mizzle
mizzle
Passionate about achieving long-term financial success through U.S. market investments
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avatarmizzle
2024-08-08
$Intel(INTC)$ INTC is not going bankrupt, but this latest earnings announcement is nothing new for Intel. It's just Intel being Intel. Intel was one of the first individual stocks I ever bought back in 2001 after the dot com bubble burst. I figured INTC would be one of the first to get its act together. We were still buying lots of Intel based computing devices then. Well that stock floundered for 13 years and then I finally sold it. It did proceed to increase 2x over the next few years. For the most part, this company has been very poorly run since the 90s. Nothing has changed.
avatarmizzle
2024-09-06
$SUPER MICRO COMPUTER INC(SMCI)$ So, what is going on? I thought the shorties said this was going below $400 to new lows since they were shorting? But guess what? Just isn't going there as my ai predicted. Go smci? Although I would personally like it much lower. Then I could get even cheaper shares. But the smart money is buying. Maybe some of these shorties even work for some of the smart money. This would have to be an exceedingly bad call, for instance, by H. at these prices. Raise your hand if you think they are that naive. The ai revolution has just started. And they want to short a company in the middle of it?
avatarmizzle
2024-08-14
$Palantir Technologies Inc.(PLTR)$ This will probably drop next week a little bit but the reality is that we'll start getting SP500 buzz again for the Sept 6th inclusion possibility and then the FED should take it from there with rates cutes for the next 2 years. A few contracts and we're knocking on 40. Confidence is high.
avatarmizzle
2024-08-28
$NVIDIA Corp(NVDA)$ Cramer says the expectations are too high and he would expect a big drop post earnings. As nothing Nvdia says will satisfy Wall Street. Says it will be better to sell now and buy back cheaper. Goldman sacks expects a $300B swing in the stock price post earnings showing high volatility. This could be 1999 and we could see some tech drop to extreme levels creating a recession. Scary stuff!
avatarmizzle
2023-04-04

Russian oil production cuts, how the West responds to rising oil prices

Last Friday, Russian Deputy Prime Minister Novak announced that he would voluntarily cut output by 500,000 barrels per day in March. As soon as the news came out, oil prices rose by more than 2 dollars. In his speech, Novak stated that he would not sell oil to countries that directly or indirectly implement the principle of 'price ceiling', and set a 'price ceiling' on the sales of Russian oil and petroleum products. The mechanism is to intervene in market relations and is a continuation of the collective destructive energy policies of Western countries. Production cuts will help restore market relations. At the same time, U.S. consumer prices rose in December, instead of falling as previously estimated, and the data for the previous two months were also revised upwards, which increased th
Russian oil production cuts, how the West responds to rising oil prices
avatarmizzle
2023-03-22

AMAN : BEST STOCK TO BUY

If this report came out a month ago this would have been down 10-15 per share easy. After 14 months of bear market pressure from Nov 2021 it looks like people are starting to not care about the recession talk and all the negatives. Buying these type of stocks in Big Tech will pay out huge for the next 20 years and it's why people invest.Amazon has a wide moat of very good and great products and is number one in market share in cloud and e-commerce with advertising making great strides. Amazon has gone through down cycles before and has came out a stronger and better company and will again. Holding my shares forever it will make me richer for it. Even if it takes two, three years or longer .$Amazon.com(AMZN)$
AMAN : BEST STOCK TO BUY
avatarmizzle
2024-04-25
$JD.com(JD)$ There is no problem. The low on April 16 was exactly on the 50 Fibonacci line from the low on January 22 to the high on March 13 (black table). If we had reached the 61 Fibonacci (golden zone), I would have been worried about a trend reversal, but we bounced upwards off the support line. Accordingly, we were in a bull flag, from which we broke out to the upside. Measured from the low (22. January) to last high (March 13) to the low (April 16), we are currently just below the 38 Fibonacci extension (blue table 27.61). We may test the upper limit of the bull flag once again in order to close the small gap, but after that we should continue higher.
avatarmizzle
2023-04-11

Amazon: Blinded By Optimism

Great analysis making many great points with which i agree. the bulk of amzn's sales volume comes fr its high volume/low margin online retail biz that's marginally break even with its huge overhead employing over 1 million (which they overdid), building and maintaining warehouses (which they overdid) and requiring an army of trucks, vans and planes that have to be acquired, insured, maintained and fueled. as you aptly say, amzn serves customers and amzn execs well but is actually a lousy biz for shareholders for 1 very obvious reason: it lacks pricing power. price increases would drive sales away...the opposite of a great biz like apple's which has unmatched pricing power because of its fiercely loyal 1.2B worldwide users w/a satisfaction rating of 99%...apple's p/e is half amzn's. apple d
Amazon: Blinded By Optimism
avatarmizzle
2024-07-29
$NIO Inc.(NIO)$ When a stock already hit rock bottom .. you can hit it with all kinds of doom and gloom and the stock just refuses to go any lower. NIO still holding strong at its tight trading range .. but August going to be a different story.NIO is going to run in August.
avatarmizzle
2023-04-06

Not betting against Microsoft.

MSFT business does not depend solely on Bing and search. Alphabet depends primarily on search. If Bing really takes off due to AI, Alphabet is in big trouble. I hear that Alphabet is really cutting expenses hard so they are likely losing ad growth. MSFT has a lot of reoccurring revenues though a subscription based model so my opinion is that MSFT is much safer.MSFT is a never sell in my book. As for buying more, that's really a personal decision. How many shares do you have,how long are you holding for,do you have a lot on cash available, and on and on. MSFT is my largest holding, so I'm a bit biased. Good luck,whatever you decide.
Not betting against Microsoft.

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