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
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
2022-07-04
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
2022-04-28
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
2022-06-17

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
2022-07-01

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
2022-07-18
$Tesla Motors(TSLA)$ 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
2022-07-01
$SPDR S&P 500 ETF Trust(SPY)$  $Nasdaq 100 Trust(QQQ)$ $Intel(INTC)$ 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
2022-06-20
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
2022-05-12

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
2022-06-29

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

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?
avatarTrevelyan
2022-01-26

Pfizer and BioNTech launch clinical trial of Covid vaccine targeting omicron

$Pfizer(PFE)$ $BioNTech SE(BNTX)$ KEY POINTS Pfizer and BioNTech are launching a clinical trial to evaluate the safety and efficacy of a vaccine that targets the Covid omicron variant. The study will evaluate up to 1,420 participants ages 18 to 55. Pfizer CEO Albert Bourla has said the company will have the omicron vaccine ready by March. PfizerandBioNTechon Tuesday launched a clinical trial to evaluate the safety and effectiveness of a vaccine that targets theCovidomicron variant, as concerns grow that the current shots aren’t holding up against infections and mild illness caused by the strain discovered just over two months ago. Pfizer CEO Albert Bourla told CNBC earlier this month that the company will hav
Pfizer and BioNTech launch clinical trial of Covid vaccine targeting omicron
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
2022-06-28

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
2022-02-25

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
avatarTrevelyan
2022-02-24

This is a great company!

$Grab Holdings(GRAB)$ Really don’t understand why there are so many naysayers here. What other stock gives you a more or less pure option on growth of digital economy in Southeast Asia? Massive demographic and adoption tailwinds. Clear front runner in multiple verticals with lots of blue ocean. Losses today are expectable (and even necessary) given the scale of the opportunity. What gives? If you’re not patient, then don’t hold. But this is a great company! And for anyone curious I’ve lived and worked in the region for years and been using grab since the Uber deal. I transfer money, pay my electric bills, ride hail all the time and order food like every day… even have a brother in law delivering for them Most people evaluating this stock negatively
This is a great company!
avatarTrevelyan
2022-02-03

Lucid Motors Stock Looks Like a Great Dip Opportunity Here

$Lucid Group Inc(LCID)$ Lucid Motors(NASDAQ:LCID) stock had an incredible 2021. Shares of the up-and-coming luxury EV maker shot up over 280% in the year. Lucid stunned the market with massive developments during the latter half of the year. It will begin commercial production and expansion into the European and Saudi Arabian markets. Hence, LCID stock is poised to be a winner this year again. LCID stock has been going through a correction after its last October rally, which took its price to as high as $57. The stock trades at more than 50% lower than its 52-week high price of $64.86. The pullback is largely a result of supply chain bottlenecks, the omicron event, and theFederal Reserve’s hawkishmonetary policy. Nevertheless, 2022 will be a landmar
Lucid Motors Stock Looks Like a Great Dip Opportunity Here
avatarTrevelyan
2022-02-03
$Sea Ltd(SE)$ The selling has simply gone too far. Analysts' consensus estimates are calling for 2021 full-year revenue of $9.76 billion, which would represent year-over-year growth of more than 120%. While the company isn't yet profitable, this is the result of non-cash expenses, having generated free cash flow of $342 million over the past year.This may be a rare opportunity to get Sea Limited shares at a discount.

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