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Reads articles on personal finance with a focus on US stocks.
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2023-03-14

JD.com: Looking Beyond The Short-Term Disappointment

JD.com: Looking Beyond The Short-Term DisappointmentFangXiaNuo$JD.com(JD)$ (NASDAQ:JD) stock sold off sharply - down as much as 11% - after the company reportedQ4 2022 results. Although the Chinese e-commerce giant posted a solid/ mixed performance in the December quarter, investors were arguably disappointedabout a somewhat softer than expected FY 2023 guidance. While I acknowledge investors' disappointment that JD's short-term outlook may be more challenging than anticipated, I maintain a positive outlook on the e-commerce giant's long-term potential. And reflecting on a competitive business model, paired with a cheap valuation, I reiterate a "Buy" recommendation.For reference, since the start of 2023 JD stock has strongly under-performed the
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JD.com: Looking Beyond The Short-Term Disappointment
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2024-10-02
$Occidental(OXY)$ OXY doesn't need O&G to support its green stuff once STRATOS is fully operational. Look at the government and corporations tripping over themselves to fund this and buy credits. If/when DAC hits next year, OXY is going to have to start telling people "no" and raising the price of those voluntary credits. Vicki was on Times last week pumping it. She has a little vigor in her step and is letting the world know they need O&G and they need OXYs technology or all their green dreams go down the drain. We either accept a world more akin to the late 1800's or accept oil and gas is needed until fusion becomes a reality.I am betting on it now or else I would have sold when it crossed $70 and never looked ba
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2022-03-30

Palantir: Emerging From The Ashes

Summary PLTR stock, in our opinion, has put in a bottom. Revenues continue to expand, while Palantir is pushing toward real sustained profitability. The international strife in Ukraine may lead to a boost in government adoption of Palantir's solutions and so it serves as a catalyst. No debt and free cash flow positive. naphtalina/iStock via Getty Images We think the bottom is in for Palantir Technologies (NYSE:PLTR) stock. Period. End of article. In all seriousness this was something we had said in late February when Palantir stockall but reset back to trade just about at its direct public offering price. The thing is that technology stocks, especially those that are potential game-changing names, are often extremely expensive in the early stages. You really cannot value them on an earning
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Palantir: Emerging From The Ashes
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2023-02-28

SPX Potential for bullish rise to recent high

Looking at the H4 chart, my overall bias for$SPX Corp(SPXC)$ Bullish with the current price being above theIchimoku cloud,Looking for a pullback buy entry at 4017.64, where the overlap support and 38.2% Fibonacci line is. Stop loss will be at the overlap support at 3955.19. Take profit will be at 4197.04, where the recent high is.Please be reminded that you are solely responsible for the trading decisions on your account. There is a very high degree of risk involved in trading. Any information and/or content is intended entirely for research, educational and informational purposes only and does not constitute investment or consultation advice or investment strategy. The information is not tailored to the investment needs of any specific perso
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SPX Potential for bullish rise to recent high
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2023-03-23
$Sea Ltd(SE)$ people failed to realise that shopee actual customers are the merchants for which it takes a cut of fees. Business usually take a longer time to react and move to other platforms from the fees increase... not forgetting the increase in consumption tax increase in 2023 which pull forward alot of demand for 2022.
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2023-03-13
AI could heat up again...$C3.ai, Inc.(AI)$ $BigBear.ai Holdings(BBAI)$ $FOXO Technologies(FOXO)$ Longs. All signals are bullish for MYO weekly chart. Low float, now company has been doing better than ever. Doubled in size and reduced cash burn with no risk of dilution. Insiders bought shares on Friday (4 insider buys). Catalysts on Monday, and investors are showing they believe in MYO. TRENDING
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2023-03-03
$NVIDIA Corp(NVDA)$ Progress in this field is marked by increasing levels of abstraction which reduces workload and hiring. Even professional programmers get scared if they need to go too far down in the weeds. Nvidia does face a threat beyond the medium term with open standard stuff like Triton (which in theory can support AMD but currently does not in a meanginful way) but right now the generative AI investment cycle is making people want to build fast now and that means CUDA. I think another risk to $NVIDIA Corp(NVDA)$ is more hyperscalers beyond Google will start making their own AI chips as too much revenue accrues to $NVIDIA Corp(NVDA)
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2023-03-09

Nvidia: Buy The AI Strategy - Not The Rally

Nvidia: Buy The AI Strategy - Not The RallyDKosigWe previously covered $NVIDIA Corp(NVDA)$(NASDAQ:NVDA)here, particularly its tailwind for recovery through China's reopening cadence. By diversifying into the IoT and Automotive markets, the management also continued to expand its strategic exposure to many end markets, supporting its premium valuations.For this article, we will focus on the AI hype attributed to ChatGPT's success thus far, which may boost capex spending on GPUs in the intermediate term. On one hand, we reckon NVDA's financial tailwinds may be minimal, attributed to the one-time capex implementation by interested tech companies. On the other hand, the management has strategically planned one step ahead by incorporating its AI traini
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Nvidia: Buy The AI Strategy - Not The Rally
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2023-03-01

Hold your money for SE, you will be payed a lot more

$Sea Ltd(SE)$ I am a relatively new investor in Sea, but after an FA analysis I think it looks very interesting. The rationale lies in the following:- Sea is still growing sensibly, and we have not seen the effect from the payment system yet.- Sea is so big that they are trend setters- Sea reduced staff by 10%, and believe me? if it does not cause problems, they will try with another 10% here in 2023. What will happen then?Yes, then we have a company that is starting to make quite a lot of money, and it will grow dramatically over the next 5 years. Remember approx. 80% is owned by institutional investors.
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Hold your money for SE, you will be payed a lot more
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2023-03-15

Micron: A Bad 2022, A Dire 2023, A Positive 2024

Micron: A Bad 2022, A Dire 2023, A Positive 2024OceanProd/iStock via Getty ImagesSince June 2022, the semiconductor memory market is in freefall, and $Micron Technology(MU)$ (NASDAQ:MU) stock is plummeting with its share price down 37.5% for the past one-year period. Clearly the cause has been a drop in demand for consumer electronic items likesmartphones and PCs. I’ve written extensively on this and my latest Seeking Alpha article of Nov. 14, 2022, entitled “Micron: Even The Best Technology Won't Help Until 2024.”Further, in my Dec. 15, 2022, Seeking Alpha article entitled “Micron: Excessive Capex Spend Responsible For Plummeting Memory Market,” I demonstrated that while the dire economy has impacted demand, an underlying root cause is the excessiv
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Micron: A Bad 2022, A Dire 2023, A Positive 2024

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