lolmei
lolmei
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avatarlolmei
04-09
$Amazon.com(AMZN)$ When Jassy speaks during the next conference call this will be over $220 . How do I know you are hearing it from a Amazon Millionaire . Earnings should surpass the .81 mark and certain comments will create a META effect that took place at last META announcement . We used to count VW's when we took family rides . Not we count Amazon vans and trucks ! They are covering the world with the best customer service out there . Try Amazon Medical you will be very happy . I cant wait to switch my boat over to Kuiper Internet . AI don't even get me going on what is happening behind closed doors it will blow everyone away as they discover the true KING OF AI is Amazon.
avatarlolmei
04-09
$NIO Inc.(NIO)$ There are many examples of companies that passed on new or different technology only to be defeated by it later. Just because others passed on battery swap does not mean they made the right decision. Setting up the stations and infrastructure is costly and prolongs any potential profits. It will be interesting to see how the partnerships with other companies plays out. If they start sharing a large portion of the cost to use NIO tech. it could very well be a big boost for NIO.
avatarlolmei
04-09
$SoFi Technologies Inc.(SOFI)$ I sell Puts and Calls on SOFI. It’s a volatile stock that rewards options sellers. I’m no longer a long term holder of anything. Prefer the monthly cash flow to a wait and hope scenario.SOFI has been a great moneymaker for me selling options.
avatarlolmei
04-08
$NVIDIA Corp(NVDA)$ Nvidia is the Gorilla in AI with its data center solution… not just some semis. It includes semis like H100, B100, B200, CPU, support semis, network integration, software starting from CUDA plus apps. It is a proprietary architecture that is open to outside software, hardware… increasing its value. Hi switching cost.
avatarlolmei
04-08
$Amazon.com(AMZN)$ I know that millions mean nothing to Bezos but it’s hard to fathom the past. Bezos moved to Miami and is benefitting from the absence of state income tax that would he would have incurred in living in the state of Washington. So, in February, when Bezos exercised his planned sale of 14 million shares, AMZN was in a period where the stock price was tethered at $170-$172 a share during this time. There were the fear mongers and bears that tried to put fear into investors minds as Bezos unloaded a small portion of his shares. Forward six wks. We are now at $185. If Jeff had sold now, he would have gained an extra $210 million dollars. I did not fret when the announcement of his selling made headlines every
avatarlolmei
04-08
$Micron Technology(MU)$ At current prices I don't disagree so strongly, but people have been making comments like this since Micron was in the 60s and is now up 100% from that in 1 year. "Market Leader" is pretty narrowly defined to current HBM quantity. Samsung has the most overall memory quantity, and Micron currently has the best product quality shipping in significant quantity.
avatarlolmei
04-03
$Reddit(RDDT)$ who actually uses Reddit on a consistent basis? It’s getting to a point for me, where I check it daily and get interested in many of the posts and engage with them. Reddit is legit, they may not have much a revenue stream that I am aware of, but so many people use their platform. If they can turn a small percent of users as paid consumers in some way with a subscription service, etc. it may help a lot. Overall, I am an active user on Reddit!
avatarlolmei
04-03
$Amazon.com(AMZN)$ To the pessimists on this page so obsessed with AMZN and the $180 barrier, it’s getting ridiculously redundant. AMZN as it breached $160 $170 and already reached $180+ will forge forward and your new tune will be the wall at $190 and $200 etc. News flash to the doubters and the pessimists, AMZN will continue to forge forward and will reward those with patience and faith while the doubters will be left behind wallowing in regret.
avatarlolmei
04-03
$ARM Holdings Ltd(ARM)$ With the exception of R&D prototypes, ARM makes no chips. ARM gets license and patent use fees for their design. Many big tech and semi companies actually hold shares, and are also partners and customers. Listed below are the biggest ones. Samsung, TSM, Global Foundries, AMD, Nvidia, Amazon, Qualcomm, Super Micro, Google, Microsoft, Apple, Alibaba, Tencent and Byte Dance. There are others, and all pay ARM for their product. Explosive growth ahead due to the AI boom.
avatarlolmei
04-03
$Palantir Technologies Inc.(PLTR)$ This AI stuff is the fourth Industrial Revolution. But you so called analyst experts are using pricing and valuation models that are decades old.This is not soft drink co. Not a car co. Not a sneaker co. It’s a company that can be part of starting or preventing wars.I mean this in all humility. Please tell me if I’m wrong.
avatarlolmei
04-03
$Meta Platforms, Inc.(META)$ Irony is that Apple's privacy changes force META to pursue AI to solve that problem. And META did solve the problem in spades. Now META is way ahead of everyone in coming up with more uses for AI. Hopefully META builds an AI cloud and uses it the same way Amazon uses AWS.
avatarlolmei
04-03
$CleanSpark, Inc.(CLSK)$ Don’t let all these know it all FUD spreaders scare you to sell….we have the best miner in the space and we are ready to capitalize on the carnage after the halving. This is the last dip and scare tactic to buy more BTC and CleanSpark…don’t be typical retail investors and fall for this BS. If anything…u should be adding at these cheap prices…good luck
avatarlolmei
04-01
$SUPER MICRO COMPUTER INC(SMCI)$ Guess will have to do the spadework myself which is not easy as the company seems to spew infinite hype in its publications. I think what they do is build racks and cooling systems. But they keep hyping their servers which, I don't think, are part of the nvidia super computers at all.
avatarlolmei
04-01
$XPeng Inc.(XPEV)$ it is obviously by volume and HK-US ex action that someone in US unloading big.. hopefully we will go back to 15$ only good news right now, need stronger numbers in sales and all will be good. see you at 20$
avatarlolmei
03-30
$NVIDIA Corp(NVDA)$ Test of 52 week high imho Monday. Cup and handle on the daily. White circle last green candle volume was low but it held up nicely as 900 was critical support. The bears keep trying to bring it down below 900 but the bulls have always pushed it back up. This is flying Monday. High chance of a gap up on the indices. The pump continues.
avatarlolmei
03-30
$SoundHound AI Inc(SOUN)$ Its guidance calls for $63 million to $77 million in revenue this year, a 53% improvement at the midpoint. It recently initiated its outlook for 2025, looking to top $100 million next year. In short, it sees revenue climbing at least 43% in 2025.
avatarlolmei
03-27
$Alphabet(GOOG)$ Alphabet has taken outside investments for Waymo. Does anyone even know what Alphabet shareholders own of this company? It will not pay off. I'll take consistent growth and improving margins. How that happens doesn't matter much to me.
avatarlolmei
03-27
$SUPER MICRO COMPUTER INC(SMCI)$ Super Micro can grow revenue at a 43% annual clip between fiscal 2023 and fiscal 2027, a projection that assumes the company has about 10% to 15% share of the AI server market by the end of that period. And that estimate “still appears conservative given the early lead the company has in the AI market,”
avatarlolmei
03-27
$Alphabet(GOOG)$ I am lowering my estimates for Google stock. I no longer use a 23x earnings multiple for the advertising business. I now use an 18x earnings multiple, which would value that segment at around $108 per share. That places the fair value estimate at around $160 per share. I note that this low number may be deceiving because I expect Google Cloud to grow revenues at 25% and the advertising business to grow earnings at around 18% over the next few years. That means that at $160 per share, the stock might be priced to deliver 20% annual returns, which is arguably too high of a risk premium given the strong balance sheet.
avatarlolmei
03-27
$NVIDIA Corp(NVDA)$ Today, both trading volume and the stock price took a dip, but that's actually a good sign since volume usually moves with the stock. Volume dropped by 4 million shares compared to yesterday, with a total of 50 million shares changing hands, valued at around $46.73 billion. The stock is riding a strong short-term uptrend, hinting at more gains ahead. Looking at the current trend, it’s expected a 105% increase over the next 3 months. There's a 90% chance the stock will hang around between $1,779.27 and $1,964.31 by the end of June.

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