To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$ Rode this up and down past few months. I’m looking forward to a reversal, but given that this is the most heavily shorted stock as of late, I’m guessing typical morning jump into the opening bell and then short attack and dump.

$NIO Inc.(NIO)$ In 2020 all the analysts were targeting NIO at $75 or more. At the time they knew NIO had no sedans, no factory (JAC contracted ES6 and ES8 builds) and was limited to 7000 units a month. Covid limited capacity and sales. Fast forward to 2025, NIO is averaging 17,000 units a month, has developed a supply chain second to none and is widely considered the leader in EV tech.

US President Donald Trump will deliver his first address to Congress since returning to office on Tue, 04 Mar 2025. The speech, scheduled for 9:00 PM (US time), comes: After US market has closed for Tuesday. 6 weeks after his inauguration. 4 years after his supporters stormed the Capitol. Trump will highlight his executive orders and outline his agenda for the next 1,419 days. He has already taken steps to reshape the federal government - (1) firing thousands of workers and (2) holding undocumented migrants at Guantanamo Bay. Trump has also made controversial statements about annexing Canada and criticized the European Union. His actions have been met with legal challenges and criticism from some Republicans. Democrats will respond to his address with Senator Elissa Slotkin providing the o

The last week of February 2025 brought increased volatility with growth stocks taking significant hits, particularly in AI and tech names. All indexes fell across the board ending the week on a low note. (see below) US Composite Indexes - Past Week performance DJIA: +0.8% (+347.79 to 43,840.91). S&P 500: .-1.20% (-72.19 to 5,954.50). Nasdaq: -3.8% (-743.57 to 18,847.28). The S&P 500 index pulled back from recent all-time highs (ATHs) as traders re-assessed valuations in high-growth sectors, with market attention focused on (a) Nvidia’s earnings and (b) inflation data. For week beginning 03 Mar 2025, below are the 5 factors to watch in the market. (1) Jobs Report & Fed Signals. Friday's US Nonfarm Payrolls (NFP) report at 8:30 am will be this week's most significant market event