PageDickens
PageDickens
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avatarPageDickens
2024-03-13
$XIAOMI-W(01810)$ According to the understanding of the financial circle, most institutions have a wait-and-see or pessimistic attitude towards Xiaomi Motors. They all believe that Xiaomi is just a new player and basically does not have many advantages compared with the current old players. But it seems that many people have ignored the existence of rice fans. Who among these old and new forces has such a huge fan base to support them? Much of Cyrus's success can be attributed to the conversion of Huawei fans. In the same way, with rice noodles + ready-made sales channels + great products, I believe it will be a hit. This is where Rebus’ confidence lies. This is completely different from other traditional car manufactur
avatarPageDickens
2024-03-15
$Alphabet(GOOG)$ Buy GOOG now. Microsoft said "Today, only one company - Google - is vertically integrated in a manner that provides it with strength and independence at every AI layer from chips to a thriving mobile app store. Everyone else must rely on partnerships to innovate and compete".autonomous cars, robotics, ai in drug discoveries, in house chips designs with its own llm, ai in its phones, etc. these are all long term plays. The company of the future.awesome browser news today, time to make a move on the pc market to kill msft poaching...holding 300k but half on margin lol so slowly selling off now that im back in the green
avatarPageDickens
2024-04-30
$ImmunityBio, Inc.(IBRX)$ Some key takeaways from the Conference Call.1) 20,000 doses ready to be distributed which is the inventory for one year. Each does costs $35,000.Assuming that 80% of that will be paying customers we will have a revenue of $560 Million for the first year.2) Rollout will begin on May 6th.3) Secured BCG supply for one year and have other options in place incase of supply issues.4) 23 Global sites activated for international expansion.5) All International Strategic Partners have shown great interest.6) $240Million cash on hand. Sufficient until revenue generation. No additional funding needed.7) Front ran most financial commitments, Moonshot, CMC and Inventory buildup behind us.8) 54 new Sales and Ma
avatarPageDickens
2024-05-22
$NVIDIA Corp(NVDA)$ The B200 “reduces cost and energy consumption by up to 25x” over an H100. I don’t care what AMD, Amazon, or Google built. In the end energy consumption is EVERYTHING ! Nvidia has secured all the HBM in the world, made my Samsung, HK Hynix and Micron. I won’t make prediction’s on the stock price, but according to SK Hynix they are almost sold out of all HBM memory in 2025! Open your eyes - you are about to see I the biggest changes the world has ever seen in the next few years. Just like you could not predict Uber without knowledge of the smartphone no-one is going to get their head around the massive changes coming from the dawn of neural networks. I own heavy amounts of NVDA, TSM, ASML, and MU. I am
avatarPageDickens
2024-04-23
$Matterport, Inc.(MTTR)$ well what i THINK it means is if u have, say, 100 shares of MTTR u will get $275.00 cash and $275.00 worth of costar stock. costar is now at about 80/sh i think so u would get about 3.something shares, right? i'm sure someone will corect me if im wrong, lol.
avatarPageDickens
2025-09-08
$Tesla Motors(TSLA)$ is way more than EVs! Energy, AI, bots, Dojo supercomputing… This diversified tech giant's current highs will be tomorrow's floor. Solid long-term hold!
avatarPageDickens
2025-05-20
$SMIC(00981)$ In this bull market, SMIC may reach a market value of one trillion yuan. After all, the industry's position is there, and the long-term potential is too great. As long as Huawei is still there and is still doing self-research, SMIC will have no worries about food. With such a big customer backing it up, how can it be bearish? I am really optimistic about its success!
avatarPageDickens
2024-05-22
$Taiwan Semiconductor Manufacturing(TSM)$ Let’s do another simple calculation. Among the three major wafer fabs, TSMC’s revenue is about 10 tiles, and Samsung’s is about 3 tiles. So if the boss stops production, the supply and demand balance is broken. The original demand for 14 units = the supply of 14 units. , the supply of 4 units is now needed to satisfy the demand of 14 units. Considering the low price elasticity of chips, the price increase should be on the order of 10 to 100 times.
avatarPageDickens
2024-05-13
$GameStop(GME)$ The short volume has been above 50% almost every day during the past three years, often above 70%, i.e. 7 shares have been sold short for every 3 legit traded ones. Recently, the short volume has been above 80%. High short volume correlates with increased short interest, with a correlation metric of 0.45, which is significant. A consistent short volume over 57% should result in increased short interest. Some analysts estimate the true short interest to be above 950% of float, i.e. the short hedgefunds/marketmakers would need to buy the entire float 9.5 times in order to close their short positions. Buy, hold, DRS and book your shares. Set your own price target come MOASS, mine is $40M/share.
avatarPageDickens
2024-04-10
$Reddit(RDDT)$ Full disclosure, I got access to 100 shares in the IPO as a ten year high karma contributor to Reddit in areas completely unrelated to finance.Looking at the financials on this company, it appears a significant share of revenue last year went to two people in the form of stock options. This means that RDDT can IMMEDIATELY show a profit by reducing executive compensation; in fact, their compensation was so high I don't think sustaining that would survive shareholder pushback. I have been noticing some very real changes to the Reddit interface to improve usability and increase engagement with the site and content. If one assumes that the people running Reddit are self interested in their own net worth (usuall

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