$Tesla Motors(TSLA)$ Extremely bearish on TSLA and going for lower priced model is a very wrong move as that would move them closer to a car manufacturer and not a tech company. The only silver lining for TSLA is the Robotaxi and if they do not launch by October, expect price of shates to dip below $200 and an equally ugly end of the year result. Time is running out for Elon and TSLA
It is too little too late. Powell made a grave mistake. Fed should have started cutting rates in June to stave off a recession. The indicators were already clear in June that inflation is going down and non farm payroll are down. But he held on and on and now the recession is like a speeding train. Its now impossible to stop a speeding train so we will head into a full blown recession in 2025/26 and the fed will have to cut rates to 0% to keep it afloat while cost of living will still be high. Well done Powell. You just screwed an entire generation of people.
DBS will once again shine brighter than the rest. Their overall ROE is very impressive compred to the other 2 banks. DBS has bolder strategy and more importantly willing to reward shareholders as compared to the other 2 banks. Short-sighted analyst and non analyst keep harping on P/B ratio and say DBS is expensive but they never consider DBS superior ROE and returns to shareholder over the past 12 months
$NVIDIA Corp(NVDA)$ No doubt NVDA is going to rebound with earnings coming up in Aug propelled by deliveries of Blackwell chip. Guys, this is not a question of can Nvidia sell X many chips. Its a question of how many can they produce because demand outstrips supply by a mile long. It will be snapped up as soon as it leaves the production line with a long demand list.
Are you kidding? Of course. Unless you are really enjoying what you are doing we are exchanging our time for money. If you already have the money then why bother