The bottom is behind us. Personally my lowest buy point was 100 shares at $42. I am almost breakeven at this point ($60). Next stop $120 (PT for 2023). Fair value at this moment is $250. 5 years from now? Who knows. Could be $500, could be $1000, could be $2000. Stay long.$Sea Ltd(SE)$
Three weeks ago BABA closed at $120 and the cheerleaders were predicting $139 - $150 by earnings. Now they are posting it's good that BABA fell 20% as a set up up for the next leg up. Funny things gets posted here but tough to top that for a good laugh. Next If guidance is strong and BABA rises the cheerleaders will be posting 24/7 even if BABA is still below $120. If guidance is weak and BABA falls further cheerleaders will post about that being to good to shake out weak hands. Either way will be fun to watch.$Alibaba(BABA)$
Shopify beats Q4 on both top and bottom lines: +$0.07 per share improved over the $0.00 expected, on $1.73 billion in sales which surpassed the $1.64 billion analysts had projected, +26% year over year. The company expects high-teens growth percentage for next-quarter revenues, on higher-than-expected Gross Merchandise Volume.$Shopify(SHOP)$
Stock is stabilizing at 107-109. Once downward selling pressure is finished, we should see small gains moving forward every week. I expect about $130 by May. Short term, look for 111-114 by end of February. I expect spring break to boost revenue this year.$Walt Disney(DIS)$
Buying at 2,3,4… lol doesn’t really matter when this trades at 20,30,40s by 2024.. biggest superapp in SEA with revenue rivalling Uber. Thanks for cheap shares shorts i guess.$Grab Holdings(GRAB)$
TSMC's Fab-21 at their Phoenix campus is about a year away from HVM 20,000 wafers per month, of both 5nm and 4nm. TSMC has also tentatively decided to build a second fab at their Phoenix campus, producing 3nm, but details are still sketchy.$Taiwan Semiconductor Manufacturing(TSM)$
I think the 9.5% drop in the dollar index is going to be a great help to Googles Q4 earnings. But think Google is worth a lot more in the future with all the work Google has done in the AI world over the last decade , Google have been working and using AI for the last decade which give them a 10 year head start over others the only other company that has been working with AI for over a decade is META. Both companies have a 10 year head start over everyone else. You invest in Google for all the AI work they have already done and are using because they are a decade ahead of others Buy the dips until you have a full position$Alphabet(GOOG)$
C3 customers and prospects find the new consumption-based pricing model easier to understand. C3 market partners find this new pricing model in alignment with how they price their own services and one that facilitates their successfully selling C3 AI products. The transition to this new consumption-based pricing model is now complete. C3 expects this new model to increase the number of customers with which they engage in any given quarter by an order of magnitude. As these customers continually increase their usage over time, we expect the compound effect on C3 sales growth to be quite significant.$C3.ai, Inc.(AI)$
In 2022 nio produced 87% of their total history of produced vehicles. an increase of over 50% year over year.If Nio can average 20k vehicles per month, which they should do this month, that is 240,000 produced vehicles in 2023 which is another 75% increase but we all know it is a low estimate.if Nio can average 25k vehicles per month, which they should do this month, that is 300,000 produced vehicles in 2023 which is more than doubling the 2022 production numbers.I think 25k per month is totally doable in 2023. This number is also probably very low.$NIO Inc.(NIO)$
GOOGL or COST ? Google forward revenue growth 10% with 23% net margin, FPE at 15.8. Costco revenue growth 8%, 2.5% net margin and FPE at 33. The institutional investors are selling GOOG and buying COST today. I would do the opposite$Alphabet(GOOG)$