JesseRW
JesseRW
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avatarJesseRW
09-06
$PDD Holdings Inc(PDD)$ Are you kidding me? Even after all the bad news EPS is expected to grow 20% next year to $14.4, which means it's trading at 6.5 next year EPS. So it's now trading at a valuation less than a bank, utility company, consumer staples etc. I know China stocks have low valuations but this one is insane.
avatarJesseRW
09-06
$Faraday Future Intelligent Electric Inc.(FFIE)$ this company has great car, but they need marketing. any time u have good news .. which will squeeze the stock.. same as polestar
avatarJesseRW
09-05
$NVIDIA Corp(NVDA)$ Stock prices are directly correlated with earnings. Another quarter, another increase in earnings and another beat on expectations. The difference in the .COM bubble and now is that NVDA has legit numbers. MONEY MONEY MONEY
avatarJesseRW
09-05
$Broadcom(AVGO)$ Chips stocks like AVGO will do just fine. Markets makers are doing the same thing over and over again with their suppose fear of a recession to steal shares from retailers. They did that last week and they do the same yesterday. This morning there was a report that Chips sales rise 19% year over year in July to over $51 billion. And when the Fed cut interest rate, we will see the stock markets explode higher.
avatarJesseRW
09-03
$Tesla Motors(TSLA)$ Democrats killed 17 service members, let in 40 million free loading migrants at 400 billion dollars per year thusly terminating your social security...just wonderful americans....
avatarJesseRW
09-02
$Microsoft(MSFT)$ I set up dividend reinvestment because my MSFT stock is in a Schwan account, which means I constantly purchase MSFT stocks every quarter. In any case, check out TSM. If TSM drops to under $150, it's a wise purchase.
avatarJesseRW
09-02
$Apple(AAPL)$ So if Apple double in 2 years I’m retiring at 60. $120,000 total investment will be worth $2,400,000. Only sold 1000 shares after decades of holding. Investing is not gambling.
avatarJesseRW
08-30
$Intel(INTC)$ around 25 in 2-3 weeks. short-lived pullback from there (good entry). sometime within the next 12 months we will hit 40's. if it can break that trend line then 72 is where the gap is. good luck
avatarJesseRW
08-30
$Micron Technology(MU)$ I think nvda will leg down but got a gap to fill at 125.50. It would be extremely hard to justify when nvda falls MU won’t crash a little more. Be cautious and best of luck. I’ve bought back in 2 times and got burnt. I’m waiting for the 80-85. Even though earnings on 9/26 that’s still awhile I give it by 9/14 to decide to buy or not.
avatarJesseRW
08-29
$SUPER MICRO COMPUTER INC(SMCI)$ I guess NKLA made many billions in revenues. And guess what SMCI is selling its chips to themselves for $14 billion. I guess they have a $ printing machine in their chip manufacturing facility. How about you go ad get some as well.
avatarJesseRW
08-29
$SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA Corp(NVDA)$ NVDA earnings are telling the story of SMCI demand. Expect it to run to $500 and then to $700 in two weeks.
avatarJesseRW
08-29
$Dell Technologies Inc.(DELL)$ DELL could benefit from Super Micro's problems, an Evercore analyst said in a client note titled "SMCI Pain = DELL Gains?" Dell is poised to gain market share in AI servers as $SUPER MICRO COMPUTER INC(SMCI)$ Super Micro deals with its negative publicity, he said.
avatarJesseRW
08-28
$Trip.com Group Limited(TCOM)$ LOL who is still traveling to polluted backwards china and actually wanting to visit during all this geopolitical tension ? Half the locals are racist and just want to scam you the other half just want to marry you to get a visa.
avatarJesseRW
08-28
$XPeng Inc.(XPEV)$ 10k pre orders in the first 52 minutes lol how many by the end of the week? 50k ? can they achieve that ? Keep in mind alot of people will want the max version with the advanced autonomous capabilities, which will probably not be in those numbers...won't be out till around Chinese new year in late Jan - early Feb.
avatarJesseRW
08-28
$Meta Platforms, Inc.(META)$ Whole market down. Summertime dip . August and September usually down months in general and then Santa Clause Brings his big bag of cash to those who have been good boys and girls and held long amd strong . I cant wait. But yall keep pushing your short term news. Its this its that. Democrat this . Trump that. Mark spends this . Someone sold some shares. It went down 10 bucks . Biden this. Europe that. All B to the is S . Making billions here and leading in AI . This is the leader and this is a 10 X stock. Still over 500 and headed to 600 and 750 after that. Meta always on sale.
avatarJesseRW
08-27
$Taiwan Semiconductor Manufacturing(TSM)$ Good work. It’s a weird mental struggle sometimes in the early days of TSM.  Keep at it and these occasions will happen less and with less intensity. 
avatarJesseRW
08-27
$Box(BOX)$ Crazy anyone sold AH….Someone would have to have manure for brains to sell before the 19th when it gets added to all the EFT’s . Not to mention the guidance in the call was outstanding and more to come at analyst day in a couple weeks
avatarJesseRW
08-27
$BHP Billiton(BHP)$ YTD return negative 18%, pre pandemic, stock was trading in 50s and that is 5 years ago. Dividend yield is semi not quarterly and no stock appreciation. I am in right now, but more likely will get out if it hit 60. There much better companies who have better return on your investment.
avatarJesseRW
08-26
$Palantir Technologies Inc.(PLTR)$ Hard to predict as there are quiet conversations that go beyond the financials. My guess is a 33% chance this time rising to 66% after a good Q3. Regardless, it will happen eventually.
avatarJesseRW
08-26
$NVIDIA Corp(NVDA)$ NVDA usually trades down despite great earnings and growth numbers. This qtr they will report good earnings but dramatically lower growth due to Blackwell issues and reduced AI spending growth at their largest customers. You can find those numbers with a little DD. This will be the qtr when new retail investors will get crushed. Harris may become president on a campaign of hope but investing based on hope is for fools.

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