FredLee
FredLee
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avatarFredLee
14分钟前
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I own 5.5% T-Bills and 6% CDs. My largest stock holding is Google. With exception of 2022, for multiple years, GOOG has significantly outperformed T-Bills and CDs. I 💕 holding GOOG since $45. I believe we eventually see $250 and membership as a DOW30 stock.
avatarFredLee
05-14 19:00
$Marathon Digital Holdings Inc(MARA)$ It looks to me like we are set up for a short squeeze.Front runners showed up for the S&P 600 listing and drove the price up.Upon listing, the play, as I have said before, is to short the stock and that happened.The problem for shorts, is that they need the SP to go down for some reason other than their short position. Typically, that reason would be bad news, or maybe just the fact that the SP is going down, without any good news. MARA had good news. According to the TTM EPS, MARA should be trading at $42 with a 20 multiple, $21 with a 10 multiple, yet MARA is trading with an 8 multiple.So, nobody wants to sell a stock that is so undervalued, when the entire thesis for investing
avatarFredLee
05-14 18:44
$Apple(AAPL)$ Apple will surely be able to profit more on consumer devices than most companies. Apple controls its whole stack of hardware and software for better integration. Consumers can go to Apple stores and be shown how to use features. Apple also has a wealthier client base willing to pay for A.I. features if it comes to that. Apple hardware has the processing power to run A.I. on older models than most companies thanks to the Neural Engine a available on recent Apple Silicon. I believe Apple will be able to monetize A.I. better than most consumer companies. That's just my opinion for what it's worth. I'm not worried at all about Apple being called an A.I. laggard as it's still early yet if A.I. is that important l
avatarFredLee
05-13 19:27
$Novavax(NVAX)$ Shorts control this stock, like AIPAC elected politicians, control America. Well, we are all short squeeze ready. AIPAC even got rid of JFK as he was against the USA being controlled by AIPAC and they got away with it.
avatarFredLee
05-13 19:20
$Palantir Technologies Inc.(PLTR)$ Who knows more about the Palantir's current situation: Peter Thiel the Billion investor who funded Palantir initially now selling $275 Million Palantir on 5/7, after the big Crash, or the illegal "Jose" from Guatemala?? If Peter Thiel saw the slightest chance of recovery, why would he rush to sell 3.5 Million shares of Palantir at $21 a share after the Crash??Once it stabilizes, one or more prominent Wall Street institutions will recommend with a buy or strong buy (or maybe a "conviction buy") and we'll be off to the races toward 25+. It will be an easy 12-15% on your money. After 25.50, then investing comes into play and that's something I don't know anything about. Isn't this fun!
avatarFredLee
05-10
$Tesla Motors(TSLA)$ I will be thrilled when the day arrives that Mr Musk appears with Noland Arbaugh and an Optimus bot to demonstrate how Optimus can be controlled by Mr. Arbaugh's thoughts, via 'Neuralink', his thoughts sent to move the bot around a room, like the chess pieces on a computer board he has already shown he can control to his will and to also select from preset tasks, such as fetching a coffee, for his assistance as well. It will be too late for you to begin making investments in Tesla out of admiration.
avatarFredLee
05-10
$Tesla Motors(TSLA)$ Collapsing Tesla is getting rid of employees, getting rid of its Supercharger Network division, getting rid of new hires, getting rid of its Marketing & Advertising division (just months after creating it), getting rid of all its top executives, getting rid of its New Cars division, getting rid of interns, getting rid of its actual Supercharger Network, getting rid of… well, you get the idea.
avatarFredLee
05-10
$NVIDIA Corp(NVDA)$ Market not done much and nvda up 84 percent and was even higher since start this year .Earlier post you mentioned netflix only 30 percent.. Technologists as opposed to just considering earnings reports and balance sheets believe that revenue will increase substantially and 8000usd on moderate projections or could be alot more by 2030 Only is first wave ai900 plus tomorow, songster salti saysBebe rexha, Florida Georgia lineIf it's meant to be, it will be, it will be, baby, just let it be. If its meant to be, it will be, it will be, baby just let it be. Ride with me, ride with me , see where thing goes....
avatarFredLee
05-08
$TENCENT(00700)$ This year, Tencent's gaming revenue from overseas markets is expected to exceed 35%. Supercell's growth is likely to surpass 50%, with annual revenue exceeding 20 billion. Additionally, Tencent is launching some new games globally this year, like Delta Force and Tarys, and seeing a strong comeback of its older overseas games. With all these factors combined, Tencent's overseas gaming revenue is projected to reach around 650 to 700 billion this year.
avatarFredLee
05-08
$Apple(AAPL)$ Apple AI will work within the Apple enviornment as a personal assistant and for protection and security. Outsiders will not have these options and be subject to malicious intents.Thanks Apple been with you since 1984.
avatarFredLee
05-08
$Walt Disney(DIS)$ Disney now makes me want to puke. Just the thought of how they have taken advantage of the people for years now, as well as children turns my stomach. Can't take this company or any of their products. Won't go to Disney or buy anything from them whatsoever. Glad of their demise. Couldn't happen to a better company. DIS was crazy over-priced to begin with... It will settle to 2023 levels again--nothing has changed---streaming is a loss, the studios are a loss---they will barely release a handful of movies....anyway, families are dropping Disney---it's not even close to the same "magical" place it used to be.
avatarFredLee
05-07
$Palantir Technologies Inc.(PLTR)$ A short traders dream. Looking back now at the last two quarters, I believe that the CEO is all hype and pump job. I believe that this stock has a lot more to go down. Cramer said it is way ahead of itself. I see it dropping to the mid teens.
avatarFredLee
05-07
$Advanced Micro Devices(AMD)$ $162 to $142 on garbage earning and weak forecast and back to $155 for a PE of more than 3 x times industry 's average with ZERO growth and always behind the gameAMDump money = Hedge Funds SCAMBut AI demand validated with big techs ERs. Apple, the richest kid in the class needs to play a catch up in AI if it wants to sell its devices and services in a sustainable manner. TSMC’s advanced capacity has been fully booked by Nvidia and AMD. The high beta AMD now is beta-ing back.The AMD Radeon RX 8900 XTX was going to be amazing, suggests leak
avatarFredLee
05-07
$Advanced Micro Devices(AMD)$ I have to say it as I see it folks.If you're shorting AMD. Maybe stock market is not right for you. Wait for computex announcements and see.It's not a stock to short guys it just is not.Don't pay any attention to the red in after hours! It's Fake! It will be green in pre-market and regular trading hours tomorrow! Yes we will close Green again Tomorrow!!!!!!
avatarFredLee
05-06
$SUPER MICRO COMPUTER INC(SMCI)$ all you have to know is: grace blackwell and were first in line to get.nvda and amd will help fill in any holes in the engineering/management and youhave gold-man on the finance side. too big to fail.Super Micro Computer is gaining share in the AI server market.
avatarFredLee
05-06
$Alibaba(BABA)$ $Alibaba(09988)$ Guys! I have a question. Statistics show they have $600B in cash, however, it also show negative interest income. If they have $600B in cash, presumably in the bank, how can they have negative interest income unless they are hiding the cash in giganic mattress or something, lol. Can someone make sense out of this for me? If they really have that much cash in the bank, the interest income alone should be huge. So this does not make any sense. I know many Chinese companies hold huge cash pile, which is very unusual and I never felt easy about believing their balance sheet.
avatarFredLee
05-06
$Microsoft(MSFT)$ MSFT won't see $450 or $500 anytime soon, but increasing share buyback, dividend, and/or a stock split will, or MSFT will continue to be one of the most shorted stocks around and it shouldn't be. As it creeps up, shorts sell into it - it's just a sitting duck with no protection. I can see why some of its executives have sold over $95M of their stock in the last 6 months with none buying any at all. MSFT stock's to the point where one of our cheerleaders thanked AAPL for raising MSFT's share price, what a conundrum!
avatarFredLee
04-29
$Sea Ltd(SE)$ Loving the price action lately. Analyst upgrades coming after the fact, as always, but it's still a solid buy at this price. I bought 8 times around $35 so I'm not buying more ATM. I see this reaching at least $90 this year.
avatarFredLee
04-29
$Palantir Technologies Inc.(PLTR)$ Early, you nailed it, and I believe that those of us who’ve “hung in there” and hang on, will in effect, prosper to the chagrin of “smart money”. This company is not a ruse, a pretender in the software world. Compromised analysts can’t stop smart retail money. Ives called it —- we got here first.Gotham started it. Foundry set the commercial stage…..and so it goes on and on. Personally, I’m in for a crate load because Palantir is delivering on its promise. 8 days and counting…..
avatarFredLee
04-25
$ARM Holdings Ltd(ARM)$ Microsoft (MSFT) $Microsoft(MSFT)$ intends to triple the amount of GPUs it has this year, having set an internal target of 1.8M GPUs by December 2024, Business Insider’s Ashley Stewart reports, citing a document. The company is aiming to make generative AI faster, better, and cheaper, but the effort requires the company to buy the chips, primarily from designer $NVIDIA Corp(NVDA)$ Nvidia (NVDA), the author notes Means ARM’s CPUs in these chips!

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