DonnaMay

    • DonnaMayDonnaMay
      ·2023-12-29
      Oil up will more and more equate to alternatives and efficiencies. As people restrain the over use of a faulty product, with pollution and climate change etc, than the flooding of markets with oil to push demand up doesn't work, and slow the roll out of alternatives and efficiencies fails faster. One huge manipulating power for inflation thus loses their power. From wars around the globe by oil powers driving up debt and destruction, the world can't afford it or the climate change and pollution and living withing our means equates to inflation down and long term investing in America more viable/long bonds.With M2 trending down i look for this to aide the trend and friend as those dollars have to be used more wisely than the present J Biden/J Manchin policy of All of The Above almost as bad
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    • DonnaMayDonnaMay
      ·2023-12-29
      Tough to decide whether or not to short this. I'm going to wait on 360 range then probably short in hopes for the santa claus rally to fade and money managers to move the meta stocks out of their portfolios.Few interviews with their software engineers and they said they were looking to monetize whatsapp by allowing businesses to do business on that app as a big potential money maker, and they still have a major focus on AI and double down on VR/AR metaverse.$META$ Bearish
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    • DonnaMayDonnaMay
      ·2023-12-28
      Even if the Optimus 2 robots become available to work in its own factories in 2024, there is still WAY TOO MUCH DEMAND for the energy that the Tesla MEGAPACK batteries can provide for the robots to assemble and satisfy the need....not for YEARS, even though they are priced over $1,500,000 each and tens of thousands will be produced, with a lot of free labor.....by the ROBOTS annually. The new MegaPack factory in China will put out 10,000 MegaPacks per year, almost all used by China, and the GigaNevada MegaPack factory will be doubled in size to put out 20,000 units-per-year, again, at $1.5million each. That's 45 Billion bucks total revenue that Wall Street is ignoring as if it didn't exist....though they'll provide double the margins than the cars have.$TSLA$ Bullish
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    • DonnaMayDonnaMay
      ·2023-12-28
      4. Before you start to panic and sell PYPL at this price, do your own research and think. So what are the facts about PYPL?1) y/y revenue UP by 7.1%, the number of transactions by 10.2%, total payment volume by 10.8%, EPS by 24.7%2) analysts' price targets after ER with one exception (see below) stay in the range $77 - $110 (I don't count one target $125 by Morgan Stanley as it's clearly unrealistic)3) the lowest price target ($65) was announced by an analyst named David Togut (Evercore), one of the worst ranked analysts with succes rate 50%. Moreover, on 9th July 21 this clown from Evercore raised the price target to $370 from $319, on 2nd Feb 22 he still recommends to BUY with PT $245, as he did in his last "analysis" form 1st Feb 23. And now this expert finally woke up.These "experts" s
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    • DonnaMayDonnaMay
      ·2023-12-27
      The LTIP, currently as stated, the equivalent of 15 M shares have been awarded.  The new request is for another 15 M, or an equivalent total of 30 M shares in the fund.  We know those awards-to-date were and will be awarded at various valuations; for simplicity’s sake using today’s $8/sh valuation the pool’s cost to Shareholders conservatively would be +-$240M when fully awarded.  The first 15 M shares, since the plan’s inception 2018-2021 (2022 outstanding), estimated cost +- $120 M or $30 M per year on average ( the avg PPS during this period was +-$11 not $8).  Where did it go?  What was the headcount in those earlier years, certainly not +-40.  How much income did MARA generate during that period?  Hmmm, appears some accountability is in order. 
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    • DonnaMayDonnaMay
      ·2022-09-08

      Why Is Spero Therapeutics (SPRO) Stock Up?

      Spero Therapeutics(SPRO) stock is getting a boost from U.S. Food and Drug Administration (FDA) news. That includes positive feedback for its complicated urinary tract infection (cUTI) treatment. The company is now planning an additional Phase 3 clinical trial of tebipenem HBr. Source: ShutterstockSpero Therapeutics(NASDAQ:SPRO) stock is climbing higher on Wednesdaythanks to positive feedbackfrom the U.S. Food and Drug Administration (FDA).The news concerns plans for the company to resubmit tebipenem HBr for the treatment of complicated urinary tract infection (cUTI). During a Type A meeting, the FDA said “positive results from an additional Phase 3 trial […] could be sufficient to support the approval of tebipenem HBr for cUTI.”It’s worth noting that Spero has already conducted a Phase 3 c
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      Why Is Spero Therapeutics (SPRO) Stock Up?
    • DonnaMayDonnaMay
      ·2022-09-08
      $Sidus Space Inc.(SIDU)$CAPE CANAVERAL, Fla. --(BUSINESS WIRE)-- Sidus Space, Inc . (NASDAQ:SIDU), a Space-as-a-Service satellite company focused on mission critical hardware manufacturing; multi-disciplinary engineering services; satellite design, production, launch planning, mission operations; and in-orbit support, is pleased to announce its growing relationship with Teledyne Marine, a part of Teledyne Technologies, Inc. (NYSE:TDY), following a noteworthy Q2 2022. The three-month period marks the strongest revenue quarter between the parties since their partnership began four years ago.
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    • DonnaMayDonnaMay
      ·2022-09-05

      Micron Technology:Semiconductor Stock That Will Benefit From the CHIPS Act

      Micron Technology (MU)Following the passage of the CHIPS Act,Micron Technology(NASDAQ:MU) said it willinvest $40 billionin memory chip manufacturing through 2030, creating up to 40,000 jobs in the United States. The resultant additional capacity will take Micron’s U.S. market share from 2% to 10%, the company said.Micron’s plans could includebuilding a mega fabrication plantin the United States. Rob Beard, the company’s senior vice president and general counsel, said Micron has been eyeing a mega fab “for a long time.”MU stock topped out in January and is down around 34% from its high. The company recently reported disappointing quarterly results andslashed its outlook. However, since hitting a 52-week low in early July, MU is up 26%.Citi analysts saythe stock has bottomed. If that’s the c
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      Micron Technology:Semiconductor Stock That Will Benefit From the CHIPS Act
    • DonnaMayDonnaMay
      ·2022-09-01
      $Amazon.com(AMZN)$AMZN is rapidlyentering the healthcare sector, which was worth $808 billion in the U.S. alone last year, according to one estimate. I believe that, by 2030, Amazon could get 5%-10% of the total healthcare market by getting into the telehealth and prescription markets.Add in some overseas healthcare revenue, and we’re talking about a business that could easily generate $100 billion of annual revenue for AMZN within five years, moving the needle a great deal for the company and its shares.As I’ve noted in previous columns, I believe that Amazon’s new CEO, Andy Jassy, is much “hungrier” for success than his predecessor Jeff Bezos. Consequently, AMZN’s forays into businesses other than the cloud and e-commerce are far more likely to bea
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    • DonnaMayDonnaMay
      ·2022-09-01
      $Amazon.com(AMZN)$AMZN is rapidlyentering the healthcare sector, which was worth $808 billion in the U.S. alone last year, according to one estimate. I believe that, by 2030, Amazon could get 5%-10% of the total healthcare market by getting into the telehealth and prescription markets.Add in some overseas healthcare revenue, and we’re talking about a business that could easily generate $100 billion of annual revenue for AMZN within five years, moving the needle a great deal for the company and its shares.As I’ve noted in previous columns, I believe that Amazon’s new CEO, Andy Jassy, is much “hungrier” for success than his predecessor Jeff Bezos. Consequently, AMZN’s forays into businesses other than the cloud and e-commerce are far more likely to bea
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