EmilyMark

    • EmilyMarkEmilyMark
      ·07-26 13:55
      $Apple(AAPL)$ Will be lucky to hold 210 by the end of next week... Wonder if Services will even increase with increased pressure from other streaming services ( $Spotify Technology S.A.(SPOT)$ $Netflix(NFLX)$ , etc.).. How will stock price look if Services growth slows down, or worse, reverses...Apple also has several disadvantages:1.) Apple doesn't have AI.2.) This isn't a bad thing; they aren't wasting as much money as their peers.3.) Apple's "AI phone" offering is * wildly * underwhelming. (Meaningless.)4.) There won't be an "AI upgrade cycle."5.) If they're "estimated to beat estimates"...then the estimates are bologna!AAPL trades at
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    • EmilyMarkEmilyMark
      ·07-25 15:26
      $STMicroelectronics NV(STM)$ STMicroelectronics breaks its support with a bearish gap and loses 10% STM has been underperforming other stocks in its sector for months, such as Kering in luxury The probability of decline is therefore higher on the latter than the others
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    • EmilyMarkEmilyMark
      ·07-25 11:12
      $Apple(AAPL)$ At this pt, the stock is trading based on expectations and completely disengaged from earnings. Everyone and their mom thinking that they will upgrade their iPhone to the new "Apple Intelligence" enabled Phone and that Apple will start tolling users for using AI. The reality is that--Apple was never an AI company and will never be able to get closer to be one. Apple is like $Toyota(TM)$ . Toyota was known to build high q products but lately, in a rush to release many products, they have lost the reliability badge that came with it. Market erosion won't happen overnight but it will start happening as $Samsung Electronics Co., Ltd
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    • EmilyMarkEmilyMark
      ·07-23
      $GameStop(GME)$ GME is obviously irrationally overpriced because it's a dead busness, but they're also sitting on a giant pile of cash with minimal debt, so they can afford to sit here for years if they want. Much better shorts available that are actually burning money and in debt. Too Risky To Buy, Too Risky To Short!
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    • EmilyMarkEmilyMark
      ·07-19

      This is a good chance to short Tesla!

      $Tesla Motors(TSLA)$ Their 400k shipments are stagnant for 2 years, their p/e prices in like 10 million shipments, and Elon's pay is 6 full years of forward earnings of 3.40. So I mean, any rational observer that has no position, knows this is a good short again. Whether it goes higher first is anyone's guess. This behaves like a meme stock. Do we really think TSLA will somehow beat out like 20 major carmakers with dealerships to service vehicles when the time comes? They might be a competitor but they won't control the market. Their market cap is so many times greater than dozens of carmakers combined. Shorting responsibly incrementally seems to be the best move. There's only 3% short interest, that's nothing. It probabl
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      This is a good chance to short Tesla!
    • EmilyMarkEmilyMark
      ·07-17
      $Meta Platforms, Inc.(META)$ There's plenty of investors who DON'T see META as a "cash cow." They see a stock that has gone up too much too fast, and having competition banging on their doors. Until the last month, one could make money on this stock. I wouldn't touch it with a ten-foot pole. When it reports, you'll see massive amounts of it getting sold, as people will be taking their profits and saying "Bye-bye."
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    • EmilyMarkEmilyMark
      ·07-15
      $Palantir Technologies Inc.(PLTR)$ you will never see PLTR in the range of 50 to 100...it is grossly overvalued at its current price and market cap. It's a professional services company with a few hacked together tools that they like to call "software". They are primarily replacing excel worksheets and access databases for their very unsophisticated customers.
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    • EmilyMarkEmilyMark
      ·07-15
      $Tesla Motors(TSLA)$ Serious question… what would justify a $260-270 a share at earnings this week? New model introduction? Lower pricing and mass production of solar roofs?It will tank big time on earnings.. - sales are down, market share is shrinking.. It's definitely not worth more than all auto companies combined.. Thats why UBS downgraded it to 'Sell"
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    • EmilyMarkEmilyMark
      ·07-12

      Google: The Most Overvalued Among the Magnificent Seven

      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Among the Mag 7, google is the most overvalued company for the following reasons. 1) With growing LLM usage, high margin search engine-based revenue is vulnerable 2) Google Gemini is a bust. Fist the product sucks. Open AI is the preferred choice. Meta's Lama is free. X.ai will have more private content from X platform and videos from Tesla. It is going to be difficult for Gemini to make money. 3) Waymo is going to be another bust. From cost and scaling perspective Tesla's FSD and robo taxi will beat Waymo in no time. Already some auto companies are kicking the tires to license Tesla's FSD. 4) Google cloud is a distant third. Matter of time it
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      Google: The Most Overvalued Among the Magnificent Seven
    • EmilyMarkEmilyMark
      ·07-12
      $Tesla Motors(TSLA)$ If Musk thought TSLA stock was so valuable and undervalued, why hasn't the company bought back any shares???? They would be buying back all the way from double digits to 4 digits (pre-split, Remember, this has split twice). Extremely OVERVALUED..... Musk and others have already cashed out tons at the retail investor's expense. Ultimate bag holders will be the losers. This is a low double digit stock at best.
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