FranklinMorley
FranklinMorley
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avatarFranklinMorley
04-25
$SUPER MICRO COMPUTER INC(SMCI)$ Even aggressive $Meta Platforms, Inc.(META)$ CEO Zuckerberger had to admit that AI growth would slow down, just like $Taiwan Semiconductor Manufacturing(TSM)$ CEO was forecasted, together with $IBM(IBM)$ $Netflix(NFLX)$.., market seemed to realize that and started correcting. $NVIDIA Corp(NVDA)$ declined substantially lately. If any more conservative guidance from Smci and/or $Advanced Micro Devices(AMD)$ , I am afraid this correction may
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avatarFranklinMorley
04-23
$ARM Holdings Ltd(ARM)$ I'm telling you, man, this stock is like a mystery wrapped in an enigma! How does a company pulling in a measly $3 billion in sales end up with a market cap soaring over $50 billion? It's like trying to solve a riddle with no clear answer! And don't even get me started on that wild ride from $100 to $130 a share. Were there really that many eager buyers willing to fork over that much dough? Or was it all just smoke and mirrors, some big manipulation scheme to pump up the price?
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avatarFranklinMorley
04-22
$Apple(AAPL)$ Thank you Mr Cook, short sellers are making a fortune with your help. I will personnaly triple my money this year so i can go back in paying under a 100$ with a new CEO on board.Yes, the bunch of Orang Outan composing the board of directors will finally wake up when the stock is under 100$ this year and you will get the booth. Can wait to see tat happen. I've been waiting of 3 years to see that. Remember all the bad decisions regarding EV and not investiong in AI. This year will be the retaliation. Goo bye Mr Cook.
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avatarFranklinMorley
04-18
$Mobile-health Network Solutions(MNDR)$ MNDR's hype is a bit baffling to me too. Just $7.8 million in annual revenue, up 10% from year prior. This does not justify a $570 million market cap.Something doesn't quite compute here. To me, $4 seems like a much more reasonable price tag. But hey, who knows? Maybe there's something we're missing. Or maybe it's just another case of the market getting a bit too excited.
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avatarFranklinMorley
04-17
$Bank of America(BAC)$ This is insolvent I believe at these interest rates as all of the hundreds of billions they bought when interest rates were much lower are under water. Now the fed cannot cut rates for many months! Rising 10 year treasury yield means all of BAC bonds decrease in value. It’s only a loss on paper but could translate into an actual loss of there was a proverbial run on the bank and BAC had to sell those bonds at a loss to cover mass withdrawals. No reason in the world this should be over 30.
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avatarFranklinMorley
04-16
$Palantir Technologies Inc.(PLTR)$ There is a case for $25, but it’s a stretch and $30 is a little out there at the moment, but it could on hype. If that happens, take some profits. It will probably halve from the $25/$24 price so let’s hope for $14 and make some real money. It's about to flush big, warning to any longs holding thinking this is going to $30, take half off now.Warning Red Flag GIF
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avatarFranklinMorley
04-15
$MicroStrategy(MSTR)$ All I know if Bitcoin could fall to around Yr start, or about $40,000 in the next 24 hours. And MSTR will surely follow. It was $635 at start of this year. That's a long way down! Cos all the hype on halving evaporates, and Holders cash in their gains and move to US Dollars I certainly am in no mood to lose my gains.
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avatarFranklinMorley
04-11

Bearish case for SMCI!

$SUPER MICRO COMPUTER INC(SMCI)$ Bearish case for SMCI:The news about TSMC was IMHO a bad one for hardware-AI firms. TSMC orders went up 30% on an annualized basis and the C-suite gave an outlook that AI orders are expected to grow at 50%. Analyst expectations of growth for $NVIDIA Corp(NVDA)$ and SMCI for next year are well above 50% (around 80%ish), suggesting that the stock price will eventually bake in this piece of information eventually, resulting in a decline.Moreover, the Fed's fight with inflation is less effective as the stock market keeps rising, generating spending opportunities for consumers even though their income does not rise as fast. My point is, the Fed will li
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Bearish case for SMCI!
avatarFranklinMorley
04-10
$Trump Media & Technology(DJT)$ It was promoted as the chance of a lifetime: Mom-and-pop investors could buy shares in celebrity businessman Donald Trump’s first public company, Trump Hotels and Casino Resorts. Their investments were quickly depleted. The company known by Trump’s initials, DJT, crumbled into a penny stock and filed for bankruptcy after less than a decade, costing shareholders millions of dollars, even as other casino companies soared. It worked the first time so let’s do again, but with no tangible assets…….
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avatarFranklinMorley
04-03
$Reddit(RDDT)$ This is not META $Meta Platforms, Inc.(META)$ , never will be. $36 stock at best unless they can increase revenue and grow users. I wouldn't buy here, insiders that started at $34 still selling. you're about to lose all your money, the housekeeping staff that got shares are cashing out after they saw the feds coming to lock up the building lol
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avatarFranklinMorley
04-02
$XIAOMI-W(01810)$ $Xiaomi Corp.(XIACY)$ This is a market that can’t make much of money without innovation and scales. Xiaomi can’t differentiate their cell phones from Huawei, $Samsung Electronics Co., Ltd.(SSNLF)$ $Apple(AAPL)$ to make good profits or to increase market shares. It is a bad business model that they are taking to sell cars cheap for niches.
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avatarFranklinMorley
04-01

Can Xiaomi really compete with Tesla or BYD?

$XIAOMI-W(01810)$ $Xiaomi Corp.(XIACY)$ Recent stock price movements suggest that the capital market isn't too keen on Xiaomi's foray into the auto industry. I mean, it's not like Xiaomi's a newcomer or lacks resources, but car manufacturing is a whole different ballgame. It's like, yeah, they've got the brand and the user base, but can they really compete with the big boys like $Tesla Motors(TSLA)$ and $BYD Co., Ltd.(BYDDF)$ $BYD COMPANY(01211)$ ? It's a tough call. Plus, the competition is fierce and the risks are high. So, I'm not surprised to se
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Can Xiaomi really compete with Tesla or BYD?
avatarFranklinMorley
03-29
$MicroStrategy(MSTR)$ of course MSTR’s BTC should never be worth more than any other BTC. There are 2 separate things under the ticker MSTR. The Bitcoin value, and the microstrategy “potential”. The bitcoin asset is almost 1/2 of the market cap. The rest of the market cap is for MicroStrategy. The valuation is incredibly bloated. The people who bought during this spike will lose so much.
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avatarFranklinMorley
03-28
$iBio(IBIO)$ There’s too much competition out there: $Altimmune, Inc.(ALT)$ $Eli Lilly(LLY)$ $Viking Therapeutics(VKTX)$ $Novo-Nordisk A/S(NVO)$ , and so on. I think IBIO is late to the weight loss game. What do you think? When do you believe IBIO will show weight loss results with the help of AI? Below $1.00. Listen no product only research and it hasn’t even started. Good luck. Pump and dump. Let this sink in.
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avatarFranklinMorley
03-26
Can someone explain to me how this company $TRUMP MEDIA & TECHNOLOGY GROUP CORP(DJT)$ is valued at $5B? I’m not a finance guy, but looking at the SPAC’s financials, it doesn’t seem like there’s enough here to value it that high. Is it because it’s Trump？I don’t think anyone would invest in it even if Trump could help them. It’s a losing proposition. I think it's bound to fall after a rally. I wish you good luck but who in their right mind would buy this stock. I will almost guarantee this will be in the thirties within a week.
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avatarFranklinMorley
03-25

GME goes lower before it has a chance to go higher

With $GameStop(GME)$ , it seems like a bagholder's nightmare. The stock's volatile history and uncertain future prospects make it a risky investment. Unless there's a significant turnaround in the company's operations and the overall gaming industry, it's hard to see GME recovering anytime soon.I own a put option that expires in May. I have no idea what happens after earnings on Tuesday, no one does but the chart is definitely bearish presently. I do find that the people actually think owning gamestop is investing. This is still pure speculation. I think it goes lower before it has a chance to go higher.
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GME goes lower before it has a chance to go higher
avatarFranklinMorley
03-20
I'll wait and see if this thing has any real substance before I decide to join the party.While user engagement is high, $Reddit(RDDT)$ 's ability to translate this into sustained profitability through advertising or other means remains unproven. Increased commercialization could negatively impact user experience.The sheer number of underwriters for the IPO ( $Goldman Sachs(GS)$ , $JPMorgan Chase(JPM)$ , etc.) suggests a potentially overvalued offering, with a higher risk of post-IPO price correction.A decision to invest in Reddit requires careful consideration of its inherent risks associated with a pre-IPO offering. Extensive due diligence
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avatarFranklinMorley
03-19
You should have been excited to accumulate $MicroStrategy(MSTR)$ in 2022 & 2023. The smart money is selling in 2024. Btc high prices don’t last long but the accumulation periods do. If you think this is the new bottom you might want to hang on to your jock strap. This halving is different, more greed than ever hence the early pop. Greed is rarely rewarded and often punished.
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avatarFranklinMorley
03-18

MSFT could plausible be dead money for decade

$Microsoft(MSFT)$ 's Copilot event? Eh, I don't know. It seems like everyone's already talking about it like it's the next big thing, but to me, it feels like it's already priced-in. The stock market is always ahead of the curve, and I bet investors have already factored in the potential of this AI assistant. So, while the event itself was impressive and showed off some cool features, I don't think it really moved the needle for Microsoft's stock price.MSFT is projected to have 24 forward PE in 2028, about what $Apple(AAPL)$ is now. So your basically paying what stock should be worth in 4 yrs. If market corrects like 2022, MSFt fell to 21PE, thos could plausible be dead money for
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MSFT could plausible be dead money for decade
avatarFranklinMorley
03-15
Two years ago i had the choise to buy $Adobe(ADBE)$ or $Salesforce.com(CRM)$ , kind of "under valued magnificient 7". People said "Buy Adobe, Buy Adobe ! ". But i bought Salesforce and i was right. With slower growth the stock may trade around $400 in next few months. More pain ahead…guaranteed
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