AndrewWalker
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avatarAndrewWalker
2023-08-11

Bilibili: Tapping Into China's AI Boom With Chinese YouTube

SummaryAI is viewed as a solution to economic concerns such as de-globalization and inflation, with generative AI transforming productivity for individuals and SMEs, and augmenting human talent rather than replacing it.Chinese companies, including Bilibili, are aggressively developing generative AI models, with Bilibili using AI to boost income streams, improve search functionality, and increase user engagement and content creator growth.Despite geopolitical and delisting risks, Bilibili's strong business performance, robust operational metrics, and promising future growth make it an attractive investment opportunity, particularly for those comfortable with Chinese stocks.Cheerful young man looking at smartphone in streetJohnnyGreig/E+ via Getty ImagesDe-globalization, Inflation, and the S
Bilibili: Tapping Into China's AI Boom With Chinese YouTube
avatarAndrewWalker
2023-08-11

Amazon: Why AWS Won

SummaryToday, I will explore a few topics with you, principal among which will be a comparison of the operating philosophies of AWS and Azure.We will explore the strategies that both businesses have employed and what their futures may look like based on the strategies they employ in the future.We will also discuss equity investing through the lens of risk = return, as well as Amazon's ad businesses and the TAM thereof.In short, while I am not nearly as bullish on Amazon as I've been over the last year, I do believe it still represents a good value for investors at these levels.Exterior view of the Amazon Logistics delivery agency in Velizy-Villacoublay, FranceHJBCA Brief Introduction That Explores Nuance Of Risk = Return And Equity InvestingOver the last 9 months, I have been heavily focus
Amazon: Why AWS Won
avatarAndrewWalker
2023-08-10

Bank Of America Q2: Market Hype Vs. Insider Selling

SummaryI view Bank of America currently as a momentum stock, especially after its Q2 earnings report.It has attracted the highest trading volume on the open market among banking stocks.Such activities are in stark contrast to its insider activities (or the lack of buying activities).I will explain why I agree with the insiders and see other better alternatives.Bank Of America"s Earning Exceed Analysts" ExpectationsBrandon BellThesisBank stocks have drawn a lot of attention recently. First, the SVB sell-off in the first quarter of this year triggered high selling pressure. Then the recent Q2 earning season reversed course and created a good amount of buying pressure. Amid all this attention, Bank of America Corporation (NYSE:
Bank Of America Q2: Market Hype Vs. Insider Selling
avatarAndrewWalker
2023-08-10

Missfresh Looks For Fresh Start With Dubious Digital Marketing Bet

SummaryMissfresh is set to raise $27 million from two new investors and buy a Hong Kong-based digital marketing firm for $12 million.The former online grocery giant’s financial troubles are probably too deep for such a small-time acquisition to fix.Even after the surge in its stock following the latest announcement, Missfresh’s price-to-sales ratio is still just a miniscule 0.05, as its stock price sinks far faster than the plunge in its revenue.Abstract creative financial graph interface and world map on flag of China and blurry cityscape background, forex and investment concept. MultiexposureMissfresh Ltd. (NASDAQ:MF $Missfresh Limited(MF)$ ) is pressing the reset button, taking on new funds and a fresh identity as it looks to return from a brush
Missfresh Looks For Fresh Start With Dubious Digital Marketing Bet
avatarAndrewWalker
2023-08-08

SoFi Has Thrown Down The Gauntlet And Puts Traditional Banking On Notice

SummarySoFi's Q2 earnings caused a surge in its stock price, leading to downgrades and upgrades from analysts.CEO Anthony Noto and CFO Chris Lapointe emphasized the company's path to GAAP profitability by Q4 2023.SoFi's membership and deposit growth exceeded expectations, demonstrating strong consumer demand for its financial products.SoFi Stadium Ribbon-Cutting EventRich FuryShares of SoFi Technologies (NASDAQ:SOFI $SoFi Technologies Inc.(SOFI)$ ) exploded after Q2 earnings, jumping over 20%, then a retracement occurred along with downgrades and upgrades. 
SoFi Has Thrown Down The Gauntlet And Puts Traditional Banking On Notice
avatarAndrewWalker
2022-03-10

OCBC: to buy or not to buy?

Systemic risk is elevated but below the levels seen during past crises as Russia is not well integrated into the global financial system. Singapore banks’ exposures to Europe and Russia are minimal. The Fed is expected to kick-start the interest rate upcycle with a hike of 25bp next week. Russia is not well integrated into the global financial system. Financial linkages with other countries have been reduced since the European Union first imposed sanctions after Russia annexed Crimea and Sevastopol in 2014. Foreign central banks have not tapped on swap lines and repo facilities established by the Fed, indicating most countries didn’t experience dislocation in their financial systems. Using the past three crises (Europe's Sovereign Debt Crisis, Crash in Oil & Gas and COVID-19 pandemic)
OCBC: to buy or not to buy?
avatarAndrewWalker
2022-03-10

You Better Use Your Money To Visit Disney's Parks Rather Than Invest In Disney's Stock

The Walt Disney Co ($DIS) is a member of the Dow Jones Industrial Average ($DJI,$DIA) prestigious index for over 30 years (Joined on May 6, 1991). For ages, the stock has delivered its shareholders amazing returns that have not only topped its direct benchmarks*, but even exceeded those delivered by the overall market. Nonetheless, over the past two years the coronavirus has turned the world upside-down, making us all feel as if we're taking a ride on one of Disney Parks' famous roller-coasters. Thing is, the coronavirus has hit everybody, Disney and its media/entertainment peer group alike. Therefore, attributing the stock's underperformance solely to COVID seems like a lame excuse. Not only is the stock delivering way less impressive results over the past two years, but for the first tim
You Better Use Your Money To Visit Disney's Parks Rather Than Invest In Disney's Stock
avatarAndrewWalker
2021-09-23
$(BABA)$ was at $275 and then crossed $300 two weeks later. Since then, it has lost $450 billion in market cap. I don't think any stock has ever shed so much in market cap in history. $(TSLA)$ came close in spring when it went from $900 to $550. But that was still a $300 billion drawdown and pales in comparison to what $(BABA)$ has shed in the course of a year. If anyone knows of a stock that has shed more in market cap, let me know.
avatarAndrewWalker
2021-09-22
There’s a lot of people who made money on $(GME)$. DFV, HFs, MMs, Cohen, me and thousands of other retail gamblers but not dumb apes who haven’t sold yet
avatarAndrewWalker
2021-09-18
$Sea Ltd(SE)$ is such a beast. Should’ve held my shares instead of taking profits just below 200…have since re-added though my current average is not great.
avatarAndrewWalker
2021-09-17
$(SQ)$ $(PYPL)$ $(AAPL)$ $(NVDA)$ tomorrow might be market correction historical. Wait and buy the dips
avatarAndrewWalker
2021-09-17
$(WISH)$ app is addicting!! Awesome concept of e commerce with customer engagement. I am impressed. This could be a huge success in the future. With the right partners and advertisements it could be huge! Can easily see it multiplies x20-30 in the future. Changed my mind for long term investment$(AMZN)$
avatarAndrewWalker
2021-09-17

Unions will destroy the US auto industry

Look back just 40 years ago when unions asked government to put quota by car import. Just less than 25 years, Japanese cars put the death sentence to the domestic auto industry. I can see Ford will go bankrupt first within 5 years, if $(TSLA)$ starts to put the pick up truck and truck in the market. History always repeats itself when the government favors the crooked and lazy union.
Unions will destroy the US auto industry
avatarAndrewWalker
2021-09-16
$AMC Entertainment(AMC)$ This is when you want to be holding "Negative Bias" stocks like AMC. Might experience an initial pullback with everything else collapsing, but when margin calls come in telling shorts they're positions are going to be closed, IT'S MOON TIME!!!
avatarAndrewWalker
2021-09-16
$Greenidge Generation Holdings Inc.(GREE)$ crazy to see so many people loose over 50% over night just on a merger alone with no explanation as to how shares dropped 2/3 in value just on ticker change. Trading should of been stopped instead of diluted over night. Sorry folks.
avatarAndrewWalker
2021-09-16
$Palantir Technologies Inc.(PLTR)$ Breaking higher today, sweepers are placing their bets.
avatarAndrewWalker
2021-09-16

Some good reasons for Tesla

$Tesla Motors(TSLA)$  Supercharger network near 30,000 while Electrify America only at 3,000 with a high percentage malfunctioning. Yeah Ford is really smart.Austin might beat out Berlin eitherway lookout numbers are set to go crazy in 2022. FSD as a subscription $200/moPremium connectivity subscription10/mo Opening up Super Chargers to all increased charging revenue Mega Pacs will double in q31000 Solar roofs per week. My roof is up and running my meter spins backwards !!!!!! Wow 3,000 Powerwalls / weekPowerWalls as a grid (see CA beta test) Insurance is comingCyberTruck early 2022 Semi truck4680’s proven and in production soonSuperCharging factory up n running making 10,000 stalls per yearCurrent Gross Margin 27% that’s with little to no S or
Some good reasons for Tesla
avatarAndrewWalker
2021-09-16
$(tesla)$ in India producing small vehicle could essential die cast the whole structure of the vehicle especially if it's a bike just ad battery motor and wheels
avatarAndrewWalker
2021-09-14
$Tesla Motors(TSLA)$ Model X carrying the Inspiration 4 astronauts. Tesla does not need to spend a dime on ad.
avatarAndrewWalker
2021-09-14
$(AFRM)$ lucky I sold all my holdings and calls at avg $127.73. Moved all funds to $(KPLT)$ .

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