CyrilDavy
CyrilDavy
No personal profile
5Follow
248Followers
0Topic
0Badge
avatarCyrilDavy
2024-03-29
$Alibaba(BABA)$ $Alibaba(09988)$ Stock hasn’t gone anywhere in the last 6 months…super undervalued….picked this over $Walt Disney(DIS)$ , when both at $80. Horrible.I see indexes in negative territory and Alibaba moving up slowy but steadily... stay the course and be rewarded nicely... smart investors with deep pockets and patient hands are upping their BABA holdings significantly... they know best
avatarCyrilDavy
2022-10-21
$Alibaba(BABA)$ $Alibaba(09988)$ Green in a sea of red is a very bullish sign. It’s hard to catch the bottom on falling knifes but it can be super rewarding. 📈maybe the bulls would like to sell today and buy Alibaba at $71 per share. Be fearful when others are greedy and greedy when others are fearful. Let’s go tough guys. Wannabe warren Buffetts. 
avatarCyrilDavy
2023-01-13
$Taiwan Semiconductor Manufacturing(TSM)$ This is the world's largest chip maker with an already low PE compared to the rest of the sector. Even with their revised guidance which wasn't even bad, they said they'll be able to easily navigate 2023. At 35-40 it would have a PE of 5-6. You're high out of your mind if you think it will get anywhere close to that. Not even Intel which is in a crappy place in the sector right now doesn't have that low of a PE. They literally posted record profits in a year when everyone else is struggling. Smaller chips = more efficient = lower costs. The entire world relies on chips if you haven't noticed old fart. Do some damn research and stop investing based on emotion and you'd realize this isn't overvalued unlike
avatarCyrilDavy
2022-10-28
$New Oriental Education & Technology(EDU)$ hahaha bears got wiped 🤣🤣 hilarious. New Oriental is one of the few U.S.-listed Chinese stocks that can boast gains for 2022. The company excited investors with a return to profitability in its latest quarter through August as many of its new services posted solid growth, indicating the worst was behind it following a year of turmoil.
avatarCyrilDavy
2022-06-20
$GameStop(GME)$ I'm never selling. I will personally make every retirement whole off the backs of the short sellers without ever selling a single share. This is for all of the good paying US jobs you undermined, making the country weaker, poorer, and ruining lives. BCG tried to eat Gamestop alive, like they did to Briggs and Stratton.
avatarCyrilDavy
2024-04-02

No need to cry or panic if Apple falls

$Apple(AAPL)$ I realize Apple's weaknesses but I'm sticking. Apple needs China iPhone sales and Apple is lacking an A.I. strategy. Apple is facing the DoJ lawsuit. I don't see any upsides for Apple in 2024. Apple is the weakest of all Mag 7 stocks. I get it. However, I'm not a fair weather investor and I take the bad with the good. The rest of my portfolio is doing well so I have no need to cry or panic if Apple falls. That's the breaks of being in the stock market. I still don't understand all the A.I. hype and the foolishness of replacing human employees with A.I. systems. I guess I'm just old-fashioned but I see no good point of having tens of thousands of unemployed people in the U.S. I'm retired so I won't be losing
No need to cry or panic if Apple falls
avatarCyrilDavy
2025-09-26

If I had $1M, here is how I would build an AI-focused portfolio

If I had $1M, here is how I would build an AI-focused portfolio, so I never have to work again!Here is why 🧵👇Image1/ $Nu Holdings Ltd.(NU)$ NU is a fintech that's bringing modern financial services to unbanked populations in Brazil, Mexico, and Colombia.Their AI Private Banker will bridge the knowledge gap between 1% and the 99%, enabling everyone to have access to sound financial advice and integrated AI services.Nu's low-cost model enables fast growth and huge profits. 📈 Revenue per customer: +270% 📉 Cost per customer: -27%Trading for a P/E of 34, despite being a disruptor with huge growth runaway.2/ $NEBIUS(NBIS)$ NBIS is rebuilding the cloud for the AI era with an infrastructure platform purpose-built f
If I had $1M, here is how I would build an AI-focused portfolio
avatarCyrilDavy
2022-04-21

8 Semiconductor Stocks on Sale as Intel Readies Mobileye IPO

Intel(INTC)$Intel(INTC)$ : Intel is spinning off its Israeli computer vision company MobileEye Texas Instruments(TXN)$Texas Instruments(TXN)$ : Texas Instruments plans to set up a new 300-millimeter chip fabrication plant Advanced Micro Devices(AMD)$AMD(AMD)$ : AMD has taken a lot of market share from industry-leader Intel over the years. Nvidia(NVDA)$NVIDIA Corp(NVDA)$ : One of the foremost companies operating in the metaverse, NVDA has computer graphics processors in high demand for gaming, engineering and other apps. United Microelectronics Corp(UMC)$United Microelectronics(UMC)$ : Becaus
8 Semiconductor Stocks on Sale as Intel Readies Mobileye IPO
avatarCyrilDavy
2022-08-29
$GigaCloud Technology Inc(GCT)$ if im a “bag holder” in this stock or jD$JD.com(JD)$$JD-SW(09618)$ , amazon$Amazon.com(AMZN)$ or ali baba then they are my bags of choice. I have zero issues just coming back month to month to peek in on this.. however.. if the short fucks betting on delist on chinese stocks and that is know historically resolved.. get there tiny peckers ripped off and we squeeze? Yeah ill buy the popcorn!!
avatarCyrilDavy
2022-07-12

Roblox&Microsoft are ready for a potentially hot summer

The pandemic led to stellar results in the stock market for many gaming companies. With more and more players headed outside to "touch grass" and fewer stuck indoors with their computers, those hot and heady days for gaming investors might seem like history. Still, major players in this market don't stay down for long. It may seem as if the bears have come out to play, but two big names might well use this month to grow their presence in the gaming world.Roblox$Roblox Corporation(RBLX)$ owes much of its success to the proliferation of creators with ample time on their hands, both before and after the pandemic lockdowns. It's still a new kid in a space defined by no fewer than two generations of gamers, but Roblox continues to show signs that it will
Roblox&Microsoft are ready for a potentially hot summer

Go to Tiger App to see more news