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Buying if there is a big dip. Their breadth and depth of content... No one else comes close, except Disney. Although I must say, being a subscriber and shareholder of both companies, I find myself consuming more of Netflix's content as compared to Disney.
Netflix Slides After Subscriber Guidance Misses Estimates
Nowadays AI seems to be the new sexy thing. Last time it's cloud and now it's AI. P/E of 300-400, P/S of ~33... too rich a valuation? upside might already been baked in while downside is wide open
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Quite an informative article. Like.
Apple: New Highs, But Now What?
I think up till a certain point the 'punishment' of these companies would stop before it spooks every investors and make them wary of any and all Chinese stocks, which is definitely not what the regulators and officials want.
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So is Tesla a SWAN ? stock?
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They will say "this time it's different...". But is it really different? Only time will tell. But if time and history are telling the truth, then one can already deduce the answer...
Housing Prices Are Going Up. Must They Crash?
No good...really not good especially to those who are left holding the bags when the musical chairs ends...
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Conclusion on Ford: EV sales as percentage of vehicle sales is increasing...but then vote goes to Nio...I guess because Nio is the sexier bet
Ford Or NIO? The Final Verdict
The froth is building up again...
Stocks at 40 Times Profits Are Cheap, Wall Street Has Determined
Just another reason to print more money..
Yellen warns Congress of 'unthinkable' U.S. default risk without debt limit hike
Microsoft has been relatively flying under the radar as compared to its peers in the 1T market cap club. Now all of a sudden it's under the spotlight..
Microsoft Price Target Raised to 'Street High' $325 at Wedbush as Cloud Story Is Not Slowing Down
What a ride...
Bitcoin bounces back after tumbling below US$30,000 threshold
Discovered this interesting stock today
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At the end of the day, it's still the fundamentals that command the stock price.
AMC, GameStop Slide As Jim Cramer Warns 'The Iceman Cometh' on Meme Stocks
Interesting that author view R&D as capex. Apple is definitely a mature company but yet amazingly is able to innovate and find new areas of growth, nevermind that they always seems slower to the next 'in' thing.
Apple: Winter Is Coming
Been an Alibaba long since its early days and has weathered ups and downs with it and it hasn't disappoint so far. The growth story is still intact. Now it's being affected by the political uncertainties but on the flip side, it's being undervalued. So perhaps this creates a buying opportunity.
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Toooo much froth....when do you think the hype will settle? It's US counterpart is ALGN, which is also at very high valuation.
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Toooo muuch froth for me to stomach..
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