WalterBurns
WalterBurns
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avatarWalterBurns
05-06 22:56
$SUPER MICRO COMPUTER INC(SMCI)$ 100% up up up in the next 3 months. I will give you 100.00 if it doesn't. Unless some crazy news comes out.Beat on all earnings with 4th quarter expected to be really good.Undervalued by at least 26%......................I am already invested but if I had free cash flow I'd buy now.
avatarWalterBurns
05-06 22:34
$Alibaba(BABA)$ $Alibaba(09988)$ There is a lot of disagreement amongst analysts on BABA. Some say buy now before it soars and some say wait for a pullback in order to pick up more shares at a little bit gooder price. The Snow Clown is in the wait camp and reiterates being patient for a better buying opportunity.
$Sea Ltd(SE)$ It is too late to chase this Bubble. TikTok is killing SE garbage! Do not get trapped in this Chinese Junk. The revenue is collapsing. The company has too many employees for nothing. The management has diluted the stock ownership 3 months ago below $36 because they know that the stock worth way less than $30. The loss will grow. Expect again 35-40% quick drop after the ER Disaster.
$Alibaba(BABA)$ $Alibaba(09988)$ I had all my money in cash when google was $90. I was waiting for “the bottom” to buy it at $85. Each time it went up, it was harder and harder to jump in and I missed the whole rally. Now when I think back, whether I would’ve bought it at $90, $85 or $95 it wouldn’t have mattered, I would’ve been up big time. It’s laughable to me how some people here say I will buy $baba at $50. Brothers, if it’s not gonna work at $68, it’s not gonna work at $50 either. I respect more people who say $baba will go to $0 than those who say I will buy it at $50. Get in now because $75 it’s the same as $50. If you can’t make money with $75 you’re not gonna make mon
$Palantir Technologies Inc.(PLTR)$ 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???
$Palantir Technologies Inc.(PLTR)$ My take on Pltr AI platform is that it is a stand alone AI software with its machine learning not dependent on any particular AI hardware but a huge plus if hardwsre cudtoners uses are that of NVDA $NVIDIA Corp(NVDA)$ for example. It had run on any any common hardware even before AI chips were available. Thanks to Gotham & Foundry in particular is governed by propreitary Ontology which would probably takes at least a decade for competitors to match.I think Meta $Meta Platforms, Inc.(META)$ went south today because of spending impulsiveness in AI chips wherein it is not the case to Palantir.From now
$Bilibili Inc.(BILI)$ $BILIBILI-W(09626)$ When it comes to Bilibili, can it provide a good way for content creators to make money compared to platforms like Douyin or Weibo Video? If they can't nail this aspect, it's highly likely that creators will migrate to other platforms. From what I've observed, quite a few are already doing live-streaming and selling products on Douyin, and they've reduced their video content on Bilibili.I remember a top creator mentioning that he couldn't make much money on Bilibili and knew others who switched to different platforms and are doing well. He couldn't switch because of contractual obligations.The easiest ways for most creators to earn money are probably through adve
$PDD Holdings Inc(PDD)$ TEMU is NOT under scrutiny in Europe...temu had breached the thresholdfor labeling as a lower level internet platform, they have grown to over 3 X'sthe allowance of around 45 million subscribers in a short time ; they'reat around 125 million in a short time.....exploding user base...meaning they have t follow certain rules like meta and amazon...one of the big things in this is they need to watch for/curb counterfit products,,,well i don't see them selling brand labeled things like amazon does and claimthey are A BRAND label jacking up the price of,,,what is do see and have experienced is pretty much they sell no label goods...and DONT JACK UP THE PRICE>>!!!!
$MicroStrategy(MSTR)$ My average is 800 now. I own a ton. Earlier bought under 200 and sold over 600. This time nothing under $4000 !! U keep shorting and covering, while I enjoy the run. Sold NVDA and added this.$10,000 and 10 apartments in New York !!
$Advanced Micro Devices(AMD)$ There are so much emotions about this company; but, I am sorry to say that this company is not a true competitor to NVDA. For AMD to produce and out compete with NVDA $NVIDIA Corp(NVDA)$ chips is not only difficult but unfair expectations for the stockholders .
$Apple(AAPL)$ Thanks to Tesla, Apple isn't the worst Mag 7 stock. Neither company can manage to increase product sales. At least Tesla is able to cut car prices but Apple is unable to reduce prices on its products. It's funny that despite Tesla being a bonafide A.I. company with its Dojo supercomputer, it's still struggling to attract investors. I'm sure A.I. can't solve all the problems a company might have. EVs are a terrible replacement for ICE vehicles in many situations but investors fell for the hype. There is zero chance pure EVs will take over by 2030. My money is on Plug-in hybrids.AAPL To The Moon, Apple Stock" Sticker for Sale by GalleryHeart | Redbubble
$Marathon Digital Holdings Inc(MARA)$ Fred??? Get your woke team and start plugging these machines in. Hopefully you got the transformers working!! Your over paid team of flunkies is losing the mining battle. CLSK cleaning your clock. More poor decisions and lack of execution and we will end up like RIOT. Where’s the acquisition you were boosting about? Did you use all the money for an executive retreat in Wokeville! Your performance is concerning
$Micron Technology(MU)$ $Taiwan Semiconductor Manufacturing(TSM)$ TSM . While the company posted a net profit of $6.97 billion, beating Wall Street expectations, company leadership cut its forecast for the overall market growth, excluding memory chips, in 2024 down to 10%.Considering MU is a memory chip company and the growth is off charts why would MU sell off?
$Sea Ltd(SE)$ I can't wait until Cathie Wood sells SE. Do you realized Cathie Wood is down over 26% over the last three years and only up 1% over the last five years.When she says sell you BUY.This is your the though of the day.
$SUPER MICRO COMPUTER INC(SMCI)$ Investors have become wooseys. Powell talks about no rate cuts, and everybody runs for the hills. Even though companies like this one are practically printing their own money. Looks like lazy managers just limit or or pull back entire segment ETFs and then go back to sleep until the next headline. I'm staying long on this gem.
$TENCENT(00700)$ Look at the junk we've listed over the years. The standards of the Nine Principles are so simple, yet over 80% of them fail to meet them. They're all trash. Taking that money and leaving, who wouldn't consider emigrating? Look at Tencent compared to them—it's really a quality asset.
$NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ In 2019 there were about 340 million shares. There are 2.1 bIllion shares now. Hundreds of millions more will be issued next year.NIO is losing 800m a quarter, its market share is plummeting and its principal China competitors are better managed and already profitable.If you buy, you will lose everything.
I think thi is last step for the day. Will hope it climb from this level to 25 on Monday but will steps down then forward, so dont panic. Would love to see this end at 18. Where do you think Monday will be? Someone mentioned Wednesday.. $Mobile-health Network Solutions(MNDR)$
if you are long and patient: Rivian $Rivian Automotive, Inc.(RIVN)$ will coin a lot of millionaires in the next couple of years. It will go up 10x once it is profitable...they have an amazing brand and products. Too much risk to go short, a lot of upside potential to go long.
A beaten-down turnaround stock, starting from the bottom, should at least double in price.Actually, I think it should at least triple, but I haven't done the research, so let's be conservative and say at least double. $MEITUAN-W(03690)$

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