LesleyNewman
LesleyNewman
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avatarLesleyNewman
2022-02-09

Accumulating PDD soon

We can see that there is a nice triple bottom support for PDD ! If the price continues to rally and breaks above the resistance at 61.02. There may be the following reasons: (1) The holding of the Beijing Winter Olympics showed the world China's power, and their opening ceremony was even more impressive. More and more investors will believe in Chinese companies (2) Spring Festival is one of the most important traditional festivals in China. Before the new year, we will buy all kinds of goods, and PDD is a good platform. Many people are willing to buy products through this platform, which will make their financial statements in the next quarter very good. (3) The stock market has gradually recovered and the market tends to be stable, especially for Internet companie
Accumulating PDD soon
$Taiwan Semiconductor Manufacturing(TSM)$ Taiwan Semiconductor has been on a tear since November up +120%, it’s reporting earnings on Thursday and will give us a semiconductor heat check.Over $200 the rally continues, under $180 it’ll start pulling back
$Apple(AAPL)$ Yeah I know this company is going thru a lot. In addition they have earnings coming + some events. However, price grabbed some liquidity below key support @$163-$166 and also broke above that trend line that’s been holding price. I don’t play earnings but I am going to add more shares as I believe THIS THE LOW. Will remain bullish as long as we trade above $165.
$SoFi Technologies Inc.(SOFI)$ at cusp of a huge parabolic IF the CPI is not as hot. With multiple days for the shorts to cover positions, it can pop towardS $9-10+. That would catch the eye of meme crowd who will assume incorrectly that the move is because of the meme game instead of the positive inflation short squeeze.IF there is a short squeeze CPI pop, and the meme crowd end up piling on, it can have a move that could be exactly as the one that started exactly a year ago today. Then it more than doubled in weeks. Now if that happens, PLEASE don't be the one who doesn't do something about it. We don't want to read months of crying after it pull back.Now we wait for the CPI. If mild, shorts are toast.
$Microsoft(MSFT)$ MSFT profit margin 36%; operating margin 45%; return on equity 39%; quarterly earnings growth rate 19.9%; operating cash flow $110B. Levered free cash flow $62B. All other financial parameters are excellent.I just found google lost 8% of search market on desktop to Microsoft Bng last 12 months. I believe microsoft will win against google eventually.
$Alibaba(BABA)$ told yall, the same media and analysts that create the hate and fear and panic, will feed the hype and FOMO. Their sole purpose is to manipulate the herd of sheep up and down, and it’s so predictable and lovely. They tell you to hate and sell at the lows and buy on up and the higher you go, the higher they upgrade. We’re still far off from FOMO. FOMO will come when haters at the lows cheer paying 2-3X those prices. When people that sold and hated $60s are cheering “just getting started, moon time, so much room to run” at $120-$180…best to sell as they cheer buying. Whatever the masses are doing, do the opposite everytime.
$CleanSpark, Inc.(CLSK)$ CLSK payout from Foundry on 6/9: 17.187 Bitcoin for a 9 day total of 141.45 Bitcoin. Average/day rise to 15.71 Bitcoin. Seeing an overall daily increase in fees/block. As long as fees continue to rise, CLSK should increase its daily averages. On track for 471 Bitcoin in June vs 417 Bitcoin in May (31 days).
$Marathon Digital Holdings Inc(MARA)$ Nothing but FUD and old news. Yall know what time it is when shorts are bringing old news to light? HODL your shares folks. Also, let me expand on something else, 15m shares is not shit around here. Thats gobbled up in less than one trading day. The daily avg volume on this ticker is 46.3M.
$Faraday Future Intelligent Electric Inc.(FFIE)$ this is the part after the initial squeeze, when it got a bunch of attention and eyes on it, that they try to suppress it and make everybody believe it's over. The boring price action is planned. They want a slow bleed so people give up. Believe me tho, shorts are in SHAMBLES. They know they aren't in the clear yet by a long shot
$Netflix(NFLX)$ SUS, No Longer Reporting Subscriber Numbers??? Whats going on? What are they Hiding? They must have hit the TAM and its shrinking due to increased competition. Last time we were at these price levels it sold off 70% too high valuation for 40 PE and limited Growth.
avatarLesleyNewman
2022-02-24

Nu Holdings Is A Reflexivity Play

Summary Nubank is already the largest bank in Brazil, with licenses incoming for other countries with large unbanked populations and still long growth horizons. The credit card business is a great way to start in markets unregulated and start developing presence among the unbanked with great APRs. The ecosystem model makes sense and the open field will mean massive ROI on low industry customer acquisition costs. Being Buffett backed, share price is likely to at least hold, and the business benefits from reflexivity with cash burn and equity raises likely to return money faster than dilution. Main risk is market sentiment towards unprofitable and growth style businesses, where sentiment needs to drive the reflexivity effects and keep reinvestment rates so high. Looking for a helping hand in
Nu Holdings Is A Reflexivity Play
$Alibaba(BABA)$ This is what is a true bottom. The stock misses on revenues and EPS. Dips premarket when the options were at play (the dip was under 5%) and then rallies to being positive. The stock should hit $90 before the next earnings. The cloud is its money maker. China is improving and Baba is the go to cloud play!
$Alphabet(GOOG)$ GOOG did what I wanted and stopped in the trendlines, but we don't have confirmation of a reversal.Also, mkt is in downtrend, and there are easy plays on puts, so go careful on calls here.Yes, I still jump on GOOG if I see big a$$ wicks on bottom of green candles lifting off
$Lululemon Athletica(LULU)$ What we have here is a big downturn based on pure speculation. Nothing has really changed. It’s time to make some money. When I saw the overreaction to the personnel change I became even more convinced of it. This is an easy pick.
avatarLesleyNewman
2022-03-22

PLTR Dips More Than Broader Markets: What You Should Know

Palantir Technologies Inc. (PLTR) closed the most recent trading day at $12.59, moving -1.79% from the previous trading session. This change lagged the S&P 500's 0.04% loss on the day. At the same time, the Dow lost 0.58%, and the tech-heavy Nasdaq lost 0.18%. Prior to today's trading, shares of the company had gained 16.33% over the past month. This has outpaced the Business Services sector's gain of 1.48% and the S&P 500's gain of 2.67% in that time. Wall Street will be looking for positivity from Palantir Technologies Inc. as it approaches its next earnings report date. In that report, analysts expect Palantir Technologies Inc. to post earnings of $0.04 per share. This would mark no growth from the year-ago period. Meanwhile, our latest consensus estimate is calling for revenue
PLTR Dips More Than Broader Markets: What You Should Know
$Marathon Digital Holdings Inc(MARA)$ $CleanSpark, Inc.(CLSK)$ I completely sold out of MARA for CLSK a few weeks ago. Of course I had to compare the two after I did this and MARA was (right on cue of me selling) doing better than CLSK but I think it is break even now for me.
avatarLesleyNewman
2022-02-16

Palantir: Buy Now Before It Surges Post Q4 Earnings Announcement

Summary With the guidance of over 30% annual growth in the next five years, Palantir may easily report annual revenues of at least $6B by 2026. PLTR also reported multiple favorable commercial and government contracts/partnerships in the recent months, ensuring a strong growth outlook for the subsequent quarters. As a result, we expect PLTR to report favorable FQ4'21 earnings and FY2022 guidance on 17 February 2022, when its share prices are expected to surge above current levels. In addition, with its strong deep data analytics platform, PLTR will only be more relevant moving forward as the world emerges from the mission critical supply chain issues. da Investment Thesis Palantir Technologies($Palantir Technologies Inc.(PLTR)$ )has just begun to unl
Palantir: Buy Now Before It Surges Post Q4 Earnings Announcement
$Apple(AAPL)$ APPL was only down from its PM gain because the 10 Year Treasury Note Yield Index was up. In fact the daily charts were mirror images. That tells me when investors think of the "stock market" they think of AAPL. Once those treasuries fall out of favor from which they cycle out and back into stock, the first one bought will be AAPL.
$Microsoft(MSFT)$ Many people are not aware of this but MSFT is currently the biggest gaming company and is the dominant cloud gaming player.It's innovating at definitely better speed than the other big-tech companies, except Nvidia. It integrated some AI features to Bing last year and Google just lost 1% market share since then.I won't look for buying opportunities in MSFT, instead I will be buying GOOG if investors sell it on these news.
$NIO Inc.(NIO)$ Onvo’s CEO said interview that L60 sales is better than their expectations . That’s means definitely above 3K to 5K sales or much more than that . And he said MPV model will come out soon . Family oriented culture like China , L60 or MPV is definitely big hit . I am not sure why the market price is down but all the big company trust NIO to be partner. A few billion dollar company dare to risk then why not we are ! No Chinese company will partner with non profit company .. This will definitely go up to $10~16

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