RandyHall
RandyHall
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avatarRandyHall
2023-04-14
the strategy they are approaching now its to understand if the credit Swiss have some chance to be an profitable asset anymore.... this is a matter of time can take another few months till gonna decide ..now it's just a standby situation...who understand to buy more and to sell nothing can be very profitable at the end...nothing to lose this is a very big opportunity for everyone... $Credit Suisse Group AG(CS)$ mustache twirl GIF by Archie Comics
avatarRandyHall
2023-09-06
Grab Holdings (GRAB.US) Company Profile: $Grab Holdings(GRAB)$ Holdings Ltd (formerly: Altimeter Growth Corp.) is Southeast Asia’s leading GMV-based superapp, achieving success in e-wallets for food delivery, mobility and financial services in 2020making less losses now. profitability is just a matter of time. In south east asia, $Grab Holdings(GRAB)$ has very strong presence even with heavy competition. Whenever people say E-hailing, they say Grab. Almost becoming a household name. $Grab Holdings(GRAB)$
avatarRandyHall
2023-04-18

BABA,JD and XPEV among pre markets gainer.

Impressive indeed. However xpev stock has been doing not so good as of late. I own both xpev and Li, so would want it to do well also.I like the 0 to 60 in 3 seconds, the air suspension you mentioned.But the downside is 800 V charging network is still being planned to be built out, it will be quite sometime before it is wildly available.As a consumer, here is what I want that is not there:6 seats (it only has 5 seat)600+ miles range (basically no range anxiety and planning around advanced charging stations)Fast charging. 125 miles in 5 minutes is fine, but not as good as L9 which gives you over 660 miles range in minutes at the gas station.I still favor L9 as a consumer. When the reservation line opens in August for xpev, we will be able to gauge how popular it will be. For now my bet is s
BABA,JD and XPEV among pre markets gainer.
avatarRandyHall
2023-05-25

PacWest: Down, But Not Out

After two whole trading sessions the market seems to finally, finally, gets it. PACW is selling assets at discount to generate liquidity. Two deals this week which fully signals that this is the strategy going forward. What's the implication? The liquidity reduces the risk of going under. The discount means that it destroys fundamental value. It's now selling at $7 which is a 70% drop from pre- banking crisis, so I'd say it's a net gain. But it's just a guess. Who knows. What's absolutely certain though, is that the liquidity greatly enhances the appeal of the preferred, and the discount minimally affects it. Yesterday, the common rose much more than the preferred, while earlies today it displays the same pattern. That's totally unreasonable. But it is beginning to correct. As of now the p
PacWest: Down, But Not Out
avatarRandyHall
2023-10-20
$Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ J Huang visited Taiwan again! Both he and TSM CEO confirmed that AI continued to grow strongly going into 2024. TSM did mention Nvda and Amd had unexpected large chip order last month.All info seemed to hint that AMD's upcoming AI products could be very successful!Market hasn't really priced in the good news for AMD yet?As Dr. Su said: "The best is yet to come!"There is news that the chip sector of tech is close to bottoming that is why TSMC and GFS are up . Let’s see if they follow thru .
avatarRandyHall
2023-10-25
$NVIDIA Corp(NVDA)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ MSFT report is very promising and GOOG, though did not impress the market, also reported promising AI segment results. The cost of AI implementation was brought up on CNBC but their cost is NVDA's revenue or aka NVDA's license to print money...
avatarRandyHall
2023-12-08
$Coinbase Global, Inc.(COIN)$ This day to day stuff may be exciting for short term thinkers.... This COIN / BTC combo is a long term investment for many of us... The day to day stuff really doesn't matter. Let's see where we are in March and April. Sticking to the long term play here.
$Advanced Micro Devices(AMD)$ Very dangerous to continue to hold at the top. Sector is crashing. Intel crashing will take all Ai down hard this week. Take profits. Lock some in. You can’t lose by taking money out. Do it ok? Save your money. Let’s do this together.
avatarRandyHall
2023-06-19

Meituan vs Douyin

At the beginning, I thought that Douyin might be a threat, but later I felt that Douyin inspired Meituan’s hot spots...Meituan will be more accurate in doing this, because after customers stock up on Meituan, when I want to use the coupons, I directly Click on the coupon and jump to the takeaway page of the store. After the delivery is completed, it will be delivered instantly by the rider, and Meituan can deliver it quickly. In the end, Douyin vs Meituan returned to the experience of instant retail. It is impossible to control the delivery quality, I think the final thinking is that Meituan wins $MEITUAN-W(03690)$
Meituan vs Douyin
$XIAOMI-W(01810)$ This is a market that can’t make much of money without innovation and scales. Xiaomi can’t differentiate their cell phones from Huawei, Samsung and Apple to make good profits or to increase market shares. It is a bad business model that they are taking to sell cars cheap for niches.
avatarRandyHall
2023-08-22
Tupperware is an international brand, they will come back with a new strong format. Their products are sustainable and that is just the future.we will have a Tupperparty come and join us burning some Shorts as SI is over 30% and Tutes and Insider hold 63% $Tupperware(TUP)$
$SoundHound AI Inc(SOUN)$ Nuance and Shazam sold out because it was easy money and clearly the innovation part died. Sound keeps going because they have great engineers and management that understand what innovation can do for society. They clearly believe in their technology and that's why they won't sell. Even if Nvidia or any other tech company offers them a price they can't refuse, they still won't take it. Sound would've already sold out if they really wanted to.
avatarRandyHall
2022-03-20
I have invested in $(TSLA)$ for 4 years. It’s a great company, the growth is insane, the margin is fantastic, their methodology to build cars is systematic. I don’t need charts to tell me this is the company which is a long term winner. Good luck everyone, then we don’t need it because the company is fantastic
$Affirm Holdings, Inc.(AFRM)$ This company generates revenue through business networks and virtual card networks, among other things. I wouldn't normally look favorably on this kind of virtual product, but who's to say?
$Microsoft(MSFT)$ Apple $Apple(AAPL)$ needs to buy ChatGPT service with OpenAI from Microsoft, 90% of OpenAI's revenue will go back to Microsoft, and if there is a problem with the function, Apple and OpenAI will share the burden together, so Microsoft doesn't need to take the whole responsibility and can easily get most of the money, so it's literally lying down and earning handful of money. Boy, I sure envy that.
avatarRandyHall
2023-07-11

Call me crazy... but META to $21

This is probably my hottest take I will probably ever have but here it is... META is going to $21 all the way back 2013 prices. This to me looks like a bigger scale of Elliott Wave here. W1 on the macro scale was from 2012-2021 for just W1.... and the way everything is going in the world and how business can't afford employees anymore and people are slowly losing their net worth as rates and cost of food and living keep increasing while wages are stagnant at. It all correlates in my opinion. This macro W2 we are in and have been in we just don't see it is going to get ugly once this C wave comes alive. The B wave we are in could last longer but we are in the region which is drawn on the chart of the fib levels to where we see a reversal to the downside.I would not be a buyer on this stock,
Call me crazy... but META to $21
avatarRandyHall
2023-07-04
In my view, Baidu shares appear to have formed a solid base in a long-term support area, and this price structure for the stock highlights the potential for significant upside. $Baidu(BIDU)$
avatarRandyHall
2022-03-21

Is Li Auto Stock A Buy As Beijing Eases Regulatory Pressure?

Shares of Chinese electric-car maker Li Auto stock skyrocketed by triple digits just months after its July 2020 Nasdaq debut, as Wall Street placed big bets on EV stocks and the future of mobility.Li Auto($(LI)$) and its China EV peers are showing tremendous sales growth, with Li flirting with profitability. But they've had a rough start to 2022. Is Li Auto stock a buy now? Founded in 2015, the Beijing-based company competes directly withTesla($(TSLA)$) andNio($(NIO)$) in the high-end EV market. The company debuted its first and only model, an electric hybrid SUV called the Li ONE, in December 2019. That vehicle carries a price tag ranging from $29,000 to $76,000 and was one
Is Li Auto Stock A Buy As Beijing Eases Regulatory Pressure?
avatarRandyHall
2021-07-13
How are the $AMC Entertainment(AMC)$ apes doing? Are we still hanging tight?  $GameStop(GME)$
avatarRandyHall
2022-03-15

Why AMC Entertainment Is Falling Today

The theater operator has failed to gain much traction despite improved box office showings.What happened Shares ofAMC Entertainment($(AMC)$-5.17%)are falling 2.2% as of 11:13 a.m. ET on Monday despite there being no specific news pushing the shares lower. The move is following a pattern established last summer when internet stock traders pushed themovie theateroperator's highly shorted shares to unreasonable heights during a meme stock trading frenzy -- it hit almost $73 a share last June -- only to see their value subsequently collapse. So what AMC should have gotten a boost from the debut ofThe Batmanmovie two weeks ago, which opened to a $128 million weekend and raked in another $66 million this past weekend, according to BoxOfficeMojo.com. The fil
Why AMC Entertainment Is Falling Today

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