ZonaMatthew
ZonaMatthew
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avatarZonaMatthew
2022-03-18

Is Nvidia Stock a Buy Now?

$NVIDIA Corp(NVDA)$ KEY POINTS Nvidia is arguably the leading semiconductor stock right now. It has not escaped the recent downturn among tech stocks. Despite its dependence on production facilities in a potentially dangerous region, the stock does not trade at a discount. Nvidia is considered by some to be the world's leading semiconductor company. Its GPUs power applications in artificial intelligence, virtual reality, and data centers, and its massive growth has sent the stock price to record highs. Its technical lead should help keep it a long-term winner for some time to come. But all those positives have not helped Nvidia escape the sell-off in tech stocks, and its stock price has dropped more than some of its mega-tech counterparts. Am
Is Nvidia Stock a Buy Now?
avatarZonaMatthew
2023-01-04
$Apple(AAPL)$  Anybody who believes when the new year starts institutional investors are gonna jump back in to all the heavy hitters like Apple, Google and Amazon, you are gonna be disappointed. Those companies are all going to be guiding earnings lower, more layoffs and announce Cap Ex spending cuts. The FED won’t stop raising rates until unemployment is 5% and wage growth slows. That’s the reality of it. If you bought higher than the price is now, start averaging down on big down days. Your cost average will be lower and when the recovery inevitably comes, Everything will work out. If you are not in now, wait for a confirmed uptrend rather than trying to guess a bottom. The economy is like an ocean liner and can’t make an abrupt U turn. It
avatarZonaMatthew
2023-03-16
Basically the market priced the stock at ~ cash on hand at the time of closing, considered the JNCE IP to be worthless, and therefore CVR to be distributed to existing shareholders tied to certain clinical stage IP to be worthless? Gilead could pick up the remaining trial drugs for a song?JNCE isn't a highly followed stock. Once more people see this news, we'll move higher. Should be a healthy jump tomorrow.$Jounce Therapeutics Inc.(JNCE)$
avatarZonaMatthew
2022-11-04
$Occidental(OXY)$    I really wish Vicki would avoid talking to the press. Nine times out of 10 nothing is going to come out of this that is good, and saying things like “I don’t see any need to increase production” only increases the animosity felt towards oil companies. Better just to lay low, and make money from the sidelines rather than stroke your ego and foul things up.
avatarZonaMatthew
2022-10-26
$NIO Inc.(NIO)$  Don't make the biggest mistake of your life and sell. When this happens you should buy the stock in order to average down. Nothing has changed. 1. Still the best EV in the world. 2. Battery Swap is the future and NIO has major companies around the world that believe. 3. Pretty of money in the bank 4. Factory that can ramp up production. 5. Sales are growing fast all around the world and China is the leading country for EV.
avatarZonaMatthew
2022-12-19
$Coinbase Global, Inc.(COIN)$  Watching this stock has been a real eye-opener for me. As a novice investor during its IPO, I was struck by the overwhelmingly bullish take of it's analysts and also my fellow novice investors surrounding me. Fortunately, I avoided this one as it's now lost nearly 90%. Sometimes trusting a gut feeling can save you and be more valuable than years of experience.
avatarZonaMatthew
2023-03-03
Novavax is not going out of business. It has too much to offer the world to do that. So, that should be the first thought dismissed from the narrative. And no one should blame anyone but the FDA and BP for Novavax's problems, imo.Everyone here knows, that our new CEO is for real, and it is no joke that he is here to take on the task of making Novavax successful! Here is to a great future for our Novavax and all of the patient Novavax longs!$Novavax(NVAX)$
avatarZonaMatthew
2022-11-07
$Adobe(ADBE)$   Adobe's stock has tumbled from a high of about $688 per share in November 2021 to roughly $286 per share today. As I said, that's a staggering 58% decline in less than a year.Now, it's no secret that markets fluctuate. But for a stock to fall that far in a relatively short period... you might think something is seriously wrong with the company.That doesn't seem to be the case with Adobe, though. The recurring revenue from its Creative Cloud is a great quality. It's a telltale sign of a fundamentally strong business.And earlier this month, Adobe announced plans to buy design platform Figma...To me, that seems like a good idea. Adobe is taking advantage of the tough environment to expand its offerings. It's a $20 billion bu
avatarZonaMatthew
2023-03-17
It won't be easy to break 100 because it could be a big psychological barrier. Also, TA shows Amd is in over-bought region now.Based on statistics, there is only 25% chance, it will break 100 in this round.But since momentum is so strong, if it does happen, it could move towards $125 by Apr 30!Note: Sorry for the typo, over-bought vs over-sold$Advanced Micro Devices(AMD)$
avatarZonaMatthew
2022-12-29
$XPeng Inc.(XPEV)$  forget the recent weakness most of it is due to tax loss selling,come Jan the stock will be much much higher, we have a cup n handle forming the left side of handle has to finish before we breakout and move a over the 13 level I have us over 15's short term (3mo)good luck have a great Christmas day
avatarZonaMatthew
2022-11-29
$Taiwan Semiconductor Manufacturing(TSM)$   Will TSMC beat Intel to death in a fist fight, those companies that challenged TSMC's semiconductor industry all went to demise, the 800 billion dollar market is only going to grow, there is always time and space for improvement, this stock deserves its space in the 100$ range back then in 2021, this dominant business in the industry absolutely deserves it. Under 100 dollars are all considered to be low, every price range under 100 dollars all yells a buy signal.
avatarZonaMatthew
2022-12-08
$Intel(INTC)$   Yeah but to be fair you probably can’t see much of anything…aside from your intrinsic, self serving AMD Fanny bias you’re probably not looking very hard so that you can reinforce said bias!Anne Kelleher, speaking recently not only reaffirmed Intel to be on track but ahead of schedule for their 18A which is a fulcrum process for Intel. 18A and Intel’s ribbon-FET will dominate anything TSMC can muster. Not only is Intel beating TSMC to the angstrom level process via utility and their partnership with ASML (EUV) but TSMC won’t even have their version of GAAT-FET until 2025. Furthermore Intel’s version of GAAT which arrives with 20A will eventually support patented 3D transistor geometry - sad copycat TSMC has no analogue!Oh
avatarZonaMatthew
2022-11-18
$NVIDIA Corp(NVDA)$  Revenue did not fall short. Here... Guidance was a little light (90 million shy, but they could surprise on revenue).Here's how the company performed compared to Wall Street's estimates, as compiled by Bloomberg:Revenue: $5.93 billion versus $5.79 billion expectedAdjusted EPS: $0.58 versus $0.70 expectedGaming revenue: $1.57 billion versus $1.32 billion expectedData Center revenue: $3.83 billion versus $3.7 billion expectedNvidia Q4 revenue guidance fell just short of Wall Street expectations, coming in at $6 billion. Analysts were hoping for $6.09 billion.
avatarZonaMatthew
2022-10-28
$Marathon Digital Holdings Inc(MARA)$ MARA Pool produced 75 blocks for 468.75 BTC AS OF 10/25 PM. The Pool is on track to reach 101 blocks for 631.25 BTC by EOM, if they simply match the past 6 days of production. Starting to look very impressive to investors if they can continue to achieve new all-time production highs for the foreseeable months as new miners go live.Bitcoin and the US equities markets have been rising in opposition to further fears of rising inflation and FED continued raising of interest rates. Bitcoin price may be rising as a result of strong signs pointing to a Congressional turnover in both houses resulting in a more crypto-friendly leadership where sensible regulations could pass sooner than later.As for the charts moving a
avatarZonaMatthew
2023-02-24
Musk is setting up the infrastructure for the next gen vehicles. With the resources in place for the new low cost vehicles coming out next year. That will kill the competition! March 1st will be the announcement for Teslas new product line for 2025. $Tesla Motors(TSLA)$
avatarZonaMatthew
2023-03-14

Getty Images: Interest Payments Eat Up Revenues

Getty Images: Interest Payments Eat Up RevenuesSummaryGetty Images does not have a unique selling point, and its service is significantly more expensive than the competition.In addition, all these websites will get more and more competition from AI-generated images. Content creators will be able to create their own photos quickly and easily in the future.The company has a lot of debt, and interest payments amount to a quarter of the revenue. While revenues are stagnating.Investment ThesisI think Getty Images Holdings $Getty Images Holdings, Inc(GETY)$ does not have a unique selling point, and its service is significantly more expensive than the competition. Furthermore, numerous websites offer almost as good quality for free. In the future, the en
Getty Images: Interest Payments Eat Up Revenues
avatarZonaMatthew
2023-03-08
On Tuesday, EST, Federal Reserve Chairman Jerome Powell attended a U.S. congressional hearing and opened his speech with a heavy blow to the market. He warned that the strong data earlier this year, making the Fed need to accelerate tightening policy, will be ready to accelerate the pace of interest rate hikes, the terminal interest rate level may be higher than expected. After the words landed, the three major U.S. stock indexes dived in a straight line, all the way lower, the Dow Jones index fell by a maximum of nearly 600 points during the day; as of the close, the Dow plunged 1.72%, the Nasdaq fell 1.25%, and the S&P 500 fell 1.53%. Star Chinese stocks also followed the general trend lower, with the Nasdaq Golden Dragon China Index down 3%, Xiaopeng Auto down 8%, Ideal Auto down 5.
avatarZonaMatthew
2023-02-09
The first turnaround stock with triple-digit upside potential in the new year is cloud-based lending platform$Upstart Holdings, Inc.(UPST)$ . Despite plunging as much as 97% from its all-time high set in 2021, Citigroup analyst Peter Christiansen foresees shares of the company reaching $33. This would represent upside of as much as 152% this year.The clear-cut issue for Upstart is the Federal Reserve's hawkish monetary policy. With the U.S. inflation rate hitting a more-than 40-year high of 9.1% this past June, the nation's central bank has responded by increasing its federal funds rate at the fastest pace in four decades. As rates increase, the desire for consumers and businesses to take out loans decreases. Additionally, it's not uncommon for lo
avatarZonaMatthew
2022-12-15
$Immix Biopharma, Inc.(IMMX)$  Immix Biopharma Inc. said it saw positive interim clinical trial safety data demonstrating 100% completion of IMX-110 planned treatment cycles in its ongoing Phase 1b/2a clinical trial. The company said that historically, 43% to 67% of patients have completed planned treatment cycles with approved drugs used to treat soft tissue sarcoma. The U.S. Food and Drug Administration has approved orphan drug designation for IMX-110 for the treatment of soft tissue sarcoma. The FDA has already approved rare pediatric disease designation to IMX-110 for the treatment of a life-threatening pediatric cancer in children, rhabdomyosarcoma. ImmixBio shares were up 10% to $6.40 in premarket trading.
avatarZonaMatthew
2023-03-02
$Intel(INTC)$ The CHIPS Act is a dumb idea designed to entrench politicians and bureaucrats; all they needed to do was to impose (with sufficient advance notice) an import tariff on semiconductor imports to equalize the labor arbitrage between the US and Korea/Taiwan, with said tariff coming into effect, say, in three equal steps over three years starting in 2024The markets and private capital would have taken care of the restObviously the tariff would go against WTO rules (as would the CHIP Act subsidies), but government lawyers and bureaucrats can actually earn their salary by finding an appropriate workaround to that.

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