vishalniit

vishalniit

A new Bull run on SMCI is near if Semi's overall momentum is intact and SMCI fundamentals and earnings really improve. As SMCI CEO, they are pretty active in marketing and promoting its liquid-cooled server racks. They are the suppliers to TSLA after Dell, and they are also suppliers to many sovereign clients. My last trade idea ran for good and made an...

vishalniit Updated 

SMCI's price movement today has been overdone. I foresee another pull, but the overall semi-story with NVDA out of water is still good. Without any material macro event, it will retest its all-time highs. However, due to the turning tide in favor of DELL and other integrators gaining traction, it will eventually fall hard. In Simple words, I see a 760 Retest...

vishalniit Updated 

With a bullish outlook, I bought 180 Calls, which expire in March next year. The coming earnings will be a watershed moment, setting the trajectory for #TSLA. I think it will be net positive regardless of the stock move. Watch out for Autonomy and AI gains in general, a New Factory, a hint on NV91, & a surprise; The media and a few investors, especially...

vishalniit Updated 

I am Counting on Growing Green MACH yearly, which just kicked in. I also feel ZS has been drawn out too much, so there is short-term relief up to 210-220, Hence riding with the calls expiring in October.

vishalniit Updated 

Just a few days ago, ORCL was WS's darling. But suddenly, CRM software revenue was missed, vital guidance was absent, and Database MDB's soft earnings were lost in this high-expectation environment. Then, the macro environment around rates and inflation was ongoing. All this is noise; ORCL is turning into a mini Microsoft, a cloud and Software company. Its cloud...

vishalniit Updated 

I feel AMD has been punished unnecessarily. There is a Yearly MACD turning to Green around earning time. I am riding myself on 23 October Calls. Worst, I may double up if it retests 130.

vishalniit Updated 

Hi, After my TSLA forecast which was confirmed when even everybody on the street was bearish. I am back with NVDA, which is bullish in the long term. I am in a position for the NVDA 1010 Sept. Call. I trust Fortune 50 companies are investing, directly or indirectly, in LLM, which will lead to Cloud sales and intern drive NVDA card sales. The combined CAPEX...

vishalniit

Thesis is same but updated diagram for better visibility. Linked my original post. Please excuse me for bad drawing or improper use of TradingView Charts as this is just my opinion not an advice.

vishalniit

I see potential CUp & handle formation happening in GME. If it pass near-term pressure downward to 200-180 support & bounce back above 250 it will complete the pattern which is very bullish sign to all the way to 800$ price target. Linked my post on WSB too.