📉 Alright, let’s cut through the noise. The $Nasdaq Composite Index (.IXIC.US)$ ’s 10% nosedive in two weeks, $Tesla (TSLA.US)$ getting halved, and the VIX fear gauge spiking above 25 have everyone sweating bullets. 😱But before you start hoarding canned goods and cash, let’s break down what’s actually happening—and how to position yourself for the long game.
The Crash Culprits: Why Markets Are Freaking Out
Here’s the lowdown on why Wall Stree...
The Crash Culprits: Why Markets Are Freaking Out
Here’s the lowdown on why Wall Stree...



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Mario Timberlake
liked and voted
$NVIDIA (NVDA.US)$
Key Drivers and Risks
The primary driver for Nvidia’s expected performance is the surging demand for AI infrastructure. Major clients are significantly increasing capital expenditures: Meta plans to spend up to $65 billion on AI data centers in 2025, up from $39.2 billion last year, while Alphabet forecasts $75 billion, and Amazon could spend over $100 billion. This supports the high revenue and earnings projections.
However, there is some controvers...
Key Drivers and Risks
The primary driver for Nvidia’s expected performance is the surging demand for AI infrastructure. Major clients are significantly increasing capital expenditures: Meta plans to spend up to $65 billion on AI data centers in 2025, up from $39.2 billion last year, while Alphabet forecasts $75 billion, and Amazon could spend over $100 billion. This supports the high revenue and earnings projections.
However, there is some controvers...


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$Alphabet-C (GOOG.US)$ $IonQ Inc (IONQ.US)$
For decades, quantum computing has faced a seemingly insurmountable challenge: scaling qubits without introducing overwhelming error rates. Google's revolutionary quantum computing chip, Willow, demolishes this barrier by exponentially reducing errors as qubits scale -- a breakthrough that shatters a 30-year ceiling and redefines the boundaries of possibility.
In performance test...
For decades, quantum computing has faced a seemingly insurmountable challenge: scaling qubits without introducing overwhelming error rates. Google's revolutionary quantum computing chip, Willow, demolishes this barrier by exponentially reducing errors as qubits scale -- a breakthrough that shatters a 30-year ceiling and redefines the boundaries of possibility.
In performance test...

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$Strategy (MSTR.US)$ $Invesco QQQ Trust (QQQ.US)$
The price factors for $MSTR have added another critical condition: it ranks 42nd among stocks meeting the NDX criteria. Therefore, its inclusion in the Nasdaq 100 Index is almost certain.
This will impact all passive funds tracking the index, such as the Invesco QQQ Trust ETF (QQQ), with two significant effects. First, passive NDX investors will gain Bitcoin exposure. Once MSTR constitutes 0.55...
The price factors for $MSTR have added another critical condition: it ranks 42nd among stocks meeting the NDX criteria. Therefore, its inclusion in the Nasdaq 100 Index is almost certain.
This will impact all passive funds tracking the index, such as the Invesco QQQ Trust ETF (QQQ), with two significant effects. First, passive NDX investors will gain Bitcoin exposure. Once MSTR constitutes 0.55...
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$Palantir (PLTR.US)$ Palantir short float down 0.07%, 4.18% of total float short
$Robinhood (HOOD.US)$ Robinhood short float up 19.52%, 2.88% of total float short
$Tesla (TSLA.US)$ Tesla short float down 1.92%, 2.73% of total float short
$MARA Holdings (MARA.US)$ Marathon short float down 7.88%, 20.67% of total float short
$SoFi Technologies (SOFI.US)$ SoFi short float down 8.37%, 14.42% of total float short
$Hims & Hers Health (HIMS.US)$ Hims short float up 16.76%, 22.3% of total float shor...
$Robinhood (HOOD.US)$ Robinhood short float up 19.52%, 2.88% of total float short
$Tesla (TSLA.US)$ Tesla short float down 1.92%, 2.73% of total float short
$MARA Holdings (MARA.US)$ Marathon short float down 7.88%, 20.67% of total float short
$SoFi Technologies (SOFI.US)$ SoFi short float down 8.37%, 14.42% of total float short
$Hims & Hers Health (HIMS.US)$ Hims short float up 16.76%, 22.3% of total float shor...
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Rosenblatt today raised its price target on Nvidia $NVIDIA (NVDA.US)$ to $220 up from $200 while maintaining its Buy rating
Citi raised its price target on Nvidia $NVDA to $175 up from $170 while maintaining its Buy rating
JPMorgan raised its price target on Nvidia $NVDA to $170 up from $155 while maintaining its Overweight rating
Goldman Sachs raised its price target on Nvidia $NVDA to $165 up from $150 while maintaining its Buy rating
Wells Fargo raised its price target on Nvidia $NVDA t...
Citi raised its price target on Nvidia $NVDA to $175 up from $170 while maintaining its Buy rating
JPMorgan raised its price target on Nvidia $NVDA to $170 up from $155 while maintaining its Overweight rating
Goldman Sachs raised its price target on Nvidia $NVDA to $165 up from $150 while maintaining its Buy rating
Wells Fargo raised its price target on Nvidia $NVDA t...
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Mario Timberlake
liked
$PDD Holdings (PDD.US)$
🔹 Non-GAAP Diluted EPS: ¥18.59 (Est. ¥19.58) 🔴
🔹 Revenue: ¥99.35B (Est. ¥102.83B) 🔴; UP +44% YoY
🔹 Non-GAAP Oper. Margin: 26.9% (Est. 27.4%) 🔴
🔹 Adj net income ¥27.46B, (EST ¥29.21B) 🔴
Revenue Breakdown:
🔸 Transaction Services: ¥50.0B (Est. ¥53B) 😕; UP +72% YoY
🔸 Online Marketing Services & Others: ¥49.35B (Est. ¥49.06B) 😑; UP +24% YoY
Expenses:
🔹 Cost of Revenue: ¥39.71B; UP +48% YoY
🔹 Sales & Marketing Expenses: ¥30.48B; UP +40% YoY
🔹 ...
🔹 Non-GAAP Diluted EPS: ¥18.59 (Est. ¥19.58) 🔴
🔹 Revenue: ¥99.35B (Est. ¥102.83B) 🔴; UP +44% YoY
🔹 Non-GAAP Oper. Margin: 26.9% (Est. 27.4%) 🔴
🔹 Adj net income ¥27.46B, (EST ¥29.21B) 🔴
Revenue Breakdown:
🔸 Transaction Services: ¥50.0B (Est. ¥53B) 😕; UP +72% YoY
🔸 Online Marketing Services & Others: ¥49.35B (Est. ¥49.06B) 😑; UP +24% YoY
Expenses:
🔹 Cost of Revenue: ¥39.71B; UP +48% YoY
🔹 Sales & Marketing Expenses: ¥30.48B; UP +40% YoY
🔹 ...
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Mario Timberlake
commented on and voted
$NVIDIA (NVDA.US)$ , the kingpin of the semiconductor industry, especially shining bright in the AI chip market with its robust growth potential, always piques the market's curiosity before its fiscal report drops. 👀
Historical data whispers that Nvidia often dips into discount territory before its earnings announcement, then bounces back post-release. Currently, its price action suggests it's consolidating around a fair value ...
Historical data whispers that Nvidia often dips into discount territory before its earnings announcement, then bounces back post-release. Currently, its price action suggests it's consolidating around a fair value ...



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$Palantir (PLTR.US)$ $Invesco QQQ Trust (QQQ.US)$
Palantir on November 14, 2024 filed an 8k detailing the company's decision to transfer its stock listing from the New York Stock Exchange (NYSE) to the Nasdaq Global Select Market (Nasdaq). This move will officially take place after market close on November 25, 2024, with trading on Nasdaq beginning on November 26, 2024 under the same ticker symbol, PLTR.
Key Highlights...
Palantir on November 14, 2024 filed an 8k detailing the company's decision to transfer its stock listing from the New York Stock Exchange (NYSE) to the Nasdaq Global Select Market (Nasdaq). This move will officially take place after market close on November 25, 2024, with trading on Nasdaq beginning on November 26, 2024 under the same ticker symbol, PLTR.
Key Highlights...
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