To The Moon

$Marathon Digital Holdings Inc(MARA)$ The next Fed meeting is on Sept 18th. They have been raising interest rates since March of 2022, which has reduced inflation as was the goal, but now the rest of the economy has gotten very weak in the knees.My feelings are that if the Fed drops interest rates by at least .5% we will see Bitcoin take off and we will finally see a $100,000 Bitcoin. We won't have to wait long to find out if that notion is true.Only 10 days, folks.

$SUPER MICRO COMPUTER INC(SMCI)$ Super micro is best in its class.Its competitor’s Dell and HPE are growing at a much lower rate. Their P/E ratios are similarly low. But Supermicro has significantly lower debt than the other 2. There is one obvious winner here and direct liquid cooling is going to improve Smci’s stats even more.

$Lululemon Athletica(LULU)$ LULU gapped down under the 200 day March 22, it's been in a downtrend ever since. Unable to close 1 single day over the 50SMA (red line) LULU specialty retailers are tough. Quality of the product has gone down hill over the years too.

$SUPER MICRO COMPUTER INC(SMCI)$ Ai can be your friend, or not. Or you can short ai by shorting smci and hope ai is like 3d printing and not really be ready to take off, yet. But it has already launched. And smci is desperately needed, and companies like them, to fulfil the incredible demand for the start of this ai infrastructure. Get ready. Its not going to stop. Its getting bigger and some shorts, for some inexplicable reason, don't seem to understand that. Or did they just want to pick up some short shares? Maybe. Who knows? It is hard to believe they are missing what is going on and the bus they just jumped in front of.smci: $437.70 close

$Alphabet(GOOG)$ GOOG still long, YELP suing them, big deal. Go ahead and break up Google. Spin off YouTube, Android, Google Cloud, ect...It will just unlock way more value for shareholders. I don't mind. Regardless, long. I might add in the next few weeks or next market dip.

$Micron Technology(MU)$ This is going down to $80. Will there be times of short reversals, yes. The downtrend is still in tack until further notice. I hate to be that guy. I will be a buyer, until then I wish I’m wrong but I watched analyst. The $86 to $109 move was simply a SnapBack smiley face from the previous $109 in early august. GLTA

$Palantir Technologies Inc.(PLTR)$ If you are to consider eventually building an investment position in PLTR, my suggestion would be to start accumulating in small bites each time you see a dip in the trading level if you are closely following the stock price from week to week.I started building my position with long call options trades I subsequently exercised that began at the $12 price. Then did more of the same throughout the lower and higher teens levels from there, as the stock price continued to advance over time. I’m up over 100% in my cash account, and approaching the same in my IRA account.Maybe I should consider writing a bullish SA analysis on PLTR and post it?

$Microsoft(MSFT)$ End-of-day imbalances can be nerve-wracking, especially when option flows are signaling mixed signals. While I'm bullish overall, the uncertainty around options expiration, particularly on a Friday, adds to the tension.I did run some calculations on the fair PE for 2024, and based on those, we're already nearing the 2025 price level if the growth rate is 10%. However, analysts are predicting a 15% growth rate, which could justify higher valuations.Hmm and Friday ewww and options Friday too

$CrowdStrike Holdings, Inc.(CRWD)$ 'The tech giant also said it is "rapidly becoming apparent" that Delta ignored or refused offers for assistance because the crew scheduling program that was the most affected didn't rely on Microsoft's Windows or Azure, but was instead serviced by other providers like IBM (IBM).'If the system that had the most problems did not use Windows, then CrowdStrike has no responsibility there. Their software error was only on Windows. This would also explain why Delta did not accept help from CrowdStrike either.So that $500 million lawsuit threat is nothing but a maneuver to distract Delta shareholders.

$Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ SMCI reports in 2 days. Build out of AI infrastructure will go on for years to come. AI / ML already empowering all key products of Big Tech including cloud. MU ships new gen products for AI data centers and will benefit BIG time from the new cycle of tech evolution. 8x P/E 2025F: wont stay here for long.