chenobserver

    • chenobserverchenobserver
      ·03-18
      $BYD ELECTRONIC(00285)$ After watching BYD’s Super e-Platform technology launch, I felt completely refreshed—BYD is seriously undervalued! When you break down BYD’s various divisions, no matter how you add them up, their combined value easily exceeds 1.5 trillion or even 2 trillion yuan! Looking ahead, it’s projected that by 2028, BYD's automotive business will see an annual revenue growth of nearly 20%, three times that of its peers in the automotive manufacturing industry! This clearly shows that BYD’s automotive business deserves a much higher valuation! If we assume that BYD's automotive division deserves half of the market multiple, its value could reach 390 billion USD, more than double the current market value of the entire company! It’s t
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    • chenobserverchenobserver
      ·02-11
      $Lufax(LU)$ Sold off my Lufax stock and made a nice profit! Though the price has been fluctuating, the recent upward trend really surprised me. Lufax’s business in China’s fintech sector has been improving, especially in providing loan services to individuals and small businesses, with their latest earnings report showing a revenue of over 5.9 billion RMB for Q3 of 2024, indicating good growth momentum. Hopefully, the next investment opportunities continue to go smoothly!
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    • chenobserverchenobserver
      ·2024-12-31
      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ continues to lead in AI integration and digital advertising, and watching its diversified ecosystem—from Google Search to cloud computing—grow stronger fills me with confidence. This company has not only brought stable growth but also endless possibilities for the future. I will continue holding this stock into 2025 because I truly believe in its potential!
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    • chenobserverchenobserver
      ·2024-10-30
      $GameStop(GME)$ GME kicking off pre-market with a +4.72% boost, hitting $23.75! Keep an eye on those EMA lines—9 & 20 converging around $23.71. Momentum heating up? Let’s see if the MACD and RSI align for a bullish run! Who’s watching this move?
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    • chenobserverchenobserver
      ·2024-10-29
      $Palantir Technologies Inc.(PLTR)$ I think buy-&-hold is an excellent strategy with PLTR for those comfortable with it. I wrote a few DITM LEAP $25 CC contracts with 1_27 expirations with net per-share $19.33 cost which garner 29.33%TR and 13.54% annualized returns . So I keep locking in profit regardless if it retraces or not.I'm sharing my strategy not because it's the "best" way by any means, but as one way to negotiate the present uncertainty. I'm making 29-42% TR's on multiple contracts which then allow me the courage to wait for a possible pullback.But no doubt - PLTR feels like it could easily trade in the $100's one day.
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    • chenobserverchenobserver
      ·2024-10-23
      $Coinbase Global, Inc.(COIN)$ Much ado has been made about this election’s impact on crypto. Trump will be a huge boon for alts and COIN, but neither candidate will have much impact on BTC.Bitcoin’s story has already been written. It will either become an inflation hedge or it won’t. It will either become a store of value or it won’t. The election pricing-in effect is not a bet on a better BTC regulatory environment, it’s a bet on whether the anticipated inflation acts as a catalyst for these theses.The regulatory environment is what matters for alts and COIN, and that’s why we continue to see $BTC outperform. Inflation is a near certain macro outcome under either candidate. Regardless of Trump’s lead, alts are still some
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    • chenobserverchenobserver
      ·2024-10-16
      $Palantir Technologies Inc.(PLTR)$ getting the feeling this is going to crater,the shorts are piling in, Knowing when to sell is the toughest. You have people like the motley fool coming out daily scaring people out of their investment, you liston to analysts saying way overvalued, than you have all the positive people telling you this is just the beginning for this company, so who do you believe. If your in it for a longer period you don't have anything to worry about. Im holding till the end of2025, Ill make a decision then. gltal
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    • chenobserverchenobserver
      ·2024-10-12
      $MicroStrategy(MSTR)$ New MSTR investor here. I feel Bitcoin has been de-risked enough now with broader institutional acceptance and a variety of ETFs. I believe Saylor believes, is 100% committed, and has a unique perspective so I'm on board with him too. I bought an intro position at 130 before this last rip. I'm sitting on some cash now, and would like to buy more, but I see the last few bounces between 120 to 190 and wonder if I should wait again for another dip.Some folks are quite evangelical about BTC, so I know some think there's never a bad time to buy because the long term potential. I also don't want to be a dummy with maybe a recession right around the corner.
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    • chenobserverchenobserver
      ·2024-10-11
      $Advanced Micro Devices(AMD)$ 2yrs of AI hype.If AMD still doesn't understand what market wants and keeps touting CPU then it's a lost cause. For an AI event they should have only focused on GPU/APU not the EPYC chips. Everyone knows they are good and CSP use them. AI is about accelerators and everyone wants demos, go-to-market presentations, ecosystem updates and what is currently available and what is in works.AMD focused too much on CPU. Panel last year had Lamini and this year nothing from Lamini which demonstrated any progress with this hype last year. Clearly AMD is stupid to fail on partnerships and ability to foster a growing ecosystem.
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    • chenobserverchenobserver
      ·2024-10-10
      $Alibaba(BABA)$ The Stock dropped 8% in the last 2 days after 40% rally. A lot of investors were underwater for a couple of years at around $110 - 115, so most of them used this rally to get out in green. Weak hands are getting out and we wait for new buyers. Baba will go higher
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