To The Moon

Interesting that automation may experience a surge in demand as EV industries will require them to scale. This may be similar to ‘selling the hatchet’ (Tools, systems or building machines) instead of selling the actual gold (EVs). Also likely to see automation becoming more mainstream in developed countries with aging populations.Worthwhile to consider a small position here ?

PLTR is a young hidden dragon ?Buy in close to the 20s range and hold for a longlong time. ?

The true hidden dragon ? 

To me, PLTR is like a sleeping dragon. It’s hard to comprehend its potential as a data integration software company since it’s not a regular company that is easy to understand. It’s like your personal Jarvis (the AI) in Iron Man who handles, optimise and provides immediate guidance for companies and the government. Once you have such a powerful system, it’s hard to stop using it. This lies the true potential of PLTR.In the next many years, data is the next oil. Whoever integrates, understands and optimised data will be the true winner. It’s a long long play ?

When looking at the Tesla in China, it’s always important to consider both local purchases and exports as well. There’s also a trend for sales in China to start slow at the beginning of each quarter. It may also be likely due to an emphasis in exports for better profitability.Always look at the bigger picture when it comes to TSLA ? It’s a long play after all.

Notice the actual numbers if you consider exports as well. It is important to consider that they might have prioritise exports as it might have better profitability. It is also a trend for car numbers sold in China to start off slow the start of every quarter.8,621 MIC Tesla cars sold in China (down 22% year-over-year)24,347 cars exported (new record)This news seem like FUD, so be aware. Remember TSLA is a long play ?

Unity and Skillz are somewhat different companies in general. Skillz focus on e-competition, app game development and immediate competitive play. Unity is more of 3D/2D/AR/VR game development or modelling software. Skillz is emphasised on a ‘gamers’ perspective while Unity is ‘development’ perspective. So take note when comparingboth companies. Personally I prefer Unity as it can enter different markets (Rendering, Simulation, AI, game development, workplace AR solutions).

Just remember that ARK is an ETF, Cathy as a fund manager, it is normal for her to optimise her portfolio from time to time. In any case, TSLA will still be the front of her ARK holdings. So there is nothing to be alarmed about ?

Always a big fan of Starbucks stock, missed the chance to buy in when the pandemic first arrived.Personally, Starbucks main power comes with their branding, self-advertisement and attractive merchandise. Although most people get Starbucks for the premium feel (which of course is only enjoyed dining in person).But food delivery is becoming a norm for the next few years, so there is no worry that there is no demand for coffee. On the other hand, coffee beans itself might become more expensive in the years to come as climate change affects us. They have to continuously have creative tastes and merchandise to stay competitive while finding innovative ways to be sustainable.

Chip shortages will definitely be affecting all techrelated industries in the long run. Although there might be delay in the supply, it is important to consider the positive demand and overflowing order list for TSLA cars. Should the manufacturing processes improve in the long run, the cost of vehicles will automatically come down. As always, TSLA is a long play ?