Coin, Coin's been good... Those have kind of been my kind of go-to names the last, you know, you know, really kind of since this move really started in October.
Coinbase is also a crypto company operating in a crypto cycle that is increasingly unfavorable. When the crypto market weakens like it is now, trading activity, revenue, and the risk appetite all weakens with it. And in that context, Coinbase's layoffs are not some pure demonstra
they've been missing out. IBM has actually done a really terrible job of getting in on this early. And so now they have to play a little bit of catch up... they've stabilized the business, and now they, because they're still profitable, have the ability to go out, invest in this
Roblox daily hammer here. Higher low 54. I like the look. Uh, if this could take out a prior day high, great... it's had some relative strength to the market. I mean just notably it's got a higher high here versus the NASDAQ.
I would probably be okay selling bullish delta or selling a put or selling put spread or being assigned here based on volatility... You want to sell puts mostly just because of this fact right here.
Qualcomm just landed two of the most important customers in AI computing and doubled their revenue target while their stock is down by around 15% over the last month. To me, that means the market is essentially pricing Qualcomm's entire data center business at zero.
they've been missing out. IBM has actually done a really terrible job of getting in on this early. And so now they have to play a little bit of catch up... they've stabilized the business, and now they, because they're still profitable, have the ability to go out, invest in this
Roblox daily hammer here. Higher low 54. I like the look. Uh, if this could take out a prior day high, great... it's had some relative strength to the market. I mean just notably it's got a higher high here versus the NASDAQ.
Qualcomm just landed two of the most important customers in AI computing and doubled their revenue target while their stock is down by around 15% over the last month. To me, that means the market is essentially pricing Qualcomm's entire data center business at zero.
ARM, the stock is in great shape, but fundamentals, this is okay, not great... revenue growth is decelerating... Cash flow margins inconsistent and falling at the moment, and the balance sheet pretty thin in my opinion.
I did put my money where my mouth is when Trump put his money into Intel. I was like I'm getting long zebras and I loaded the flotilla. So it's been that's been pretty good for me.
Trump bought a large position in Intel on August 18th. That was less than a week before he announced that the government would purchase a 10% stake in the company. So, the level of corruption here is unlike anything we've ever seen.
Apple has actually been one of the better stocks. Now, just recently it's taken a little bit of a hit... you can see just recently at about a four or five-month relative low to the S&P 500.
Apple loves the month of July. I'll talk about seasonality a little bit later, but Apple one of its best months, actually I think its best month is July and it got off to a really good start for the month of July.
noisy chart needs more time... I don't think there's really anything to do there until we try this... it just needs more time and we'll have our answer in a week
ARM, the stock is in great shape, but fundamentals, this is okay, not great... revenue growth is decelerating... Cash flow margins inconsistent and falling at the moment, and the balance sheet pretty thin in my opinion.
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