ZOE011
ZOE011
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avatarZOE011
04-04
$XIAOMI-W(01810)$ TSLA Nokia & BlackBerry touted their market share dominance and sales volumes (at the time they were some of the dominant players in the mobile phone space), but failed to take into account or at least pay significant attention to the market disruptors who were bringing rapid innovation to the market. So, they are confined at best to the relic of history.XIACF are doing the exact same thing now (i.e., being market disruptors with next gen innovation) In the EV sector and Tesla, BYDDY NIO XPEV are about to witness an Apple like ascendancy. The funny part is, Xiaomi is already likened to the Apple of China, but they’re going global with the SU7 , their first car which has received over 120,000 firm or
avatarZOE011
04-03
$SoundHound AI Inc(SOUN)$ It feels like death from 1000 cuts. However, there’s 26 more days till earnings and that’s when we truly find out whether this company is on the right track. Doesn’t necessarily have to be hugely profitable but needs to show progression. I’m not going anywhere until that happens. so I will continue watching this stock go down 5% it seems like every day but it’s gonna be so sweet when/if it starts going up. I think it’s worth it. That’s just my opinion.
avatarZOE011
01-12
$AMC Entertainment(AMC)$ Why is it that you BOTS think that dilution with a few million shares is the reason for AMC share price to go down… BUT the creation of 5-10 Billion fake shares dumped into the market and then manipulated has no affect! If CHEATING wasn’t being allowed by your business partners over at the SEC, every HF Shorting AMC would have been destroyed 3 years ago, and Ken Griffins’ 150 year old mother wouldn’t be getting the $1 Billion dollar home in Florida that she so desperately needs!
avatarZOE011
2023-12-21
$NVIDIA Corp(NVDA)$ Last Friday, TSMC echoed a bullish call heard across the Market stating that: It is betting on AI chips for revival of growth in semiconductor demand! — Well, Micron confirmed that “prophetic” bullish call in yesterday’s AH phenomenal Earnings Report! The “secular Bull is alive and well in chip sector heading into FY-2024!!!
avatarZOE011
2023-12-20
$Sea Ltd(SE)$ It's worth noting that GRAB SE and CPNG have all massively underperformed in 2023, as opposed to just SEI believe this illustrates:1) The idea that SE Asia has gone through a mini Dot Com Bubble bursting of its own after a decade of torrid tech growth and investment. This will eventually reverse, and the region will re-enter elevated growth. Still a very long runway for growth for the region2) SE's malaise has less to do with its core business and more to do with the two factors cited above. Over time, it will likely be proven that SE & CPNG are the two most dominant ecom businesses in the regionTikTok will capture market share, and that's fine. Doesn't mean SE and CPNG can't operate with fantastic unit ec
avatarZOE011
2023-12-20
$Advanced Micro Devices(AMD)$ I think the new year will bring portfolio managers to rearrange assets from richly valued ultra megacaps to others with less reckless valuations. One indication of this is the russell2000. But not everyone wants to invest in risky and volatile microcaps...Could AMD capitalize on this capital movements? Surely, people don't expect to get back to back +250% gains in consecutive years forever... Right? De-risking could be benificial to overall market health.
avatarZOE011
2023-12-18
$NVIDIA Corp(NVDA)$ NVDA’s investors should be undeterred by the pace of the recovery rally to attain new highs after 2 phenomenal Qtr Earnings Reports. *** Simply: be patient and keep on buying and hoarding NVDA stock on the cheap, and wait for Mr Market to come around and shine light on the NVDA “hidden gem” that’s been plain sight — just waiting to be found — wanting to be crowned!!!
avatarZOE011
2023-12-15
$Marathon Digital Holdings Inc(MARA)$ funds have 0 luxury to dillydally when BlackRock is about to go in hard and make the price creep higher and higher, thereby pricing them out. This has never seen institutional FOMO at the BlackRock and Fidelity level. Eac man for themselves. Those who go in hard will have an edge. Those on the fence will be left wondering how they fkd it up. next week, bears will have to decide if they can risk early Jan ETF destruction at this level. Suicidal. They have to cover. Only a reckless fool will go with this level of stress into Xmas. The first two weeks of 2024 could literally be apocalyptic for them, and decisions need to be made next week. Hold or fold? Live or die? Hohoho
avatarZOE011
2023-12-15
$Advanced Micro Devices(AMD)$ Expect more of this intra-day 1% (or more) swings. Smart money and big investors want to accumulate shares but don't want to overpay. Price action is important to them. Even -5% or -10% day to day is a buying signal from here for longs.Bear traps all the way, dumb day traders getting their shorts and then burnt.I reiterate my fair value valuation of $350b for AMD in 2024 with quarters confirming the intact trend.
avatarZOE011
2023-12-14
$C4 Therapeutics, Inc.(CCCC)$ Here's how it works, not alot of shares and those that buy are setting sell orders over 30.00 -40.00 which means there are no shares for shorts to borrow and as investors keep buying they keep raising C4's price and shorts will continue to cover because nobody will sell off
avatarZOE011
2023-12-12
$NIO Inc.(NIO)$ 15K average deliveries per month with no incentives. Not too bad. We would all like over 20k but for the price of the cars it's decent. Margins going up which is just as important. 15%-20% near future. A year from now most likely can be over 20% which is outstanding.
avatarZOE011
2023-12-12
$Alphabet(GOOG)$ Google opened under the 1D MA50, neutral on its 1D technical outlook (RSI = 48.601, MACD = -0.240, ADX = 32.196). Through out 2023, a 1D RSI value below 50.000 has been a buy opportunity and even more so that the price is near the bottom of the twelve month Channel Up. This consolidation during the last Bullish Leg of the Channel Up (April 6th - May 5th), was the last buy opportunity before the stock resumed the rise and peaked over the 1.618 Fibonacci level for a HH. We are buying again on GOOG, this time aiming over its All Time High, exactly on the 1.618 Fibonacci (TP = 155.00).
avatarZOE011
2023-12-11
$Alphabet(GOOG)$ $Microsoft(MSFT)$ Microsoft is "Johnny-come-Lately" to AI though. A lot of people don't realize this. Google should have first movers advantage in AI,The GOOG bears will say that this "first movers advantage" has been 100 percent squandered, and it doesn't matter if GOOG had 10,000 ML engineers working there in 2011, they're still behind other companies in AI.My intuition tells me that ten years from now, people will have wished they went heavier into GOOG than MSFT, but that's just my opinion.
avatarZOE011
2023-12-11
$Lululemon Athletica(LULU)$ vast majority of their clothes made mostly from plastics. and yet these fools charge wild dollars for simple shirts or pants. totally unsustainable junk.and stock buybacks mean very little because they'll basically use the buybacks to cash in the employees stock options. so there's no gain here. even forward p/e is 50 next year if things go perfect. which it wontand if things go absolute perfect in 5 years in 2029 it'll still be 40 p/e.. silliness
avatarZOE011
2023-12-08
$Palantir Technologies Inc.(PLTR)$ I have been trading for about 6 months now and just about every trade backfires and slaps me in my face. Nearly impossible for me to catch more than a few points I try to do top down analysis but it doesn't work for me. I say to myself, clearly I'm in the 90% that lose money, so I open a demo account, do my analysis, then take the opposite of what I would normally take and get the same result. I'm starting to feel hopeless, any advice for a struggling trader?
avatarZOE011
2023-12-08
$MicroAlgo, Inc.(MLGO)$ Way overdone, 90% drop from high of day without news. We should get a good bounce and hopefully soon. If there is some fear selling I'm going to average down, don't have a large position so won't be too hard to average down. I wouldn't buy a ton on a gamble like this anyways.
avatarZOE011
2023-12-07
$Meta Platforms, Inc.(META)$ Right at and holding the all important 50DMA.. I hope it tanks so I can buy more and add to my 128 share price position.. Buying carnival and sentinel one at 12 was my best trades yet.. ASAN has been a total loser! Muskovitz should bring it private with all his facebook stock.. Awful!
avatarZOE011
2023-12-06
$Taiwan Semiconductor Manufacturing(TSM)$ TSM: Qualcomm’s Snapdragon 8 Gen 4 will be mass-produced on TSMC’s 3nm N3E process as Samsung lost a key opportunity to secure orders. TSMC is actively promoting its 3nm process in 2024. Aligned with Apple and Qualcomm. The artificial intelligence ramp of NVIDIA, AMD, and Broadcom in 2024.TSM is in a very good position, with an all-star customer list for advanced chips in the world.
avatarZOE011
2023-12-06
$Advanced Micro Devices(AMD)$ AI hype is fading after 12 month rally. Big tech are designing their own chips, moving away from names like Advanced Micro Devices and NVDA and Intel. In the next decade they will become a memory of the past. Time to tell
avatarZOE011
2023-12-06
$NVIDIA Corp(NVDA)$ Nvidia will continue to develop products to meet the restrictions on exports to China, Russia, Iran and a couple of other countries. The chip is already redesigned but the protection from changing it is not. It will be ready though in the first quarter of 2024. More will be said at the quarterly conference call. With the sole argument by some that Nvidia wouldn't be able to maintain their growth hopefully that will put this argument to bed as some were stating that they didn't believe without the 25% of which they thought China and these other countries would represent in terms of revenue. And by the way the chips won't be cheaper in terms of lesser design.

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