sunshineboy

    • sunshineboysunshineboy
      ·11-01
      $MicroStrategy(MSTR)$ I’m not a CEO of a multibillion $ corporation, but shouldn’t he haven boughten Bitcoin when it was low rather than waiting until it’s back at ATH?
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    • sunshineboysunshineboy
      ·10-29
      $Trump Media & Technology(DJT)$ The stock market is a VOTING MACHINE, and DJT stock was always lined by the Woke Democrats' to Trump's re-election, no the Voting Machine says "a Trump land slide", and the democrats are doing a double face, and pretending they didn't say that.... they always hide from the truth and create fake scenarios. it Appears also, DJT heading for $200 in month or so... I hope nobody is short....
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    • sunshineboysunshineboy
      ·10-26
      $PDD Holdings Inc(PDD)$ let me ask you: If the consumer gets the best price, the platform makes enough money, and logistics earn their share, then tell me, who is losing money? Is this just another Ponzi scheme?the seller can't earn anything! Will they keep selling on this platform? How long will the platform last, even their management said they need to try and find a way?I don't see much news about JD sellers protesting at their headquarters, while PDD faces protests almost every quarter. These protests probably don't get widespread attention due to internet censorship. If PDD were a U.S. company, it would likely have been sued hundreds of times and possibly gone bankrupt several times by now.
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    • sunshineboysunshineboy
      ·10-24
      $Enphase Energy(ENPH)$ I’m a solar installer. Enphase has had a solid product but the race has been run. The string inverter with multiple inputs has it beat. It will be slow death by a thousand cuts but ultimately there is no ignoring the millions of Enphase micro inverters with 25 yr warranties out there cooking away under the panels. The liability will prove unbearable. These two issues; String dominance and warranty liabilities make this a sad story for a great company. I hold no stock positions.
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    • sunshineboysunshineboy
      ·10-22
      $Apple(AAPL)$ Great idea for Apple!Ready , instead of Apple car, how about an Apple house??You can walk into SiriI checked into giving ideas to Apple, but they don’t take ideas!I’ve been thinking about this for years !!I’ve been long term holder of apple 🍏 Apple to 600
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    • sunshineboysunshineboy
      ·10-22
      $Apple(AAPL)$ I was up 350% on AAPL since I bought but I recently sold some of my holdings. Few reasons:wanted to diversify & already have exposure through an index fund.Apple’s recent releases were IMO a bit “lacklustre”.Regulators are gradually chipping away at the App Store “moat”.Apple is known to plan years in advance to “perfect” product releases before shipping them - everything is so uncertain at the moment with regards to the next frontier of technology that I’m not sure shipping in this way puts you in the best position to win.It’s AI proposition feels more “copycat” than leading player. Jury is still out on AI’s true value & at what point it becomes transformative but Apple feels slightly behind other t
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    • sunshineboysunshineboy
      ·10-19
      $Alphabet(GOOG)$ Google has a lot of potential. Of course there are risks - the exist anywhere - of AI disruption and such, but I believe they have a great core product and a great management team and a fantastic brand.I’d actually love to see Alphabet spin out a few companies now or in the future. YouTube tops the rankings for minutes of content watched by consumers daily in a lot of markets, it has subscribers and ad revenue that is almost the same size as Netflix, but is stuck inside a 23x PE company while the market values Netflix at 38x. Waymo is running tens of thousands of driverless taxi rides per month, while Elon Musk is trying to hype the idea of driverless taxis inside his 56x PE company. I’m not sure either N
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    • sunshineboysunshineboy
      ·10-18
      $Versus Systems Inc.(VS)$ I’d lean towards a bearish view The company's fundamentals aren't strong right now. Their revenue is expected to drop by almost 60% this year, and their earnings are still in the negative. This shows that they’re struggling to grow or turn a profit with the company’s poor financials.
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    • sunshineboysunshineboy
      ·10-17
      $Amazon.com(AMZN)$ Does AMZN Seriously do 600B$/year in revenue? What a monsterHeadwind I see is stall in retail; as a user their platform isnt NEARLY as helpful as it was 5 years ago. I start shopping on aliexpress, same products 10% of the price. For bigger items I shop in person. Not sure what the appeal of amazon even is anymore, because most people do not need next day delivery. on aliexpress choice, delivery is free if the total order is over 8£, and you can toggle for items with choice, and also 7 day delivery.
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    • sunshineboysunshineboy
      ·10-16
      $SUPER MICRO COMPUTER INC(SMCI)$ Please tell all your friend about 100+ mil shares shorted for Smci. The shorts are about 1/3 of the float. The short squeeze will be massive. Some stupid shorts, they sold it at $40 , it means they have already %20 loss if they buy now at $48. If they wait a few days, they need to buy back at $50+. Means their loss going up n up as the stock goes up. So shorties , buy back now and even more and help us to squeeze the rest of you guys n this way you can recover some of your losses.
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