WalterBurns
WalterBurns
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avatarWalterBurns
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.
avatarWalterBurns
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$Bank of America(BAC)$
avatarWalterBurns
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
avatarWalterBurns
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?
$Apple(AAPL)$ 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 $7.10 per share.
avatarWalterBurns
2023-01-30
Why are the SEC so weak. The EV run up, the sell button's stopped. It's the perfect white collar crime. This was scarily available to short after a ridiculous run up. For new people please know we are still in a bear market- be careful. I hate those stories of people losing everything they worked so hard for$Beyond Meat, Inc.(BYND)$
$Palantir Technologies Inc.(PLTR)$ 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???
avatarWalterBurns
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)$
avatarWalterBurns
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
avatarWalterBurns
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.
avatarWalterBurns
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
avatarWalterBurns
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)$
avatarWalterBurns
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?
avatarWalterBurns
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
avatarWalterBurns
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.
avatarWalterBurns
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
avatarWalterBurns
2023-03-08
The board Bo*Zo continues to PRETEND Affirm is insolvent. Funny thing is Max isn’t aware of that and continues to expect profitability later this year. He also said delinquencies are trending down and they finished last quarter with 2.4 billion in total liquidity split between $1.4 billion in Cash and Cash Equivalents. I guess Mikey doesn’t really know what “insolvent” means. 😂🤡$Affirm Holdings, Inc.(AFRM)$
avatarWalterBurns
2022-03-21

Singapore Airlines shareholders are still down 16% over the past five years

For many, the main point of investing is to generate higher returns than the overall market. But every investor is virtually certain to have both over-performing and under-performing stocks. At this point some shareholders may be questioning their investment inSingapore Airlines Limited(SGX:C6L), since the last five years saw the share price fall 46%. But it's up 6.6% in the last week. But this could be related to the strong market, with stocks up around 3.8% in the same time. Although the past week has been more reassuring for shareholders, they're still in the red over the last five years, so let's see if the underlying business has been responsible for the decline. Singapore Airlines wasn't profitable in the last twelve months, it is unlikely we'll see a strong correlation between its s
Singapore Airlines shareholders are still down 16% over the past five years
avatarWalterBurns
2022-09-08
Crazy oil prices lately, I keep reading about demand destruction but not seeing it. Everyone is on the roads it seems like in my slice of the world, everyone with a boat was out last weekend on the river, the couple of times I've flown this year the airports have been packed along with every flight....packed.When camping two weeks ago with the family, both campgrounds we stayed at...packed with bright shiny new trucks and campers.I just don't believe the numbers we're seeing right now.$Occidental(OXY)$
avatarWalterBurns
2022-12-26
I shorted ABNB at 150 levels after IPO and and lost some money as I did not hold short long enough and it shot up. I think ABNB is a Solid buy at the current levels. There is a chance it might still fall further if the market comes down but a solid buy if you wait for at-least a month and worst case 3 months and will make money at these prices.$Airbnb, Inc.(ABNB)$

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