the daily fluctuations made some gain snd losses for day traders. FFIE $Faraday Future Intelligent Electric Inc.(FFIE)$ had been heavily shorted with 134 M shorted. just want to give you a sense of the craziness. I am holding FFIE with IBKR. the shortees had borrowed 65% of my holding shares to short FFIE, when I did my Annual meeting voting. if only registered for my voting right of 35%. Anyway, I am still a long term holder of FFIE, the prices fluctuations is meaningless, if I decide to be here for long term

SummaryNetflix came out as the clear, and maybe the only winner in streaming, sending its stock to a 140% surge from its June 2022 lows.The scale of the streaming giant is a major competitive advantage, as it reached positive free cash flows, a goal none of its competitors is close to achieving.By leveraging its scale, Netflix should be able to re-accelerate revenue growth, expand margins, and showcase unparalleled free cash flows.I rate the stock a Buy, ahead of what I project to be consecutive quarters of better-than-expected results.wutwhanfoto/iStock Editorial via Getty ImagesNetflix $Netflix(NFLX)$ took investors for a wild ride in the last five years, ending the period nearly flat, as the company fully recovered from a 75% sell-off. Today, a

SummaryTSMC reported a weak Q1 earnings call and guidance because of a dire economy resulting in lower GPU/CPU shipments, revenue, and ASPs.TSMC is impacted by a slowdown in constrained hyperscale budgets in the near term due to the challenging macroeconomic scenario.Strong tailwinds will prevail in 2024 as TSMC increases capex to meet AI chip demand.BING-JHEN HONGOn May 31, 2023, I wrote a Marketplace Semiconductor Deep Dive article for subscribers entitled TSMC: Reconciling Weak Q1 Financials With Nvidia’s Blowout Guidance Claims. In the article I noted that Nvidia $NVIDIA Corp(NVDA)$, which uses TSMC $Taiwan Semiconductor Manufacturing(TSM)$ to manufacture its GPUs for its data centers and oth

SummaryAmazon is focused on lowering its cost to serve in its stores businesses.The regionalization of fulfillment and transportation in the US has resulted in a 20% reduction in touches and a 19% reduction in miles traveled for packages.The company aims to achieve margins similar to pre-COVID levels and believes that expanding same-day facilities will improve cost structures.Daria NipotIntroductionMy thesis is that Amazon $Amazon.com(AMZN)$ is doing a good job lowering their cost to serve in their non-AWS segments. They’re always lowering their cost to serve in the AWS segment as well, but those considerations are beyond the scope of this article. As my June article said, AWS is a powerhouse and a large part of Amazon’s overall val

SummaryModern AI technology relies on neural networks with exorbitant amounts of parameters, a technology which is extremely expensive to develop.This has resulted in there being very few credible AI players that are actually in the market - far less than it may seem.These companies are all known entities and are some of the biggest technology companies around: Amazon, Microsoft, Google, and Meta.Across the pack, Microsoft is handedly in the lead. Yet, the AI moat is such a significant one that I wouldn't underestimate any of them over the next decade.This article details the nature of modern AI technology, the general economics of building it, and the AI capabilities of these scale players.koto_fejaOverview of AI TechnologyThere are far fewer credible AI stocks in the market today than yo

NIO as a company is in a very strong place people ask the same questions why is it down why isn’t it at 500 why haven’t they sold a million cars yet! Let’s get real I’m massive NIO supporter before I get grief.. NIO is still young will hit profit I think next year will have the new facility capacity of 1m cars a year but this isn’t today or this week so don’t expect 200 by year end. If your a long on NIO then stop expecting the stock to just rise as it won’t. I can tell you when the jigsaw pieces are in place this will be a massive company stock will rise but it won’t be 500 overnight like some haters keep saying$NIO Inc.(NIO)$

SummaryWendy's innovation efforts have worked wonders on its global same-store sales growth.The firm's loyal customer base keeps coming back to eat its beloved square burgers, and Wendy's has also been able to attract younger consumers.We're huge fans of Wendy's ~4.6% dividend yield, which remains supported by its free cash flow generation.The company's large debt load, intense rivalries in the burger business, and a concentrated shareholder base are concerns.Still, we think Wendy's is a strong idea for income consideration, but it is not without meaningful risks.Justin SullivanWendy's $Wendy's(WEN)$ has quietly executed a fantastic turnaround, and along with the fundamental improvement has come a very attractive dividend yield. Recently, the compa

SummaryRevenue generation for theater operators is still well below pre-pandemic levels.AMC continues to spend more cash than it generates every quarter since 2019.Keeping a business alive is all about generating positive net income and cash flows. AMC continues to be unable to do that.J. Michael Jones/iStock Editorial via Getty ImagesThe theatrical industry outlook is still bleakWhile Adam Aron, AMC Entertainment Holdings' $AMC Entertainment(AMC)$ CEO loves to tout the latest blockbuster release, theatres worldwide cannot survive on just blockbuster films alone. Despite a great slate of hit films post-pandemic in 2022 and 2023, the bottom line for operators is just not improving fast enough.Cineworld Group plc, one of the largest theater operators

As for the short-term bullish target price, I was looking for $0.41, the basic or minimum price target likely to happen; it went on to hit $0.37 yesterday.Not sure if it came up shy or it's still on it's way, but the reasoning for it is on reddit in a post titled "Update to recognizing the end of the Macro downtrend." The initial purpose of the post was to prepare for the rally that happened yesterday.You asked for short-term bullish target price however.The explanation for the bullish target price isn't in that post, but the same information can be used to look for $1.75 by end of June-early July, that being the bullish view. An update to the post may be added presenting that possibility.For the 1.75 target, the daily chart from 9/27/23 to end of June/early July can be reviewed.There may

$Helbiz, Inc.(HLBZ)$ Why this stock fell? People misunderstood filing of S-1/A by the company, they thought offering was coming. But that is not true. This will go up very high.

SummaryBack in February, I predicted that Google might lose its position as default search engine on iOS.Now Samsung has made the first move and is apparently thinking about making Bing the default search engine on its devices.While I believe ChatGPT is only one of the issues weighing on Alphabet, it absolutely adds a lot of uncertainty.The range of potential outcomes for Alphabet has widened enormously in recent months, but most are now well-known risks and presumably more than priced in.Monopoly - this is what investors are really worried about martince2Google Stock Key MetricsTrading for $106 per share, Google parent Alphabet $Alphabet(GOOG)$ $Alphabet(GOOGL)$ is down ~30% from its all-time high in 20

NiO's sales have been guaranteed.  The company said at the time that by the end of this year and early next year, its plant would be able to achieve an annual capacity of 150,000 vehicles on a single shift and 300,000 on a double shift. Yu's team said in their note that as part of the expansion, NIO is planning to expand the capacity of its existing plant to 300,000 units by the end of the year in preparation for the launch of the ET7, which is expected to be delivered in the first quarter of next year.$NIO Inc.(NIO)$

It has always been said that pinduoduo sold fake goods when pinduoduo was just established. Now PDD is trying to improve its brand image. Long term optimistic about PDD$Pinduoduo Inc.(PDD)$

having played this the last 4 weeks, tomorrow will be crazy manipulated up and down. The most reasonable close imo  is us testing support at $360, going slightly below with multiple fakeouts then pinning there with theta burn.  This market is heavily following nasdaq though so will trend up or down if we see significant breaks.$Facebook(FB)$