lolmei

    • lolmeilolmei
      ·03-27 09:21
      $Alphabet(GOOG)$ Alphabet has taken outside investments for Waymo. Does anyone even know what Alphabet shareholders own of this company? It will not pay off. I'll take consistent growth and improving margins. How that happens doesn't matter much to me.
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    • lolmeilolmei
      ·03-27 09:12
      $SUPER MICRO COMPUTER INC(SMCI)$ Super Micro can grow revenue at a 43% annual clip between fiscal 2023 and fiscal 2027, a projection that assumes the company has about 10% to 15% share of the AI server market by the end of that period. And that estimate “still appears conservative given the early lead the company has in the AI market,”
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    • lolmeilolmei
      ·03-27 09:02
      $Alphabet(GOOG)$ I am lowering my estimates for Google stock. I no longer use a 23x earnings multiple for the advertising business. I now use an 18x earnings multiple, which would value that segment at around $108 per share. That places the fair value estimate at around $160 per share. I note that this low number may be deceiving because I expect Google Cloud to grow revenues at 25% and the advertising business to grow earnings at around 18% over the next few years. That means that at $160 per share, the stock might be priced to deliver 20% annual returns, which is arguably too high of a risk premium given the strong balance sheet.
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    • lolmeilolmei
      ·03-27 08:45
      $NVIDIA Corp(NVDA)$ Today, both trading volume and the stock price took a dip, but that's actually a good sign since volume usually moves with the stock. Volume dropped by 4 million shares compared to yesterday, with a total of 50 million shares changing hands, valued at around $46.73 billion. The stock is riding a strong short-term uptrend, hinting at more gains ahead. Looking at the current trend, it’s expected a 105% increase over the next 3 months. There's a 90% chance the stock will hang around between $1,779.27 and $1,964.31 by the end of June.
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    • lolmeilolmei
      ·03-25
      $Microsoft(MSFT)$ I would never short this but ultimately you have a commodity box provider benefiting from having availability during a demand surge... And even with all this demand, they can't pay for expansion out of cash flow and have to take on debt. Inevitably, as in all commodity markets, either demand will peak or other entrants will aggressively compete for sales and available margin. As an 18-year-old trader in the 1990s, this draws parallel first to the PC market where players like Dell Compaq Gateway and others saw their stocks surge during the early part of the internet boom. Overlapping this was a massive surge in internet networking plays, along with Cisco, Nortel Alcatel Lucent and countless startups. In t
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    • lolmeilolmei
      ·03-25
      $Microsoft(MSFT)$ Microsoft still isn't overvalued because of the quality and diversification of its business, market positioning, capital return program, balance sheet, and, most importantly, a clear and defined roadmap for monetizing AI for years to come. MSFT's up 250% in the past 5 years with a lot more to go.
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    • lolmeilolmei
      ·03-22
      $Alibaba(BABA)$ This is the time to buy, Baba is a must buy must own stock for 2024 and 2025 with a 6 month target at 140 and a 12 month target at $ 220. Funds are buying, Baba ready to repurchase 25 Billions of dollars of stock . This is not only a Must Buy , Must own stock, but buy all you can and do it Now
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    • lolmeilolmei
      ·03-22
      $Digital World Acquisition Corp(DWAC)$ My take is that you may have forgotten the WSB crowd and the short squeeze. Those peeps over there are YOLO'ing money on calls. Just months ago they were shorting. Someone is going to make some good, easy, fast cash.But I tend to agree...that will likely be short lived.
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    • lolmeilolmei
      ·03-22
      $Kaival Brands Innovations Group, Inc.(KAVL)$ Positive earnings expected to drive the momentum and stock price up🚀This is running after market close! Watch! I’m leaving my shares right there and selling tonight after close. It’s happened on 3 other stocks lately!!! This one is definitely running after hours!
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    • lolmeilolmei
      ·03-22
      $PING AN(02318)$ ping an holds tons of real estates in china, as the property slumps, share price of ping an declines.ping an is one of the best (in my view, the best) insurance companies in china.i have some shares, and happy to hold it for long term.
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