fishinglo

    • fishinglofishinglo
      ·05-20 12:24
      $SUPER MICRO COMPUTER INC(SMCI)$ “way overvalued”? This company is about to own 25-30% of the networking market for AI which will be around 300B by 2026 based on analysts. That means this company will be producing $90B in revenue annually. 2.55x that for the market cap based on the enterprise multiplier, that’s a market cap of $225B in 2 years. The share price would be $3115 at that market cap.angry superman GIF
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    • fishinglofishinglo
      ·05-17
      $Baidu(BIDU)$ A beat is a beat. On the other hand, stock repurchases are very anemic, no dividend or acceleration buyback announcement made and stagnant revenues. And on the other hand, good numbers from Ernie which bodes well for the future, the stock is still extremely undervalued, and the tide seems to have turned on Chinese stocks. So all in all the stock probably won’t do much today.
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    • fishinglofishinglo
      ·05-17
      $Faraday Future Intelligent Electric Inc.(FFIE)$ The problem is that the company is bankrupt. Check out SEC filing.+50 reverse Splits, 2000% stock Dilution, +$2 Billion in debt, No business, no revenue, no asset, no product, no cash. In order not to go bankrupt, the company has to do another 2000% stock Dilution.The company only exist on paper.
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    • fishinglofishinglo
      ·05-17
      $SUPER MICRO COMPUTER INC(SMCI)$ Capacity Building - to meet the insatiable demand. What do you do with excess demand. Increase Prices to Return to Equilibrium. But But, the race is on.Super Micro Computer, Inc. (SMCI) recently raised $1.5 billion through the issuance of senior convertible notes at zero interest. The proceeds of around $1.47 billion will be primarily used to fund working capital for growth and business expansion to meet the surging demand for its AI servers
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    • fishinglofishinglo
      ·05-13
      $Advanced Micro Devices(AMD)$ Actually Longs rule AMD. Invest by holding long. This eliminates risk over time. AMD is up 11% YTD… AMD is up 63% TTM…  my February 2016 core AMD holdings are up 8,300%…  AMD will be up over 80% this year…. $250 by Christmas…. then AMD will more than double in 2025. That is how a Long handles risk.
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    • fishinglofishinglo
      ·05-13
      $SUPER MICRO COMPUTER INC(SMCI)$ Nvda market cap is $2200B, 2025 sales revenue was expected to be 112B, implies price:sales ratio of2200/112= 20Smci market cap is 47B, revenue is 24B, implies ratio is 47/24= 2It's clear, Smci upside is high if the current trend can continue!
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    • fishinglofishinglo
      ·05-12
      $Apple(AAPL)$ I'm in at $187.50/sh so I've been biding my time selling weekly covered calls on my shares receiving 1% or so with premiums. Adding up the premiums, I've reduced my cost of AAPL down to about $185/sh just biding my time until AAPL goes back up - which it will.A Christmas Story GIF by filmeditor
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    • fishinglofishinglo
      ·05-10
      $Shopify(SHOP)$ This is so oversold its ridiculous. Over reaction to guidance that is still excellent by all standards. Quarterly earnings and performance exceptional. Thank you for the buying opportunity. Loading up. Thanks again weak hands.
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    • fishinglofishinglo
      ·05-10
      $Apple(AAPL)$ $Rivian Automotive, Inc.(RIVN)$ I believe the apple rivian. I believe they're gonna be part is on something cause. Apple wants to put apple rivian. Or rivian, apple. They want to get the name on that car. I think apple might just buy in to the company. To give more money to rivian.Going Up Nba All Star GIF by Twitter
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    • fishinglofishinglo
      ·05-10
      $Apple(AAPL)$ AAPl is poised to rocket up as they are setting up their AI - gobbling up companies, talent, India coming online and China due for a supercycle - despite the incessant attacks aapl is going to $300.bullish.
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