MamieBenson
MamieBenson
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$Sea Ltd(SE)$ There's about $6B of cash in the budget, so there's no need to worry that SPaylater will be derailed until the company has bad debt problems. Has he ever set up a reserve? Debt fraud is not a new or big issue for SE at all. Now the credit line is only 20,000 for a new opening. Those pages that say be careful are called engage.
$Palantir Technologies Inc.(PLTR)$ What would really blow this out is went a pc manufacturer upload foundry os for aip as a choice on the AISoftware defaults by windows, iOS and android. I’m closely watching this upcoming AI pc’s so should you.The more pltr beat and raises eps per quarter this year 2024, the more investors outlook for Pltr to be trading in the $200By the3rd-4th q 2025 or even higher depends on the premium investors are will to pay. Like ARM is wayyy high premium over 1k PE, dwarfing pltr’s pe.Imagine how many multi mil nvda, msft, Smci, tsla, meta , crwd, etc… when they weee trading at the current PLTR stock price. Imagine. It could be the opportunity to many here.
$Alphabet(GOOG)$ Big institutions / Hedge Funds are manipulating the share price. The retail investor was buying into the hype just as planned. Now the sell off... scared investors sell taking a loss off the high. While the hedge funds buy back in at a low... this may fall into the $140s... nobody knows except the manipulators. If you sell out now and take the loss. You just may be sorry when the rebound commences... do what works for you...
$Intel(INTC)$ TSMC is a subcontract manufacturer. Intel has its own product portfolio which is why AMD, Nvidia, Qualcomm etc etc will never use them as a foundry service. Intel's own products are becoming a low margin commodity business. I just don't see a future with their existing strategy even if they nail their high NA manufacturing process.also, the utilization for intc is so low, intc will lose money on the chip it produces, you spent more money to lose money. TSM and Samsung can produce much advance chips and a lower cost just look at the Global fundary that spits from AMD, Global fundary can produce chip up to 13 nm only because it wants to make money not losing money, intc should spins off the fundary business
$Tesla Motors(TSLA)$ It's been 3 days and none of these bagholders provided a logical discussion on why Tesla is losing billions of money based on the Q1 report. All they can cry is "tesla is more than a car company have faith in elmo" when the CEO himself promised a million robotaxis on the road in 2019. Apparently this thread is full of teenagers who think they can be rich by pumping their life savings into 1 of the many joke companies by muskrat. That's how he gets his wealth, by cheating silly little kids.Won't be surprised to see it trading at 50-60 $ by year end's.If margins keep coming down, a single digit margin would put no sense for it to trade at more then traditional car makers
$JD-SW(09618)$ The biggest problem is that the business models of Alibaba and Pinduoduo are not retailers, but commercial real estate. JD.com is the business model of retailers. The essence of retail is low gross profit margin and high turnover rate. Tmall's gross profit margin is high, so Pinduoduo is taking advantage of the trend. Now that Pinduoduo's gross profit margin is high, the capital market is also panicking, and flash sales are likely to take advantage of the trend. Retailers must eventually learn from Costco.
$TIANQI LITHIUM(09696)$ In fact, if Tianqi holds such a low equity interest in Wenfield, it should be released from the balance sheet, so that inventory impairment provisions can be made in a timely manner, solving the so-called periodic mismatch problem, and the financial report will be simpler and clearer. The only downside is that without half of Wenfield's revenue, the scale will look much smaller on the surface.
$Tesla Motors(TSLA)$ TSLA is just a Wall Street SCAM all Hot Air and hype that is just another over priced car company that really has proven they just can not compete with China and TSLA makes Golf Carts that the mileage is so bad in winter you can only drive them on the days you would play Golf
$NIO Inc.(NIO)$ FORSEVEN = NIO in UK NIO closed another OEM deal and its BIG.. Electrical Vehicle Technology to Forseven.HOW many of you know that Forseven Limited is a subsidiary of CYVN Holdings?. Thats the UAE Sovereign Wealth Fund that owns 20% of NIO. This is the kind of deals NIO and CYVN will be making for a long time.
$Taiwan Semiconductor Manufacturing(TSM)$ Will hit $138 prediction,My sell order is at $180 but I may adjust it higher! 😁 GLTAL 👍Good I don't sale go $ 165 before earnings nvda,like I said... hedge fund manipulation to flush the options holders to zero... then reloading for the next round...
$NIO Inc.(NIO)$ April sales increase momentum, initiated by the BaaS pricing reduction, will continue with the Beijing Auto Show. Then, in May, the official launch of Onvo will add the fuel to the fire! Blue Sky Coming!Tesla can’t compete with NIO or China
$MEITUAN-W(03690)$ According to my calculator, this is the market value that Shunli Script should have after the release of its second quarter report. Judging from the recent exchange of chips, now is the moment for domestic and foreign investors to hand over the baton.
$Microsoft(MSFT)$ MSFT dominates the PC software market with more than 73% of the market share for desktop operating systems (more than 1.6 billions users world-wide)MSFT should go up 8% on ER.Options market is indicating an $18 move after earnings or +-4.4% move for Microsoft on Friday
$Netflix(NFLX)$ Cramer broke it down. He personally said this is a huge buy long term buy. Analysts across the board raised 2024-2025 $650-700. Consolidate n up we go. Down $4 on volume of less than a thousand. Don’t you love after hours,Oversold RSI on good earnings. Subscription number’s were a huge scam anyway. Going way up!!Netflix won’t go green today but tomorrow it will. Greed, kills you every time! had a nice profit and didn't take it ,thinking i may not get it today ,come on!!I need 2 more,Take you're time. Don't freak. You bought the extra week's cushion to outlast these gusts. Good luck
$Li Auto(LI)$ Hmmm… which one sounds better? Poorly made vehicles that takes hours to charge OR a battery swap program subscription that gives you a freshly charged battery in 5mins? Buy Nio, their technology is way ahead of the game.The chart say it all with nio you retail investors bag holding it from 60... Hahaha
$Taiwan Semiconductor Manufacturing(TSM)$ I don't understand this drop at all. Literally, it's pure manipulation. Nothing makes sense about it. This is a stock people should be buying hand over fist.just wait a while until the management files to buy tons of this stock. It will shoot up!
$Tungray Technologies Inc(TRSG)$ TRSG As i Said..Market Open Great play to sky RocketSemi Conductor customized manufacture industry like $Taiwan Semiconductor Manufacturing(TSM)$ PE Ratio 16.34 - Positive  Prev revenue 13.36 M with Net Profit more than 2MMarket open ..its a GAME Changer today ..
$ARM Holdings Ltd(ARM)$ 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 sci
$UnitedHealth(UNH)$ With the medicare problem behind and normalization of MLR, worst scenario is behind. We are at 16,5 p/e of 32$/share 2025. Everything can happen but we certainly can wait now. Nothing can stop this beast. Very long here.long term bullish!!
$Advanced Micro Devices(AMD)$ Here's a little song I wroteYou might want to sing it note for noteDon't worry, be happyIn life we have stock in troubleBut it comes back & you make doubleDon't worry, be happyDon't worry, be happy nowWithout some news, it’s too quietVoices in your head say “they won’t buy it”Don’t worry, be happy.Like Tinnitus, the voices will fleeAMD really is an opportunityDon't worry, be happyDon't worry, be happy now

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