Aivern
Aivern
Just here for the ride :)
107Follow
30Followers
0Topic
0Badge
avatarAivern
2022-08-17
Palantir will never be a faang. Faang companies are retail facing and change the world leading the front line - PLTR as they stand can only affect things from behind the scenes. This means they have to win their contracts ONE BY ONE. And the CEO is more arrogant than Zuckerberg, if that's even possible. It might eventually be an ASML, Oracle type of business, but no chance in hell it'll be a FAANG ticker.
Palantir: Could It Be A FAANG?
avatarAivern
2022-08-17
Lol what a conveniently timed article.Nobody is in BBBY for the LONG PLAY. Everyone knows exactly what this play is - a short squeeze. It has probably the best setup seen this year, if you want to take a gamble, this is the play. Company is trash, but we're in this to take out the short sellers.Get in, set your stop loss, bring out the popcorn.
Bed Bath & Beyond: Sell The Madness Again
avatarAivern
2022-06-15
Terrible arguments. Ford and toyota sell more cars overall, but look at their debt. Seriously? Check out their balance sheet wont you?Musk can be fulla baloney, but he has delivered so many things that before him, nobody else, not NASA, none of the legacy automakers, not even the conviction of the us government could do.There are other, more legitimate issues to raise against musk - like his terrible work-life balance rhetoric, his penchant at offending everyone, and his incessant need to be the man with all the answers.Yet the writer chose the lowest hanging fruit that has been rebuked over and over again. Lazy as hell writing.
As Risk-Off Investors Exit Tesla Stock, Elon Musk Is Making Things Worse
avatarAivern
2022-04-27
Nvidia is well primed to take advantage of multiple industries doing well over the next decade. 10yrs from now you wont be wondering if you made the right call to go in at 190 or 170 because they will take off hard during the next bullrun.But for the picky eaters, an entry at at 45-47 PE ratio is a super attractive bet.
Is Nvidia Stock a Buy After Falling 40% From All-Time Highs?
avatarAivern
2022-04-22
Articles like this clearly show how analysts just use a standard template for recommendations. The main narrative in Q4 was that govt contracts were too big a chunk of their revenue. Yet in Q1 when commercial growth overtook govt contracts, suddenly that is an issue, even though the retention rate is like 130%. Yes. That means they not only retain their contracts, they upsell it year over year.Palantir's issue will always be about how they educate people about their technology, because it's apparent that analysts have no idea what they actually do when they lump them together with datadog.
Palantir: War Tailwinds Boost the Short-Term Case, but the Stock Isn’t a Buy
avatarAivern
2022-11-28
The thing with YoY analysis is that you are comparing this year, a poor performing year, to 2022 Q3 which is the height of the pandemic share price boom. Once 2023 rolls around the benchmark is much lower as you'll be comparing to 2022 Q3. While his price target is not impossible, it would be amazon's retail biz going to complete sh*t. When it reaches that point they'll be better off splitting off AWS and letting it run.
Amazon: This Is The Price Where I Will Load Up
avatarAivern
2022-05-17
Musk is just musking around. When he sets his eyes on something he is usually stubborn af. He's gonna close the deal either way. Best risk arbitrage play in the current climate - allocate a portion of your monthly investment into twitter, you have more than half a year to build a decent holding before the buyout.
Musk Says Twitter Deal at Lower Price Is "Not Out of the Question"
avatarAivern
2022-04-27
Nvidia is the kind of stock you load up on during this bear cycle and fly with into the next bull run. There are well positioned to capitalize on supercomputing, FSD(yes, they have a better chance of beating tesla to it than any other car manufacturter), the metaverse and even crypto mining. What? You think ETH is the only coin that can be mined?People saying the low can go lower are clearly traders, if that is your game then the fundamentals dont matter because you are trading the momentum and hype.But anyone who spends some time looking at the company will realize that this behemoth is making all the right moves 10 steps ahead. Whether they execute to perfection is irrelevant at this point.Hard buy.
Smart Investors Will Buy Nvidia Stock As It Hits a New 2022 Low
avatarAivern
2022-04-20
Lol horrible take. Eth 2.0 has been coming for the past 24mths, the miners would have accounted for this and stopped purchasing their cards at least in the 2nd half of last yr if mining ETH was all they were doing.That said, it's not like ETH is the only damn coin that can be mined with existing cards, or that ETH miners even constitute that big a share of the graphics card market anymore. The continued chip shortage means that demand will continue to outstrip supply for a couple more quarters at least.But please, sell your nvidia stake so I can get it ar t a more attractive price point, thanks!
Nvidia: High Crypto-Mining Exposure Makes It A Sell In The Near Term
avatarAivern
2022-04-12
It's kinda weird that people get so emotional in palantir. The truth is that most people project their own ideas of what they think the company acrually does and determine its worth from there. I personally think this is down to the company not articulating clearly enough for the general investor, it's kinda like a really smart person trying to explain a complicated theory to an average person.The smart person thinks his theory is legit, while the average person either goes with it or thinks he is a fool.Now that palantir is opening up their commercial line, expect to slowly get a clearer picture of the company. So the question is whether to take a chance now without fully understanding the biz, or miss the potential upside waiting for clarity.Your call folks.
Palantir Stock: Bulls Are Showing Up, Is It Time To Buy?
avatarAivern
2022-06-28
What the hell is this article man, written like a high schooler who didnt study for his test just trying to make the word count.So many points to make against PLTR - arrogant, crazy CEO, stock based comp may increase due to the pathetic share price, expected govt budgetary cuts in the upcoming quarters and reluctance to do business with somr countries.Yet all this writer did was strive to be a living definition of verbal diarrhoea.
Palantir: Behind The 8 Ball
avatarAivern
2022-03-17
I love these daily bs articles. There is this need in stock market news to attribe daily fluctuations to concrete causes and effects, as if things were so clear cut. Grab is still a terrible company, but it's definitely worth more than 3 bucks.
Why Grab Holdings Stock Soared on Wednesday
avatarAivern
2022-07-15
Very shallow level analysis - the main driver of growth will be their ecommerce segment, but has been facing some serious headwins and they have shown to not be infallible in execution. Used to be more gung ho on this stock but at the moment they are not exactly firing oh all cylinders.Long term i trust the management to overcome their challenges, but i'll be looking for a higher margin of safety before i start a position in Sea.
Why Sea Limited Stock Slid 12.6% This Week
avatarAivern
2023-04-03
Short beyond meat. Company is dying a rather quick death
3 Dangerous Stocks to Avoid at All Costs
avatarAivern
01-27
Lol no way. Time to buy long dated puts until they actually get their foundry up which is one lifetime away.
Sorry, the original content has been removed
avatarAivern
2022-04-27
What an oddity of an article. Well articulated and presenting salient points.His situation is unique and he probably could have sold tesla at a better price, but ford has been quietly making the right moves under the leadership of this new CEO.People might think that Elon is taking on too much, but that's abit of a misguided train of thought because he is not a one man company. Tesla already has their road map for the next decade laid out and he doesnt need to be front and centre of everything for them to continue on the right path.That said, the case for Ford is compelling at the current valuation.
Why I Sold Tesla And Bought Ford
avatarAivern
2023-07-18
Irrelevant. The data that matters is the booking rate of new launches.
New Home Sales Plunge 73.2% in June, but Rebound Imminent in July
avatarAivern
2022-04-28
Disney has done amazing work with the marvel franchise and using that to spearhead an entire revenue ecosystem.i still love my MCU, but the road ahead for disney is not clear, and the new leadership hasnt proven his mettle yet.i'll be steering clear of this stock until the picture becomes clearer and is worth a reevaluation.
Disney and the Streaming Crash

Go to Tiger App to see more news