$NIO Inc.(NIO)$Tesla s robotaxi is looking promising, but it is way too early to start investing. Its going to take time, and during that time it could be that a new player emerges that might just do better. I am waiting it out . Small investments into new players might bring us further than one big bet. isnt that why we invested in Nio ?
$HSI(HSI)$Hang Seng will have a pullback after the recent run up. Possible pullback to around 21800, than it might recover back. we may see 23500-24000 by year end trade with cautions, don't read too much into market nor time the movement take care
$Faraday Future Intelligent Electric Inc.(FFIE)$seems investors haven't figured out the good news yet. ... notes and warrants have already been sold so that's all already absorbed by the market, meaning no further dilutions now.very very bullish!!!
$SUPER MICRO COMPUTER INC(SMCI)$ Wake up all SMCI followers, this is NOT Nvidia $NVIDIA Corp(NVDA)$ who is making real money (75% gross profit margin), this one is a white box assembly company, they need large amount of cash to buy Nvidia's GPU chips and others' PCB, they are pure labor workers with almost no technology, who are barely getting a small pay for their labor work with almost no profit (even with accounting fraud, only 7~8%, gross profit margin)
$Zscaler Inc.(ZS)$ I do believe this is an opportunity for those who have cash and have been waiting for an entry point. SP500 could pull back another 8-10% in Sept and ZS will tank with it. Just be patient. $160s is not a dip, not at all. Go longs!
$Amazon.com(AMZN)$All the blame should go to Jeff because since he sold his share this stock starts to go down this is $200 stock . Jeff is responsible for poor performance because of what he did . He acts like he doesn’t have any money . Poor and senior people losing their lives money because of him. Shame on you.
$Taiwan Semiconductor Manufacturing(TSM)$See what happened to Intel $Intel(INTC)$ last three years and how many years still before Intel can pull it out of Pat Gelsinger's IDM 2.0? And two more bonus for you to consideintelr on this question.Can anyone else other than TSMC and Samsung even manufacture advanced logic chips?Samsung spent tons of money last 5 years trying to catch up TSMC only seeing their market share shrunk and then Qualcomm $Qualcomm(QCOM)$ and Google $Alphabet(GOOG)$ going to TSMC. And Intel has been relying on TSMC to make their most advanced chips and I don't see that stoppin
$Advanced Micro Devices(AMD)$I am seeing AMD' price, & it seems to have a 25% upside from what I am reading,I think, the reality ultimately will be $185, &very likely maximum by Christmas Eve The peak of $227 will have to wait for next year unfortunately, even with the upcoming rate cut on September 18.
$Microsoft(MSFT)$It’s difficult to time the market; thus, I am not a day trader. I regularly accumulate few shares to hold LONG term (I wish I could afford large quantity). MSFT excellent performance & the best big CAP stock.MSFT is ridiculously under-valued: 2 options (1) sell now, then later on buy back $480 soon, or (2) buy now, then, later on MSFT appreciates significantly. MSFT will break 52-week high sooner than expected.
$NVIDIA Corp(NVDA)$60 shares in at 125 AVG. Long term this stock is super promising and as a company they have been beating targets quarter after quarter. Short term panic doesn’t define the company but looking 5-10 years from now it will be something others wish they had in their portfolio :)
$JD.com(JD)$JD is amazing for its capital allocation. They use very little capital and return extra to its shareholders. With little extra money they are focused and selective.BABA $Alibaba(BABA)$ is a retailer + privat equity. It’s like AMZN $Amazon.com(AMZN)$ + QQQ $Invesco QQQ(QQQ)$ .Both are great Co. You can’t go wrong if you invest long term
$Tesla Motors(TSLA)$I don’t have a target but I think TSLA will go much higher. Supercharger rates have gone up quite a bit (more so than local utility company rates) and I’m seeing more and more non-teslas plug in. Tesla essentially owns the fast charging infrastructure. And energy storage revenues are growing at a much higher rate than the automotive side, and there’s a chance that energy storage may actually generate more margins than the vehicles within the next half decade.
$Bilibili Inc.(BILI)$I may be increasing my position on BILI next week, if it can hang around this price level. The past two trading sessions had massive volume, the type that you need to start a bull leg higher. We are basically at breakout levels, and a 100% rise from this area is possible.
$NIO Inc.(NIO)$Currently it’s looking like NT3.0 Nio and Onvos are the future. We have glimpses of firefly spy shots but really zero idea what the business is going to be like around firefly because it is weird as shit. Nio with increased price improving margin and sustained volume + ramped up Onvo will eliminate losses. Won’t say we reach profit 2025 but we will see a much clearer path to profitability into 2025, and see the cumulative r&d start cooking mid year.
$Faraday Future Intelligent Electric Inc.(FFIE)$Used to HOLD this stock but 2 months ago I left with a 50% loss because I realized what a bad company this was.Listen I don’t mean to sound like some normal hedgie or whatever but if I were you I would leave this stock and company behind and walks away luckily I was able to make up my FFIE losses in other stock plays. But I ended up losing 4K from this stock, before I bailed out and never looked back. When I saw the RS I knew it was only going to bleed and bleed it has. Just give it up, I don’t think even GME or AMC are this bad. At least those two companies have actual revenue. Unlike this company with bad leadership. Obviously I ain’t here to act like some negative poster
$Coinbase Global, Inc.(COIN)$COIN is this really post DNC dump? why would anyone vote for “you think you just fell out of a coconut tree” harris? groceries and food inflation up +30%, total economic mismanagement, wars, cant give a speech without a teleprompter - trump 2024 and this closes $220 by the end of this week
$Dell Technologies Inc.(DELL)$When Should You Buy DELL?Often, a break above 70 in the SCTR line is a sign of gaining strength. The last time Dell's stock crossed above the 70 SCTR level was in early April 2023, when the stock was in the early stages of its uptrend. It would have been a great investment if you had entered when the SCTR crossed 70 and exited the trade when the indicator fell below 70 in future.
$Grab Holdings(GRAB)$ if you visit/live in southeast asia you wouldn't think this company is struggling, it has such a dominance market.24% revenue growth year over year in Q1 24. 19% growth in users. $75m operating loss compared to $119m in the prior year, for a 44% reduction. Net cash used in operations is $11m compared to $147m a year ago for 92% decrease. The company continues to grow by investing in their fintech business and delivery and mobility platforms. 2025 is going to be great for this company.keep adding like a maniac. This is basment bargain prices. Stock up !!! U’ll regret it if u don’t.
$Microsoft(MSFT)$Msft hit its all-time high of $468 on July 5th, and I was really distressed by the FOMO of not being able to buy more. I hoped it would come down again. Two weeks ago, when the employment figures came in lower than expected, and Msft's stock plummeted below $400, I was so happy to be able to buy an additional 25% of my holdings. The fundamentals of Msft haven't changed at all, yet I was able to buy it for nearly 15% less. The price is still good, so take advantage of it. It's always SAFE and PROFITABLE to invest in MSFT long term. I wish I had more cash to buy more at these prices. You will never go wrong with Microsoft stock.
$UBS Group AG(UBS)$what puts are people buying here... i am intrigued! But credit suisse is the worst, right? They had incapable management, ran from scandal to scandal and did with Archegos and Greensill some of the worst investments in recent years.