EricVaughan

    • EricVaughanEricVaughan
      ·04-30
      $Li Auto(LI)$ A sales fee of 14% is completely fine for the current Thalys. The ideal is still 14% in 21, 16% at one time, and 16% at one time in 22. Last year, there was a large-scale increase in volume, and the brand stabilized to about 8%. Therefore, even if Cyrus does not seek Huawei at this stage, its sales rate will definitely be much higher than ideal, estimated to be about 12%, but if you spend 2 more points, you can get Huawei, so there is nothing wrong with this money. Huawei has suffered losses in the past and is in urgent need of recovery. With the profitability of its subsequent car bu and its own Cyrus, the decline in this ratio is certain. At the same time, high-end categories are increasing in volume, gross
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    • EricVaughanEricVaughan
      ·04-30
      $Sea Ltd(SE)$ Yesterday, a Taiwanese relative came to Shanghai for transit back to Taiwan. While eating, she heard that many people in Taiwan use Shopee for online shopping. I saw that Tencent is the major shareholder of its parent company, sea. Sea has a market value of 25 billion US dollars, and Tencent holds a total of 100 shares. billion US dollars, about 70 billion yuan
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    • EricVaughanEricVaughan
      ·04-30
      $Palantir Technologies Inc.(PLTR)$ Pilantir the favorite long of hedge funds. Just out. Wall street sees Pilantir as going nowhere but up. Earnings will send this to $40.By the time PLTR reports earnings, we'll be somewhere around the $25 mark.Then off to $30.
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    • EricVaughanEricVaughan
      ·04-30
      $Alphabet(GOOG)$ Up a tiny bit rh, hope tomorrow gets us in 170's plus. 180 after amzn earnings!bought google in Oct of 2008. Sold half my shares in the $140's for a nice profit after AI debacles. Probably a mistake. Will hold remaining shares or many years to come hopefully.
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    • EricVaughanEricVaughan
      ·04-29
      $Marathon Digital Holdings Inc(MARA)$ Tokyo is closed for a holiday on the 29th, Hong Kong opens on the 29th in 3 hours and 15 minutes.I guess that means the Hong Kong BTC ETFs will start trading in 27 hours and 15 minutes.The big question is, Will the rest-of-world let Hong Kong buyers in at a low price?Tomorrow will be North/South America's last day to buy, before we see how much buying will occur in Hong Kong. Should be interesting.
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    • EricVaughanEricVaughan
      ·04-29
      $Intel(INTC)$ Greener with the Scenery - THE USEDYou took it backHow could you go and do something like thatMy fingernail phaseWorst has got the best of youI ask you and I know I need to change, changeYou took it backYou ripped my heart out of my, then you put it backI'm pulling my hair I let you just a million timesI love you even though it isn't fairRound we go, 'round again, circlesPlay this game over againRound we go, 'round again, circlesLove this song.
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    • EricVaughanEricVaughan
      ·04-26
      $SUPER MICRO COMPUTER INC(SMCI)$ This price is priced a bit higher than a “hypothetical” bad earning report. If we have a better than expected with good guidance and some dividend or buyback. The stock will rocketed at least to $1200 at the end of next week.
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    • EricVaughanEricVaughan
      ·04-25
      $JD-SW(09618)$ Liuqiangdong is no longer good. Look at JD.com now. The customer experience is very poor. You have to wait in line for a long time to find customer service. After the order is successfully placed, your order is inexplicably canceled. When you contact customer service, you are full of excuses, shirk responsibility, and do not solve the problem. , nothing can be accomplished with this kind of enterprise...
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    • EricVaughanEricVaughan
      ·04-25
      $SoundHound AI Inc(SOUN)$ I will check it every now and then to follow it. placed all my shares to sell at $970 so the brokerage use my shares to help short. just doing a little to squeeze shorts. staying long.Only 22% institutional ownership. need to triple that hopefully there's good news on the next earnings report
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    • EricVaughanEricVaughan
      ·04-25
      $Amazon.com(AMZN)$ Amazon summer of 2021 = $180s per shareAmazon a year later = $80 per shareAmazon 2024 = $180s per shareAmazon a year later = $80 per shareNothing has really changed.Large deep liquidity pool for hedge fund manipulation....all stories to justify the price, until the story changes....the numbers have never really mattered here. Overvalued for decades.The market's caught in a lose-lose situation: even if interest rates drop due to a slowing economy, revenue still declines. Winning seems impossible in this stagnant market.Market meltdown as inflation is here to stay.The longer it takes to cut rates , the lower markets will go
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