MerleBobby

    • MerleBobbyMerleBobby
      ·05-14 13:47
      $Sea Ltd(SE)$ Attention Kmart shoppers, The market is giving you an opportunity, to buy SE at a discount, ahead of earnings. I will be adding to my position. Price is currently doing a cup and handle neckline retest.75+ this week, path to 100+ happening this year. Long since 2022 and bullish.
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    • MerleBobbyMerleBobby
      ·05-13 15:05
      $NVIDIA Corp(NVDA)$ NVDA competitive and innovative spirit is embedded in its innovative culture — that allows the company to remain faster than its competitors in the AI sector. — NVDA is far ahead, and moving too fast for other competitors to keep pace, and catch up. *** For example: while NVDA is preparing to launch its Blackwell-B200 chip in the second half of FY-2024, it’s R&D Department is already busy — working on another AI chip that will be more powerful, and will be more energy efficient, and could be ready for launch in late 2025 — but, more likely in FY-2026!🤔📈👍
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    • MerleBobbyMerleBobby
      ·05-10
      $Roblox Corporation(RBLX)$ Calls were being given out for free . 5 cents for 32C's , lol. Shorts pressing after a -22% day here are delusional. You're not getting any more downside; it's a tight spring ready to bounce with short restriction taking effect. Netflix $Netflix(NFLX)$ announced partnership with Roblox today as well
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    • MerleBobbyMerleBobby
      ·05-10
      $BIDU-SW(09888)$ I think - contrary to some other noise comments here. AI is also developing in China. Of course it does. And BIDU is obviously the leader of the AI-pack. So, stock is still buyable. I'm getting in - before others do. jump on the boat with me now!
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    • MerleBobbyMerleBobby
      ·05-10
      $Upstart Holdings, Inc.(UPST)$ Is everyone on this board an options gambler? Buy and Hold loooooooong. Hold for 20 years. Look back and laugh. Upstart has an excellent AI model. The 2022 inflation capital contraction damaged their business greatly. However, they will make it through and disrupt the entire finance sector along with SOFI $SoFi Technologies Inc.(SOFI)$ .
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    • MerleBobbyMerleBobby
      ·05-07
      $SENSETIME-W(00020)$ The Chairman and CEO of SenseTime, Xu Li, was invited to attend the opening ceremony, entrepreneur roundtable, and closing ceremony of the conference, where he engaged in in-depth discussions and exchanges with entrepreneurs from China and France on artificial intelligence and its related industries. A pioneer in AI! The fact that they could participate in international conferences speaks volumes about SenseTime's position and influence in artificial intelligence. Keep up the great work!
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    • MerleBobbyMerleBobby
      ·05-07
      $Sea Ltd(SE)$ It's hilarious how human psychology works. I have been live trading $SE from my high $38 and $40 entries. Literally on Feb 1st before it went nuts, people hated the stock at that time Now it's at a HTF resistance/supply, and a popular account posted a mega bullish chart right at resistance after a 67% move in the last 3 months, people wanna go giga long now?? :) Don't get me wrong, I have been hitting SE since Jan/Feb and still think it does well medium to long term. However, funny how human psychology works :)
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    • MerleBobbyMerleBobby
      ·05-06
      $Advanced Micro Devices(AMD)$ Boeing $Boeing(BA)$ employees are disheartened, Boeing management runs from one crisis to the next. If Boeing gets good management BA will lift off. AMD is weathering this adverse macro fairly well because investors and employees believe in and are enthusiastic about AMD management. BA ? Not yet.
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    • MerleBobbyMerleBobby
      ·04-26
      $Taiwan Semiconductor Manufacturing(TSM)$ What people really don't realize yet is how big RAMP-C will be for intc $Intel(INTC)$ and the US. EVERY chip deemed vital for national security will need to be built via Intel Foundry under RAMP-C. Doesn't matter if tsm has US factories, they are not American and the biz goes to Intel.
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    • MerleBobbyMerleBobby
      ·04-24
      $ARM Holdings Ltd(ARM)$ A load of people don't know how to work out pe ratio. this company has 1020 m shares. Trailing earning is 270m but fiscal 2023 earning is almost 550m. Give the benefit of the doubt at 550. so earnings is around 0.5 usd. But arm reports non gaap earnings which is somehow 4 x higher than gaap earnings. 1.3 usd. The pe ratio is 50-200 depending on what metric you look at for a price of 90 usd. Nobody questions arm's deviantly high non gaap earnings. but the pe ratio is NOT 1000+ like is being mentioned
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