PorterLamb
PorterLamb
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avatarPorterLamb
2024-05-27
$Alibaba(BABA)$ BABA was able finance $4.5bil worth of debt at 0.5% that isn’t convertible until the stock rises 30%. Whoever is on the otherside of this deal is incredibly bullish.😀If the outlook for BABA continues to improve and things keep looking up, even Stinky may buy some shares.
avatarPorterLamb
2024-04-25
$Apple(AAPL)$ lol , even the die hard ally of the U.S. is banning Apple now. For their government and military. Apple is just a spy tool. People around the world are finding out.Ppl used to change phone every year then every 2yrs then 3.. then 4 .. or some was even extreme 5 yrs.
avatarPorterLamb
2024-08-02
$Microsoft(MSFT)$ You've got alot to learn about the market. The pull back was a huge over-reaction to a near miss on one sector of MSFT earnings. In a year, nobody will remember this blip. Smart money recognizes that and is sucking up shares at a discount.
avatarPorterLamb
2024-07-24
$SUPER MICRO COMPUTER INC(SMCI)$ Last earnings report, CEO raised guidance for this quarter ending June 30, 2024 to about $8.00 from $7.00 estimated. I am sure SMCI will beat the estimate of $8.00 for this quarter. CEOs usually provide conservative guidance for them to beat. Hopefully guidance for next quarter will drive the stock higher.
avatarPorterLamb
2024-03-15
$Tesla Motors(TSLA)$ SpaceX Lost!What is Elon's Masterplan ?Answer > he doesn't have anyJust 1 trick pony .. keep cutting prices till earnings goes negativeMargin down the toiletRevenue going down the toiletMassive inventory that nobody wants to buyFrom huge profits back to huge losses like the good ole daysWhat you looking at right now is a Declining Auto Manufacturing Company with no significant Real AI Technology that can churn out huge revenue in the near future.Tesla is basically a PIPEDREAM160.00 doesn't hold ~~> next stop 100.00If 100.00 doesn't hold = Death Dive back to $20.00Tesla is heading to $150 and even lower.
avatarPorterLamb
2025-08-04
$YZJ Shipbldg SGD(BS6.SI)$ shipping those gains! Small win now but with global ship orders rebounding and LNG vessel boom, this baby's just getting started. SGX account making moves!
avatarPorterLamb
2024-08-06
$SoFi Technologies Inc.(SOFI)$ You all should be happy the trading platforms are down right now. That’s why stocks are going back up. As soon as all the retail panic sellers get logged back in to their Schwab accounts…the market is going right back down.
avatarPorterLamb
2024-03-26
$Micron Technology(MU)$ Key things to remember and take away from the earnings call. Micron’s HBM3e supply is sold out for FY24 and much of the FY25 supply has been allocated…allocated doesn’t mean that it’s sold yet, so there is revenue and margin upside potential as market pricing continues to increase. This also means that pricing for other DRAM products will go up as well as suppliers balance the mix of HBM capacity with standard DRAM capacity.
avatarPorterLamb
2024-05-20
$Sea Ltd(SE)$ P/E is useless with this company right now. look at their P/S as they're still in growth mode. their P/FCF is much better too. their not dropping as much to the bottom line because of their aggressive reinvestment in the company (what you want and the right move at this stage). so yeah P/E is useless given where this company is in lifecycle
avatarPorterLamb
2024-05-28
$Li Auto(LI)$ Compared with last November (when ideal sales reached 41,000 units), the total number of mainstream 6-seater cars in the market shrank by 2,600 units. For the world, M9 and M7, a total of 7,400 units were added. Ideal, L9 and L8, a total reduction of 13,000 units. Wei brand, Lanshan added 1,000 units.There are several conclusions:1. The 6-seater car market shrank slightly in absolute terms, but the shrinkage was better than the broader market.2. Ideal aspectThe competing product of M9 is L9 rather than L8, but the order decline for L8 is even more severe, which has a lot to do with the lack of booths. Last week’s sales composition also showed that L8 was less than L9. With the booth restored, orders for L8 ar

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