Grossly overvalued .. he never provided details on his valuation or his terminal growth assumption which is key in DCF analysis. Also it's a mistake to use FCF margin as a guide As capex level varies . 

Beijing has been doing all the right things . This is a financial war between US and China and Chinese ADR's and HK stocks get shorted as a result.

US leads crony capitalism..

US analysts just invented a new valuation matrix. price / Trump. That's how absurd the U.S. mkt is.. The analysts are openly saying that earnings and cash flow don't matter.

If autonomous driving is reason to buy Tesla , one is better off looking at Baidu which already has autonomous vehicles . Tesla's earnings weee supported by govt credits without which it would have missed expectations. 

The question is whether JD will continue with buybacks at this level. 

This is manipulation .. rather than investment.. 

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JD announced that Walmart has already sold the 5% stake values at US$3.5 b .so this is a fantastic opportunity to buy the shares.  The quantum of sales is less than Jensen Huang's Sale of Nvidia.

He didn't even talk about valuation or cash flow but just " momentum " . Terrible research .

Why is Reuters quoting an obscure Visible alpha's estimates instead of consensus numbers ? Seems dodgy.. 

The negative pitch coming only after a 10% drop.. when it was going up after the stock split , there were no nay sayers..

Baidu has US$25b in cash .. It's market cap is now USS$33b.. which means that 77% of market cap is cash. imagine that. If you exclude cash, then the stock is trading at US$8b/ US$1.8b( annualised FCF) or about 4.3x FCF.  The decline in the stock price is a bear raid.. and is totally devoid of fundamentals .. unfortunately analysts are silent.. am a bit at US$94.0

Absurd rise in share price .. is t he US consumer Gona shell out additional funds just because of AI feature ? Just ridiculous..the fact that Apple have not said how they will monetise the AI feature speaks volumes about their confidence level , yet analysts go berserk with the share price target .

Disagree about SGX and Fraser's Centrepoint . On SGX.. delimiting have exceeded new  Listings.  volume on Sg bourse continues to Decline and Gen Y is only interested in trading US stocks and crypto.  Liquidity is abysmal. On Fraser Centrepoint , while mall locations are good.. consumer spending is hollowi g out and inflation is decreasing g purchasing power . The ability to raise rental is questionable.

Very few ppl use PayPal now. It is obsolete.

did they conduct a survey on fund managers think of Nvidia ?