$XIAOMI-W(01810)$ 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
$Alphabet(GOOG)$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
$ImmunityBio, Inc.(IBRX)$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
$NVIDIA Corp(NVDA)$ 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
$Matterport, Inc.(MTTR)$ 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.
$Taiwan Semiconductor Manufacturing(TSM)$ 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.
$GameStop(GME)$ 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.
$Reddit(RDDT)$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
$Li Auto(LI)$ Compared with a few years ago, Ideal in 2024 will have more than 700,000 existing users. These more than 700,000 NPS will continue to bring new orders to Ideal.There is also a nationwide sales network and energy replenishment network, especially the 5C charging stations that are focused on growth this year (I think 5c is the best solution on the market currently to solve range anxiety in addition to extending the range).Not to mention the three core indicators of new energy vehicle companies: cash reserves; net profit, debt ratio, and ideals are always at the top;The above-mentioned high-quality conditions are not comparable to that of Ideal ONE in that era. These conditions are enough to support Ideal to do
$PayPal(PYPL)$ This isn't a bank, PayPal is a fintech that permits customers to hold cash in supposedly segregated accounts. Yet, PayPal deliberately mismatches those payables due and a portion of customer funds go into corporate cash flow. For years, they maintained a multi billion dollar account payable shortfall of customer balances and have increased that mismatch every year since 2019. If every customer tried to remove 100% of their account credit balances at once, PayPal would need to immediately borrow the difference between accounts payable and accounts receivable from a bank to make good the difference, or alternatively, freeze withdrawals. It's right there, in the filings, should you choose to look.
$Roblox Corporation(RBLX)$ Q.E.D. 2024 guidance: Net Loss of between $1400M - $1365M, worse than 2023's loss of $1152M. How can your revenue be $2799M and you can turn a profit? Bad Management. CEO talks about DAU, not turning a profit. CFO talking about bookings and margin. This is not a margin problem. I have some shares I bought at $94 and $99, so yes call me a dope.
$Rivian Automotive, Inc.(RIVN)$ The $5 billion debt that people are talking about is $5 billion converted into stock in the future like 2030Stop with the bankruptcy Rivian has $9.4 billion to complete their goals They're only gonna need $6.5 billion to complete the R2 orders that they got Last month that's 100,000 also 90,000 more Amazon vans They will also have $2.5 billion in cash for miscellaneous ....
$Amazon.com(AMZN)$ Databricks and Essential co. partner of AMD,after installing MI3100 Lumina, will buy Mi3100 and will offer different AI soulution It ssems that AMD has enough orders and set up hardware and software already. So it begins mass production in TSMC. All the Taiwan's assembly Co. begin to deliver AMD' new AI GPU day and night.
$Palantir Technologies Inc.(PLTR)$ they care about the stock holders now- tht sbc retains some of the worlds best talent-this stock is poised to grow at least 26% eps compounded for the next 5 yrs- tht puts eps at $1 and sp at $240- I've seen estimates as high as 85% compounded for next 5 yrs- th puts eps at something like 5.17 and sp at 447 - these guys r the real deal-they dont call them the PayPal mafia for nothing-
$Bilibili Inc.(BILI)$bought the dip on this one too “These new measures do not fundamentally alter the online gaming business model and operations,” Vigo Zhang, vice-president of Tencent Games, told CNBC. You guys got rid of your stock over a pop up warning that nobody cares about on how much they spent? And now the gaming sites no longer have to compete giving out free rewards that cost them a ton of money? I am buying. bili is a youtube channel not really gaming btw. They save money if they no longer have to give out free rewards cause users wont leave over that.
$Boeing(BA)$ The Boeing whistle blower who was found dead earlier this month claimed a manager at his former company spied on him, and he was "harassed, denigrated, [and] humiliated" for raising concerns about quality control issues, according to documents released by his attorneys.
$Unity Software Inc.(U)$ Nvidia, msft, applovin, apple, meta one of them will buy unity at such low price, they already got rid of the failed management.It's not an interesting company, nothing special in their software, they have no real assets or knowledge worth buying
$MicroCloud Hologram Inc.(HOLO)$ sold 200 shares for a loss last Friday then bought GME calls, sold my GameStop calls today and picked back up 2,000 shares... insane.AMC and GME are both up 25% PRE. we will be over4.00 today.Today must be over $4 when market opening!
$Tesla Motors(TSLA)$A “hidden 💎 Gem” from TSLA’s recent Q4 Earnings Report is that: profits from its: Renewable Clean Energy Deployment business unit nearly Quadrupled (4X) in FY-2023!!!*** This is a powerful confirmation that TSLA is way, WAY more than just a Global EV Automotive Company!!!
$TENCENT(00700)$just so you know buddy every tech company in the world wants to be tencent and they are deathly afraid of them obliterating the monopolies they have built around tech and innovation. None can compete with tencent. That is what you are calling a scam.