$Palantir Technologies Inc.(PLTR)$ It is going to take another earnings beat, higher sales growth, and higher GAAP profits to keep this going in the short run.I think their product is so spectacular that the long run still looks good to me, although I do acknowledge the price is high. I can't time the market well enough to risk selling.Buy 200 at $10, sell 100 at $20, and your remaining 100 is at $0 cost basis. It doesn't get any more free than that
$Alphabet(GOOG)$$Alphabet(GOOGL)$chrome uses google search are would probably still use it. I believed the threat to search last year when ChatGPT was introduced, but now realize that is way overblown. It is a leader in AI, driverless vehicles with Waymo, leader in renewable me with Fervo…this company practically prints money… I cant say I understand the synergies in tech, but GOOGL is cheap in relation to earnings or EBITDA or whatever.
$Palantir Technologies Inc.(PLTR)$Palantir at $31 feels like a bargain when you think about its potential in the long run. If you really believe in the company’s future and its ability to keep growing, especially with all the data-driven projects it’s involved in, it’s definitely worth considering. For those who don’t mind holding onto stocks for the long haul—looking past the day-to-day noise of the market—dollar-cost averaging (DCA) into PLTR could be a smart move. It’s like steadily buying in over time, so you're not too exposed to market volatility. Even if the stock dips or consolidates for a bit, DCA helps smooth out the entry points, and if Palantir continues to expand its footprint, that $31 price could be a stea
$Intel(INTC)$Intel’s got a tough road ahead, no doubt about it. With the company’s track record of underperforming, it’s easy to see why some would be skeptical about management hitting their long-term targets. The risk is definitely there. But here’s the thing—Intel hasn’t raised any debt in the last year, and that’s actually a good sign. It suggests they’ve been managing their finances better and might even turn free cash flow positive in the near future. That’s a big deal, and it could signal that the worst is behind them. So, while it’s still a bit of a gamble, I’m cautiously optimistic about Intel’s recovery. They’ve got the potential to turn things around if they execute well, especially with the growing demand for
$Intel(INTC)$Over the decades INTC has had any number of valleys before storming back - the difference being the level of competition was not at the same level as today... 2024 / 25 INTC edition may not be up to the level of previous years however I choose not to bet against them. Long INTC and waiting for upside recovery. Trump will eventually Tariff $Taiwan Semiconductor Manufacturing(TSM)$ as he wants MFG here in the USA. They will get the promised 3 billion and tax incentives then it’s off to the races
$Palantir Technologies Inc.(PLTR)$Lots has been written about how PLTR is vastly overvalued based upon the measures of the price/earnings and price/sales ratios. I base my evaluation on another factor: how PLTR’s customers value the company. As recently as four years ago, Palantir had less than 20 customers. Today, the number is 629 and growing by leaps and bounds. What is equally startling is the fact that PLTR has only lost 2 customers, and for reasons not at all associated with the service being provided. Most impressively, large numbers of customers speak freely at Boot Camps, AIP and DevCon sessions about how they are receiving huge value from PLTR’s services. And in increasingly large numbers, customers are expandi
$Palantir Technologies Inc.(PLTR)$I'd like to know who is buying. I'm, long term, friendly on palantir but the ratios are astronomical and insiders continue to sell. Based on a lot of research, the company provides excellent insight and has huge potential but I've sold 1/2 my position (about 15,000 shares) just to de-risk. $20 points lower, I'll rebuy and then some or sell puts until the cows, goats and sheep come home.
$Sea Ltd(SE)$ SE broke out from this inverted head and shoulders on the weekly in late September and since then has retested the breakout pivot in the low $90s and has continued higher. I can see these shares continuing to move higher in the coming weeks as this breakout plays out. Overall SE became profitable, and FCF positive last year. The company will likely not grow profits aggressively, preferring to reinvest surplus in acquiring customers and expanding geographically.
$Palantir Technologies Inc.(PLTR)$I had an average basis of $16, and started selling at $37 (130% gain) and just sold at $65 (300% gain). I have maybe 10% of my shares left. Not trying to show off, for me it has been more about luck and dart throwing. This process is just so random--my gain is tremendous. Am I missing out on an $NVIDIA Corp(NVDA)$ -like 10-fold gain? It doesn't matter, I'm happy with the results. Where can PLTR go? Obviously, higher, but also lower. I do agree that fundamentally, PLTR is in the stratosphere, but that won't necessarily stop momentum from going farther. The real question is whether PLTR can continue to produce results similar to recent quarters. T
$Sea Ltd(SE)$SE weekly seeing big green up volume bars as it works its right side of the base. On daily, closed the gap and got supported at 10D. Thru Fridays high would be a good place for a trade.These deep & fast pullback creates a different expectation; they usually need more time to build their right side. V-shaped rallies are not the normality. So entering here at support could be the low, but usually offers a couple entries as it bases and build the right side structure. I LOVE to enter those on a higher low structure as they make their first normal reaction.