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Shares personal US stock market experiences on social media.
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avatargleezy
2022-03-24

Palantir: SBC Is Definitely A Concern, But The War Is An Even Bigger Problem

Summary Palantir Technologies' (PLTR) stock prices fell -17.79% from February, partly attributed to the company missing consensus estimates' EPS of $0.04. For FY2020 and FY2021, the company's stock-based compensation totaled $1.27B and $778M, representing close to 116% and 50.4% of its respective revenues. Nonetheless, we expect its stock-based compensation to moderate over the next three years, once the company turns GAAP profitable. Due to the ongoing war in Ukraine, we also expect government expenditures on defense and security to increase, which will further boost PLTR's revenue growth and adoption moving forward. As a result, we expect the company's excellent forward performance to counter the negative impact of its share-based compensation. Douglas Rissing/iStock via Getty Images Inv
Palantir: SBC Is Definitely A Concern, But The War Is An Even Bigger Problem
avatargleezy
2023-03-07

Amazon: Profit Drivers In 7 Graphics

Amazon: Profit Drivers In 7 GraphicsSummaryTHEPALMER/E+ via Getty ImagesThesis$Amazon.com(AMZN)$ (NASDAQ:AMZN) exhibits competitive advantages across a variety of its businesses. As a result of investing heavily over more than two decades to solidify its favorable position, the company is likely to expand profits significantly over the next several years. High margin services, such as advertising, that leverage existing capabilities or infrastructure are growing at a faster rate than lower margin product sales, such as those from Whole Foods. Loss leading offers, such as sports coverage to boost Prime memberships, are likely to dwindle. Capital expenditures in both digital and physical infrastructure should continue to moderate after the pand
Amazon: Profit Drivers In 7 Graphics
avatargleezy
2023-04-07
$Unity Software Inc.(U)$ scam stock whose sole purpose for existing was for the insiders to dump their shares for whatever they could get. Scalp the shareholders. Never say anything in their CCs to generate any enthusiasm. They talk like they want to fail. Only Cathie Wood's interest has kept it from being a penny stock. That said, it's one of the few pure game dev stocks and they've got a competitive product.
avatargleezy
2023-06-22

Mitigate Nvidia risk with a value-chain exposure to AI

Mitigate $NVIDIA Corp(NVDA)$ risk with a value-chain exposure to AIThe recent earnings announcement from Nvidia was historic. It’s not often that a firm shifts revenue guidance for an upcoming quarter from $7 billion to $11 billion. Nvidia’s total market capitalisation touched $1 trillion, something very few companies ever achieve1.An overzealous valuation?Professor Aswath Damodaran of New York University2, well known for his work on valuation, has said he cannot rationalise a $1 trillion valuation.Damodaran estimates Nvidia has a roughly 80% share of the artificial intelligence (AI) semiconductor market, which is around $25 billion today. Using bullish assumptions, which may not prove accurate, he looks to see growth in the AI semiconductor marke
Mitigate Nvidia risk with a value-chain exposure to AI
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2023-03-15

Google: Don't Fight The Trend (Technical Analysis, Rating Downgrade)

Google: Don't Fight The Trend (Technical Analysis, Rating Downgrade)lindsay_imagery$Alphabet(GOOG)$ (NASDAQ:GOOGL) has returned over 18% to investors who followed my last call, as I expected the stock to form the last leg of its corrective wave formation. The stock has successively dropped in a new downtrendand is heading into more weakness also confirmed by its most relevant industries and benchmarks. In this article, I discuss technical elements that underscore the increasingly high chances of seeing the stock performing poorly, while I also discuss the possibility of a more positive outcome. All elements considered lead me to qualify the stock as a hold position, while I would certainly not enter or add exposure in GOOG.A quick look at the big
Google: Don't Fight The Trend (Technical Analysis, Rating Downgrade)
avatargleezy
2023-03-01
2022 had some bad months as well, but Feb was unquestionably terrible. KWEB down over 17% after mounting a comeback October to January. See chart below. At support levels again, but risk is high with geopolitical instability. At least the economy is reopening.$Pinduoduo Inc.(PDD)$
avatargleezy
2023-03-17
$Netflix(NFLX)$Always flip before lunch break and watch…Can't believe I missed a 292 entry point. Still a good buy at 313 though. The price cuts were smart. Done in a time when they need to work with customers and add new subscriptions during high-as-a-kite inflation,depending on how market moves during that period, wash, rinse and repeat. Sometimes it wouldn’t hurt to take profit for day the and plan for the next day. Don’t be greedy…Good luck!
avatargleezy
2023-03-13
$SoFi Technologies Inc.(SOFI)$ my funds settled. Will add bigly tomorrow. remember 3 things - 1) US banking systems will NEVER fail. Fed will rescue just like$BAC in 2008 financial crisis - too big to fail 2) SOFI is the next $Amazon.com(AMZN)$ of finances and plus banks - the future of banks, eventually replacing traditional banks 3) price target short term $12, long-term 2028 - $120 to $200+
avatargleezy
2023-03-17
$Baidu(BIDU)$ $Alibaba(BABA)$. Rock solid endorsement by tech blogger Chapingjun, who has more than 2.4 million followers !Hong Kong-listed shares in China's Baidu rebounded 16 per cent on Friday as users told of their experiences with the Ernie bot.Users who received invite codes to try Ernie later in the day began to post and livestream tests of the Chinese chatbot and do a side-by-side comparison with U.S. chatbots such as Microsoft's Bing chatbot, which is powered by ChatGPT technology. One user described on the Weibo social media platform how Ernie had answered a question about the status of Hong Kong philosopher Zhang Jinqing accurately."The response was O.K.", the user said. "There is a definite ga
avatargleezy
2023-03-03

Nvidia Q4 Highlights: Inventory Glut And Revenue Decline

Nvidia Q4 Highlights: Inventory Glut And Revenue DeclineJustin SullivanBusiness Overview and Investment Thesis$NVIDIA Corp(NVDA)$(NASDAQ:NVDA) is an important player in the semiconductor industry, operating as a fabless chip designer. The company designs a range of products, including graphics processing units also called GPUs, central processing units (CPUs), data processingunits (DPUs), and network interface controllers (NICs). NVDA is truly known for its GPUs which one could argue are the backbone of the company's business. With this range of products, NVDA serves markets including gaming, data centers, professional visualization, autonomous vehicles, and OEMs.During myprevious article, I explained how NVDA is a well-established player in the s
Nvidia Q4 Highlights: Inventory Glut And Revenue Decline

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