zingzy
zingzy
Makes small, regular investments in the US stock market.
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avatarzingzy
2022-07-07
$Palantir Technologies Inc.(PLTR)$ In order to arrive at a fair value for this polluted Company, we are modeling 5B shares outstanding or roughly twice today's fully diluted share count, so that we may discount back into the stock price.The good news is with that assumption the share price is fair right now. What a travesty it remains to keep printing so many shares.We don't think the CEO KARP cares sufficiently to know that he needs to change that asap.
avatarzingzy
2022-06-27
$TWTR MUSK WILL SURELY BUY TWITER.HOLD YOUR SHARES AND BUY MORE AND MAKE 20% ON PRICE DIFFERENTIAL.Elon is a genius and he knows how to pick his fights and will most likely prevail but his adversaries are also powerful BILLIONAIRES.THIS WILL BE A FREE ADVERTISING OUTLET FOR ALL THE COMPANIES IN HIS EMPIRE.$54.20 is very realistic!$Twitter(TWTR)$
avatarzingzy
2022-05-19

NIO: Bottom Fishing Time? Not Yet

Summary I see NIO stock as a “hold” under its current conditions despite the recent large price movements. Its stock price has more than halved YTD and its valuation is at a historical low. Looking forward, it enjoys several strategical long-term assets: China’s determination to expand EV deployment, its branding power, and scale. However, I am yet to see it translating its expanding scale to a reduction in its unit cost and a boost in cash flow. Thesis The stock price for $NIO Inc.(NIO)$ in China suffered a 56% price decline YTD, underperforming the Shanghai Composite by almost 40%. Such a large price correction has brought the NIO stock price (together with otherEV players such as Li Auto (LI) and XPeng (XPEV)) to a multiyear low as you can see from
NIO: Bottom Fishing Time? Not Yet
avatarzingzy
2022-04-06

US chipmaker Intel suspends all operations in Russia

San Francisco, April 6 (IANS) Chipmaker Intel (NASDAQ:INTC) on Wednesday said it has suspended all business operations in Russia, a month after announcing to stop shipments to customers in Russia and Belarus in the wake of Ukraine invasion. Intel said it continues to join the global community in condemning Russia's war against Ukraine and calling for a swift return to peace. "Effective immediately, we have suspended all business operations in Russia. This follows our earlier decision to suspend all shipments to customers in Russia and Belarus," the US tech giant informed. Other tech companies that have taken action in Russia are Apple (NASDAQ:AAPL), AMD, Adobe (NASDAQ:ADBE) andGeneral Electric(NYSE:GE). Spotify, along with media outlets like CNN, ABC and the BBC have suspended services in
US chipmaker Intel suspends all operations in Russia
avatarzingzy
2022-04-26
GOOG has had around 14-17 quarterly estimate revisions higher over the last 3 months. Now I have a sizable long position that I've been building for many years. I don't plan to sell for another 20yrs at least, so it makes no real difference to me, but one thing I've learned is that you don't bet against GOOG. It has a PEG of 0.84 and hasn't had a PE Ratio this low in over 5 years! This is one the best buying opportunities ever in the history of this stock. IMO, this is one of the greatest tech companies of all time, with possibly the highest future potential in so many industries. GOOG not only has one of the best balance sheets in tech (with MSFT), but in the entire market! A cash flow generating beast of a cash cow in a position to easily handle the worst of times and excel the most in t
avatarzingzy
2022-04-24
$Visa(V)$ I understand the headwinds with inflation, Ukraine etc....but look at the travel stocks all saying the business traveler is coming back. Flights are full, convention ctrs booked through 2022/23, coupled with the already strong leisure travel....Visa should start to get back to and break $230, and start the rise to $260. This ER may have some soft number which is already in the stock price, but the guidance should be very strong as the business travelers are coming back.
avatarzingzy
2022-04-27

Stay Away From Alibaba Until Headwinds Clear Up

Amid heightening stock market fears, investors are circling back to $Alibaba(09988)$($Alibaba(BABA)$) issues. The Securities and Exchange Commission’s threats to delist Chinese companies returned last week. Last month, China reassured investors by ordering domestic firms to open their financials to auditors. That created the biggest one-day rally in BABA stock and others. That included $Pinduoduo Inc.(PDD)$$Baidu(BIDU)$ and $JD.com(JD)$. Since that mid-March rally, those stocks have faded. More recently, worries about $DiDi
Stay Away From Alibaba Until Headwinds Clear Up
avatarzingzy
2022-07-25

DBS keeps 'buy' on UOB and OCBC while largely positive on Singapore banks

DBS Group Research analyst Lim Rui Wen is overall positive on Singapore banks, with ‘buy’ ratings as they look set to “benefit strongly” from the Fed rate hike cycle.Lim has kept her “buy” calls for both Oversea-Chinese Banking Corporation (OCBC) and $UNITED OVERSEAS BANK LIMITED(U11.SI)$.In her report dated July 22, Lim observes that the banks’ net interest income (NII) will bolster 2QFY2022 earnings as net interest margins (NIM) continue to expand. Banks’ management have guided for positive net interest income contributions on the back of higher interest rates.During the 1QFY2022 ended March, DBS, OCBC and UOB saw improvements of 3 basis points (bps), 3 bps and 2 bps q-o-q respectively as loans started to be repriced.“With the average three-month
DBS keeps 'buy' on UOB and OCBC while largely positive on Singapore banks
avatarzingzy
2022-04-07
RBLX announced a deal w Chipotle and the market still does not get it? Every major brand and company is trying to do a deal with RBLX. 50 million kids on the platform daily. Brands and businesses can not even reach 50 million kids with the highest priced super bowl ad. Wake up wall street!$Roblox Corporation(RBLX)$
avatarzingzy
2022-05-30
SPXL is a good alternative to SOXL but hasn't performed as well in the long run (+30% vs +48% 10 year returns). SOXL is more volatile but has more potential. Simply a risk/reward fact. The betas for both of these reflect that. Either one is fine depending on your tolerance for price swings.$Semiconductor Bull 3X Shares(SOXL)$

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