YeddaJohnson
YeddaJohnson
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$Shopify(SHOP)$ So what is the reason for continued downward spiral? It acts like a start up that makes no revenue. This is ridiculous. $75 Bil. Market Cap.! How did that happen? The stock acts like a $3 Bil. Market Cap. hoping to grow market share and make some revenue. LOL
avatarYeddaJohnson
05-13 21:40
$Meta Platforms, Inc.(META)$ Growth is slowing down, no wonder they are desperately trying to get folks in India to adopt their products... There are only so many people in the world... their YoY growth isn't sustainable. Still a good company but Meta ain't going to 600+ anytime soon.
avatarYeddaJohnson
05-13 13:30
$ARM Holdings Ltd(ARM)$ The Market’s delayed recognition of ARM’s phenomenal Qtr Earnings Report is a Great advantage for ARM’s longs, and “opportunistic enterprising investors” — because it gives them a fabulous opportunity to buy more of a Great business at a bargain price!👍💰📈
avatarYeddaJohnson
05-13 13:17
$Taiwan Semiconductor Manufacturing(TSM)$ This seems a classic Charlie Munger pick...great company at a fair price. It's surprising that Buffet/Berkshire sold, the only reasons I can fathom are feared geopolitical risks. So far, those have not materialized.Episode 1 Money GIF by SHOWTIME Sports
$Shopify(SHOP)$ 20% Drop on good Earnings Report was so absurd. Cathie Wood scooped almost 1/2 million more shares telling me SHOP was ridiculously oversold. Just buy more and be patient guys. Have faith in SHOP, and in Cathie Wood I trust.To The Moon Gme GIF by Partiful
$MicroStrategy(MSTR)$ Data shows inflows of Bitcoin onto exchanges haven't been this low in the last decade. Thus, selling pressure has decreased. If demand does spike, there is a very real chance of supply shock occurring. Supply shock occurs when demand outstrips supply, and those holding the supply are not selling at any price. In that event, price discovery takes over, and prices skyrocket.
$Tesla Motors(TSLA)$ Tesla may be feeling more heat from an old rival in the coming years. Toyota, the Japanese car company that pioneered hybrid electric vehicles with its Prius model, said Wednesday that it will invest heavily in battery-electric vehicles, artificial intelligence, and hydrogen-fuel technology. The expenditures will be so intense that the company predicts a drop in fiscal-year profits.
$Apple(AAPL)$ Apple's buyback will soak up whatever Buffett continues to sell. The size of the buyback is likely a response to a heads-up from Buffett. Why would Buffett put a knife in his remaining huge investment? AAPL will be fine. Patience.
$Meta Platforms, Inc.(META)$ I feel so strongly that META should have soared on earnings. I am happy they are spending a fortune on AI It will definitely pay off for them. We all need NVDA META AMZN and GOOGL in our portfolios
$Taiwan Semiconductor Manufacturing(TSM)$ TSM:  The world’s most indispensable company still looks ridiculously cheap from a stock multiple perspective considering this decades growth prospects. Long-term contracts with making the most advanced chips for the likes of Apple (M4), Nvidia, Broadcom, AMD, Qualcomm, Microsoft, Google, etc..  Not to mention their average wafer price has gone up significantly in the past year as newer process node technologies are becoming much more expensive over time. We’re still in the early innings of a global seismic shift taking place in an AI driven economy, with upgrades slated to take place across major data centers, AI enabled mobility, PC’s, industrial, IOT, and Automot
$Apple(AAPL)$ Apple seems to be doing good so they should raise their worthless 0.5 dividend back to what it was in 2016 2. 4% if they did that apple would rock but they wont do it they will say were doing a 110 billion buy back what a joke and I would like to get that dividend again they could buy back half as much and give the rest back to share holders
$NVIDIA Corp(NVDA)$ Assuming Nvidia has positive earnings, revenue and guidance in it's May report analysts will need to up the price Target, perhaps to as much as $1500 or $1600 per share. I think the target ought to be $2300 per share, just for starters!
$Coinbase Global, Inc.(COIN)$ Looks like COIN will explore 200-220 range now. My plan is to buy a call option lottery ticket in this range for May 2 ER. What gives me pause now, though, is META's fall after a good ER last night--META had a blowout previously, but this one was the opposite. Will COIN suffer the same on May 2?
$Amazon.com(AMZN)$ Amazon did much better than Apple, Microsoft and Google in after hours. Next Tuesday earnings report I think will be epic. No way is Amazon not going to beat earnings or will let Meta or Google out shine them. I think that’s why they moved their earnings report. My opinion only.
$Advanced Micro Devices(AMD)$ This week was a turning point for AMD. META's earnings confirmed they are loading billions in Ai open source: LLama 3 running on MI300. The best came yesterday with MSFT's earnings, as per their conference: ""We offer the most diversified selection of AI accelerators, including the latest from NVIDIA,AMD, as well as our own first-party silicon. All-up, the number of Azure AI customers continues to grow-and average spend continues to increase. We expect capital expenditures to increase materially on a sequential basis driven by cloud and AI infrastructure investments."Add to this ORCL commitment!AMD firing on all cylinders, the big boys all in!. Lisa never stops! The best is yet to come!Saturd
$Alphabet(GOOG)$ I don't see anything from Google which could stop the land slide. I think the earnings will be on the weak side with no real surprise. Therefore the 140 -143 range is possible. But still hoping for a surprise. Still too many negative actions out there against google and the list seems to be growing.
$NVIDIA Corp(NVDA)$ This is utter comedy. In days the QE clowns pumped Nvidia the entire market cap of Boeing! In the past quarter, on 20 billion total revenue, the powers to be pumped Nvidia the combined market caps past quarter, on 20 billion total revenue, the powers to be pumped Nvidia the combined market caps of Boeing, FedEx, Disney, Citigroup, with billions left over? Sad but true. No wonder no insider has bought any shares in over 3 years as stock has gone from $70 to $900? Look at all the insider buying of other large tech companies.... this move rhymes with fonzi!addiction my600lblife GIF by TLC Europe
$XPeng Inc.(XPEV)$ good companies, seriously! But not the time YET to buy. There’s still room to go down. I’m thinking about starting a position in the next few weeks if the knife keeps falling. testing the strong support around $7 .
avatarYeddaJohnson
2023-02-18
Pullback anoying but expected. My best scenario according to chart is we reverse around 98USD. Probable 92-94USD, my worst is high 70s, low 80s to form perfect reverse head and shpulders. Can we tank even lower? Yes. Is it probable? Not much. Lets see.$Alibaba(BABA)$
avatarYeddaJohnson
2023-02-16
there is strength in the numbers. we are small, but there is a lot of us. we can turn our money around quicly, unlike funds. if we keep buying, and the prices are cheap, we will trigger margin calls. and when they cover, they will trigger more margin calls.$AMC Entertainment(AMC)$

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