ZoePaul
ZoePaul
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avatarZoePaul
2023-07-18
Has Lucid Motors ever thought about partnering up with AFC Energy to produce the power for there EV chargers? Might take some large investments whether to buy,lease land or work with large corporations too build them on their sites. Then in the future if Hydrogen becomes more popular. Produce the Hydrogen for them. Honestly I feel every EV owners would rather charge their vehicle from a clean source rather than a coal power plant. $Lucid Group Inc(LCID)$
avatarZoePaul
2023-07-17
The August report will include only the italian flight revenue, and appearently they conducted 13 experiments while in the air, every experiment is valued around 200k, meaning 200k*13= 2.6mil , with an additional 600k per person = 4.4Mil. Curious if these values will reflect between august 2-7 earnings report. Which means on the long term - when delta's will be out, the research flights will be the main profit income, the margins are looking really good if we conduct 1 research flight every 1 month, but we still have to wait ~3 years until deltas, and there is also the testing phase so 4 years :( $Virgin Galactic(SPCE)$
avatarZoePaul
2023-07-14
JD has successfully registered the Yanxi trademark, and the JD big model has also arrived.Today, Huawei's big model was also released, and Tencent's estimate is also very close.Baidu, 360, is one step earlier, and more and more large models have been launched. Computing Optical module, data, and liquid cooling servers will usher in a demand explosion period.Previously, these hotspots all gave birth to the Big Bull, and I believe there will still be strong monsters. For example, in a certain enterprise, there is not only computing power chips, but also liquid cooled servers. Although they have more than doubled this year, there is still room for improvement. $JD.com(JD)$
avatarZoePaul
2023-07-12
Train is leaving soon for the new highs . Today's share price is from three years ago.The AI product at $360,000/yr will be de rigeur for the 100 biggest customers. The lesser AI features will be attractive enough to justify the higher prices that were announced today.SFDC expects 10% growth this year while everyone else's top line declines. It's the products! New ones continue to roll out, recent ones continue to mature, to get usable features, and to seize market share.Hyperforce and reduced selling expenses are helping with some of the biggest expense items. I can't imagine how much R&D it took to re-architect the whole thing with Lightning and Hyperforce, but it's done, and they are switching orgs to Hyperforce somewhat seamlessly. Each one moved reduces expenses.The result is that
avatarZoePaul
2023-07-11
Mullen Automotive Inc. operates a Southern California-based electric vehicle company that operates in various verticals of businesses focused within the automotive industry.The intrinsic value of one MULN stock under the base case scenario is 0.08 USD. Compared to the current market price of 0.2 USD, Mullen Automotive Inc is overvalued by 61%.AI or whatever he is, back continue blah blah. Perhaps after research and throw out the what you think it's worth, you can always short more, maybe dump everything down 0.20 or 0.10 when you think it's about 0.08. $Mullen Automotive(MULN)$
avatarZoePaul
2023-07-07
Chest remains closed for another Q. No real hints of any magic on the horizon. Can’t disclose who they are working with or what they are working on. All we have are Occasional grants and partnership press releases that are not mentioned so must not be significant. Very conservative tone in the last several. Lots of downward price movement on no volume. Hopefully everyone isn’t asleep or gone when something sparks. They’ve done great to get to this point. Not sure where things go from here. Still waiting… $Simulations Plus(SLP)$
avatarZoePaul
2023-07-06
Nio limited by its success in battery swapping. sales turn around different story. Xpev supposed to be most successful, best tech, the only to compare to TSLA software, but failed miserablely. Xpev invested big to enter Europe but sold only 1 car in March order. many forecast xpev down to below $1 to OTC. This is major turn around, that's why super strong uptrend. and yes, special thanks to Shorts to make this super overbought possible. Now only hinge on if hype of new G6 translate to real delivery for revenue matching. Next tuesday first hint of success or bust, and to confirm by if Aug 1 truly can double the deliveries. 2 very different story, cannot just look at stock pricing only. $XPeng Inc.(XPEV)$
avatarZoePaul
2023-07-04
Analyst have raised AAPL target over 220.00 Apple is playing chess while others play checkers," the analyst said in a research note published last month, upping his price target for the stock to $220 – 13% above the $194 it traded at as of Friday's close. $Apple(AAPL)$
avatarZoePaul
2023-07-03
They signed a contract for a college loan. Pay back the money. If they don't pay, take their houses, cars and any assets they may have. Don't you need a co-signer for a loan that you show no means of paying back? Put the co-signers on the hook too. In my day, we worked two part time jobs and went to school. Was it hard? Hell yes, but if you want something in life you will find a way to get it. $Palantir Technologies Inc.(PLTR)$
avatarZoePaul
2023-06-29
(Reuters) -Apple's ( AAPL ) stock climbed to a record high close on Wednesday and was on the cusp of a $3 trillion market capitalization.The iPhone maker's stock rose 0.6% to end the day at $189.25, putting Apple's ( AAPL ) market value at $2.98 trillion, according to Refinitiv data. It was the second straight record high close for Apple's ( AAPL ) shares.Apple ( AAPL ) has yet to end a trading session with a stock market value above $3 trillion. It briefly peaked above $3 trillion in intra-day trading on Jan. 3, 2022 before closing the session just below that mark. $Apple(AAPL)$
avatarZoePaul
2023-06-27
Yeah, what no one in the media mentions about the rally in big cap tech is companies like Microsoft that they have more cash then debt can make more money on their cash then they have to pay on there long term debt with the interest rates inverted. plus your still looking at decent growth. they are going to grow no matter if we go into a recession with A.I. that has been why the outward move that no one talks about. if we had a steep normal yield curve , that investment would cost them money. As we get a pause in rates and if the yield curve normalizes maybe smaller companies can grow faster. right now big cap tech has the cash. maybe at some point they try to break some big cap companies up. anti trust. some people asked why would MSFT buy activision. outside of any synergies it is a easy
avatarZoePaul
2023-06-27
European news is not fundamental to US gas. It only affects the paper market, not the physical market. Can the market get hysterical over it? Absolutely. They did last year. But whatever happens over there will have nothing to do with how much we put in storage here or how much we export. It's all based on emotion. $Bloomberg Natural Gas Bull 2X ETF(BOIL)$
avatarZoePaul
2023-06-21
What are you crying about? This was 86$ not to long ago. Pretty good for a company that hasn’t done anything new in 20 years. Owns you tube and still hasn’t figured out how to fully monetize it. Created LaMda and now is in last place in AI. A watch and phone that barely sells a few million a quarter. And to top it all a CEO that botches everything Google has tried to accomplish. Without Brin and Page Google is just another fading tech company. Sad but true. $Alphabet(GOOG)$
avatarZoePaul
2023-06-19
Seems like some people are triggered having no stake in the company. Their is a special place in hell for slime wanting people to lose all their money and for a stock to go down when it is actually doing something good. Look at greek shipping stocks they are true thieves issuing 8 stock offerings in 1 year and doing a reverse split then rinse and repeat. They are truly evil crooks. $Carvana Co.(CVNA)$
avatarZoePaul
2023-06-16
Who is really controlling this stock? Retail sales are slowing down fast. Return are up over 8 percent year over year and the global economy is increasing fragile. The Big Guys are pumping so they can dump their profitable stocks. I only see bad news for this company. Are Price shoppers going to other stores? $Amazon.com(AMZN)$
avatarZoePaul
2023-06-15
Not Financial Advice: Opinion:Revision/adjustment for recent outlook: Stock is in a symmetrical triangle within a larger ascending triangle with the same expectations as before, a retest of 0.41-0.42, though the breakout zone stretches to 6/30/23 - 7/4/23 rather than the 23rd.With a successful breakout comes a price target of approximately $0.59. (June 30th was already outlined as the breakout zone when working with the prior triangle at time of the Macro trend channel breach, but having rallied immediately after the breach and hitting the price target of 0.41, I was waiting for a signal to indicate if the next move up would be within that same window or some other time. This comment revises a prior statement that saw the triangle with a breakout zone ending on the 23rd. While it could st
avatarZoePaul
2023-06-13
Still, an extra 4.2 million shares registered with the transfer agent is a relevant increase in comparison to the second quarter to the third quarter, where there was "only" an increase of 500,000 registered shares. Any increase in direct registration numbers are seen by some as a sign that retail investors' collective efforts are working. $GameStop(GME)$
avatarZoePaul
2023-06-09
Semiconductor fabs are extremely difficult to master; beyond the technologies and a super skilled workforce, they require highly sophisticated supply chains with literally tens of thousands of specialized suppliers and contractorsIt is an entire ecosystem if its own, which currently only exists in the US, Japan, Taiwan, Korea, and Germany; it cannot be recreated in Mexico or India just like thatThat inevitably leaves the company with a high cost structure and just two paths forward: transform the product portfolio to focus on the high end of the market where the margins are supportive, or lobby the government hard to get a customs duty protection legislated (CHIPS act investment subsidies are great but what Intel really needs is an import tariff) $Int
avatarZoePaul
2023-06-07
Why did Alibaba's Taobao merchants not ship for several days during the promotion? I used to ask customer service a lot and directly asked if you wanted to return the product? I am also very speechless. Taobao has no binding force on merchants for this behavior. $Alibaba(BABA)$
avatarZoePaul
2023-06-06
On Monday, after the release of a number of data in the United States, the market's expectation of the Fed's suspension of interest rate hikes this month rose. However, the CME's FedWatch tool showed that the probability that federal fund futures traders expected to raise interest rates by at least one yard before July was still 65%.At the same time, Federal Reserve officials, including Vice Chairman nominee Philip Jefferson, emphasized that even if the Fed maintains interest rates unchanged at its June meeting, it should not be interpreted as having ended its interest rate hike cycle.Specific data shows that in May, the ISM service industry index dropped from 51.9 in April to a new low of 50.3 this year, surpassing the expected 52.4. During the period, the service payment price index fell

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