kookieman

Regularly reviews US stock investment portfolio performance.

    • kookiemankookieman
      ·2023-07-17
      This has always been a long term investment yet it has just enough warts for short term traders to have fun making short term bets. Time is running out for many who shorted low; unless they’re dollar cost averaging and playing the waves. This is going through a series of higher highs and higher lows so a nimble investor might be able to take advantage of that. Personally, I looking forward to the next couple of years, but I’m also hoping we’ll see the mother of all short squeezes as we come out of earnings on August 2nd. $Unity Software Inc.(U)$
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    • kookiemankookieman
      ·2023-07-13
      I am not only holding but adding, this stock is priced as if it was going out of business next month, Like the CEO stated, he’ll just keep working hard day and night to get this company through these first stages in production. Most companies pay billions to get a factory to produce EV’s ; just under 1/2 that price MULN is there. The bears are taking advantage these necessary steps by pushing the dooms day scenario and as always it kind of works for them on start up. They go through production issues and glitches. Especially one that is spending less than half of what everyone else does just to get anywhere close to where MULN is at this stage. I am buying 2 yr out .5 call options. For pennies you can get in on a stock that should soon breakout out its dilemma., I am in this journey with y
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    • kookiemankookieman
      ·2023-07-12
      Bank of America's recent rise in stock value can be attributed solely to JPM's upgrade. JPMorgan Chase is fortunate to have exceptional leaders who have successfully avoided corruption scandals and demonstrated a clear understanding of the Fed Stress Test results. Unlike Bank of America, JPMorgan Chase promptly provides dividends and buybacks in a timely manner, just like other banks in the industry. It is disheartening to witness Bank of America's stock continue to plummet by 50% while its CEO receives a hefty compensation of 36 million dollars. Shareholders suffer the consequences of this poor performance, and it is imperative that action be taken to remove the lackluster CEO and bring Bank of America in line with the performance of banks like JPMorgan Chase, Wells Fargo, and Citigroup.
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    • kookiemankookieman
      ·2023-07-10
      My point of view why NVDA SP is so inflated.Intel during PC boom had CPUs and other peripheral chips in every single PC, during the shift to laptop it was almost a monopoly before other companies got caught up after a decade or more, the addressable market for these product was exponentially large compared to NVDA use case, they were making truck loads in profits, because most of them in the world had one or more, yet intel was never beyond 300 billion in MC, the came the smart phone revolution which was much much bigger than anything this world has ever see in terms of mass adoption, intel could not make any viable impact, but Qualcomm and others very agile to put their processors in almost all of the billions of smart phones sold across the world and yet Qualcomm MC was only a fraction c
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    • kookiemankookieman
      ·2023-07-07
      Although I haven't read this book and don't know much about their boss, boss direct recruitment is indeed the best recruitment software in recent years. Internet companies, regardless of size, many employees' recruitment and job hunting are based on it, and it is the best software application. I don't know if the future is better. $Kanzhun Limited(BZ)$
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    • kookiemankookieman
      ·2023-07-06
      A merger between a fast-growing AI stock,and stock that has had a 5-year growth of 10% (which means negative growth in real terms) will do MSFT no good whatsoever.If I was adding shares here,I would wait until the decision is in(next week,at the earliest) and you might get in at $320/share. You have no business advising anyone of anything,since you don't know the difference between revenue and profit. $Microsoft(MSFT)$
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    • kookiemankookieman
      ·2023-07-03
      There is a great video on YouTube where a guy goes into stores and shows you how Disney merchandise cannot sell. That is what leftism does to a company. That and Biden economics combined. First, the products are awful and then the price is even more awful. Yeah that is motivation for the consumer. $Walt Disney(DIS)$
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    • kookiemankookieman
      ·2023-06-29
      We have all seen AMC go from $70, $60, $50, $40, $30, $20, $10, and sub $5. We are now on the march to zero and bankruptcy! And yet, the desperate meme kids continue to lure unsuspecting clueless investors to “load up” at these levels. NEWS FLASH: these same meme kids have been shouting the same advice since we were at $70. Wake up! $AMC Entertainment(AMC)$
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    • kookiemankookieman
      ·2023-06-28
      institutional investors are piling on.. company CFO raised year end earnings of 500 millon yr over year.. SOUN in talks with a un named auto manufacturer and restaurant chain that would push revenues over 2 billon.. SOUN is not on the side of AI that will take over the world.. there bisness is just speech and recognizing speech in all languages.. A world wide need in what they have to sale.. as long as there patents are under the protection of those patents then they will continue to grow... stock has been pushed down because of the AI regulation scare.. but the sale off is unwarranted and investors will soon find this out in the stock price going forward.. $SoundHound AI Inc(SOUN)$
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    • kookiemankookieman
      ·2023-06-27
      UPST has lots of potential. Only issue is they rely primarily on just two customers. One or both leave then UPST will drop to the single digits. If a large bank joins them, like a Bank of America, the stock goes to the triple digits and beyond. Large banks are more apt to develop their own AI programs though. Good luck longs!!! $Upstart Holdings, Inc.(UPST)$
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