$Walt Disney(DIS)$ Disney's problem isn't financial, that is the symptom. The problem is that they are in no-man's-land with respect to their customers. I would love to hear someone at Disney tell me what their brand means. 10 seconds, 30 seconds, a few words -- what is the Disney connection to the customer?I think they've fallen into the trap of trying to be all things to all people, and the result is that they are nothing. Boomer customers see them getting away from "family friendly" and "traditional", and have no interest in following Disney to a new place. Young people have no connection to Disney; it's just another stream of entertainment like social media or YouTube... except Disney still operates in the 3 to 5 years to make a sequel mode whe

SummaryWe remain sell-rated on Intel; we think cloud customers' wallet-share shift to A.I. acceleration rather than compute will present significant challenges to its data center business in 2024.We now believe the stock has priced in PC Client recovery, moderating share loss to AMD and on-track execution of its process roadmap of 5 nodes in 4 years.We believe the current macro uncertainty will continue to weigh on consumer and enterprise spend.While we believe INTC can become a competitive foundry in the advanced process, material revenues may take longer to realize as the foundry industry remains in over-capacity mode.We recommend investors explore exit points as we believe the risk-reward profile for the stock has now become less favorable.Telecommunication Chip Processing In IsraelDavi

One can find photos of pitiful Tesla $Tesla Motors(TSLA)$ owners attempting to string extension cords from second story motel room windows. I agree that the necessity of being tethered on long trips is not a plus for EV's. One has only to stage and observe side by side experiences of a gas car and EV traveling long distance, especially for a Colorado ski trip in winter. Overnight the ICE driver has only to shut the car off, register and sleep. The next morning the cars fuel will be exactly the same as when shutdown. That will never be the case with an unplugged EV especially in winter. More and more studies are showing how EV range is drastically over reported. A current lawsuit against Tesla showed computer algorithims greatly over stated actual

I think we have to look into the reason for slower Growth after fsly lost tiktok to oracle . Does it still have shopify on their hand , Amazon $Amazon.com(AMZN)$ ? Their temporary broke down 3 years ago hurt their consumers a lot . Typical loss of market share by back operation .Fsly $Fastly, Inc.(FSLY)$ income is on usage base , net on subscription base , the quality of income do deflate their valuation . How about their cyber security branch .This was a typical ceo wrong guidance compsny , at one time they have buyer at over 100 $ per share . I was told they have the best architecture of Cdn .Cdn means internet traffic. Next year is election year , I hope it helps for their Cdn coverage on media includi

SummaryAlibaba reported a 2.5% year-on-year revenue decline in the quarter ending June 2022.The company will face easier comps in the next few quarters, which should allow it to deliver better-than-expected revenue growth.Alibaba is also facing easier regulatory and macroeconomic environment that can improve its growth trajectory.The revenue share of international commerce is close to double-digit and could increase to 25% by 2030, allowing diversification for the company.The stock is still quite cheap at less than 12 times the forward PE, which makes it a good buy in this expensive market.Alibaba headquartermaybefalse/iStock Unreleased via Getty ImagesAlibaba (NYSE:BABA $Alibaba(BABA)$ ) is trading at close to its lowest PS ratio which shows that

SummaryAlibaba's stock appears to be lost amidst heightened geopolitical tensions.The company is executing on cost optimization initiatives and the results are showing through strong growth in adjusted EBITDA.The company maintains a strong balance sheet with $58 billion of net cash plus a sizable equity portfolio.Management continues to make progress towards its planned spin-offs of various business segments.The catalysts are already in motion for a big upside - but will you notice?CeBIT 2015 Technology Trade FairSean GallupThe bearish thesis against Alibaba (NYSE:BABA $Alibaba(BABA)$ ) is well known at this point, centering around the regulatory risk in the event of rising US-China tensions. But the market seems to be ignoring the clear signals b

SummarySoFi Technologies has executed at a high level since coming to the public market.The digital bank has seen significant growth, with membership rising from 2.2 million to 5.6 million, and a surge in net interest income, benefiting from the Federal Funds Rate increase.SoFi's student loan business, hit during the pandemic, is expected to rebound following the Supreme Court's decision to resume student loan payments, offering a potential $200 billion opportunity.Are you serious?LaylaBird/E+ via Getty ImagesDigital banking company SoFi Technologies (NASDAQ:SOFI $SoFi Technologies Inc.(SOFI)$ ) reports earnings in approximately one week, and I suspect it could set off a new wave of positive market sentiment toward the company.I wrote my original

The Fourth Hidden Gem: NVIDIA's Partner NetworkThe NVIDIA $NVIDIA Corp(NVDA)$ Partner Network offers a diverse array of partner types, each playing a crucial role in delivering NVIDIA technologies to businesses and customers. From Cloud Service Providers to Global Systems Integrators and Independent Software Vendors, these partners form an intricate network that amplifies NVIDIA's reach and impact.Competencies that Drive Differentiation: To thrive in a competitive landscape, NPN Partners participate in specialized competencies that set them apart in the marketplace. These competencies validate their knowledge and expertise in key advanced technologies, allowing them to cater to the specific needs of their customers and target m

SummaryPalantir has seen a strong 2023 with shares increasing by 182.47% YTD and 143.59% since May 5. The company is set to report its Q2 2023 earnings on August 7.The company has expanded its partnerships in 2023 and is expected to deliver strong growth numbers. It has announced deals with government entities in Ukraine and expanded its commercial partnerships with Microsoft and others.I believe that PLTR could be worth over $100 billion in the future, based on assumptions of continued revenue.Annual Allen And Co. Meeting In Sun Valley Draws CEO"s And Business Leaders To The Mountain Resort TownDrew AngererPalantir (NYSE:PLTR $Palantir Technologies Inc.(PLTR)$ ) is one of the most popular stocks, and for many, it's been a wild ride. Since the dir

Has anyone seen what the profile of a 3 row Land Rover Defender 130 looks like? A lot like a Rivian R1S imo. The starting price is $71K for an ICE vehicle. Rivian $Rivian Automotive, Inc.(RIVN)$ 's options are 600-800 HP. Defender is offered 300HP - 493 HP. The 493 HP starts at $116K. How many total land rovers are sold each year? In 2022, 60K vehicles in the USA alone. Land Rover buyers are not Cybertruck buyers nor F-150 buyers. So if you ever have doubts about Rivian demand and its potential market...just look at how many expensive Land Rovers are sold yearly in only one country: USA. Now imagine other similar looking/performing SUV buyers in the USA alone. Will they want an all electric 600HP-800HP SUV? Yes they will.

SummaryBank of America has emerged as a strong investment opportunity due to its robust financial performance, including revenue growth and increased net income.Technical analysis suggests a promising trend for BAC, with the stock price forming a solid base and showing signs of an upward trajectory, indicating a potential for higher prices.The stock price is experiencing a breakout from the inside bar pattern, coupled with a breakout from the falling wedge pattern, suggesting the potential for an upward rally.Bank Of America"s Earning Exceed Analysts" ExpectationsIn the dynamic landscape of the financial services sector, Bank of America Corporation (NYSE:BAC $Bank of America(BAC)$ ) has emerged as a noteworthy investment opportunity. BAC's recent f

SummaryPalantir is striving to build a data platform that prioritizes ease of use and security, and aims to become the operating system for the modern enterprise.The company seems well positioned to benefit from trends in software and AI.Despite a 173% year to date rally Palantir remains at the lower end of their recent valuation range.While significant risks remain, we like the overall risk/reward and believe the stock is at an attractive level for long-term investors.Palantir Technologies headquarters campus exterior view in Silicon Valley. - Palo Alto, California, USA - 2019ThesisPalantir (NYSE:PLTR $Palantir Technologies Inc.(PLTR)$ ) is positioning themselves to capitalize on the future of software and AI. The company is laser focused on buil

SummaryTaiwan Semiconductor announces 2Q 2023 earnings on Thursday and should readily beat its own guidance and consensus.TSMC dominates the semiconductor foundry industry with a market share approaching 60%.TSMC makes NVIDIA’s GPUs for ChatGPT as well as AI accelerators for several other companies that are moving to their own Chatbot services.TSMC is a clear lead in node migration with a 90% share of the <7nm node as well as 90% of its 3nm capacity already sold to Apple.Blue arrows pointing up mock up, success and business growth templatebpawesomeTaiwan Semiconductor’s (TSMC) (NYSE:TSM $

SummaryGoogle investors may rest assured about its moat, since new data indicates Google Search's growing market share at 92.64% by June 2023.Despite the fast and furious adoption, app downloads for ChatGPT and Bing have slowed dramatically by -38% MoM in June 2023, suggesting that the AI hype may be over.Then again, Google Search's paid website traffic has declined by -11.9% to 20.39M by June 2023, potentially impacting the FQ2'23 top-line.While GOOG has been sending more projects to the Google Graveyard, while further rationalizing its headcounts, it remains to be seen if the management may similarly achieve META's improved margins.Investors must also note the potential impact of GOOG's backloaded SBC expenses and increased AI R&D/ capex in FY2023.Google Hosts Its Annual I/O Dev

$C3.ai, Inc.(AI)$ I would strongly suggest that you review contracts signed by Palantir just in the last month alone and how far back the have been developing and using Generative AI. It wasn't a year ago as a hint. They also have major signed contracts and L6 security clearance with the DOD. That's just a clue. C3, not even close to the level of PLTR and a meme stock for traders at this point.

The 80's are no more...The stock has been sluggish the past 2 1/2 years and now is well positioned for an easy double in value within the next 6-12 Months.Anyone selling now and wishing for a huge drop in price for a swing trade, will be much disappointed. Now is a Time to Hold, and Buy all you can. Feel free to save this post and reflect in 6 Months, with a I screamed for all Baba $Alibaba(BABA)$ stock holders to hold in the 90's and Buy all you can Now..This is a Yearly daily Double....

SummaryCoinbase is up near 100% in the last month.Despite the regulatory uncertainty, the company is well-positioned to benefit from institutional adoption.Investors might get a chance to buy the dip at $70-.Pickaxe and shovel on white background. 3d illustrationRawf8Thesis SummaryCoinbase Global, Inc. (NASDAQ:COIN $Coinbase Global, Inc.(COIN)$ ) has been on a tear in the last month, performing even better than Bitcoin (BTC-USD).While the SEC has created some uncertainty over the legality of Coinbase’s business, it remains the best option for institutions to gain exposure to crypto.COIN has strategic partnerships with many of the key players in the industry, and it will likely benefit from the continued regulatory attack on its main competitor, Bi