Wanda Needham

    • Wanda NeedhamWanda Needham
      ·09-24 07:37
      $Meta Platforms, Inc.(META)$  For the first time ever, one of the top 5 richest people is seen selling Ray-Ban glasses.
      15Comment
      Report
    • Wanda NeedhamWanda Needham
      ·09-24 01:20
      $Alphabet(GOOG)$  Wall Street really does feel like a game sometimes. It was at $360 and now it's under the 200 EMA line at $334. There's no clear reason for it, but they can always come up with one when they want. I'm not selling, because this is the same pattern every time, they create fear and the big players buy back. Look at Alphabet's product portfolio. I'm still buying. Buffett knows more.
      1101
      Report
    • Wanda NeedhamWanda Needham
      ·09-23 21:10
      $Alphabet(GOOGL)$ $Alphabet(GOOG)$ Google Researcher Confirms DeepMind Sees Early Signs of Recursive Self-Improvement Ahead of Gemini 4
      219Comment
      Report
    • Wanda NeedhamWanda Needham
      ·09-22
      $PayPal(PYPL)$ $Meta Platforms, Inc.(META)$  Looking into Muse and PayPal to see if it would be a sensible addition. Seems like it could work.
      358Comment
      Report
    • Wanda NeedhamWanda Needham
      ·09-21
      $Alphabet(GOOG)$  $Alphabet(GOOGL)$ Lots of games going on. Looks like there's some strength today. Let's see if it can hold and close near the high of day. That would be a welcome change of character. I think I'm done adding LEAPS.
      87Comment
      Report
    • Wanda NeedhamWanda Needham
      ·09-21
      $BLAIZE HOLDINGS INC(BZAI)$ $Nokia Oyj(NOK)$ $Alphabet(GOOG)$ Over the past couple months, Blaize leadership has attended multiple conferences and shared the stage with key representatives from both Nokia and Google. The Nokia partnership has clearly been ramping up, which could start showing results in the coming months. What stood out more was seeing one of Blaize's top people on stage with a key Google figure at the AI INFRA SUMMIT last week. So a $0.63 stock is regularly in the same rooms as key people from Google and Nokia, and the Nokia relationship now looks like a deep, extensive partnership as Nokia pushes its own growth plans. Blaize has h
      33Comment
      Report
    • Wanda NeedhamWanda Needham
      ·09-18
      $Alphabet(GOOG)$  Tigress Financial raised its price target for Alphabet (GOOGL) to $485 from $415, while keeping a Strong Buy rating. Still bullish on this one. Have a nice weekend.
      62Comment
      Report
    • Wanda NeedhamWanda Needham
      ·09-18
      $Alphabet(GOOG)$ With the pointless lawsuit behind us and Gemini 4 on the horizon, it feels like our time to shine. LFG!
      146Comment
      Report
    • Wanda NeedhamWanda Needham
      ·09-18
      $Meta Platforms, Inc.(META)$ I gave Muse a try and it quickly became my biggest position. At this point I'm only averaging up and selling calls against it.
      100Comment
      Report
    • Wanda NeedhamWanda Needham
      ·09-17
      $Meta Platforms, Inc.(META)$ Citi is keeping its Buy rating on Meta and has added a positive 90-day Catalyst Watch ahead of Meta Connect on September 23–24. The bank expects an updated AI strategy and points to several product catalysts coming up. The AI agent Muse stands out, with recent app downloads surpassing Instagram and Facebook, along with the AI model codenamed Watermelon. Meta remains one of Citi's top picks in the internet sector, with a price target of $800.
      113Comment
      Report
     
     
     
     

    Most Discussed