Wanda Needham

    • Wanda NeedhamWanda Needham
      ·11-21 12:03
      $Shopify(SHOP)$ The combination of strong revenue growth projections driven by increased merchant adoption and service expansion; positive user metrics indicating high engagement; favorable market trends supporting e-commerce; operational efficiencies improving profit margins and then taking more share of the growing market from every single one of their so called competitors, are extremely bullish indicators.
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    • Wanda NeedhamWanda Needham
      ·11-21 11:53
      $Sea Ltd(SE)$ The stock is bouncing off the 9 EMA and is approaching a 52-week high, with the next resistance at $120. It recently reported better-than-expected earnings and looks strong on the charts. The stock is on high watch, and call options above $114 appear promising.
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    • Wanda NeedhamWanda Needham
      ·11-20 11:30
      $Shopify(SHOP)$ This is the best growth company at the moment and foreseeable future. Fantastic company, long term hold. Buy now. This will be a trillion dollar company.Just a reminder that we were hovering around $80 a month ago. Ignore the ups and downs.More upgrades coming ! start some buying on the dips .
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    • Wanda NeedhamWanda Needham
      ·11-20 11:25
      $Sea Ltd(SE)$ I'm genuinely puzzled by the current short interest in this stock. What exactly is the short thesis at this point? It’s surprising that short sellers haven’t wavered, even as the stock has surged significantly from its lows in the $30 range. What are they banking on?
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    • Wanda NeedhamWanda Needham
      ·11-19 13:54
      $Shopify(SHOP)$ Perplexity launched a new experience for shopping and it is all powered by Shopify. wait for the fire sale to beginIt takes 3 years to get back over 100. I need this to get to 120. I cant wait another 3 years for that to happen.3-day long Price drop quite shallow. Likely head higher to previous all time high.
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    • Wanda NeedhamWanda Needham
      ·11-19 13:40
      $Sea Ltd(SE)$ 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.
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    • Wanda NeedhamWanda Needham
      ·11-18
      $Sea Ltd(SE)$ I'm staying in Thailand, and here Shopee is huge - Lazada or TikTok Shop is not even close. People make all sorts of Shopee short Videos, make money by testing games, ordering food etc. It's basically a Super-app and features growing day-by-day.
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    • Wanda NeedhamWanda Needham
      ·11-18
      $Shopify(SHOP)$ Investors should pay attention to all the Black Friday Cyber Monday Shopify merchants success on coming weeks. Every year Shopify always publishes after that weekend, the huge year over year Gross Merchandise Volume aggregate growth from all their merchants and that’s historically been a great indicator for great quarterly results ahead.
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    • Wanda NeedhamWanda Needham
      ·11-15
      $Shopify(SHOP)$ Recently, they secured revenue with three-year contracts, ensuring long-term retention and they continue to signup new merchants and increase prices because they deliver measurable results. I believe the market cap of SHOP will be 10x of what it is today meaning at least 25% per year average return.
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    • Wanda NeedhamWanda Needham
      ·11-15
      $Sea Ltd(SE)$ they have been working on AI for quite some time now.Data mined from their extensive client base will be invaluable.Don’t forget the hookup with Google’s You Tube $Alphabet(GOOG)$ .Finally, I wonder if possible Trump tariffs on China will make countries in South East Asia more competitive on the world market and help accelerate growth rates in the region..
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