delusion梦碎

    • delusion梦碎delusion梦碎
      ·04-25 22:36
      $Vertiv Holdings LLC(VRT)$ This stock still trading at a "discount" after latest earnings! Loading up because their future guidance for the next couple of years is bound to be going upwards. Financials are fantastic and they are a great company (backed by Nvidia as a partner)!
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    • delusion梦碎delusion梦碎
      ·04-25 07:49
      $JD.com(JD)$ There is no problem. The low on April 16 was exactly on the 50 Fibonacci line from the low on January 22 to the high on March 13 (black table). If we had reached the 61 Fibonacci (golden zone), I would have been worried about a trend reversal, but we bounced upwards off the support line. Accordingly, we were in a bull flag, from which we broke out to the upside. Measured from the low (22. January) to last high (March 13) to the low (April 16), we are currently just below the 38 Fibonacci extension (blue table 27.61). We may test the upper limit of the bull flag once again in order to close the small gap, but after that we should continue higher.
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    • delusion梦碎delusion梦碎
      ·04-18
      $MicroStrategy(MSTR)$ What are the Big Players Up To? 1) MSTR is included in the Nasdaq Composite, Russell 2000, Russell 3000, S&P 600 Small Cap Therefore as the market cap increases, MSTR will be weighted more heavily in these indices. This requires more passive buying which puts pressure on increasing the stock price. 2) There are 3.4M MSTR shares sold short, while there are 15M shares outstanding, 8M of which are held by institutions. Attached: Left = Top 15 Holders of MSTR Right = Number of MSTR shares sold short (updated every 15 days)
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    • delusion梦碎delusion梦碎
      ·04-12
      I have SOFI $SoFi Technologies Inc.(SOFI)$ fair valued at $20 based on the lower range of their 2026 guidance. Which is interesting as they projected to grow by 20% annually after 2026 which is actually quite modest.My biggest bull case for SOFI is actually it seems to have differentiated itself for the next generation. Especially with the fact that its tech platform also powers alot of its competitors I can see they can continue to eat up market shares in the future.As Noto said in an recent interview, conventional banks had tried what SOFI is doing by attempting to provide one-stop financial services and have failed. I have friends working in bank who explained to me, that there are many hurdles for a conventional bank to transition everything o
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    • delusion梦碎delusion梦碎
      ·04-10
      $Intel(INTC)$ INTC has no chance against TSMC..TIWANNEESE disciplined hard, efficient, dedicated Working culture and USA mainstream working culture of whining, complaining, disgruntled PRIVILEGED entitlement mindset and attitude. That's just TSMC, now you have SAMSUNG, JAPAN coming for INTC too.. INTC going against Japan, S.Korea, and Tiwan in terms of efficiency, hard, disciplined working culture. This competition is over for INTC before even the gate opened. And we are hearing in INTC the working culture has gotten very unproductive, there you have any proof if you needed any..
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    • delusion梦碎delusion梦碎
      ·04-09
      $Tesla Motors(TSLA)$ Over th past couple of months, Tesla’s AI-FSD supercomputer has accumulated 1 BILLION miles of driving data and it’s skill level and database are improving and expanding exponentially…AI scientists calculate it will require roughly 6 billion miles of driving data For Tesla’s AI DOJO supercomputer to reach Level 4 FSD certification which will occur around early 2025.Can’t wait to hear the details when Musk releases the Robotaxi and $25K model plans on August 8 at 8:00 AM…Tesla stock is now just $170 and with all the above, many analysts predict $2,000 by 2030.Next couple of years should be interesting.
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    • delusion梦碎delusion梦碎
      ·04-08
      $Intel(INTC)$ Intel stock got rocked when company management revealed, first, that it plans to break out the numbers separately for its growing chips foundry business going forward – and then proceeded to reveal just how badly this business has performed in the past. In 2023, Intel revealed that it lost $7 billion building semiconductor chips for its rivals at the foundry division – 35% worse losses than the division incurred in 2022, and with sales down 31% year over year.
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    • delusion梦碎delusion梦碎
      ·01-11
      $SUPER MICRO COMPUTER INC(SMCI)$ Some people cannot not stand 25 years is doing much better then you. Come now people.. stop this madness 😂 embarrassing I’m here to make money not to satisfy your love for this overhyped company. The day will come when management misses the mark.. and trust me they will… I’m always the last person to shut off the light.
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    • delusion梦碎delusion梦碎
      ·2023-12-05
      Not only do I think INTC $Intel(INTC)$ could get lifted by the general semiconductor hype, but it's actually doing some pretty impressive stuff itself.Most recently, it's reportedly accelerating its efforts to overcome the limitations of ARM $ARM Holdings Ltd(ARM)$ CPUs, following Apple's example of using ARM chips.Also seems to be making a play at the massive healthcare market. At the Healthcare+ EXPO 2023, Intel unveiled AI implementations designed to enhance healthcare service like an ambulance network system for real-time patient-data sharing, a telemedicine system for global healthcare discussion, and an AI imaging system that swiftly detects brain conditions from CT scans a
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    • delusion梦碎delusion梦碎
      ·2023-12-04
      $UiPath(PATH)$ Long squeeze. Where are the trolls who were screaming $50-60 share price on Friday? Where have they disappeared he?Mute the trolls who only post bullish comments. I will short sell uipath as soon as market opens... I do not want to lose money any more
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