$Micron Technology(MU)$ Price to free cash flow (PFCF) is the proper valuation metric for MU. For every $1 MU is earning, they are spending $0.72 of it on new tooling, so most of their "earnings" are being perpetually consumed by the business. This is why they hold a low PE. Free cash flow is that remaining $0.28. That's their real earnings.

$SUPER MICRO COMPUTER INC(SMCI)$ delisting has already been priced into this. You think all the institutions and whales don’t know the risk while they are loading down here. I’m sure they don’t really care having it trade otc short term if they are taking in cash. Just look at what it was trading at in 2019 until now.

$SUPER MICRO COMPUTER INC(SMCI)$ I won’t be long term bullish on the Semi sector until I see a major pull back. But I am not foolish enough to believe the fall in items like $NVIDIA Corp(NVDA)$ $Broadcom(AVGO)$ $Qualcomm(QCOM)$ $SUPER MICRO COMPUTER INC(SMCI)$ will continue for long. $Micron Technology(MU)$ earnings this week will move the entire sector up/down. Given this, a bounce play on calls for a day trade or a 1-2day swing is a decent play. I would not play longer than that without seeing more price action and the PCE data on Frida

$Tesla Motors(TSLA)$ has once again found itself at this $160.51-$164.35 support level whilst in this multi-month downtrend. It needs to find support here or we’ll see an extended dip to $152ish. Remains bearish for the time being as long as it’s in this downtrend. Around $152 would be the ideal demand zone.

$Palantir Technologies Inc.(PLTR)$ With Russia's brutal invasion of Ukraine, the world has essentially entered a global conflict. While we may not see a hot war between nuclear powers any time soon, hopefully never, we will probably witness a great deal of saber-rattling and general hostility between NATO countries and Russia for a long time. Given Russia's miserable military failures in Ukraine, the rogue nation does not have a chance to prevail in a conventional conflict with NATO. Therefore, the state resorts to nuclear threats and perpetual cyber attacks on the West. Palantir Technologies Inc. (NYSE:PLTR) is possibly the best antidote against the continuous Russian cyberthreat. Palantir provides: top-of-the-line cyber security data protection ant

$Lucid Group Inc(LCID)$  stock hangs on as the market goes risk-on, but if it falls it will come back Lucid Group $Lucid Group Inc(LCID)$ stock still maintains a positive gain for the past 12 months. That’s hard to believe given the tumult stocks have been in since we entered 2022. Granted it’s a mere 7% return, but there are plenty of electric vehicle (EV) stocks that aren’t that fortunate.Some of tha

$Walt Disney(DIS)$ Disney in keeping with the times has announced that Chewbacca is now a Wokee not Wookiee! And that the evil Emperor will be renamed Darth DeSantis. Says the Head of Disney "since the birth of the US in 1619" too much emphasis has been placed on the religious underpinnings of the groups which migrated from Europe to settle in America". In fact Disney feels that the Bible is fake news and instead will replace all Bibles at their resorts with Chairman Mao's Little Red Book. Additionally all resorts will be renamed after past Weather Underground members and be converted to re-education facilities.

$Shopify(SHOP)$ E-commerce platform Shopify is offering more tempting prices for investors in search of a good deal. Shares are down 7.50% this week and hitting stock levels last seen in May 2020. But unless you like being miserable with plenty of company, SHOP stock is no bargain. If the usual headline threats of inflation and rising interest rates, consumers at risk, Covid-19 and Russia weren’t enough, now even other problems are hanging over shares of SHOP. While Shopify isn’t set to report until mid-May, Netflix’s dreadful report helped spark a sell-off in SHOP stock Wednesday on the grounds, growth stocks at large, are at risk. And the sellers, rather than the shoppers in SHOP stock may in fact be on the right side of transaction. Today let’s ex

I couldn't understand why Grab$Grab Holdings(GRAB)$ would lose so much money in Q4. Really, 1.1 billion USD loss, on 122 million revenue. Then, I realised that it is all about keeping up market share before the IPO in Jakarta for Grab's big competitor, Gojek. In all the same markets. Now they will be in a competition to the death. Both, as public companies need to show growth and market share increases, and all in markets with very few people who can really afford the service. Two scorpions in a bottle.

Summary The company has transformed its balance sheet from one of net leverage to net cash of $4.9 billion as of the latest quarter. I explain why the 13% earnings yield is deceiving - investors should focus on the free cash flow yield. Micron is frequently seen as a value stock, but the free cash flow yield does not validate that sentiment. Multiple expansion is the most important driver of forward returns and will dictate where this stock ends up in 5 years. Looking for a helping hand in the market? Members of Best Of Breed get exclusive ideas and guidance to navigate any climate. Learn More » Micron $Micron Technology(MU)$ is a semiconductor stock which has not kept up with the rest of the pack. While other names like Nvidia (NVDA) or AMD (AMD) hav

$Spotify Technology S.A.(SPOT)$ Spotify stock is on the move following the release of the music streaming company’s earnings report for the first quarter of 2022. That Spotify report includes diluted earnings per share of 21 cents. That’s a massive win for the company compared to Wall Street’s estimate of -24 cents per share for the period. It’s also a positive switch from the -25 cents per share reported during the same time last year. Another highlight from the earnings report is the company’s revenue of 2.66 billion euros. Yet again, that comes in above analysts’ estimate of 2.62 billion euros for the quarter. It also represents a 24% increase year-over-year from 2.15 billion euros. In addition to all of this, Spotify saw monthly active users for

From wearables to telehealth, tech giants have set their sights on the healthcare space.Alphabet's$Alphabet(GOOG)$ Google segment is developing cutting-edge healthcare initiatives around the globe, and other big tech companies like Apple and Amazon are making their own forays into the health and fitness space. In this episode of "The Health & Fitness Show" , recorded on March 25, we contributors Rachel Warren and Brian Orelli discuss Google Health and more with analyst Sanmeet Deo. Should you invest $1,000 in Alphabet Inc. right now?Before you consider Alphabet Inc., you'll want to hear this. Rachel Warren: I think right now the business models are moving in a little bit of a different direction, but those could converge in the future, I th

At the end of February,$NIO Inc.(NIO)$ automobile announced that it would be heard by the Hong Kong Stock Exchange by means of "Introduction and listing", and the market was shocked as soon as the news came out. On March 10, class a ordinary shares of $NIO Inc.(NIO)$ began trading on the Hong Kong Stock Exchange at the opening price of HK $160. The stock code was "9866", and the dust of $NIO Inc.(NIO)$ 's second listing was settled. Listing in Hong Kong shows NIO's ambition. It is worth noting that $NIO Inc.(NIO)$ has now adopted special methods such as "Introduction and listing" when returning to Hong Kong, that is, it does not involve

THE Straits Times Index $Straits Times Index(STI.SI)$ fell 0.83 per cent, or 26.93 points, to close at 3,213.65 on Monday (May 23) amid a mixed regional showing. Despite starting the day higher, the index trended downward throughout the day. Losers beat winners 270 to 233 in the broader Singapore market, with 1.61 billion securities worth S$1.08 billion changing hands. Singapore on Monday announced that core consumer prices have continued to climb, with core inflation in April at its highest level since early 2012. Among major regional indices, Hong Kong’s Hang Seng Index fell 1.19 per cent, Jakarta Composite Index fell 1.12 per cent, and Kuala Lumpur Composite Index slipped 0.43 per cent, while Japan’s Nikkei 225 gained 0.98 per cent and South Kor

Curious about other’s feelings. One thing I always consider is a maxim by Buffet when he said that you don’t buy a company you are buying the company’s CEO. And so far, though it still early on Andy Jassy who might be brilliant in Cloud Computing and I’m sure was thoroughly vetted by Bezos has not seemed to have started off on a firm footing. I’m might not have been so sensitive to this if not for the return of Howard Schultz and retirement of Kevin Johnson over at Starbucks who seemed to also have gotten off on a shaky start and never recovered from that. The Unions will significantly impact Amazon in a negative way as they do in almost every industry that they still have a presence. This and other issues I think are a big concern. Any thoughts on this?

$Micron Technology(MU)$ However, Citigroup's analyst still sees solid fundamentals in Micron's business. The firm recently maintained a buy rating on the shares with a $150 price target, representing upside of 37% from the April 22 closing price of about $109.Temporary dip no worries at all. This happens all the time! You got some spare money? Buy! You don't have spare money? Rob your children. They will be greatful that you did (later). I'm guessing it will go back up in a bit. The decline is too fast. No real reason behind it. Don't panic.

Mizuho still rates PYPL$PayPal(PYPL)$ a Buy with a $175 price target, and Evercore is sticking with its Outperform and $245 price target: "The lack of updated—or even reiterated—guidance represents the greatest near-term investor concern regarding PayPal, Evercore ISI analyst David Togut told Barron’s, especially only 14 days before its earnings. “Management largely knows what first-quarter earnings were and presumably has a good idea of what its updated 2022 guidance will be,” Togut said. But he also remains optimistic about the stock, and rates it an Outperform with a price target of $245, citing the fact that it trades at a trough valuation of 18 times his 2023 earnings per share estimate. Analysts at Mizuho Securities said in a research note afte

$蔚来(NIO)$ $特斯拉(TSLA)$ quit Model 2. Apple is out of the EV biz. Nobody is close or can scale for quality family or commercial EV , $蔚来(NIO)$ ONVO is the only quality EV's priced under $25K. "Better than a cash machine". Words from Elon's mouth, look it up

Recently, Activision Blizzard$Activision Blizzard(ATVI)$released an SEC document to investors, saying that shareholders will attend an online meeting on April 28, 2022, when they will be asked to vote on the Microsoft merger. It is reported that if this vote fails, Microsoft's acquisition of Blizzard is likely to be terminated. In January 2022, Microsoft$Microsoft(MSFT)$ announced that it would spend US $68.7 billion in cash to acquire Activision Blizzard, becoming the largest acquisition in the game industry. At that time, Microsoft said that the transaction still needed the approval of regulators and Activision Blizzard shareholders, and said that the transaction would be