To The Moon

SummaryAdvanced Micro Devices called its AI aspirations "engagements" on its earnings call, but engagements don't bring in revenue.Engagements are merely proof-of-concepts and may not lead to sales.Nvidia Corporation continues to bring in revenue invoices with its complete H100 AI package in hardware and software.Until AMD gets through its "long journey" in software, Nvidia's products should remain on top, especially with Hopper-Next releasing while AMD just begins ramping MI300.AI,Circuit boardAndyThere's a pretty intense debate around Advanced Micro Devices, Inc.'s (NASDAQ:AMD $A

$Walt Disney(DIS)$ Disney's problem isn't financial, that is the symptom. The problem is that they are in no-man's-land with respect to their customers. I would love to hear someone at Disney tell me what their brand means. 10 seconds, 30 seconds, a few words -- what is the Disney connection to the customer?I think they've fallen into the trap of trying to be all things to all people, and the result is that they are nothing. Boomer customers see them getting away from "family friendly" and "traditional", and have no interest in following Disney to a new place. Young people have no connection to Disney; it's just another stream of entertainment like social media or YouTube... except Disney still operates in the 3 to 5 years to make a sequel mode whe

SummaryWe remain sell-rated on Intel; we think cloud customers' wallet-share shift to A.I. acceleration rather than compute will present significant challenges to its data center business in 2024.We now believe the stock has priced in PC Client recovery, moderating share loss to AMD and on-track execution of its process roadmap of 5 nodes in 4 years.We believe the current macro uncertainty will continue to weigh on consumer and enterprise spend.While we believe INTC can become a competitive foundry in the advanced process, material revenues may take longer to realize as the foundry industry remains in over-capacity mode.We recommend investors explore exit points as we believe the risk-reward profile for the stock has now become less favorable.Telecommunication Chip Processing In IsraelDavi

One can find photos of pitiful Tesla $Tesla Motors(TSLA)$ owners attempting to string extension cords from second story motel room windows. I agree that the necessity of being tethered on long trips is not a plus for EV's. One has only to stage and observe side by side experiences of a gas car and EV traveling long distance, especially for a Colorado ski trip in winter. Overnight the ICE driver has only to shut the car off, register and sleep. The next morning the cars fuel will be exactly the same as when shutdown. That will never be the case with an unplugged EV especially in winter. More and more studies are showing how EV range is drastically over reported. A current lawsuit against Tesla showed computer algorithims greatly over stated actual

SummaryLucid faces significant risks, including weak production numbers, high cash burn, and a lack of brand recognition in the premium car market.Despite these risks, the company's strong backing from Saudi Arabia, which is investing heavily in post-oil economic success, could provide Lucid the time it needs to solve its problems.With sufficient funding, many of Lucid's current problems, including production and liquidity issues, could potentially be resolved over time.Overall, Lucid is risky, but Saudi Arabia's political interest will likely keep it in the market for the time being.Lucid Air Electric CarhapabapaLucid Group (NASDAQ:LCID $Lucid Group Inc(LCID)$ ) is full of risks. In times of uncertain macroeconomic conditions and a high-interest

I think we have to look into the reason for slower Growth after fsly lost tiktok to oracle . Does it still have shopify on their hand , Amazon $Amazon.com(AMZN)$ ? Their temporary broke down 3 years ago hurt their consumers a lot . Typical loss of market share by back operation .Fsly $Fastly, Inc.(FSLY)$ income is on usage base , net on subscription base , the quality of income do deflate their valuation . How about their cyber security branch .This was a typical ceo wrong guidance compsny , at one time they have buyer at over 100 $ per share . I was told they have the best architecture of Cdn .Cdn means internet traffic. Next year is election year , I hope it helps for their Cdn coverage on media includi

SummaryAlibaba reported a 2.5% year-on-year revenue decline in the quarter ending June 2022.The company will face easier comps in the next few quarters, which should allow it to deliver better-than-expected revenue growth.Alibaba is also facing easier regulatory and macroeconomic environment that can improve its growth trajectory.The revenue share of international commerce is close to double-digit and could increase to 25% by 2030, allowing diversification for the company.The stock is still quite cheap at less than 12 times the forward PE, which makes it a good buy in this expensive market.Alibaba headquartermaybefalse/iStock Unreleased via Getty ImagesAlibaba (NYSE:BABA $Alibaba(BABA)$ ) is trading at close to its lowest PS ratio which shows that

SummaryAlibaba's stock appears to be lost amidst heightened geopolitical tensions.The company is executing on cost optimization initiatives and the results are showing through strong growth in adjusted EBITDA.The company maintains a strong balance sheet with $58 billion of net cash plus a sizable equity portfolio.Management continues to make progress towards its planned spin-offs of various business segments.The catalysts are already in motion for a big upside - but will you notice?CeBIT 2015 Technology Trade FairSean GallupThe bearish thesis against Alibaba (NYSE:BABA $Alibaba(BABA)$ ) is well known at this point, centering around the regulatory risk in the event of rising US-China tensions. But the market seems to be ignoring the clear signals b

SummarySoFi Technologies has executed at a high level since coming to the public market.The digital bank has seen significant growth, with membership rising from 2.2 million to 5.6 million, and a surge in net interest income, benefiting from the Federal Funds Rate increase.SoFi's student loan business, hit during the pandemic, is expected to rebound following the Supreme Court's decision to resume student loan payments, offering a potential $200 billion opportunity.Are you serious?LaylaBird/E+ via Getty ImagesDigital banking company SoFi Technologies (NASDAQ:SOFI $SoFi Technologies Inc.(SOFI)$ ) reports earnings in approximately one week, and I suspect it could set off a new wave of positive market sentiment toward the company.I wrote my original

SummaryThe Federal Reserve is expected to make its final interest rate hike of the year on July 26. The expected 25 basis point hike is already reflected in the markets in my view.The chances of a recession are lower than previously predicted, with Goldman Sachs among the most optimistic Wall Street firms.The market's future performance is likely to be influenced more by earnings and AI validation and adoption, than broader macro factors, unless there is a significant increase in inflation.At current levels, the S&P 500 is slightly overpriced and likely to move sideways in the next twelve months.percentage to UP and Down arrow symbol icon. Interest rate, stocks, financial, ranking, mortgage rates and Cut loss conceptCooling inflation and the final hikeThe FOMC meets Tuesday and Wednesd