blinky

Shares insights about US stocks with colleagues during lunch.

    • blinkyblinky
      ·08-13
      $Meta Platforms, Inc.(META)$ If you don't understand you better be ready cuz someone tax money will be used to pay for the fake pump and dump. How long Manipulators before the bubble bust? You are out of time already all your fake money can't help. There is no production and employment. This is a political stock why would I buy something that is heavily manipulated. This is my own opinion. Do your due diligence.
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    • blinkyblinky
      ·08-13
      $Barrick Gold Corp(GOLD)$ Gold is close to an all time high and no possible chance of a bad earnings report over the next few months. When it is on an uptrend do not sell too quickly.Only thing that can cause Gold to drop is if the inflation figures on Wednesday and jobs report on thursday points to a recession or the chance of not cutting interest rates by 25 basis points in September.
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    • blinkyblinky
      ·08-12
      $Coinbase Global, Inc.(COIN)$ Told you all the halving doesn't matter that this stock will continue moving down along with bitcoin. Been fun shorting this and dkng. When less then 3% is owned by insiders and they continue to put more shares on the market it just goes to show they know their business model is not working. Good strategy though get investors to invest as they continue to sell massive amount of shares and want that usd. Then they can buy big mansion with money like Brian Armstrong did.
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    • blinkyblinky
      ·08-12
      $Lumen Technologies(LUMN)$ A Deloitte Consulting analysis estimates that the United States requires an investment of $130–$150 billion in fiber infrastructure over the next five to seven years to adequately support broadband competition, rural coverage, and wireless densification. This massive investment will likely need to come from a variety of sources, including communications service providers, financial investors, and public/private partnerships.
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    • blinkyblinky
      ·08-12
      $Advanced Micro Devices(AMD)$ TSMC $Taiwan Semiconductor Manufacturing(TSM)$ reports high AI sales to AMD and Nvidia $NVIDIA Corp(NVDA)$ that Iaccounts for the surge. TSMC’s 44.7% year-over-year sales surge, marking its second-highest sales gain in the past 20 months, aligned with our expectations for robust 3Q performance. This surge could indicate sustained, strong AI chip demand and significant 3-nanometer production orders from AMD. TSMC is well positioned to beat the top end of its $23.2 billion 3Q sales guidance.
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    • blinkyblinky
      ·08-09
      $Unity Software Inc.(U)$ wow!I have tried the Vision Pro. That is the future for gaming. Whatever people say, unity is on board with apple. The stock won't go to 200 due dilution, but 40 to 60 could be possible within 3-5 years.
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    • blinkyblinky
      ·08-09
      $Occidental(OXY)$ OXY doesn't need to sell anything. They can hold on to all the properties and easily pay off all the debt in 4 to 5 years at current net income! We all know the the next several quarters income will be higher!Then why sell anything?? LOL! OXY is a money printing machine!
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    • blinkyblinky
      ·08-09
      $Novavax(NVAX)$ CEO JJ announced yesterday he has 2 new vaccines to sell to partners within a few months.Covid plus Flu. Best in classFlu stand alone. Best in class.I expect fierce competition on these 2 vaccines. Many companies would like to add it to their arsenal but who will win?Sanofi will pay any price to keep its position as the world leader.Pfizer, Merck are loaded with cash to spend.I expect huge deals. $2-3B for the combined vaccine and $1B for the flu.Total $3-4B in 2025. Plus 20% royalties on sales for 20 years.I think JJ already provided enough evidence he is a top notch and can close the deals.Loading Novavax now at $11 per share can be a wise step.
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    • blinkyblinky
      ·08-08
      $Microsoft(MSFT)$ I bought my first MSFT shares more than 10 years ago, and I've learnt that 10-30% dips really are nothing I get worked up about (these dips have been buying opportunities). Instead, look at the company's position in the market (Strong), its growth prospects (Significant), and its management (Superb) - and sit on your shares for the next couple of years at least while MSFT grows its intelligent cloud business at ~20% per annum. Reassess your position only if one of the "S" points above change.
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    • blinkyblinky
      ·08-08
      $Shopify(SHOP)$ Excellent results reported today including an upgraded outlook. Numbers were actually amazing and exceeded the so called overly optimistic outlooks recently provided by a number of analysts. Unless the market tanks tomorrow, which I doubt, SHOP shares will move back over $90 Cdn tomorrow and could move towards the mid $90's. SHOP is knocking it out of the park. Results prove they are a top notch technology company which is truely ahead of the game.
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