$NIO Inc.(NIO)$$NIO-SW(09866)$I just picked up NIO at $7.60 after trimming my position. With $KraneShares CSI China Internet ETF(KWEB)$ seeing a solid pullback recently, I feel like we've hit a good level. A 30% drop in just two weeks is significant! Now seems like the right time to double down and go all in again. The market’s been a bit shaky, but I'm optimistic about the recovery ahead.
I’m from the future, friendly reminder…. In July 2021, Facebook will announce the purchase of the patents from Blackberry at their earnings report conference. In August 2021, Blackberry will announce that they will be buying back their own shares at $30 (SP after settlement) with the $4B proceeds from the MEGA patents sale. There will be no better place for $BB to reinvest their funds other than their own programs. In September 2021, Amazon will announce an investment into Blackberry by purchasing all outstanding shares. By December 2021, $(BB)$ will be a triple-digit share price titan. All shareholders laugh to the bank.
$DBS Group Holdings(D05.SI)$DBS's share price has really taken off lately, and it’s hovering right around our fair value estimate, which is awesome to see. I'm feeling pretty good about their dividend payout this year, especially with that solid 5.5% yield. In a lower rates environment, that’s a strong support for the stock. It makes holding onto DBS feel like a smart move, especially when you're looking for reliable returns.
$SoFi Technologies Inc.(SOFI)$Environment is accomodative. Recent $2B platform loan agreement with Fortress significantly supportive. Price appreciation due to improving underlying operational metrics, not via irrational exuberance. Yes, significsnt volatility remains, however, positive Q3 and Q4 reads and guidance, together with full year GAAP and continued sequential quarterly profitability will drive this stock higher. BUY, especially on dips.
$NIO Inc.(NIO)$$NIO-SW(09866)$Holding NIO for a few more years definitely sounds like a solid strategy. Once they hit profitability, it could open up a whole new level of potential. Right now, they’re still growing, and while the challenges are real, the market for EVs is only getting bigger. If NIO can navigate the competition and scale up, especially with their unique battery-swapping model, it’s not hard to imagine the stock taking off even more. Long-term, if they can execute well, the sky truly might be the limit. Patience could really pay off here!
$Amazon.com(AMZN)$AMZN is always trying to cut costs through scale, AI-driven efficiencies, and organic growth of the higher margin businesses outpacing the low margin business growth. What is not transparent is how AMZN passes the savings down to the customers. AMZN is a defensive stock like $Wal-Mart(WMT)$ but grows like a high-growth stock. For this reason, you should own AMZN in a recession as well as in good times.
PLTR has almost 6 months that does not even reach $ 27.54
$Palantir Technologies Inc.(PLTR)$ I have not seen garbage bigger than #PLTR it has almost 6 months that does not even reach $ 27.54 I have bought in the falls that it has had waiting for it to explode and nothing. I do not recommend it to investors in the short or medium term, now if you want to leave them to your grandchildren, maybe they will help you.$Palantir Technologies Inc.(PLTR)$
$JD.com(JD)$ Maybe I am off base, but feel this is an over reaction and some manipulation here. I keep reading concerns of the Government taking over these companies but yet, Apple, Nike, and other US companies are growing like crazy in that region of the world. US companies sees this region as where future growth is. I don't think the government would kill it's own tech darlings and allow US companies to grow. I feel this is more of the government implementing rules to address issues they have seen. There can be more future short term pain, but long term, I see these tech giants providing a better ROI.$JD.com(JD)$
$SUPER MICRO COMPUTER INC(SMCI)$ My entire portfolio is all set for the long haul. But let me tell you, SMCI really gave me a soaking! Just when I thought I'd made a smart move and bought in, it took a nose dive. But hey, I'm a believer in this company's fundamentals, so I kept buying as it kept dropping. I'm hoping my faith pays off. May the force be with me, indeed! Let's see if this strategy pans out in the end.
$Alibaba(BABA)$$BABA-W(09988)$$Meta Platforms, Inc.(META)$ bottomed at 88usd in October 2022 and 3 months later climbed all the way up to 200usd, 6months later reached 300 and 8 months later breached 400 without pausing. Wont be surprised if we get something similar in baba. This year 140-150 easily, Next year 300......Be patience the stock is diamond.
$Alibaba(BABA)$ They gotta save this stock if any news comes out we can trade at 100+ but for now I’m certain we run 90 next week.. It has been a super slow ride. [Sly][Sly][Sly]What’s more, as soon as short sellers bring it down, they step in in masses. Like the access of mainlanders so far.
Tencent subsidiary, u r dad down 11% in Hong Kong. This is going to crash. Paid corrupt sheep Analysts can try to do anything. Corrupt shills.Not goiing to stay in 3 digits. I repeat $30-40 max on this. That corrupt $Bank of America(BAC)$ analyst be arrested for corrupt, and handcuffed to FBI office.This is next $Pinduoduo Inc.(PDD)$ in making. No profit, and pumped like $Teladoc Health Inc.(TDOC)$ . It's scam. I will buy $Alibaba(BABA)$ at anytime, if I need to. This is CHinese money landering scam from Singapore. Sleeping SEC or FBI?$Sea Ltd(SE)$
Beijing will consider the market impact before introducing future policies
From WSJ "China moved to ease investor concerns about crackdowns on listed companies, with a top regulator privately telling global financial firms that Beijing will consider the market impact before introducing future policies, people familiar with the matter said. Fang Xinghai, vice chairman of the China Securities Regulatory Commission, spoke to representatives of global banks including Goldman Sachs Group Inc. and UBS Group AG, as well as some investment firms on Wednesday evening, according to the people. Yi Huiman, the securities regulator’s chairman, was also present at the closed-door meeting in Beijing, they added. After the meeting, and following a series of upbeat articles in state media, Chinese technology stocks listed in New York and Hong Kong jumped, helping pull broader mar
Investing in Alibaba (BABA) remains highly challenging.
$Alibaba(BABA)$Investing in Alibaba (BABA) remains highly challenging. Despite appearing undervalued, the stock's performance has been disappointing, reflecting broader market trends. Over the past few years, informed investors have warned about the risks and volatility. Simply buying a stock because it seems undervalued is not a reliable strategy; the market can exploit this approach repeatedly. Realistically, it's essential to consider broader economic conditions, industry-specific challenges, and the company's financial health. Patience and thorough research are crucial, as quick profits in such a turbulent market are unlikely.
$XIAOMI-W(01810)$Will Xiaomi's share price hit a new high? Once we hit $23, I think the risks will increase significantly. It could either keep climbing from there or tumble back down to around $16. That’s a crucial level to watch! It’ll be interesting to see how the market reacts—definitely a moment of truth for Xiaomi!
$NVIDIA Corp(NVDA)$Nvda has a huge potential of increasingly growing recurring revenue prospects as a software and service provider. Cathie Wood building another large stake in NVDA. Hmmmmm. Could be an terrific move. Some pros say stock could reach $23 eps in 5 years and with just 29x stock might get to $665+ per share. We'll see.
One could say I have way too much liquid into this stock $BlackBerry(BB)$ , but for what it’s worth, I am a die hard long. I’ve seen a few comments about the long’s flipping or going away. The truth is, most of the true longs don’t engage in unrealistic expectations of… To the moon, $100 next month!! BS.. This is my long pick. Long means, long!! Will there be ups and downs along the way? Of course. The key is, it’s so much better to be a bit “early” instead of being “late” I don’t claim to have a crystal ball on when this will take off, but I am happy that I am locked and loaded/ready for it with my core position. GLTA!
$Apple(AAPL)$AAPL, the greatest company on earth, IMO. Time and time again, AAPL proved the bear wrong, but they keep writing it down. For this time around and for your information, iPhone 16 Pro Max is selling like hot cakes in China despite all the negativities. One thing I learned about AAPL from the past few decades is that AAPL has the brand with its ecology. There are more than enough fans worldwide to keep AAPL going strong. May be iPhone 16 doesn't have enough bells and whistles that you like, but it doesn't mean fans won't buy it. At the meantime, I'm happily to continue holding my AAPL shares accumulating from the past two decades. And the rest is history.
$PDD Holdings Inc(PDD)$ I’ve been gradually adding to my position in PDD. Honestly, I’m hoping it dips below 100 so I can go all in. If it hits 90, I’m even considering borrowing some cash to load up more. I know it sounds a bit risky, but I really believe in the long-term potential of the company. It’s like a golden opportunity just waiting to be seized! Sure, there’s a chance it could keep falling, but I’m all about taking calculated risks. If it pays off, I’ll be glad I acted when I did. Here’s hoping for that dip!