This is really going to end bad… smart money knows… it’s all the retailers who would suffer as usual… just look at SpaceX IPO, Elon sure knows how gullible the retailers are, reserving a big portion of worthless shares for them (yup, you can’t even vote against him). He has learnt from Tesla…//@a4xrbj1:Circle jerk - I hope this shit isn't blowing up. While there's a lot of money to be made from OpenAI's IPO (and SpaceX, as Musk fanboys will still buy this POS company with made up future opportunities like Terafab and Microhard, that aren't even legally binding to happen, nor have they started. They are just Musk's ideas that he coincidentally announced 1 respective 2 months before SpaceX S-1. What a surprise, the Ponzi scheme goes on).
@a4xrbj1:Circle jerk - I hope this shit isn't blowing up. While there's a lot of money to be made from OpenAI's IPO (and SpaceX, as Musk fanboys will still buy this POS company with made up future opportunities like Terafab and Microhard, that aren't even legally binding to happen, nor have they started. They are just Musk's ideas that he coincidentally announced 1 respective 2 months before SpaceX S-1. What a surprise, the Ponzi scheme goes on). But the other investments of Nvidia are way more risky and they need a lot of luck to even IPO, let alone get a decent ROI.
Hi, thank you for your kind sharing. I just started noticing you sharing a number of hot AI related companies a couple of days ago and have decided to stick around a little. I am just curious, what is the basis for the target price? Is it via fundamental analysis, technical analysis, or is it more of a gut feel or wishlist? I mean I love all those target prices. I have a couple of the companies you listed, but frankly, I see potential in many of them. They might fulfill their promises, they might not. Another thing is what kind of timeframe are we looking at to fulfill those target prices? This is another thing that is important in investing or even speculating. Thank you once again for your nice sharing and looking forward to read more of those…
@Michael Esther:Could $PLUG, $ENLT, and $BEP Become the Biggest AI Energy Winners of the Decade?
I have AGQ for sometime now, so I know the strange feeling… but this is something we have to accept if we are holding rather than trading… my better bets are in the gold and silver miners and even better, royalties… they capture the upsides nicely, as long as the uptrend is intact, or the price of silver or gold stays stagnant but at a higher price than the previous years, this would translate to a higher selling price for these royalties. With higher profit margins, obviously the share price would move up. Do consider those royalties for the long haul if that is what the interest lies. Just for transparency sake, I have substantial holdings in $Wheaton Precious Metals(WPM)$. I also have a little interest in $
@Guavaxf3006:$ProShares Ultra Silver(AGQ)$ An anomaly is being seen from last night's trading. Whereas we all know gold and silver prices fell along with most stock counters, what we are seeing is AGQ fell out of proportion to the fall in Silver prices. AGQ is now at $116.00 plus. And Silver is around $77.00 an ounce. but the last time AGQ was at this level, Silver was below $60. Hmmn.....
You can’t compare the two timeframe. AGQ is daily compute, meaning it resets itself every day. When the price of silver rises, it doubles itself, obviously the same applies for the drop. However, if you reset daily, it changes the logic. If you have stronger down days than up days, we will end up having a much lower AGQ price in a long run. So, it all depends on the number of up days vs down days and strength of up vs down days. This is something that you have to bear in mind when going for leveraged bets like AGQ. It is not simply leveraging that moves along with the silver price. That is the misconception many market participants have. Last point, might be obvious but all the same to emphasise, AGQ is good for catching the up-moves of silver, but it is not something to keep for the long
@Guavaxf3006:$ProShares Ultra Silver(AGQ)$ An anomaly is being seen from last night's trading. Whereas we all know gold and silver prices fell along with most stock counters, what we are seeing is AGQ fell out of proportion to the fall in Silver prices. AGQ is now at $116.00 plus. And Silver is around $77.00 an ounce. but the last time AGQ was at this level, Silver was below $60. Hmmn.....
I don’t like this (space occupation)… the advanced nations destroyed trees when they are developing their nations. Now they are destroying the near space. To be clear, I don’t mind Elon’s idea of going to Mars. However by crowding the near space, like Starlink and Amazon’s LEO. That’s only US… don’t forget China’s players… and just imagine all those nations that become more developed and decided to launch their own satellites 🛰️. The same thing that happened to earth when the developed countries started the destruction and “requested” others not to do the same! When more players come on board, and the near space becomes so crowded that crashes will happen, no matter how good those sensors are. The crash will trigger more crashes. I am not sure if we will see “showers” going back into earth
@koolgal:🌟🌟🌟Can SpaceX become a satellite era of Amazon? Yes $SpaceX(SPCX)$ is replicating Amazon's multi decade platform strategy with flawless execution. SpaceX spent the last decade doing the same thing in the sky while Amaxon does it on land. By mastering the self landing physics of Falcon 9 and scaling the massive steel framework, SpaceX captured a monopoly on space logistics. It can launch payloads to orbit cheaper and faster than its rivals. If an enterprise wants space based cloud computing, it cannot bypass SpaceX infrastructure. SpaceX has successfully positioned itself as the full stack of gatekeeper of the global space economy.
$HIMX 20260618 12.0 CALL$ Still a long way to go... this is the moment of truth... from a technical point of view, the principal stock price is approaching $21.80, its recent high. What happens as it approaches $21.80? Obviously a possible double top and followed by a rapid correction! The neckline for this double top is at $17.3, meaning we will be expecting a correction target of $12.80 if that happens! That is a steep correction of more than 40%... Furthermore, there is a price gap between $12.3 and $14.9. On the other hand, the price action needs not stop there at $21.80. The RSI looks promising, at 70. It's entering overbought territory yet its movement momentum appears to have just started. There is a very good cha
$ECHOIQ LTD(EIQ.AU)$ I have shared this before but felt a need to revisit this. Quick update to this "no announcement price movement ". EIQ is pending US FDA Approval for its EchoSolv HF (heart failure). The announcement is imminent, likely anytime soon. They did the filing in Dec last year and expected timeline is 90-120 days, which is around now. The market is pricing favourably for the approval, so if you intend to buy, beware of the risk. As the pathway was using FDA 510(k), this pathway has a historical high approval rate (85-95%). Having said that, it is still a binary event, meaning yes, or no! What is this EchoSolv (HF) and why is it important? In fact, the company had a prior FDA approval on EchoSolv AS (Aortic Stenosis) in 2014.
5% in 30 years US treasury yield is no longer enough to entice investors given the ever-increasing fiscal debts. 5.5% looks attainable in the short term or are we looking at the magical 6% to break the horse’s back? The world needs a reset, even the new Fed can’t stop the train 🚆 that has moved beyond the station, unless they forcely derailed it! Bubble would have truly burst then… the question is when… thanks for sharing your insights!
@JC888:Rising Inflation Spook US Market Again? How ?
$Albemarle(ALB)$ Sharing for coins. While it's being hyperbole for semiconductor and anything remotely linked to AI, you can't see the same kind of enthusiasm anywhere. I still think it's simply strange. It comes a point when building the actual AI related devices or chips can't happen because we are running low on raw materials... It has already happened but this has not yet been reflected in commodity prices. Aluminium and copper show some upticks in prices in the week, however compared to the boom observed in the tech sector, it's simply heaven and earth if you ask me. I get it they are called them commodities for a reason. However, we are not in a normal world. With Trump led US, everything has been polarised. What's your usual
$Albemarle(ALB)$ It has been a while... The proof is there... The USD is going down, the dedollarisation has been happening, as I wrote in a number of articles a few years ago. The only thing keeping the USD up is ironically the war US and Donald Trump wrecked on Iran. True, US is still the centre of all actions. The current melt-up around all things AI and beyond techs might feel contradictory to the idea of dedollarisation. The downtrend in USD in general as illustrated in two of many other charts below seems to suggest something else. First, it's AI, next is the supporting tech that becomes the bottleneck. What follows, which is already happening together with the US war with Iran is the amplification of raw materials shortage. Commoditie
This is what we called "open corruption" and where bubbles continue to grow... this tech-led melt up can still goes on, till it doesn't. US is no longer the same, not the same old world leader with the at least pretentious goodwill to work with partners and friends. This is what it is like to have absolute power and dominance over the rest of the world 🌍! With a blatantly corrupt regime led by none other than your corrupt Donald Trump, treating US government like his servant and the world leaders as his dispensible underlings, the world will go to the dogs 🐕 if no one stands up to him! Most of us don't like wars. US 🇺🇸 Israel 🇮🇱joint war against Iran 🇮🇷 is something that should not have happened, but it did probably for a reason. What could a "small" nation with inferior military cap
$Elixir Energy Ltd(EXR.AU)$ Same old same old... I am not going to sugarcoat my trades. AI related trades are all the rages right now, with the on-going war, in the midst of a fragile ceasefire and a big US government debt (and counting) concerns, US markets are making their all time highs (ATHs) like nothing happens. More big techs are borrowing record amounts to throw after their AI obsession, and investors and speculators alike have no qualms in throwing hot money after them. I am not sure about you. I am concerned if not worried. However, like many others who did not follow Warren Buffett "into the mountains", I still have plenty of chips in the market. In short, when the collapse comes (and it will, just when), I might be too slo
Excellent piece indeed! Tesla valuation has gone hardwired for the longest time now… retailers nowadays just blindly follow the cult leader Elon and when Elon says jump, they simply asked, “how high?” It’s a time of excess where real valuations are thrown out of the window. I readily admit Elon’s visions but he has an execution problem. Tesla, robots… materials, lots of them. Where better to do them but in China 🇨🇳? We can be ambitious, but supply chain issues are real. It can’t be forced simply with tariffs and magically turns on without sacrificing something. This something is cost effectiveness! Chinese players are now churning EVs like no tomorrow. Robots doing lots of advanced activities like running and breaking half-marathon records are examples of Chinese technology strengths. Rest
@orsiri:Tesla: Already Living in Its Own Future Tense
$OGN 20260618 7.5 CALL$ finally... a winner... no prize guessing what happened to the company in question... no, I didn't buy it after the announcement of M&A. I don't do big follow-up trades... just pocket changes on companies I thought would do well long term. Alas, $Organon & Co(OGN)$ despite its female healthcare focus was not able to perform well over the years since going alone (spin-off from $Merck(MRK)$ ). The main reason is its huge amount of debts loaded on it by Merck prior to the spinoff. The company has also been silly not to lock in rates when interest rates were low, adopting a floating rate instead. Th
$CRML 20260501 8.5 CALL$ I have not keep up with tech development since leaving the semiconductor world behind more than a decade ago. The money losing semiconductor company I worked in had since been taken over and part of the hottest AI setup! Who would have imagined decades ago that cheap storage devices and throat-cutting competition then would be money making mines nowadays! @Daily_Discussion@TigerStars@TigerClub@Tiger_comments@Shernice軒嬣 2000