$Walt Disney(DIS)$ Disney got a tiny bump thanks to their rival Netflix scoring BIG with subscribers and the rate those subscribers pay. Disney always talks about their number of subscribers, but never breaks it down to the rate, because so many people get it for free or for pennies.
$Amazon.com(AMZN)$ Be careful they raised the bar for Amazon finally. Let's face it we have no idea what kind of write downs they might have this quarter. When it looks to gold to be true it usually is. Almost every retail investor is expecting a beat. After all they have a prime day, black Friday, and cyber Monday in this quarter. Just remember when it looks to good to be true it usually is.
$Alibaba(BABA)$ I don’t own shares at this time as I now rarely hold individual stocks. The valuation here has now gotten interesting. $170 billion market cap with over $70 billion in cash. Trading at 3x forward EBITDA and forward PE of 7. Being treated like it’s going the path of AOL when it definitely has significant growth opportunities in the world’s largest consumer market. At this valuation and this level of cash they should be very aggressively buying up shares and at a minimum reducing share count by 10%+ this year. If it hits $65 I may pick up a position. I can see this as a $200+ share price within 5 years.
$Apple(AAPL)$ Okay, now things are getting interesting. Did anyone see the CNBC Fast Money gang this afternoon get all upset about how AAPL was up 6 bucks today? How many times did Guy Adami call AAPL "an expensive stock"? Collectively, they all took pains to articulate a thesis that could be bullish for TSM, but NOT for AAPL. Then Fast Money trotted out all-time AAPL hater Carter Werth to validate AAPL-bashing from the perspective of a chartist. He called AAPL a pair of two's and claimed massive underperformance for AAPL relative to other tech over the last few years. Sheesh, these guys REALLY want you to sell your AAPL shares.
$Digital World Acquisition Corp(DWAC)$ I was expecting a dead cat bounce to the 24 level, but this wildly speculative hulk of nothingness has outdone itself. Shorting has already begun, but, without another death twitch, this thing is set up to be hammered again. In my view that's inevitable sooner rather than later.
$SoFi Technologies Inc.(SOFI)$ it's sad to see that some of the retail investors actually sold on fear with these phony downgrades. What happens to the theory "buy when there's blood on the street"? this is time to buy not sell, this is a good company with the CEO and management team on your side folks.
$Elevai Labs, Inc.(ELAB)$ Huge sellers on L2 throughout the day. Even after it went red still saw many 30-50k sell orders on L2. Either the company's diluting, insiders are selling huge, or institutions are dumping. So, do you see the sign? Looks like we are on a heavy downtrend.
$Rivian Automotive, Inc.(RIVN)$ Second week of December Rivian was at around $17; then third week it was above $24. This is how furious this stock goes up … and down. It is back at $17. The next leg up can be just as furious. With so many downbeat sentiments, I want to be invested when people start covering and buying when the next positive news cycle comes.
$Microsoft(MSFT)$ After January 22nd 2024 this stock will pop up if it doesn't happen before the release of the next earnings.MSFT will probably reach 600$ this year and 2000$ within the next 5 years. Time will tell but i strongly recommend that you start buying NOW.
$SoFi Technologies Inc.(SOFI)$ I saythe fdic special assessment is not about a minimum # and a percentage multiplier against that number. it is the government so of course it is much more complex than that. the top banks and the twenty or so super regionals will pay 95 percent of the cost. the payment period extends for eight quarters subject to fdic oversight and can be lengthened or shortened. sofi's assessment (first quarter 2024) if any will be negligible and would most likely be backed out when calculating EPS."The special assessment will be collected beginning with the first quarterly assessment period of 2024 (i.e., January 1 through March 31, 2024) with an invoice payment date of June 28, 2024"pretty clear.