$META people think Threads and Whatsapp are gonna be revenue drivers. They are but people are totally ignoring how big Meta wearables are going to be. There are killer use cases developing on Meta Ray Bans and in the next year or two, they are going to release a new version that comes with a wrist band device as input. Mark my words, it will be a more than $100 Billion dollar hardware business. Avatars will create its own ecosystem and be worth much more than the hardware business. Meanwhile, iPads and iMacs will lose relevance.$META$ Bullish
Alibaba, the undisputed leader in the Chinese e-commerce market, has proven its resilience yet again. Despite the recent lawsuit filed by U.S. toymaker Kelly Toys, which alleges that fake Squishmallows were sold on Alibaba's platforms, the company's stock price has remained unaffected. This is hardly surprising, given Alibaba's strong track record of addressing counterfeit issues and its commitment to providing a safe and reliable platform for its customers. Alibaba's focus on innovation and expanding into new growth areas such as cloud computing and artificial intelligence further solidifies its position as a dominant player in the global technology landscape. The company's consistent profitability and track record of innovation make it an attractive investment opportunity for long-term i
$Meta Platforms, Inc.(FB)$has suffered much losses recently after a weaker than expected guidance. Though the quarter's revenue fell short (estimated $29.57B versus actual of $29.01B), the EPS was better than expected (estimated $3.19 vs actual $3.22). Some notable concerns have been raised:Quarter's daily user is lesser than estimated, arriving at 1.929B versus estimate of 1.93BReality Lab (which is researching and creating the various A/R, V/R hardware) conctinued to suffer losses since 2019. This is an important pivot for Meta and currently, there are no signs that Meta is in the lead in any metaverse domain as yet. Europe's privacy issues (extract from their SEC submission):The tech giant took i
1. Whether Tesla remains a good investment depends upon a couple of things:1. Will battery technology improve enough to make the driving range of electric cars competitive with gasoline powered cars?2. Can electric cars remain competitive when government subsidies end?3. Can electric cars compete on price with gasoline powered cars? 4. Can technology be developed to decrease charging time to compete with filling up at the gas pumps? So, in short: Driving range, ability to survive without government help, price and cost to operate, and time it takes to refuel are all factors that will affect the viability of electric cars.
Let's talk about why I'm bullish on $MARA (Marathon Digital Holdings) hitting $20 or more after earnings this Wednesday. But there's a share vote coming up, so stay tuned for that.1. Bitcoin Connection$MARA loves dancing with Bitcoin, and with Bitcoin currently at $35k, this stock usually joins the party. When Bitcoin rises, $MARA tends to follow.2. Past PerformanceEarlier this year, with Bitcoin at $30k, $MARA reached $17. History tells us there's room for growth from its current $9.50 level.3. 13K+ Bitcoin on Their Balance SheetHere's the kicker - they've got over 13,000 BTC on their balance sheet. That's a serious stash, and it's growing as Bitcoin climbs. It's like having a secret weapon in their financial arsenal.4. Investor Vote on Authorized SharesRemember, there's an investor vote
Getting a lot of traction, interest in this $GOOG exchange with the dude TylerWilson so wanna expand on it a little. That daily candle on Friday is about as bearish as you will see. It’s what’s known as a “bearish marubozu” with extremely high volume that you can see on the chart. Would love to see buyers step in to hold $122 level on high volume. (I was also hoping $Alphabet(GOOG)$$Alphabet(GOOGL)$ would breakout from this range, and took an L on calls Friday for full disclosure.)图像图像
The $Upstart Holdings, Inc.(UPST)$ bull thesis simplified: $UPST makes money based on loan volume. What level do you think loan volume is at today? Do you think loan volume is going to go up or down over the next 12-18 months? Pay special attention to the conversion rate.图像I’m not even thinking about ATH yet. Honestly believe $100 is within reach with execution. Whatever happens, it will happen fast.
Sold 3 $Adobe(ADBE)$ $475 puts @$1006 ea Have until close to decide if I want to hang on or not. Complete earnings gamble but my thought process is $Adobe(ADBE)$ $465 is breakeven tomorrow on this trade - Don’t see it going below that because we know they will say AI a million times and probably raise guidance on AI. Just the market we’re in at the moment. NOT RECOMMENDING ANYONE FOLLOW THIS TRADE - PURE EARNINGS GAMBLE SPECULATION * Just being transparent in letting you guys know I placed this trade.
I believe $Block(SQ)$ is deeply undervalued and already priced for recession trading for just over 5x gross profit (EV/GP), which is *cheaper* than rivals $PayPal(PYPL)$$Rivian Automotive, Inc.(RIVN)$ despite compounding at over 30% per annum with the Square/CashApp ecosystem. This is a high-conviction long at $65.图像That is precisely what they are doing: the company isn't optimized for EBIT, yet, as they were focused on building the business. So GAAP EBIT is understated. But that will change beginning this year, with the focus on delivering the Rule of 40. The trend has already begun.图像
PALANTIR & TESLA ?? $Palantir Technologies Inc.(PLTR)$ 's $Tesla Motors(TSLA)$ new deal with Panasonic Energy, at the NEVADA facility... correct me if I am wrong but that is the TESLA - Panasonic partnership facility? Now I don't want to jump to any conclusions but that is a very interesting piece of news................图像Probably not. Apparently Tesla likes to build most stuff in-house. Who knows though, maybe in the long term foundry AIP demonstrates it's value and they decide to try it.