To The Moon

SUMMARYThe travel sector, particularly airlines and hotels, is showing resilience despite the macro recession, with record demand and high occupancy rates.Booking Holdings, the conglomerate behind Booking.com, Priceline.com, Agoda, and others, has seen its shares increase by around 30% this year, but is still undervalued at a ~16x FY24 P/E.Booking's Q1 revenue grew 40% year-on-year to $3.78 billion, setting records in room nights sold and gross bookings dollars.Buoyed by high gross margins, Booking's revenue strength should translate into substantial profitability growth during the key summer travel quarters.All around us, we see and hear the evidence of a macro recession, but there is one sector that has remained substantially more resilient than the rest of the market: travel. Heading in

It was nice to see the double bottom in May and a series of higher highs and higher lows since. There is certainly a lot of potential here as the world moves to generative AI, Big 3D data, 3D live entertainment, 3D videos (Apple is going to make that a lot better), 3D gaming and 3D exploration of the metaverse and beyond. It looks like we're at just the beginning of a hypergrowth cycle as Meta releases new products later this year, Apple releases their Spatial (Mac-style) Computer early next year and Valve is rumored to be working on a Spatial (PC-style) Computer (code named the Deckard). If Valve is successful and creates a Spatial Computer that runs Steam OS that will be big news for the gaming community and could be much bigger for Unity than Apple, Meta and Sony combined. We are defini

when will you realize this is just a trading chew toy for hedge funds? thats it. moves on what? they try and pump stocks with chatter, How did that bed bath trade wind up? this will revert back to the 11-12 area maybe lower. Only thing that may have changed was some shares dumped on you shuckers at 10. wait the tank is coming, poor earnings on tap again and no revenue growth. have a great day enjoy losses. $Beyond Meat, Inc.(BYND)$

China concept stocks are still the most promising investment sector at presentThe main positive news over the weekend was in the Chinese concept stocks, so today the Chinese concept stocks opened high, with sector gains exceeding 2%. At one point, the Hang Seng Technology Index rose more than 3%. However, excessive high opening can easily lead to a low move, so today's low move does not mean that the market is over, after all, this expectation is relatively good. Perhaps tomorrow's high move?We still need to firmly adhere to a few expectations of the Chinese concept stock:First, the risk of China Concept Stock has been released in the past two years, and the punishment of Ant Group means that the risk has been fully implemented, so China Concept Stock will be driven by the industry's own p

Slow drip downward then explosive gains. Typical SNOW behavior! I’m loaded up as of Friday. 3k shares at 171.00 Snowflake stock is trading within one standard deviation of its 50-day moving average. The equity has seen seven similar signals in the past three years, and was positive one month later 86% of the time, averaging a 7.9% gain. A comparable move would place SNOW back above $185.Will not sell till 230.00 $Snowflake(SNOW)$

MF seems to only get half the story right with CCL. Whenever they talk about debt they don't mention that a huge part of that debt was from new ships and renovation of some existing ships. Which was a brilliant gamble which allows them to capture more rev meeting the higher than expected demand. They think CCL needs to buyore ships, wrong they don't need to. Now we also know that 80% of their debt has fixed interest rate, which is also good news. $Carnival(CCL)$

Not so tough, this fall Meta is releasing their first new consumer grade headset in three years. This is the one most Meta customers have been waiting to upgrade to. As new ones come into the market old ones will most likely be given away to friends, family and new customers on eBay. It’s a typical upgrade cycle and Unity is caught in the middle… Supporting most applications that will run on the Quest 3 and partnering with Apple to support old and new applications that will run on their Spatial Computers. Thanks to Apple the era of big 3D data and business applications is upon us, yet Meta and many others are prepared to support 3D movies, concerts, live entertainment, comedy, movies and experiences. Most of supported by Unity because they’re the picks and shovels supplier. It’s nice to be

Preaching to the choir on this one...with swings like this it's easy to make some side money...you don't ever get the bottom, and you never get the top but with 10% swings you don't have to. Tye, to take this one step further, I build ladders with my swings, buying more and more as the price drops...then ladder your sell orders. $SoFi Technologies Inc.(SOFI)$

The past few months everybody has heard about the company chatgtp. when will they go public and what will the valuation be? Wall Street experts are saying it’ll be worth twenty billion, fifty billion dollars there’s some that are saying it’ll be worth a hundred billion dollars from valuation standpoint. If you’re reading this you more than likely own stock in SoundHound but how many of you use their far superior chat AI app? That’s right our little company has the ability for everyone to use their technology on your cell phone on your tablet right now. It is vastly superior in every way to anything that is being utilized in the chat sector at this point and for the foreseeable future. Isn’t it amazing that chatGTP has these so-called experts valuing it $50 billion to 100 billion, yet Sound

Buy or sell? Depends entirely on your guiding philosophy. Are you an investor with a 5 year horizon, or a Whiz Day Trader betting on daily gyrations. My greatest regret was buying Regeneration (REGN0 at $25 and selling most of it at $100. Last i looked it was around $700.. yes, a nice profit but a very Expensive lesson… $SoundHound AI Inc(SOUN)$