$Eli Lilly(LLY)$Next 3 months : endless posts from you, master , verlar, AI Bob, and a guy that keeps changing his screen name. Although some of the posts will be accurate, Most of the posts will be opinion based , lies, spin, old information that doesn't matter anymore, anything obscure that you can find to make people not want to buy the stock.
$Quantumscape Corp.(QS)$I sold my shares yesterday afternoon for a loss. I had held those for a little over 3 months. Bad luck. I bought back about 20% of the previous ownership around noon and have a small profit on those shares so far. I think many people are holding out on buying an EV until the solid state Li batteries, such as QS’s, become readily available in EV cars. That could be another 3-4 years. I look forward to owning one of those.
$Gevo(GEVO)$"We believe this conditional commitment milestone reduces execution risk for securing the remaining large-scale equity investors who would accompany the proposed DOE-guaranteed debt and Gevo equity. Currently, the project is projected to generate high teens returns to equity investors."Who are the equity investors? :)
$Intel(INTC)$The foundries business is known to be capital intensive. This is the main reason why most Americans don't want to do it. It's clear the Americans and Europe will want to shore up chip making capability and would open up the checkbook. The foundries will be heavily subsidized for the next 10-20 years regardless of who's in charge. If intel takes on the foundries and the additional capital can be leverage at almost 0 cost then that's a huge win. This is why the initial bid is not going to be $32, but it has to be around $38-$40. Even without QCOM, the current valuation is overkilled. Intel should not trade below $27 unless it's clear that it will be in bankruptcy in the next 2-3 years.
$Microsoft(MSFT)$I love comparing stocks to Baseball. If Nvidia is Ben Joyce, Microsoft is Randy Johnson. While the young fastballer is looking good, the GOAT has stood the tests of time.
$Palantir Technologies Inc.(PLTR)$Bears are sniffing around thinking about shorting the stock. Sounds like a good time to buy. Squeeze them out. Go PLTR!
$SSE Comp(000001.SH)$True opportunities come from volume contraction, not high volume. The higher the volume, the more active the transactions and the greater the competition. The index has been pulled up from 2600 to 3600 points in just a few days, and what is needed more is rationality! Looking forward to the opportunities after this adjustment is over!
$Alphabet(GOOG)$Google's formidable aspect lies in the fact that its moat continues to strengthen over time. Even if it changes some behavioral norms—which are already very fair—it won't stop it from becoming more monopolistic and powerful. However, as Google has stated, it is not obligated to help its competitors, which is also the reason why the U.S. Department of Justice might have to consider breaking it up!
$.SPX(.SPX)$I suggested to a friend that he should buy U.S. stocks, but he said he wants to wait until there's a significant drop to buy. In fact, the norm for the U.S. stock market is sharp declines followed by slow increases; significant drops are not common. Short bear markets and long bull markets are characteristics of the U.S. stock market. The mindset suitable for A-shares may not be appropriate for U.S. stocks.