Trevelyan
Trevelyan
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If VKTX-2735 can grab just a slice of that market share the stock price gonna be 200

100? 200!!!!!!!!The weight loss pill war is heating up with a new player entering the arena! VKTX-2735 is rocking it with its amazing safety profile and clear dose response. This means there's room to up the dosage for even better weight loss results! Can't wait for that! $Novo-Nordisk A/S(NVO)$ Sales of Semaglutide have already hit a whopping $21.01 billion! $Eli Lilly(LLY)$ Tirzepatide sales reached $5.163 billion in 2023. If VKTX-2735 can grab just a slice of that market share with its dose response, easily taking $15 billion, its current market cap of less than $10 billion is a total steal! It's like $Viking Therapeutics(VKTX)$ hitting
If VKTX-2735 can grab just a slice of that market share the stock price gonna be 200

Without chips, where does SaaS come from?

CHIP STOCKS for SURE!!! By 2026, $NVIDIA Corp(NVDA)$'s GPU orders will peak at 750 units and then growth will begin to plateau or slow down. Many argue that Nvidia's gross profit comes from the CUDA moat, but in reality, it largely stems from the $Taiwan Semiconductor Manufacturing(TSM)$ CoWoS production bottleneck. When CoWoS is no longer a bottleneck and other companies can access production capacity, many things could change. In the era of large models, the CUDA moat may not be as deep as imagined. Without chips, where does SaaS come from?
Without chips, where does SaaS come from?

MSTR gonna meet 5000

Not sure it will hit $2K or not this week, but in the long term, $MicroStrategy Incorporated(MSTR)$ gonna meet 5000.According to Standard Chartered Bank, Bitcoin is expected to reach $100,000 by the end of this year. Research firm Fundstrat has set a target range of $116,000 to $137,000. Hedge fund SkyBridge predicts that Bitcoin will reach $170,000 by April 2025. Crypto asset management company 3iQ has set a base target of $110,000 for Bitcoin in 2024, rising to $140,000 the following year. Additionally, the company has a more aggressive forecast, with Bitcoin reaching $180,000 this year and $450,000 by 2025.MicroStrategy currently holds 200,000 Bitcoins, with a market value of around $90 billion, corresponding to a sto
MSTR gonna meet 5000
$Tiger Brokers(TIGR)$ Trend reversal alert! Small platforms breaking through, HangSengTech's bull is on fire! Staying firm on the long side. 📈🔥
avatarTrevelyan
2022-07-18
$Tesla Motors(TSLA)$ I am sure to take a ton of crap from the TSLA bulls for this one… thinking about the economic environment we are headed, and seeing how$Meta Platforms, Inc.(META)$ and$Netflix(NFLX)$ got ravaged by earnings misses and guidance cuts,I’m fearful $Tesla Motors(TSLA)$ may soon revisit its late 2020 trading range. Given these dramatic ranges and downside asymmetric risk, I will most certainly open a couple long straddles centered at the current trading range. I believe in TSLA, but not with this current daily pattern and with the prospect of a major earnings miss on the horizon.
avatarTrevelyan
2022-07-04
hmm.. $Exela Technologies, Inc.(XELA)$ wish that guy Andrew was here a year ago flooding this board with pretty much the truth as to why we are at this price. Would have kept me out. Keep blaming the exchange/shorts/MM/HF and totally ignore the 4th ATM for the year after a 1:3 split 18 months... Forget about how only 3% of common is held by insiders now. Has nothing to do with the massive increase from 50m shares to somewhere between 450m and who knows. Yep just buy your shares from the exchange and all will be fixed. $Exela Technologies, Inc.(XELA)$
avatarTrevelyan
2022-07-01

Multiple views of MSFT

$Microsoft(MSFT)$ The Bullish: Quality matters and matters a lot.The Bearish: Valuation matters and matters a lot.The Future view: Growth matters and matters a lot.The operational quality of  $Microsoft(MSFT)$ is really impressive. The considerable premium valueation is currently being reduced. The stock has a current blended P/FCF ratio of 29.55. An average 10 year P/FCF ratio of 23.43.An average 5 year P/FCF ratio even of 31.89.Phew, take a deep breath. After that it was even undervalued at 7.34%. Kind of crazy.Analysts expect Microsoft to grow at a rate of 19.8% in unleveraged FCF over the next 5 years and between 15% and 16% operationally. Unbelievable.Then a 5y P/FCF/G ra
Multiple views of MSFT
avatarTrevelyan
2022-07-01
$SPDR S&P 500 ETF Trust(SPY)$  $Nasdaq 100 Trust(QQQ)$ $Intel(INTC)$ OH please, let this one go to 29 so you can renew your enthusiasm .$NASDAQ 100(NDX)$ Needs to go to 10500 before any real growth can occur.Just keeeep it up, bull, every dollar higher on SPY means inflation will be HIGHER soon & linger with us MONTHS longer. Already at 5 years.Do you want to go 7?
avatarTrevelyan
2022-06-30

Weekly retail car sales in China surge 28%

Retail car sales in China continued to trend upward amid a post-lockdown recovery, according to the China Passenger Car Association (CPCA).The agency reported that sales leapt 28% in the week of June 20 to June26 from the same period in the prior year, with passenger vehicle sales rising to 487K units, up 33% from the prior year and increasing 17% from the prior month. For the month of June observed thus far, passenger car sales in the region reached 1.42M units, a year-on-year increase of 27%.Despite the rise in sales, many of the major automakers that are either based in China or maintain strong market share in the country fell on Wednesday.Companies impacted include Li Auto (NASDAQ:LI), BYD Company (OTCPK:BYDDY), NIO Inc. (NIO), XPeng Inc. (XPEV), General Motors (GM), Toyota Motor Corpo
Weekly retail car sales in China surge 28%
avatarTrevelyan
2022-06-29

Endo Inks Deal for Osteoarthritis Knee Pain Drug

$Endo International PLC(ENDP)$ recently announced that its subsidiary Endo Ventures Limited has entered into an agreement with clinical-stage specialty pharmaceutical company Taiwan Liposome Company, Ltd. ("TLC"). Both the companies will commercialize TLC599. The candidate is an extended and controlled release liposomal formulated dexamethasone for chronic knee osteoarthritis (OA) pain. It is currently in phase III development for the treatment of osteoarthritis knee pain.Per the terms of the agreement, TLC will primarily be responsible for the development of the product. On the other hand, Endo will primarily be responsible for obtaining regulatory approval and commercializing the product in the United States.Endo will have exclusive rights to
Endo Inks Deal for Osteoarthritis Knee Pain Drug
avatarTrevelyan
2022-06-28
it's hard to catch stocks at the dead bottom. U is stabilizing and setting up for regaining some of the loss. $Unity Software Inc.(U)$ It's probably smarter to buy in when you feel the bottom has been reached, rather than trying to catch a falling knife.
avatarTrevelyan
2022-06-28

Macro idea on BABA

$Alibaba(BABA)$  "Macro price target analysis here with cycles, patterns, and fibs. The box is the profit taking zone in my opinion, I do not expect the next two year cycle to make new highs , but I do expect the one after to. This is because this cycle made a lower low. Usually the cycle after has to make a higher high or at least range from end to end in a gradual progression.Price target is between 170 and 190 by approx. late 2023.The cycle ends in 2024 which matches the US chart, where I do expect to see a global recession - meaning most of 2023 might actually be decent after we find a near term bottom in the US market, with the final decline not happening until a prolonged bull trap, or if it doesn't go lower than a retest o
Macro idea on BABA
avatarTrevelyan
2022-06-22
$JD.com(JD)$ I still want an explanation on JD price. It cant be due to JDs 618 sales. Only difference between their performance and PDD/BABA is they POSTED their numbers?! What am I missing? $Pinduoduo Inc.(PDD)$ $Alibaba(BABA)$
avatarTrevelyan
2022-06-20
Since everyone has abandoned J. Dorsey, let me tell you, he is the genius you thought he was. For instance, regarding the name change, he can now spinoff Square AU Pty Ltd and unlock value, whereby only share holders in Block will eventually own both companies. I'm sure this is in the works.$Block(SQ)$ BullishDon't be Homer Simpson when Block Inc. spins off Square AU Pty Ltd. 
avatarTrevelyan
2022-06-17

Comparing Redbox Entertainment and Netflix

$Redbox Entertainment Inc.(RDBX)$ $Netflix(NFLX)$Redbox Entertainment and Netflix are both consumer discretionary companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, risk, earnings, analyst recommendations, dividends, institutional ownership and profitability.81.0% of Netflix shares are held by institutional investors. 2.4% of Netflix shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.ProfitabilityThis table compares Redbox Entertainment and Netflix’s net margins, return on equity and return on asset
Comparing Redbox Entertainment and Netflix
avatarTrevelyan
2022-05-12

Is Occidental (OXY) a Solid Growth Stock? 3 Reasons to Think " Yes "

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. Studies have shown that stocks with the best growth features consistently outperform the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B. While there are numerous reasons why the stock of this oil and gas exploration and production company $Occidental
Is Occidental (OXY) a Solid Growth Stock? 3 Reasons to Think " Yes "
avatarTrevelyan
2022-04-28
Buy! buy!! BUY!!! Now before the earningMSFT, Google numbers are out so as Tesla.The HPC (High-Performance Computing) is doing well, both got 30%, 40% growth no slow down but accelerating. So as Tessla?All AMD customers are doing well.So as the Semi-custom clients, no slow down for PS5, cBox, but now Steam Deck is in and they got more than 6 months of back log. Then Zen 4 is coming!AMD is keep doing well regardless of broader market that cause current share price of less than 100.AM will shoot back to 100 after the earning!!!But AMD now before it returns to 100.If I be conservative due to the War and higher inflation factors, AMD’s proper stock price should be between $120~160/share $AMD(AMD)$
avatarTrevelyan
2022-04-21
$JIUTIAN CHEMICAL GROUP LIMITED(C8R.SI)$ 52 week high. What is fuelling this growth!? Has anyone already bought it... At what price? being curious
avatarTrevelyan
2022-02-25

Are Google, Amazon, Apple and Meta Cheap yet? JPMorgan Has the Answer

$Alphabet(GOOG)$ $Amazon.com(AMZN)$ $Apple(AAPL)$ $Meta Platforms, Inc.(FB)$ SOURCE:Business Insider Big-name growth stocks saw their stellar run in the pandemic era come to an end in early 2022. The shares of Meta, Amazon, Apple, Netflix and Google are all below those of the broader US market. JPMorgan’s equity strategists wondered if those stocks now looked cheap. Big tech stocks saw their stellar pandemic period come to an abrupt end in early 2022. With geopolitical turmoil in Ukraine, high inflation around the world and expectations of rising interest rates, the broader market started the year down sharply. But the shares o
Are Google, Amazon, Apple and Meta Cheap yet? JPMorgan Has the Answer
avatarTrevelyan
2022-02-25

RSI Alert: Roblox (RBLX) Now Oversold

$Roblox Corporation(RBLX)$ SOURCE: NASDAQ Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In trading on Tuesday, shares of Roblox Corp (Symbol: RBLX) entered into oversold territory, hitting an RSI reading of 29.2, after changing hands as low as $46.30 per share. By comparison, the current RSI reading of the S&P 500 ETF (SPY) is 34.9. A bullish investor could look at RBLX's 29.2 RSI reading today as a
RSI Alert: Roblox (RBLX) Now Oversold

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