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zippixo

Aiming to leverage U.S. market opportunities to enhance financial well-being

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zippixo

07-12

$Meta Platforms, Inc.(META)$ META with a forward p/e of 26 could easily get a rerating to, say... Apple's forward p/e of 30, especially considering their stellar growth rate. Wait until everyone realizes Zuck's created an AI cloud provider superpower... and it'll be too late. Long with a forever hold!

zippixo

07-11

$Advanced Micro Devices(AMD)$ None of this matters, what matters is the earnings report coming up. AMD has to show sufficient increase in sales of its MI300 series for AI, that's the only thing that really matters right now. The price is going up as earnings day approaches to try and get ahead of the curve in anticipation for good results.Me, I'm looking at $200+, hopefully an exit in the $300 range before EOY 2024. I've been in for so long, I have to start taking out big chunks of profit to enjoy. I'll keep some in for another 5 years, the expansion out from the now ancient PC sector, has just started, there's much more upside on the way.Go long, buy on dips and wait, don't freak out when it goes red, it'll reverse back i

zippixo

07-11

$Marathon Digital Holdings Inc(MARA)$ MARA has been dumped from the $30s down to $20. MARA used to be an easy way to trade BTC without getting a crypto account. Now that there are BTC ETFs, which are superior if your goal is simply an easy way to trade BTC. But things don't change overnight. It may take years for it to fall into the single digits. Or months. Who knows.

zippixo

07-10

$Palantir Technologies Inc.(PLTR)$ NVDA $NVIDIA Corp(NVDA)$ , TSLA $Tesla Motors(TSLA)$ , AMZN $Amazon.com(AMZN)$ and Google $Alphabet(GOOG)$ are up, you can make it same like them. Don't give up as you just breakthrough 27.5 level.We know is difficult for each dollar up, but we believe with your talent and professional, you will reach to next higher level.

zippixo

07-09

$Taiwan Semiconductor Manufacturing(TSM)$ TSMc is at the center of all things built on chips. At 7nm they took world leadership and enabled the world access to leading edge chips. At 5nm they extended it! At 3 nm they make chips for every major tech company and at 2nm it will be a repeat.Look at their CAPEX investment and from that you can infer their revenue increase. Remember that all their prior investments in huge advanced capacity is still making chips and depreciation is going to 0 and margins from those nodes will explode!blockade and demand access and cause a 30% pullback, yes but all those related companies will fall 50%, good buying before they come roaring back

zippixo

07-09

$NVIDIA Corp(NVDA)$ Mustafaya Suleyman, head of Google AI, said last week in an interview with the Economist, that the big cloud suppliers like Google $Alphabet(GOOG)$ , Microsoft $Microsoft(MSFT)$ , Meta $Meta Platforms, Inc.(META)$ have cut access to LLM prices by 70% this year because of fierce competition. Which, if you think about it, lowers the ROI on NVDA chips. Do a YouTube search to see the interview for yourself. He expects most AIs to be personal and run locally. Not NVDA’s forte. Sell the stock.

zippixo

07-09

$AMC Entertainment(AMC)$ First week in August I think they report and we might have an odds on chance for a solid quarter. That would make two in a row and would be a first since the merger. Catch everyone leaning the other way. WBD is mispriced if FCF and deleveraging is able to be maintained. I read some article somewhere expecting positive earnings in the second half...and that would be nice.

zippixo

07-08

$PDD Holdings Inc(PDD)$ I'm feeling hesitant about holding onto Pinduoduo (PDD) . Amazon $Amazon.com(AMZN)$ , a leader in the same industry, is hitting new highs. Despite Pinduoduo stock price continues to decline due to its different origin. Recently, I've decided to retreat again! It seems that choosing where to invest matters more than effort. Meanwhile, holding stocks in the seven giants of the US market appears to yield vastly different returns.

zippixo

07-08

$AMC Entertainment(AMC)$ AMC discussing the debt they can’t pay. Thats not a good sign. What’s he gonna do. Another split. Try to have retail save them again. 4.6 billon in debt. 1b market cap. Do the math. It’s not about hopes and dreams. It’s numbers. Where are all these shares you speak of and why haven’t they caused what you say they will yet. It’s always gonna happen tomorrow but it never does which means it doesn’t ever have to. Accept it. This is like 40c pre-split. How much worse can it get. Noe he’s gonna split 4 bucks. When is issuing new shares yearly to cover debt a solid business plan. Who believes that company is growing.

zippixo

07-04

$Alibaba(BABA)$ Seriously guys, stop trading only using technical charts. It make me laugh a tons when I see target or resistance this morning of 80$. If you look at company numbers, balance sheet. Growth, price ratio! You will not sell short here or sell your share if it hit 80$. You can't find this type of quality company & size at these price ratio in North America. You will most likely find bubble valuation in the US. The only reason stocks get into ridiculously low valuation or bubble territory is because of humans are emotional creature. It is the game of the shorts to make you believe the stock worth 75$, just like when they shorted META down to 86$ 2 years ago... Find me 1 mega cap in the U.S. who bought back

zippixo

07-04

$Nike(NKE)$ I dont think Nike is out of style, however the days of everyone buying high end sneakers is on pause for a while. 1,000+ dollar sneakers? How many of their sales were tied to covid lunacy versus regular shoe purchases? Any guesses? They were at 39 billion of sales prior to covid, and they are at 51 billion now. If you trim off a couple percent, you get to a sales forecast of 48 billion. I feel like the actuals in the coming year(s) will be worse unless they start pumping out tons of less expensive product that hurts their overall brand. There is a buying point for sure for this stock - probably need a little more air to drain out of it.

zippixo

07-04

$Advanced Micro Devices(AMD)$ Everyone sees it and is thinking the same thing, this looks exactly like TSLA $Tesla Motors(TSLA)$ before it exploded higher. Everyone knows it’s not NVDA $NVIDIA Corp(NVDA)$ but it’s one of the few companies making revenue from AI. Starting the breakout, think we see this move towards $180 in the coming days.

zippixo

07-03

$Coinbase Global, Inc.(COIN)$ I believe it can get there’s if daily exchange volume sustains prior cycle highs after current cycle peak. Historically, this has been true. They will print $2-4 in eps for the foreseeable future, and they deserve a high growth multiple. Undervalued.

zippixo

07-02

Olympic year is always good for nike

$Nike(NKE)$ Underneath the headline weak sales and future guidance were some very good effortsa. Gross Margin Improvement & dil eps up 15%b. Double digit Increased sales in womens apparel, footwear. Basketball also upc. Performance Running sales growth d. SGA costs down 7%d. tighter inventory control (a natural when you increase wholesale. Where retailers must take their orders. NIKE inventory was poor when optimistic buying for their own stores was too high...its naturally unpredictable).These efforts show NIKE is running their business well. Cost Savings where they can, increasing prices to improve margins where they can. The Perf Running results, strategy & womens results are great news; they are drivers for the

Olympic year is always good for nike

zippixo

07-01

$Sea Ltd(SE)$ From whom will Temu or TikTok take market share, if they take market share sustainably at all? Upon considering the fact that SE maintained, and possibly gained, market share in 2023, why on earth would the market presume loss of market share for SE when there's 30%+ market share to be picked from the bones of its weaker and sub-scale competitors? Still lots of meat there!

zippixo

07-01

$Broadcom(AVGO)$ NVDA $NVIDIA Corp(NVDA)$ has a ‘wide moat’ due to its monopolistic position in GPU tech. AVGO has no moat, though VMWare has significant market share in virtual cloud ecosystem. It was great acquisition. The problem is the AI-bubble has propelled valuations up to NVDA levels. It clear laid out that AVGO is a good company, but simply over valued.

zippixo

07-01

$Alphabet(GOOG)$ Absolutely, the diverse investments of GOOG especially in emerging technologies are definitely paying off. The global financial recognition it's receiving is proof of that. GOOG has a robust buy rating and an impressive score of 9.8/10, underlining its profitability and macroeconomic strength. So, it seems GOOG is indeed poised for continued success.

zippixo

06-28

$Amazon.com(AMZN)$ AMZN has a run rate on ad revenue of $47B. It grew 24% last quarter. I think we are beyond worrying how Amazon will cover the costs of their employees. They recently laid off a lot to improve operational efficiency. To be clear, AMZN has invested in more long term assets than any company in the world. They have room to reduce expenses or scale up for further demand with minimal variable costs. 3P Seller fees raking in. Advertising continues to grow. AWS has the ability to provide AI solutions, along with the fast growth Cloud business.50% eCommerce market share in the US. Incredible knowing how much TAM remains in eCommerce. 15.9% sales were eCommerce in May. The US is 2nd in the world in eCommerce adop

zippixo

06-28

$Alibaba(BABA)$ Frauds whatever you do we wont sell our stocks because alibaba is a great company with huge cash Flow....We will live from dividends!!!Its healthier for a company to give dividends bigger every year and be healthier.Stay away from american bubble stocks are overvalued extremely!!!!!American debt is huge and american bubble stocks are overvalued extremely!!!!

zippixo

06-27

$Amazon.com(AMZN)$ breakout after almost 3 years. Everyone knows "The longer the base the bigger the breakout". 3 years is long enough to see a massive breakout? don't forget this was once for a very little time number one market cap. it can return there this year.. hard but achievable.

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