(DIS) Stock Gains After Being Named Top Large-Cap Growth Idea for 2022, Shares Could Rally Over 25%
$Walt Disney(DIS)$ Shares of The Walt Disney Company (NYSE:DIS) are trading nearly 1% in today’s trading session afterWells Fargoanalyst Steven Cahall named DIS the Top Large-Cap Growth Idea for 2022. The analyst also reiterated an Overweight rating and raised the $196.00 per share price target. “Stock rewards require some risk. The past few months have shown that DIS will likely face some serious content obstacles if it is to meet its FY24 subscriber guidance. Thus, the backdrop for DIS into 2022 is a proper execution story, in our view. Given DIS's history in delivering the content goods, we think it's an attractive setup, so it's our favorite large-cap growth idea for 2022,” Cahall said in a client note. Disney said earlier that it will ramp up inv
$XIAOMI-W(01810)$In short term, xiaomi has not been adjusted in place, and the new car will also expose some quality problems. After all, it is the first mass production. BTW, when we buy cars, we should value quality, value the company's R&D ability, value the car cost performance, and we should not follow the crowd.
$Intel(INTC)$It is crystal clear that MS and the other "hyperscalers" want to design their own custom AI chips. This is for two reasons. 1) They are sick of getting ripped off by NVIDIA and sick of being at being at the mercy of essentially just one company. 2) Their own custom designed AI chips will be better than any general purpose chip designed by NVIDIA, Intel or AMD. Intel has a tremendous opportunity here with MS. MS is the world's most valuable company. They have the means, they have the money, and they have the drive to stay dominant here....They are dominant now with their partnership with Open AI. Once MS has it's own chips, they will be a major force
$Tesla Motors(TSLA)$In the face of the menacing arrival of electric vehicles, the auto industry outside the mainland is unlikely to be immune for long. Although the price of electric vehicles in the United States has continued to fall, the average price of US$52,314 per vehicle in February this year is far higher than the price of 100,000 to 150,000 yuan per vehicle in China. Even with the 27.5% tariff and the transportation cost of $1,000 per vehicle, continental cars are far more cost-effective than European and American products, which is one of the reasons why mainland cars are likely to capture 25% of the European electric vehicle market this year.
$AMC Entertainment(AMC)$Told you here yesterday! Did i save some bears? LOL! Thanks to Jerome Powell unusual positive tone and dovish comments, we could accumulate shares at such a cheap price all month! Just as T of WS predicted, by the end of the next month, SP 500 is exceeding 5500 and soaring to 7000 by EOY! Even the most bearish Mike Wilson and Michael Blurry has turned super bullish! They are all on edge right now!
$Lucid Group Inc(LCID)$Still a lot of Paid Bashers on a Great Day for Lucid Investors, Lucid will be #1 in EV's once we get a REAL President that doesn't steal money from hard working American and will bring interest rates down. People can't & won't take out loans with these interest rates. People will go back to buying EV's like Hotcakes the way they did when Trump was in office without being forced like biden is doing. All Lucid needs to do is hang around until this 4th wasted year is over and America gets back to normal. When that happens Americans will see that tesla is just a basic generic EV that the engineers practiced on before those same Engineers started "LUCID" to build the ULTIMATE EV. That is why soooo m
Negative Enterprise Value Stocks: Surprising Returns
Avalon Holdings Corporation (AWX)$AEM HOLDINGS LTD(AWX.SI)$ Avalon Holdings Corporation (Avalon) is a subsidiary of American Waste Services, Inc. (AWS). Avalon’s business segments are waste management services, and golf and related operations. The waste management services segment includes waste disposal brokerage and management services, and captive landfill management operations. The golf and related operations segment includes the operation and management of golf courses, fitness centers, dining and banquet facilities, and a travel agency. Current Price: $2.30 Cash per share: $1.4 Comments: Capital intensive business with extremely tight margins. Safe to say that the margin of safety has probably eroded but waste management is al
$SoFi Technologies Inc.(SOFI)$Sofi was up to $7.33 in premarket, which is good that we surpassed yesterday's high of $7.28, which we (chart-wise) needed to do. Right now we're up 6 cents and I'll take that as another positive. ..Maybe we'll have a nice up day today. I see a lot of green out there!
$Grab Holdings(GRAB)$Grab is a money grab. They have others working for them for basically free. There are zero benefits for the drivers and delivery people. It’s like a company store or sharecropper situation. And they did all of this with investor $$. Diluted shares so it can’t really go up. I would say we have been played so they can become very rich. Now they have AI run things and eliminate more humans. It’s like a bad sci fi movie. Anthony Tan is a crook.
$Apple(AAPL)$Apple deserves to be sued. I won an iPod a few years ago at a staff party, and I tried to move my media player music to I tunes. What a joke. Not only does apple not tell you how to do it, when you finally get it transferred it’s all gibberish. Every song all 750 is there but the names of the songs are just random letters. So I had to reload every cd onto iTunes. What would happen if I only had digital music and no cds?
$Coinbase Global, Inc.(COIN)$Why I just Bought more COIN?Analysts are asleep at the wheel. They either have a sell on it or are short . In either case a repricing is coming.Transaction revenue will continue to grow into 2025. Most analysts have the flat revenue on this market cycle without considering that international expansion is just heating up.
$Alibaba(BABA)$I got a feeling people are going to be kicking themselves for not buying at this low valuation. This is a 300-dollar stock by intuition alone. Backed by DCF valuation. Wow up 0.4% in hong kong. What an epic day. Even a junk yard is worth buying at 5X cash flows.
$Micron Technology(MU)$KeyBanc raised $120->$150. Need I remind who KeyBanc is:2018 downturn started Aug. MU plummeted through X'mas. Next March, Keybanc said, after watching MU shares went up next 3 months, said, "Business bad as far as eye can see, but BUY !" Man was right on both counts. Pretty much one of the very few correct analysts' recommendation I've ever read.
$Apple(AAPL)$Apple has a better ecosystem than Samsung and I think that's enough to keep users sticking with Apple's iPhone for at least a few more years. Not every consumer user is a tech-head wanting cutting-edge features. When I've gone to the Apple Store, the Apple Genius people are helping people to learn simple things on their devices and consumers are happy to get that help.
$Alibaba(BABA)$Pathetic performance. The CEO needs to wake up. Do something interesting and not treat it as a dying rodent on a random block. Jack Ma not very smart but he at least had passion for the company. That’s all the difference.
$Coinbase Global, Inc.(COIN)$Why I just Bought more COIN?Its clear that the derivative market is huge as the volume drives most of the fees and revenue. USDC inflows into Coinbase is huge with most of it landing onchain. USDC staking rewards and interest payments are huge as they are leveraging the high interest payments from US treasury.Additionally, Coinbase wallet is a HUGE revenue stream. They are going to onboard a ton of users on the mobile app along with users who want to trade on base for the meme coins.Lastly, we are entering the the biggest quarter for Coinbase. The altcoin cycle is going to continue to drive more volume and liquidity into the exchange.
Simufilam Merits Accelerated Approval The FDA gave accelerated approval to aducanumab on the basis of a surrogate, although, in a large trial aducanumab did not slow cognitive decline and exhibited damaging SAE’S (brain bleeds etc), and furthermore, notwithstanding a negative vote of 29/30 members of ADCOM. Why ? Apparently, the FDA were desperate to give an impression of progress because, notwithstanding many past efforts over many years, alzheimers remains incurable. In contrast, Simufilam actually does slow cognitive decline -in one year, a highly significant 8 % swing over historic norms (by meta analysis) ---- without any damaging side effects. Additionally, it reduces several AZ biomarkers at a high level of significance. As Simufilam does no harm, ethically Cassava should apply for
$Sea Ltd(SE)$Recovery in gaming could be game-changing for Sea Limited. In 2023, its revenue of $13 billion grew 5%. Nonetheless, Shopee's revenue rose 24% during that time, while SeaMoney experienced a 44% increase. Might see an explosive move higher next week.
$Sea Ltd(SE)$What do you think of Sea Limited stock? Actually, $SE is in upward trend: price expected to rise as it breaks its lower Bollinger Band on December 20, 2023. SE may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 29 of 32 cases where SE's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 90%.