MICRON | SMCI | ORACLE Opportunity or Risk??🤔 Long Google | Short PDD ‼️
I’m still holding $Alphabet-C (GOOG.US)$ and just bought $Super Micro Computer (SMCI.US)$ yesterday for swing trade. As we know that SMCI almost dropped 20-30% from 600 to 400 due to the accounting fraud potential from SMCI based on hinderburg report and SMCI is expected to release the 10K Report by today (after the bell) or by latest on Monday‼️ So yeah, it’s basically a gambling here, I’m betting on SMCI can release the 10K Report within the deadline and expected the stock might increase 15-20% if everything goes fine. Of course, I’ll set a tight stop loss and since I’m sitting with 5-6% profits so I think I am at a very good position 🤯 Let’s hope for the best😁
As I mentioned in my previous post, I started to short $PDD Holdings (PDD.US)$ yesterday and added some short during today’s premarket too‼️The reason why I’m shorting PDD is due to its geographic risk + Its future profitability is gonna be lesser as what PDD mentioned, but as I said, since it’s a short position, I’ll close it if anything goes wrong😷
$NVIDIA (NVDA.US)$ is in a consolidation period after 10-15% rise within 5 days. It’s still my top1 stock by the way‼️
$Bitcoin (BTC.CC)$ 52-53k might be the recent bottom and now we’re heading to 60k. We need to break 63-65k in order to go further. Bitcoin is currently my second top stock♥️
$Micron Technology (MU.US)$ Seems like 84 is the recent bottom after so many bad news got priced in. Yesterday Micron dropped was due to a Downgrade Rating of $67 per share given by an analyst. To be honest, I don’t really take this analyst word seriously🫠 Of course I do have Micron in my portfolio and currently is in a losses position but I’m not really afraid as it’s only a small portion of my portfolio but we do have to take note that their earning will be released on 25/9, this is gonna be a game changer for Micron if Micron is able to give a great forecast from its earning📈
$Oracle (ORCL.US)$ I don’t really understand with the sudden spike in Oracle Share Price today. The spike was due to the company forecasted that they are going to be having a very good number of orders in 2029🤒🥹🤮 We’re not even in 2025, yet the CEO could already make a forecast in 2029😂😂 What a joke🤥 I’m actually trying to short Oracle at this all time high level for swing trade as I believe short term highest point has been made after so many good news have been published in a short period of time💸
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‼️ Swing Trade + Long Term Holding‼️
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Awuhsawj :
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Awuhsawj :
103775419 : why hold goog? instead of googl?
Anthony 27 OP 103775419 : I just pick up either one..it’s the same for me unless you want to have voting rights then you need to consider the differences between google A and Google C
Anthony 27 OP 103775419 : Ya normally the percentage wise is more or less the same
103775419 Anthony 27 OP : oh i see! so both performances is the same is it? actually im thinking of entering the market... but not sure if now is a good price to buy in. i know google has a lot of potential and now the price is down because of the uncertainty and lawsuit... but now im wondering if there will be another drop again or will just go up from here. any thoughts? saw that your avg cost is 153
Anthony 27 OP 103775419 : No one can time the market perfectly. What you can do is to buy batch by batch if you are really confident with the company that you’re choosing.
103775419 Anthony 27 OP : i see! thank you!
Money Thrill : Indeed Mu gonna be a game changer. My personnel research shall be for next week. I look at the future fundamentals and i do not see analysts are aware of it. They see only loss and DRAM chips? Not the new generation? The (hardware) is almost at his end because Miniaturization cannot continue indefinitely with regular AI chips even GPU’S. New ways are in laboratory research here in Belgium, Imec. But difficult to know what Micron is doing here for almost 3 years until 2027![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Anthony 27 OP Money Thrill : Nice
