Trevelyan
Trevelyan
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avatarTrevelyan
2025-10-22
$Beyond Meat, Inc.(BYND)$ is on a tear! The "first mover in plant-based meat" is living up to the hype. This isn't just alternative protein, it's "liquid gold"! With fast-food partnerships scaling up, the future looks bullish. Let's go!
avatarTrevelyan
2024-03-27

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
$SanDisk Corp.(SNDK)$ This move in SNDK feels so good. Three straight days of all-time highs and the stock just keeps pushing up. Strong data-center memory demand, favorable supply dynamics, and Citi hiking the target all the way to $490 really sealed the story. Great volume, solid fundamentals — this is the kind of position you’re happy to sit on and enjoy the ride.
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
2025-12-02
$Micron Technology(MU)$ Nice ride on MU! Memory chip cycle turning + AI demand booming = solid thesis. This nuclear-energy-level trend is just getting started — just hold and relax. BTW, the contra688 offer is fire! Perfect boost for newbies to jump in.
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.

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