WINTERIN
WINTERIN
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$XPeng Inc.(XPEV)$ My personal view is if they can stabilize the NIO brand being a premium player in the 12-15k range/month in Q2 that's not a bad outcome in light of the pricing environment. XPEV seems to have hit a bit of a wall of late though X9 is like selling almost 2 G6 so there's that Stabilizing NIO as a premium player with consistent monthly sales in the 12-15k range, especially in a challenging pricing environment, could indeed be seen as a positive outcome. It demonstrates resilience and market acceptance of NIO's brand and products.Regarding XPEV, it's notable that while they may have encountered some challenges recently, the success of models like the X9 compared to previous models like the G6 showcases their
$NIO Inc.(NIO)$ Not just bullish EXTREMELY BULLISH. No instock cars nio sold out 21 day wait for ordered cars weekly number registrations not sales Holliday week 3600 amazing. These numbers will explode over next few weeks. If there's a dip buy all you can. Selling now CRAZY. Good Luck to all NIO LONGS!!! Tide has changed in are favor. Buy now or pay much more later
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05-15 21:44
$Meta Platforms, Inc.(META)$ Meta doesn't care what model people use. Meta just wants people to be using any model to generate content, post more stuff on their Instagrams, and spend more time on their apps and click ads.They're using Llama in the services b/c it's free and already set up on their infrastructure, but Meta doesn't care whether you edited your latest Reel using Llama or OpenAI - they just care that your Reel was good enough to keep someone on Instagram for 10 more seconds so they could look at one more ad.
$Intel(INTC)$ somehow Intel thinks or at least fools us to think thatbthr latest HighNA EUV machine from ASML is going to cure the years of mismanagement, arrogance, and toxic culture. Pat means well but it is not the same Intel he left in 2011 or the same competitive scenario. Intel admitted it ia not going to be profitable till 2030 or so. why would anyone invest in this stock while there are numerous other semi stocks that can get you solid return for next several years. Intel has absolutely no future if it remains as one company with both product and manufacturing under one roof. It is a highly inefficient structure and middle management is hiding under the radar and waiting for their hefty retirement
$Coinbase Global, Inc.(COIN)$ A few things as someone who used HOOD and now uses COIN.. both suck tbf. Coin fees are way too high and even with coinbase one the spread on a market order is insane. BUT HOOD at tax season feels like scratching your eyes out. Their tracking is horrific if you move funds around
$Sea Ltd(SE)$ TikTok is killing this garbage! Do not get trapped in this 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.
$Alibaba(BABA)$ Baba is indeed a very high quality business, just wait until some good news come around the China/BABA and the sentiments resets, and the stock will skyrocket like in 2020-2021, BIG/SMART money is only avoiding it because it is in China, they have no other reason, they know its undervalued and top 3 companies in China trading at EV/EBITDA of <5 but they just wanna hear good news about China again, given that China is a nation of Peace & Economic Growth, that good sentiment might come back sooner than later.
avatarWINTERIN
2021-06-09
Here is a reason to buy and hold. NAKD has announced they have $230 million dollars that they intend to invest in acquisitions. It is reasonable to expect NAKD will announce an interesting acquisition in the near term and the stock price will blow up. Buy now, drive the stock, and then multiply your profit when the acquisitions are announced.$Naked Brand(NAKD)$
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05-17 18:52
$Intel(INTC)$ This is the case of it's so bad that it's good now! Pretty much every "analyst" has given up on the company! The expectations are very low! now it's all about executing and proving them wrong! I still think we see 50 this year! the bearish tone on Intel is as high as I ever seen in decades! way too much money parked in AMD NVDA ARM TSM there's going to be some rebalancing once they show progress and regaining market share!
$SoundHound AI Inc(SOUN)$ you can always tell who the newbies are, pumping news from weeks and months ago, lol. The News will bring a power house of skyrocketing volume! What a grab Glad to see more folks catching up with this stock though as we don’t discriminate… as long as you have diamond hands!
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05-15 20:43
$Apple(AAPL)$ $Alphabet(GOOG)$ iPhone is so dominant. Now Google Gemini and ChatGPT are fighting to be Apples AI hybrid cloud piece. Man it’s certainly doable to develop software in a basement but to develop a smartphone in a basement with the hardware/software quality of an iPhone is nearly impossible. That’s why Buffett has 40% Apple and why Bulls here luv it too.,
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2021-09-23
$Airbnb, Inc.(ABNB)$ my daily reminder that it’s not too late to buy. In fact quite the opposite, it’s still VERY early. Air bnb is a platform to build wealth that’s still in its infancy. We’ve seen what this much disruption can do before in the last few years. This has disrupted more than the travel industry but residential real estate as a whole. The future of leasing and vacationing. Unlocking new money in the economy. Massive growth ahead. Brian Chesky is an executional genius with the ability to take this to the next level. Founder and ceo! The next $Amazon.com(AMZN)$ … 7 fig position, won’t sell, actively buying more. Not even waiting for down days anymore.
$Apple(AAPL)$ This market is full of worries, no way markets can stay at these levels, until investor thinking changes their focus on only negativity we will go lower and lower , perhaps low enough that the economy crashes on a hard landing and only then Powell may consider cutting rates.
$Coinbase Global, Inc.(COIN)$ Put 100 COIN shares at 210 Friday so sold COIN 215 friday call for $2.84. $284 premium taken in. Sold 5 $USO 79 friday calls for $.11 ($55 premium), 10 CLF 18 calls for $.09 ($90 premium) and 1 NVDA 810 put for $1.14 ($114 premium).
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2022-01-17

SE: 1 Strong Gaming Stock for Growth Investors

Sea Limited, $Sea Ltd(SE)$ . The company's most recent quarter was a thing of beauty if you look at the top line. This is a top line story right now so you should be. Third-quarter revenue was up 122% to $2.7 billion. Wow. Triple-digit growth at this size and scale is just amazing. Free Fire which is their battle royale game, remains the highest-grossing game in Southeast Asia, Latin America, and India, boasting 729 million active users, which is up 27%. Can we pause and just say that that's 10% of humanity that is playing? That is unbelievable considering I don't know anybody that's playing that game. Greener's digital revenue grew 93%. That is the gaming division. I think it's logical to assume that that's going to be a lumpy business. It's a gami
SE: 1 Strong Gaming Stock for Growth Investors
$Micron Technology(MU)$ After another opening gap selloff on Tue, MU did opposite and gap down was bought up. It sold off into midday but recovered somewhat towards close. Ema flattening. Looking for a close above Ema39 on a 30min bar for an entry.
$Mobile-health Network Solutions(MNDR)$ I owned originally at IPO and sold at $24. Bought back in on Friday. Watched the price action of this stock day after day. For anyone new to MNDR, I wouldn’t get too anxious about PM or AH trading. When the big players want to move this stock it is almost always during regular session. GLTA.
$CXApp(CXAI)$ I've been telling you that this company is a total scam. What kind of company does the ER announcement without filing? lol lol lol Once they file 10k & 10q, they have to open their finance. I'm pretty sure that their current finance is in deep shit and they know that it will tank back to $2 once they open their finance. That's why they're trying to pump it, so they can dump at higher price. Soon, it will sink back to $3, then $2s eventually.
$Micron Technology(MU)$ Recently, major storage manufacturers Micron, Samsung, and Western Digital have released news of price increases. Industry insiders said that starting from the first quarter of this year, memory chip manufacturers have controlled supply and are firm in raising quotations.However, I think it is worth noting that the current price increase in the storage market is driven by original manufacturers. On the demand side, what we mainly see is the demand for industrial control and the wave of AI large models and automobile intelligence. Others On the other hand, the speed of improvement on the demand side has not really picked up yet.
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2022-03-04
$Airbnb, Inc.(ABNB)$ The province of Ontario has announced they will be introducing legislation to protect and ensure benefits to workers in the gig economy. How will this play out for Airbnb?

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