$ASML Holding NV(ASML)$I listened to a recent interview with Michael Fouchett. He shows great confidence in the future of ASML. This will probably be a long term hold since Intel $Intel(INTC)$ is apparently struggling to afford the system. Big surprise with their earnings report ( not). But TSMC $Taiwan Semiconductor Manufacturing(TSM)$ is a major buyer as are other chip companies so all is well and should return to normal by mid 2025 if not before.
$Alphabet(GOOG)$I am bullish on Google . I expect it to double in 2 years. Google’s forward PE today is almost half of that of Apple, Microsoft etc. Google is positioned best right now with AI (own model, trained on own hardware, tons of data and their own cloud service). They also have some amazing long term bets like Waymo.The main risk is regulatory, with all the talk of breaking up Google
$McDonald's(MCD)$ McDonalds food kills in so many different ways. Obesity, Diabetes, food poisoning, ect.. Cook your own food AT home and eat real food!Eating ANY fast food more than once a week isnt good. You think KFC, Burger King, Popeyes, Wendys, Pizza Hut, etc are any better? At most I eat fast food twice a month.Now frozen Waffles/Pancakes are being recalled due to Listeria contamination and even so called Healthy bagged salads are often recalled due to listeria and Norovirus. Now even ONIONS may be contaminated.
$Alibaba(BABA)$If the big boys want to drive the price lower, they will. That's what is happening with BABA, the same way is happening with a fradulent company like DJT $Trump Media & Technology(DJT)$ .That's how the game is played, like it or not. All I care is BABA's earnings and fiscal stimulus from the government. That's what will ultimately drive the company, the same way monetary stimulus did before manipulation jumped in.
$JD.com(JD)$For the whole of country the real estate crisis will linger on for probably several more years as it's a huge percentage of households wealth. There's deflation and you have consumers who think why should I consume when prices are dropping every month?Is this bad for JD? Partially but that's represented in the stock price if you see the performance in the last 5 years. The delayed or lack of consumption does hurt them, but they're not in any huge risk as they have a net cash position of nearly $ 16 billion. The government said it'll do what it takes, but it will not take out a gigantic bazooka of money, they'll see month to month what is necessary. It might take a while but their rhetoric has changed as they're
$Alibaba(BABA)$A lot of "analysts" there. The central bank has decreased two key lending rates. That is always a catalyst for equity and stocks. If that decision was made from FED, the market would have been rallying. I have no doubt on that.Besides, more announcements are likely to come. If you have the patience to hold the stock for two years, you will easily double up your money.
$MicroStrategy(MSTR)$Just got a small position of 20 shares here three days ago at 195, I was feeling nervous to be honest but I kept my shares cause the objective analysis and support I find with you folks and it seems today is a good day, thanks to y'all
$NVIDIA Corp(NVDA)$NVDA’s price has always been this volatile, only now it has reached a valuation only seen by a few select tech companies. However its products and services are unmatched so there is no reason to think it cannot grow to be the largest company in the world by a country mile in the coming years.Now might be a fantastic time to invest if you have the time to ride it back up.
$SPDR S&P 500 ETF Trust(SPY)$GOLDMAN SACH beat REVENUE and EPS. most banks did well BAC too MEaning money transaction, loans etc . ECONOMY IS SOLID . Most corp did well this Q3. RALLY AHEAD FOR EARNINGS>.....TSLA $Tesla Motors(TSLA)$ and MSFT $Microsoft(MSFT)$ huge , you will see. buy shares of TSLA, MSFT and SPY now at the bell . SPY 600 will become support
$NASDAQ Golden Dragon China Index(HXC)$I originally wanted HXC to reach 7200, but it has reached 7000 in a flash. The bull market is like a tornado, it comes and goes quickly.