cozyzi
cozyzi
Tracks US stock portfolio performance with spreadsheets.
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avatarcozyzi
07-30
$NVIDIA Corp(NVDA)$ Last time it went from 980 to 860 I was reading the same stuff and I sold at a loss 5 min later it went back up, and wait for it .... went down again to 770 and then 1400 ( 140) I do get it, nvid might go down a bit more so I am not in denial friend. let see how you feel when the direction changes. hugs and kisses
avatarcozyzi
08-08
$Shopify(SHOP)$ The money was made selling at $92. You clowns didn’t sell did you? I guess you haven’t learned from the past. lol. Recession is what most believe is going to happen. If they believe it, they will slow spending. The subscription rev increase came mostly from fee increases, not growth in customers. But you don’t care, now it continues the fall and you’re baggies again. lol. Today was a good day but it didn’t even close above where it was a few weeks ago. The macro has collapsed since then . I look fwd to buying some tech after the rout. Until then Telus it is.
avatarcozyzi
07-23
$CrowdStrike Holdings, Inc.(CRWD)$ No software in history has caused as much mayhem as crowdstrike has done. They likely will incur large payouts from lawsuits. I am also wandering whether you can have a security software that does not interfere with the main function of operation system and other major softwares? I sometime have issues with Microsoft excel and words, are there also related the security softwares?It was an update. They did it to themselves. Bricked a big chunk of America’s infrastructure. It wasn’t a hurricane, ice storm or tornado. It wasn’t a loan call, derivatives or penny stocks, secret recording or a faulty O-ring seal. More losses in the days to come.
avatarcozyzi
2022-09-05
$AMD(AMD)$ Good news for AMD PC builders. A recent report from DigiTimes Asia shows that DDR5 memory prices are anticipated to fall in price during the latter half of 2022 & through 2023 which should definitely help AMD PC builders.In July, contract pricing declined twenty percent while chip vendors unloaded lower-level DDR5 modules. The consumer-level DDR5 prices, especially at channel distributors, plummeted far below the manufacturer's estimated retail pricing.
avatarcozyzi
2023-01-10
over 30 trillion dollars have been lost in the market because of the Good old boy system and the bad eveil banks having the FED raising rates, But First the Banks had to have the FED keep rates lower than they should have and over heat everything and drive stocks higher than they should have ever went all part of the Good old boy system in creating the great theft from main street$Bank of America(BAC)$
avatarcozyzi
2022-06-10

If I Could Buy Only 1 Warren Buffett Stock, This Would Be It

KEY POINTS There are plenty of great Buffett stocks, including Apple, Amazon, Chevron, Bank of America, and Mastercard. Markel is sort of a "baby Berkshire" and provides diversification with its equity holdings. Markel has underperformed in recent years, but is doing well in 2022 and is valued attractively. This stock offers something that none of Berkshire's other holdings can.Don't underestimate the power of $Berkshire Hathaway(BRK.A)$($Berkshire Hathaway(BRK.B)$) 13F-HR filing to the U.S. Securities and Exchange Commission (SEC). The SEC requires the company to disclose all of the stocks that it owns on a quarterly basis.In a real sense, Berkshire's 13F-HR provides a peek into what Warren Buffett
If I Could Buy Only 1 Warren Buffett Stock, This Would Be It
avatarcozyzi
08-01
$Intel(INTC)$ If the earning is not good as I expected, I just buy more for a long-term investment. Why the USA government invest 8 billion in Intel? Just wait for the government to says "All chips must be made here in the USA in order to sell it here!"
avatarcozyzi
2022-07-08

For Sea Limited [SE], Analyst sees a rise to $196. What next?

$Sea Ltd(SE)$ gained 9.09% on the last trading session, reaching $75.34 price per share at the time. The company report onMay 17, 2022that Sea Limited Reports First Quarter 2022 Results.Sea Limited (NYSE: SE) (“Sea” or the “Company”) today announced its financial results for the first quarter ended March 31, 2022.“We recorded solid results across our business in the first quarter of 2022, despite challenging comparisons to the same period last year during heightened COVID-related restrictions. As a result, we are well on track to achieve our previously shared projections of profitability in our Asia markets, while continuing to scale our businesses and capture market share globally,” said Forrest Li, Sea’s Chairman and Group Chief Executive Officer.Sea
For Sea Limited [SE], Analyst sees a rise to $196. What next?
avatarcozyzi
05-08
$Apple(AAPL)$ Dividend increase…Additionally, Apple will be raising its dividend by 4% to $0.25 per share (quarterly) and is planning for more annual payout increases going forward. Apple's annual earnings are now expected to be up 6% in fiscal 2024 and are projected to rise another 8% in FY25 to $7.10 per share.
avatarcozyzi
2023-01-30
Why are the SEC so weak. The EV run up, the sell button's stopped. It's the perfect white collar crime. This was scarily available to short after a ridiculous run up. For new people please know we are still in a bear market- be careful. I hate those stories of people losing everything they worked so hard for$Beyond Meat, Inc.(BYND)$
avatarcozyzi
04-29
$Palantir Technologies Inc.(PLTR)$ The biggest EPS (Earnings Per Share) beat in Facebook’s history, now known as Meta Platforms, was for the quarter ending December 31, 2023, when the eps was $5.30 for the quarter representing a 199.44% increase yoy. What percentage PLTR will beat this quarter? Are we too early for the expectation, or it's the beginning of quarterly surprises in the next several years???
avatarcozyzi
2023-03-23
IDC "Global shipments are now expected to total 403.1 million units in 2023, down from the 429.5 million units forecast in December 2022 by the IDC Worldwide Quarterly Personal Computing Device Tracker."DRAM Exchange Spot price continues to tank - Leading indicatorCAPEX is too high to cut production $150M per unit (20 Units?) $3B in depreciation expense over 5 years whether you build or not.Micron may need to do "material inventory write downs" amid supply glut "exec" from Market WatchMoney to be made on the short side$Micron Technology(MU)$
avatarcozyzi
2022-06-09

Shopify Stock Split: Here’s What Investors Need to Know

$Shopify(SHOP)$ share price has been hit hard. Year to date, the stock is down over -68%, having hit a 52 week-low of $402 recently — a far cry from its 52-week high of $2,228.73.As one of the pandemics growth stock success stories, the current high inflation, rising interest rate environment has not been favourable for Shopify’s valuation.Despite this, at least two-thirds of Shopify shareholders voted yesterday at the annual general meeting in favour of a new corporate governance structure. Details include the following: The new structure will protect founder and CEO Tobi Lutke’s voting power and ensure he will hold 40% of the company’s voting power via non-transferable founder’s shares. Shareholders voted in approval of a 10-for-1 split of the comp
Shopify Stock Split: Here’s What Investors Need to Know
avatarcozyzi
2022-04-26
$Lucid Group Inc(LCID)$ CarGurus conducted an online survey of 2,176 automobile owners in the U.S. on their sentiments toward electric vehicles. The survey was done in three waves: on February 28, as gas prices in the U.S began to climb, then a second wave on March 14 as gas prices climbed higher, and finally, a third wave was conducted on April 8, as gas prices leveled out. Looking at consumer sentiment towards EVs in general, 40% of respondents said they expect to own an EV in the next 5 years, versus 34% from a year ago. Looking further out, 60% said they would own an EV in the next 10 years versus 40% from last year. Overall, those "excited about development" in the EV space climbed to 51% from 45% from a year ago.
avatarcozyzi
2022-06-30

3 Reasons Why Microsoft Is a Stellar Long-Term Hold

It’s been a battlefield within the market year-to-date. Bears have seemingly pushed forward all year, forcing bulls to retreat. At every corner, they keep up their assault.It’s been exhausting, to say the least. In a quick turn of events from previous years, tech stocks have tumbled, undoubtedly causing investors to feel the pain.Supply chain and geopolitical issues have added fuel to the fire sale, but the spark was created earlier in the year whenever inflation had been reported to be at its highest levels in decades. Needing to act swiftly, the Fed opted to raise interest rates by levels not seen in years.With the market pricing in the impact of the Fed’s actions, many once-beloved stocks have seen their valuations slashed by double-digit percentages throughout 2022. The chart below ill
3 Reasons Why Microsoft Is a Stellar Long-Term Hold
avatarcozyzi
2022-09-15
Not selling!! If we hit $20 I will add, if we hit $15 I will use all my margin and add. I’m patient I will sell in 2 years at $200 no less. I am a retired credit modeler and I believe credit risk modeling can be automated. They are doing that and seems pretty successful. Given the tiny 2 bil market cap it seems worth buying now$Upstart Holdings, Inc.(UPST)$
avatarcozyzi
2022-07-06

How Sea Limited (SE) Is Doing Technically?

The stock of $Sea Ltd(SE)$ increased by $2.2 on Friday to finish at $69.06, up 3.29 percent. The last five days have seen an average of 5,392,940 shares of common stock traded. 1 time new highs were reached in the current year, with a fall of -$154.65. The average number of shares traded over the last 20 days was 5,859,370, while the average volume over the last 50 days totaled 7,753,310.SE stock dropped -13.40% since last month. On 06/30/22, the company’s shares reached a one-month low of $65.21. The stock touched a high of $372.70 on 01/03/22, after rallying from a low of $54.06 in 52 weeks. The price of SE stock has declined by -69.13% or -$154.65 this year, reaching a new high 1 time. Still, the stock price is down -81.47% from the 52-week high.Val
How Sea Limited (SE) Is Doing Technically?
avatarcozyzi
2023-01-09
At the end of the year, industry reports came in succession. Recently, international market research institute Gartner released the Magic Quadrant Report of Global Cloud Database Management System in 2022. The report shows that among Chinese cloud manufacturers, Tencent Cloud and Alibaba Cloud have been repeatedly mentioned in the Magic Quadrant Report by virtue of their years of technology accumulation.Among them, Tencent Cloud entered the NICHE PLAYERS quadrant, and according to the Gartner cloud database management system operation use case key function report, Tencent Cloud Database ranked first in terms of OLTP transaction and lightweight transaction use cases; Alibaba Cloud entered the LEADERS quadrant and became the only Chinese manufacturer in the leader quadrant
avatarcozyzi
2023-01-30
$Grab Holdings(GRAB)$ I am out here in Malaysia. I used GRAB every day, dozens of times in the past two months. It is an efficient app. I only use it for cars, but I see their green logos and fridge boxes on delivery motos all day, every day. GRAB has to be an acquisition target, maybe by DIDI? Perfect fit.
avatarcozyzi
2022-11-16
$Pfizer(PFE)$ Do not listen to a bunch of ignorant who never read a scientific paper and know nothing about the vast medical literature on COVID19 vaccines. Around 13 billion doses of vaccines have been given around the world, 68% has received at least one vaccination, 64% fully vaccinated. Since they are short of argument these conspiracy theory followers want to make you believe that these vaccines are associated with a significant risk of myocarditis. This is absolutely false, it has been studied and analyzed in multiple medical papers and found that the risk of myocarditis is very low, almost all cases reverse quicker and the risk of myocarditis from the virus is 11 times higher. THis is the exact quote from a paper published in Circulation whi

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