$NIO Inc.(NIO)$ DO NOT TRUST THE ANALYSTS - they want NIO shares for their firms.The analysts are lying to you with bogus targets ($8.60) because their own banks are trying to accumulate shares, that they dumped to scare away smart money investors. However, it backfired. They never knew that NIO would come back this far, this fast with. a complete line of. EVs from Firefly to the ET9 super tech, which will basically dominate the EV. Landscape for the next three years. You're looking at shares price that will go from.$5.50 to $60 by March. 2025. There are 1000% gains looking you right in the face here.
$NIO Inc.(NIO)$ Charts look really weak, as I said before since the 6s, short with both hands this is going to low 4s, and if Trump wins $2. Don’t say I didn’t warn you. The bullish rally is behind us, excellent opportunity to have made money on the way up and now on the way down.
$NVIDIA Corp(NVDA)$ Another useful valuation on businesses is the PEG ratio, which you get by dividing a company's P/E by its expected earnings growth. This is an excellent metric for companies with a lot of growth potential. As a very general rule, a PEG under 1 is what we're looking for. Nvidia's is 0.94.
$Micron Technology(MU)$ The lows appear to be in a linear graph upon which the peaks are getting higher. Seems like their is a growing base and then every few days a sudden flurry of expectation, then return to a slightly higher base as you point out. If this continues then at the current rate we are about $8 / month. By next earnings we will be at about $122 by linear extrapolation. The only thing keeping this stock back is really the expectation of a cyclical supply-demand yo-yo, but the change from small memory footprint compute to large data and large model compute not only changes the dynamics to mitigate this cycle but the mix has changed too. In particular all processors will end up with some on-substrate HMB so tha
$NVIDIA Corp(NVDA)$ If you are holding Nvda as an investment , long term thesis looks robust. If you are trading, that is a different game. Long term / no stock goes up in one straight line. Spending is high. Googl reported that ai is yielding great results. Nvda is expanding its produucts to virtually every business. Risk factors long term are geopolitical,, supply issues , research and dev, competiton and economy. Ai seems to be less effected by overall economy for near future. They also seem to have a decent moat.Geopolitical is a threat and hard to quantify or handicap. Supply chain is decent but needs to be diversified. Overall, Nvda is still an exciting opportunity / we have owned for many years with no plans on se
$Apple(AAPL)$ I have no problem with today’s AAPL stock activity. Hitting a record intraday high in news that iPhone sales in Q3 2024 were up about 3.5% to 55.5-56.0M are positive trends for the iPhone 15 and iPhone 16. When AAPl hits over $237, OF COURSE some folks and institutions are gonna sell and lock in profits, that’s fine and to be expected. At the same time, someone else is buying those shares because they see positive news and positive outlook beyond this quarter into Q4 and 2025. That’s good too! I don’t care or mind that AAPL has dropped back to around $234, as long as it stays in a positive trend, it will move up eventually. If earnings are also good because iPhone are up day 3-5% revenue, Services up +15%,
$NVIDIA Corp(NVDA)$$Advanced Micro Devices(AMD)$ nvda will certainly do well, but by law of big numbers amd has much more room to multiply. nvda will also hope and need AMD to survive or it'll be a monopoly and gov doesn't like monopolies. AMDs open system should do well and play well with others in the long run.
$Apple(AAPL)$ According to Counterpoint in China, provided by Bloomberg, iPhone 16 sales are up 25% there. This is a more authoritative report than the fake ones trying to suppress positive news. This will be the catalyst to propel AAPL through the next levels. Apple is reaping the strongest impact from the stimulus in China.
$Microsoft(MSFT)$ MSFT way undervalued at these levels, amazing how low it was pushed down. Investors should stay in it for healthy price appreciation by coming reporting date Oct 30. This the best in breed. I am in for longer term.
$NIO Inc.(NIO)$ My suggestion to anyone who has profits in Tesla is to move over to NIO as quick as they can. NIO is almost a give away at $5.50. Before you laugh or fool yourself, consider that the latest NIO model ONVO is already selling 1000 a week with limited production. NIO has an ET9 super-tech luxury EV and a Firefly economy EV ready over the next 90 days. We suspect Nio will take at least 35% of Tesla's market share in. China over the next 6 months.