ZebulonToynbee
ZebulonToynbee
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avatarZebulonToynbee
2023-07-17
Meh. Not worried about Amazon's latest move. When Amazon bought Whole Foods, they said other grocers are dead. Costco fell 15% on that news. I bought Costco and make 100% profit over the next few months. Costco and grocers are still doing just fine. When Amazon got into Pharma retail they said CVS and Walgreens are dead. They are doing just fine too. Amazon is awesome, but they are not going to displace Shopify as the leading ecommerce platform today. Shopify isn't going away anytime soon. Buy the dip and enjoy.$Shopify(SHOP)$
avatarZebulonToynbee
2023-07-14
Nio is holding up very well this week. Overall this is a very positive direction going forward. We are still very positive this month. Hoping the momentum will continue. Purchasing Nio stock at 11 or 12 is still a super deal long term. Way to much potential. Should have never dropped under $20, but that’s the way Wall Street works. Big players see a stock they like and force or lower so they can buy cheap shares. $NIO Inc.(NIO)$
avatarZebulonToynbee
2023-07-13
For those saying AMD has NO presence in GPU Al. AMD also had no presence in the data center market, zero market share in 2018 until they introduced their new fast efficient products, now they are preferred in DC with hundreds of millions in revenue flowing. The same thing will happen here with GPU sales, AMD will have some market share by end of year and it will grow year after year!! IMOLisa would not be part of a big promoted launch with the new GPU’s if she didn’t know that they could compete. It always seems to take the consumer a while to realize the quality of AMD products. I think they were also rans for so many years it’s a perception thing, but that’s a changin boys and girls!! $Advanced Micro Devices(AMD)$
avatarZebulonToynbee
2023-07-12
The telling slide is the price chart going back a few years showing Carvana CVNA trading at $350 a share! The stock tumbled down like a “black diamond” ski slope and along the way, the shorts have pressed their bets.More recently the stock is moving higher in a short squeeze, something like what we saw in Gamestop GME and AMC Theaters AMC a few years back.The question is how long with the gamma squeeze continue on this stock and can it get its financial house in order. If it does that, then the squeeze will only continue. With 49% of the float sold short, this squeeze could have more legs,It will only run as long as the buyer buy more and the shorts continue to cover… and that has a odd way of stopping … and also has some dramatic consequences. $Carva
avatarZebulonToynbee
2023-07-10
Coinbase is doomed, it is simple law. You can’t run an exchange and list your own assets on that exchange and be a broker and derivative trader.The law says you can’t trade securities on an exchange and also be a broker, derivative trader and hedge fund etc on that exchange. This is exact what Coinbase is doing. It’s black and white and illegal.That means Coinbase will be broken up and most crypto assets will go to zero.If you are invested here your money will be gone. $Coinbase Global, Inc.(COIN)$
avatarZebulonToynbee
2023-07-07
Positive operating cash flow, Beat top and bottom line. Monthly subscribing user doubled YoY, vocational training doubled YoY as well, losses also narrowed. Zhihu's Large Language Model (LLM) being beta tested on Zhihu App. I'll add more from here. $Zhihu(ZH)$
avatarZebulonToynbee
2023-07-04
It is time for Gary Gensler to resign. He also mentions Litecoin and Bitcoin Cash as non-securities and says that 75% of the crypto market at the time was outside the securities category. The video was from a crypto-themed event hosted by Bloomberg and Fidelity in 2018, when Gensler was a senior MIT lecturer and a former chair of the CFTC. Thank you, Elon Musk. Either Gensler resigns now, or I have to believe the House of Reps will throw him out when they return from break. $Marathon Digital Holdings Inc(MARA)$
avatarZebulonToynbee
2023-07-03
I thought the fed interest rate was already baked in? what the heck is a matter with these investors they buy it a day or two later sell sure some sell to collect some profits, but others sell on news from wall street who everyone knows manipulates the market to their advantage so they can take are money. These new investors that have not been in the market long are causing this up and down market the chicken littles. long term investors hold the market up these newbies are causing it to go down and all these shorts selling daily for a 5 or maybe 10% profit I am up 772.8% and I am not selling now because I see this in 5 years doubling and if there is a big dip, I will load up. $Meta Platforms, Inc.(META)$
avatarZebulonToynbee
2023-06-30
How much short interest did GME have when it sneezed ?The first GME short squeeze hit as high as $500 per share during pre-market trading, and this was with a short interest of over 140%. This can be used as a comparison for all future potential GME squeezes. Similar short squeezes have occurred throughout history, like the Volkswagen short squeeze..
avatarZebulonToynbee
2023-06-29
Call me crazy but why do I actually see alot of potential in this company? it's like a more diverse Uber, Uber didn't do well at first too, everyone doubted it and now look at it! I do see this company succeeding and making money if they do 2 things. 1. Fire the CEO, their company policies, suck and the new layoffs for "Strategic changes" is dumb asf, why fire people that work off an app!? 2. Start expanding more and start working with AI/ other companies. They should see if they can start using drones for food delivery, start working with EV companies because that's going to be the new wave. $Grab Holdings(GRAB)$
avatarZebulonToynbee
2023-06-28
Novo Nordsk makes Wegovy as their injectable weight loss medication and is currently testing an oral version of the drug, Rybelsus. Both contain the same active ingredient, semaglutide, although Rybelsus has a larger amount of semaglutide. Preliminary data indicate that Rybelsus is effective, although probably not as effective as Wegovy. That said, Novo has a serious problem with this drug. Even for Wegovy, they are having a really hard time manufacturing enough of the drug to keep up with demand, and dosing with Rybelsus requires much more drug. The synthesis of Wegovy is quite difficult due to the large size of the drug. The PFE drug (Danuglipron) is much smaller and should have a relatively straight forward synthesis based on the structure. So even though Rybelsus could be viewed as a c
avatarZebulonToynbee
2023-06-19
On a positive note, this could be a potential opportunity for a counter-intuitive move into earnings. ie, bad news out today and not in 2 weeks - (or not) ! Until then, you know the drill: sell short-term / short -premium today for 6/23, whether calls or puts, into 3-day weekend / 4-day week, thinking of short 65 puts / 70 calls; where we stand in one week from now will dictate what those values should be into the week of 26th-30th, GLTA . . . $Micron Technology(MU)$
avatarZebulonToynbee
2023-06-16
Nothing has changed between yesterday and today. It dropped 7% yesterday. The “news” that came out is stuff we already knew weeks ago. This will drop back to previous levels soon, then slowly build leading up to the next flight, and then it will drop again immediately after. It does every time. You could probably set a watch to it at this point. $Virgin Galactic(SPCE)$
avatarZebulonToynbee
2023-06-15
It is but a Symmetrical has less predictive power to it moving up or down, just that it will breakout. In this case I would think it goes up to continue in the greater Ascending triangle this is all occurring within, but what concerns me is the Shorts and the limited resources of Retail to counter selling pressure. $Faraday Future(FFIE)$
avatarZebulonToynbee
2023-06-13
So how do Tesla car owners feel that now Ford/GM vehicles can stop and charge at their ONCE exclusive charging locations with real possibility that they will have to wait in line to charge their Tesla's? I am a shareholder of TSLA/CHPT and relieved that both are moving towards an industry std. it will save B$$ for auto makers and make life easier for owners. I plan to hold both for many years to come as we are early innings in EV growth, especially in the US which has lowers mkt penetration ROW. $ChargePoint Holdings Inc.(CHPT)$
avatarZebulonToynbee
2023-06-13
Bottom Line: with this stock down 72% off it’s high in the past 2 yrs and needs to go up 258% just to get back where it was then, who’s winning, bears or bulls? Those who shorted then are essentially up 258% (based on cost to cover vs what’s been earned, less fees) $GameStop(GME)$
avatarZebulonToynbee
2023-06-09
chips are the new oil' is groundwork for that. And tariffs based on the most advanced chips should be easier than something like steel .At the end of the day it would contribute to reduced margins for NVDA and AMD by a couple points but that would be offset eventually by increased commercially viable supply. The elephant in the room for Intel is the structural cost disadvantage, needs to be addressed somehow. I think they are just assuming it gets taken care of through tariffs (or continued subsidies) and plowing forward. $Intel(INTC)$
avatarZebulonToynbee
2023-06-07
This year's 618 may be the "last" 618. It seems' desolate ', but in reality, the pressure is greater than ever before! This is the sigh of a friend from an e-commerce giant executive last night. At that time, I still didn't understand. This year's 618 is very simple, not as noisy and restless as in previous years, and major platforms are also relatively silent. What pressure is there? It's not just sensationalism, is it. Upon closer examination later, it was discovered that behind the cold and desolate scenes, there had already been a surge of undercurrents, and major platforms had begun a fierce competition. Previously, many people believed that in times like 618, the more gameplay and more complex the rules, the more effort e-commerce platforms put in and the more consumer atmosphere the
avatarZebulonToynbee
2023-06-06
What are the odds Faraday gets taken over in 90 days? I thought Faraday would get to .30 last Friday. May happen tomorrow. As the Ff91 is seen driving around the world we will be over 1.50. If it is a take over target then why wait for it to become much more expensive over the next 6 months? $Faraday Future Intelligent Electric Inc.(FFIE)$
avatarZebulonToynbee
2023-06-01
Amd is at junction point, whether it will correct further or bounce back after 2 days sharp drop remains to be seen?In my view, this year's recovery from last year's irrational selloff (2/3 crash) was a sure behavior and this rally could just be the beginning!Investors need to give AMD time to run its course releasing its AI chips, software, platform and energy improving results.It likely will be a trillion-dollar market cap company after its AI chips catching up Nvda's high end products..As Dr. Su said "The best is yet to come"! $Advanced Micro Devices(AMD)$

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