DaisyMoore
DaisyMoore
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04-26 13:54
$TENCENT(00700)$ When the stock price continued to fall, Tencent executives faced relevant questions and gave this view: If one day foreign investors want to buy Chinese assets again, the first thing that comes to mind is Tencent. I feel that if China's high-quality assets are destined to be bought by everyone this round, Tencent's priority belongs to the T0 level, not inferior to A50. If it does not do T, when will it be sold? It was cut in half again before, and doubled this time. Double that, it’s not too much to ask for.
$XIAOMI-W(01810)$ I never expected that anyone would promote this "double-rotor" compressor as the selling point of a flagship product. It turns out that this is what I am talking about. No one in the industry has ever mentioned it. It is generally used in cabinets or larger central air conditioners. . I thought it was talking about three-cylinder double-click compression.Volkswagen said that when Xiaomi makes cars, it packages the things that everyone uses, and the same goes for air conditioners.
$Tesla Motors(TSLA)$ I wouldn’t gamble buying this stock after that long downward trend, can’t compete with China, disastrous earnings report and ongoing people either being injured or losing their lives with Teslas self-driving function. Plus Elons pipe dream hype… the dust will settle eventually
$Apple(AAPL)$ I have come to the conclusion that as dishonest as wall street can be they will either put out negative or positive news on anh given stock to sway traders in the direction they want so as to buy the shares cheaper . through the years wall street has bashed aaple only for them to consistently make gains over the long haul
$MEITUAN-W(03690)$ The most beautiful kid on the Internet and Hong Kong stocks this year is probably Meituan. As expected, it will get back its capital today. Visually, only Meituan has done the right thing in recent operations by adding positions.
$SoundHound AI Inc(SOUN)$ DO NOT SELL ANY SINGLE STOCK. Make them run for cover.MMs cant hold SOUN price back.....7.5 million shares traded before 10:00 AM... ?!Once more unto the breach dear friends!Never a dull moment here. Lots of twists and turns on this Rollercoaster.
$XIAOMI-W(01810)$ $Gan & Lee Pharmaceuticals.(603087)$ $BYD COMPANY(01211)$ When the market continues to plummet in October 2023, believe in yourself. The analysis believes that the value of these three targets is low, and Lei Jun believes that Mr. and Mr. Gan Zhongru are excellent entrepreneurs. If they stick to their original aspirations, they will definitely succeed and bring generous returns to investors. Xiaomi bought for 12 yuan is expected to have a return of more than 5 times. Waiting for the flowers to bloom.Maybe this is the deep potential of the integration of Xiaomi people, cars and home
$Microsoft(MSFT)$ SAFE and profitable to invest in MSFT LONG term. MSFT is under-valued. Buy more and keep multi-years. Be patient. DON’T SELL. MSFT appreciates sharply in the near future.BUY and go to sleep company. no need of looking every day. thats the kind of stocks i love
$Sea Ltd(SE)$ 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.
$Matterport, Inc.(MTTR)$ Yes if you have make some money today , then seal the deal, because it can drop and return to 2 bucks again as fast as it went up. … so like I did I sold at $4.73 after buying at 2.08 last month. So don’t be too greedy, if you have make a profit today. Seal the deal…
$Grab Holdings(GRAB)$ As a result of my recent work on $Sea Ltd(SE)$ $Grab Holdings(GRAB)$ , I continue to be reminded of the idea that SE Asia’s runway for growth in FinTech product adoption, Digital Mobility adoption, and ecom adoption is incredibly long, as in we’re still in the first inning Yet, astonishingly, the growth narratives for essentially the only two viable tech conglomerates in the region have been relentlessly doubted in recent years Which is curious because, for a decade+, these narratives were wholeheartedly embraced
$XIAOMI-W(01810)$ Revenue is 270 billion and R&D expenses are 19 billion. From this perspective, R&D expenses are indeed too small. R&D expenses account for only 7% of operating income. It is a bit like Lenovo. The R&D rates of leading domestic medical devices are 10-15%. , Huawei's R&D expenses account for more than 10% of its operating income, with revenue of 800 billion and annual R&D expenses of 100 billion. It is not groundless for some investors to say that Xiaomi is an assembly plant.There is no R&D capability, so the gross sales profit margin cannot increase.Of course, Xiaomi can get to where it is today. These people should thank Lei Jun.
$UnitedHealth(UNH)$ wish I bought more under 440 haha. I want to hear from the shorties but all I hear are crickets in the background. Interesting.any thoughts on the impact of the CAH contract ending? My initial thought this isn't a positive, anxious to see how they replace them.
$MEITUAN-W(03690)$ Meituan Takeout is truly a top-notch business modelSatisfy the fleeting immediate needs, thereby creating the possibility of premium pricesStores all over the world are warehouses, which not only shows trust but also has no inventory disadvantages.The large number of outsourced riders is both a bargaining chip and a promotionGathering huge BC terminals and perfectly integrating online and offline
$Palantir Technologies Inc.(PLTR)$ It’s kind of nice that the min wage bashers have a little more money to buy their coke these days. It will speed up the natural selection process. The life expectancy of a coke addict is 25 years. Sad, but true.Please be optimistic
$Netflix(NFLX)$ Disney has a PE of 72there's another oneMCD is two times too high as wellif it falls to value, the debt will be 50% of the market capbut it already fell a lot, let it peak out sometime again, I'd say, then short itTotal Garbage Stock! Total Con Artists!!!!
$NVIDIA Corp(NVDA)$ The current Markets delayed recognition of NVDA’s might, and MOAT — heading into Earnings Season is a Great advantage for NVDA’s longs, and “savvy enterprising investors” — because it gives them an ample and fabulous opportunity to buy more of a Great business at a bargain price!
$Apple(AAPL)$ Huawei seems to be expanding in Africa countries as it signs deal after deal."Ethiopian Electric Utility, Huawei Sign MOU to Provide Alternative Electricity to Communities in Off-Grid Areas"First Huawei took a bite out of Apple's iPhone revenues by manufacturing it's own 5G phone and now there goes macbook revenues as "Huawei upgrades top laptop with latest Intel chips for AI."" Huawei developing its own chip-building equipment for a hefty price "Apple needs to make some big changes and stop resting on its laurels, otherwise it’s hard for me to imagine what the situation will be like in a few years, hahahaha.Dead money.Deep red!
$CleanSpark, Inc.(CLSK)$ I think the European markets take BTC up tomorrow, if the Asian markets fail to get on board. Just sayin'...So, when BTC is over $100,000, where do you think the price of this stock will be.Is this the proverbial "screaming buy" or what?Good luck and please remember this post.
$Microsoft(MSFT)$ Today only MSFT and NVDA closed green among 7-magnificent while S&P-500 and Nasdaq closed RED. The other five stocks of 7-Mag closed RED. Obviously, MSFT is fundamentally strong.Follow market cyclesHave the SPX bottoming end of first week of May to second week of MayApproximately May 6Technology stocks bottom end of April which corresponds with tech earningsMicrosoft should rally end of next week with earnings announcement.I'm tired of taking a beating when I own a winner.I'm selling my other stocks and buying MSFT..it's not even close the second best stock out there...😎💰💰

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