$Nike(NKE)$ Even though $68 is a fair value, I don't see it go lower than $72. I would start buying in low 70s and buy more if it goes lower. I'm sure in a few months it will bounce back to $89 unless there's more bad news.

$Apple(AAPL)$ Nice problem to have.,,That's the story with Apple. The iPhone maker has too much cash on its hands. As of March 30, 2024, Apple's cash, cash equivalents, and marketable securities totaled $162.3 billion. To put that number into perspective, it's greater than the market cap of 450 members of the S&P 500.

$TENCENT(00700)$ $Alibaba(BABA)$How ridiculous. Tencent beats expectations by far, is beaten down and all the other Chinese peers including Baba are smacked even worse. I think best thing to do would be to sell baba now and wait buying it back until the end of tomorrow at least🙁🙁🙁.

Fed Up: 3 Manufacturing Stocks With Sell RatingsSummaryAccording to Powell’s testimony on monetary policy, inflation is again running higher than expected. Next up is Friday’s Jobs Report, CPI on Tuesday, and the Fed decision next Wednesday.Weak manufacturing data, supply chain constraints, and the macro environment have created bearish momentum and decreased margins for some manufacturers.“As the Fed continues to hike, manufacturing is going to be in the crosshairs,” said senior U.S. economist at Barclays Jonathan Miller. I have three manufacturing stocks already feeling the pain.Despite their strong balance sheets, each company has poor profitability and dismal cash, limiting their cushion to withstand a downturn.With factory output already -1.7% from post-pandemic peaks, my three picks’

$Amazon.com(AMZN)$ : Up Substantially This Year, The Rally Isn't OverSummaryAmazon's shares have increased by about 50% since the start of the year.It has maintained leading market share in e-commerce and cloud, two secular growth trends with plenty of tread left.Shares are attractively valued for continued accumulation, though one can never know what the market will do as earnings approach.HJBCShares of cloud and e-commerce leader Amazon (NASDAQ: $Amazon.com(AMZN)$ ) have soared more than 50% since the beginning of the year.Such large price swings, especially for a stock as large as Amazon, aren't common, but many stocks are emerging from an uncommonly brutal bear market for growth and technology stocks

$Tesla Motors(TSLA)$ $Microsoft(MSFT)$ Tesla's earnings miss scared institution to go 100% cash. they pulled out of stocks and will jump into stocks that hit earnings and guidance. i am confident MSFT will boom after earnings 30/7/2024

$Tesla Motors(TSLA)$ Bullish I feel confident of a good earnings report and even better forward looking statements regarding batteries, Tesla Power, and auto sales including references to the cyber truck which is going to be another paradigm shift in the world of personal transportation. As to earnings, since the production volumes held up nicely, all things considered, I expect Tesla to have moved their direct and indirect manufacturing costs off the P&L and onto the balance sheet as inventory. The fact that there was about 20,000 cars unsold at YE 2022 is immaterial to the costs moving into inventory on the balance sheet. The price cuts have already removed the excess inventory and have set the stage for another record year of Tesla BEV

XPeng: Potential Recovery In 2023Robert WayChinese electric vehicle ("EV") manufacturers have not exactly received a lot of love from investors lately: companies like $XPeng Inc.(XPEV)$ (NYSE:XPEV), NIO Inc. (NIO), or $Li Auto(LI)$ have seen severe downsiderevaluations in the last twelve months as COVID-19 lockdowns and overall moderating growth weighed on the sector. Aweak forecast for Q4'22 deliveriesalso weighed on XPeng. However, I believe the selloff regarding XPeng has gone too far, as the electric vehicle startup has lost 75% of its market value, but nonetheless remains on a strong upwards trajectory regarding deliveries. XPeng stock is scheduled to launch 3 new EV products in FY 2023 which could be

Pharmaceutical Biotechnology & Clinical Research Jobs $ImmunityBio, Inc.(IBRX)$$Spdr S&P Biotech Etf(XBI)$ $S&P Biotech Bull 3X Shares(LABU)$ So a company thats got PDUFA on or before May 23 Is hiring but shorts keep pounding the SP two months out. The price was 6.80 in Dec and now 1.50 and little has changed except a 14 mil share direct offering at 3.50 to several institutions. 🤷🏼‍♂️. This is going to run so hard soon!!! Billionaire owner Patrick Soon Shiong already got abraxane approved and sold the company to Celgene. Approval almost certain for the Bladder cancer drug Anktiva. Do your DD. Never invest

$NVIDIA Corp(NVDA)$ the bottom is not in yet. the market will go down further next week. S&P will at least hit 4,700. several analysts have said even below 4500. I believe nvda well go below 600. the support is at 670 for now. the blowout earnings are expected and a good guidance is a given but this is not until late May ...and a rise of a 100 points will bring nvda from 500 to 600.

Alibaba: Valuing The 6 New Companies To Assess True Unlocked ValueSummaryThe Chinese tech giant, announced the unexpected decision to split its operations into six different units, each of which will have its own CEO and the possibility to seek future.With the new split, the management expects $Alibaba(BABA)$ to regain flexibility enabling the new six independent units to be completely focused on innovation and organic growth.After the split, Alibaba's intrinsic value is equal to $542 billion, or $209 per share, a stunning 40% increase from the pre-split value.maybefalse/iStock Unreleased via Getty ImagesInvestment ThesisOn March 28th $Alibaba(BABA)$ , the Chinese tech giant, announced the unexpected deci

$Rivian Automotive, Inc.(RIVN)$ RIVN will soon have orders from other companies once they renegotiate the exclusivity clause. Why kick the bear if they didn’t have interest for more orders. I believe this came about because of Amazon announcing the are staying status quo on order ,which is ok. RIVN is aware of their own capabilities and easily delivering EV’s in near future is attainable. Once a new client is announced this will jump up parabolically. Moreover, The largest auto maker Volkswagen today announced they’re building battery plant in Ontario. Foreign investment starting and North America is their choice. Great for EV makers. Announcements like this will soon pay dividends for RIVN’s supply chain.M

$NVIDIA Corp(NVDA)$ , $Meta Platforms, Inc.(META)$ , $Advanced Micro Devices(AMD)$ , $Alphabet(GOOG)$ all good earnings. Just $Amazon.com(AMZN)$ is lagging. $Apple(AAPL)$ after earnings managed to rebound quickly.Semi conductor stocks stocks generally are the most affected by economic downturns as well as higher rates , and have done quite well.Thus in this bull run crypto will eventually catch up . So $Riot Blockchain, Inc.(RIOT)$ or $Marathon Digital Hold

Summary The widely-followed Ark Invest funds, led by Cathie Wood, have sold out of Palantir. Share sales occurred just a month after big-ticket buys. I believe Cathie Wood is wrong in selling Palantir as the firm is ramping up its free cash flow and has huge revaluation potential. Michael Vi/iStock Editorial via Getty Images In February, Cathie Wood's actively-managed investment funds have sold millions of shares of the software and analytics firm Palantir (PLTR), raising questions as to what the motivation for the trades might have been. While Ark Invest funds are selling out of Palantir, PLTR is one stock that I am buying now hand over fist. Palantir's free cash flow growth is underestimated, and I will bet that Cathie Wood will be proven wrong on its decision to offload PLTR! Ark Invest

Micron: A Bad 2022, A Dire 2023, A Positive 2024Summary2022 was bad for Micron, but 2023 will be worse as recovery won’t happen until 2024.Micron and other memory companies have substantial inventories to work through, causing memory prices to drop significantly.Smartphone and PC data point to the start of a recovery in 2023 that won’t move to positive YoY growth until 2024.Server shipment and cloud capex spend will be less impacted with positive albeit muted growth in 2023.This idea was discussed in more depth with members of my private investing community, Semiconductor Deep Dive.Learn More »OceanProd/iStock via Getty ImagesSince June 2022, the semiconductor memory market is in freefall, and $Micron Technology(MU)$ (NASDAQ:MU) stock is p

$Carvana Co.(CVNA)$ For those that think their goofy vending machine properties can be used for securing a loan will be surprised when you find out they have been sold over the years. Often times for 2 or 3 or 4 times their purchase price to shell companies and then leased back. Daddy owns these shell companies. The Novi, Michigan property is owned by the lawyer for carvana. The long Island property which was purchased for 9.7 million, was sold within a week for over 24 million. Think about that? Who would pay 3 times the fair value for a vend machine property.....daddy. Then he collects rent every month and sonny boy has 24 million to lose selling vehicles below cost to pretend carvana is a growing company. You will soon find out the sham this fa

$ContextLogic Inc.(WISH)$ $Sundial Growers Inc.(SNDL)$ $Vinco Ventures, Inc.(BBIG)$ $AMC Entertainment(AMC)$ If you previously owned 2000 $WISH shares, you now have 66 shares. Likewise, if you had 1000 $SNDL shares, you now own 100 shares, and if you had 800 $BBIG shares, you now own 40 shares. Unfortunately, all of these tickers have experienced a downward trend in share price after a reverse split. I did not vote in favor of the reverse split and am wondering how we can prevent $AMC from undergoing the same process.Source:stocktwits

$Alphabet(GOOG)$ I used chat GPT to impress my father in law with a neat little story. He thought it was fun. Afterwards, I asked chat GPT what sayona has to give to piedmont. After two exchanges, chat gpt told me that while they are in the same sector, there is no relationship. Afterwards, I googled itPiedmont and Sayona confirmed the terms of the spodumene concentrate offtake agreement between SYQ and Piedmont. Under the offtake agreement, Piedmont is entitled to purchase the greater of 113,000 metric tons per year of spodumene concentrate or 50% of production from the NAL project. The agreement also covers concentrate produced from ore mined at SYQ’s Authier Project. Purchases are subject to market pricing with a price