SuperDuper1
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
avatarSuperDuper1
11-22 16:03
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%
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. 
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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%
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)
avatarSuperDuper1
2023-10-11
JD giving subsidies is bad.. Tesla cutting prices is good? Quite biased research in my Opinion and not based on current fundamentals..
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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
Share your opinion about this news…
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 ..
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Very few ppl use PayPal now. It is obsolete.
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