quixi

Uses mobile apps to track US stock prices daily.

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quixi

10-31

$Advanced Micro Devices(AMD)$

$Taiwan Semiconductor Manufacturing(TSM)$ $Apple(AAPL)$ and AMD benefit from each other. AAPL's deep pockets significantly fund new nodes at TSMC. First chips from a new node at TSMC are usually for the iPhone. Mobile chips are less demanding than CPUs and GPUs running in servers. So those mobile chips are great for initial production on a new node. Cutting edge node helps AAPL sell trendy iPhones. When everything is running smoothly TSMC can then refine the node further for higher power and performance needed by server chips. Volume of chips sold to AMD has a pretty long tail. This helps TSMC amortize the de

quixi

10-30

$SoFi Technologies Inc.(SOFI)$ Q3 is likely to easily beat the 18% growth rate. The key is any guide up from stronger loan demand with the start of rate cuts. Stock will continue to re-rate over the next several months if this report is good. I do own SoFI and am up 36%, but I'm playing with it's stock, I can care less how they do long-term.

quixi

10-30

AMZN - A “surprisingly undervalued” stock

$Amazon.com(AMZN)$ A slowing economy could significantly impact discretionary spending, weakening Amazon’s e-commerce revenue, which still constitutes a major portion of its business. The company’s substantial reliance on digital advertising revenue (which grew 20% YoY) may be another vulnerability. In a downturn, advertising budgets are typically among the first expenses companies cut, potentially stalling this crucial growth engine. Furthermore, Amazon’s valuation metrics paint a mixed picture. While the forward P/E ratio of 40 may seem modest relative to its historical levels, this assumes continued robust growth in AWS and advertising segments. If AWS growth merely meets the low end of estimates (around 15%), Amazon’s

AMZN - A “surprisingly undervalued” stock

quixi

10-29

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI is the girl you date, not the girl you marry.My take is that this stock has at least one big or two smaller legs upward, but long term upward projections will stall. This is $Cisco(CSCO)$ circa 1999. I don't think in the next 3-5 years AI returns will justify the cost of these machines. Right now $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ are in the FOMO stage and don't want to be caught without the biggest and best machines. And at some point there will be enough of these machines in the marke

quixi

10-25

$NVIDIA Corp(NVDA)$ The tech bubble was wild, with companies without any earnings trading at ridiculous multiples. It feels different this time around, especially with NVIDIA being the leader in AI and trading at about 35 times next year’s earnings. That doesn’t seem outlandish, considering the potential for growth. There’s a real business model and revenue stream backing it up now. Plus, with the increasing demand for AI and tech solutions, it feels like there’s a solid foundation.

quixi

10-24

$JD-SW(09618)$ I’ve noticed that JD’s stock price hasn’t dropped as much as everyone feared. It’s pretty surprising! A lot of my friends are scratching their heads, wondering if this means JD has successfully navigated through this crisis. Honestly, I think there might be some truth to that. First off, it seems like the company is doing something right, maintaining stability when many were expecting a meltdown. Maybe their business strategies are working, or perhaps they’ve managed to regain some investor confidence. I mean, the market can be unpredictable, and while we can’t get too ahead of ourselves, it’s definitely encouraging to see some resilience. It feels like JD has built a solid foundation, whi

quixi

10-23

$Marathon Digital Holdings Inc(MARA)$ I’ve been keeping an eye on MARA, and while there isn’t a clear trend just yet, I can feel something brewing. It recently broke through those previous lows and is now testing that wick on the monthly chart. I really think this has the potential for a solid move upward if we get some monthly confirmation in November. Honestly, I’d be thrilled with just a weekly confirmation for October! It feels like we're on the brink of something exciting. If the momentum picks up, it could really turn things around.

quixi

10-22

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC’s numbers blew me away—over 50% gross margin and more than 40% net profit! And the craziest part? They’ve kept that up for years. That kind of performance is insane for a manufacturing company. It’s proof that when you’re at the top of your game in high-tech, the moat around your business is basically bulletproof.Their dominance in the semiconductor industry is next level. No wonder everyone from $Apple(AAPL)$ to $NVIDIA Corp(NVDA)$ relies on them. It’s almost like they’ve created this fortress around their business that’s hard for anyone to break through. I mean, how can competitors even com

quixi

10-21

$Coinbase Global, Inc.(COIN)$ COIN starting a move upwards after breaking above the 50 week moving average, this is also a crypto related name, and will benefit from bitcoin's value increasing. BTC looks ready for a large move higher as it is just starting to break out of a beautiful multi month base. Every dip is a buy opportunity from now on.ImageImage

quixi

10-18

$Meta Platforms, Inc.(META)$ Meta's been on an absolute tear this year, no doubt about it. Sure, some of it might be luck—timing always plays a role—but overall, it's been profitable. The stock has really held its ground, and we’ve seen new highs in October. Now, with Q3 earnings around the corner, I'm pretty optimistic. I think we might see Meta pull off a bit of a comeback, especially after a slight dip recently. They’ve been doubling down on AI, the metaverse, and advertising tech, which could boost results. If the numbers impress, we might see another surge. All in all, it feels like Meta’s still got plenty of room to grow.

quixi

10-17

$ASML Holding NV(ASML)$ ASML became chipmaking's biggest monopoly, many analysts believe it would take anybody at least 10 years to catch up. Chris Miller writes in his book "Chip War: The Fight for the World's Most Critical Technology"; it would even take 20 years. Market is gonna do what the market is gonna do. I am holding ASML for the next decade at least!

quixi

10-16

$NIO Inc.(NIO)$ $NIO-SW(09866)$

$Tesla Motors(TSLA)$ really kicked off the smart electric vehicle revolution, and now we’ve got NIO stepping in to take it to the next level. NIO isn’t just making waves; they’re making high-performance EVs more accessible to the average person. I mean, who doesn’t want a car that’s both smart and powerful without breaking the bank? What excites me is that NIO’s costs are at least 20% lower than Tesla's, which is huge! This could really shake up the market. I see a bright future for NIO, especially with their focus on blending performance with affordability.

quixi

10-15

$ARM Holdings Ltd(ARM)$ Yeah, I seriously underestimated the whole ARM situation. I was super bullish on it and genuinely thought it would skyrocket! But man, they dragged things out for so long, it got frustrating. I ended up cutting my position by half just to stop the bleeding, which is honestly a bummer because I believed in the potential. Now I’m eyeing SMCI as my next play. It seems like there’s some real momentum there, and I’m hoping it doesn’t take forever to take off. I can't stand this waiting game. I just want to see some gains, you know?

quixi

10-14

$Alibaba(BABA)$ $BABA-W(09988)$ It’s surprising how quickly Alibaba hit $114.53! It reminds me of Charlie Munger and his significant losses on that investment. Even someone as seasoned as Munger can get it wrong, which really puts things into perspective for us regular retail investors. It’s a valuable lesson: we need to build a safety net within our investment strategies. Setting up a system that allows for mistakes is crucial. That way, if we misstep, we won’t get slapped with catastrophic losses. Diversification, risk management, and sticking to our investment principles can help cushion the blow when things don’t go as planned. After all, everyone makes mistakes—even the pro

quixi

10-12

$Meta Platforms, Inc.(META)$ I have always been bullish on Meta unlike a few sceptics who advocated a Sell each time Meta rose 5%. The target of $600 which I had predicted would be achived by this year end looks to be reached soon itself. This target was predicted by me last year. My next target is $1000 which should be achived in the next 2 years. This stock price growth will follow their cash flow growth over time.

quixi

10-12

$Palantir Technologies Inc.(PLTR)$ Steadfast has been my strategy, which is generally contrary to my imperfect investing instincts. I was fortunate to open a position when they went public. Kept adding even when it was down in the single digits. I just recently took my initial investment off the table as profit, and plan on holding the rest for the long term. Question I have to answer for myself is, do I add to my position?

quixi

10-11

TSLA's Upside Potential: Self-Driving Vehicles

$Tesla Motors(TSLA)$ The extreme upside potential for TSLA revolves around the possibilities of self-driving vehicles. Advances in artificial intelligence, along with less publicized advances in robotics, could result in a future where the software component in a vehicle comprises a greater portion of the total cost than the rest of the vehicle.In this future scenario, all new vehicles will come with the connections in place for autonomous driving. A vehicle owner could also purchase a robot that could drive the vehicle. Any software or robot combination that could drive a vehicle under all surfaces and conditions, could also perform most of the tasks done by humans now. TSLA is the furthest along in electric self-driving

TSLA's Upside Potential: Self-Driving Vehicles

quixi

10-10

$NIO Inc.(NIO)$ NIO has really been on fire lately! Hitting over 20,000 deliveries for four consecutive months is no small feat. They’ve solidified their position as the go-to brand in the high-end electric vehicle market, and the buzz around their new models from the recent launch has been fantastic! It’s exciting to see them doing so well. What’s even more promising is the latest round of strategic investments. It feels like NIO is armed with renewed confidence and the resources to take things to the next level. I can’t help but think they’re gearing up to make some big moves. I mean, if they keep this momentum going, who knows what surprises they’ll bring next?

quixi

10-09

$Bilibili Inc.(BILI)$ $BILIBILI-W(09626)$ I jumped in and added more at around $25 without hesitation. Short-term, I think there’s a good chance Bilibili will get a boost, especially if the A-shares market rallies tomorrow. But even looking at the mid-to-long term, I still think Bilibili has solid potential. Their product strength and the loyalty of their young user base really stand out. For me, that’s enough reason to consider holding onto it for the long haul. Sure, they’ve had their issues, but if they can capitalize on what makes them unique, this could still be a winning play.

quixi

10-08

$SMIC(00981)$ Wow, it's incredible how the shares of SMIC can experience such contrasting performance between the Hong Kong stock market and the A-shares! A 10% drop in one and a staggering 20% surge in the other? Talk about ice and fire! It just goes to show how market dynamics and investor sentiment can vary drastically across different exchanges. It can be quite a rollercoaster ride for shareholders, but it also presents opportunities for those who can navigate these fluctuations wisely.

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