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

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 ?

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

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

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

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

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

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

SummaryUnsurprisingly, TSM reports impacted top and bottom lines in FQ2'23, thanks to the pulled-forward growth from the hyper-pandemic period and ongoing inventory correction.This cadence may suggest that the foundry's key customers, such as AAPL, AMD, and INTC, are experiencing implosions of demand.The only bright spot may be NVDA, attributed to its astounding forward guidance from the robust Generative AI demand, temporarily absorbing TSM's excess capacity through its high-end GPUs.While we believe that the foundry may successfully execute in Arizona, its bottom line may also be impacted due to the tremendous gap in costs and work culture.While TSM is a Buy with a long-term PT of $147, investors must also keep abreast of the developing Chips War, despite the Generative AI's TAM of $150B

One has to believe $Plug Power(PLUG)$ can continue this Dog N Pony show for a few more years. They’ve been doing it for so long, they can actually get away with it. Bring in a proposed expansion or affiliation with another country etc once a quarter and BOOM, it’s good for a pop. Than, when ER is due, claim the same story abt production and being behind. That’s PLUG.But, now with Gas Prices going up, the talking heads will revive the Hydrogen Power Theory…In actuality it’s The Father of $Gevo(GEVO)$, which is the Mother of all Bagholders

The story of 1929 - $E-mini Nasdaq 100 - main 2306(NQmain)$ The Great Depression was a severe worldwide economic depression that lasted from 1929 to the late 1930s. There were several factors that contributed to the trigger of the Great Depression, but the key trigger is often attributed to the stock market crash of 1929.In the 1920s, there was a period of economic growth and prosperity in the United States, also known as the "Roaring Twenties." During this time, people invested heavily in the stock market, and the prices of stocks rose rapidly. However, in September and October of 1929, the stock market began to decline, and on October 24, 1929, known as "Black Thursday," panic selling began, causing the stock market to crash.The stock market

SummaryWhile the hype has faded, Unity remains an investment on the growth of digital modeling and the meta verse.The company is moving beyond its operational issues and is integrating its ironSource acquisition.The company has repurchased $1.5 billion of stock.I discuss why the forward growth rate is not all that it seems.We AreAfter a protracted period trading at "crashed" prices, Unity Software $Unity Software Inc.(U)$ management finally believes that they are moving past the ad monetization headwinds that had plagued the company in the past several quarters. The company has completed $1.5 billion in share repurchases and is positioned to benefit from its now-closed acquisition of ironSource. A slowdown in online advertising due to macro headwinds

SummaryGameStop is falling back into its pre-bubble price range as its turnaround efforts show lackluster results.The company's "NFT" and cryptocurrency expansion efforts promoted its stock price but likely have been a net negative for its business fundamentals.Despite its small quarterly profit, GameStop's gross margins continue to fall steadily, indicating its growing difficulty in competing with the now dominant digital sales market.The expansion of free-to-play, indie games and subscription game services may accelerate GameStop's margin and sales pressures over the coming year.GameStop's strong liquidity position will slow its demise, but I believe its life expectancy is falling faster today than in 2021-2022, creating a potential short opportunity.Anski/iStock Editorial via Getty Imag

Just like i said, also i did buy but more than the 10,000 shares that i said i would buy.   holding another $10G in waiting for what i see in real time...could be another goofy drop like today or the upside short covering frenzy where i add.  either way, i buy again tomorrow.  on to......general commentary and why i remain bullish from here. $Mullen Automotive(MULN)$ look at amc moving up strong today.  they produce nothing, relying on others for content.  in debt, net debt 9.3 BILLION.  insiders own less than one-half % w/ muln over 8% and net debt under 50 million. bankrupted  shares of SVB Financial Group (sivbq) trading at 4 times the muln share price. a couple of examples where fundamental analysis fail

SummarySnapchat has finally joined the tech rally.But the same competitive and macro headwinds pressuring the stock have not disappeared.The stock is not egregiously overvalued, but near-term catalysts are limited.I am downgrading the stock due to the poor performance relative to Meta Platforms.Jerod Harris/Getty Images EntertainmentSnapchat $Snap Inc(SNAP)$ crashed after its last earnings report and I immediately came to its defense due to the overly pessimistic valuation. I did not anticipate the stock to recover so quickly - to the tune of 50% in less than a quarter’s time. While valuations are not necessarily bubbly, especially if we assume an eventual recovery, I am of the view that there is now a mismatch between investor sentiment and the a

PLTR is on its way to becoming a force. Who in the right mind would think shorting this is a good idea at this price? Put aside your price to sales Multiples, do you even how any clue what type of growth this company WILL experience & soon? Shorts will not make money here unless they scalp intraday noise. This is a screaming buy heading towards $60's. Mark it! PLTR has an agreement in principle with Amazon . Not sure yet of details but its done. My source is great. Stay long and have patience $Palantir Technologies Inc.(PLTR)$