FredLee
FredLee
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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
03-17
I just hope this will not be like AMD where all the bulls were commenting alot on board when it was in 220+ levels and then suddenly shorts took over. I hope same don't happen here as I see a lot of bears posting and then suddenly it starts going up. When Elon was saying a year ago that EV demand was “off the charts,” he kept wildly slashing EV prices. But now that literally everyone in the world knows EV demand is collapsing, Elon suddenly raises prices. I do feel earnings will be very negative and it will fall it will move up I guess before earnings $Tesla Motors(TSLA)$
avatarFredLee
2022-06-17
$Meta Platforms, Inc.(META)$ Last gallons of rocket fuel getting loaded on now. All pouty cry-babies below and beyond are gonna be stuck in their little holes sucking their thumbs while this rocket takes off to the moon and we party in the Metaverse. All aboard, don't miss your chance or you'll regret it.
avatarFredLee
2022-04-01

Xiaomi: An Overcautious Market Opens Long-Term Opportunities

Summary The supply has actually gotten on a long-drawn-out decrease for the previous 5 quarters. This long term duration of decrease might not more than yet, as well as mindful financiers might wish to take a wait-and-see strategy. However, the reduction of macro headwinds as well as the core principles ofXiaomi Corp possibly provide it long-term worth at the existing cost. A collection of headwinds have actually required Xiaomi Corporation’s $XIAOMI-W(01810)$supply to decrease gradually over the previous year or two. As of this writing, Xiaomi is trading at a near-60% discount rate to the all-time high collectionin January 2021. Among the significant headwinds were the united state restriction, which was consequentlyraised, the
Xiaomi: An Overcautious Market Opens Long-Term Opportunities
avatarFredLee
2022-04-24

4 Top Stock Trades for Monday: AMZN, GOOGL, SPY, DIS

It was another tough day on the tap, with stocks getting bullied lower. Downside breadth was intense and bulls are looking for some reprieve. Let’s look at some top stock trades going into the weekend. Top Stock Trades for Monday No. 1: Amazon (AMZN) $Amazon.com(AMZN)$ stock has been getting hit, as it now sits near the $2,880 area. This level was key in the past, although the stock has simply thrashed around it in 2022. If it can’t hold as support, bulls need to be open to the idea that this name will retest the lows, down around $2,700. To be honest, I’m surprised it’s not doing so already, given the action we’re seeing in other names. On the upside, it’s a tough ride. Above $3,000 puts the 10-week moving average in play, then the 21-week. La
4 Top Stock Trades for Monday: AMZN, GOOGL, SPY, DIS
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
05-06
$Alibaba(BABA)$ $Alibaba(09988)$ Guys! I have a question. Statistics show they have $600B in cash, however, it also show negative interest income. If they have $600B in cash, presumably in the bank, how can they have negative interest income unless they are hiding the cash in giganic mattress or something, lol. Can someone make sense out of this for me? If they really have that much cash in the bank, the interest income alone should be huge. So this does not make any sense. I know many Chinese companies hold huge cash pile, which is very unusual and I never felt easy about believing their balance sheet.
avatarFredLee
2022-07-13
many people may not know that this FF91 is a masterpiece that Jia Yueting, the founder of LeTV, cost nearly 3 billion US dollars and took nearly 8 years. According to the plan, the FF91 will start mass production in the third quarter of this year . Now the time has come to July unknowingly, leaving only one month left for the mass production of the new car.$Faraday Future Intelligent Electric Inc.(FFIE)$
avatarFredLee
03-18
What caused the dip in Bitcoin price from $72+K down to $65+K? Some believe it was caused by movement of Bitcoin by long held addresses to the exchanges, or inflation data causing interest rates to remain higher for longer, or lower spot Bitcoin ETF inflows and some of this may be the cause. However, I believe in this scenario which did happen: (“Apparently a fund blew out $1b+ on the MSTR-BTC spread trade. They covered into the close which is why BTC dumped and MSTR premium went to the highs.” “A hedge fund set up a spread trade shortly before the ETF approval: Long BTC & Short MSTR. The idea behind it was that MSTR will fall through the ETF while BTC rises.” This explanation lays bare the hedge fund’s miscalculation, as the actual market response saw MSTR outperformed Bitcoin, necess
avatarFredLee
2022-04-07
GME held its own and ended one of the only in the green, which means its time to get back to195-200 this week….the market has hit red for the last couple of days and now its time to go BIG GREEN….Gamers are able to lift this 35 -50 points in one day….we’ve done it before so lets stop being so negative on this board and DO IT AGAIN!!!!$GameStop(GME)$
avatarFredLee
2022-06-28

The countdown is on: Micron Technology Inc. (MU)

$Micron Technology(MU)$ is priced at $59.91 after the most recent trading session. At the very opening of the session, the stock price was $57.15 and reached a high price of $59.00, prior to closing the session it reached the value of $58.44. The stock touched a low price of $57.13.Recently in News on June 21, 2022, Micron Unveils World’s First 1.5TB microSD Card and Automotive Functional Safety-Certified Memory to Fuel Data at Intelligent Edge. Embedded solutions and partnerships bring Micron’s 176-layer NAND and 1α DRAM innovations to industrial and automotive markets. You can read further detailshereMicron Technology Inc. had a pretty Dodgy run when it comes to the market performance. The 1-year high price for the company’s stock is recorded $98.45
The countdown is on: Micron Technology Inc. (MU)
avatarFredLee
04-24
$MicroStrategy(MSTR)$ Bears repeating (unless you're bearish);Our underlying asset, Bitcoin.Anyone who bought at beginning of ANY cycle made a fortune.Look at increases in a percentage basis.5 bagger?10 Bagger?And remember-There were NO ETF's in prior cycles !!!!!!Cycle 1-2012 Nov 28 $12.50Cycle 2-2016 Jul 9 $638.51Cycle 3-2020 May 11 $8,475.00Cycle 4-2024 Apr 19 $64,700We are just now entering the beginning of a new cycle.How this will affect MSTR if Bitcoin once again, turns a 5 bagger, 10 bagger?Not in one day.Patience my friends.
avatarFredLee
2022-05-12

TSM: Analyst Consesus Above $110. Here's Why.

As of Wednesday close, $Taiwan Semiconductor Manufacturing(TSM)$ stock was down -$0.99, moving down -1.11 percent to $87.83. The average number of shares traded per day over the past five days has been 10,822,440 shares. 1 time new highs have been achieved over the past 5 days, with a -$8.16 fall in that time frame. In the last twenty days, the average volume was 11,735,561, while in the previous 50 days, it was 13,032,222. Since last month, TSM stock retreated -9.98%. Shares of the company fell to $87.01 on 05/09/22, the lowest level in the past month. A 52-week high of $145.00 was reached on 01/13/22 after having rallying from a 52-week low of $87.01. Since the beginning of this year, TSM’s stock price has dropped by -27.00% or -$32.
TSM: Analyst Consesus Above $110. Here's Why.
avatarFredLee
2022-04-26

Starbucks Reaches New 1-Year Low on Analyst Downgrade

$Starbucks(SBUX)$’s stock price hit a new 52-week low during mid-day trading on Monday after Robert W. Baird lowered their price target on the stock from $95.00 to $85.00. The company traded as low as $77.01 and last traded at $77.55, with a volume of 2526 shares trading hands. The stock had previously closed at $78.96. SBUX has been the subject of several other research reports. MKM Partners dropped their price objective on shares of Starbucks from $115.00 to $105.00 and set a “buy” rating for the company in a research note on Wednesday, April 20th. Morgan Stanley cut their price objective on Starbucks from $107.00 to $94.00 and set an “equal weight” rating on the stock in a report on Thursday, April 14th. Barclays reduced their price objective on
Starbucks Reaches New 1-Year Low on Analyst Downgrade
avatarFredLee
04-23
$Advanced Micro Devices(AMD)$ Fellow longs, I always said that anything above the 11/21 ath of $165 was a bonus because it was built on expectations. The stock underwent panic selling and we are in way oversold territorry, but starting with next er the sp will recover. We need 2 or 3 earning reports to show that AMD will gain market share in the AI space. I'm confident that Lisa will deliver, she made all the necessary moves to play a leading role in the AI revolution in the years to come. Next er on 4/30 will show the start of a positive trend, and the stock will gradually rise. I expect AMD to have an "NVDA moment" in 3Q24/4Q24 sending the sp to $250 eoy. The best is yet to come!
avatarFredLee
03-25
Debunking the myth of MSTR being a good leverage bet on Bitcoin: $MicroStrategy(MSTR)$ They don't hold any derivatives of BTC, all their purchases were on the spot marketThe debt they have taken on was never used in a leveraged manner, i.e. like a mortgage - they are always required to have 100% in funds in order to purchase the token. Find me a lender of BTC who will accept a 20% down payment on BTC purchase and I'll wire you half of my next pay check to invest with it.So, the belief that any move upward in BTC resulting in 3x move up in stock price, and the premium over its value are justified is a fallacy.However, there's an actual way of getting leveraged exposure to BTC:Go to CME website and search for micro bitcoin futures (or if you have en
avatarFredLee
2022-06-02

Can Starbucks Corporation (SBUX) Remain Competitive?

$Starbucks(SBUX)$ went up by 2.98% from its latest closing price compared to the recent 1-year high of $126.32. The company’s stock price has collected 4.52% of gains in the last five trading sessions.The Wall Street Journalreported on 05/25/22 that China’s Covid Lockdowns Hurt Sales of Starbucks Coffee, Adidas SneakersIs It Worth Investing in Starbucks Corporation (NASDAQ :SBUX) Right Now?Starbucks Corporation (NASDAQ:SBUX) scored a price-to-earnings ratio above its average ratio, recording 20.53 x from its present earnings ratio. Plus, the 36-month beta value for SBUX is at 0.97. Opinions of the stock are interesting as 14 analysts out of 32 who provided ratings for Starbucks Corporation declared the stock was a “buy,” while 2 rated the stock as “o
Can Starbucks Corporation (SBUX) Remain Competitive?
avatarFredLee
04-25
$Bilibili Inc.(BILI)$ $BILIBILI-W(09626)$ In the grand scheme of things, we're currently just at the beginning of the third upward wave on a weekly chart level. If we compare it to the first wave's increase without considering theoretically surpassing it, after a long period of consolidation and market correction in the second wave, reaching 500 in the third wave would just be passing grade.
avatarFredLee
2022-07-11

What's next for OCBC shares?

$OVERSEA-CHINESE BANKING CORP(O39.SI)$ share price hit an intraday high of S$11.35 on Thursday (7 July 2022) The bank’s market capitalisation is down by 5% in the last one month Analysts envision a 22.3% upside potential for the stock in the next 12 months OCBC stock price: what’s the latest?Oversea-Chinese Banking Corporation (OCBC) shares rallied to a day’s high of S$11.35, after opening lower on Thursday.Singapore’s second largest bank, along with Standard Chartered Bank, announced the completion of its 30-year Singapore Overnight Average Rate (SORA)-based overnight indexed swap (OIS) derivatives transaction.This is the second longest transacted SORA OIS in history, the Business Times reported.‘The successful transaction of the 30-year derivativ
What's next for OCBC shares?
avatarFredLee
2022-05-16

DBS Group Cut to “Sell” at Investment Research

The Investment Research cut shares of $DBS GROUP HOLDINGS LTD(D05.SI)$ from a hold rating to a sell rating in a research note issued to investors on Tuesday. According to data, “DBS Group Holdings Ltd is the holding company of DBS Bank and is one of the largest companies in terms of market capitalisation whose shares are listed on the Singapore Exchange. DBS Group Holdings Ltd and its subsidiaries form one of the largest banking groups in the region in terms of shareholders’ funds and total assets. DBS is also a leading bank in Hong Kong. “ Separately, The Goldman Sachs Group lowered DBS Group from a conviction-buy rating to a buy rating in a research report on Tuesday. DBSDY stock opened at $91.85 on Tuesday. The business has a
DBS Group Cut to “Sell” at Investment Research

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