$Palantir Technologies Inc.(PLTR)$ Earnings will be fine, people. The entire commercial business has recurring revenue and the total customer count will continue to grow. In other words, the commercial business will continue to snowball. Overvalued? Not for a growth stock. After the earnings announcement, the P/E will jump back to, or below, where it was after last earnings, around 120-150.
$NIO Inc.(NIO)$$Tesla Motors(TSLA)$ Manipulation, to many big funds missed the boat on the first rally. Now plan is to keep the price low to aquire cheap shares and get more retail to sell. Make it seem like a bad investment before the rally.Nio like TSLA will be a long winner, similar to all the world’s top tech stocks.
$Meta Platforms, Inc.(META)$ Zuck kept the top end of his cap-ex guide last time, but raised thebottom end. If he sticks to those numbers we're going higher.If he can convince analysts that he's seeing return on investment (ROI),then, regardless of the spend, we're flying higher. Should be a very strong report.
$NVIDIA Corp(NVDA)$$Advanced Micro Devices(AMD)$Well after the earnings call it’s clear, the fundamentals are all good with the company and growth is there and because there’s no outstanding guidance raise the stock gets beaten down. One thing Lisa needs to work on is how do you get the audience excited about the future!!!!! What will be sad to see is Nvidia holding a higher price in the coming weeks after a recent split 🙈
$Advanced Micro Devices(AMD)$ I've been very bullish for last right years and was hoping it wouldn't shoot up. Looking to get one more big tranche before next year's run. Picked up 850 at 138.00 but kicking myself for not buying more. Looks like I still have a shot.
$NIO Inc.(NIO)$ $15 after the earnings report is a strong possibility in November. The car unit sales are going to be way over forecasted numbers. The revenue number will beat, but with the profit margin smaller on the Mona sales, the ratio of cars sold to profit/loss per share may not be as high, but will beat estimates. Profitable by end of 2025 is very possible. Would love to see a plant or two go up in Europe. Happy long term here, and still believe a market cap of $50+B can be made in the next 12-18 months.
$Palantir Technologies Inc.(PLTR)$ Too high for what, the current EPS/PE? I see the short and long term impact that PLTR is going to have on the world. They dominate the AI software market. They are years ahead of competition. This is why shares are being bought up and the price has risen. It's all a bet that PLTR will be the superstar of AI software. Place your bets now. $45 will be a small fraction of the PLTR share price a few years from now.
$NIO Inc.(NIO)$ Shorts calling swap stations obsolete must be expecting compatible fast chargers to be set up? And who is paying for them? 😂Nio already has the infrastructure down. Which is more environmentally friendly. Faster. Better for battery health in long run.Dream on on covering at single digits when institutions realize this.
$ARM Holdings Ltd(ARM)$$Qualcomm(QCOM)$ I don't understand the terminology or what's going on between ARM and Qualcomm but I do understand investing and if I was going to make a move today, I'd be a buyer rather than a seller. These things always resolve themselves and the stocks usually move back to where they were before the fracas started. I would look at this as a Buying opportunity.
$Tesla Motors(TSLA)$ Congrats to all the longs who have been in Tesla and the new share holders who are planning to stay in the stock long term, $300 will come at some point, but its going to be hard, after that $400 is around the corner.Congrats to the shorts too! LOLHave a great weekend!