$ARM Holdings Ltd(ARM)$ I'll take a crack at it. ARM closed higher in each of the last 5 trading sessions since May 1 (up 13% over that span) leading up to the ER. The stock is also up AH tonight so it could be higher again tomorrow. My guess is that they're going to meet or slightly beat the .305 estimate for the quarter and the stock is going to drop after earnings due to profit taking. I don't like saying that because I'm long and I also want the stock to move higher but that's how I see it. In the meantime, seeing that the stock has moved higher for the last 5 straight trading sessions and also noticing that the option premiums for this Friday are very rich, I took the occasion to sell a lot of way out of the money $3
$NVIDIA Corp(NVDA)$ there will be a huge crash tomorrow, people will be extremely anxious to hold this over the weekend. I would sell today. Soon the bubble will burst. LOOK AT THE DOUBLE TOP. And remember when it bursts it hurts...Blackwell sales already included, earnings are going to make this stock tank
$SUPER MICRO COMPUTER INC(SMCI)$should see a big boost on the 15th before the s&p listing on the 18th.i'm saying a split on the 21st, you don't want to confusethe market with too many things.still cheap and a 50% upside available for peoplethat haven't got in. $2,000 is doable but for nowim staying with my pt of $1,500.
$Opendoor Technologies Inc(OPEN)$ 's control battle is on! New and old boards are clashing and snapping up shares. Expect more wild moves next week. Friday's action was just a taste. Hold tight!
$Alibaba(BABA)$ No question it is risky to invest in Chinese stocks, but I decided to take a big gamble on Baba.Started buying at $90 and my 15th buy was $73:25.I wish the best to all that have same bett.Let’s go I bought calls yesterdaykeep buy !!!long term bullish!
$Sea Ltd(SE)$ There's about $6B of cash in the budget, so there's no need to worry that SPaylater will be derailed until the company has bad debt problems. Has he ever set up a reserve? Debt fraud is not a new or big issue for SE at all. Now the credit line is only 20,000 for a new opening. Those pages that say be careful are called engage.
$Palantir Technologies Inc.(PLTR)$ What would really blow this out is went a pc manufacturer upload foundry os for aip as a choice on the AISoftware defaults by windows, iOS and android. I’m closely watching this upcoming AI pc’s so should you.The more pltr beat and raises eps per quarter this year 2024, the more investors outlook for Pltr to be trading in the $200By the3rd-4th q 2025 or even higher depends on the premium investors are will to pay. Like ARM is wayyy high premium over 1k PE, dwarfing pltr’s pe.Imagine how many multi mil nvda, msft, Smci, tsla, meta , crwd, etc… when they weee trading at the current PLTR stock price. Imagine. It could be the opportunity to many here.
$Rocket Lab USA, Inc.(RKLB)$ If you’re hunting for something a bit more speculative, check out Rocket Lab,They’re actively launching satellites and expanding fast.
$NVIDIA Corp(NVDA)$ Looking at the September 6th NDVA option chain, at the 127 strike price, it shows an expected move of +\- 16.63. I would say the range of NVDA will be between 110-144 by close of September 6th. The stock is already up %160 over the last year. A lot of investors are also long on the stock for earnings already. $152-165 is just really high in my opinion.
$TIANQI LITHIUM(09696)$ In fact, if Tianqi holds such a low equity interest in Wenfield, it should be released from the balance sheet, so that inventory impairment provisions can be made in a timely manner, solving the so-called periodic mismatch problem, and the financial report will be simpler and clearer. The only downside is that without half of Wenfield's revenue, the scale will look much smaller on the surface.