VivienWilcox

    • VivienWilcoxVivienWilcox
      ·05-13 19:26
      $Novavax(NVAX)$ Not saying anything now about stock price as too many variables are in play but VRBPAC is not looking very favorable for Novavax. But I don't want to be a gaslighter like the evil pumpers were during the drop. I'll still admit that Novavax is in a better place right now than a week ago before Sanofi's entry.
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    • VivienWilcoxVivienWilcox
      ·05-13 19:18
      $Palantir Technologies Inc.(PLTR)$ PLTR Protector of the West. Who's worried? Raise your hand. Peter can sell whenever he wants, his company. Probably wants the $ to buy BTC. Who knows, who cares PLTR always moves up Long Term. Vanguard holds the house majority shares, Founders still hold F Class shares.The stupidity of this market is a real gift that keeps on giving. The lower they drop this stock, the more I can buy. That's one of the main reasons my portfolio is up so much over the last couple of years. Things may look bad for some companies, but not for Palantir. If anything, big companies will be looking for any edge they can find, and Palantir has the products. It's just a matter of time.
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    • VivienWilcoxVivienWilcox
      ·05-10
      $Tesla Motors(TSLA)$ Did you notice the off-road vehicle used on his propaganda had RC on it Release Candidate? The Top Gear off-road video of the Cybertruck one week prior emphasizes his lies.What about the fact that isopropyl alcohol is all that's needed to wipe off industrial iron pollution, rust, off the Cybertruck. Since the rust isn't from the steel but rather industrial pollution it isn't penetrating the steel.The liberals are in desperation mode against Tesla. FSD v12.4 will be first hands free version, Robotaxi is about to be unveiled, Tesla energy is growing as fast as Elon predicted, model 3 redesign is selling, Cybertruck orders even at higher price and delivery in 2026 are growing faster than Rivian, while co
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    • VivienWilcoxVivienWilcox
      ·05-10
      $Tesla Motors(TSLA)$ Everyone is leaving Tesla , biggest scam company . Ask yourself , why would anyone resign from companies especially executives ? Let that sink in for a minute , take your money out and put it into less stressful companies and sleep better
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    • VivienWilcoxVivienWilcox
      ·05-10
      $NVIDIA Corp(NVDA)$ The most recent update on NVDA’s upcoming Qtr Report: *** NVDA expects revenue to increase 234% to $24 billion. — Management also provided guidance for its non-GAAP gross margin, operating margin, and tax rate, such that non-GAAP net income is forecast to increase by about 416% to $5.62 per diluted share.The recent Market delayed recognition of NVDA’s AI might, and MOAT — heading into its Qtr Earnings Report is a Great advantage for NVDA’s longs, and “savvy enterprising investors” — because it gives them a fabulous opportunity to buy more of a Great business at a bargain price!
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    • VivienWilcoxVivienWilcox
      ·05-08
      $Apple(AAPL)$ From the last earnings discussion, iPhone revenue actually went up in China year-over-year. iPad was the lag. With the new refreshed iPad series, we can look forward to revenue growth in China next quarter. China returning to growth, isn't that a bullish headline?
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    • VivienWilcoxVivienWilcox
      ·05-08
      $Walt Disney(DIS)$ It’s a trailing metric. You don’t know the future PE, can only speculate. Speculation drives stock prices. If (god willing) they can get back to 15% profit, the stock will be way higher and then pe lowerPE is still a crazy high 65 after today's big downturn? Wow, waaaay overpriced. This will settle to 2023 levels where it belongs. Only, ONLY reason this went up from the 80s was because Peltz might get on the board...well, in true backwards thinking, the stock went to 123 when Peltz did not get on the board---of course that was the perfect shorting opportunity as literally nothing has changed with the dumpster fire known as Disney.
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    • VivienWilcoxVivienWilcox
      ·05-07
      $MicroStrategy(MSTR)$ OMG: Berkshire has $189 Billion in cash and Buffett says that they don't know what to do with it because they don't see any appealing opportunities to use it presently. And yet, they missed and continue to miss the gains from the most lucrative investment in the past 15 years: ₿itcoin!There is no second-best investment to ₿itcoin!₿itcoin is the most secure, decentralized, global, monetary network in the world whose adoption rate continues to grow at an amazing pace because people want a better alternative to all the world's debasing, FIAT currencies. And yet, Warren Buffet's empire just doesn't get it. AMAZING!
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    • VivienWilcoxVivienWilcox
      ·05-07
      $Palantir Technologies Inc.(PLTR)$ Q1 historically slowest season for business. We got 3 better quarters coming:) company is doing better than ever. It was also touted that oracle was looking to buy out pltr while Goldman Sachs said the ipo was thought to be worth between $30-$50 billion in 2015!!!
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    • VivienWilcoxVivienWilcox
      ·05-06
      $SUPER MICRO COMPUTER INC(SMCI)$ SMCi: Revenue growth was 100%. Earnings growth 300%. They are in their 4th or 5th year of 100% revenue growth. 2x to 3x profit growth follows 100% revenue growth. AI infrastructure spending is up significantly from 2023 and 2025 will grow significantly over 2024. SMIC is expecting significant growth next year again and are in the middle of significant capacity expansion. The stock has become very cheap vs this year and next year’s growth.
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