YaleBrewster
YaleBrewster
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$Apple(AAPL)$ Money is flowing into Apple because the China iphone sales drama was wrong, they are announcing an AI innotiative, there is a chance they buy Rivian, and the iphone 16 AI super cycle. The vision pro is also just in the beginning and has no many pratcial and entertainment benefits.
avatarYaleBrewster
05-08 21:24
$SoFi Technologies Inc.(SOFI)$ new booties listen up. sofi is not just gonna go up.....unless there is solid news or legit rate cute talk. its not just gonna go up. seems like most of you just come here to drivel on......and you dont listen and learn from longs that have been through the ups and mostly downs here.....there is 20% short interest and the weekly options control this most of the time......short term its going nowhere unless there is news. sofi will be $25 a share 2 years from now.Sacha Baron Cohen Thumbs Up GIF by Amazon Prime Video
$Advanced Micro Devices(AMD)$ AMD was late to the party, and has many competitors at the same stage as it is. Rather than being the only real competition to Intel, AMD now has to compete with several users, which in most cases know more about the subject of AI than they do.
$SUPER MICRO COMPUTER INC(SMCI)$ A couple of reasons to hold: 1) forward (2 months for end of fiscal year) P/E = 720/24 = 29 2) 48mil float shares, only 8.7 mil shares owned by retailer investors. 3)New member of S&P 500. 4) 15 billion backlog. 5) Chip supply improvement 6)Today there are 5 analyst raised their price target after the ER: B of A: 1080, Wedbush: 800, Loop Capital: 1500, Barclays: 1000.
$Snap Inc(SNAP)$ Once and for all - IT DOSENT MATTER - employees selling some shares - Fact is - Snap is on track for making profit - and stil more are using Snap - Big Big money is made here. The business is strong and they have turn a corner here - so dont get cary away from bearish people -
$Tesla Motors(TSLA)$ The job cuts at TSLA may be prudent, and the catalysts for growth and increased demand for its EVs is at least a year or more away. In the meantime, demand for EVs likely remains depressed and this stock should move materially lower in the second half of this year, IMO.hate bubble GIF
$NVIDIA Corp(NVDA)$ I'm fully aware that a split doesn't add any value to a stock. But, the excitement surrounding Nvidia is such that a split would have a positive effect on the share price. We're talking about the "it" stock. Most people know about Nvidia but, when 60 Minutes runs their episode this Sunday, everyone will know about it. Be glad you're long this great company.
$Alibaba(BABA)$ Alibaba stock is overwhelmingly rated at Buy among analysts surveyed by FactSet, with an average target price implying upside of almost 40%. But in order for Alibaba to make a real recovery, there needs to be a sustained rebound in the Chinese economy. —and that’s far beyond the tech giant’s control as China faces headwinds from waning consumption and a distressed property sector.
$Apple(AAPL)$ I've owned Apple since 2004 and it was less than a $1T company at the time. To me, Apple regaining $500B certainly isn't impossible. It might take some time but it will be worth the wait. Once the greedy investors realize that most of the A.I. companies aren't going to give back instant returns, they may drift back to Apple. Apple still makes plenty of revenue and profits and that should count for something.
$AMC Entertainment(AMC)$ I started buying at $37 on this recent downswing so I was early. I'll continue to DCA down to the $26s which should be the ultimate bottom on this sour turn of the tide. Peak pessimism is the optimal time to buy when it looks like all is lost.
$AMC Entertainment(AMC)$ Some reasons for the decline in AMC popularity include: Streaming services: Streaming services have kept audiences glued to the small screen. Fewer new movies: Studios have shelved or paused a substantial number of projects during the pandemic, and two major labor strikes last year pushed even more releases down the pike. Inflation: Rising prices are keeping people away from the big screens. Easier and cheaper alternatives: Watching movies from home is an easier and a cheaper alternative.
$Palantir Technologies Inc.(PLTR)$ Im waiting for that hockey stick moment where it goes up 30% does a head fake and then goes up 100% from there all in a matter of 4 weeks. It will happen, the only question is this year or next.
$Palantir Technologies Inc.(PLTR)$ Just so we are absolutely clear: Currently, consensus is for adjusted EPS of $0.08 or a GAAP EPS of $0.03. That would compare to adjusted EPS of $0.05 for the year-ago comparison. Revenues are seen printing at a rough $625M, which would be good for year-over-year growth of 19%. Of the seven sell-side analysts that have revised their earnings forecasts since the start of the quarter being reported, all have increased their expectations for profitability.
$Palantir Technologies Inc.(PLTR)$ To those who sold over 25, like me, it’s time to start picking off shares from fearful newbies. Reversal is near, as next ER is approaching and well timed with the end of mercury retrograde at end of April.
$SPDR Gold Shares(GLD)$ I think this is going lower on the short term. Iran retaliated along with proxies. No one cares. US isn’t going to do anything about it. Markets higher. No one cares. I’m staying all in long as at some point, everything will matter.
$SoFi Technologies Inc.(SOFI)$ The funniest part is that SOFI missed the entire rally so far this year, is down -30% and is STILL going down with the rest of the markets as they correct. Average or below par results and this stock will see $5 this year with out a doubt.
$NIO Inc.(NIO)$ I bet that if you have had an EV and dealt with charging, then you would love it!-Buy your car for $10,000 less since you aren't buying the battery.-Value of your car isn't tied to the range left on your battery.-As fast OR FASTER than filling up at the gas station. Gen 4 swap stations take less than 3 minutes to swap.-20% of all chargers are inoperable-A line of ONE person is a wait of 30 minutes or more, BEFORE you wait your 30 minutes to charge.-5 fill-ups a month of gas is much more expensive than 5 battery swaps a month.-EV's don't cost nearly as much to maintain. They only have 20 (yes, only 20) moving parts compared to 2,000 moving parts in an ICE vehicle.
$Taiwan Semiconductor Manufacturing(TSM)$ AI Titans like TSM, Nvda, Msoft, Amzn, etc are fine especially with interest rates staying where they are. Almost historical like profits and low forward multiples. AI will create 6%+ GDPMaybe people were expecting the drop because of the news so they could load up on these gems. It’s proof that these are the real winners of the future.
$Taiwan Semiconductor Manufacturing(TSM)$ Why should this move up? Revenue numbers are already out. Only uncertainties are downward potentials (earthquake impact o production lines) and geopolitical risk/tensions across increasing
$SoundHound AI Inc(SOUN)$ if SoundHound can convert a chunk of its backlog into revenue, this rich valuation ratio will go down. However, that's if the stock price doesn't rise, and any huge news like that would undoubtedly send the stock higher.Therefore, it's unlikely the stock will get significantly cheaper from its current levels. So, if investors are interested in SoundHound stock, they should remember that it probably will be very volatile.

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