skippix
skippix
Believe in the market, believe in growth
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avatarskippix
06-05 07:36
Here's a tier list of stock performance one month post-earnings. S Tier: $SanDisk Corp.(SNDK)$  +31.4% – absolute steamroller. $Alphabet(GOOGL)$  -7.2% – the $80B raise dragged, but the AI thesis remains intact. A Tier: $Advanced Micro Devices(AMD)$  +28.1% – powering the AI stack. $Palantir Technologies Inc.(PLTR)$  +3.6% – stealthy government/data wins. $Meta Platforms, Inc.(META)$  +3.1% – slow grind, still has AI exposure. Directionally, the earnings read-through feels positive. It's a small sample, but Apple's inclusion in the AI trade is showing. A
avatarskippix
06-04 00:42
$SanDisk Corp.(SNDK)$ This has been one of the cleanest swing trading setups I've seen in weeks. Every meaningful pullback has attracted buyers, and the trend keeps repairing itself before bears can build any real momentum. That's usually a sign institutions are accumulating rather than chasing. The reason I keep coming back to this name is simple: the stock isn't making traders work hard. Respect support, buy the weakness, manage risk, and let the trend do the heavy lifting. Not many charts are this cooperative right now.
avatarskippix
06-03
$SanDisk Corp.(SNDK)$ SK Hynix announced they're building more memory chip fabrication capacity that won't be online until 2030, and Samsung's mega-fab won't be ready until 2028. Similarly, Micron's fab won't be online until 2028. That's assuming no delays. That's good news. It shows how long it takes to add significant capacity. This means even if the commodity-style cycle for memory chips continues, we likely won't see genuine pricing pressure for at least another two years. Of course, this assumes there's no major algorithmic breakthrough in AI architectures that would reduce memory requirements.
avatarskippix
06-02
$SanDisk Corp.(SNDK)$ HPE just delivered a strong earnings report. All their servers must incorporate Micron memory and SNDK storage.
avatarskippix
06-02
$SanDisk Corp.(SNDK)$ SNDK and MU are up 7-9% after the AVGO earnings report this week.
avatarskippix
2024-09-10

AMD's Super Cycle: Striving to Be the Best

$Advanced Micro Devices(AMD)$ Dr Lisa explains AMD is in a super cycle and in it not to be the only, but to be the best.“Yes. I think the main thing is, look, this is a computing super cycle, so we should all recognize that. And there is no one player or one architecture that's going to take over. I think this is a case where having the right compute for the right workload and the right application is super important. And that's what we have been working on building over the last five-plus years is to have the best CPU, GPU, FPGA, semi-custom capability, such that we can be the best computing partner to the ecosystem.”
AMD's Super Cycle: Striving to Be the Best
avatarskippix
2024-09-09
$PDD Holdings Inc(PDD)$ China is creating a mega brokerage. Maybe this won't fall anymore everytime the USA markets open.
avatarskippix
2024-09-03
$Intel(INTC)$ If it can drop 10-20 points just because building foundries cost money, it can go back up 10-20 when people realize once the foundries are complete, those expenses disappears.
avatarskippix
2024-09-03
$XPeng Inc.(XPEV)$ Wishful thinking will not move Xpev stock price, sales will. All EVs companies from China will report sales between today and Sunday for the month of August, and that's going to move the SP up or down. SP is up over 20% in less than a week just because they liked news about the CEO buying some shares. Be careful, the shares he bought represent less than 1/2 % of the shares he sold some time ago.
avatarskippix
2024-09-02
$MAIN INTERNATIONAL ETF(INTL)$ The marketing on this company really got me good. Hard lesson learned to not invest outside of the index.
avatarskippix
2024-08-31
$Meta Platforms(META)$Sold. Whole market will pullback after ratecut as is tradition. Buying back in Oct or at next product update
avatarskippix
2024-08-30

BABA's Strategic Rebound: Optimism Grows Amid New Plans and Challenges

$Alibaba(BABA)$ I'm going off memory of the conference call a few weeks ago, but I'm more optimistic than I have been for a long time. I still think management needs a lot work on their messaging, but they did at least articulate a strategy on the call...although it took the Q&A to coax some of it out of them and was a bit disjointed. Here's what i recall:-Grow GMV in domestic ecommerce business and institute a 0.6% vendor fee when vendors reach a target level. If successful, i believe this might eventually add $3B to net income, so at a P/E of 10, $30B to valuation.-Bring loss making businesses to break even as they come up to scale. International ecommerce drowns out the rest of the loss making businesses. This look
BABA's Strategic Rebound: Optimism Grows Amid New Plans and Challenges
avatarskippix
2024-08-30
$Sea Ltd(SE)$ generally not sure. Only bearish news I'm aware of is that Insonesian president's son used a plane owned by Garena to go to the USA.
avatarskippix
2024-08-29
$HP Inc(HPQ)$ in other news, these guys are buying back a third of the company.
avatarskippix
2024-08-28
$Salesforce.com(CRM)$ if this can move about 267 blue skies .. is setting up a pretty decent trade long with stops around 250. seems boring. boring stocks are not bad
avatarskippix
2023-08-24
The Grab Holdings Limited $Grab Holdings(GRAB)$ stock price gained 10.78% on Wednesday, 23rd Aug 2023, rising from $3.34 to $3.70. It has now gained 3 days in a row. It will be exciting to see whether it manages to continue gaining or take a minor break for the next few days. During the last trading day the stock fluctuated 7.90% from a day low at $3.48 to a day high of $3.76. The price has fallen in 6 of the last 10 days but is still up by 3.64% over the past 2 weeks. Volume has increased on the last day along with the price, which is a positive technical sign, and, in total, 19 million more shares were traded than the day before. In total, 44 million shares were bought and sold for approximately $162.79 million.The stock lies in the middle of a
avatarskippix
2023-08-23

Intel Stock Forecast

The Intel $Intel(INTC)$ stock price fell by -0.754% on Tuesday, 22nd Aug 2023 from $33.14 to $32.89. During the last trading day the stock fluctuated 2.94% from a day low at $32.84 to a day high of $33.80. The price has been going up and down for this period, and there has been a -6.08% loss for the last 2 weeks. Volume fell on the last day along with the stock, which is actually a good sign as volume should follow the stock. On the last day, the trading volume fell by -20 million shares and in total, 23 million shares were bought and sold for approximately $753.34 million.The stock lies in the middle of a wide and strong rising trend in the short term and a further rise within the trend is signaled. Given the current short-term trend, the stock i
Intel Stock Forecast
avatarskippix
2023-08-21

Coinbase stock price down 3.14%

The Coinbase stock price fell by -3.14% on Friday, 18th Aug 2023 from $75.56 to $73.19. It has now fallen 8 days in a row. During the last trading day the stock fluctuated 4.15% from a day low at $72.25 to a day high of $75.25. The price has fallen in 9 of the last 10 days and is down by -16.17% for this period. Volume has increased on the last day by 1 million shares but on falling prices. This may be an early warning and the risk will be increased slightly over the next couple of days. In total, 10 million shares were bought and sold for approximately $724.33 million.Given the current short-term trend, the stock is expected to rise 53.12% during the next 3 months and, with a 90% probability hold a price between $112.07 and $192.33 at the end of this 3-month period.COIN Signals & Fore
Coinbase stock price down 3.14%
avatarskippix
2023-08-17

TGT stock has both stepped back on 2.618 in golden section

TGT $Target(TGT)$ stock has both stepped back on 2.618 in golden sectionThis figure shows the weekly candle chart of Target Corporation's stocks over the past two years. The top to bottom golden section is superimposed in the figure. As shown in the figure, Target Corporation's stock peaked three times in August and November of last year, reaching its highest point in January of this year, reaching the 1.618 position of the golden section in the figure! Moreover, the two low points of Target Corporation's stock this year have both stepped back on the 2.618 position in the golden section of the chart, and are about to reverse and move upwards!
TGT stock has both stepped back on 2.618 in golden section
avatarskippix
2023-08-11

Rivian Automotive Stock Forecast

The Rivian Automotive $Rivian Automotive, Inc.(RIVN)$ stock price fell by -1.97% on Thursday, 10th Aug 2023 from $22.35 to $21.91. During the last trading day the stock fluctuated 6.46% from a day low at $21.51 to a day high of $22.90. The price has fallen in 6 of the last 10 days and is down by -15.89% for this period. Volume fell on the last day along with the stock, which is actually a good sign as volume should follow the stock. On the last day, the trading volume fell by -33 million shares and in total, 50 million shares were bought and sold for approximately $1.10 billion.The stock lies in the lower part of a very wide and strong rising trend in the short term, and this may normally pose a very good buying opportunity. If the lower trend flo
Rivian Automotive Stock Forecast

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