$AppLovin Corporation(APP)$ While chart analysis isn't really my cup of tea, this pattern's screaming textbook head and shoulders formation. Technical traders would call this prime setup for bullish breakout, aligning perfectly with the Street's $438 average price target. With earnings dropping August 6th, accumulating or initiating positions now makes strategic sense for realistic 25% upside potential.
$AppLovin Corporation(APP)$ If those short sellers had half a clue, $AppLovin Corporation(APP)$ wouldn't be bidding for TikTok ad space. Their CEO getting VIP access to Trump Jr's inner circle? This growth stock's built for the long haul.
$Advanced Micro Devices(AMD)$ just crushed it! Their Instinct GPUs made a killer debut on the MLPerf training benchmark, going toe-to-toe with $NVIDIA(NVDA)$ 's H100 and H200. The upgrade from MI300X to MI325X brought a 30% performance boost, powered by ROCm 6.5 with Flash Attention and Transformer Engine optimizations. It handled Llama 2-70B-LoRA，one of the hottest GenAI workloads，like a champ. MangoBoost ran multi-node training, Supermicro jumped in with liquid cooling for the first time, and big names like Dell, Oracle, and Gigabyte also showed results. Honestly, AMD’s momentum is all upside，open and scalable AI is not just a vision anymore, it’s happening!
$Aurora Innovation(AUR)$ is leveling up! After launching commercial operations in Texas this year, they’re planning to run driverless trucks even in bad weather, how crazy cool is that? Starting in 2025, these autonomous trucks will hit the roads across Texas, New Mexico, and Arizona. They’re clearly walking the talk and expanding their ODD. Autonomous driving is really starting to take off!
$Hello Group Inc(MOMO)$ Looking at the 2024 financial report, Momo continues to be the main driver of revenue and profit, while the overseas business is still in the development phase. The buybacks have been well-executed, and I'm optimistic for 2025, with hopes of a $200 million buyback. The stability shown gives me confidence in the company's future.
$BABA-W(09988)$ I’m so happy with my recent gains from Alibaba! Watching the stock price steadily rise has been a true joy, and I couldn’t be more pleased with the decision to invest in it. There have been reports recently that Alibaba’s performance in cloud computing and retail has been incredibly strong, helping it maintain solid growth. For investors, Alibaba has always been a solid choice. Not only does it hold a dominant position in the Chinese market, but it’s also aggressively expanding its international presence, especially in Southeast Asia, which looks very promising!
$Qualcomm(QCOM)$ has seen an impressive surge in its stock price recently, hitting a 52-week high, which is definitely exciting. While the stock has performed well, up 218% over the past year, the company is still facing challenges with a 27% revenue decline. However, I’m really optimistic about its future due to its innovations in AI and cloud storage, especially with the new Scalar i7 RAPTOR storage system. It could really boost the company's competitive edge. There might be some short-term volatility, but if they can overcome these hurdles, there’s a lot of growth potential ahead. For investors, this is definitely a stock to keep an eye on, especially with its continued focus on tech innovation.
$Meta Platforms, Inc.(META)$Meta will be continually capturing ad dollars from Google, because it’s apps are way more engaging. Definite upside. Google has not innovated much. Meta continues to innovate how people socialize and consume their information. I think it’s a great short and long term play.
$Galmed Pharmaceuticals(GLMD)$ Willie, Galmed (GLMD) only exists currently as a shell, they paused development indefinitely, and list a total of 3 employees and negligible assets….As I note SGMT lays a strong claim to the liver fibrosis reduction leader with their drug Denifanstat. It soared successfully through phase 2 and are finalising phase 3 protocol with FDA currently… the drug is synergistic with GLP-1 eg. Semiglutide…. And hey, it’s a U.S. company.