HiTALK

    • HiTALKHiTALK
      ·03-20
      $Advanced Micro Devices(AMD)$ The market has been rising all the way, and I made some money. I’m so lucky. I rewarded myself with a chicken leg. I’ll keep working hard tomorrow and make more money!
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    • HiTALKHiTALK
      ·02-14
      $FIT HON TENG(06088)$ Foxconn's advanced AI technology and smart manufacturing are truly impressive this year! The digital twins and AI-driven caregiving robots are incredibly cutting-edge. With Chairman Terry Gou participating in the next-gen AI forum to discuss how physical AI will lead industrial digitalization into a new era, I'm even more excited about Foxconn's future growth. As these innovations advance, Foxconn's digital transformation in the industrial sector will undoubtedly take a major leap forward.
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    • HiTALKHiTALK
      ·01-03
      $XIAOMI-W(01810)$ Haha, a small profit is fine. I have confidence in Xiaomi and Lei Jun. Thanks to CBA.
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    • HiTALKHiTALK
      ·2024-10-23
      $NIO Inc.(NIO)$ NIO inc and ONVO sales should be lifting to 20k to 25k for this quarter. Any timing on when mgmt anticipates the integration of their own chips in the EV production? Estimate on margin improvement? Thanks for any insights to me.
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    • HiTALKHiTALK
      ·2024-10-16
      $Marathon Digital Holdings Inc(MARA)$ when bitcoin hits new highs a double is only the beginning.power mining was in Amsterdam last week at the conference. recommend listening to McNally money/power mining video on this cycle bitcoin price.it's above my high end number.
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    • HiTALKHiTALK
      ·2024-10-12
      $Trump Media & Technology(DJT)$ im all in on $50 calls for nov 15! im gonna buy more of them next week! LFG djt to $100! and im so pissed because i "threw away" $500 on tsla puts i totally fucked up i would have had 2 extra DJT calls!! man i suck sometimes...
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    • HiTALKHiTALK
      ·2024-10-11
      $Micron Technology(MU)$ Let's assume yourself the CEO of MU. Your HBM (memory for AI) sold out for 24,25. What will you do? raise price for HMB is obvious. This is the fastest way to capitalize on it. The second is to increase capacity. How about move some production from other production line to HBM if that is possible? What happen to supply of the overall market if production shifted to HBM?Jasen Huang said AI needs one million times more memory. This is not a short term demand. MU also is leading in the HBM technology. that is why MU HBM is bundled with Blackwell. Now, is 5x PE reasonable for a company growing at 60%+ with leading technology in the key component of AI revolution? You tell me
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    • HiTALKHiTALK
      ·2024-10-10
      $Tesla Motors(TSLA)$ market makers sold this down to support twice at 240.00 in order to load up on cheap calls and shake weak hands for the 10/10 Robotaxi unveiling. we should see 247-250 before close and a move to 270+ if Elon really surprises us.I’m long holding 245c & 250c expiring Friday. Also leaps to 300c for next January. Earning catalyst coming as well.
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    • HiTALKHiTALK
      ·2024-10-09
      $Apple(AAPL)$ A downgrade but raises the price target. Does that make any sense? Those people are just trying to confuse investors to churn stock. That's why I pay no attention to them. If they're trying to devalue Apple, that's their choice. If I'm confident in Apple's strategy, I don't care what the analysts say, good or bad. Apple's quarterly report is the only thing that I trust.
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    • HiTALKHiTALK
      ·2024-10-08
      $Li Auto(LI)$ Li Auto Overnight; Up 6.71%! $LI has a sinusoidal pattern of bouncing up and down between $20/share and $45/share. Currently, it’s on the rise to $45… could possibly reach $50. In my opinion, this is the strongest EV company in China, besides BYD
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