$Intel(INTC)$ is dead ? every 2nd day a journalist writes this. is it true ? sales higher today then 10Y ago ? profits ? future outlook THAT bleak ? valuation ? nothing about it. because journalist = politic student. if you read this. you go out buy $ASML because the journalist hype.图像图像ofc. this happens because this guys are "just" journalists. this article only sounds like something meaningful. most things are true. its just the part which goes into everything related to mcap = higher = better that is totally wrong. journalists make ppl buy total wrong time
Here's a chart I came up with to compare an unnamed Watchlist company to some of the banks recently in the news. It has stronger ratios than $JPMorgan Chase(JPM)$ ! Surprising $Bank of America(BAC)$ isn't in the news more given its capital ratios. Benefits of TBTF I guess.图像Adam in taking a brief look at this, there are a lot of banks that look very sound right now and are just being dumped. To be safe you’d want to focus on the ones that have 10 percent or more of their assets in cash or equivalents.
$Baidu(BIDU)$$Alibaba(BABA)$ 150$ 200$. Sustainability is huge business globally. Alibaba is forging head as premier energy sustainability solution provider globally ! Don’t miss out ! Energy Expert, Alibaba Cloud's software-as-a-service sustainability solution, will be used to analyze carbon emissions at Lightwave: Turning the Tide, an immersive light display coming under the umbrella of the festival's lineup of programmes held at Marina Bay from 1 to 25 June 2023. The sustainability solution will also provide actionable insights and energy-saving sustainability recommendations for future editions of the event.
And a fine licky-boom-boom-down to all of my $Snowflake(SNOW)$ haters! Yuuuuuge earnings miss. What EROTIC price action on this turkey! I'm not as short as I normally would be because the AI story scared me - but this will be a 4 or 5 Miata Winner should this pricing hold. Amazing.Absolute chad! The AI meme held me back... already suffering with NVDA
$Zhong Yang Financial Group Ltd(TOP)$ not many will be here for a 200 run nor do many expect it! However, it will absolutely run, and the fuckery proving that. Once the folks in the 20-30+ range break even they will sell, assuming it even gets there. But it ran well over 200 last time and scalpers will show you buying at 30 selling at 50, buying at 70 selling at 95, etc etc. if it gains traction ans those same day traders again, it can run as far as that group let’s it. I’m holding 8.80 and selling half at 100% gains. The rest I’ll hold for the potential continuation. If you’re actually bearish or short WHAT IS YOUR CURRENT POSITION…..I’ll wait
$SoundHound AI Inc(SOUN)$ Wendy's Announces that it's drive-thru operations will be fully converted to AI. Here is a pic from a news release from Wendy's. Take notice of the AI ordering board to the left. The next pic is from SoundHound AI. Look at their AI ordering board. YOUR WELCOME图像图像Remember, this is a swing trade. It will go up and it will go down. The name of the game. Some key points: Wendy's has 7,095 locations globally. There is an initial cost for the AI board and a monthly fee for the software usage thereafter
So many eyes are at $NVIDIA Corp(NVDA)$ . But the next Superperformance Stock is already born. Watch at $SUPER MICRO COMPUTER INC(SMCI)$ . Market cap is only $9.8 B. while having a revenue of $6.3 B. in 2023. Everyone is building GPU clusters right now. Who do you call if you want to build a GPU server factory? Super Micro Computer. Working with Nvidia and AMD, they have developed the most energy efficient server systems. GPUs can run at 100% capacity due to their unique cooling system. Super Micro Computer is my best performing stock this year. The trend about #AI has just started.图像
1/ PayPal $PayPal(PYPL)$ has lost favour of investors since the end of 2021 and has been consolidating over the past year. As some of you already know, I like to be a contrarian, this time around PayPal is my contrarian idea.2/ PayPal lost more than 15% in value after a double beat on revenue and EPS. Analysts are causing fear by overblowing lower operating margin guidance when prices are low.3/ On a valuation aspect, PayPal is by far the cheapest in the sector, with the stock trading at 12.5x forward price-to-earnings ratio and a free cash flow yield of 7.17%4/ Although stock-based compensation is still way too high, it is finally shrinking while increasing the effectiveness of the $4 billion in stock buybacks for FY235/ Right now, I ha
250% + return in 5 years. Not surprised. People are fixing cars like crazy nowadays. You would rather throw $3-5k into some major repairs than locking yourself into > $500 monthly payment for next 5 years. Basic sedan in good condition with low mileage goes for $20k +. New car $35-40k. Mechanic I go to is booked week ahead at least. $AutoZone(AZO)$$O'Reilly(ORLY)$
250% + return in 5 years. Not surprised. People are fixing cars like crazy nowadays. You would rather throw $3-5k into some major repairs than locking yourself into > $500 monthly payment for next 5 years. Basic sedan in good condition with low mileage goes for $20k +. New car $35-40k. Mechanic I go to is booked week ahead at least. $AutoZone(AZO)$$O'Reilly(ORLY)$