SummaryUnity reported strong Q2 results, beating analyst estimates on revenue and earnings.The company also raised Q3 and FY 2023 guidance and reiterated the $1 billion adj. EBITDA target by 2024.Despite the solid business performance, however, Unity's valuation looks stretched at 7x EV/ Sales, especially when compared to key peers.On valuation concerns, I rate Unity stock an Underperform/ Sell.Sundry PhotographyUnity $Unity Software Inc.(U)$ software reported strong Q2 results, beating analyst consensus estimates on both top- and bottom-line. The firm's headline 80% YoY growth is inflated, however, due to the ironSource merger. Unity's revenue on a pro-forma basis excl. M&A would have resulted in a topline expansion of "only" 11%.Unity's pro-for

SummaryApple is historically a fiscally sound company with an extensive range of consumer-oriented technology products and services.A slowdown in hardware sales due to a softening macroeconomic environment has resulted in contracting revenue streams.The huge bull run YTD was driven by speculation and came on the heels of the firm's worst Q1 and Q2 in almost 20 years.Shares are currently excessively pricey compared to their intrinsic value, making it difficult to advocate investing at current prices.Any drop in pricing levels towards a fairer valuation would present a great opportunity to invest in a high-quality company.EKIN KIZILKAYAInvestment ThesisApple $Apple(AAPL)$ is one of the most historically profitable and fiscally sound companies in the

SummaryTesla's CEO Elon Musk's reputation has been damaged, in my view, leading to a change in sentiment towards the company.Tesla's shrinking margins and declining financial position raise concerns about its long-term sustainability.The current sentiment shift and financial challenges suggest that Tesla's stock is overvalued.Sky_BlueFull disclosure, I never liked Tesla $Tesla Motors(TSLA)$ as an investment, but I always thought it was a great company. I think TSLA should be admired for transforming the auto market, making electric vehicles accessible, and starting the major conversion away from fossil fuel vehicles. You have to be impressed with what TSLA's CEO has accomplished.However, as an investor, I've never been fully convinced about Tesla

SummaryTyson Foods has struggled in the past year due to high commodity costs and difficulties passing increased input costs onto customers, leading to a massive stock devaluation.The company is facing significant labor shortages and rising costs due to years of subjectively short-sighted business decisions.Reduced animal farm production levels will likely remain due to farm worker shortages and severe financial distress among smaller farms, partially driven by Tyson's "Monopsonistic" buying power.Tyson's distributable cash flow may fall dramatically as its operating margins collapse and it is forced to increase capital investments due to aged facilities.Tyson appears likely to suffer from negative investment trends as the market realizes the firm's long-term challenges.Scott Olson/Getty I

Someone from a public channel make a call that it's a good sign to trade SE $Sea Ltd(SE)$ .He said "For those who invest in Nasdaq market, SEA Limited is climbing a series of HL and HH. For your info, I am invested into SE. Invest and trade at your own risk."Questions :>>what's his entry point / price?>> How long he will hold?>>What's his PT (Profit taking) area?>> why now he only mentioned? And now from the bottom up area?Hence, always due own due diligence prior any trade.>> Overall, it's still a downtrending stocks.Good if ride from low.Day chart- it may pullback anytime in which all indicators are at OB area.Week chart - peak is there, protect the down side.

SummaryThe company has multiple levers to pull on the cost front to ensure that profitability and margins are maintained despite the challenging macroeconomic environment.Apple's iPad, Mac, and iPhone segment remains difficult in the near term, posing a weakness in revenues in the meantime.The US smartphone market is likely to be a headwind to iPhone revenues as a result of inflation, weak consumer demand, and an elevated inventory position.AAPL's capital return to shareholders remains attractive for long-term investors due to its massive net cash position and strong cash generation capabilities.At 29x FY2024 P/E, the risk-reward is not attractive for investors to enter into the name.WirestockI have looked deep into Apple's $Apple(AAPL)$ recent FY

SummaryNvidia Corporation has soared in 2023, first due to hype - then due to incredible financial results.Management has indicated unprecedented demand with expectations for growth to persist in years to come.I was wrong here, I'll admit that. But after the large run-up, the Nvidia valuation is looking precarious.I discuss the assumptions needed to make this a market-beating investment.CylonphotoPerhaps no other tech stock has surprised investors as much this year as Nvidia Corporation $NVIDIA Corp(NVDA)$. The stock headed into the print with a strong AI-driven rally, leading many (including yours truly) to view the valuation as getting stretched. The company proceeded to blow estimates out of the water, with the stock continuing its ra

SummaryThe amazing turnaround of Meta gained steam after second quarter results and guidance that exceeded expectations.Fueled by the recovery in ads and industry-leading targeting capabilities, Meta was able to sustain its momentum, showcasing an impressive 11% growth and a 441 bps adjusted margin expansion.CEO Mark Zuckerberg and CFO Susan Li tried to keep investors honest, as they repeatedly reiterated the company's focus on Reality Labs, which surpassed $40B in cumulative losses.Let's quantify the remaining upside and assess the magnitude of value destruction that is caused by Reality Labs.panida wijitpanyaThe amazing turnaround of Meta $Meta Platforms, Inc.(META)$ gained steam after second quarter results and guidance that exceeded expectatio

SummarySnap Inc is facing challenges including slowing daily active user (DAU) growth in North America, declining average revenue per user (ARPU), and sluggish strategic investments.These issues, along with a significant pullback in ad spending across the market, have led to a bearish short-term outlook for the stock.Despite these challenges, SNAP has potential growth opportunities including international expansion, ARPU growth, and strategic initiatives including augmented reality, virtual shopping, and Snapchat+.I view the current valuation as expensive, with a weighted average price target that implies a 25% discount to today’s price.The company needs to carefully execute its growth strategies and find alternative methods of monetization from its existing user base to become attractive

Summary:TSMC reported a mixed Q2'23 earnings report due to cutting full-year estimates.The Taiwanese foundry company still predicted booming AI demand while the headlines focused too much on delays at the Arizona fab.The stock is cheap at 14x more normalized '24 EPS targets considering a forecast for a return to 20% growth.Bilanol/iStock via Getty ImagesTaiwan Semiconductor Manufacturing Company Limited $Taiwan Semiconductor Manufacturing(TSM)$ reported disappointing Q2’23 earnings to kick off the earnings season for the semiconductor sector on the wrong note. The foundry leader faces a tough Q3 due to ongoing inventory overhangs, but the current weak results are just a speed bump towards a big AI future. My investment thes

SummaryNVIDIA's key growth factor is its ability to scale, achieved through initiatives like the Inception Program and Venture Capital Alliance Program, which support AI and tech startups.The company's Deep Learning Institute, Partner Network, and successful acquisitions also contribute to its growth and position as a leader in AI, data science, and high-performance computing.NVIDIA's business model and ability to scale are not widely discussed, but they provide a long runway for success and should be considered by potential investors.Justin SullivanWhat is the Goal of this Article?As my readers know, I like to start out with what is the goal of my article. In this article the goal is to educate shareholders, potential shareholders, and bears on NVIDIA

SummaryIntel is restructuring its development teams based on technology modules, aiming to reduce delays in technology rollouts and drive innovation in next-generation chips.Intel's RibbonFET design, similar to TSMC's gate-all-around transistors, and adoption of PowerVia for signal and power separation contribute to improved switching speed and miniaturization.Intel plans to introduce Intel20A as the successor to Intel 3, offering a 15% performance improvement with RibbonFET and PowerVia.Intel's internal foundry model and IDM 2.0 strategy aim to enhance competitiveness, attract external customers, and drive cost savings. The company plans to achieve $8-$10 billion in cost savings by 2025.Leon NealInvestment ThesisIntel Corporation's $Intel(INTC)$

The Sea Group $Sea Ltd(SE)$ stock price fell by -0.89% on Friday, 14th Jul 2023 from $63.06 to $62.50. During the last trading day the stock fluctuated 2.64% from a day low at $61.56 to a day high of $63.19. The price has risen in 6 of the last 10 days and is up by 9.88% over the past 2 weeks. Volume fell on the last day along with the stock, which is actually a good sign as volume should follow the stock. On the last day, the trading volume fell by -1 million shares and in total, 4 million shares were bought and sold for approximately $226.50 million.The stock lies in the middle of a very wide and falling trend in the short term and further fall within the trend is signaled. Given the current short-term trend, the stock is expected to fall -28.39%

The SoFi $SoFi Technologies Inc.(SOFI)$ stock price gained 1.43% on Wednesday, 12th Jul 2023, rising from $9.07 to $9.20. 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 4.22% from a day low at $9.00 to a day high of $9.38. The price has been going up and down for this period, and there has been a 6.48% gain for the last 2 weeks. Volume fell on the last day by -11 million shares and in total, 41 million shares were bought and sold for approximately $376.01 million. You should take into consideration that falling volume on higher prices causes divergence and may be an early warning about possible changes

I have feelings that this is gonna be an absolute monster once it goes to $60 to $100 range. Only 1M float compared to $16M float of HKD. HKD took more than 2 weeks to go to $1000 + . This won't be that long. This is one of life time opportunities for sure and I am not gonna bat against it. Slowly accumulating my positions on every dip. $Prestige Wealth Inc.(PWM)$