CynthiaVogt
CynthiaVogt
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$Quantumscape Corp.(QS)$ The top management just received a large amount of equity incentives on April 8th. Five top management received more than 4 million shares in total. The key is that no one sold them! This is usually a reward for achieving some technical or commercial milestone. The fact that the top management dared to take it and not sell it is a good sign, indicating that they are confident in the future development. Now we are waiting for the Q1 financial report to be released to see what surprises are hidden behind this wave of rewards!
$Strategy(MSTR)$ New gameplay, issued at the beginning of the year; par value $100 (later reduced to $80) per share, dividend rate 8%; when MSTR exceeds $1000, each STRK can be converted into 1/10 share of MSTR, that is, 10 shares can be converted into one share of MSTR; no expiration date.
$Alphabet(GOOGL)$ starting to become really attractive at 18.8x P/E (forward) & 11.8x EV/EBITDA (forward). If this continues, I will accumulate more over the coming days. Even if Search dies (in 5 years), the potential of GCP, DeepMind, YT, & Waymo in that same time frame makes up for it.Image
$SMIC(00981)$ ’s recent performance in the Hong Kong stock market has been impressive. Not only has it outperformed the A-shares, but it has also shown a smaller pullback, proving its strong market resilience. From an industry standpoint, SMIC is on par with $Taiwan Semiconductor Manufacturing(TSM)$ , but in terms of capital market position and strategic outlook, it’s competing at the same level as $NVIDIA(NVDA)$ . Just like Nvidia investors have seen massive returns, SMIC holds enormous long-term potential.
Image $NVIDIA(NVDA)$ It is me
$Daqo New(DQ)$ The market isn’t doing well, but this is the only profit I made today using CBA.
avatarCynthiaVogt
2024-05-22

Will the brutal momentum continue?

$NVIDIA Corp(NVDA)$ publishes its Q1 2025 report. The company is now the third-largest in the world, trailing only $Microsoft(MSFT)$ and $Apple(AAPL)$, after seeing its market cap rise by 200% over the last year alone. Will the brutal momentum continue?Image
Will the brutal momentum continue?
avatarCynthiaVogt
2024-04-03

Another buy dip?

Nvidia $NVIDIA Corp(NVDA)$ closed below its 20D moving average for only the 3rd time this year Image
Another buy dip?
avatarCynthiaVogt
2024-04-03
The stock market cannot "crash" if $NVIDIA Corp(NVDA)$ is flat on a day like today. It's true.
avatarCynthiaVogt
2024-04-02
r/wallstreetbets - NVIDIA TO THE MOON
avatarCynthiaVogt
2024-04-02
Cathie Wood and Ark Invest bought 84,164 more shares of Tesla $Tesla Motors(TSLA)$ today
avatarCynthiaVogt
2024-03-20
NVIDIA earnings are the new FOMC
avatarCynthiaVogt
2022-07-04

The Best Bitcoin Stocks And Crypto Plays To Watch? None Currently

The price of Bitcoin has tumbled this month and currently sits below $20,000, driven lower by inflation concerns and signs of bigger cracks in the crypto ecosystem. A number of Bitcoin stocks — or companies that have business tied to the cryptocurrency — are living in the basement as well.None of the stocks mentioned here are currently in bases. Ratings for many are currently weak.Bitcoin's gyrations have arrived as traders try to figure out where the economy is headed, as the Federal Reserve raises its key interest rate to head off rising consumer prices.Bitcoin has been seen by some as a hedge against inflation. But it doesn't always act that way. Others have attributed the drop in the price of Bitcoin to a flight to safety by more traditional investors, who dumped what they conside
The Best Bitcoin Stocks And Crypto Plays To Watch? None Currently
avatarCynthiaVogt
2022-07-01

Block: Short-Term Headwinds Could Make It Even Cheaper

Block, Inc. $Block(SQ)$ is becoming a household name for its growth in the fintech industry. Square is one of the company's most recognizable products due to its popularity among small businesses; however, this could be anissue if a possible recession causes mass closures. Furthermore, Afterpay could begin to see issues due to large competitors joining the industry and taking market share. Block's biggest revenue driver, Cash App, outperforms Venmo's financials despite having a lower user count and total payment volume. However, the selloff of cryptocurrencies has been hurting its fundamentals and will likely continue to do so. Even though the stock appears to have major long-term upside, it may be best to wait for it to get even cheaper from these tem
Block: Short-Term Headwinds Could Make It Even Cheaper
avatarCynthiaVogt
2022-06-30
"Before the Hefei base went into production, BYD's five production bases in China were located in Shenzhen, Xi'an, Changsha, Changzhou and Fuzhou. The company is currently building new production bases in Zhengzhou, Jinan and Xiangyang.$BYD COMPANY(01211)$ No One anywhere is expanding faster than BYD and you can add factories in Thailand; India; Hungary EU; UK (buses and batteries); US (buses and batteries) and there are others with JV partners, and these factories here do not include semiconductor and tech component factories, or monorail, or solar....."
avatarCynthiaVogt
2022-06-29
$Roblox Corporation(RBLX)$ This is suspiciously hanging on after this bear market bounce. Need to wait it out. Passed 50 day SMA, so need to see if that's support, although these days it seems none of that matters. If things get rough in a week, this could be back to $25...Bearish on RobloxWaiting 
avatarCynthiaVogt
2022-06-27

3 Sell-Off Stocks That Could Help Set You Up for Life

KEY POINTS Block encompasses multiple ecosystems that continue to transform fintech. Roku helps to deliver and monetize streaming content. Shopify continues to widen its competitive moat in the e-commerce space. These companies hold the potential to deliver life-changing returns over time.Most growth-oriented investors dream of stocks that will "set them for life." These are stocks where they can invest a relatively modest amount and end up with eye-popping returns years later.Nobody can guarantee that their growth stocki nvestment is the next Amazon or Netflix. However, after more closely examining the emerging industries of the future, Block, Roku, and Shopify are three stocks that hold such potential. Let's find out a bit more about each of t
3 Sell-Off Stocks That Could Help Set You Up for Life
avatarCynthiaVogt
2022-06-22

3 Things About Twitter That Smart Investors Know

$Twitter(TWTR)$   KEY POINTS Twitter has struggled to accurately measure its audience over the past eight years. Its oft-overlooked data licensing business can be easily abused by high-frequency trading firms, unscrupulous media outlets, and oppressive governments. It paid nearly $1 billion to settle two big lawsuits over the past year. The social media company faces a lot of near-term challenges.Twitter set ambitious growth targets during its analyst day presentation last February. The social media company claimed it could grow its monetizable daily active users (mDAUs) from 192 million at the end of 2020 to over 315 million by the end of 2023, and more than double its annual revenue from $3.7 billion in 2020 to "over $7.5 billio
3 Things About Twitter That Smart Investors Know
avatarCynthiaVogt
2022-06-20
MSTR and SQ jumped into Bitcoins at the cost of their CORE business and killing shareholders otherwise price would have been around 80+ in the beaten market$MicroStrategy(MSTR)$ $Block(SQ)$
avatarCynthiaVogt
2022-06-17
Think of the over leveraged corporations that have shrinking economic performance while rolling over debt. Food and Energy are the only sectors rolling in cash. Oil is a mfg situation and can change on a dime. $JPMorgan Chase(JPM)$ Jamie Diamond was the only elite chosen leader who was honest with us. $Citigroup(C)$ Citi vaguely spoke to a slow down in Europe. This situation was created by incompetence. It will require drastic impacts for change. Banks will suffer due to my reasoning above. The rubber band of price elasticity is tightening and will unwind in a violent way. The hang over will be tough.

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