JONESTea

    • JONESTeaJONESTea
      ·03-21
      $Marvell Technology(MRVL)$ delivered a strong performance in the first fiscal quarter, with revenue reaching $1.88 billion, up 27% year-over-year. AI-related revenue alone hit approximately $700 million, driven by increasing demand for custom ASIC products from major customers like Amazon. As AI models continue to evolve rapidly, ASICs are proving to be an ideal solution, further reinforcing confidence in Marvell’s strategy.Moreover, the company’s custom $ARM Holdings(ARM)$ CPUs are set for broader adoption in customer data centers, while its AI XPU has demonstrated outstanding performance and is poised for large-scale production. As AI enters a new growth phase, Marvell is positioned at the forefront of t
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    • JONESTeaJONESTea
      ·02-18
      $POP MART(09992)$ 's performance is truly impressive, with trading volume surging and its market value hitting a new high of 150 billion! While it does pull back after each rally, this kind of movement actually feels healthier and more resilient. The market clearly recognizes and anticipates the future of Pop Mart, making it a stock worth holding long-term.
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    • JONESTeaJONESTea
      ·01-06
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    • JONESTeaJONESTea
      ·2024-10-30
      $Coinbase Global, Inc.(COIN)$ Coinbase will hold its regular financial conference on October 30, 2024, where it will publish the figures for the most recent quarter, which ended on September 30, 2024. 17 analysts expect earnings per share of USD 0.448 on average. In the previous year's quarter, the books showed earnings of USD -0.010 per share.
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    • JONESTeaJONESTea
      ·2024-10-29
      $Intel(INTC)$ In regards to trump implying that the “Biden backed Chip act” won’t attract the “good” companies, this is why politicians can be so frustrating because they have the power to influence a lot of people but the things that they say are not accurate, Intel literally started building their new factory as soon as CHIP was passed. And why imply that the CHIP was a bad idea and that raising tariffs would have been better when both ideas can actually work hand in hand? Any how I’m buying this stock as much as I can because when they finally finish their factory INTC will have one of the best semiconductors on the planet,
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    • JONESTeaJONESTea
      ·2024-10-23
      $Grab Holdings(GRAB)$ I believe GRAB is undervalued for several reasons:1. Grab IPO-ed in the most frothy period in recent history at a whopping $40B (!) valuation. This led to a massive 87% drawdown on the stock as sky-high expectations were not met.Grab has therefore been seen as a “poor” company by many who judge companies on their share price history.2.Southeast Asia is often viewed negatively by most US investors as they fail to understand the demographic and economy. 3. Grab has engaged in extremely aggressive price wars with the likes of Uber, Gojek and FoodPanda in previous years. This led to margin contraction from top to bottom line. Grab was seen as an unprofitable company with an unsustainable business model,
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    • JONESTeaJONESTea
      ·2024-10-16
      $Trump Media & Technology(DJT)$ DJT was chugging upward and then suddenly started a severe drop requiring a trading pause. At the end of trading, DJT was down 20% from the high. It dropped almost another dollar in after hours trading. I saw no news to justify this; Trump was bizarre at a town meeting but I doubt an effect on the stock. Is Trump starting to unload? That could explain the price action. Another large holder, but who? Suggestions anyone?
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    • JONESTeaJONESTea
      ·2024-10-12
      $Broadcom(AVGO)$ I was all over AVGO for so long and got burned. Since way before the split. Looking at the price now just makes me fell sick. Clearly I should have bought either a single leap call or at least held onto my shares. So mad at myself.
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    • JONESTeaJONESTea
      ·2024-10-11
      $Amazon.com(AMZN)$ It’s interesting to think about the behavior of investors in this situation. Given the broader market reaction to the bad CPI report, it seems counterintuitive that those who bought AMZN would push it above $200 without anticipating a potential drop. The market's volatility can often lead to short-term reactions, and many investors might have felt confident in AMZN's long-term prospects, believing the stock would rebound despite the negative news. Additionally, some may have been influenced by the momentum or FOMO (fear of missing out) that often accompanies strong price movements.However, seeing AMZN drop by $1 and potentially facing further declines as the day progresses is a reality check. It highlig
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    • JONESTeaJONESTea
      ·2024-10-10
      $Trump Media & Technology(DJT)$ DJT is a risky play showing support for President Trump and all the great people who support him. Who knows what the value of this stock will be? Nobody does! That is what is so great about this stock, the potential to pay off Bigly
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