The only way is UP for AEM. US is the epic centre for AI now. Amy Leong is a semicon veteran in US. AEM chair Loke aint stupid. He picked Leong so that more deals will b closed in US. Ex CEO is good with Asian deals but not US. Hence the change of CEO.

Does the good results of Teradyne portend a positve Q2 for AEM holdings? 

Looks like Alibaba is back in play...

I wondered where he gets the data that "AI-related chips account for only around 3% of the company's semiconductor sales and won't be able to offset weakness in other segments, such as smartphones and PCs, the analyst says" from? AEM said that excitement in generative AI is looking promising to the coy. Also, INTC is ramping up chip production n GPU n quantum computing chips like crazy. Dont anyone think this will b extremely beneficial to AEM. I think this analyst has not get new update from AEM. Your thoughts?

As u hv correctly said history is a guide. This time is goong to b different. So far the bears have been wrong because they r using the old model to evaluate the current situation which is quite different from the past.  One key point that most bears overlook is the strength of employment. US GDP is 2/3 dependent on the consumers. So long as people r gainfully employed, there will b no recession n housing market will not crash albeit business will stay slow in a high rate environment. To conclude, big tech n AI will continue to lead the mkt to new high. Once fed pivot the rest off the mkt will play catch up

Dont bet against a super bull theme...

This counter was being accumulated at 0.38 on 20 Apr. The run started on 28 Apr. To date it has surged 0.98. The run is going to pause soon. Think it will tumble below 1.00 perhaps to 0.80 n scare away retailers before another run to 2.00. 

Hmm, something is brewing! The play may b coming soon!

Anyone has any idea with the crazy surge of this stock esp post market? What is the inside story? Short squeeze?

Agree to RMG n Semb Ind but not ifast as the last is an inflated stock with little free float. The investment environment continues to be difficult n so unlikely that fund mgt under ifast will do well. Also doubt its uk bank will do well as it is tough to operate a bank in uk.

A shitty article. Guess he has to clocked time n so write this piece. In short he sees no upside n no downside ( as he dares not short it). So holding it is the best strategy as if recession didnt occur n if  sale volumes surge, the stcok prices will ahoot

Yes. Additionally, though Tesla may have less profit from the car sold, they can still make it up from other add ons including future software upgrades.

This research group always loves to put up the alternate view to confuse or create doubts..... Can interest rate rise near term in the current unstable financial market? Many are urging the FED to lower hike stop or cut. So how to hv rate rise? The FED will b mad to raise 50 bps to exacerbate the instability. So this idea is just to confuse investor

As Musk recently stated that we specialise in making the impossible possible late, so if u hang on long enough TSLA will deliver the impossible n that is where everyone will go wild with the stock

A short sighted article as usual from Alpha. I get the feeling that Alpha just want to b a contrariannjust to offer a diff perspective. Point is Roku has gainef substantially in its subscribers base n the streaming hours. That means future earnings will grow. That is why investors r excited. A recent eg is netflix. It earned much less than expected but subscribers grew 70%. Till date stock price more than 2x. That is the point n investors are right!

This.guy is a joke! He put a sell to AEM as he lowered the PE to 8.5. I thought PE was already low at 9.0. EPS for 2022 is likely at 0.5 meaning that PE is already 7. Even with a 5 % drop in earnings in 2023 EPS is 0.47 n current price of 3.40 means a PE of less than 8. So why TP of 3.08? Hence he is a joke!

Agreed w Ross. Also Musk has been paid obscene amounts of TSLA options for his role so it is only right his focus is back on TSLA.