//@Barcode:$Coca-Cola(KO)$$Moody's(MCO)$$Applied Materials(AMAT)$$Uber(UBER)$ ๐๐ค๐ฅ Tepperโs AI Bet vs Buffettโs Classics, High Growth or Stability? ๐ฅ๐ The latest 13F filings reveal David Tepperโs aggressive growth playbook and Warren Buffettโs time-tested value strategy. While Tepper is all in on AI, ๐จ๐ณ China, and tech, Buffett holds steady with ๐Apple, Coca-Cola (KO), financials, and energy stocks. Hereโs how their Q4 2024 moves stack up into 2025: ๐ Tepperโs Bold Growth Strategy โข Microsoft, 112.5 percent increase, AI Leaders
@Terra Incognita:I closed $SMCI 20250207 40.0 CALL$ ,SMCI: collected full premium on these covered calls when it expired worthless on Friday 7th. SMCI had a very good 27% run up just last week and I was surprised with the bullishness. They announced new product lines that will complement well with Nvdia Blackwell chips and market cheers for it. Earnings will be announced this week on 11th Feb so eagerly waiting for good news. For me, I'll just watch out for their numbers and hope they finally can file on time and abide by the filing regulations. That will be a far better news for the company.
@Terra Incognita:I closed $SMCI 20250207 40.0 CALL$ ,SMCI: collected full premium on these covered calls when it expired worthless on Friday 7th. SMCI had a very good 27% run up just last week and I was surprised with the bullishness. They announced new product lines that will complement well with Nvdia Blackwell chips and market cheers for it. Earnings will be announced this week on 11th Feb so eagerly waiting for good news. For me, I'll just watch out for their numbers and hope they finally can file on time and abide by the filing regulations. That will be a far better news for the company.
@highhand:$Palantir Technologies Inc.(PLTR)$ After earnings, if Karp gives grand predictions and says he's gonna burn the short sellers, PLTR is going to the moon. 90 first, then 100 to 120. If earnings do not give good guidance or cannot match expectations, PLTR is going to 60 bucks. 60 bucks quite high for entry. I prefer 45.
@mster:I closed $AMD 20250131 132.0 CALL$ ,What's wrong with this counter ๐คฆ๐ป AMD has been in the bear for almost a year now after hitting the high of 220 back in March 2024. It's been forming lower highs and lower lows ever since. While many analysts has given this stock a buy, it has fail each and every time when it hit the upper side (resistance) of these bear channel it has been bounded in. Since having the underlying assigned, have been selling covered calls whenever the share price has intraday spike Cos knowing it will come back in no time again. And it did. ๐ตโ๐ซ. Coming week is its earning report. Let's see if the market is gonna react well to whatever have have to put out. Not hopeful though. ๐ค nonetheless. <