PagRobinson
PagRobinson
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$ARM Holdings Ltd(ARM)$ SoftBank is looking to buy UK AI company Graphcore. Seems like SON is heavily investing in AI. One bloomberg analyst said that investors are over estimating AI in short term, but under estimating long term! Make it what you will!
$SUPER MICRO COMPUTER INC(SMCI)$ it's 50% undervalued and on-sale.no major correction on the horizon.buffett says buy when on-sale. good advice.3 days of consolidation after the NH of $1169This stock still has room to run, it just wasn't recognized by the investors earlier. Don't forget it never had any splits either. NVDA so far had 2 splits, otherwise it'll be over $3000 stock. Remember AMZN before the split? $3700 stock. Within this year we'll see $2000, we don't know if/ when the split will take place, but for now the momentum is very strong for good reasons and will continue in the near future.
$NIO Inc.(NIO)$ I never knew how obvious manipulation could look until I saw this stock. Nothing but positive news the last week or so and yet the SP refuses to budge out of the 5.20s. Like it's battling some demons every day.NIO POWER is larger than many US Power utilities. Its not even mentioned by the analysts and I'm fine with that. $90 2024- $210 2025.
$NVIDIA Corp(NVDA)$ NVIDIA will drop bigly , mark todays date time stamp of my post for this prediction, things are looking very bad after NVIDIA ER, wiping out 150 points from SMCI, I will repost this same post after NVIDIA ER to prove my prediction
$Amazon.com(AMZN)$ Amazon will announce 2Q earnings report after the closing on Thursday, August 1. If Amazon reports a strong earnings report of $1.05 and positive guidance going forward, we could easily see $200+. The last quarter earnings were $0.98 versus a consensus of $0.88. Long and bullish.
$GameStop(GME)$ It looks like the shortys (hedge funds) sold every other stock, just have cash to short GME at the end of the day, unfortunately the negative pressure will continue in the morning. The corrupt hedge funds will not allow $30 calls itm this week! Been on this train so long you can see it coming! I hope I’m wrong but doubt it
$ARM Holdings Ltd(ARM)$ It seems ARM was rejected by 50 SMA which was probably a profit taking target by enough short term traders who bought lower. It typically takes a few attempts to break through. I just placed a buy order for few stocks here slightly lower than current value. Cause it is going to go up tomorrow again.
$Amazon.com(AMZN)$ Amazing how quickly humans forget eh? Remember in the summer of 2021 Amazon was in the $180s? Then a year and a half later it was in the $80s? Well in the summer of 2021 when it was in the $180s per share the "sentiment" surrounding it's "future outlook" was very very BULLISH, the statements and analysts were all calling for $200+ per share, some even throwing out $300 per share thus making the $180s seem quite reasonable....only for all that to end up in the $80s not too long afterwards.Now here we are again up in the $180s and the exact same bullish outlook is present, many throwing out $200+, buy recs, rosy earnings, etc, and it's inconceivable that it could fall back down under $100 per share isn't
$NVIDIA Corp(NVDA)$ oops, I hope nobody is short NVDA. This is going to be their biggest loss in 10 yrs.NVDA new AI processor X25-30 faster, and uses X25 less energy! It is expected to ship later this year. Jensen Huang said he is chasing a data center market potentially greater than $250 billion.Huang estimated that companies operating data centers will spend more than $250 billion a year to upgrade them with accelerated Nvidia processor, a market growing by as much as 25% a year.NVDA is shifting from selling single chips to selling total systems, winning a larger chunk of spending within data centers."Nvidia doesn't build chips, it builds data centers," Huang said.Nvidia also detailed a new set of software tools to help
$Sea Ltd(SE)$ It was classified as a gaming stock during the stocktaking on April 17, 2022, but was excluded due to poor profitability. So far, the stock price has shrunk by 57%. The Singaporean company listed in 2017 is mainly engaged in e-commerce and gaming businesses. 67% of the market is in Southeast Asia. The current price is 44.99. Revenue has grown rapidly in the past five years, and the growth rate will slow down to 25.1% in 2022, while operating profit and net profit will continue. Huge losses. In 2022, the interest burden will be converted into interest income. Gross profit margin has increased to 41.7% in the past five years. Revenue increased by 5% in the first three quarters of 2023. Operating profit turned a
$Phunware, Inc.(PHUN)$ Bet on Trump Meme Stocks!!!Earnings loomPre-market already up after red across. Just keep the clock alarm @4am to see the beginning of fireworksWho would've guessed that PHUN would recover the losses it had throughout this horrible dayJust imagine the reaction of bears 🐻 here if Haley/Biden confirmed to be the nominee for general election. The bears have been quiet for 2 dayshahahahah Never happen.!!!
$Apple(AAPL)$ Most EV companies are losing money, so I'm glad Apple isn't going into the EV business. Tesla is doing well but is likely the exception. Most car companies are going into the hybrid car business. Consumers aren't very happy with pure EV cars.
$XIAOMI-W(01810)$ It’s really not just for the sake of good-looking data. After all, the final number of locked orders is not unannounced. When buying a car, do you prefer a refundable deposit or a non-refundable deposit? What a double standard. When I bought it, I hoped that I could regret it infinitely. Then Xiaomi gave you this opportunity to regret it, and it became a point of attack for you again?
$NIO Inc.(NIO)$ May 2024 will be highest deliveries per month in NIOs history. After a strong April, NIO is heading to record quarter. Numbers are qrowing every month and we are still waiting for ONVO. This all is happening in times when you keep listening how bad is chinese economy, how demand for EVs is falling. Now we will be listening "but profit". Tesla went positive at around 80k - 90k vehicles per quarter. This is not question "IF" but "When". NIO is building huge infrastructure and setting itself up to be a leader in smart high tech EVs. If you do not want to see it, it's up to you, there are many great companies to invest, but this is definitly not a time to short this. Good luck
$Upstart Holdings, Inc.(UPST)$ This train wreck finishes in the 25's. Their bank partners are all bankrupt with bonds they can't unload and if were forced to account mark to market - game over. No real rate relief until 2025 into a recession....this doesn't end well.
avatarPagRobinson
09-18 15:44
$ARM Holdings Ltd(ARM)$ ARM may have something good next year. Right now it is overpriced and lacking a big jump in revenue.I would sell on the next NASDQ up day and wait 2 weeks to see who the winners are. Intel had a big move today on some great deals. Japan and Taiwan may see more correction down as the USA moves up.Right or wrong, what do you think?
$Palantir Technologies Inc.(PLTR)$ Heard a military vet mention today, that there are more than 7000 gravesites in the well kept area behind the cliffs of Normandy. Sacred ground. It remains and reminds us of the cost of the freedom we have.Positively, give Karp credit for being faithful to the founders' vision to persist and innovate despite all the rejections and the uncertainties, esp when other companies turned away from supporting US military.Recall Google employees' protest supporting US military with their research. Google decided to back out of contract that Palantir had for quite some time been seeking. It was "a lucky break" as the saying goes and you see how that door of opportunity has brought all the recent
$Rivian Automotive, Inc.(RIVN)$ Do you really believe that? No you don’t but you want to deceive us :( Every new company goes through losing money to build the business. Vehicle manufacturing businesses take more capital than most. They have accumulated property and a state of the art manufacturing plant which are assets on their books. They also have accumulated losses like all other new businesses which will be write offs in the future. Amazon and Teslas followed this same path. Do you believe Amazon, who has made Rivian a cornerstone of their carbon neutral pledge will not continue to accelerate their support. Check out Amazon’s Rivian web pages. Might help you to understand. How about ATT, will they not love the commercial vans that Amazon lov
$IBM(IBM)$ IBM is quietly making big technology gains in the quantum computing field, which is the way of the future. That said, nobody will have a quantum computer in their living room because of the noiseless environment and super cooling required. However, users will hook up to use mainframe quantum computers through the cloud. Nobody is better and mainframe than IBM, and IBM just signed a deal to buy out a cloud company. Add 2+2 and you get the pieces coming together for the future of quantum computing. IMO IBM will be a $500-1000 stock in 5 to 10 years.

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