jeffry09

    • jeffry09jeffry09
      ·12:28
      $SoFi Technologies Inc.(SOFI)$ SOFI went from an outcast to a market darling in 2 weeks.Here is what I expect from earnings:1) I expect they’ll reduce the fair value of the loans in portfolio, sell the new loand issued at higher rates and keep their best performing loans.2) Net charge off will increase but as Noto said, it’ll be well within the tolerance levels. You shouldn’t panic sell when you see it.3) Net deposits grew $3 billion in the last quarter. I expect to see at least $2.5 billion net deposit growth.4) Net interest margin should keep expanding as net deposits grow. Above 6% will be very positive.5) Fintech accounted for 42% of the revenue last quarter. I want this to increase.If we get these points, $SOFI can anchor above $8.
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    • jeffry09jeffry09
      ·07-17 15:53
      $Amazon.com(AMZN)$ 6 reasons this stock will be rising soon.1. Prime day setting a record 14 billion dollar haul2. Pharmacy.amazon.com revenues start coming in strong filling the gap for people affected by the huge CVS, Walgreens and Rite Aid closures3. Amazon execs working with Chinese retailers to take on and beat Sheine and Temu in China4. Recently implemented advertising on prime video is already exceeding expectations.5. Cloud infrastructure spending is up 20% this past quarter and growing. AI is predicted to create further demand leading to an an explosion of growth as more companies implement and increase their AI offerings.6. They just released their Graviton chips which compete directly against Nvidia.
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    • jeffry09jeffry09
      ·07-16
      $Marathon Digital Holdings Inc(MARA)$ If the Trump failed assassination attempt proves to be the catalyst that initiates the next Bitcoin bull run, timing could not be better. I hate to see a potential averted tragedy light this fuse, however, this fits my previously stated mid-July timeline on the beginning of the next meteoric rise.
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    • jeffry09jeffry09
      ·07-15
      $NVIDIA Corp(NVDA)$ It looks like NVDA is still the pure play for AI and 50% growth for the next few years is most likely. The new $180 target looks good. I’m thinking earnings in August brings us to $150 and November is $180.December is 220 for an early Christmas!
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    • jeffry09jeffry09
      ·07-14
      $Advanced Micro Devices(AMD)$ Really like the potential on this setup, but needs to hold over $184 minimum. So far rejecting and potentially setting a triple top. Showing both potential plays here no reason to over complicate anything here, prefer the upside
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    • jeffry09jeffry09
      ·07-10
      $Tesla Motors(TSLA)$ I was watching TSLA got first rejection at $264.98, then second attempt went through $265, so I thought we’d be on our way. And just to see it got pushed back down again. TSLA can try again tomorrow, but that $265 is a pretty strong resistance though. If this week closes above 265 then I can see 290-300. I dont really rely on RSI as things can stay overbought for a long time. Just need to wait and see how things develope
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    • jeffry09jeffry09
      ·07-10
      $Nike(NKE)$ The biggest misfiring in nike is its strategy for now - they are trying to find new revenues and their capital allocation is BAD, It's a CASH COW with limited future growth options here, so Company has to focus on efficiency in meantime as its still bloody good CASH COWLet me explain- Their revenue has been broadly stagnant for a while with some +/- especially related to incoherent cashflows- CashFlow is the most irregular chart over the same period, which happens when there are sudden inflows and outflows i.e. new projects and investments, the simplest summary is that the company is trying to find new sources of revenue- Outstanding shares are decreasing, as the company is left with cash and finds no better use-Debt increased on news o
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    • jeffry09jeffry09
      ·07-08
      $Amazon.com(AMZN)$ Bezos selling didn’t make a difference, I’m not selling since I’m not sending space ships to the moon. Creating a solid retirement account is my goal. Amazon is one of the best companies to own, in my opinion.
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    • jeffry09jeffry09
      ·07-02
      $CleanSpark, Inc.(CLSK)$ CLSK and other miners make it difficult to ignore the noise and roller coaster rides. If your thing is trading these on the upside and downs then more power to you, I don’t have the luxury of time to follow minute x minute. My strategy since Jan 2023 has mostly been buy and hold through the BTC bull run. I did that with oil in 2020-2021 and had spectacular gains. I continue to follow that same strategy on Miners.
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    • jeffry09jeffry09
      ·07-02
      $Amazon.com(AMZN)$ The easiest way to value Amazon is 3-3.5x revenues. The revenue estimates for 2025 are $710B. If you take $710B x 3.5 / 10.4B (float) that’ll give you the share price it is likely to hit early to mid 2025 if they hit their revenue targets. $710B x 3.5 / 10.4B = $239 range. People like to complicate Amazon but it’s really not that difficult.
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