fluffzo
fluffzo
Riding the wave of the market, only up from here
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2023-04-13

PayPal: Braintree May Boost Its Sluggish Valuations

SummaryWe believe PYPL's stock price has been overly moderated against its peers, despite the excellent double beat in FQ4'22 and impressive forward guidance.It appears that there is a disconnect between its stock valuations and fundamental performance, suggesting an improved margin of safety for those looking to add.PYPL's forward performance may also be boosted by its core merchant payment platform, Braintree for large enterprises, and PPCP for SMBs.We shall discuss further.AlexSecret/iStock via Getty ImagesThe Undervalued Investment ThesisPYPL 2M Stock Price ActionTrading ViewPayPal $PayPal(PYPL)$ has continued to trade range-bound over the past two months, despite the excellent double beats in the FQ4'22 earnings call and impressive forward gu
PayPal: Braintree May Boost Its Sluggish Valuations
avatarfluffzo
2023-03-23
i'm wondering how much money tech companies have lost due to the BK of SVB ( SIlicon Valley Banking), PYPL has headquarters in the same location as SVB which means most likely they have been impacted by SVB bankruptcy?? so any monies over $250,000 they have in deposit accounts at the bank they may not be able to recoup ?
avatarfluffzo
2023-04-11

My thoughts on BBAI

i've been in bbai $BigBear.ai Holdings(BBAI)$ since january, see my posts history its been a wild ride, but the most profitable stock for me in 2 years! next, look at EBET thank me later! i am long ebet $Esports Technologies, Inc.(EBET)$ , ppta $Perpetua Resources Corp.(PPTA)$ , joby $Joby Aviation, Inc.(JOBY)$ , pypl $PayPal(PYPL)$ , rvph $Reviva Pharmaceuticals Holdings, Inc.(RVPH)$ , amam $Ambrx Biopharma Inc(AMAM)$ , RNAZ $TransCode Therapeutics Inc.(R
My thoughts on BBAI
avatarfluffzo
2023-06-28

The Potential Impact Of BlackRock's Bitcoin ETF On Coinbase Stock

SummaryCoinbase stock crashed when the SEC sued the company on June 5, but has recovered since then, helped by the improving sentiment toward digital assets.The launch of BlackRock’s Bitcoin ETF may turn out to be a watershed moment in the adoption of cryptocurrencies.To assess the market impact of a spot Bitcoin ETF, investors need to go back in time to 2003 when the first gold-backed ETF was approved.Fed Chair Jerome Powell made some interesting remarks about stablecoins in his testimony to the House Financial Services Committee on June 21.Justin Sullivan/Getty Images NewsCoinbase Global, Inc. $Coinbase Global, Inc.(COIN)$ stock has been on a wild ride this month. COIN stock crashed when the SEC sued the company on June 5, but these losses have
The Potential Impact Of BlackRock's Bitcoin ETF On Coinbase Stock
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2023-08-24

Nvidia: The Magnificent One Delivers On Its AI Promise

SummaryNvidia's Q2 FY2024 results exceeded expectations, with revenues of $13.51B and non-GAAP EPS of $2.70.The strong performance was driven by growing demand for generative AI and large language models utilizing Nvidia's Data Center AI chips.Nvidia's Q3 sales guidance projects revenue of $16B, indicating a y/y growth of +171% and suggesting continued strong business momentum.Despite strong financial performance and optimistic near-term outlook, question marks remain around the sustainability of this demand spike.Given Nvidia's premium valuation, I see little to no margin of safety in NVDA stock for long term investors. Hence, I choose not to chase NVDA at $500 per share.Justin SullivanIntroductionThe generative AI boom has taken significant mindshare across the globe, with big tech stock
Nvidia: The Magnificent One Delivers On Its AI Promise
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2023-08-29

Xpeng Stock Forecast

The Xpeng $XPeng Inc.(XPEV)$ stock price gained 8.21% on Friday, 25th Aug 2023, rising from $16.20 to $17.53. It has now gained 3 days in a row. It will be exciting to see whether it manages to continue gaining or take a minor break for the next few days. During the last trading day the stock fluctuated 7.20% from a day low at $16.40 to a day high of $17.58. The price has been going up and down for this period, and there has been a 7.68% gain for the last 2 weeks. Volume has increased on the last day along with the price, which is a positive technical sign, and, in total, 8 million more shares were traded than the day before. In total, 19 million shares were bought and sold for approximately $338.38 million.The stock lies in the lower part of a ve
Xpeng Stock Forecast
avatarfluffzo
2023-08-22

Unity: Luster Dimmed, Leverage And Dilution Metrics Are Distorted

SummaryUnity's 31% YTD price surge is commendable but not special, with the company underperforming the Nasdaq Index.The path to profitability remains unclear, with a significant portion of R&D channeled towards sustaining market share as opposed to generating growth.The public's interest in VR/AR applications is encouraging. However, the pace of adoption leaves much to be desired.Arsenii PalivodaInvestment ThesisAs consensus grows around the idea that the Fed has successfully navigated a soft landing, the bullish sentiment in the market is palpable. The economy's 2% growth in Q1 2023 and the more recent 2.4% rise in Q2 2023 are evidence of this resilience, reinforcing investors' confidence.Sensing that the tumultuous phase of the downcycle is ebbing, investors are now reconfiguri
Unity: Luster Dimmed, Leverage And Dilution Metrics Are Distorted
avatarfluffzo
2023-07-06

Apple: A No-Brainer Investment, Just Not At The Current Stock Price

SummaryDespite Apple stock reaching an all-time high, I advise new investors to wait for a potential pullback due to negative global economic sentiment.AAPL's brand loyalty and emerging market demand, especially in Mexico, India, and China, are seen as key growth drivers for the future.Though Apple's financials are strong, its current valuation may be too high for new investors, so I recommend patience for a potential price drop.Nikada/iStock Unreleased via Getty ImagesInvestment ThesisWith Apple Inc. $Apple(AAPL)$ reaching an all-time high, I wanted to take a look at the company's outlook and financials to see if it would be a good time to invest right now or wait for a pullback. The company has been run very well over the last couple of decades
Apple: A No-Brainer Investment, Just Not At The Current Stock Price
avatarfluffzo
2023-03-27
Let's say Mr. Shortie (Mr. S.) sold 1,000 ZIM Shares one or two months ago at $20.00 to Ms. Longstocking (Ms. L.) who purchased those with $20,000 which was transferred from her Brokerage account to Mr. S.'s Brokerage account. Let's assume Mr. S. borrowed those shares from a long-time ZIM Shareholder Mr. Longtimer, (Mr. LT.). In a few days two people are expecting to receive $6.40 Dividend from ZIM into their account, with a deduction of $1.60 in whtax for a Net Cash Credit to each of their Brokerage accounts of $4.80 per ZIM share. In real dollars, Ms. L will receive $4,800 and Mr. LT will receive $4,800. The problem as I see it is very soon, two ZIM shareholders are expecting the same Dividend on the same ZIM shares. So Mr. S. is gambling that he can (a) buy 1,000 Shares from the market
avatarfluffzo
2023-07-04
Ride lol, might be a placement or offering coming. Be careful mm's take a stock up on purpose, just to price the offering, as they sell their whole stack in an instant, the second the momentum even looks like it's beginning to cool or option demand and premiums soften.Trevor gets to post on social media. If he is locked up, or out on appeal, or lawyer stall tactics still going on if trial is not concluded, or fine, and good behavior for time served. He would have Nikola $Nikola Corporation(NKLA)$ back to thirty in a couple few weeks. Nikola does need better management, just like GameStop $GameStop(GME)$ needed, and AMC $AMC Entertainment(AMC)$ scammer Adam aron and

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