$NVIDIA (NVDA.US)$
Empty the NVDA position and immediately go long on Micron Technology.

January 9th, 2024
So, $Palantir (PLTR.US)$  isn’t off to a great start this year. The stock was at $85 per share at the end of last year, but now it’s dropped to $68. And on top of that, Morgan Stanley just downgraded it to “underweight” with a $60 price target. They’re basically saying the rally’s run out of steam.
Now, here’s the kicker: there’s some insider selling happening. A director sold 800 shares at $76.29, which is about $61,000. Not a huge deal since it’s only a 1% ...

The Biden administration is about to drop one final hammer on AI chip exports before transitioning to the new presidency. $NVIDIA (NVDA.US)$ , which dominates the AI chip market, expressed concerns that these measures could hurt US leadership and global economic growth.
New rules are set to restrict the sale of advanced AI chips from Nvidia (NVDA) and $Advanced Micro Devices (AMD.US)$ to the rest of the world, with strict tiers determining ac...

$Palantir (PLTR.US)$ saw millions of dollars in bearish option positions after the stock's 340% surge last year fueled concerns that the rally has gone too far too fast.
Morgan Stanley analysts led by Sanjit Singh gave the stock an underweight rating and a price target of $60, implying a 25% downward potential from Friday's close. While they noted that Palantir has won the early rounds of the race to capture demand driven ...