$ASML Holding NV(ASML)$ Ganlin is right stating ,"stay away from semi stocks." Washington forced the E.U. into recession, If you keep up on the news like I do, you would know that. They will freeze this winter, as the E.U. guys did what they are told, shut off the gas. LNG can't supply Europe the amount of gas they use.Russian gas is going east. Guidance does not mean much when Washington starts causing problems.
$AMC Entertainment(AMC)$$AMC Entertainment Preferred(APE)$ debt solved: AMC should offer bonds to current shareholders only, 4.5 million shareholders with an average $1,000 clears the debt (some would buy more some would buy less...but average $1,000), set low interest rate and push maturity out to 10 years....we make money on the bonds and AMC/APE shoots the moon....AMC wins, shareholders win, Hedgies go bankrupt...everyone winsHappy Thanksgiving
$Meta Platforms, Inc.(META)$’s sojourn over the last few months has been one with many ups and downs across all sectors. At the helm of affairs is none other than its famous founder Mark Zuckerberg. However, rumors have been making the rounds over the future of the Meta boss as pressure continues to mount on him from all angles. According to leaked details of ongoings inside Meta, the CEO of the company Mark Zuckerberg is set to bid the company goodbye in 2023.Mark Zuckerberg made the decision to quitAccording to the information supplied by the anonymous source, the decision is one that Zuckerberg himself has chosen to take at this period. The source also claims that the metaverse project presently being worked on by the company will remain unaffected. This decision was made even though the billion-dollar project caused the company to lose a portion of its revenue at the start of the year.
$Walt Disney(DIS)$ Disney will not do anything with ESPN other than add a gambling component to it. Whether an acquisition or their own. Disney will also not do anything with Hulu until the Comcast contract expires Bob will fix the redy creek issue and public relations issues while pooling candidates for the new ceoThere is not much he can do on the streaming service in two years
$SPY(SPY)$ playing options is so awful now if you’re a small account. The only people making money here are MM’s and people with deep pockets selling cash covered calls and cash secured puts.Lost 27% on puts on a 45 minute play through chop with a $0.20 price net move up.
$Roblox Corporation(RBLX)$ I perceived this as a $40-$45 stock. As far as prospect, this is still an exceptionally strong platform. There is a shift happening in the user base. It used to be all about kids. Now it's all about Roblox Studios and coding. Half the users are kids still, but half are adults now. The next generation of [Meta] coders will almost all likely have some experience with Roblox as a learning tool platform. They'll pay in nickels and dimes along the way, while this newer transition to adult basement dwellers will pay in five and ten spots. Think of this like we did about Netscape/Navigator in the 90's, and early 00's. We still have HTML, and Mozilla. And you don't have to know HTML to write it. Roblox is the Mozilla of coding, in the 2020's.
$Upstart Holdings, Inc.(UPST)$ signing Honda moves them into Auto loans in a big way. Even if their current customers are funding fewer loans with the clients they are adding it won't a difference. The increase in loans from the new customers will make up for the pull back from the current customers. The auto loan market addition is great because people will continue to buy autos even at higher interest rates and when credit stablizes this stock will really explode.
I am long $Alibaba(BABA)$ now. I have been short this stock for several months. I now intend to ride it into recovery. I am convinced that this sell off was largely based on sentiment and once the investors see the results for the coming earnings they will forget all the reasons they sold the stock to begin with. Its a very simple investment thesis and short thesis to be honest. Market efficiency is dead.
$Intel(INTC)$ should be considered a growth company due to opening of several new fabsand new leading edge products over the next 5+ years. The previous PE ratio of 16on actual earnings on the high end should be surpassed eventually. Plus hasn't the P/E been more like 6 for a while now
I asked an A.I about what stock to invest into... it's answer was; "Li, we said we would keep our portfolios private." I wondered what Ll was, after looking it up, I see its $Li Auto(LI)$. Going to keep eyes on this... It gives me a 1.71% up today...pretty good one.