KennethLong

    • KennethLongKennethLong
      ·8分钟前
      $Meta Platforms(META)$ just to help bears. Bearish, meta will go to 100 dollars soon, they are declaring bankruptcy, this company is worthless, I don't use Facebook lol. Hahahaha sorry bears all companies grow there is no stop. It already down $100 its time for recovery slowly.
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    • KennethLongKennethLong
      ·14:30
      $Taiwan Semiconductor Manufacturing(TSM)$ People wrote off TSM because of Apple’s poor iPhone sales but their earnings beat expectations and now TSM is looking pretty darn good. Cheers to those who didn’t sell during the drop, and the bears who bad-talked the stock where you at??? 🤔
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    • KennethLongKennethLong
      ·05-02
      $SUPER MICRO COMPUTER INC(SMCI)$ Margins have come into focus: What happens to margins here is critical, and net profit dropped, gross margins inched up a very small fraction but costs increased and capital spending increased a lot, so net margins are dropping from 7.92% to what next few quarters. 7-6%? Cash burn and huge inventory expansion right here is crazy with a risk off market!
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    • KennethLongKennethLong
      ·05-02
      $Direxion Daily FTSE China Bull 3X Shares(YINN)$ Last time I cheer leaded YINN, it tanked for a couple weeks 😑. Now, it's back to where I started, so yaaay break even!! 👍 - Like most folks, just flipping a coin here and hope a beaten down China market can at least fire-ball-dragon it's way outta it's economic corner it's been in for possibly too long now. 🔥 🐉
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    • KennethLongKennethLong
      ·05-01
      $Taiwan Semiconductor Manufacturing(TSM)$ TSM>  Meta to "accelerate infrastructure investments" for AI, raises Capex to $35bn-$40bn. Zuckerberg said Meta "should invest significantly more over the coming years" in AI.   hmmmm..  I wonder who’s building their custom AI chip for them?  Meta is going further down the road with their custom AI chip rollout for their major platform shift centered around AI.  Google, Microsoft, and Amazon are on similar paths.  Whether Nvidia or AMD chips are effected by this dynamic doesn’t matter because at the end of the day TSMC is building these high value custom AI chips for ALL of the above.  Qualcomm and Intel are also going to add more of a ca
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    • KennethLongKennethLong
      ·05-01
      $Tesla Motors(TSLA)$ Elon just fired the entire Tesla Supercharger division. Now the cluelessly desperate Tesla-bashing money-losing shorties are hoping & praying that Elon will now fire the Tesla EV, Tesla AI/Robotics and Tesla Energy divisions.Happy Cat GIF by Kitaro World
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    • KennethLongKennethLong
      ·04-27
      $Alibaba(BABA)$ Baba has traded in the $68 - $77 since December. Why is this time different and potentially above the $77 resistance is many china stocks JD, tencent, Hang Seng are at all time high YTD. I think it will stay around these levels until the earnings and them higher after that,Lana Del Rey Yes GIF
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    • KennethLongKennethLong
      ·04-27
      $Apple(AAPL)$ Big G successfully claimed 2T landmark and established it's allocation of 2T+ company. To reclaim 3T APPL has to cross $194 after earning. Sounds too far at this point but if we cross 177 just before earning and better than expected ER could easily give us 5-8% push and following week 194+ is very likely. I am hopeful and we will see how it goes.Kelly Clarkson Singing GIF by The Voice
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    • KennethLongKennethLong
      ·04-23
      $Intel(INTC)$ INTC going to pink sheets? $7b loss will use up cash in a hurry. 30% market share loss does not comeback so easily. New lithography equipment will take time and INTC does not have good track record for delivery on time and budget. In fact, Gunslinger has a track record of over promising and under delivering. IMO, company acts very much like a crown corporation.
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    • KennethLongKennethLong
      ·04-23
      $AMC Entertainment(AMC)$ moviegoers are not returning to theaters. Worldwide box office revenues only hit $7.4 billion in 2023, down from $11.9 billion in 2018. A slow start to 2023 (Barbie and Oppenheimer notwithstanding) means this year’s take might barely hit $10 billion. Instead, viewership has moved to streaming services and TV.
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