JuliusGoldsmith
JuliusGoldsmith
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$Meta Platforms, Inc.(META)$ ’s AI-driven ads and Reels monetization beat expectations—booked a small gain. My first trade hit the Contra 688 promo, and the SGD688 voucher landed right away. The platform’s growth thesis remains solid—I’m staying long.
$Circle Internet Corp.(CRCL)$ Dawn is breaking, the sun is coming! CRCL is steadily rising and a key player riding the tailwind of U.S. debt. Go! A $1 trillion market cap is just your starting point. Bullish in the future!
$Tesla Motors(TSLA)$ is now an AI/robotics company, all-in on autonomous robotaxis. While rivals brag about EVs, Tesla is rapidly expanding its self-driving fleet, iterating on AI, computing, and chips while integrating talent and R&D to build a solid foundation.
$STI ETF(ES3.SI)$ catching Singapore market rebound! Banks leading + economic resilience showing. Index investing made it easy, though global risks remain.
$Occidental(OXY)$ 's steady climb is finally paying off — love seeing that green! The energy sector may not be flashy, but in a world of inflation, tight supply, and geopolitical tension, it’s both a defensive and offensive play. With oil prices stabilizing and Buffett continuing to load up, I’m holding with confidence for the long run.
$Palantir Technologies Inc.(PLTR)$ This stock’s insane run has people asking: “Is it just because there’s no competition?” Not exactly. The real reason? Palantir AIP isn’t just another AI tool,it’s building the enterprise operating system for the AI era. It’s not an add-on. It redefines how companies think, decide, and act. We’re at the early stages of a major enterprise paradigm shift. And Palantir is positioning itself as the foundational layer for this new age. If it truly becomes the go-to operating system for enterprises? The upside could be massive.
$Constellation Energy Corp(CEG)$ AI’s power hunger is real. $Vistra Energy Corp.(VST)$ just dropped $1.9B to buy 7 natural gas plants, straight-up betting on fossil fuels to meet AI’s massive demand. Don’t sleep on traditional energy,it’s becoming a key piece in the AI puzzle. Names like CEG are looking more interesting by the day.
$e.l.f. Beauty Inc.(ELF)$ is the Temu of the beauty and skincare industry. It follows the $PDD Holdings Inc(PDD)$ route, with high cost-effectiveness and the ability to impress young people! Brand, channels, and internationalization are all accelerating. I increased my position when the valuation dropped some time ago. Now, when spring and summer arrive, it is not a dream for the stock price to recover!
$Unity Software Inc.(U)$ As a leading game engine SaaS platform, Unity holds significant commercial value. Despite challenges in ad tech, the company has made major strides in its product pipeline, particularly with the upcoming launch of its new ad platform, Vector. By integrating advanced AI models and leveraging Unity’s vast player data, Vector is expected to become a key catalyst in the $100 billion mobile gaming ad market. This move not only strengthens Unity’s position in high-margin advertising but also opens doors to e-commerce advertising, potentially unlocking new revenue streams. With this diversified strategy, Unity is poised for more stable revenue growth and reduced market volatility, making it an attractive long-term investment opportu
$TAL Education Group(TAL)$ Last time, I sold my position too early and felt like I lost a lot. But today, I’ve made up for it and earned it back!
$SMIC(00981)$ The stock I bought just yesterday has already made me a small profit. The growth potential of SMIC is enormous, and its heavy asset structure serves as the strongest moat. Coupled with the most advanced process technology in China, I’m confident in continuing to hold it.
avatarJuliusGoldsmith
2022-07-18
$PayPal(PYPL)$ When Dan Schulman goes im back in. The hack has chased crypto and every fad without building core businesses. Look at Stamps dot com which went for 7 billion. Paypal could have easily built a shipping label business like shipworks and integrated it into paypal. It is time to get Schulman out of Paypal.
avatarJuliusGoldsmith
2022-07-04

Top Tech Penny Stocks for Q3 2022

XELA, NNDM, and SREV are top for value, growth, and performance, respectivelyThe technology sector consists of businesses that develop, build, and market consumer electronics, electronic components, and software. Companies in thetech sectormay also provide information technology (IT) services such as cloud computing. While the best-known companies are giants like Apple Inc. and Microsoft Inc., there also are tech businesses that are classified aspenny stocksPenny stocks typically trade at $5 per share or less. Investing in penny stocks can be especially risky and may entail higher trading costs. Therefore, investors should be careful when considering whether to invest in these or similar securities.There is no widely usedbenchmarkfor tech penny stocks, but anexchange-traded fund, the Inves
Top Tech Penny Stocks for Q3 2022
avatarJuliusGoldsmith
2022-07-01
$Intel(INTC)$ Retrace? Sitting on lower BB on weekly and bottom of downtrend channel on daily. Comfortably adding to long position.BULL
avatarJuliusGoldsmith
2022-06-30

Li Auto makes hay while electric sun shines

People visit the booth of Chinese electric vehicle (EV) maker Li Auto during a media day for the Auto Shanghai show in Shanghai, China April 20, 2021.$Li Auto(LI)$ HONG KONG, June 30 (Reuters Breakingviews) - The Chinese hybrid-electric car maker listed in New York and Hong Kong is taking advantage of a rally in its share price to raise $2 billion through fresh American Depositary Shares. The stock has nearly doubled in value since mid-May. Up around 19% year-to-date, it is handily outperforming rivals Tesla $Tesla Motors(TSLA)$ , Nio $NIO-SW(09866)$ and Xpeng $XPENG-W(09868)$ – all of them down over 30% - and th
Li Auto makes hay while electric sun shines
avatarJuliusGoldsmith
2022-06-29

Roblox: Sell The Rip

IntroductionShares of Roblox $Roblox Corporation(RBLX)$ have rebounded some 48% from the June low of $24.70 as markets held onto the belief that inflation may have peaked. While falling prices are indeed a strong 2H22 possibility and would suggesta favorable backdrop for long-duration assets, Roblox's fundamental prospects remain in question given the company was largely a pandemic-driven story. As a result, I believe investors should treat the recent market rally as a selling opportunity given Roblox will likely continue to post disappointing results as the world returns to normalcy.All good things come to an endRoblox's business experienced parabolic growth as soon as the pandemic hit. In 2Q20, the company saw quarterly bookings jumped 229% YoY to
Roblox: Sell The Rip
avatarJuliusGoldsmith
2022-06-28
$Unity Software Inc.(U)$ there is a lot of value on their digital assets
avatarJuliusGoldsmith
2022-06-27

Bank Of America: A Value Trap

Summary $Bank of America(BAC)$ Bank of America has pro-cyclical investment characteristics. Bank of America will likely see a spike in net charge-offs in a recession. The bank’s stock is unlike to trade at a premium to book value during if economic prospects falter. Evidence of a recession is mounting, implying that pro-cyclical investments such as Bank of America will generate negative returns in the future.Since March, the central bank has also become much more aggressive inraising interest rates, which is expected to harm the financial industry's profitability.With recession risks increasing, Bank of America's stock faces a potentially toxic cocktail of higher interest costs, higher net charge-offs, and declining consumer business st
Bank Of America: A Value Trap
avatarJuliusGoldsmith
2022-06-22

THE NETFLIX STOCK PRICE IS DOWN 71.2% BUT COULD HAVE BOTTOMED

Key points: Netflix stock has fallen 71.2% in 2022 but could have bottomed. The stock is trading at a long-term support level that continues to hold. The streaming service is weighing multiple options to boost revenues. The Netflix Inc $Netflix(NFLX)$ stock price has fallen 71.23% in 2022 and could have recently bottomed after bouncing off the $164.31 support level twice in May and June. The global movie streaming company has faced significant challenges this year, key among them being losing subscribers.Since its founding in August 1997, Netflix has been adding subscribers to its subscription-only movie streaming service for the past ten years, but the situation has changed drastically in 2022. The company lost 200,000 subscribers in Q1 2022 and pre
THE NETFLIX STOCK PRICE IS DOWN 71.2% BUT COULD HAVE BOTTOMED
avatarJuliusGoldsmith
2022-06-17
$Adobe(ADBE)$ I love the stock and I was ready to open a position after it dropped below 400 but wow I checked the numbers and they indicate it's still overpriced, after a 50% fall still is too expensive, amazing !! For me it's an awesome business but maybe it will be worthy to wait a little bit more to catch a better price

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