Uber's 8 billion stake in Didi, valued on June 30th with Didi value at ipo price of 14.14 per share at 68 billion, is now 12% of Didi's current valuation of 38 billion, down 45% since the ipo. Will be an enormous write down on 30th Sept. Ouch.$Uber(UBER)$
The rumors running rampage today before the market opened was Zuc was stepping down
The rumors running rampage today before the market opened was Zuc was stepping down... BAM, you get this major sell off... Guess what?.. it was BS and the guy that is leaving has a 1 year notice,... Which means he it not really leaving... This stock could be back to $360 by 9:30 am NY time.... Totally ridiculous was this sell off.$Facebook(FB)$
Been watching from the sidelines for some weeks now and I regret it. New ath and I am now in. Do you guys think this still has rook to go?$Upstart Holdings, Inc.(UPST)$
Now that the FDA cmte has APPROVED boosters for 65+
Now that the FDA cmte has APPROVED boosters for 65+, it will be very easy for the FDA and the Biden Admin. to widen the scope of boosters. At minimum, booster shots for 60 & over will be approved by the FDA. That means tens of millions of Americans plus the UK has approved boosters for 50+. More good news: "Despite the narrowed scope of the proposed authorization, the panel's recommendation would cover most Americans who got their shots in the earliest stages of the U.S. vaccination campaign. The FDA is expected to make its decision on the third round of shots soon. It is not bound by the panel's recommendation but will take it into consideration." PFE share price now moving UP in after-hours due to FDA cmte approval of booster shots. Those who sold earlier made a big mistake.
No need to be excited on MSFT dividend as it is very little as compared to its profits in past years. Price of stock has appreciated 50% in past year as compared to profits and dividend appreciation. In my opinion current price seems a bit expensive relatively. Today's MSFT market cap increase is equivalent to more than $100 for every American. That's just today. What a joke. MSFT just became a massive short for this guy. It's a great short because the worst case scenario would be another $5 to $10 bucks to the upside, but the downside is bloated and delicious.$Microsoft(MSFT)$
AMD RDNA 2 GPU may lead in cellphone market? Based on some "unconfirmed info": (1) Samsung Exynos obtained 200 millions pre-order. (2) AMD RDNA 2 Mobile GPU Benchmark could be up to 50% better than A14. (3) Apple A15 may have only small improvement advantages compared to A14. (4) Vivo Plans To Launch Smartphones with AMD Equipped Exynos Chipset (5) Xiaomi, Oppo may make phones with Samsung’s Exynos chips (6) There may be a ‘Samsung surprise’ in new Google phones Even APPL may consuder using it, if Exynos proved to be the best performer? Cell phone CPU market alone is huge if AMD can have success like what they did in server market!$AMD(AMD)$
AMDanybody with three or more postings has a plan, his or her plan is to make money by stealing it from you. I do not care they are long or short on AMD. People do nor work for free and spend their time for you for nothing.$AMD(AMD)$
Serious question - in your opinion is it better to boost the fully vaccinated American or aim to vaccinate the rest of the world that is one dose at 42% and fully vaccinated at 30%?$BioNTech SE(BNTX)$
3 factors that may trigger AMD to go much higher are
".. Shorts are doing well in this round shorting from 122! It may retest its recent low of 102 especially if overall market corrects?" (Posted 5 days ago) AMD reached 102+ this morning. AMD is now entering the over-sold zone (STO<20), likely it could rebound (75% chance) soon!? 3 factors that may trigger AMD to go much higher are: (1) Samsung & many others (GOOG, VIVO, OPPO, TSLA..) may start using AMD GPU(IP) in cellphone & laptop soon. (2) XLNX merger likely will be approved by overseas goverment any time? (3) Q3 results & Q4 guidance could jump again! If AMD can continue its great revenue & earning growth, like what 'George Soros said' may happen: "The worse a situation (irrational) becomes the less (time) it takes to turn it around, the bigger the upside."
Don't tell me about what other chip companies can do? Tell me what they have done lately! AMD has been gaining market share based on cutting edge technology, period.$AMD(AMD)$
Nvidia/ARM will announce intentions of a strategic partnership
Jensen will have the last laugh if the ARM deal does not go thru because all Nvidia IP will be available thru ARM to all licensees via a strategic partnership for those that want to upgrade to top performing AI, DL, DC, and other solutions. It will be interesting to see many of those who are now against the deal that will be compelled to upgrade with ARM in order to keep up with others that did? I think Nvidia/ARM will announce intentions of a strategic partnership, that nobody can stop, shortly after the deal hits a dead-end.$NVIDIA Corp(NVDA)$
The BB-MSFT announcement looks like big news to me
The BB-MSFT announcement looks like big news to me, though we won't know until Q3 & Q4 what kind of contribution it will make to the bottom line. At first blush, I thought we might be looking at another partnership where buy-in for customers was optional. But it's more than that. The added layer of BB protection is built into Microsoft 365 (if anyone knows differently, please say!). That's indicated by the description of the product and also by the fact that spokesmen for both BB and MSFT offered the typical descriptive summations of how each company is the leader in x, y & z.$BlackBerry(BB)$