AugustineMac-
AugustineMac-
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avatarAugustineMac-
2023-03-22

AMZN,I believe you!

Nobody was crying when Amazon was crushing it from 2019 through 2021 . Top company in e-commerce, cloud and advertising making big strides. Not counting they hired close to 750000 people to get the job done. This company over built infrastructure sure because they needed to to get the product delivered. Amazon has a wide moat of services that will make them more efficient and more profitable going forward. They aren’t the only company getting hurt right now. Their earnings report was not that bad.$Amazon.com(AMZN)$
AMZN,I believe you!
avatarAugustineMac-
2023-04-12
AI is third on a list of 15 stocks with Wallstreetbets. Elevator UP for longs! Shorts headibng on the elevator to bowels of the hot place! $C3.ai, Inc.(AI)$
avatarAugustineMac-
2023-03-10
$Credit Suisse Group AG(CS)$      CS$Credit Suisse Group AG(CS)$ now trading at 1/4 of book value (0.25). Unlike some industries where a lot of the assets' valuation is questionable (for example: patents, or other intangible assets), Banks offer a much clearer and measurable valuation of their balance sheet, as they hold numerical assets. Despite all of the horrific news, we still see Saudi National Bank buying 10% of CS$Credit Suisse Group AG(CS)$ . I agree that all of the news that has come out lately is miserable, or the stock would not be trading at a quarter of
avatarAugustineMac-
2023-03-30

Rivian is not going bankrupt

Ample liquidity available for next two years and by that time, two things will happen for Rivian1) Gross profit positive2) Georgia plant ready for production25% gross margin target was mentioned during the earnings call. Rivian seems to be well aware of what it needs to do to achieve that. That’s why the cost cutting and layoffs.Georgia plant will produce the much cheaper mass appeal R2 model. The production number for both R1 and R2 will be around 600k vehicles. Challenges lie ahead, but Rivian isn’t going anywhere $Rivian Automotive, Inc.(RIVN)$
Rivian is not going bankrupt
avatarAugustineMac-
2023-03-21
I'll guess PLTR gets bought out in next 24 months or less.Sales is one of their biggest weaknesses and they won't spend what it takes to improve. IMO - Why bother if they are selling.Karp will continue his road show until they do... bringing awareness to the brand and grabbing some contracts if he can, but he's taken it as far as he can... and he knows it.The product is beyond ready for Prime-Time.It's time PLTR to go to the next level.Great Management, Great Product, and a Great Future Market!! A Triple gold Crown. Just Hold!$Palantir Technologies Inc.(PLTR)$
$Micron Technology(MU)$ For anyone disappointed of not being able to pick up some of this below 110, this has to break 117-118 before next selloff to have any chance of reaching the all time high again. This is still in No man’s land as i see. A possible great Run can help this very much to break the resistance up and confirm the uptrend
avatarAugustineMac-
2023-06-06
If you would have invested in BAC 5 years ago, you would be down -2.35%. Yet the ass clown of a CEO brings home over $30M a year. What about pay for performance? Nothing succeeds like failure over at Bank of America. $Bank of America(BAC)$
avatarAugustineMac-
2023-04-03

Google: Secret GPT-4 App Store Could Be Deadly

AI is not limited to chatbots, and Google is not just a search engine. YouTube has tons of content, and they are starting to integrate AI into YouTube. While Google is a bit behind with its chatbot, they are still an AI leader with things like AlphaZero.Google already has much of this plugin architecture built into Google search. The act of search and the omni interface is Google's strong point so OpenAI might have some things first, but based on this and other recent bugs, I think people will and should hopefully be leery about giving OpenAI or MSFT their CC info through these interfaces, whereas Google has built in Google Pay to securely handle said transactions. $Alphabet(GOOG)$
Google: Secret GPT-4 App Store Could Be Deadly
avatarAugustineMac-
2023-05-12
If you're willing to wait a few months, everything under 10 is a deal imoThe Big Bang is coming soon!!!🙏stay long stay strong............. its the action not the money that is the meaning $Zhong Yang Financial Group Ltd(TOP)$
avatarAugustineMac-
2023-06-09

JD.com: High ROIC Business At Bargain Levels

IT industry is looking to me at a bargain prices taking into account the growth they will have in the next 5-10 years. I´m looking at IT industry like a leading indicator of recession. I mean, their stocks have been punished big time already since they´ve already "living" the recession since their clients are telling them they will wait longer to star some IT projects. However, companies can not scape the coming technological challenges and sooner than later they will have to keep up with the IT projects and make the investments they are now putting on hold. So, maybe their stocks have more to go down but at the current prices the upside for the next 3-5 year is huge. This week I opened positions on EPAM and Endava. $JD.com(JD)$
JD.com: High ROIC Business At Bargain Levels
avatarAugustineMac-
2023-03-20

Credit Suisse Collapse: Stock Is A Strong Sell On UBS Buyout

Apparently some of the bondholders will be subordinate to the equity holders. Ouch."LONDON/NEW YORK (Reuters) - $Credit Suisse Group AG(CS)$ Credit Suisse said 16 billion Swiss francs ($17.24 billion) of its Additional Tier 1 debt will be written down to zero on the orders of the Swiss regulator as part of its rescue merger with UBS, angering bondholders on Sunday.FINMA, the Swiss regulator, said the decision would bolster the bank's capital. The move reflects authorities' desire to see private investors share the pain from Credit Suisse's troubles.Chair Marlene Amstad said FINMA had stuck to the country's "too-big-to-fail" banking framework in making the decision.It means AT1 bondholders appear to be left with nothing while shareholders, who sit be
Credit Suisse Collapse: Stock Is A Strong Sell On UBS Buyout
avatarAugustineMac-
2023-03-29
AMD has one of the best management being lead by Dr. Lisa Su and I still believe that in few years will be able to reach the 500 billion market cap because it so deserve it. With that said I think tomorrow will be a better day for the the semis and the market because most of the stocks that reported like ETSY and others gave strong earnings report. $Advanced Micro Devices(AMD)$
avatarAugustineMac-
2023-06-12
To long time shareholders, is JD a safe buy now at this level plus it pays a small dividend, your opinions please? Thx much appreciate $JD.com(JD)$
avatarAugustineMac-
2023-06-12
Huge uptick with may revenues. June and summer months are generally higher thanks to new phone/tech line ups in the fall. Just need 180B TWD to match q1 results which is a +10% revision in current expectations. Nvidia put in expensive rush orders $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA Corp(NVDA)$
I think Smci $SUPER MICRO COMPUTER INC(SMCI)$ is trading at 14x adjusted 2024 EOS and will grow earnings and FCF over next five years at 25% plus. Founder and his wife own 25%. Founder led tech bizs always do better than bureaucratic led tech bizs.Should be more than NVDA $NVIDIA Corp(NVDA)$ !! Which is 545 !! Keep loading and loading. No resistance until 450, and target is 600 !!
avatarAugustineMac-
2023-06-08

Roku: Attractively Priced Growth Stock

I think the stock is up because we are at the trough of the advertising cycle and Netflix is proving the ad based business model is working. Netflix has had a massive rebound and streaming is getting more traction as budgets get squeezed from inflation. I think the sell off in Roku was overdone and if it doubled from here that would be a good start. Would not surprise me if Roku went to half its old high ($200-225) eventually as it recovers. Where Netflix goes Roku follows. $Roku Inc(ROKU)$
Roku: Attractively Priced Growth Stock
avatarAugustineMac-
2023-06-08
Google offering consulting services for generative AI is wonderful, it will cemment its leadership in AI cloud, AI products with the only vertically integrated vendor in town other than IBM. $Alphabet(GOOG)$ Happy Thursday GIF
avatarAugustineMac-
2023-04-04

Crude oil why are you so good?

Iran's monitoring agreement with the International Atomic Energy Agency will be extended until June 24. A spokesman for the Iranian Foreign Ministry said that the Iranian side believes that there are differences in the (implementation) sequence and verification of the nuclear agreement. The Associated Press analyzed that the window for the United States to reach an agreement with Iran is narrowing, and the tension may further escalate. The Associated Press analyzed that the window for the United States to reach an agreement with Iran is narrowing, and the tension may further escalate. In addition, Iran is intensively preparing for the presidential election on the 18th of next month, and the control over the negotiation of the Iran nuclear agreement has become the focus of contention betwee
Crude oil why are you so good?
avatarAugustineMac-
2023-03-21
I was hoping to double my holding before it exploded in April. Will be more expensive now but at least I got a lot of shares in the 0.30s and even now under $1 pps would be super cheap in the long run.$Faraday Future Intelligent Electric Inc.(FFIE)$
avatarAugustineMac-
2023-04-03

Grab Holdings: Keep On Moving, Keep Improving

GRAB stock price is ready to pop!Here in Singapore,Grab is certainly the best of the taxi services,very efficiently run. I assume their other services are well managed as well.I don't personally buy food meals online, but their motorbikes are ubiquitous here.It seems top have a better management structure than SEA,another S-E Asian favourite but one which has hit troubled waters.Its apparent good management and systems may serve it well all around S-E Asia,but it is a very competitive market. $Grab Holdings(GRAB)$
Grab Holdings: Keep On Moving, Keep Improving

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