CHEAP AS CAN BE. if you don't buy it now, I PROMISE you'll regret it. Bitcoin pattern says we are headed for insane gains. Alot of millionaires will be made. The haves, and the have nots.
$Intel(INTC)$$NVIDIA Corp(NVDA)$INTC is not giving up without a fightIntel said Gaudi 3 is 50% faster at training AI models than $NVDA Nvidia's H100, the current workhorse of the AI boom. Nvidia is currently rolling out the H200 to its customers this Q, which is also when Intel's customers expect to get their hands on Gaudi 3, and Blackwell is coming next year.
Actually we are second to just about everyone. Nvidia $NVIDIA Corp(NVDA)$ market cap and revenue aren't second to AMD $Advanced Micro Devices(AMD)$, Itnel revenue is twice AMD. So far our AI sales are second, doesn't make it true. Besides expectations being 1, please tell us what metrics you used to determine this 1 position. I want it to be true, but reality is it's not in 2024 or 2025. Doesn't mean we won't do well, but we are very far from the top!!!
$22nd Century(XXII)$I think should buy this. $4M and if you throw some $$ behind shorting can take it for half that. Off the mgt immediately. Increase production and distribute thru the 15,000 locations they have all their Spree and Pancha products. They have distribution in place. The insiders XXII for years. Im not sure who will invest again in a private placement but Im sure the mgt is working very hard with some bankers to figure it out.
What’s happening with CRWD $CrowdStrike Holdings, Inc.(CRWD)$ today? $300+ coming this month to eclipse previous ATH of $293+CRWD - it's going to be in the S&P and is gaining market share in a growing industry. If it hits a drawdown it's a buy for me I missed the boat on this one
I think Smci $SUPER MICRO COMPUTER INC(SMCI)$ is trading at 14x adjusted 2024 EOS and will grow earnings and FCF over next five years at 25% plus. Founder and his wife own 25%. Founder led tech bizs always do better than bureaucratic led tech bizs.Should be more than NVDA $NVIDIA Corp(NVDA)$ !! Which is 545 !! Keep loading and loading. No resistance until 450, and target is 600 !!
Riot $Riot Blockchain, Inc.(RIOT)$ sits on a huge stockpile of cash. This means as bitcoin goes up they can hold more bitcoin and with the secured contracts to buy more miners they will probably not utilize the dilution of shareholders and use their cash reserves to secure miners to increase hash rate to 100 eh/s
$UiPath(PATH)$ No serious investment fund has any share in Uipath...Uipath is a LOSS making company without any profit since 2008. Why a serious fund buy a share in Uipath? To loose money?I will sell all my shares today and watch silently whats happening.
$Rivian Automotive, Inc.(RIVN)$going up as expected so nothing changed about the setup. At any pullback you can add more. First target is $20 and Second target is $22+ for now. I already moved my SL to breakeven. last week we dropped then took off ! Let’s go Rivian.