$NVIDIA(NVDA)$ ’s annual AI conference, GTC, is in full swing, and it has specially introduced the China AI Day—Cloud and Internet Online Chinese Session, further emphasizing its focus on the Chinese market. Today, most AI concept stocks in Hong Kong strengthened, with $Baidu(BIDU)$ leading the charge. The stock surged 9.83% in a single day, reaching as high as 102 HKD during intraday trading, marking a four-month high. Baidu's ongoing innovations and developments in AI are steadily propelling it to new heights. This is a perfect moment to ride the wave of AI growth, as the company’s future potential looks incredibly promising!
$Sirius XM(SIRI)$ Just sold my position in Sirius XM Holdings with a nice profit! The stock has been performing well recently, especially with growth in users and subscription revenue, which has been reflected in its price recovery. Big thanks to CBA which made the trade smoother! Overall, I’m optimistic about SIRI’s steady growth, and the short-term volatility offers some good trading opportunities!
$Palantir Technologies Inc.(PLTR)$ ’s aggressive revenue growth, solid operating leverage, and strong tailwinds from the AI market make it fundamentally robust. Go go go PLTR!!!
$NIO Inc.(NIO)$ Hedge funds are relentless controlling trading algorithms in a narrow trading range, keeping NIO down in the 5’s range pushing small investors to drop their positions clearly not working, this 200+ millions shares back and forth creating small profit opportunities will eventually end as soon as big investment firms start accumulating shares for big gains. The big spike to the 10’s and 20’s will happen, buying and holding at current levels in doubt will pay big .. long and Strong NiO !!
$Advanced Micro Devices(AMD)$ The result is solid. This reminds me 6-7 years ago when AMD battled with INTC. It took time for AMD to win the upper hand. I see AMD is the only contender to NVDA and will take >25% of NVDA's lunch just a matter of time.
$NVIDIA Corp(NVDA)$$Apple(AAPL)$ I’ve got some fun thoughts. NVDA less outstanding shares (a lot less) than Apple. Apple profit margins around 30%+, NVDA 50%+. Blackwell chip sales, investments, setup consulting, software residuals, new gaming support, etc. of over $200billion in 2025? These base numbers put NVDA over $275 per share and they will earn more than apple at over $100b. Anything I missed will be gravy.
$SUPER MICRO COMPUTER INC(SMCI)$ There is only 2 companies reaching all these criterias: price target >40% (based on 10 analyts or more), revenue growth >100%, PE<30 and forward PE<20… SMCI and PDD. Here are some facts for SMCI:50%+ earnings growth rate;AI surge 5-10x in next 5 years;Based in California golden spot;3 New facilities going to double production and cut expenses;Insiders holding 14% of shares;Forward PE of 14;40% energy cut using DLC, wich is SMCI property;R&D with exceptional teams able to adapt their concept as fast as the AI;Share price already up 80%+ in 2024;If you find a better opportunity, please tell me because this one is the best since I started to invest 5 years ago! I expect SMCI
$SUPER MICRO COMPUTER INC(SMCI)$ SuperMicro is one of the best companies in the AI industry. once they release the 10k report , this stock will be 100+. Instead of rushing to publish the report, they are taking time to prepare detailed report for the investors. i hope they will publish before the earnings or together with earnings report .
$Micron Technology(MU)$ Hynix is up another 4 % in South Korea, huge move and it is rising continuosly for the past few days.MU will catch up big time today, big boys collected all the option contracts expiring tomorrow for pennies and they might move it big time forcing the sellers to buy into.GL!