$MicroStrategy(MSTR)$main markets look like they are almost turning positive, hopefully they follow through and go a bit more green in which case hopefully bitcoin and MSTR follow, (don't tell the fortune teller guy though). honestly we are bumbling round within 1-2% ranges - its really a nothing burger.
$MicroStrategy(MSTR)$Everyone needs to keep their nerve and just hold. Bitcoin will breakout and everyone that panic sells will regret it. Im investing more and more. These drops are opportunity’s not catastrophes. They dont call retail dumb money for nothing. They know peoples emotions take over. The wales are banking on it …literally.
$Uber(UBER)$will be interesting to see what advantage uber will be left with once cybertaxis arrive? They don't make any cars, drivers won't be needed do they lose network effect. Moreover, they won't be able to suck drivers blood more to improve their margin. Only thing uber will have is historical tours/customers data, not sure it'll be worth $100 billion market cap, with democratization of cyber taxis. Uber whole business model is about to crash.
$Palantir Technologies Inc.(PLTR)$The red bears have no idea what Palantir is all about and they want to get your shares at a discount. That's not going to happen as the share price will continue to soar as any and all enterprises need Palantir's products.
$Tesla Motors(TSLA)$ For DCF analysis, the discount rate generally refers to the interest rate used to determine the present value. 5% is a high number for interest rate alone. I don't agree with putting a risk factor on the discount rate. Is Tesla riskier? Sure. But there is also more upside. People should use a DCF model to understand potential long term value, and then separately look at upside and downside risks."SPY returns 9% historically, so Tesla deserves a risk premium to SPY."TSLA, since inception, has returned 19,000% over 15 years."But by using an artificially low discount rate"Assuming other assumptions turn out to be on target, using a 10% discount rate means your model would be off 5+% annualized.
$Advanced Micro Devices(AMD)$ everybody has been bad mouthing Intel as if they dont think Intel should stick around any longer. So it is a grand opportunity for AMD to take over Intel to keep carrying x86 on.Intel was actually calling it quit when it was buying back almost half of their shares outstanding costing tens of billions that could have gone into EUV equpment.Intel must be suicidal till Pat G arrived to revive Intel Seems like Intel is still suicidal.. No wonder Qualcomm is interested in Intel . so if AMD takes Intel over, AMD will have two sources.
$Palantir Technologies Inc.(PLTR)$long position. it has over stretched valuation and technicals. With lack luster but improving margins and % EBITA, it has alot of long term potential. For me, I will be taking a very small position to get my feet wet and monitoring PLTRs progress. I will probably make incremental increases investment as PLTR proves its apparent potential. For right now, I don't see a need to rush in to it.
$Direxion Daily FTSE China Bear 3X Shares(YANG)$YANG's time is coming again... just wait for this rally to lose steam like so many China stocks have before. Let's be real—there’s probably a lot of junk stocks driving this crazy rally. The China stimulus efforts won’t be enough to save their markets or their broader economy in the long run. YANG is shaping up to be a big winner once the dust settles. Patience will pay off.
$XPeng Inc.(XPEV)$Xpeng has demonstrated its ability to deliver a high-quality product at an attractive price point, with sales consistently on the rise. The key now is to confirm whether the company can turn a profit given those tight margins. Key strengths include: - Competitive pricing - Advanced technology (such as their autonomous driving systems, rapid battery charging capabilities, and excellent aerodynamics. - Sense of luxury with features like their scissor doors. - The electric vehicle market continues to expand year after year, and government incentives for purchasing these vehicles are expected to remain in place. One thing is clear: you don't want to be on the sidelines.
$Tesla Motors(TSLA)$Tesla Stock Is A Great Buy Before The October Event .that's interesting. So longer time periods before expiration, less aggressive price point, and you don't intend to hold for anywhere near the entire period. My bet is more risky or aggressive. Part of the idea is it was meant as insurance, like a hedge against market crash, since the other 99% of my portfolio is basically long equities. And I thought it would be clever since tesla is overvalued and could go down even without a market crash. But so far it hasn't worked out great.
$Trump Media & Technology(DJT)$Donald Trump also found a solution in an IPO. Trump Media & Technology Group went public on Nasdaq via a SPAC on March 26, 2024. DJT is currently 79% below its highest value that day. The company's current market value is $3.2 billion. It will probably be one of the most volatile stocks until the elections.
$Broadcom(AVGO)$ As the fed rate cut decision is fast approaching shorters are getting jittery, multiple repetitive desperate posts in the last hour, love it! You have been warned, close them shorts while you can losers, you picked the wrong company……. haha
$XPeng Inc.(XPEV)$ Nasdaq, sp500 breaking records. All tech, retail, semicon companies reaching all time highs. Only ev’s still beaten ruthlessly! Tesla is too low, Chinese peers seeing their all time lows… If semicon stocks are so high, why automakers are bashed? Who is the biggest customer? What industry is the backbone of overall industry? Auto! There is a very black and nonsense propaganda against ev’s. Empire trying to strike back, but world is not going back to dark days with poisonous cars next to kids and ridiculous cars marketing nonsense options for tons of money and milking you for another ten tears via service!Truth is too big, I don’t know one single person who says my next car is a benzine or diesel, everyo
$Boeing(BA)$ If this salvo of bad news creates a dip, it is time to load up. Boeing is too important to the country that big bosses can not let it drifts away into enemies' arms. I am bullish Boeing. Just give it a little time. That's all it asks for. JMHO.
$Boeing(BA)$ Reuters keeps on searching for ways to keep this in the headlines or their hit piece articles even after close to 3 weeks now. Wow, are they ever a bunch of tools. After the 331st they will be writing about what great guidance BA announced too probably.
$Apple(AAPL)$ With niche techs, small shops can make huge sums from their niche customers. Once Apple commercializes these techs, these shops get squeezed. This is like corner stores are folding as Walmart and Costco are expanding. YES yes yes i’m bullish
$Digital World Acquisition Corp(DWAC)$ The market makers and manipulators are going to get you so used to dwac stock popping up on irrelevant caucus vote news that just when you think it's a sure thing and when you least expect it they are going to rip the rug right out from under you. Fun times!
$Rivian Automotive, Inc.(RIVN)$ The latest news showed actual delivery number last quarter is less than the quarter before. That means Rivian revenues will decline and losses will widen. Rivian is now making cars that people are not buying. Last quarter Rivian only had tiny $1.3 billion revenues a quarter, but the losses were scary $1.3 billion a quarter. Rivian does not even have a viable business at all. Rivian is spending $2 just to make $1 of sales. $9.1 billion cash is only enough for Rivian to burn for less than 2 years at its current burn rate. Rivian is heading for bankruptcy. Just like many other bankrupted EV makers like Lordstown. Sell RIVN.
$Grayscale Bitcoin Trust(GBTC)$ Bitcoin miners are setting up their own OTC trading desks to legally sell the Bitcoin that they mine directly to those buying Bitcoin for the ETFs. With the halving coming up there will be less and less Bitcoin available, especially after the GBTC selling subsides in the coming week after IRA holders have finished switching to new ETFs. Also, professional financial advisors are just beginning to hear that they have the green light to convince their clients to move into these Spot Bitcoin ETFs, and that will also drive-up demand for Bitcoin, making it increasingly scarce. I still maintain that for the Bitcoin miners to be healthy that they need a much higher Bitcoin price with the halving only 3 months away when the
$SoFi Technologies Inc.(SOFI)$ Ya know... the tech platform will get big customers over time but it also allows sofi to build relationships with companies to be the provider for all their financial needs.....noto did say the tech climb will be a steady gradual move not some wild move......customers are coming on and they will use more services over time.......in q3 revenue for tech was $90 million and net income was $32 million....lets see if tech platform revenue can get to $100 million and net income close to $40 million.I put my bet on this one after giving it serious consideration. But the future is unforeseeable. What do you say guys?Excited Season 2 GIF by The Office