RandyHall
RandyHall
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$XIAOMI-W(01810)$ 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.
$SoundHound AI Inc(SOUN)$ 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.
$Advanced Micro Devices(AMD)$ 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.
$Coinbase Global, Inc.(COIN)$ i'm stuck bagholding a massive coin position too with an avg basis of 153. it's currently ~40% of my brokerage and i was hoping to get out quickly for a profit in the 160s but woke up to a -10% candle before I could exit. now i'm trapped. i don't really see much in the way of positive catalysts plus you've got the IV crush happening that the ETF news is out. i'm really conflicted on whether I should take the loss or hold it out for a shorter term reversal, but I can't afford to baghold this position very long.
$C3.ai, Inc.(AI)$ Based on what I'm seeing, when the mid-Jan number comes out, it will show another multi-million increase to over 40m shares sold short.All indications are that artificial intelligence is taking off. Chip manufacturers like NVDA are reporting that it's taking off.Consulting companies like ACN are reporting that it's taking off. Companies where job listings are posted are reporting that it's taking off. The big cloud players like AWS and GCP are reporting that it's taking off. It's tough for C3's stock to move higher when shorts are selling millions and millions and millions of shares every couple of weeks. But at some point as artificial intelligence takes off, institutional investors are going to start buy
$TENCENT(00700)$ Bought a lot more shares. Def going to make a lot of money on this stock over next decade. We should get a dividend soon but I have no clue when there ex dividend date is and what the amount is but it should be going up. This stock is great cause otc so no worries about delisting, its a great growth stock it targets zoomer and millenial people, and it also now a value investing stock for value investors. It targets, growth and value investing and china is the future. This a great time to invest into tencent for the long term. You will big returns on your money in the future. If it goes down I will continue to add more.
avatarRandyHall
2023-12-21
$Affirm Holdings, Inc.(AFRM)$ Maintain a bullish position, do not go out, load more, buy, buy, this will fly in the next 6 months, there is no secret formula or magic ball: Only the agreements between Amazon and Walmart will give excellent quarterly results, short sellers know that and Soon they will leave like drain rats.
avatarRandyHall
2023-12-21
$NIO Inc.(NIO)$ Give NIO some time to grow. NIO already has over 2,275 swapping battery stations in operation. As soon as Firefly and Alps sub brands hit the market, their sells will quadruple. I remember TESLA was getting shorted on a daily basis in the early days. NIO is going after BYD and VW in 2024.
avatarRandyHall
2023-12-20
$Advanced Micro Devices(AMD)$ AMD CEO Dr. Lisa Su recently expressed her views on the competitive landscape of AI at the 2023 Code Conference in Dana Point, California. She stated that she is "not a believer in moats when the market is moving as fast as this". This statement suggests that she believes that the field of AI is still open and fluid, and that competitors should not rely on the traditional concept of moats to protect their market share.This view is in contrast to Nvidia's current position as the leader in AI. However, I believes that the next 10 years will be different from the last 10 years in terms of AI development, and that an open-source approach will benefit the industry by allowing for more collaboration
avatarRandyHall
2023-12-19
$Tesla Motors(TSLA)$ The price has recently surged beyond the trendline, accompanied by a substantial increase in trading volume, indicating a robust market movement. The current trend in prices is notably upward, demonstrating a strong and positive market sentiment.
avatarRandyHall
2023-12-18
$NVIDIA Corp(NVDA)$ Okay, let's analyze this quickly.Because the current Bull Momentum of Nvidia is in harmony, we need to wait for the price to react (badly) to the green line on the chart before considering a SELL.On the flip side, since the price is currently respecting the resistance line of the previous horizontal channel, we will have to wait before considering a BUY. (Actually, if you're holding a BUY order from before and set a stop loss accurately - a stop loss level below the green line, you still have a decent profit.)WHAT A WISE TRADER DOES?Kinda boring to remind you of this for the third time in the day, but … stay put may be the best decision.If you're holding a Buy position: Move the stop loss to a safe poi
avatarRandyHall
2023-12-15
$Gaotu Techedu Inc.(GOTU)$ anyway someone said we r buying the wrong stock, that Gaotu jiapin isnt part of GOTU. But i checked their last audited earnings call transcript in Feb 2023 for the annual financials in fy2022, it was stated that Gaotu jiapin was created as another business strategy under GOTU. Im definitely buying the correct stock lol. Otherwise why is GOTU’s larry in their livestream??
avatarRandyHall
2023-12-14
$Advanced Micro Devices(AMD)$ AMD is technologically at par with the more expensive stock, not to mention any other name. Finally the buyers there are selling and investing in AMD. It goes up by $3,000 and the other stock goes down by the same amount. Their investors know they are going to make lots of money selling their stock and buying AMD.
avatarRandyHall
2023-12-14
$C4 Therapeutics, Inc.(CCCC)$ Solid in this range.. moving sideways no problem. We are lower end of the new trading spectrum.. that is between 5 and 12$.. ... 5 day chart staircases 2 days in a row like crazy. One day sideways or slight pullback makes sense. People can see this has value.. look at all price target upgrades. Also after hours proved this still has legs.. big bro and the manipulation happens 10x in AH and nothing crazy happened
avatarRandyHall
2023-12-12
$NIO Inc.(NIO)$ The term for invention patents is 20 years from the filing date. Nio has a total of 5,673 patents globally. These patents belong to 4000 unique patent families. So, none of the Auto companies can copy / duplicate NIO's technology and have to pay NIO for any future use for NIO's patents. Why do you think different Auto companies are trying to be NIO's partner vs building new infostructure. Patent infringement and huge infostructure cost from inception. And finally, Battery swapping is becoming more popular. These are the hidden assets for NIO's success in the future. Please use any search engine to validate.Good luck to you all.
avatarRandyHall
2023-12-11
$Alphabet(GOOG)$ A full OS? They already have ChromeOS Flex and ChromeOS has existing for many years already but only 3.7% traction.Very unlikely if Google comes out with a new full PC OS that it's going to be cheaper and less complex most likely will be a failure, not to forget all the support they have to create and all other technologies would need to update their code to support Google OS lolJust not likely at all and almost every single Google product released has been more expensive and not as good as existing solutions...At least be a bit more realistic on the impact if this even becomes true would be...
avatarRandyHall
2023-12-11
$Sea Ltd(SE)$ lol this is like the 5th time news has come out last few weeks about TikTok reentering Indonesia and stock gets smashed each time. Happening again. Interesting to see if govt tries to stop purchase of Tokopedia since TikTok is doing it to skirt the Indonesian ecommerce rules. Even if they dont, i dont think this is going to meaningfully impact SE especially at this valuation. Long
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.
avatarRandyHall
2023-12-08
$Coinbase Global, Inc.(COIN)$ It's important to note that 30 percent of SkyBridge Capital was bought out by FTX about two months before the exchange collapsed. The firm made significant crypto investments with the tens of millions from that deal, right before crypto tanked even further. Scaramucci recently said that he's hoping that SkyBridge can buy back the stake it sold to FTX. So, it's not too shocking for Scaramucci to be putting "good vibes" out there for crypto so the firm can make a return on their investments.
avatarRandyHall
2023-12-07
$Microsoft(MSFT)$ Any idea why the current downtrend? I don't see anything bad happening. I guess it's just a little correction from the run-up and we need some fresh good news for the AI space in general and Microsoft specifically. Like pick-up of Cloud-customers and Copilot. Anybody think the still not done Activision deal is impacting negatively?

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