FranklinMorley

    • FranklinMorleyFranklinMorley
      ·04-23 15:28
      $ARM Holdings Ltd(ARM)$ I'm telling you, man, this stock is like a mystery wrapped in an enigma! How does a company pulling in a measly $3 billion in sales end up with a market cap soaring over $50 billion? It's like trying to solve a riddle with no clear answer! And don't even get me started on that wild ride from $100 to $130 a share. Were there really that many eager buyers willing to fork over that much dough? Or was it all just smoke and mirrors, some big manipulation scheme to pump up the price?
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    • FranklinMorleyFranklinMorley
      ·04-22 11:26
      $Apple(AAPL)$ Thank you Mr Cook, short sellers are making a fortune with your help. I will personnaly triple my money this year so i can go back in paying under a 100$ with a new CEO on board.Yes, the bunch of Orang Outan composing the board of directors will finally wake up when the stock is under 100$ this year and you will get the booth. Can wait to see tat happen. I've been waiting of 3 years to see that. Remember all the bad decisions regarding EV and not investiong in AI. This year will be the retaliation. Goo bye Mr Cook.
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    • FranklinMorleyFranklinMorley
      ·04-18
      $Mobile-health Network Solutions(MNDR)$ MNDR's hype is a bit baffling to me too. Just $7.8 million in annual revenue, up 10% from year prior. This does not justify a $570 million market cap.Something doesn't quite compute here. To me, $4 seems like a much more reasonable price tag. But hey, who knows? Maybe there's something we're missing. Or maybe it's just another case of the market getting a bit too excited.
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    • FranklinMorleyFranklinMorley
      ·04-17
      $Bank of America(BAC)$ This is insolvent I believe at these interest rates as all of the hundreds of billions they bought when interest rates were much lower are under water. Now the fed cannot cut rates for many months! Rising 10 year treasury yield means all of BAC bonds decrease in value. It’s only a loss on paper but could translate into an actual loss of there was a proverbial run on the bank and BAC had to sell those bonds at a loss to cover mass withdrawals. No reason in the world this should be over 30.
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    • FranklinMorleyFranklinMorley
      ·04-16
      $Palantir Technologies Inc.(PLTR)$ There is a case for $25, but it’s a stretch and $30 is a little out there at the moment, but it could on hype. If that happens, take some profits. It will probably halve from the $25/$24 price so let’s hope for $14 and make some real money. It's about to flush big, warning to any longs holding thinking this is going to $30, take half off now.Warning Red Flag GIF
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    • FranklinMorleyFranklinMorley
      ·04-15
      $MicroStrategy(MSTR)$ All I know if Bitcoin could fall to around Yr start, or about $40,000 in the next 24 hours. And MSTR will surely follow. It was $635 at start of this year. That's a long way down! Cos all the hype on halving evaporates, and Holders cash in their gains and move to US Dollars I certainly am in no mood to lose my gains.
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    • FranklinMorleyFranklinMorley
      ·04-11

      Bearish case for SMCI!

      $SUPER MICRO COMPUTER INC(SMCI)$ Bearish case for SMCI:The news about TSMC was IMHO a bad one for hardware-AI firms. TSMC orders went up 30% on an annualized basis and the C-suite gave an outlook that AI orders are expected to grow at 50%. Analyst expectations of growth for $NVIDIA Corp(NVDA)$ and SMCI for next year are well above 50% (around 80%ish), suggesting that the stock price will eventually bake in this piece of information eventually, resulting in a decline.Moreover, the Fed's fight with inflation is less effective as the stock market keeps rising, generating spending opportunities for consumers even though their income does not rise as fast. My point is, the Fed will li
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      Bearish case for SMCI!
    • FranklinMorleyFranklinMorley
      ·04-10
      $Trump Media & Technology(DJT)$ It was promoted as the chance of a lifetime: Mom-and-pop investors could buy shares in celebrity businessman Donald Trump’s first public company, Trump Hotels and Casino Resorts. Their investments were quickly depleted. The company known by Trump’s initials, DJT, crumbled into a penny stock and filed for bankruptcy after less than a decade, costing shareholders millions of dollars, even as other casino companies soared. It worked the first time so let’s do again, but with no tangible assets…….
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    • FranklinMorleyFranklinMorley
      ·04-03
      $Reddit(RDDT)$ This is not META $Meta Platforms, Inc.(META)$ , never will be. $36 stock at best unless they can increase revenue and grow users. I wouldn't buy here, insiders that started at $34 still selling. you're about to lose all your money, the housekeeping staff that got shares are cashing out after they saw the feds coming to lock up the building lol
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    • FranklinMorleyFranklinMorley
      ·04-02
      $XIAOMI-W(01810)$ $Xiaomi Corp.(XIACY)$ This is a market that can’t make much of money without innovation and scales. Xiaomi can’t differentiate their cell phones from Huawei, $Samsung Electronics Co., Ltd.(SSNLF)$ $Apple(AAPL)$ to make good profits or to increase market shares. It is a bad business model that they are taking to sell cars cheap for niches.
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