$Taiwan Semiconductor Manufacturing(TSM)$ My wishful hope yesterday that finally this would break out for upside so I didn’t sell. What a mistake! As my intention was to get rid of this distraction so I could focus on other stocks. Lessen learned
$AMD(AMD)$ Today, 23% of HPC (High Performance Computing) users say they have AMD EPYC processors in widespread use. An additional 47% are testing or using AMD EPYC at some level, giving AMD CPUs a presence in 70% of HPC sites, an astonishing transition from three years ago.
$Palantir Technologies Inc.(PLTR)$ I understand why so many are bashing this company the CEO etc. They have allowed this image and this attitude to fester exposing the stock to a yo yo like movement. I see it and really dont understand why but I believe in what the company does at its core. Yes no doubt management matters and what they say in this day and time matters more. Karp I hope you know what your doing and I hope you will help the investors that have stood behind you and the company and reward their support in days and weeks to come.
$Apple(AAPL)$ Stock looks a bit tired as does the market. Apple still has a lot of capital for buybacks so not sure how & when they deploy that but it does seem like that provides a bit of a floor. Still, i would not be surprised to see this test $145 range this in coming weeks. GLTA. Disclosure: Holding LONG in most accounts but bought the $150 puts for this week.
$NVIDIA Corp(NVDA)$ Tell you why Nvidia is up so much today: "We expect 2021 capital expenditures to be approximately $19 billion, updated from our prior estimate of $19-21 billion. For 2022, we expect capital expenditures to be in the range of $29-34 billion, driven by our investments in data centers, servers, network infrastructure, and office facilities. A large factor driving the increase in capex spend is an investment in our AI and Machine Learning capabilities, which we expect to benefit our efforts in ranking and recommendations for experiences across our products,including in Feed and video, as well as improving ads performance and relevance." That is a huge amount of sales coming Nvidia's way!
$Skillz Inc(SKLZ)$ What is going on with insider training, specifically trades executed by Aguirre Miriam who constantly buy the shares for 10% of it's value and sells immediately (+constantly) in small portions resulting with lowering the market price. How many shares is she still allowed to buy with the discount. When it will end? All the board is actually selling their shares what concerns me.
$Palantir Technologies Inc.(PLTR)$ PLTR stock becomes this when Karp prints in billions. Pure Dilution we currently have 2.5Billion shares but last Dec 2020 we only had 677MIL shares. All Insiders shares and many really truly believes Karp w/o even really knowing who he is. Only people getting rich are the Insiders.