$Shopify(SHOP)$  Rookie investors are reacting instantly to some upgrade/downgrade reports from "certified" financial analysts without trying to understand a technical data reports. Here is example of how Zacks rated SHOP for the past three months: October (Strong Sell), November(Hold), December(Buy). So going by their guidance you would sell at $26-28, if you missed the sell in October then you would hold at $28-32 through November, and buy more more at $38-40 in December. Obviously it is misleading sell Low buy High advise of many financial analysts who are at last few weeks behind the market trend. Reading technical data few months back I bought SHOP at $29 because I knew this will double soon. Storeleads is reporting real time that in Q3/

This will tank next week. This is not way oversold as the business continues on a downtrend and it has already peaked. More companies are competing for EVs and expected losses will continue for most companies till some get eliminated. Xpeng is selling less and they assume they will continue to grow but the charts show it's been going down. The cost-cutting may help improve profitability but sales will remain down or flat for a while. BYD and Tesla will continue to outbid Xpeng and Nio. Xpeng may be a better buy when they report better sales.$XPeng Inc.(XPEV)$

Credit Suisse Group AG has assets of about 500B, Switzerland GDP is about 800B. Saudi investors have declined to invest any more money in Credit Suisse. Switzerland is wooing Putin/ his Oligarchs, ONLY Swiss National Bank is willing to lend Credit Suisse $54B.Back to SVB, which had nearly 200B from client deposits. They decided to t5o buy treasuries and bonds, and, when FED started raising interest rates, those bonds/treasures dropped in value and when clients came for their money SVD was already in a liquidity trap.How did Apple hold borrowed money and cash? was it in bonds/ treasuries? ( look at financial reports) Many companies will fall into liquidity trap on a global scale, its not that they do not have assets, but are not liquid, in circumstances like that, you sell whatever you have

What convert APE into AMC stock will mean？On March 13,$AMC Entertainment(AMC)$ and $AMC Entertainment Preferred(APE)$ shareholders will vote to convert APE into AMC stock and will reverse split the stock 10/1. AMC has stacked the vote in favor of APE so the outcome is guaranteed.But what will be the price of the combined stock after the conversion? There are roughly 500M AMC shares, and will be close to 1000M APE shares at time of conversion. A total of 1.5 Billion shares, or about 3x the current number of AMC shares.APE currently trades at about 1/2 the price of AMC . ($2.40-$2.60 APE/ $4.50-5.50 AMC )AMC March 17 put options currently are pricing AMC at around $2.50 after conversion.I believe the corr

$Visa(V)$ AH we finally get the ER........outside of Regulatory threats and Forex impacts, VISA will report a solid a quarter. The BIG QUESTION: is how will guidance posture the 2 issues and how will investors weigh the results against the guidance?Personally, I believe VISA has been unfairly judged by analysts because of D.Durbins intentions to curb fees for CC companies.....look at last ER and the price acceleration going into the ER, hit around $219, immediately Durbin announces his bill and VISA dropped to low levels around $175. We should get back to $215 at least over the next week or so based on ER.The Durbin bill needs to be trashed, and if congress and senate changes hands, we will have less over reach................hopefully.

$Occidental(OXY)$   So many here think OXY could get over 100 a share. Well it was over a hundred a share before Ms. Vickie pulled her had to have Anadarko deal and destroyed share holder value and investor confidence and all but put OXY into bankruptcy. I don't have the same opinion as WB thinking she's doing a fine job of running the company. If Anadarko was worth anything near what was paid for it you should be looking at a stock value much closer to 200 a share.

$Kingsoft Cloud Holdings Ltd(KC)$  I am convinced they have the right customers and partnerships. Should be worth a look.They have a good cash position and shares have doubled from Q4 2022 lows. The analyst are offsides and may start paying attention. Shares have an extraordinary number of plus/minus 10 per cent plus days since 2020 IPO.

It Doesn’t eliminate the fact this company is the most technologically advanced and PROVEN to be the most reliable. What company can consistently get 80%+ yield AND no overheating issues with what ever they produce. Not Samsung and definitely not intel. It just makes economic and environmental sense. If people want the best from their handhelds and anything with advanced chips they better hope Taiwan is left alone. Overheating, supply chain issues and higher cost due to extremely low yield? Then go with anyone else.$Taiwan Semiconductor Manufacturing(TSM)$

$Carnival(CCL)$  Wow. I must say, that report today was much worse than even I expected. Passenger Cruise Day's(PCD) were a very lousy 18.3M, versus 23.34M in 2019. Number of passengers was a paltry 2.5M, versus 3.076M in 2019. Occupancy was a lousy 85%, versus 107.3% in 2019. No recovery here, even though they pumped their "record setting" bookings in March and July. What a joke. Just like their joke "records" for Black Friday and Cyber Monday. Suuure. Records for the first 15minutes of the day most likely. I also love their "adjusted" EBITDA. Uh, you can adjust it all you want, but a cash loss is still a cash loss. Let's see, they lost $1.1B in cold hard cash, NOT including the $500M they had to shell out in capex to maintain the ships this

$Shopify(SHOP)$    Rookie investors are reacting instantly to some upgrade/downgrade reports from "certified" financial analysts without trying to understand a technical data reports. Here is example of how Zacks rated SHOP for the past three months: October (Strong Sell), November(Hold), December(Buy). So going by their guidance you would sell at $26-28, if you missed the sell in October then you would hold at $28-32 through November, and buy more more at $38-40 in December. Obviously it is misleading sell Low buy High advise of many financial analysts who are at last few weeks behind the market trend. Reading technical data few months back I bought SHOP at $29 because I knew this will double soon. Storeleads is reporting real time

In the post-epidemic era, various countries and regions around the world have been unsealed successively, benefiting from the global warming of cross-border travel, and the global short-rent domestic accommodation giant$Airbnb, Inc.(ABNB)$ has achieved its first annual profit.After the US stock market closed on February 15, Airbnb Airbnb released its financial performance report for the fourth quarter and the whole year of 2022. According to the data, Airbnb Aibieying achieved a net profit of 319 million dollars in the fourth quarter of 2022, and a net profit of 1.9 billion dollars in the whole year of 2022, realizing the company's first annual profit.

$Walt Disney(DIS)$ Summary Disney's legacy Park assets have continued to benefit from the reopening tailwinds. However, investors should focus on its DTC segment as its valuation implies an embedded growth premium. We discuss why we revise DIS stock from Hold to Buy. Investment Thesis The Walt Disney Company (NYSE:DIS) stock has continued to struggle in 2022 despite its pretty robust FQ1'22 earnings card in February. The company's Parks segment has recovered remarkably with the reopening, and its direct-to-consumer (DTC) business alsoimpressed. But, the market may have already priced in Disney's DTC transition. It was pretty clear because DIS stock traded well above its historical metrics. Some analysts/investors even suggested that DIS de

With all the controversy, of which 100% is assumptions, including my own, surrounding the need for a 1 for 90 consolidation, the reason that makes the most sense is the need to absorb the dilution that's coming. What's causing so much jitters among investors is the 'fact' the company directors will not give 'any' clarification specifically related to that number. They don't need to price the shares at $100.00 per to obtain institutional investors, which is where they would have been no later than mid summer, pre split, without any vehicles on the road.The other matter of delaying the launch to coincide with the schedule of the next financials, is too convenient. They couldn't say it was a straight-up safety issue or technical problem because the revelation of either would have tanked the s

Vanguard Increases Stake In Bed Bath & Beyond; Can BBBY Recover? Are Meme Stocks A Buy?Exchange traded fund company Vanguard has increased its stake in meme stock $Bed Bath & Beyond(BBBY)$ , according to reports. As of Dec. 20, it owned 8.57 million shares or a 7.31% stake, compared to 8.20 million shares in the third quarter.BBBY is shutting down its Canadian stores. It plans to bring down its retail store count to 360 along with 120 buybuy BABY stores. Earlier, Bed Bath & Beyond declared that it did not have the cash to pay off its debts. Nor has it been able to find a buyer.The company also said it had defaulted on its $500 million loan with$JPMorgan Chase(JPM)$ .Caught between debt and a cash cru

$Apple(AAPL)$ That's good. Outstanding Apple shares are now at 15.8B, so Apple is steadily repurchasing shares. Relative to the overall market my Apple shares are growing in value. If Apple drops 20% this month with the rest of the market, Apple can repurchase even more shares. I won't lose any sleep over a slumping market or concern myself with daily market fluctuations. I'll let the sissies worry and comment about the end of the world when their stock drops a couple of dollars.

$Advanced Micro Devices(AMD)$  Just wanted to pop in and wish all longs a Happy and prosperous New Year! Busy with the new puppy (Doberman) but will be back more often after the new year.. Also wishing Lisa Su and AMD a Happy New Year! AMD should be turning the page on a very tough year (tough for most stocks!) and at some point this year we will be amply rewarded!! Lisa, always looking ahead..

I am going to show you why $Bed Bath & Beyond(BBBY)$ is a horrible stock to buy or hold on to by using their Income Statement and the Cash Flow Statement and their earning calls for the past year. On their Income Statement for the TTM (Trailing 12 months) the pretax income is an amazing -$1,292,781,000. That little line in front of the number means that it LOST money. Now on to the Cash Flow Statement. The only number I am going to point out here is their Free Cash Flow. Their Free Cash Flow is an amazing -$1,051,228,000. Lastly, BBBY has missed it's all of it's Earning calls by large amounts. I am going to take a stab in the dark and guess that BBBY is going to miss their earnings call in April by a large amount. The cash infusion will not he

$Walt Disney(DIS)$  Nelson Peltz declared his proxy fight with Disneywas over Thursday after the entertainment giant unveiled a vast restructuring plan, cost cuts and 7,000 layoffs.“Now Disney plans to do everything we wanted them to do,” Peltz told Jim Cramer on “Squawk on the Street” on Thursday. “We wish the very best to Bob [Iger], this management team and the board. We will be watching. We will be rooting.”“The proxy fight is over,” said Peltz, who heads Trian Fund Management.Earlier in January Trian launched a proxy fight with Disney, pushing for Peltz to gain a seat on the board. The activist firm said at the time it owned about 9.4 million shares valued at roughly $900 million, which it first accumulated a few months prior.Peltz had cr

$NVIDIA Corp(NVDA)$   Markets are getting harder to predict, good new is bad news but not always. Fundamentals are important but are trumped by sentiment. Sentiment can change in a second. Nvidia was close to a trillion in cap one year ago and was beaten and tortured for 11 months from mostly sentiment toward growth stocks. It is looking like we are returning and likely will rebound stronger and higher.I am betting this is the best stock to invest in at this time.

Natural Gas $Bloomberg Natural Gas Bull 2X ETF(BOIL)$  has had an epic run from Covid lows. From its $1.46 mcf bottom in June of 2020, Ngas has rallied 687% to its high in late August of last year. That is the biggest bull run in decades. The upleg from December 2021 lows of $3.54 per mcf was likely driven by growing concerns that Russia would attack Ukraine, disrupting the flow of energy to Europe (Ukraine). Germany bought about 40% of its energy needs from Russia before the war. The Bundesnetzagentur reported that Russian imports were 52% in 2021, dropping to 22% last year as the supply chain migrated away from Nord Stream 1 & 2 (OilPrice.com). Norway stepped in to provide 33% of imports last year, according to the report. Industri