BobbyLopez
BobbyLopez
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$Sea Ltd(SE)$ Can't believe that the US Government is Pumping this Chinese garbage SE again, despite so much terrible news.The stock price went from $23 to $58 in no time, for no reason, despite garbage fundamentals.It is too late to chase this Bubble. TikTok is killing SE garbage! Do not get trapped in this Chinese Junk. The revenue is collapsing. The company has too many employees for nothing. The management has diluted the stock ownership 3 months ago below $36 because they know that the stock worth way less than $30. The loss will grow. Expect again 35-40% quick drop after the ER Disaster.
$Alibaba(BABA)$ $Alibaba(09988)$ I truly believe this stock is now ready to push higher now as we took care of the gap below and grabbed liquidity. Once price break above $79, we will more likely break above the 200d too and then go close the gap at $88. I still think we will reach $100 - $105 before EOY.
$Palantir Technologies Inc.(PLTR)$ This is interesting watching the long/short argument. Realistically the outcomes look pretty straightforward; earnings miss and they may challenge the $17.00 support level of 2/5 ( before the last earnings); a solid beat will challenge resistance at $28.03 (3/8 the date of the NVDA reversal that set tech into its drop)Who knows, but that seems to be the spread. I figure somewhere in between. I'm long so you can guess which outcome I want, but that $28 will be rarified air going back to the early days.
$ARM Holdings Ltd(ARM)$ Look, the ARM CEO needs to stay in his lane, unless he knows the science in the other lane. He heads up a company that totally relies on electricity to work. When he made statements about electricity shortfalls limiting AI, he is only technically correct that IF electricity is not plentiful, then AI development could suffer.But Electricity can be plentiful with next-gen nuclear power, to the point where we leave the lights on, and only pay half a penny per KWH. The ARM CEO doesn't know the material science nor the nuclear physics to talk smart on this subject, which is why he should stay in his lane. If he does want to help fund this lane where Energy Potential gets turned into Power by nuclear science, by all means cross ov
$Palantir Technologies Inc.(PLTR)$ Meta $Meta Platforms, Inc.(META)$ pulling it down AH. sp will be volatile and muted till May 6. If PLTR delivers with good guidance, then a 10%+ pop is possible. Karp did what he said he would do: NHS, army contract, expanded boot camp participants plus the (unexpected) Oracle relationship. Can’t ask for anything more IMO.
$Bilibili Inc.(BILI)$ $BILIBILI-W(09626)$ Bilibili is really strong and I enjoy using it, but its market isn't favorable for expanding overseas since YouTube dominates that space. It's not easy to grab market share there. Currently, Bilibili is still losing money, and turning a profit is challenging. Making substantial profits is even harder, so for now, I'm hesitant to get involved. I hesitated a lot when it was at 84, and I'm still hesitant now.
$PDD Holdings Inc(PDD)$ people are not scared they are just using common sense. Already proven their numbers are fake and they are going to face heavy import tax from usa and europe soon. Nobody said the world imploding just pdd is about to. Even people in china doesn't believe their numbers are real. But you do in here in america even though you never been to china don't know anyone there and going off of faith. I told people luckin coffee numbers were fake and they would get delisted. And they said same thing you said.
$MicroStrategy(MSTR)$ When I worked at a Federal Credit Union about 5-6 years ago I told my colleagues to buy BTC. It was about $700.I didn't have the money to buy it then.I had a binance account where I put $100 in BTC.Had I left it there it would be worth 33k.GT
$Advanced Micro Devices(AMD)$ The large investors behind this stock manipulation are simply not constant in going up or down during the day trading...up and down for no reasons at all...only once in a while they remained in on one spot during the day. Take a look at $NVIDIA Corp(NVDA)$ Nvda $32 up and still there.
$Apple(AAPL)$ Even though NASDAQ has technically broke down and may retest the 200 DMA it is extremely oversold and I expect an oversold rally of about 500 points which should take Apple to the 172-175 area. Apple direction will be much clearer after May 2 but my expectation is to head back to retest the ATH of 198 during the summer!!!
$Marathon Digital Holdings Inc(MARA)$ The m-t-d M Pool daily production avg is sitting at +-25 coins/day as of 4/17 PST, come Saturday will we see a drop to +-12 coins. FF needs to do the math...that's a tad short of breakeven. MARA's business is mining, how long can he ride the FMV adjustment until investors understand he's not a producer?
$Micron Technology(MU)$ Food for thought. If ASML is seeing a slight slowdown in orders, is that really a bad thing? Measured and calculated fab capacity increases leads to supply (and price) stability and prevents an oversupply situation from happening. It can also lead to periods of shortages which, as we know, allows for pricing power. This should really be viewed as a positive for the semiconductor industry.
$Sea Ltd(SE)$ just entering the scene here. this can go to 38 or 88 based on the technical limits so i like the action , just new to the show. does this company actually make money?? there income statement is weird net loss because of doem ambigious sales expenses and major jumps in r&d expenses - then the balance sheet looks good. whats the story? momentum looks like its reversed upward so im inclined to buy calls!
$SUPER MICRO COMPUTER INC(SMCI)$ there's so much anticipation built in this. prospective investors are waiting to put on positions. current holders want to add for a number of reasons. as they have done in the past an update from the company would be greatly appreciated and get this entire market sentiment off it's manic depressive swings. love you folks. hang in there.good luck
$TENCENT(00700)$ They've made adjustments, and it's quite a significant move. Many people are saying that without Tencent's share buyback, it's definitely going to see a big drop this month. But often, most people's expectations turn out to be the opposite. Maybe today is a rare opportunity to get on board!
$NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ NIO shorts been waiting longer than longs to get here.NIO longs are feasting off the shorts efforts./ Its cool when you have the capital to make the real money, not chump change.I love this frenzy like in 2019From 2.72 up to 66Did not sell but added on thatNow, buying more at serious discountsBack in 2019 down to 1.32 but you saw what happenedIf you get it under 3, then I will buy manyMore shares.NIO is not your garden variety EV sellerNIO is the gateway for electrification and Worldwide EV transistion
What's driving the stock? I see no rumors, nor clinical studies. It can't be anything more than insider training.Thank god I sold and went short!!! I see red and bigger red come Monday. Gl longs cause now you short $Mobile-health Network Solutions(MNDR)$
with 8 billion USD in bank and people here are desperately throwing bankruptcy,...it is 3x more than Teslatsla $Tesla Motors(TSLA)$ ever had in its first 7 years of existence. Rivian $Rivian Automotive, Inc.(RIVN)$ is going through a 3 week shutdown that will make it profitable then it is game over for the shorts. They must cover or lose everything
Buffett once said to not invest in what you don't understand. I don't know many companies well, but I've looked into CMB a bit. I invested in Meituan earlier this year, although my understanding is still limited. I have a good grasp of how this company makes money and also understand the industry. I think it's going to be very profitable this year. Overall, I feel confident holding onto Meituan. This year, we'll reap the benefits of reduced labor costs, and in the future, we'll benefit from automated delivery. Both will significantly increase the company's profits. I plan to hold onto it for the long term. $MEITUAN-W(03690)$
If AMZN traded at the same P/E of BABA, it would be trading at $32 - $40. Just a fun fact. At this rate all Chinese stocks are going to trade at cash value. Cash keeps growing, shares outstanding shrinking, which means cash/share growing until it meets the stock price. Never seen that happen to growing profitable companies, but then again, I never thought we'd see BABA trading at 8 P/E (about 3-4 P/E net of cash / Ant) and still no buyers.Alibaba $Alibaba(BABA)$ $Alibaba(09988)$ is a cash machine... much better days ahead... strong buy at these prices... thank me later... smart investors are buying low and sell high(er)... not the other way round... always remember that and act

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