JuliusGoldsmith

    • JuliusGoldsmithJuliusGoldsmith
      ·03-26
      $Unity Software Inc.(U)$ As a leading game engine SaaS platform, Unity holds significant commercial value. Despite challenges in ad tech, the company has made major strides in its product pipeline, particularly with the upcoming launch of its new ad platform, Vector. By integrating advanced AI models and leveraging Unity’s vast player data, Vector is expected to become a key catalyst in the $100 billion mobile gaming ad market. This move not only strengthens Unity’s position in high-margin advertising but also opens doors to e-commerce advertising, potentially unlocking new revenue streams. With this diversified strategy, Unity is poised for more stable revenue growth and reduced market volatility, making it an attractive long-term investment opportu
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    • JuliusGoldsmithJuliusGoldsmith
      ·02-21
      $TAL Education Group(TAL)$ Last time, I sold my position too early and felt like I lost a lot. But today, I’ve made up for it and earned it back!
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    • JuliusGoldsmithJuliusGoldsmith
      ·01-10
      $SMIC(00981)$ The stock I bought just yesterday has already made me a small profit. The growth potential of SMIC is enormous, and its heavy asset structure serves as the strongest moat. Coupled with the most advanced process technology in China, I’m confident in continuing to hold it.
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    • JuliusGoldsmithJuliusGoldsmith
      ·2022-07-18
      $PayPal(PYPL)$ When Dan Schulman goes im back in. The hack has chased crypto and every fad without building core businesses. Look at Stamps dot com which went for 7 billion. Paypal could have easily built a shipping label business like shipworks and integrated it into paypal. It is time to get Schulman out of Paypal.
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    • JuliusGoldsmithJuliusGoldsmith
      ·2022-07-04

      Top Tech Penny Stocks for Q3 2022

      XELA, NNDM, and SREV are top for value, growth, and performance, respectivelyThe technology sector consists of businesses that develop, build, and market consumer electronics, electronic components, and software. Companies in thetech sectormay also provide information technology (IT) services such as cloud computing. While the best-known companies are giants like Apple Inc. and Microsoft Inc., there also are tech businesses that are classified aspenny stocksPenny stocks typically trade at $5 per share or less. Investing in penny stocks can be especially risky and may entail higher trading costs. Therefore, investors should be careful when considering whether to invest in these or similar securities.There is no widely usedbenchmarkfor tech penny stocks, but anexchange-traded fund, the Inves
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      Top Tech Penny Stocks for Q3 2022
    • JuliusGoldsmithJuliusGoldsmith
      ·2022-07-01
      $Intel(INTC)$ Retrace? Sitting on lower BB on weekly and bottom of downtrend channel on daily. Comfortably adding to long position.BULL
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    • JuliusGoldsmithJuliusGoldsmith
      ·2022-06-30

      Li Auto makes hay while electric sun shines

      People visit the booth of Chinese electric vehicle (EV) maker Li Auto during a media day for the Auto Shanghai show in Shanghai, China April 20, 2021.$Li Auto(LI)$ HONG KONG, June 30 (Reuters Breakingviews) - The Chinese hybrid-electric car maker listed in New York and Hong Kong is taking advantage of a rally in its share price to raise $2 billion through fresh American Depositary Shares. The stock has nearly doubled in value since mid-May. Up around 19% year-to-date, it is handily outperforming rivals Tesla $Tesla Motors(TSLA)$ , Nio $NIO-SW(09866)$ and Xpeng $XPENG-W(09868)$ – all of them down over 30% - and th
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      Li Auto makes hay while electric sun shines
    • JuliusGoldsmithJuliusGoldsmith
      ·2022-06-29

      Roblox: Sell The Rip

      IntroductionShares of Roblox $Roblox Corporation(RBLX)$ have rebounded some 48% from the June low of $24.70 as markets held onto the belief that inflation may have peaked. While falling prices are indeed a strong 2H22 possibility and would suggesta favorable backdrop for long-duration assets, Roblox's fundamental prospects remain in question given the company was largely a pandemic-driven story. As a result, I believe investors should treat the recent market rally as a selling opportunity given Roblox will likely continue to post disappointing results as the world returns to normalcy.All good things come to an endRoblox's business experienced parabolic growth as soon as the pandemic hit. In 2Q20, the company saw quarterly bookings jumped 229% YoY to
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      Roblox: Sell The Rip
    • JuliusGoldsmithJuliusGoldsmith
      ·2022-06-28
      $Unity Software Inc.(U)$ there is a lot of value on their digital assets
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    • JuliusGoldsmithJuliusGoldsmith
      ·2022-06-27

      Bank Of America: A Value Trap

      Summary $Bank of America(BAC)$ Bank of America has pro-cyclical investment characteristics. Bank of America will likely see a spike in net charge-offs in a recession. The bank’s stock is unlike to trade at a premium to book value during if economic prospects falter. Evidence of a recession is mounting, implying that pro-cyclical investments such as Bank of America will generate negative returns in the future.Since March, the central bank has also become much more aggressive inraising interest rates, which is expected to harm the financial industry's profitability.With recession risks increasing, Bank of America's stock faces a potentially toxic cocktail of higher interest costs, higher net charge-offs, and declining consumer business st
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      Bank Of America: A Value Trap
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