MignonPitman

    • MignonPitmanMignonPitman
      ·05-14 13:51
      $Sea Ltd(SE)$ Sea SE will report its Q1 earnings, and the consensus estimates are as follows: Revenue: $3.62 billion, +19% YoY. EPS: $0.03, compared to $0.15 YoY. Digital Entertainment/Garena In Q4 2023, Quarterly Paying Users (QPUs) decreased by 2% QoQ but remained above the Q1 low. External data indicates that Free Fire continues to be the most downloaded gaming app worldwide in recent months. Q1 could provide the first quarter of QPU growth since 2021. E-commerce/Shopee After opting for annual disclosures around Gross Merchandise Volume (GMV), $SE made a U-turn and disclosed the metric in Q3 and Q4 2023. In Q4, GMV grew 28%, the fastest growth since Q1 2022. Will Q1 prove to be the long-awaited inflection quarter for $SE
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    • MignonPitmanMignonPitman
      ·05-13 15:07
      $NVIDIA Corp(NVDA)$ The cases uses for AI are so vast that it in my view it is the most mind blowing of how how potentially NVDA's share price can rise to. I have not set a new share target price like others, because I think they are wrong, because the targets are just to low. This month could become historical for NVDA if the pop end up becoming the largest in the history of the market.Which brings me to anyone that has sold even 1 share or has not even bought 1 share will live to regret not having done so and the ultimate winners will be those that have held, bought and accumulated. Bottom line for some NVDA's potential gain could have some people go into retirement.
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    • MignonPitmanMignonPitman
      ·05-10
      $Roblox Corporation(RBLX)$ This trend of beating earnings then the stock dumps to on bad FG is kinda obvious.The biggest L’s are traders, especially option traders who always lose 95% of their investment.Watch, in two weeks, this will be back over $40, the options however will be sold at 4-5% the value setting up for new option buyers to jump in.
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    • MignonPitmanMignonPitman
      ·05-10
      $Advanced Micro Devices(AMD)$ In past 2.5 months, Amd down 28%, Smci down 33%, Nvda down 9%.To me, it's a clear warning sign that hot AI stocks had gone up too much too fast, which needs to consolidate or correct before moving up again!Could Amd hold at 150? May be?If not, 125 could be the next support if AI consolidates further in this round?
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    • MignonPitmanMignonPitman
      ·05-10
      $Upstart Holdings, Inc.(UPST)$ like to see UPST big reversal in the past two days. I sold my holding before earning with lost and think it will drop around $20.I am still not having confidence to buy back yesterday around $23 However, I am convinced when it was traded around $24.8. With the rate cut coming in around Sep. UPST should get more momentum moving forward.
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    • MignonPitmanMignonPitman
      ·05-09
      $Walt Disney(DIS)$ Do you really think a company like Disney is going to tank… It doesn’t matter if they woke or not it’s still a cash cow generating millions and millions and millions of dollars every day… That stock will go up over the next few days With no problem
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    • MignonPitmanMignonPitman
      ·05-07
      $Sea Ltd(SE)$ A strong move up off the volume shelf over the last two weeks. The November '21 pivot VWAP is the main level to watch above currently at $82.93. Not hearing a lot of chatter about this awesome stock/company. We have an obvious rising trend which for a few days.
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    • MignonPitmanMignonPitman
      ·05-06
      $Advanced Micro Devices(AMD)$ I like AMD best when it is breaking out to new record high after new record high. And I expect AMD to set record high after record high in the second half of 2024! Then to keep it rolling through 2025! Can't wait to get to 500 per share!!
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    • MignonPitmanMignonPitman
      ·04-26
      $Taiwan Semiconductor Manufacturing(TSM)$ A MSFT $Microsoft(MSFT)$ miss will just lead to a 1-2% fall that won’t hold. Semis are still going to report strong. They are working at max capacity and unlike TSM other semis haven’t had any problem this quarter. They will help the market recover from any other earlier earnings problems
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    • MignonPitmanMignonPitman
      ·04-25
      $Taiwan Semiconductor Manufacturing(TSM)$ $Tesla Motors(TSLA)$ $Boeing(BA)$ The significant surge in stock prices following quarterly earnings reports is intriguing. Contrasting with the sharp declines of NFLX $Netflix(NFLX)$ and Taiwan Semiconductor TSM after their earnings announcements last week, it seems the market sentiment has shifted. It's moved from "good, but not good enough" leading to declines, to "bad, but not as bad as expected" prompting gains. The treasure hunt in the market never ceases; Mr. Market's style is always evolving, and what you need is to adapt to it. change your strategy
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