$XPeng Inc.(XPEV)$ China will have a heck of time distributing their cars in the US and Europe due to the strong lobbies of the automotive industry and its unionized workers. With that said, i am buying xpeng at these prices because of the vw deal. The fact VW have announced they will be distributing xpeng evs under the vw brand globally is a major turing point for xpeng. I will not be surprised if future models will be assembled in north american vw factories with parts sourced from xpeng.
$NIO Inc.(NIO)$There was a Battery Swap company called 'Better Place' in the eriler 2000's. The company failed to create a network of battery changing stations. The swapping process was also not streamlined like the one that NIO has made. NIO has created a 3min awap experience. They have created a great network of swap stations already in China and are currently building more. They have realized that sharing their patented Swapp process and battery technology will give them a great revenue stream through BasS! They are creating partners, and more importantly, giving people what they want with cheaper line of ONVO! I like what they are doing! Go NIO Go!!!
$Alphabet(GOOG)$Bought into this stock at $103, clearly happy with it. What I am interested to get from this group is others' long-term (2-5 year) predictions. I would like to add of course that there could be a market year that is not good as was the case in 2022. If in the next 3 years we get a poor market, then you just have to hold on and wait it out. I do not create taxable events by selling shares if the time horizon for the investment is long term. Long term is the best way to create wealth so keep this as a core position. You can short term trade some as well, if that is what you want to do.
$Coinbase Global, Inc.(COIN)$Coinbase disclosed during the Q4 call that it booked $320 million in transaction fees through Feb 13 The data online shows that was based on roughly $76 billion in trading volume The remainder of the quarter shows $177.6 billion in transactionsOf the fees are close to the same, this would then reflect approximately $747 million in additional revenue Combined with what was disclosed and the math forward, I calculate $1.067 billion in revenue from transaction fees alone from trading Subscription services last quarter totaled $375 million up 12% from the previous quarter. Modeling that again as several new products were launched and assets appreciated, we could see about $420 million or more. I’
$Direxion Daily FTSE China Bull 3X Shares(YINN)$ What is special about this week is that it is strong in after-hours trading. It hasn't been long since we recovered to the HK50/SMA200 line,,,It won't end in vain so easily, right? When I wake up in the morning and open my computer, I hope it's trading above 23.
$Netflix(NFLX)$Netflix is decision to Not report subscriber numbers is huge . The growth is done . We need to know how many subs they have because it helps us value it a little of course along with ARPU we can tell whats going on better . NFLX growth is over its not going to be a growth monster that it was this was netflix management basically telling us this. FWD PE IS 30 thats rich for a company not reporting SUBS should be MAX 20 FWD PE so NFLX has alot more to go down before it becomes a good long term opportunity .
$Alibaba(BABA)$“Those holding BABA anywhere from $90 to $200 feel what I am saying. Their mistake is to not have sold once the loss reaches their stop loss.”Hehe, I don’t have stop loss on any of my positions. They can go to zero and I still won’t sell, unless I change my mind regarding the company or the risk reward situation. If the fundamentals are still good, why sell at a lower price?
$Intel(INTC)$For as horrific as the TSLA sentiment was prior and the move up on these numbers (I played it via ARKK) - INTC management just needs to make the conference call on time and stock should run... It’s been a straight line down from $50 in the face of semis on fire… new add here for a move up. Mav
$NVIDIA Corp(NVDA)$As the late Great Charlie Monger aptly stated and is now appropriate to NVDA’s winners: “The world is not driven by greed; it's driven by envy. So the fact that everybody's five times better off than they used to be, they take that for granted. All they think about is somebody else having more now and it's not fair that he should have it and they don't.”
$SUPER MICRO COMPUTER INC(SMCI)$ Checked out what Cramer had to say about SMCI. He said the sudden decline and potential continued selling have more to do with the bond market and interest. Nothing specific to SMCI, this is clobbering all high multiple stocks. Added that if bond yields get back toward normal, SMCI could take off again.