$Microsoft(MSFT)$  Microsoft Stock Dips Amid OpenAI Acquisition Concerns and Market Factors: Microsoft (MSFT) stock has fallen over 8.6% in the past five days, partly due to investor concerns about OpenAI's $3 billion acquisition of AI coding assistant Windsurf. Despite Microsoft's partnership boosting MSFT in June 2024, the external acquisition raises worries about OpenAI potentially diverting resources from enhancing Microsoft's AI. This comes after OpenAI's $40 billion funding round. Windsurf, a competitor to Cursor and offerings from Anthropic, is seen as industry consolidation. Despite the downturn, MSFT is down about 12% YTD but outperforming many tech stocks due to its resilient Azure cloud business.  Analysts maintain a "Moderate

$AST SpaceMobile, Inc.(ASTS)$  AST SpaceMobile Makes Big Leap in Satellite Communication! 📡📱 Exciting news from AST SpaceMobile! Their BlueBird satellites just achieved a video call between regular phones, without any Wi-Fi or cell towers – it worked completely through a direct satellite connection! 🎉 This is a big deal! It's an early step towards their goal of creating a global satellite broadband network, which could provide internet access to pretty much anywhere on Earth. 🚀 Investors, take note! 🤑 This achievement strengthens ASTS's long-term potential. I'm recommending a HOLD for now, but if the stock price dips into your buying range, it could be a good opportunity to snag some shares! 📈 What do you guys think? What's your strategy for

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$  Despite impressive financial performances, some of the biggest names in AI are experiencing a disconnect between their strong fundamentals and stock price. Tesla, despite a recent decline in vehicle sales, has seen its stock price surge, with some analysts valuing it at over $500 per share. Nvidia, consistently delivering strong earnings, has witnessed a significant drop from its peak, exceeding 20%. Even a slight miss on Azure growth, a key driver for Microsoft, has resulted in a 6% decline in its stock price. This perplexing market behavior highlights the disconnect between fundamental performance and stock price movement, particularly within the technology

$BigBear.ai Holdings(BBAI)$  Reports indicate that BBAI Ultimate Holdings LLC, a company holding over 6 million shares in BigBear.ai, sold 6,075,697 shares on December 26th at an average price of $4.15 each. 1 This large-scale insider selling often triggers bearish sentiment among investors. The reasoning is that insiders with deep knowledge of the company might believe the stock is currently overpriced. In this case, the market reacted negatively to BBAI Ultimate Holdings' sale, pushing BigBear.ai's stock price down on Friday.

$NVIDIA(NVDA)$  Nvidia Faces New AI Chip Competition from Huawei: Nvidia's stock price dropped by 2% on Monday, even as the S&P 500 went up by 0.2%. This happened because a Chinese company, Huawei Technologies, is reportedly getting ready to challenge Nvidia in the market for artificial intelligence (AI) chips. According to The Wall Street Journal, Huawei has approached some Chinese tech companies to test its new chip called the Ascend 910D. Huawei hopes this new chip will be more powerful than Nvidia's H100 chip, which came out in 2022 and has since been followed by newer Nvidia chips like the Hopper series and the Blackwell AI semiconductors. Currently, Nvidia is not allowed to sell its most advanced AI chips to companies in China. Howe

‌$APPLIED DIGITAL CORP(APLD)$  ‌ SWOT analysis of Applied Digital Corporation (APLD), synthesized from the Q3 FY2025 Earnings Report and the 10-Q SEC filing: 🔷 Strengths 1. Revenue Growth and Business Diversification Total revenue for Q3 FY2025 reached $52.9M, a 22% YoY increase, reflecting the company's growing market footprint​. Diversified across three business segments: Cloud Services: $17.8M revenue (+220% YoY) Data Center Hosting: $35.2M High-Performance Compute (HPC) Hosting: Under development, strategic long-term bet 2. Strategic Financial Partnerships Secured $375M in financing from Sumitomo Mitsui Banking Corporation (SMBC) to support the Ellendale HPC campus​. Macquarie Asset Management signed on to invest up to $5B, underlining i

‌$Coinbase Global, Inc.(COIN)$  ‌$GraniteShares 2x Long COIN Daily ETF(CONL)$  ‌ Revenue & Profitability: Total Revenue: $6.6 billion (More than double YoY). Adjusted EBITDA: $3.3 billion (Second consecutive year of profitability). Net Income: $1.3 billion (Includes a $476 million pretax unrealized gain on crypto assets, equating to $357 million after tax). Trading & Transaction Volume Total Trading Volume (Q4): $439 billion, up 137% QoQ. Consumer Trading Volume: $94 billion, up 176% QoQ. Institutional Trading Volume: $345 billion, up 128% QoQ. Consumer Transaction Revenue: $1.3 billion, up 179% QoQ. Institutional Transaction Revenue: $141 million, up 156% QoQ. Subscription & Service

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  US Debt Refinancing: Interest Rates, China, and Trade Tensions: The U.S. faces the challenge of refinancing over $9 trillion in debt by June 2025, making interest rates a critical factor. President Trump has advocated for Federal Reserve rate cuts, as higher rates increase the cost of this refinancing, straining the federal budget and expanding the deficit. Conversely, lower rates would allow the U.S. to refinance at a reduced cost, saving billions.   However, Trump's trade policies, specifically tariffs on China, have complicated this situation. China is a major holder of U.S. Treasury bonds, effectively lending money to the U.S. government. C

‌‌$SoFi Technologies Inc.(SOFI)$  ‌  Record Net Revenue: GAAP net revenue reached $771.8 million, a 20% increase year-over-year. Adjusted net revenue was a record $770.7 million, up 33% year-over-year. Net Income: GAAP net income was $71.1 million, and diluted earnings per share were $0.06.   Record Member and Product Growth: SoFi added a record 800,000 new members in the quarter, bringing the total to 10.9 million (a 34% year-over-year increase). They also recorded a record 1.2 million new products, increasing the total by 35% year-over-year to 15.9 million.   Record Fee-Based Revenue: Total fee-based revenue reached a record $315.4 million, a 67% increase year-over-year.   Strong Performance in Financial Services and Tec

$Tiger Brokers(TIGR)$  The Uneven Playing Field: Information Asymmetry in Stock Trading In the world of stock trading, the ideal scenario is a level playing field where all participants have equal access to information. However, the reality is often quite different. Information asymmetry, the concept where one party in a transaction possesses more or better information than the other, plays a significant role in the stock market and can have a profound impact on trading outcomes.   What is Information Asymmetry? Information asymmetry exists when some traders have access to non-public information, such as insider knowledge about a company's upcoming earnings, mergers, or new product launches, while others rely solely on publicly available

$NVIDIA Corp(NVDA)$   Earnings  Nvidia's latest earnings report exceeded expectations, solidifying its position as a tech titan. The company's strong performance reflects the surging demand for its AI-powered solutions. With a robust product pipeline and a dedicated focus on innovation, Nvidia is well-positioned to capitalize on the growing AI revolution. This earnings report further reinforces Nvidia's reputation as a reliable and high-growth investment. The future for Nvidia looks bright, as AI continues to reshape industries and drive technological advancement.

$D-Wave Systems Inc.(QBTS)$ $Quantum Computing Inc.(QUBT)$ $IONQ Inc.(IONQ)$  Disclaimer: Investing in stocks, especially in a rapidly evolving field like quantum computing, involves significant risk. It's crucial to conduct thorough research or consult with a financial advisor before making any investment decisions. That said, here are a few companies that are considered strong contenders in the quantum computing space, and their respective stocks could potentially offer significant growth: IonQ (IONQ): Known for its trapped-ion quantum computing technology. Has partnerships with major tech giants like Amazon, Microsoft, and Google. Focuses on practical app

$KULR Technology Group, Inc.(KULR)$  Following its December 4th announcement to allocate up to 90% of surplus cash to Bitcoin, KULR Technology Group has now purchased 217.18 BTC for roughly $21 million. This translates to an average purchase price of $96,556.53 per Bitcoin. This initial $21 million investment is the first step in KULR's ongoing Bitcoin acquisition strategy. They will use Coinbase Prime for custody, USDC transactions, and self-custodial wallet services.

$AT&T Inc(T)$    AT&T: A Telecom Titan Navigating the Digital Age AT&T, once a behemoth of the telecommunications industry, is undergoing a significant transformation to adapt to the rapidly evolving digital landscape. While the company faces numerous challenges, its strategic focus on 5G technology, fiber broadband, and emerging digital services presents promising avenues for future growth.   5G Leadership: Network Expansion: AT&T is investing heavily in building a robust 5G network, which is expected to drive significant growth in both consumer and enterprise segments.   Innovative Services: The company is leveraging 5G to offer innovative services like high-speed mobile broadband, IoT solutions, and advan

‌$APPLIED DIGITAL CORP(APLD)$  ‌ Customer Concentration Risk: Current Status: Nearly 49% of the company’s revenue in the first half of FY25 was derived from a single customer (Customer A). This high dependency exposes the company to significant financial and operational risks if the customer reduces or discontinues its business relationship. Mitigation Strategy: Applied Digital should diversify its customer base by targeting a broader range of clients, particularly in non-crypto sectors like AI and machine learning. Expanding the Cloud Services and HPC segments will be pivotal in reducing dependency on any single customer. Evaluation: The success of diversification will depend on the company’s ability to attract and retain enterprise clients

‌$APPLIED DIGITAL CORP(APLD)$  ‌ Key Fundamental Facts and Figures from Applied Digital’s Fiscal Second Quarter 2025 Report Revenue Total Revenue (Q2 FY25): $63.9 million, up from $42.2 million in Q2 FY24 (51% year-over-year growth). Six-Month Revenue (H1 FY25): $124.6 million, compared to $78.5 million for H1 FY24 (58.7% growth). Revenue Concentration: Customer A accounted for 49% of revenue in the six months ended November 30, 2024. Profitability Net Loss (Q2 FY25): $(138.7) million, significantly higher than $(10.5) million in Q2 FY24. Six-Month Net Loss (H1 FY25): $(143.0) million, compared to $(22.4) million in H1 FY24. Operating Loss (Q2 FY25): $(18.6) million, compared to $(7.9) million in Q2 FY24. Costs and Expenses Cost of Revenue (Q

‌$ON Semiconductor(ON)$  ‌ Onsemi and DENSO Deepen Partnership to Advance Autonomous Driving and ADAS Technologies: Onsemi (Nasdaq: ON) and leading automotive supplier DENSO CORPORATION have announced an expanded collaboration to enhance autonomous driving (AD) and advanced driver assistance systems (ADAS) technologies. For over a decade, onsemi has provided DENSO with state-of-the-art intelligent automotive sensors, critical to advancing vehicle connectivity and reducing traffic fatalities. These cutting-edge semiconductors have played a pivotal role in boosting vehicle intelligence for safer driving. "DENSO's commitment to strengthening our partnership highlights their trust in our innovation, expertise, and reliable supply of automotive tech

$NVIDIA(NVDA)$  US Tightens AI Chip Grip on China: Nvidia Faces $5.5B Hit: The US government's decision to impose a license requirement on Nvidia's H20 AI chip exports to China marks a significant tightening of export controls, carrying substantial implications. This action, leading to an anticipated $5.5 billion charge for Nvidia, underscores the US's heightened concern over China's access to advanced AI technology, even in modified forms designed to comply with previous regulations. The move disrupts Nvidia's strategy to serve the Chinese market with the H20, a chip crucial for inference tasks and sought after by major Chinese tech companies. It signals a US focus on preventing even nuanced pathways for China to enhance its AI capabilities,

$Gorilla Technology(GRRR)$  Gorilla Technology Group: Powering the Future of Smart Cities Gorilla Technology Group is a global technology company specializing in AI-powered solutions for smart cities and enterprises. The company's business model revolves around developing and deploying innovative technologies that enhance security, efficiency, and sustainability.   Key Business Segments: Smart City Solutions: Video Analytics: Gorilla's advanced video analytics solutions enable real-time monitoring, object detection, and facial recognition.   Traffic Management: Intelligent traffic management systems optimize traffic flow and reduce congestion.   Public Safety: Security solutions, such as intrusion detection and emergency respon

‌$APPLIED DIGITAL CORP(APLD)$  ‌ SWOT Analysis of Applied Digital Corporation (Fiscal Second Quarter 2025) Strengths Revenue Growth: The company's total revenue for the quarter increased significantly to $63.9 million compared to $42.2 million in the same period last year, highlighting robust demand for its services. Diverse Business Segments: Applied Digital operates across three key segments: Data Center Hosting, Cloud Services, and High-Performance Compute Hosting (HPC). This diversification spreads risk and caters to multiple markets. Strategic Financing: Successful issuance of $450 million in Senior Unsecured Convertible Notes demonstrates strong access to capital markets and investor confidence. Additional funding through equity raises