$Palantir Technologies Inc.(PLTR)$ Is the next best long term play vs $NVIDIA Corp(NVDA)$ . NVDA is already very well established and although the long term PE might be surprising showing that it is under valued, however it is a juggernaut today and the chance to turn profits to become a multibagger in the next year is probably challenging. Pltr on the other hand is a growing company and the services it provides are something big companies can't get enough of. Reminds me of the time when Tesla sells model S and X to allow itself to generate sufficient profit to turn to producing more economic options. I believe Pltr will take this route too.
$Tesla Motors(TSLA)$ Can Tesla continue to grow at an exponential rate? It seems that the market for the last few years has been extremely volatile and TSLA has dropped and risen to all times high of $400+ and down to lows of $!00 and then now in the $250s. By trading the dips and rips the returns would have made is a multibagger stocks. Yes, it is clear that TSLA is a great company, considering that Model Y has become the most popular car in the world and one of the world most value and cost efficient company for a electric car. It is also worth noting that the market is also becoming competitive with BYD, FORD, TOYOTA coming up it will be a matter of time that the market becomes divided. My view is that a electric car
$Palantir Technologies Inc.(PLTR)$ Will PLTR sky rocket in the next few years? Challenges: So far Implementation process of PLTR seems to be similar to standard enteprise systems such as products from Oracle or SAP. The challenges with implementing such solutions is that they are very much a manual process and time consuming. Unlike tech companies that allows implemented solutions to be easily transfered from one company to another company i.e. services (Grab, Uber, Zoom); Social media (Facebook, Instagram, tiktok), even EVS like TSLA, their software are common and easily scalable to mass market with minimal customization for users. In contrast, PLTR's solutions are mostly all unique to each company, and with 50% of earnings with the mili
Likely a strong pull back will occur since there is no significant news fueling the bull run. The stock is being brought high from some institutes doing portfolio adjustments. Those who has bought earlier and suffered the correction post early Q1 results will likely sell off from yesterday's small bull run.
$Tesla Motors(TSLA)$ Tesla has yet to present any significant news other than robotaxi on 08Aug which is going to likely be a proof of concept until regulators give a thumbs up for mass use. Best case will be a localised use short term which is not going to improve earnings by large margins. Large fluctuations are likely caused by traders and foresee that this will trade side ways for awhile until the overall market becomes extreme bullish again.
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Trade small during times of uncertainty. Instead of are taking large trades in this time of uncertainty, it is better to take smaller trades get feedback and trade again. Taking too large a trade can bring big returns but when one is wrong too many times it could blow one's account and end up being out of the game. It is not about making the most amount of money in the shortest time especially when the market is uncertain, instead, being able to consistently take a overall profit until market conditions turns to be clearer then go for larger trades A mistake I made a month ago on $Albemarle(ALB)$ is to try to buy the dip and buy increasingly large positions and when the market keeps falling you
$Tesla Motors(TSLA)$ Robotaxi on 8th Aug is likely going to push prices up but not back to the the all time highs near 400. Demonstrating a working prototype of Robotaxi is not something new and companies in US I.e Waymo and especially in China I.e. DIDI, BAIDU and many more, have already implemented their versions of Robotaxi. In spite of these, I still believe TSLA is on the path towards a truly scalable Robotaxi, with software that can be deployed in every Tesla EV and also in all road conditions, unlike its competitors who still depend on very expensive sensors setup and intensive mapping. Challenges foreseen will be the reliable of the proof of concept of their version of Robotaxi over competitors a
$Palantir Technologies Inc.(PLTR)$ Currently over priced. Market was betting on exceptional stella results but earning was as per expected very good but not superb which was demonstrated but the correction back down. Still overvalued comparing earnings vs stock price, albeit a great company with excellent growth. I still hold on to the belief that it is difficult to scale today with current products due to the niche industry that can adopt this technology, complexity of implementation and high cost. Waiting for a new mass market product from pltr.
Hi Everyone! Market has been volatile recently and not very directional. I'm doing scalping to take small earnings while waiting for the market to turns bullish.
Hi All! We are doing good work keep up the momentum. Looks like market could be taking a dive anytime soon, buy some puts or sell some holding to protect yourselves.
$DiDi Global Inc.(DIDIY)$ As of 10Jul23 DIDI like Uber, Grab, Gojek is in the private car hire business. Why DIDi will survive? • Current at only ~$3 it has a Market capital of $14.33B USD, with revenue of over 20Bn in 2022 (3) even with the fines of $1.2B USD in China (1) it has a very high likelihood to be able to repay their fines. • It is still one of top 2 taxi app (Kuai Di & DIDI) previously being the top after 18 months banned from new registrations. • The company has a name for being the one who ousted Uber out of China and made it's competitor a partner (4) Why Multibagger? • Listed IPO price of $14 and if not for the compliance issue it would have gone way beyond $14 opening at $16.65 (2) • Once it get backs to nor
$Palantir Technologies Inc.(PLTR)$ I don't expect a stupendous earning report but it should continue to show that Pltr is building its clientele. If it shows an expected earning, stock prices could expect to rise slightlu or at least maintain current prices until interest rate cuts or the next earning report. In the unfortunate event reports are worst than forecast, I would expect a crash. As they say buy the rumours sell the news.
$NVIDIA Corp(NVDA)$ There are always opportunities in the stock market and there is never one opportunity. The magnificent 7 offered opportunities over the last decade for those who got on the wagon. Those who bought NVDA few years ago near 200 probably also sold when it doubled at 400. Those who held on although now at 1000+ but provably also missed out other opportunities like Pltr when is was <$5. The stock market is like a forest don't miss the other trees for one tree.
$Tesla Motors(TSLA)$ Likely to remain bearish until earning improves. Upcoming earning report today will likely continue to not be good which is already priced in. If it goes really bad there will be further correction anticipated. Buy some now for long term investors and DCA into the dip, for short term better to wait.
I learnt a lesson only fairly recently about a year ago which is to sell some of your stocks when the overall market trend is falling. Understandably it is extremely painful especially when you have been invested in your favourite companies for very long and perhaps even see some paper losses. Selling some (i.e. 10%) will make it physiologically easier to tide over a bearish period. Learning to sell also returns some cash for redeployment and also help to develop and edge to trade during strong market trends. Tough to learn and do but it gives an extra gear to the investment journey.
Not too long ago, I am fully vested in stocks with little to no cash position. When the market is bullish, It's great. However, whenever the market is bearish I'll be groaning over the losses. Learning to maintain a cash position of about 10% has always been taught to me and I've always ignored and feel the pain when the market turned bearish. To give an analogy is to liken investing to driving. Having a cash position is like having a reverse gear, if one can only drive forward in hope of a bull market, when the market retreats we find ourselves with no further alternatives to manuover. Having a cash position allows one to further exploit the low prices to buy in. What do you think?
$XPeng Inc.(XPEV)$ & $DiDi Global Inc.(DIDI)$ Xpeng will be partnering DIDI to create a branch of electrical vehicles called 'Mona' for $744 million. This is tremendous good news for holders of DIDI considering that it has been hit heavily by regulators. This demonstrates that amidst all the hoo-ha and negative perception so far, DIDI is a company that continues to bring great value that invites investors like Xpeng to continue collaboration. Also it has not slowed down to continue its autonomus driving business. [1,2] Compared to its counter parts in the US, it remains grossly undervalued [3] Comparing P/B of 1.08 for DIDI vs Uber at 11.37 and lyft at 9.65. Although