SuperDuper1
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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 .
Apple Shares Rise 5% Hitting Record High as AI Plan Delivers a Wall Street Upgrade
Why is Reuters quoting an obscure Visible alpha's estimates instead of consensus numbers ? Seems dodgy..
Singapore's Grab Misses Quarterly Revenue Estimates, Shares Drop
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
The 3 Most Undervalued Long-Term Stocks to Buy in June 2024
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.
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The negative pitch coming only after a 10% drop.. when it was going up after the stock split , there were no nay sayers..
Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management
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.
3 Reasons to Buy Tesla Stock Like There's No Tomorrow
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 .
Tesla: A Golden Buying Opportunity
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.
Tesla's Stock Price Nears $300, Watch This Key Level
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.
24H｜JD.com Stock Tumbles Almost 10%; One AI Comapny Soars Over 35%
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.
24H｜Chinese ADRs and ETFs Fall in Overnight Trading; XPeng Drops 6%
The question is whether JD will continue with buybacks at this level.
JD: I'm Up 75% But Holding Out For A Big Buyback Bazooka (Rating Downgrade)
JD giving subsidies is bad.. Tesla cutting prices is good? Quite biased research in my Opinion and not based on current fundamentals..
JD.com: Cheap, but the Moat Has Narrowed
US leads crony capitalism..
Tesla Shares Rally 4.3%; DXYZ Rockets 23% As SpaceX Is Its Largest Holding
This is manipulation .. rather than investment..
Chinese Stocks Soar 7% in Hong Kong on Stimulus Bets
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SG Morning Call | Singapore Stocks Open Higher on Tuesday; NIO Surges 13%
He didn't even talk about valuation or cash flow but just " momentum " . Terrible research .
Alibaba: It Isn't A "No-Brainer" Opportunity
Goldman by its sheer influence might be able to influence the direction of the stock. However on a PE or Price to Operating cash flow Basis , AMD is super expensive and showed qoq decline in earnings .. so it is a leap of faith, the way I look at it ..
Why Being Bullish on AMD Stock’s AI Growth Potential Makes Perfect Sense
Kinda of late warning.. stock is down more than 10% from peak.
Veteran Analyst Delivers Blunt Warning About Nvidia's Stock
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