Hello everyone! Today i want to share some trading ideas with you!1.🚨 $AppLovin Corporation(APP)$ Q1 Earnings 🚨• Sales $1.48B vs Est. $1.38B• EPS $1.67 vs Est. $1,44• EBITDA $1.01B vs Est. $867MQ2 Outlook• Advertising Sales $1.20B vs Est. $1.08B• EBITDA $980M vs Est. $914MImage2.🚨 $Axon Enterprise, Inc.(AXON)$ Q1 Earnings 🚨• Sales $604M vs Est. $586M• EPS $1.41 vs Est. $1.24• EBITDA $155M vs Est. $138M• Axon Cloud: $263M -- up 39% YoY• ARR $1.1B -- up 34% YoYFY25 Guidance• Sales $2.65B vs Est. $2.62B• EBITDA $668M vs. Est. 660MImage3. $Alphabet(GOOGL)$ at $150 implies a ~$1.7T valuation. Its cloud infrastructure business is running at a ~$50B rate -- slap a 20x m

$Palantir Technologies Inc.(PLTR)$ at $105 not interesting to me at allPLTR at $24 starts to get very interesting to me. It’s not because I hate the stock or want to troll people who own it on a bad day.It’s because for me personally, the stock at 90x sales is WAY too expensive. $24/sh puts it at around 20x sales which is still high, but starting to get in the realm of possibility where I can see a rational way forward to outperform the market.I totally realize this means I may miss the stock if it never gets down to a comfortable multiple for me. If that’s the case, I’m fine with that. There are plenty of great companies to own!Image

$Apple(AAPL)$ Sure, China sales dipped -8% YoY, but bulls DGAF when ​​478B free cash flow​ funds a​ ​500B AI server army​​ and ​​90% new Macs​​ morph into M4-powered Terminators. Analysts drool over ​265 targets, because who needs growth when you’ve got​1.8Bzombiedevices​∗∗​paying20/month for Siri++?Trading at ​​198.51​ ​? That’s a “Trump−proofglitch”​ ​for a stock with​ ​1389B tariff pain​​? Chump change vs. ​​$190B chip hoard​​ and NVDA-tier AI hype waiting to drop at WWDC25.Buy before your AirTag starts day-trading its way to Mars.

$Microsoft(MSFT)$ featuring the "gap and run" pattern, with a gap higher on last week's earnings leading to additional buying power. Strong chart as long as it holds the upper end of the price gap around 425. LOTS of overhead resistance from 2024 lows however.....

$Amazon.com(AMZN)$ I worry too after the recent huge run up. However, I am still going to hold on to some hope that this run up is justified because of some possible trade deal which I still haven't seen though. The crash will happen in my opinion if 1. a recession occurs, 2. rates don't get cut, and 3. the trade deals were all a lie. Still holding long personally no matter what!

Key PointsAlphabet's ad business looks resilient in the face of tariff-induced headwinds.Taiwan Semiconductor Manufacturing is experiencing a massive chip production boom.Artificial intelligence (AI) investing and the word "cheap" don't often go hand in hand. Many of these stocks got a bit overheated during the market's run over the past few years and sold off a bit recently. However, I think a few of these stocks overcorrected and can now firmly be considered cheap.Among the cheap stocks are $Alphabet(GOOG)$ and $Taiwan Semiconductor Manufacturing(TSM)$ . Both are actually priced cheaper than the broader market, as measured by the S&P 500, which gives me confidence to label them cheap.However, I would

Hello everyone! Today i want to share some technical analysis with you!1. $Hims & Hers Health Inc.(HIMS)$ A perfect test of the 2/19 pivot VWAP before blastoff today.Image2. $CleanSpark, Inc.(CLSK)$ Inverse head & shoulders attempting to set up on the daily candle chart.Image3. $SPDR S&P 500 ETF Trust(SPY)$ According to Polymarket, there's a 2.1% chance that the Fed decreases rates by 25 bps tomorrow....So you're telling me there's a chance....Image4. $JD.com(JD)$ Bull flag on the daily chart.ImageOpen a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stock

Hello everyone! Today i want to share some technical analysis with you!1. $Robinhood(HOOD)$ Decaf or Regular? ☕️Image2. $SPDR S&P 500 ETF Trust(SPY)$ Hunting value in SPY?When 60%+ of the S&P hits 21-day lows, it’s often near capitulation.Historically, that’s been a spot worth leaning in.Image3. $iShares Silver Trust(SLV)$ Don't sleep on the silver surfer. 🏄Image4. $Tesla Motors(TSLA)$ Is the monthly higher low locked in? Image5. $Wingstop(WING)$ Chicken wings trying to stage a breakout. 🐔 Image6. $SPDR S&P 500 ETF Trust(SPY)$

$Alphabet(GOOG)$ is the Trump−proof cash printer cruising in a ​1.9T ad-conomy​​—trading at ​​18x P/E​​ (cheaper than a Trump tweet), with ​​YouTube ads yeeting +14% YoY​​ and Cloud revs gobbling ​​$9.6B/quarter​​. Bears whine “AI laggard!” but ​​Gemini 2.0​​ just turned skeptics into Pixel-pushing fanboys, slurping ​​15B monthly queries​

$Intel(INTC)$ is the sleeping cyborg of semiconductors—trading at ​​PE <10x​​ (cheaper than your ex’s NFT portfolio) while bears scream “AI flop!”. Sure, data center sales (+8% YoY) are a snooze-fest, but ​​Mobileye revs yeeted 83% YoY​​, and Gaudi3’s AI moonshot could turn CPUs into AI cougars by 2025.CEO Tan’s ​​180Bcapexdiet ​is slashing fat faster than acrypto crash—​∗∗​70B in govt candy​​ (Chips Act), ​​18A node​​ on track to outmuscle TSMC’s 2nm by 2026. Bears whine about debt? Bro, ​​$89B cash​​ and ​​136% ROE​​ scream “we’re not dead yet

$NVIDIA(NVDA)$ Real-World AI ApplicationsSentiment: Very Positive'''Nvidia expanded its AI applications portfolio across various sectors, emphasizing evolving edge technologies beyond GPUs, which bolstered its market position as a long-term growth stock.'''

$Palantir Technologies Inc.(PLTR)$ I'm convinced the people who hate on Palantir and constantly say it's overvalued, actually want to buy the stock but are too afraid to. Rather than buy, they hate on it in order to justify missing the $6 to $100+ move up.See you at $500+ someday, bearios! 👋

$Apple(AAPL)$ In the middle of a storm like all the other big downturns. Those who hold long will benefit. Takes time but it will come! Don’t be that someone that says I should have held Apple 5-10 years from now.I am long Apple. Upsetting to see it below 200. Not selling.

$Microsoft(MSFT)$ is the AIemper or partying in a ​3.24T cloud castle​​—trading at ​​33x P/E​​ (cheaper than your 2020 Zoom stock), with ​​Azure revs turbocharged to 35% YoY​​ and AI services slurping ​​8% of that growth​​. \Bears yelp “Capex hangover!” but ​​$800B AI infrastructure plans​ ​ just turned skeptics into Copilot groupies.

$Amazon.com(AMZN)$ is the iPhoenix rising from tariff ashes—trading at​ 33xP/FCF​ ​(cheaper than your 2020), with ​259B free cash flow​​ turbocharging a ​​$700B buyback blitz​​ that vaporized 35% of shares. Sure, bears scream “China slump!” but services just yeeted ​​12% growth​​ (aka “iBanking”) and AWS flexed ​​39% margins​**​ like a cloud-gym bro.CEO Cook’s “​​AI-lite​​” hustle—sneaking Siri 2.0 into iPhones like a spyware ninja—could turn 2B wallets into 20/monthAItax. Even Buffett’s​ ​70B trim​ looks like a bad haircut, not a breakup.

Two industry-leading AI stocks are historically cheap and begging to be bought, while another highflier -- up more than 1,700% since 2023 began -- won't live up to the hype surrounding it.For much of the last two-and-a-half years, the bulls have been in firm control on Wall Street. While a confluence of factors is responsible for lifting all three of Wall Street's major stock indexes to new heights in 2024 (and early 2025 for the $S&P 500(.SPX)$ ), it's the evolution of artificial intelligence (AI) that stands head-and-shoulders above other catalysts.The broad-stroke excitement with AI is that it allows enabled software and systems to reason and act on their own. Looking a bit further down the line, machine learning, when coupled with AI capab

The last two weeks were critical for the future of the AI trade.Google, Amazon and Microsoft all said their cloud businesses are capacity-constrained.AI demand is well and alive.Here are my top 10 AI infrastructure stock picks: 🧵1. $Advanced Micro Devices(AMD)$ 5-year Revenue CAGR: 27%Gross Margin: 53%Forward P/E: 22It's second largest provider of data center GPUs after $NVDA.Though its hardware was comparable to that of $NVIDIA(NVDA)$ , it was way behind in software stack.Now it's catching up with ROCm updates. Its MI300x chips are already outperforming Nvidia H200 in inference performance.The demand will explode for its next-gen chips.Image2. $NEBIUS(NBIS)$ 3-ye

Hello everyone! Today i want to share some technical analysis with you!1. $Hims & Hers Health Inc.(HIMS)$ At this point, this earnings pullback is simply just a retest of the VWAP zone it broke out of last week.Image2. $PayPal(PYPL)$ Nearing the January 30th pivot VWAP zone.Image3. $Amazon.com(AMZN)$ This anchored VWAP pinch is getting TIGHT.ImageOpen a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!For whom haven't open CBA can know more from below:Find out more here：Trade on a Cash Boost Account and enjoy up to 6 mon

Hello everyone! Today i want to share some technical analysis with you!1. $SPDR S&P 500 ETF Trust(SPY)$ lowest daily volume in over a month today.Under 40M shares—only happened a handful of times in 2025.Here were the last two... Just an observation. 🤔Image2. $Apple(AAPL)$ How bout them apples. 🍎 Image3. $VanEck Gold Miners ETF(GDX)$ Hard to believe this 5-year breakout from Gold Miners is already done…Quick pit stop before the next leg? ⛏️Image4. $CrowdStrike Holdings, Inc.(CRWD)$ Room to run into earnings 🏃💨 Image5. $Gold - main 2506(GCmain)$ Look who's waking up again..