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AMD, NVDA, SMCI,,,oh no, Mr. Bill!,,,
AMD didn't give any guidance in
their earning's date release...
https://finance.yahoo.com/news/amd-report-fiscal-first-quarter-201500323.html
Yahoo Press Release tab instead of
All tab helps Quick Check for actual
company news releases,,,
whew, it makes a difference...Eureka...
So we watch...LJ
SMCI has little following on the Hub...
may need a forward split to draw
more attention...
AMD is the one really looking over
looked by fans...
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174247551
The young coders that I know are
all gamers Still and love AMD...
So there is a big fan base out there
that hasn't started chasing AMD up
the Ai price pole, Yet...
If you can figure out how to buy in
the foreign market, Lanner is also
priced cheaper...
https://finance.yahoo.com/quote/6245.TWO/
Whoopsy Friday started me reviewing
and the end may not be here, Yet...
So we watch...LJ
GRRR had Disappointment gap down from 7.60
close on 04/09 when the company
surprised with the r/s 8-k filing...
https://www.barchart.com/stocks/quotes/GRRR/interactive-chart
Average daily pricing had been
stronger prior to that while share
holders await audited annual filing...
04/30 is date due for audited annual
filing for 2023 from GRRR...
Foreign companies are allowed 30
extra days for some odd reason...
Another video provider helps add illumination
but is playing the swing against the
Disappointment gap down which is
below most holders' average cost...
And could bag and tag profits and
try to reload cheaper before the
annual filing comes out...
Was able to add more after r/s
in low $5ish range but it wasn't with
short term hopes of $7ish...
Good to see more people watching after
death of tech was pre announced last
Friday by the market...
So we watch...LJ
GRRR down from $70 price in July, 2023...
https://www.barchart.com/stocks/quotes/GRRR/interactive-chart
Several longer term investors would
like to see a rebound in price...
And less sand tossed in their faces...
So we watch...LJ
GRRR new illumination, down from $70
in July, 2023 to $5 in April, 2024...
https://www.barchart.com/stocks/quotes/GRRR/interactive-chart
GRRR started a $300 million project
in July, 2023 causing price to rise
to the $60 to $70 range...
https://finance.yahoo.com/news/gorilla-technology-signs-contract-deploy-210000935.html
Iran-Israel war games in Red Sea
torpedoed confidence after new
contract was started...
And contract work has been ongoing...
Adjusting valuation to the $40 to $50
range seems prudent until war games
in Red Sea are completed...
New illumination is afoot to trade the
low float, low price...
Iran-Israel war games have temporarily
disrupted modern commerce and
impeded company growth...
Iran wants more for oil sales...
West wants to generate more defense
spending contracts...
And phock everything else is their
view of the world...
U.S. leaders act like Top Gun was a
movie using cartoon characters,
keeping a mighty Navy in defense stance
while many assets and soldiers sit
in a war zone...
U.S. Navy is designed for Offense...
2024 is first year in history that Pirates
have gone unpunished on world seas,
Iran attacks are Piracy Acts that the
world chooses not to punish...
So we watch...LJ
VTLE and oil companies popping up with
oil price limping surprised me far
more than tech stocks bouncing,,,
tech stock prices are bouncing after
op ex Friday paydays anyway...
so we watch...LJ
any pos can bounce, from way,way oversold...
so we watch...LJ
SMCI had GS do the $825/share offering
back in late March...
https://ir.supermicro.com/news/news-details/2024/Supermicro-Announces-Pricing-of-Public-Offering-of-Common-Stock/default.aspx
They have reportedly expanded production
sites to be able to handle almost double
projected revenue of 2024...
They generate only a small portion of
revenue within their sector now...
Smaller company with lower share count
than peers...
SMCI looks more like a chart play now
with good earnings expected soon...
So we watch...LJ
Trying to stay focused on longer term prospects...
https://stocktwits.com/scascioli91/message/570425686
Security side of tech seems to
offer some potential...
So we watch...LJ
SMCI may have its big bounce day Tuesday
if the February chart pattern
sees a repeat...
Gave AMD a 2 to 1 seeding over
NVDA today,
so, you see that I'm not exactly
batting the best on guesses...
So we watch...LJ
Easier to look right over night with thin
traded green future action...
Oil price dropping due to all
unrest calming down...
Now that is definitely a suspect
idea to think about...
So we watch...LJ
don't come a knockin when mstr is rockin...
hope you get to buy a new shirt
in a few days...
so we watch...LJ
Oil/gas swaps, bet ya didn't know this...
Israel Genocide to get U.S. Reward in aid
if Senate approves it next week...
https://www.commondreams.org/news/mass-grave-gaza-nasser-hospital
U.S. Debt Crisis will also get
upped by the reward offering...
Swamps are red and blue in U.S....
So we watch...LJ
OK, it appears that some rotation in tech
was done on overall move, and
irrelevant to each company prospect
within that area, chips, semis, phones,
blah,blah,blah...
Tsm, do you ever listen to their CC or
read the transcript?. post cliff notes if
you do on high and low points...
https://stocktwits.com/emeraldbayrider/message/570026767
On Thursday, the Yahoo video link
reviewed TSM around 1:34 with a
sector follower, lot of review of rates
and existing home market also in
that daily video...
https://finance.yahoo.com/video/p-500-looks-break-losing-113003473.html
At some point the overall etf like
rollout effect in tech, chip and semi
related activity, revert back to investors
choosing best of breed to saddle...
Will watch while you ride...
Head em up, move em out, Rawhide...
So we watch...LJ
Are Trump fans not eating out this Saturday
night?...
will restaurants even notice it?...
hhhmmm, makes me ponder, did
Trump fans decide not to buy any
stocks last week?,,,
Did we just not get a memo on this?...
I noticed this evening, so had to ask...
So we watch...LJ
SMCI analyst came out with Saturday
article after the Friday PLUNGE...
https://finance.yahoo.com/news/where-super-micro-computers-soaring-200200927.html
Watching this one more because
it has much lower share count than
some other big names, so can be
moved easier down or up...
Ai is already so old news, but watching
it in anyway just to do it...
It seems like the chip has to find
something to go into to keep the
Ai chip demand up...
Chicken before the egg thingy?...
So we watch...LJ
Congress pushing thru more aid package
for Ukraine was unexpected, Johnson,
and adds to prospects of extending
that war longer...
Only excuse needed for the coders
to take down the market on Friday...
It happened going into op ex expiration
back in February also, Which is when
they started pushing up oil price after
one of weakest January fuel demand
periods in years...
Lots of money moving things...
You might want to look hard at that on
Monday as maybe a gift to cover cheap
on the call and then resell after rebound...
Dow stocks in tech areas showed little
weakness Friday because they weren't
coded to drop...tech still moves market,,,
one way or the other...
And it has become even more clear
that we have no idea what we are
doing...
So we watch...LJ
Unreal amount of money made on tech
stocks off sold calls and sold
puts on Friday alone...
links for Nvda and Smci...
if those links roll ahead to 04/26,
the changes were similar on Friday...
https://www.barchart.com/stocks/quotes/NVDA/options?expiration=2024-04-19-m&moneyness=20
https://www.barchart.com/stocks/quotes/SMCI/options?expiration=2024-04-19-m&moneyness=20
Only two of the losers for the week
but they were dropped huge on Friday...
Closed gains for holders of any of those
sold contracts on Friday that evolved to
unreal changes on Friday alone...
Tsla had a similar fate in past week but
rebound potential may not be as
big of potential as many tech droppers...
Big drops on a Friday have two sides to
the Tale of the Tape...
Money never sleeps...
So we watch...LJ
Could be a flash crash here where the
hardest hit rebound fast...
The 4th to 10th starting weakness
going into tax season seemed about
logical after retail players should have
made so much so far in 2024...
And when their buying slips the big
MMs have less flips for profit and turn
into panicky danicky mode...
And those smarter retail traders that
made so much already in 2024 when
they see deal prices on something
turn back on buy mode...
And everything isn't a deal just because
it dropped in price...
Bear markets will slowly grind down
and have some big rebound days...
Market has seen weakness because
of weighting and having some weakness
in that higher weighting...
Two big companies that dropped in
past week seem to have reasons...
Ones that were tossed out with the bath
water then may find quick bounces...
Where will any growth come from?...
SPX filled gap area around 500 and
had several days of shaking since
it filled the gap...
Best way to lose money steadily over
past few years has been to buy puts
before tech companies start reporting...
That is where only the brave will tread...
Peon thesis is flat to up and hope to get
lucky on the big rebound companies...
So we watch...LJ
Smci collapsed back around 02/16 but
rallied back to around $975
by 02/22...
What did they blame that on then?...
Now the MMs drag things down because
they know retail is lighter in wallets if
they recently paid taxes...
Very wild to see big listed companies
so volatile...
Why did IBM and Cisco go up on
Friday if things went in the toilet?...
So we watch...LJ
Taylor is doing Great with record album
sales without the weekly football
games to put her on TV...
Just wanted to update you...
So we watch...LJ
SMCI didn't pre-warn on lowering expectations
for quarterly earnings on Friday
or it may have gotten hammered...
pervious guidance...
https://www.otcmarkets.com/filing/html?id=17215971&guid=Z4Q-kpx3Tz8GB3h
https://www.otcmarkets.com/filing/html?id=17190700&guid=Z4Q-kpx3Tz8GB3h
Not outside realm of possibility that
some Arab related holders dumped
early on Friday on big winners after
the Israel attack...
Then they could started reloading
later in the day...
Looks too obvious to me...
So we watch...LJ
SQQQ puts at 12.50 for next Friday
picked up this afternoon...
Huge bear raid on Smci and Nvda
on opex Friday weekly expiration
day may coincidental...It also fiits
Wall Street m.o. of manipulating...
Market falls apart without leadership...
Not a fan doing this reverse playbook
action, but the alternative of the whole
market imploding isn't a fond idea...
https://finance.yahoo.com/quote/SQQQ/options?date=1714089600
So we watch...LJ
In theory, Iran has to wipe Israel off
the map in their next attack
since they have shown defense
weakness...
Only in theory, though...
That wouldn't keep the pipeline of
defense spending rolling along...
So we watch...LJ
U.S. needs to be forceful on Red Sea
shipping being restored now...
And inform Iran that any vessels that
target Any shipping vessels will then be
targeted to be destroyed...
And let Israel and Iran both know that
the world won't be hand tied by those
two countries conducting war games with
each other...
U.S. and other countries need to stand
up now and be Decisive on getting safe
shipping restored in the Red Sea...
So we watch...LJ
re Tsla retreat, will vote Meta as most
likely to drop $100 or more next...
It has a gap almost $100 below from
around $400 back in February, 2024...
Much bigger upturn over past year...
Big question is?...where does the fund
money coming out of Tsla sales now
get directed too?...
So we watch...LJ
Jews and Iran have reloaded on oil bets...
In case no one has told you...
so we watch...LJ
Oil price surging on Trump jury selections...
ZNN on top of the news...
take this article link with grain
of salt like media is doing...
https://www.jpost.com/breaking-news/article-797866
so we watch...LJ
Oil price may start a rebound Friday
after four down days...
Price peak last Friday had some war
betting that unwound...
Current betting line on rebound of demand
for summer seems to have had that
money flow over run by war sellers...
Kinda wild to watch swings when news
comes out and is ignored...
New U.S. sanctions on Venezuala start...
If some war vessels had been placed
at opening to Red Sea to take out the
Iran vessels that attack traffic months
ago then that problem would have
been handled before now...
Self protection of international shipping
vessels is not acts of war...
So we watch...LJ
VTLE has lots of sold puts at 50
to get exercised Friday if price
keeps holding up...
VTLE stunned me by moving so far
above 50 again...
A lot of these small oils have performed
above expectations after most diluted
over past two years...
So we watch...LJ
Sometimes spanking an ask will help...
Gorilla + Lanner Edge Ai Solutions info link...
https://lannerinc.com/solutions/edge-ai/gorilla-intelligent-video-analytics-recorder
so we watch...LJ
VTLE having hedging losses to report soon
made your sale look timely...they
like to report their market to market
losses in 1st quarter for the year,
but will see those rise in 2nd quarter,
rather than being gained back since
oil price is well above hedges now...
roughly 95% of production level of
4th quarter of 2023 is hedged in the
1st and 2nd quarter of 2024, and may
stay that way till year end unless some
contra put action is bot...doubtful...
betcoin retesting the 72,000 mark
is a point to consider for bye-bye...
lady has a lot of downside potential
if the uptrend fades fast...
funds have already loaded bits to sell
into a rally again if peons show up...
technicals is all you have to watch on
betcoin as they are like penny stock
plays without value to track...
So we watch...LJ
betcoin is halving on 19th so this shake
seems logical before that...
enough good news...
there has been a monster technical
rally from bottom to recent price top,
prior to an expected event...
and odds favor rally back to test recent
high area after halving occurs...
how someone chooses to take some off
the risk line if/when the recent top nears
or gets tested is a personal decision...
Anyone left who doesn't know what is
coming on Friday?...
So we watch...LJ
GRRR 5.73, Gorilla + Lanner Ai Solutions link...
https://lannerinc.com/solutions/edge-ai/gorilla-intelligent-video-analytics-recorder
Lanner is a much bigger company
in Taiwan and deals with multiple
partners across tech product line...
If GRRR/Lanner product is being
built in India then it gets that Taiwan
chain worry out of focus...perhaps...
Only a guess on that after their CC
expressed plans to grow head count
in India in 2024...
GRRR traded up to 6.30 to 6.40 range
in after hours on Tuesday...
You need plenty of time if you are
gonna product shop on that Lanner
website for different products...
GRRR product doesn't require GPU so
that may benefit a client that didn't want
to give hacker access for those using
GPU+Ai system to try to disrupt the
system, peon guess on that after reading
some on AI chips and systems elsewhere...
This is a brave new learning field...
So we watch...LJ
Flat calm, rising gasoline prices in China
will hamper efforts to reboot the
ailing economy...
It is ailing due to problems in the
real estate sector and lower amounts
of spendable income hurt it more...
https://oilprice.com/Energy/Energy-General/China-Raises-Gasoline-and-Diesel-Prices-amid-Soaring-Crude-Oil-Prices.html
Flat calm is an outlook now for the
market to consider, little movement
up or down...
Flat calm is what a sailor dreads as no
wind comes to fill the sails...
So we watch...LJ
SPY may be too near filling the gap
around 500, to start new shorts
against bigger names,
barring an isolated big company
break down due to an unknown...
The potential rebound can always
raise the tide with it...
When the tide is lapping at a sea
wall again is better time to wager on
new short ideas,
Which are abundant with shrinking
world economy due to war stress...
So we watch...LJ
GRRR shows that a powerful trading group can
move a company price down even
as the company puts out good
revenue and net profit numbers...
They only spend the time trading
enough shares to move a price down
to buy up more shares when cheaper...
Wall Street is only about controlled
money flow writing a script to follow...
A 2 p/e company price in the tech sector
during Ai mania easily proves it...
Diversifying holdings is what gives a
better chance at catching a money
flow rising star...
And buying while prices are dropping
as they are now...
If you find something else to like then
someone else may find what you are
holding and love it...
So we watch...LJ