Warren Buffett doesn’t invest in $Tesla Motors(TSLA)$Because it doesn’t pay a dividendWarren Buffett doesn’t invest in $Alphabet(GOOG)$ or $Amazon.com(AMZN)$ eitherAnd he didn’t invest in $Apple(AAPL)$ for the longest timeWarren Buffett is not always right.He does great in the companies he invests in but we can’t say that just because he doesn’t invest in a particular company that it’s not a great company

add back was at 120.75; not 125 lol. Typo, but more importantly: Prems green and this shit moves slow enough to easily re position. Prems not as crazy as $TSLA but: Only 1 Elon, I’ve got no $QQQ Right now either so this has turned into a Random Ass Monday on my end. GL $Coinbase Global, Inc.(COIN)$

Jim Cramer on Grab $Grab Holdings(GRAB)$ : "Yea, my daughter is over there in Singapore and I was thinking maybe it's time to pull the trigger. But then I realized the company was losing too much money...We're gonna take a hard pass on Grab." Grab is a BUY rating @ $3.12

$Uber(UBER)$ debt raise also serves to protect its equity investmentsI personally think $Grab Holdings(GRAB)$ , like $Sea Ltd(SE)$ , is set to appreciate substantially in the decade ahead so avoiding liquidation of this holding for debt service would be ideal.& UBER's debt raise allows it to preserve its stake图像

Experiencing a lot of sell pressure last weekBearish engulfing candle this weekAlways have the possibility of this line holds thoughNot selling a single shareBuying more if it goes down to $15-17 range, which may or may not happenIt’s all noise long term $Palantir Technologies Inc.(PLTR)$ 图像

Ever since the introduction of Google Search GOOGL in 1997, the company has dominated the search engine market, while the shares of all other tools has been rather lopsided. The majority of Google $Alphabet(GOOG)$ revenues are generated through advertising.图像Google is the most frequently used search engine worldwide. But in some countries, its' alternatives are leading or competing with it to some extent. As of the third quarter of 2022, more than 62 percent of internet users.

max pain is still $9! Imagine holding a huge short position on the worlds largest $BTC mining company that just turned a quarterly profit while bitcoin is surging to $37k and transaction fees per block reward are now over 8% in November? LOW IQ SHORTS HAVE TO COVER!!!图像I ran the numbers last night - What if bitcoin was at $36k in Q3? - $Marathon Digital Holdings Inc(MARA)$ would have been profitable if everything else stayed the same and you remove the one time benefit of the early debt extinguishment.$125m in revenue and positive 0.045 EPS.Shorts are not good!!图像

$Meta Platforms, Inc.(META)$ 's ten-year chart is ugly. It got off track for a bit and was throwing money at metaverse spending. Then management focused more on cutting expenses and shareholders rejoiced.2022 was the first year it didn’t hit a record high in profits as a publicly-traded company.图像META has a lot of momentum now, as profits are rolling in again. #AI is helping boost time and ad spending on Facebook and Instagram, and is giving the company growth opportunity. Advertising has been in a Bear Market for the past two years. Ad spend could accelerate in 2024

The spread between gold and 2,000 is growing wider.Gold is 0.7% away from a negative year with literally all of the conditions in place for gold:图像And to be clear, I think the reason is more than just Bitcoin de-monetizing gold.If BTC didn’t exist, I’d rather be:(1) 100% $Tesla Motors(TSLA)$ (2) 50:50 $Apple(AAPL)$ $Alphabet(GOOG)$ (3) 100% BerkshireI’d much rather do any of those 3 than have any allocation to gold.

A portfolio of AMZN, MSFT, GOOGL and META will probably outperform most other portfolios in a 5 year time frame including all the indices. Setting a reminder to circle back on this call in 5 years.Update on the equal weight $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ portfolio outperforming everything else. After a few months, it looks great.In hindsight, this will look so obvious...My thoughts haven't changed.图像

Breaking news! An AI impostor company reportedly landed a £480M deal to consult the NHS on how to handle their data better. After the consultancy is done they will submit a report so the NHS can hire a real AI company to take care of 60M people’s health data! The winner will be Microsoft excel or Google sheets or C3AI!Great win for our beloved consultancy! I’m increasing my price target to $5 from $4! $Palantir Technologies Inc.(PLTR)$

Wow! By analyzing $Palantir Technologies Inc.(PLTR)$ Q3 I realized that for the first time ever, the company generated a Free Cash Flow (post Capex) higher than the non-cash amount of share-based compensation, over a period of 12 months. In plain words in means that:Palantir operations are now creating more cash value for its shareholders than it dilutes them with share-based compensationA turning point to be marked in the company's history I guess图像Actually it won’t stop immediately due to outstanding stock-options still to be exercised, but (1) this is known and priced by the market, and (2) the dynamic seems positive now in terms of net shareholder value creation.

$SPDR S&P 500 ETF Trust(SPY)$ Looking for some quick wins in the stock market? Look no further than $Advanced Micro Devices(AMD)$ $eBay(EBAY)$ and $Valero(VLO)$ . These three stocks are sure to make your weekly watchlist more profitable. Don't hesitate; start trading today and watch your portfolio soar!图像图像图像The chart shows two potential resistance levels: one at $115 and another at $120. The price has strong upward momentum and has broken past previous resistance levels.

We correctly predicted the upside, but overshot the target. So, I need to reevaluate the setup. For now, I am still looking for a retracement for AMD but it could potentially turn into a 1, 2 Wave, as we form the bottom for Wave 2 at the top of the descending channel. This might be a classic breakout, retest, push in price action, and the targets are now set higher. I will keep you updated as always. $Advanced Micro Devices(AMD)$ 图像

$Upstart Holdings, Inc.(UPST)$ earnings after the bell. They haven't run this time like they did last time, but the macro picture continues to deteriorate.Upstart is wholly dependent on others for their funding sources. They have made good strides in securing some persistent funding, which helps, but I'm concerned about what will happen with their guidance. Analysts are guiding for a return to GAAP profitability next quarter. I'm not sure if they'll be able to get the origination volumes to make that happen.They are working hard on right-sizing their expenses, and they don't need to put a lot into marketing right now because their originations are so low. I'll be interested to see what they have to say about the lending

$Pagaya Technologies Ltd.(PGY)$ $Upstart Holdings, Inc.(UPST)$ Pagaya crushed earnings while Upstart disappoints yet again.This is the 3rd consecutive quarter Pagaya outperformed Upstart. It’s time investors start realizing these are two different companies and gives Pagaya the credit it truly deserves!

Imagine your bank says “We cant give you your dollars bc we stole them but heres some Chuck-e-Cheese tokens backed by foreign currency” Almst all crypto platforms have in their terms they can swap your $/coins for whatever they want& pple still use $Coinbase Global, Inc.(COIN)$ & Binance图像图像

Sticking to the plan and selling. Almost 20% profits locked in and the perfect trading streak on this stock continues. No point changing up what has been working. $Coinbase Global, Inc.(COIN)$ 图像

$Unity Software Inc.(U)$ Cockroaches in the KitchenThe stock is down. The CEO is out. And the bulk of its EBITDA figure is made up of stock-based compensation.One more pressing matter, Unity's DBNR. Will this figure stabilize at around 106%? Or will this figure continue to progress towards 100图像