KevinKelly

    • KevinKellyKevinKelly
      ·11-30 19:35
      Lesser known Everspin comes with the MRAM ticker which is coincidentally also the name of its memory technology, used mostly for specialized applications, but should see more traction for AI.By comparison, computing memory giant Micron's DRAMs are widely used in consumer products seeing a slump in demand and high inventories.Technology breakthrough has overcome one of MRAM's limitations and Everspin should profit by monetizing its intellectual property assets as well as selling more products.In addition, Everspin exhibits better growth, gross margins, and cash flow metrics. Thus, it is a buy.On the cautionary side, this remains a volatile market, particularly for tech, and, investors should position themselves for the long term.
      2667
      Report
    • KevinKellyKevinKelly
      ·11-30 19:26
      Baidu's stock had an epic decline of 80% from its top in early 2021.However, the stock has underperformed due to negative news flow, the economic slowdown, and other transitory factors.Baidu remains a top internet company in China with significant growth prospects and substantial profitability potential.Moreover, Baidu's stock is dirt cheap right now at about nine times forward earnings estimates.As uncertainties fade and sentiment improves, Baidu's stock price should go significantly higher in future years.
      32717
      Report
    • KevinKellyKevinKelly
      ·11-29

      AMD: Rapid Datacenter Growth And Undervalued

      AMD (NASDAQ:AMD) is a leading chip designer which specializes in high-performance chips for PCs, Data Center Servers, Gaming (PlayStation and Xbox), and more.The company is poised to benefit from the secular growth acrossits main industries such as Gaming, Embedded, and of course Data Centers (Cloud). The global cloud computing market was valued at $405 billion in 2021 and isforecastedto grow at a rapid 19.9% compounded annual growth rate, reaching a value of over $1.7 trillion by 2029. Thus in this post, I'm going to break down the company's business model, financials and valuation, let's dive in.Growing FinancialsAMD generated solid financialresultsfor the third quarter of 2022. Revenue was $5.6 billion which increased by a rapid 29% year-over-year. The growth was driven by strong data center and embedded segment results. However, revenue did miss analyst expectations by $84 million, which was mainly due to a decrease in Client segment revenue which was driven by a weak PC market, at
      44319
      Report
      AMD: Rapid Datacenter Growth And Undervalued
    • KevinKellyKevinKelly
      ·11-29

      Now Is The Time To Buy NIO

      NIO's (NYSE:NIO) stock has been hit hard during this downturn. Negative China sentiment, a slowing economy, COVID lockdowns, and other transitory factors have contributed to NIO's share price drop. NIO's decline has been epic, as the stock is down by approximately 85% from its ATH.NIO 3-Year ChartNIO(StockCharts.com)Despite the recent indiscriminate selling, NIO may have bottomed, and its stock is a strong buy now. Bulls were out in force when the stock skyrocketed to the absurdly overbought $50-$70 range. However, now that the stock has returned to ten bucks, many are screaming to sell. On the contrary, I think now is the time to buy NIO's stock for the long term. The company has incredible revenue growth potential and excellent profitability prospects. NIO should continue increasing sales and improving profitability as the company moves forward, and its stock should appreciate considerably in the coming years.NIO - Then and NowThere is a massive difference between buying into NIO aro
      4.24K24
      Report
      Now Is The Time To Buy NIO
    • KevinKellyKevinKelly
      ·11-28

      Li Auto Has A Potential, But With A Lot Of Risks

      Shares in Li Auto (NASDAQ:LI) have fallen more than 45% in the last year. The company manufactures and sells electric vehicles. Li Auto is a fast-growing, founder-led business that I think has potential. But there are major risks investors need to consider.Fromthe current price, the company's stock has the potential to even multiply. Overall, I think the company offers high risk and also high reward.What Is Li Auto?The company was founded in 2015 by Xiang Li, who is the CEO and owns23.8%of the entire company. This is something that is good to see, as it is in his self-interest that the company will be successful in the long term. Its mission is: Create a Mobile Home, Create Happiness.Li Auto is a Chinese manufacturer of electric vehicles. The company designs, develops, and manufactures its cars. The company has higher gross margins than its Chinese competitors. Li Auto currently has four cars. Li One, which was introduced at the end of 2019, Li 7, Li 8, and Li L9. Deliveries for t
      1509
      Report
      Li Auto Has A Potential, But With A Lot Of Risks
    • KevinKellyKevinKelly
      ·11-28

      SoFi: No Cockroaches Here

      Over the last few weeks, SoFi Technologies(NASDAQ:SOFI) has been hit with attack after attack to the stock. The fintech faces limited impacts to the long-term business from the crypto business, loan losses and studentloan moratorium, yet the stock has hit all-time lows after reporting 51% growth in the last quarter.Myinvestment thesisremains ultra-Bullish on the business building a financial Super App while the market spreads irrational fear.Source: FinVizCrypto Is ImmaterialOnly a week after concerns surfaced regarding the proper accounting of loan losses were dismissed, Congress members sent adramatic letterto regulators regarding the crypto assets of SoFi. The company made it clear the regulatory risk is limited, yet the digital bank is accused of having a bunch of cockroaches.The group of Democratic Senators from the Senate banking committee made a request for the fintech to face extra scrutiny due to a major regulatory risk that isn't the case. The move is similar to how the
      86825
      Report
      SoFi: No Cockroaches Here
    • KevinKellyKevinKelly
      ·11-24

      Nvidia And Micron's Toilet Paper Hoarding Issue At Its Worst

      Thesis: chip glut and toilet paper hoardingBack in July 2022, this followingReuters reportcorrectly called out the beginning of a contracting phase for the chip industry. The report calls the current stage thetoilet paper hoarding moment for the chip business, for good ideas. Due to the chip shortage earlier in the year, companies started to hoard chips “just in case” they need them and cannot get them (just like people hoarding toilet paper when COVID first broke out). And quickly the shortage turns into a glut. The report also pointed out that such a glut has caught industry leaders such as NVIDIA (NASDAQ:NVDA) and Micron (NASDAQ:MU) by surprise - in a very way thetoilet paper hoarding surprised Procter & Gamble and Kimberly-Clark.Source: ReutersThe timing of the report is a bit too earlier (but trying to time the market is a fool’s errand anyway). As you can see from the chart above, at that time, the chip sales growth is still positive (around 18% YoY) even though the growth ha
      4619
      Report
      Nvidia And Micron's Toilet Paper Hoarding Issue At Its Worst
    • KevinKellyKevinKelly
      ·11-24

      Trading The GUSH-BOIL Linkage

      As a trader, unless you have access to some sophisticated algorithm that is able to concatenate data from several sources into meaningful information on which you base your decision, making money through leveraged ETFs can be quite difficult. Not only isoil price highly volatile, but often you do not get the timing right and, on other occasions, you may not have the patience to wait for your losses to accumulate and just end up closing at market price.Thus, through this thesis, I attempt to devise a trading strategy based on the linkage between the prices of crude oil and LNG (light natural gas), in order to trade the ProShares Ultra Bloomberg Natural Gas (NYSEARCA:BOIL) and the Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2x Shares ETF (NYSEARCA:GUSH), whosedetailsare shown below.Comparison of Key Metrics(www.seekingalpha.com)I start by exploring the linkage between the prices of the two commodities.The relationship between crude oil and LNGFirst, natural gas and crude o
      53529
      Report
      Trading The GUSH-BOIL Linkage
    • KevinKellyKevinKelly
      ·11-23
      With FTX filing bankruptcy and GameStop issuing a statement that they will be cutting ties with FTX, this hopeful partnership has imploded.GameStop continues to burn cash, as it's had 1 profitable quarter in the past two and a half years.GameStop will continue to see its total equity, cash per share, and tangible book value decline if they don't figure out a way to return to profitability.
      44426
      Report
    • KevinKellyKevinKelly
      ·11-23
      Baidu is a buy before Q3 earnings report. The -35.63% YTD performance has made Baidu undervalued against its search engine peers.My fearless forecast is that BIDU will beat the FQ3 2022 estimate of $2.20 and revenue estimate of $4.42 billion.If you are a trader, you'd better go long on BIDU before its November 22 Q3 ER report. Candlestick, RSI, and stochastic indicators are bullish for BIDU.Aside from its dominant search engine business, Baidu is at the forefront of Artificial Intelligence.Baidu has a strong tailwind from the 39.4% CAGR of the $422.37 billion global artificial intelligence market.
      78935
      Report
       
       
       
       

      Most Discussed

       
       
       
       
       

      Company: TTMF Limited. Tech supported by Xiangshang Yixin.

      Email:uservice@ttm.financial