TODAMOON
TODAMOON
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$Walt Disney(DIS)$ Estimates put Disneyland Rides/Attractions at 80% working. That means 1 out of every 5 attractions are "Under Repair". But has the price of admission been reduced by 20%? This is Iger's way of closing part of the park to save money, while making it look like he's improving the place. Wow, Disney's cashed strapped right now.
$Amazon.com(AMZN)$ Historically trades at 3x Price to sales. 2025 revenues are estimated at $710B. 3 x 710B / 10.32B (sharefloat) = $207 share. The 3x metric should increase as they increase margins and the business continues to shift to much higher services businesses - 2.75x sales would be conservative estimate or $189/share. Fair to assume this as a target around Dec 24' - May 24' time frame - and assuming they hit the revenue estimates.
$Boeing(BA)$ Boeing seem to have an unending quality control problems, and it is that which is causing unease from customers to regulators. Now Boeing CEO has also admitted that there is is cultural issue at Boeing that has been going for years now! Attitudes shown, price up. Simple.
$Alibaba(BABA)$ Baba valuation is below it's ipo right now. 9 years on the company is much larger, and has much more cash and cash equivalents. At the same time it has over double digit subsidiaries. It does not take a genius to figure out that the company is here to stay for many a decades to come. Chances of bankruptcy are zero. The last 3 years have been painful for baba stock holders, and those who held the shares since ipo and didn't get out at the right time. This however may be a deliberate shake out by big hedge funds in US, and Chinese market makers to deprive common people from making generational wealth. When the upswing comes it will be too fast and common investors will keep saying let it come down so I can
$Boeing(BA)$ I was happy to see the Boeing CEO actually walk the production floor at SPR with Shanahan when trying to deal with the latest fiasco. To date I believe the BoD members have been avoiding the "point of execution" where REAL knowledge is gained and employees/investors can tangibly see them do more than draw millions of dollars in compensation.
$Intel(INTC)$ Guys, guys, guys, look at the two-year chart. A cup and handle are forming. Therefore, INTC will go down to the low 40s (maybe $43-$42) before the handle is formed. A 20% drop from the right side of the cup is ideal. Look at the two-year chart of AMD; it also dropped 20% from the right side of the cup before moved up and into a new al time high. So be patient and enjoy.
$Digital World Acquisition Corp(DWAC)$ Trump added the most debt on the US Citizens than any in history. THAT DOES NOT MAKE US GREAT.We need to raise taxes and lower spending. Trump did the exact opposite.Then again you think this thing will rise?
$Coinbase Global, Inc.(COIN)$ My understanding is: the fees from functioning as custodian will be a drop in the bucket in terms of the overall revenue for coinbase; in the future the ETFs will diversify their custodians for safety; the ETFs draw trading from coinbase; the legal battle with the SEC threatens a third of the coinbase revenue. I also want to add, the current price of COIN is exceedingly high with regard to its growth potential
$SoFi Technologies Inc.(SOFI)$ Honest question,Rates going down 0.25 3 times this year , total 0.75, good or bad for sofi?I am doing my DD , and still can't decideSo last year interest rates were rising, bad for sofi, couldn't sell their loans, now interest Rates will be going down this year, bad for sofi?So which one?Can't be both
$SoFi Technologies Inc.(SOFI)$ $SOFI CEO has a nasty surprise for these shorts come January 29. He is a master tactician with a habit of underpromising and overdelivering. With extreme bearish sentiment going into earnings and analyst expectations of zero profit or even a slight loss, the market will be blown away by the revelation on Monday. credit due everything sofi
$Elevai Labs, Inc.(ELAB)$ Down 60% since telling you guys the truth. This was a pre-planned retail trap. If a company had great technology they they would not have to license the technology out. Buyers would be knocking at their Door. We only buy companies that are trading under the radar with at least 5-10 times more cash then share value.
$Rivian Automotive, Inc.(RIVN)$ I'm so mad.  Except for one day when Rivian announced a money-losing AT&T deal, Rivian has traded lower every single day since 12/29/23.  Rivian either has to announce more bogus deals or come up with a strategy to curtail these massive $1.4 bill quarterly losses.
$Walt Disney(DIS)$ Everyone is obviously looking forward to the sensational new Disney releases, ESPECIALLY "Snow White"!!!!Fabuloso!!!!Iger is a genius, and well-anchored in traditional American family values and mores!!!!The ultimate impressario!!!!BUY BUY BUY or be left out in the woke-ster cold!!!!the great indoors roland GIF by CBS
$Microsoft(MSFT)$ Quote from David Giroux of TRowePrice Asset Management,“Microsoft is the premier way to play AI on a long-term basis. The stock is a little more expensive than it used to be, but not much more expensive. Three years prepandemic, it traded for 1.53 times the market multiple. Today, it trades for 1.59 times.”This was on a Barron’s Roundtable forum for 2024 Market outlook.Do you own dd; I will stay long on $MSFT
$Grayscale Bitcoin Trust(GBTC)$ There is one more danger that no one talks about with a bitcoin ETF. Since bitcoin trades 24 hours a day, if the price rises on off market days great. But if or when bitcoin has large drops, all the real bitcoin holders will be able to get out while the ETF holders will be bag holders. This point won't mean much now. But probably in 2024, ETF holders will be holding bags from real bitcoin wallet holders.
$SoFi Technologies Inc.(SOFI)$ Keep in mind SOFI is massively shorted so there is heavy artificial FUD downward pressure on the stock. In addition, SOFI is in silence period before earnings are announced so the market is only hearing from the shorters. Buy Buy Buy at this price.
$PayPal(PYPL)$ First Quarter basis points cut slated for late March. We have Alex working on growing their sales strategy for SBM; they are cutting costs and streamlining ops. You need to be looking at FuNdAMeNTaLS. The downgrades are actually good for PayPal imo. Gets more eyeballs on the stock. People who recognize deep value plays have been in this since low 50’s. Analysts are quaking in their boots rn. They are so rattled that it’s still in the 60s. They will continue to push this stock down until it crosses the 200 MA. Technicals have controlled this stock for 2 years straight. Paypal is most definitely going to face headwinds in the short term, yes, but when you’re buying a stock like PayPal you’re buying this stock for future cash flow. Thi
$Tesla Motors(TSLA)$ The 2 million recall is best thing that could happen to Tesla. Just think! It's all wireless and and instead of the patch upgrade they can offer them an upgrade to level 5. Lets say 10 mil go for it at a discounted price of $3500. That's a lot to the bottom line for this quarter.
$ARM Holdings Ltd(ARM)$ It is time and inevitable and many will soon understand that Arm Holdings will soon become the next NVDA and Broadcom and steroids, all roads lead to it. Presently, I am on rinse and repeat posting whereby my target price for the first half of this year warrants the path of least resistance to $140+. My target price in the near term if I am approximately correct, makes it a very significant return at current levels before this morning's market open.Fun Edukit Memes
$Meta Platforms, Inc.(META)$ I don't see why meta is attractive at all. that facebook thing is nothing but adds and recommendations anymore and their metaverse flopped. There are companies out there much more deserving of a jump in price compared to Meta. Why doesn’t everyone take a look?

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