SummaryIntel reported good quarterly numbers but there are several challenges that can derail any bullish momentum in the stock.Intel stock has outperformed S&P 500 in the year-to-date but it has lagged the tech-heavy Nasdaq 100 index.Intel is trying a number of steps that include improving process technology, expanding foundry business, AI chips, better server chips and more.This will continue to hurt the free cash flow which stood at negative $17 billion over the trailing twelve months, increasing the risk associated with the stock.Intel will need to deliver home run in terms of execution for the next few quarters in order to gain Wall Street’s trust and build a sustainable bullish sentiment towards the stock.JHVEPhotoIntel $Intel(INTC)$ was

I was expecting this quarters loss to be much worse. A lot of people (like me) took delivery at a price that was locked in before the price hike over a year ago. I am wondering if the margins on the Amazon delivery vehicles might be better and if this might be how they were able to offset the losses on the R1 vehicles? Anyways I think this is a very encouraging result, particularly as they work their way through the last of the early pre-order customers, and as the more cost-effective power trains enter the market. I now think they will make it. $Rivian Automotive, Inc.(RIVN)$

5.5 is NOT coming. We got really good healthcare investors on board, loaded with cash, good outlook for cancer treatments and high price targets even before the private placement, this is NOT an offering! $Tango Therapeutics Inc.(TNGX)$

SummaryBerkshire Hathaway bought back $1.4 billion of its shares in Q2 2023, considerably less than in Q1.Warren Buffett considers Berkshire to be undervalued, with an intrinsic value estimated at $823 billion.Berkshire's reduced stock repurchases in Q2 and Q3 may be due to the increase in the price of its shares.Warren Buffett has stated on numerous occasions that he would buy back shares of Berkshire Hathaway only at prices that are below his estimate of their intrinsic value. In Berkshire Hathaway's Form 10-Q for the second quarter of 2023, released on August 5, Berkshire reported that it bought back $1.4 billion of its shares during the second quarter, considerably less than the $4.4 billion it repurchased in the first quarter. Its repurchase program continued in the thi

SummaryDespite an 80% boost in share price year to date, Airbnb's strong fundamentals give the stock plenty of runway to rise higher.Airbnb continues to enjoy double-digit growth in revenue, nights booked, and bookings dollars; while generative both pro forma and GAAP profits.Competitor Expedia's shift to its OneKey Rewards program, broadly seen as a devaluation, may push more market share in Airbnb's direction.The company's push to improve supply in underpenetrated markets is a key growth tailwind going forward.NickyLloydAmid buoyant markets, it's a great time for investors to step back and critically re-assess their portfolios to emphasize picking stocks that can outperform the broader indices throughout the rest of the year. And though tech has largely returned to center stage this

Consensus on 2025F FCF is about $2.2B.FCF generation on top of a very healthy pile of cash on the balance sheet, that is enough to sustain their ambition for years to come.While we mostly look at Sea for ECom and Financials services, they are going to stabilize DE segment at some point in 2024, which will make Sea reported ("blended") rate much stronger.As a huge fan of Mercadolibre and Coupang, i begun to look at Sea as a very nice complementary position. I also notice that the big shareholders like Ark (retail) have disappeared.There's perhaps a pendulum effect at some point. I don't know... what do you think? $Sea Ltd(SE)$

Not a bad time to invest chart shows potential growth. We alerted the BUY signal at $75.5 and we were able to close this one with profit at $83 ✅ $Pinduoduo Inc.(PDD)$ Good luck to you guys, and have fun trading!

As a senior manager in engineering for many years in big techs (e.g., Microsoft $Microsoft(MSFT)$ and Facebook $Meta Platforms, Inc.(META)$), I have hired dozens of tech ICs and many managers. Many of them have been from Amazon $Amazon.com(AMZN)$ or had Amazon experience. The best people I've hired have left Amazon due to one or more common issues, 1) Amazon is cheap in taking care of its employees, 2) The vesting schedule comparatively terrible, 3) the base is very low, especially for people living in expensive areas like the Bay Area, Seattle, NY, etc.Naively it may seem better to keep the base low, keep the crap vesting schedule, and reduce RSUs, but you have