$Taiwan Semiconductor Manufacturing(TSM)$The situation seems clear. TSM is the class act in manufacturing the most sophisticated AI chips guaranteed to be in short supply for the foreseeable future. Over time Intel and others will inevitably 'catch up'...but for now there is no significant competition for production of the highest end chips. The downside...geopolitical risk, is negligible for the moment since it's simply not in China's interest to precipitate a geopolitical crisis.TSM is undervalued.
$Apple(AAPL)$They're not really bashing Apple. Most are just pointing out true facts about the company. Apple is not selling as many products as they have been in their recent past. That matters to investors. Apple has headwinds ahead of it but it doesn't mean Apple is going out of business. The news media likes to exaggerate to make things exciting. However, investors would rather put their money into hot stocks and Apple isn't in that category. I'm not concerned as I believe Apple will likely increase product sales and recover eventually. Everyone has their own opinion about Apple and only time will tell who is right.
$Roku Inc(ROKU)$unless you don’t have additional funds to buy more between $53 and $56, you shouldn’t be complaining or investing. I see a lot of people convinced that the company is well off based on their position in the market and financials, but are not taking the opportunity to buy more at these levels for life changing value in the future. If you’re frustrated because it went down instead of up, but still convinced it’s a good company, then why aren’t you taking the opportunity to buy more?
$SoFi Technologies Inc.(SOFI)$ I am not so sure of that....cost to borrow shares is dirt cheap for SOFI....rates from some institutions were negative recently........even if we get a bump next week I can see it being brought down again for a couple of months by the shorts before Q2 results......I just don't see any real urgency for them to cover, unless their is earth moving news on Monday with results.
$Advanced Micro Devices(AMD)$At this point, it’s just the guessing game. Nobody knows what’s going to happen but it’s easier to be wrong than to be right right now because things are very unpredictable. But when things for sure what goes up must come down. AMD is so overpriced it’s going to smash through it’s 52 week low like butter!
$Intel(INTC)$in my opinion Netflix took a calculated risk by determining that a short term dip of a couple of days was worth not having to report subs going forward anymore. They want to be judged on profitability. I agree with their decision.
$Grab Holdings(GRAB)$Wow it finally is positive. Been bag-holding since September of last year but never sold because the company was a long-term play anyway. Happy to see it finally get some positive movement. Hopefully it can hold and then slowly grow over time.
$Palantir Technologies Inc.(PLTR)$i mean can we all bullishly agree at least we know this is far far far undervalued or rather too early yet to be fully realized i picture this being worth an average of $200 a pop. in the coming years. but everything is being held back not sure if its time or what pltr has to do to prove itself more to go completely parabolic and keep going up in the green indefinitely.
$NIO Inc.(NIO)$59,700 Nio Drivers in China got a fresh battery in the last 24 hours.42,547,100 Swaps is the current Total.Next stop 45 Million.(35MM Jan 1, 40MM Mar 13, 2024)At 07:00 Thai Time the number of Swap's done was up from 42,547,100 (24 hours ago).Full Charge in around 3 minutes while remaining in the car.Annual Run rate 23,952,500 based on rolling 28 day average count.It took NIO four years to reach 10 million swaps. The last 1 million took 14 Days.
$Sea Ltd(SE)$if anyone is short into the Q1 ER, they will be creamed imo. This company is likely profitable in all 3 segments already and the Shopee growth is robust YoY!Don’t overstay short too long! Your days are numbered. to caution against maintaining short positions for too long, suggesting that the company's positive trajectory may lead to losses for short sellers.