cheezi
cheezi
Passionate about using U.S. stocks to achieve long-term wealth and stability
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avatarcheezi
09-19
$Sea Ltd(SE)$ The situation has been quite disappointing. It’s important for management to understand that Wall Street is imposing a cap on our potential. We urgently need a major announcement, such as a freefire strategy, to reinvigorate interest and momentum.
avatarcheezi
08-26
$NVIDIA Corp(NVDA)$ 2024 NVDA = 2000 CSCO $Cisco(CSCO)$ . Once the bubble pops you’ll be underwater for a minimum of 15+ years.I see tech names like Meta $Meta Platforms, Inc.(META)$ /Aapl $Apple(AAPL)$ , both chasing AI, will be similar to F $Ford(F)$ chasing EVs and will crash similar to F when AI doesn’t produce profit similar to EVs not being profitable.I am simply stunned we could get a bubble like this in a 5.5% interest rate environment
avatarcheezi
03-13
$COIN is up 80% in the past month. Its app store rankings and user base are continuously trending upwards. Yet, Wall Street is nowhere near bullish on Coinbase. They're missing out on the most important company in crypto. Absolutely. It's probably the best pure stock play out there. $COIN is going to kill it this year. $Coinbase Global, Inc.(COIN)$
avatarcheezi
04-08
$奈飞(NFLX)$ weekly. bear div, RSI cooling off as price goes higher. bull engulfing last week. very clear on the daily, but it looks like RSI might curl back up. ER in 12 days. $700 seems obvious. looks like it could be a green Monday/Tuesday, straight to $662.19
avatarcheezi
05-30
$Apple(AAPL)$ broke its multi-day uptrend today since that dip down to $186.62 last week. Strong resistance at $192.80-$193 as well. Likely we’re gonna see a dip back down to that multi-week uptrend support at about $188. Worth mentioning the daily timeframe looks weak as well.
avatarcheezi
05-22
$SENSETIME-W(00020)$ The top rank is not just due to the performance of the software itself but also because of comprehensive factors such as robust computational support. Smooth and stable performance is the foundational security for generative AI applications, ensuring that no fatal issues arise due to lags during use. Without commenting on the stock price, SenseTime is still quite impressive in terms of its artificial intelligence technology.
avatarcheezi
05-10
$Upstart Holdings, Inc.(UPST)$ Is everyone on this board an options gambler? Buy and Hold loooooooong. Hold for 20 years. Look back and laugh. Upstart has an excellent AI model. The 2022 inflation capital contraction damaged their business greatly. However, they will make it through and disrupt the entire finance sector along with SOFI $SoFi Technologies Inc.(SOFI)$ .
avatarcheezi
07-08
$Intel(INTC)$ That's the reason Intel is under valued now. After Intel gets back to leading position in terms of chip design and manufacture, its margin will go up, and sales/income per employee will go up too. At least now I see it's going to the right direction. Buy stocks is for the future, I see the next 6-18 months Intel will be in better position than now because* Lunar Lake/Arrow Lake will be released with better efficiency and performance at the end of this year.* Intel next gen GPU chips will be released, start getting some market share from near 0 market share today. Seems like most of driver issues are sorted out. It will be very competitive, and market welcome a new player in the space as current only two play
avatarcheezi
05-07
$Sea Ltd(SE)$ It's hilarious how human psychology works. I have been live trading $SE from my high $38 and $40 entries. Literally on Feb 1st before it went nuts, people hated the stock at that time Now it's at a HTF resistance/supply, and a popular account posted a mega bullish chart right at resistance after a 67% move in the last 3 months, people wanna go giga long now?? :) Don't get me wrong, I have been hitting SE since Jan/Feb and still think it does well medium to long term. However, funny how human psychology works :)
avatarcheezi
04-24
$ARM Holdings Ltd(ARM)$ A load of people don't know how to work out pe ratio. this company has 1020 m shares. Trailing earning is 270m but fiscal 2023 earning is almost 550m. Give the benefit of the doubt at 550. so earnings is around 0.5 usd. But arm reports non gaap earnings which is somehow 4 x higher than gaap earnings. 1.3 usd. The pe ratio is 50-200 depending on what metric you look at for a price of 90 usd. Nobody questions arm's deviantly high non gaap earnings. but the pe ratio is NOT 1000+ like is being mentioned
avatarcheezi
2022-07-06
10 years with samsung notes deside to try the xiaomo note 11 pro for 350$,only i regret and be sad is for all these money i spend for my previous samsung notes,i believe in a few years xiaomi will be a monopoly .Probably certain exposures of Xiaomi and the political situation are causing trouble, when the valuation of fast growing tech from the same country even declined to levels never seen before.Xiaomi has a nice productline though.$XIAOMI-W(01810)$
avatarcheezi
03-28
$GCT Semiconductor, Inc.(GCTS)$ my opinion … cant pound this table any harder WARRANTS IS THE PLAY!!!! share price holding and warrants under 1$ with strike price 11.5$ 1:1 as they move closer to exercise they come within 11.5 distance from share price thats 30$ right now on a 0.5$ warrant 60x play… shares will drop and warrants will be used to hedge shorts and come closer…
avatarcheezi
2023-03-13
$(AFRM)$Affirm today released the following statement in connection with Silicon Valley Bank (SVB) being entered into receivership by the Federal Deposit Insurance Corporation:"SVB is not a funding partner or an originating bank partner to Affirm. We do not consider SVB's receivership to present any meaningful risk to Affirm."AFRM is headed to $20 eow. They’re offering alternative to credit with buy now pay later mechanisms and innovative payment solutions the banks can’t offer. It’s a perfect time for them to shine.
avatarcheezi
2022-09-09
Unity Software Inc. (NYSE: U) stock fell -1.16% on Friday to $40.79 against a previous-day closing price of $41.27. With 5.36 million shares changed hands, the volume of the stock remained lighter than its average volume of 9.61 million shares. During the session, the Software – Application company that operates in wider Technology sector, reached to the highest price of $42.75 whereas the lowest price it dropped to was $40.33. The 52-week range on U shows that it touched its highest point at $210.00 and its lowest point at $29.09 during that stretch. It currently has a 1-year price target of $55.41.$Unity Software Inc.(U)$
avatarcheezi
2023-03-16
$(FRC)$ This bank and its business are in good shape. But as is the case with all banks, if there is a run on the bank, it can become insolvent. As it has weathered the storm these last few days, I don’t believe there will be an insolvency causing run. But the landscape has changed and I don’t see it recovering to $140 any time soon. There was some loss of deposits which will take time to replace and a stricter regulation environment will impact margins and earnings. I can see this bank loosing 25% of its pre event valuation in any sale or selling for $105.
avatarcheezi
2022-09-16
TSMC's revenue in August leaped 58.7% year-on-year to a fresh all-time high NT$218.13 billion (US$7.06 billion) and up 16.8% over July. Jan-Aug revenue hit NT$1.43 trillion, up 43.5%. $TSM #semiconductors pr.tsmc Does anyone have intelligent information on where this stock going .It has taken negative 40% beating and been trading around 80 levels for over 3 months$Taiwan Semiconductor Manufacturing(TSM)$
avatarcheezi
2022-09-09
Instagram has been fined $402 million in EU for abusing children's data. How do people feel about that? Is it time for Zuckerberg to say goodbye?Just curious: why does Jay Powell keep going to every conference to speak, in addition to his usual monthly Fed Meetings. Everytime a camera light goes on....there goes Jay Powell.Why can't he SHUT UP, he does not need to come on and repeat his negativity with nothing new to report. Another never goes to work govt employee like Fauci. Loves the camera, loves to talk.......enough.$Meta Platforms, Inc.(META)$
avatarcheezi
2023-03-06
$(SNOW)$ Sadly for $(snow)$ longs a 7% growth rate does not merit a pe of 350. Sadly it now looks like a $20 stock. I suspect it will drop to $120 and buffet’s stop will kick in. When that news comes out it will drop like a stone. I will buy back at $30 for a long time hold but that will probably take another year or so to play out. It’s over
avatarcheezi
2022-06-02
No one seems to be talking about Mirror. These guys are two hated sectors in one. Home fitness and retail apparel. I can’t see them doing well with earnings with their stores in China not producing and their materials coming from China as well. I have puts for earnings. Let’s find out tomorrow. $Lululemon Athletica(LULU)$
avatarcheezi
2023-03-14
$(COIN)$This weekend was fascinating for Bitcoin and the altcoin markets as crypto diverged widely from the equity markets. The bottoming pattern in Bitcoin over recent weeks seemed to confirm much stronger sentiment during the past 72 hours in the crypto markets.The market for Bitcoin was bullish on the government bailout of these crypto-related banks as a primary catalyst, but also we may be experiencing a continued thaw in the 6th crypto winter in 12 years of Bitcoin trading.

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