KevinKelly

    • KevinKellyKevinKelly
      ·03-27 09:19
      $Alphabet(GOOG)$ This could be massive if Google can successfully expand Waymo then license to other companies. The latter being much higher opportunity. The TAM is very very large. I see Waymo as a pilot project for licensing to Uber, taxi companies, trucking, etc.
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    • KevinKellyKevinKelly
      ·03-27 09:17
      $SUPER MICRO COMPUTER INC(SMCI)$ Anybody shorting or bearish here is either an idiot meaning below the required iq to even be here or mentally retarded or both. In most cases it’s both. There was a study or bearish people and apparently they are for the most part failures. Some are even pedo.
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    • KevinKellyKevinKelly
      ·03-27 08:57
      $Alphabet(GOOG)$ The draconian measures by the EU really only assert one thing and confirm one thing: sheer dominance of digital markets.This is nothing new. Just reinforces the thesis that with 50% of all my cash in GOOG, I am invested well.Another is their growing ROIC along with their growing Capital base.Set it and forget it.
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    • KevinKellyKevinKelly
      ·03-27 08:44
      $NVIDIA Corp(NVDA)$ Nvidia is benefiting from an arms race among companies rushing to boost computing power to run AI workloads. The chipmaker’s revenue doubled in its last fiscal year and is projected to rise an additional 81% this year. Nvidia has done a fabulous job establishing a moat, especially with its software business. this is just the first wave of buying for AI chips and that the next spending surge will come from other industries such as drug makers, shipbuilders and carmakers, as well as governments.
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    • KevinKellyKevinKelly
      ·03-25
      $XPeng Inc.(XPEV)$ Xpeng is doing well with its 2024 G9 SUV in europe. It is currently in four relatively small markets only (Norway 2% market share; Netherlands 0.7%; Sweden 0.8%; and Denmark 2.4%); but plans to expand to Germany and other european countries this year.load zones
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    • KevinKellyKevinKelly
      ·03-25
      $XPeng Inc.(XPEV)$ the latest results, the most recent consensus for XPeng from 34 analysts is for revenues of CN¥49.9b in 2024. If met, it would imply a substantial 63% increase on its revenue over the past 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 23% to CN¥8.49
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    • KevinKellyKevinKelly
      ·03-25
      $SUPER MICRO COMPUTER INC(SMCI)$ I bought SMCI in Nov. '22 at around $86 a share (based on a recommendation on SA). Even though they have been around for a long time, I had never heard of them. So there Q4 earnings report for 22 comes out and they don't meet expectations and stock drops down near 68. I figured I picked another dud that I just didn't know enough about so when it got back to around 86 I sold. To put it mildly, that was one dumba** move on my part.
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    • KevinKellyKevinKelly
      ·03-25
      $Microsoft(MSFT)$ MSFT is 6% of my aggregate portfolio, my largest position. I may buy a bit more but at lower price levels.What the good people forget is that every now and then this stock goes through hefty corrections when it becomes a fine long term pick.
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    • KevinKellyKevinKelly
      ·03-22
      $Alibaba(BABA)$ except their stunted growth new management and top workers leaving this relic of a company and moving to better companies who are more innovative. You guys love these dead in the water companies thinking you are getting a discount when competitors are eating away at all the growth they once had. Also Charlie Mungers said it was a mistake and its just a retailer and he moved into tencent before he passed away and was moving away from baba. You guys enjoy losing money rest of the year cause I don't see them having any good quarters this year and they are basically deer in headlights right now. Buying back shares and raising yield isn't going to win over investors like a good plan to re grow the business. Rig
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    • KevinKellyKevinKelly
      ·03-22
      $Digital World Acquisition Corp(DWAC)$ The SPAC has been a constant series of Head Fakes, especially since January.Here is my MEME theory as it relates to DJT (assuming merger passes)1. While there is a sucker born every minute:Many lessons were learned by people chasing GME, AMC and BBBY to name a few.2. Everyone knows DJT (the person) needs money.3. Everyone knows there is a date in late September where Restricted Stock can become Free Trading. The post about it on Reddit.4. Unlike other MEME stocks mentioned above, the short position in DWAC is small (~3 million shares)So I think DWAC> DJT Memer's are more like the Day Traders of the early 2000's when the internet brought commissions down to almost nothing.So, anyway...that's what I think.
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