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Harrychuang

    • HarrychuangHarrychuang
      ·12:53
      Will the Dog Collar when the fundamentals of Apple is negative ie long term trend is down. Warren Buffet has proven he is smart and lucky enough to realize it and probably dumped everything.  China is expected to have its own EUV machine anytime up to 3 years and also alternate type of advanced chips.  When it happen, the chips wars is over as everybody will be scrambling to sell anything China wants because that is last chance. At that point Apple PE should be reduced to 5 or 80% down and there goes Walls Street.  Just remember China developed DeepSeek at cost of $6 million whereas Silicon Valley spent billions and billions and is still behind in AI technology.

      Apple: Why I Don't Care As Much About The Q1 Earnings Report

      SummaryApple's upcoming earnings report is highly anticipated, especially with the stock down 15% in the past month, reflecting broader market trends.Despite Apple's profitability and wide moat, I am
      Apple: Why I Don't Care As Much About The Q1 Earnings Report
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    • HarrychuangHarrychuang
      ·2024-12-17
      SMCI and Nvidia have been depressing lately.  They seem to have broken supports and heading to God knows where.  Hope bulls don't panic.
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    • HarrychuangHarrychuang
      ·2024-12-04
      All the good surprises were out now and the rebound is overstretched.  Looks like it will consolidate lower to 31 before challenging the upside.  Healthy long term movement.

      Super Micro Stock Drops. These Questions Still Need Answers

      Super Micro Computer stock is still volatile.Charles Liang, CEO of Super Micro Computer.The AI server maker’s shares were at one point among the biggest gainers in the S&P 500 on Tuesday, jumping 5.6%
      Super Micro Stock Drops. These Questions Still Need Answers
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    • HarrychuangHarrychuang
      ·2024-11-29
      SMCI is collapsing now.  Probably heading back to lower 20.  
      @Valerie Archibald：
      $SUPER MICRO COMPUTER INC(SMCI)$ 🚨🔥💎SMCI will prosper and go above $150 easily. The negative news will soon run dry and against it all, will continue to grow. Their Executive Management has 10’s of Millions and won’t let that go to zero. They are in, we are in. We all WIN. 🚨🔥💎
      $SUPER MICRO COMPUTER INC(SMCI)$ 🚨🔥💎SMCI will prosper and go above $150 easily. The negative news will soon run dry and against it all, will continue to grow. Their Executive Management has 10’s of Millions and won’t let that go to zero. They are in, we are in. We all WIN. 🚨🔥💎
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    • HarrychuangHarrychuang
      ·2024-11-28
      Agree with you for long term.  Short term look like going back to test the low.  Look at Dell just announced results which is negative.  SMCI is a competitor of Dell.
      @Valerie Archibald：
      $SUPER MICRO COMPUTER INC(SMCI)$ Not buying calls is stupid. If the bear case breaksnout stock will trade 90% lower. If the bull case plays out calls are printing insane amounts. I decided to sell all my stock and put in into 2 year call options. Now let's get this thing north of 100!
      $SUPER MICRO COMPUTER INC(SMCI)$ Not buying calls is stupid. If the bear case breaksnout stock will trade 90% lower. If the bull case plays out calls are printing insane amounts. I decided to sell all my stock and put in into 2 year call options. Now let's get this thing north of 100!
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    • HarrychuangHarrychuang
      ·2024-10-28
      I saw Stanley Druckenmiller's interview and he made sweeping statement about China.  Take note China's economic achievement over the past 30/40 years are Chinese made, current situation are Chinese made and getting out of it to continue economic success will be Chinese make.  Recently an assessment by an independent western institution found that China lead in 57 out of the 64 critical technology in the world. Of course this and many other achievements are not reflected in the market, partly due to the US$1.6 billion spent by US in bad mouthing and creating false narrative about China.  Time will prove all these lies and America will be poorer for it.

      Does Stanley Druckenmiller Know Something David Tepper Doesn't? The Billionaire Investor is Avoiding the China Rally and Investing in Another Foreign Market Instead.

      Stanley Druckenmiller and David Tepper are arguably two of the best investors of all time. Yet, the two have different viewpoints when it comes to China.
      Does Stanley Druckenmiller Know Something David Tepper Doesn't? The Billionaire Investor is Avoiding the China Rally and Investing in Another Foreign Market Instead.
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    • HarrychuangHarrychuang
      ·2024-08-05
      Warren Buffet just have a narrow escape with Apple.  Six months ago he was probably sweating in his pants and he played a deceiving game by stopping to announce his holding of Apple every month in order not to panic investors while reducing.  From here onward he will quickly sell the rest of Apples before it collapse by 70%.   Apple does not deserve PE of over 20 X.  It's business outlook is only good for PE of 5 which means the share price should drop to $50.

      What Buffett's Huge Apple Sale Really Means

      Mostly put them in cash and Treasury bills. An easy source of cash to pay the capital gains taxes — if Berkshire can't find a way to shelter the gains. More importantly, Buffett and Berkshire are waiti
      What Buffett's Huge Apple Sale Really Means
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    • HarrychuangHarrychuang
      ·2024-08-03
      I said here many months ago that Buffet is caught naked with so many shares in Apple.  Lucky for him, there is the bullshit story about Apple going into AI which sustained the price for him to get out.  He should be completely out of Apple within next 6 months.  Apple may be slowly heading in direction of Nokia.

      Berkshire Hathaway Slashes Apple Stake by Nearly 50%

      Berkshire Hathaway slashed its big stake in Apple by nearly 50% in the second quarter to about 400 million shares from 789 million shares in the first quarter, according to information in the company's 10-Q report released Saturday.Berkshire now holds about 2.6% of Apple and the stake was worth about $88 billion based on Friday's close of $219.86.The reduction in the Apple stake wasn't a surprise but the size of the cut was unexpected. Some Berkshire watchers had anticipated the decline because CEO Warren Buffett often continues to reduce a large equity stake once he begins cutting it. A drop of 100 million shares or so had been anticipated.Buffett may feel that Apple is fully priced at recent levels and that the holding, which was more than 40% of Berkshire's stock portfolio, had become too large. Berkshire is sitting on a large profit in the stock given that its cost basis is around $34 a share. Berkshire accumulated the stock largely between 2016 and 2018.Berkshire had held 905 mill
      Berkshire Hathaway Slashes Apple Stake by Nearly 50%
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    • HarrychuangHarrychuang
      ·2024-05-09
      There is a famous statement from Warren Buffet.  Everybody look good during high tide. Only in tge low tide than you know who is naked. Unfortunately Buffet is already naked now with more than half his holdings in Apple.  Just recently Hattheway announced it will not regularly disclose its holding and now we know tgey sold US$35 billion of Apple shares. When a man see his life work all in danger, he will said things to give confidence to Apple.  Investors be careful here, after he sold everything, his subordinates can simply said since the last AGM we have reasses and holding Apple for long term is not in line with Hattaway's strategy.  Nobody can blame him as he has to protect the company and its investors.

      Apple’s AI Future Can Be Summed up with a Big Question Mark

      How will 'Apple Intelligence' differ from Google, Amazon and other rivals?It's fascinating to wonder where Apple Inc. would be today and what it would be doing in artificial intelligence if co-founder Steve Jobs were still at the helm. Apple's current AI strategy can be summed up with a big question mark."Apple Intelligence," Apple's AI, has at least three key things going for it: data, unrivaled form factors, and Apple's capex-light model.So will Apple use its access to a potential treasure trove of user data to its advantage in AI?The answer is yes - with a twist. Apple is focusing all of its efforts on running AI on the device itself, or at the "edge" as it is known. Apple's privacy policy simply limits the extraction and centralization of user data - but Apple has no qualms about using user data to improve the functionality of its devices, as long as the data never leaves the device. In order to
      Apple’s AI Future Can Be Summed up with a Big Question Mark
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