Cliff
Cliff
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avatarCliff
11-11
$Navitas Semiconductor Corp(NVTS)$ on fire today, soaring over 22%! This powerful rally proves the strong momentum in the 3rd-gen semiconductor space—my investment thesis is playing out perfectly. Trend is intact, holding strong for the next leg up!
avatarCliff
09-12
$NVIDIA(NVDA)$ 's AI wave soaring again! Blackwell chips ramping up with software ecosystem booming, the king stays king. Wish everyone rides this train to 180 together!
avatarCliff
08-13
$-1X Short VIX Futures ETF(SVIX)$ printing volatility gains! Fear gauge cooling off perfectly for this short play. But remember, vol trading needs discipline, take profits wisely!
avatarCliff
07-15
$Palantir Technologies Inc.(PLTR)$ , the AI leader, is finally gaining momentum! What drew me in was its data analytics moat in both government and commercial sectors. With AI adoption accelerating, the market is rediscovering PLTR's true value. Short-term volatility is inevitable, but I'm holding my core position strong!
avatarCliff
06-23
$MEITUAN-W(03690)$ Despite recent fluctuations in Meituan’s stock price, this round of profits has only strengthened my confidence in holding long term. I believe in Wang Xing, and I believe in Meituan! A solid business model combined with strong corporate governance is already more than half the battle. Meituan has proven its worth and I’m here to witness its next big moment!
avatarCliff
05-26
$HUA HONG SEMI(01347)$ Brothers, some say Huali Microelectronics is preparing to inject itself into Hua Hong Semiconductor, and some say Hua Hong Semiconductor is going to be merged with $SMIC(00981)$ . What is the situation? Can anyone tell me about it?
avatarCliff
04-27
$Tesla Motors(TSLA)$ Optimus is finally about to roll out! The trial production line has already landed at the Fremont factory, and by the end of year, there could be thousands of robots moving materials and inspecting equipment,just thinking about it is mind-blowing. Core parts like the 22-degree-of-freedom robotic hand and the rare-earth permanent magnet motors have been fully validated through the supply chain. Small-batch production is set for 2026, and they’ll even open it up to third-party partners. Tesla’s chessboard is just getting bigger and bigger,can't wait!
avatarCliff
04-01
$HUTCHMED(00013)$ is crazy undervalued right now, no way it should be sitting below HK$50 billion! This kind of setup doesn’t come around often, so I’m loading up more and holding tight. Just a matter of time before the market wakes up and rerates it!
avatarCliff
03-03
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ Last week, I decisively swapped $Tesla Motors(TSLA)$ for TSLL, and today’s gains proved it was the right call. Tesla surged, but TSLL skyrocketed even more—profits through the roof! This move reinforces a key lesson: in the market, the right choice matters more than just hard work. Being in the right lane makes all the difference.
avatarCliff
01-20
$TRACKER FUND(02800)$ Glad I held back last Friday and didn’t sell everything! Today’s gains turned out to be a pleasant surprise. Big thanks to Tiger and CBA for the support—steady wins the race, and here’s to more success ahead!
avatarCliff
2022-03-25

Vinco Ventures Stock Looks Scary as It Continues Its Acquisition Plans

If you’re in the market for a diversified, tech-centered investment,Vinco Ventures($Vinco Ventures, Inc.(BBIG)$ ) stock may seem like a deal, but we should look deeper. There’s no denying that BBIG stock is affordable, but whether it’s actually a good value is a different matter entirely. One thing that’s interesting about this stock is that some folks who have traded it probably weren’t aware of what Vinco Ventures does. That’s because they were treating it as a meme stock, and perhaps the company’s fundamentals didn’t matter too much. However, the meme-stock trade unwound a while back, and now fundamentals do actually matter. In other words, don’t count on Reddit traders to keep BBIG stock afloat in 2022. As we get to know the company a l
Vinco Ventures Stock Looks Scary as It Continues Its Acquisition Plans
avatarCliff
2022-03-24
$PayPal(PYPL)$ Let's start with the Tech side of things:1. Has flipped the PARSAR bullish on the daily and is about to flip it bullish on the weekly2. Accum/Distri has begun to climb sideways and upwards on the daily and the weekly after being down since Oct last year3. MACD is been flipped bullish on the Daily and is about to be flipped bullish on the weeklyThis is just a few of the technicals that have turned bullish in the last few weeks, there are several more.Analysts:1. MoffettNathanson's Lisa Ellis raised her buy recommendation to $190 this past week2. Deutsche Bank's Bryan Keane raised his buy recommendation to $200Why are they Bullish?Keane met with Paypal's CFO John Rainey this past week, following which he wrote that: "Beyond new product i
avatarCliff
2022-03-23
$XIAOMI-W(01810)$ Xiaomi, the Chinese smartphone maker, has received certification from TRUSTe, a subsidiary of the U.S. firm TrustArc, that confirms the company’s products are in compliance with the EU’s privacy rules outlined in the GDPR. Today’s news makes Xiaomi the first-ever Chinese enterprise to receive the certification by TRUSTe. Most underrated stock of the whole universe.
avatarCliff
2022-03-22
$Occidental(OXY)$ We will see oxy at 100 usd and more once shortsqueeze is happen. Oxy is mich undervalued and a screaming buy. We will see, what buffet has done last trading days last week. Takeover will be happen very soon. Decarbonsiation business is a huge additional business for oxy and will bring the stock price to its fair valuation of 100 usd.
avatarCliff
2022-03-21
$Micron Technology(MU)$ Micron is a great company. a very sound investment. However, this is going to be a long and protracted bear market I fear. So many headwinds and things lining up for a prolonged period of volatility and overall declines. That type of bear market usually lasts 12-18 months with 25-30% index declines. Unfortunately I think that means MU goes lower, with the potential bottom being anywhere between $50-$70. JMO.
avatarCliff
2022-03-18

Better Asian E-Commerce Stock: JD.com vs. Coupang?

JD.com($(JD)$)andCoupang($(CPNG)$)both serve millions of online shoppers in Asia. JD is China's largest direct retailer and the country's second-largest e-commerce company afterAlibaba( $(BABA)$). Coupang is the e-commerce market leader in South Korea. Neither stock has been a great short-term investment. Over the past 12 months, JD's stock price plunged more than 40% as China's crackdown on its top tech companies, delisting threats in the U.S., and other macroeconomic headwinds spooked the bulls. Coupang, which went public a year ago at $35 per share, has plummeted nearly 50% below that key level as investors fretted over its slowing growth and steep losses. Image source:
Better Asian E-Commerce Stock: JD.com vs. Coupang?
avatarCliff
2022-03-17

Tencent Will Possibly Be Forced To Take The Wrong Path

Summary Tencent's brilliant capital allocation business could be disrupted by regulations. The company recently sold its stakes in JD.com and Sea Limited. Capital allocation is the biggest edge Tencent has over other big tech mega caps. Nikada/iStock Unreleased via Getty Images In this analysis I will explain why Tencent Holdings ($TENCENT(00700)$ ) might no longer be the company that it was a year ago. I've been following Tencent for over one and a half years now, and I decided to sell my 8% position because I see its capital allocation business being crippled going forward. Tencent had an extraordinary business with many wide moats - or at least that was the case in the past. An overview of Tencent's business segments First off, let's quickly int
Tencent Will Possibly Be Forced To Take The Wrong Path
avatarCliff
2022-03-16
$DiDi Global Inc.(DIDI)$ Tencent does own 78.8 million class A DIDI shares. Shows you DIDI is a very popular brand name company, if a high tech company like Tencent owns shares. That will give you an idea of how much faith smart money believes in the company.
avatarCliff
2022-03-14
$Baidu(BIDU)$ I dived into Baidu (BIDU) business, the "Google of China". Studying their financial statements it is pretty clear that Baidu is much more than the search engine of China. Baidu leverages on the profits coming from their advertisement business to fuel growth in other areas such as cloud and a multitude of artificial intelligence initiatives. Baidu is in the middle of a costly business turnaround, where it seeks to diversify its revenue strem. Will they succed? I am not sure. However, based on my calculations, Baidu is strongly undervalued and presents an attractive by opportunity. What do you think of Baidu as an investment? do you think it is undervalued?
avatarCliff
2022-03-11
Please keep posting info about logistic REITs. I have not paid much attention on this area, and would like to know more about it.
@REIT_TIREMENT:Logistics REITs Comparison @ 11 March 2022

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