$Coinbase Global, Inc.(COIN)$seems like the start of a falling knife. Regulators doesn't like interest account for crypto assets for a good reason (higher interest rate than any shit banks can offer). I mean same thing happening with blockfi right now. A few states ordered a cease and decease order. Ridiculous. Government don't like what they are unable to control. With coinbase pushing towards an interest account for crypto asset, I can only be nothing but bullish about it over the long run.

$Proterra Inc.(PTRA)$despite the downtrend I am continuing to add

$Pinterest, Inc.(PINS)$i realized that Pinterest have been consolidating at the 50+ usd range after its major drop from its q2 earnings which was mainly due to the loss of Pinterest monthly active users. One key note to take is that during Pinterest q2 earnings they have failed to mention their mobile users and that they only taken into account their web user this far. In my opinion, given that Pinterest have their partnership with not just $Shopify but $target as well, it might be posed for a major run up after or before its q3 earnings. Now it is believed that Pinterest is kind of revamping their platform into whatever you see you can buy. This is a huge step ahead. Please refer to this video for more details:https://youtu.be/t8q8YjgmolU. I was pre

$Tesla Motors(TSLA)$  As interest rates went up, tesla stock got hit the hardest back in 2022. It's has been a hell of a roller coaster ride since then with tesla stock going absolutely nowhere in the span of 4 years. Now that it marks the beginning of the rate cut cycle, the opposite might happen for tesla stock and a rally might happen but this is only under the assumption that the federal reserve initiate a soft landing and not crash the economy with a recession 

Most likely the board will reject it given that they are hiring Goldman Sachs to review on Twitter intrinsic value but little did they know that Goldman Sachs have one analyst on tipranks whom gave a 30 dollars price target and a sell rating on it. This already proves that the board of directors of Twitter needs to go right now. On the other hand Elon musk kept an imaginary price ceiling on Twitter stock at 54.2. This likely means that Twitter will most likely not go above 54.2. So, Elon could scoop more stocks at a cheaper price. Elon have 71 million shares of Twitter right now. He needs 51% of the company's shares in order to fire the board of directors which means he still lacks about 300+ million shares. Knowing Elon, he most likely will go through this route. If Twitter does acce

So I came across this on Twitter about Elon musk potentially starting out his own social media company. If there is one thing to know about Elon musk is that people shouldn't bet against him. Also, he is solving one of the problems in the world today by promoting free speech which Twitter, YouTube and Facebook doesn't. They would most likely promote stuffs being said by the left wing. And for the record, the hunter Biden laptop that was written off by the MSM, newyork times just confirmed it is real. Humanity may not have changed in the aspect of free speech; in olden times, say something that most others or those in power disagree, you will get executed in some of the worst ways imaginable. This time is in the form of social media; say something that people disagree, you will get ban

Unity beats both EPS (actual $-0.18, expected $-0.21) and revenue expectationRevenue at $297.0m (+9% YoY) was just above their own guidance of $290 million to $295 million.Revenue breakdown - Create $120.9m (+66% YoY), Operate 153.5 (-13% YoY), Partnership 17.7 (-2% YoY)Customers generating $100k+ revenue 1,085 (+22.18% YoY)Dollar-based net expansion rate 121% vs 142% (Q2, 21)Big news coming are:Fixed the inaccuracy of the pinpointer tool and put in place monitoring mechanisms to react faster if something goes wrongKey partnerships secured with Mercedes-Benz and CapgeminiGuidance:Q3 revenue $315m-$335m (+10% to 17% YoY), 2022 revenue $1.3b-$1.35b (17% to 22% YoY)Unity beating the expectations was expected. Revenue from the operate solutions was a bit disappointing but given their claim tha

$SOFI IT IS OFFICIAL. Student loan payments are starting in October, as per the Department of Education. The Supreme Court still has to rule, but regardless of their ruling, student loans will resume this Fall. There will need to be ALOT of refinancing, and $SOFI is in a prime position to capture that market. Here’s a question - with student debt at 1.8T and the average borrower having to pay $300 a month when it resumes, there will be a deflationary effect because less discretionary income will be spent, which is good, but will this also impact earnings for companies now that a natural stimulus (pause on payments) is gone?

So why is Unity $U down so much?You'd be surprised by how STRONG certain parts of the company are.And how FRUSTRATING the thing holding them back is.Here's what happened Top line: MATCHThis is way more impressive than you might think given the major headwind that popped up Margins: decent, but stock-based compensation was way too high given the headwind was self-inflictedHere's a big story: FCF is now **POSITIVE** on a TTM-basis. The reason: deferred revenue booming.The good news: Big Customers continued growing briskly The good news: Dollar-Based net expansion continues to be well above my own hope of 120% BUTHere's where the trouble comes in:There are two segments:CREATE: subscription revenue that can only grow with new customers or upgrades, so it grows more slowlyOP

I spent sometime listening to yesterday's earning call and have created raw some notes which I have included below for your reference. Enjoy!Opening remarks from Elon:Above 50% growth expected in 2022Overtime Tesla believes FSD to be most profitable offering from TeslaElon still believes they will achieve FSD at a level safer than a human being by end of 2022Value of vehicles expected to dramatically rise more than any other product in history thanks to FSDMore products to be announced in subsequent callsScaling & output big focuses for Tesla in 2022If Tesla were to introduce new vehicles they determined that overall output would decrease so 2022 was focused on supply chain optimization & productionNo new vehicles will be introduced in 2022 as they will continue to be parts constra

Government Business ConcernsPalantir's governmental business results in their Q4 earnings shocked investors. Although they had increased governmental revenue 47%, the number of new clients they had in the space was zero.They had 90 in FY 2020, and 90 in FY2021. They didn't lose clients, they got more money out of existing clients, but they didn't gain any more clients.This news was so shocking that it forced Cathie Wood of Ark Invest to dump her entire Palantir position, taking an almost $400M loss on the stock.Her reasoning was reinforced over the past two months: she doesn't think Palantir can grow in the governmental sector and as a result will not grow as fast as it needs to for Ark to justify holding it. Palantir Is Making Moves In The Government SpaceToday Palantir announced a new pa

SoFi Technologies (SOFI) -- CFO Chris Lapointe Interview CFO Interview Student Loan Ramping: In the 15 years leading up to the student loan pause, $575 billion in credit was issued at 6%-7% yields which SoFi is able to refinance at more favorable terms. Of that, $200 billion presides within the credit bands where SoFi operates. There will be two sources of refinancing demand acceleration as interest begins accruing in August and payments resume in October. First, with the student loan repayment burden as pressing as ever, borrowers will be looking to extend the terms of their loans. Even if SoFi can’t provide a lower rate to these borrowers, Lapointe offered an example of extending a term from ten to twenty years. Even at a higher rate (7% instead of 6%) this led to monthly payments fallin

In this article, I will summarize on the recent Tesla amendment for the adoption of the stock splitGeneralWe are submitting to our stockholders a vote to adopt the inclusion of certain provisions in the proposed amended certificate to increase the number of authorized shares of common stock by 4 billion shares.The board has approved the authorized shares amendment subject to its adoption by our shareholders. Honestly I don't see why this won't go through but let's move on.Summary of the proposal amendmentThe authorized shares amendment provides an increase in the number of authorized shares of Tesla common stock from 2 billion shares to 6 billion sharesReasons for proposed amendmentThe primary purpose of the authorized shares amendment is to facilitate a 3-for-1 split of our common stock i

$Proterra Inc.(PTRA)$seems like chicken going back in on proterra. Wondering when he will open up position ?

$Tesla Motors(TSLA)$  once again tesla proved that it is an investment vehicle designed to transfer wealth from the impatient to the patient. I have been holding this for around 4 years. Been through its ups and downs, swinging up down left right center. Despite this, I continue to be a firm investor in tesla believing it could solve level 5 autonomy one day, dojo chip being a reality and a mass adoption of the optimus. Every of these 3 are connected and once these come to pass there is no going back. If anything else the unveiling of the robovan and the cybercab had me excited of tesla's future and the growth potential that it have. There will come a day where tesla is no longer a car company but a big tech company. 

In this article, I would like to highlight the recent crypto crash especially on Ethereum. As many of you may hear about the recent staked Ethereum depegging which lead to the recent Ethereum crash. It seems that in light of these all, Celsius which is one of the largest crypto lending platform, has a hand to play in this.To top it off, Celsius decided to pause withdrawals on the platform. Now I do have some Bitcoin on Celsius but it is very minimal say about 300 SGD but there are people who put their entire life savings in it. Hopefully this will get resolve soon. Now you will find yourself asking these 3 questions which will also decide the future of crypto in the following weeks:1. Is celsius insolvent, or do they just need time to meet obligations?2. Which companies were

$Fiverr International Ltd.(FVRR)$purchased Fiverr after its massive drop from q2 earnings. I listened to their q2 earnings report, realized their guidance for q3 pretty much stayed the same. It was then that I realized this is the time to go in as the market is being nonsensical pretty much on the day itself. Revenue increase 60% year over year. Active buyers increased by 43% year over year. Spend per buyer increased 23% year over year. On top of that, I realized Fiverr is promoting the future of working. And since I am also an investor in $abnb, it is a no-brainer for me to invest into Fiverr. The only competitor which can match up to Fiverr now is Upwork.

Short write up about palantir's coo in discussing both government and commercial division opportunityGovernment Division :Questions were fielded from investors as to the sluggishness of the government division performance.Note: government growth shows sequential slowdown in 2021Q1: 76%Q2: 66%Q3: 34%Q4: 26%The response was that US government is operating under a continuing resolution.This means that current programs are operating under last year’s funding.As such, new programs/ project starts have been unable to begin.A bipartisan agreement in Congress has settled on $782.5B national defense budget. Of this: ~$119 billion in R&D, test & evaluation funding~$145 billion for procurementPalantir believe there will be a meaningful pick up in spending weighted toward the latter

Palantir More on the $100M worth of defense contracts yesterday — All contracts included: “This award is the result of a sole source aqqusition.” Single source procurement is when there are multiple vendors to choose from but you decide to go with one of them. Sole source refers to a situation when another company was even bidding for the contracts because no one else was capable to provide the services. Palantir was the only company available, for these 3 contracts, to even provide the data analytic services required. There was no competition.

We all heard of the Elon and Twitter saga. And now another player gets thrown in the mix. Grab your popcorns, it will be an exciting ride:Florida May Take Action Against Twіttеr for Failing Fiduciary Duty After Elon Musk's Offer to Buy itFlorida Governor Ron DeSantis said the state could take action against Twitter Inc. for launching a poison pill defense to thwart Elon Musk's unsolicited bid. In his opinion, such behavior indicates a failure to fulfill fiduciary duties to the investors of the platform.“Why would you reject the 20% premium?” DeSantis said Tuesday at a press conference, accusing the company of censorship, according to BNN Bloomberg. “I don’t think that was a rejection based on financial concerns or business judgment. They rejected it because they know they can't contro