I would pay the closest attention to
$Tesla Motors(TSLA)$ and
$Broadcom(AVGO)$ . Tesla’s long-term potential in AI, robotaxi and energy remains attractive, but I would not base my investment decision mainly on a possible
$SpaceX(SPCX)$ deal. I want to see real progress in its core business before becoming more bullish.
For Broadcom, I believe AI infrastructure demand remains a strong long-term theme. However, customer financing and actual revenue conversion are important. Strong spending commitments mean little if they cannot eventually translate into sustainable earnings and cash flow.
Overall, I do not make investment decisions based on analyst upgrades or downgrades alone. I prefer to look at business fundamentals, valuation and execution. I would rather accumulate gradually during meaningful pullbacks than chase a stock simply because analysts have raised their targets.
@Tiger_comments @TigerStars @TigerClub @TigerPicks
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Comments
the issue is business fundamentals didn't seem to always work out,
so some stocks r like just "hold on" for gd?