$Intel(INTC)$If Intel succeeds with the 18A process and makes a strong comeback, there’s no better company to represent America’s semiconductor industry than Intel. No company has as much IP across the entire semiconductor landscape—AI, foundry, PC hardware, photonics, you name it—as Intel. It stands in a league of its own compared to the fabless companies that have recently grown by relying solely on $Taiwan Semiconductor Manufacturing(TSM)$ .Considering everything including the very early time for AI, DOD's support, new USA foundries, new partners (IBM, Dell, Microsoft, etc. ), new chips, Neural processors (NPU), Intel (at these prices) will likely be a very good investment for
$Tesla Motors(TSLA)$If Elon keeps the price of FSD at 8 grand or 100 a month lease and Europe and Asia give him the expected regulatory approval to run it in Europe and Asia next year...that means incrediblerevenue coming in ...cause..it's a simple over the air update and it has about a 95% margin and a lot of it would be reoccuring. If Elon licenses it out ...it becomes wild .These are among the reasons some say 2-3 grand a share within 5 years
$C3.ai, Inc.(AI)$When a company performs better than it is expected, its price could be impacted by many outside influences. Volumes are somewhat sketchy with this one anyway, I still believe most are holding and that a lot of the volume is contrived by shorts attempting to create some narrative of capitulation. Even on the day the stock hit its all time low, the trading volume was around 1.6 million shares, not a stock experiencing capitulation at 10.18, not experiencing it now.
$UnitedHealth(UNH)$UNH has really been my rock through all this market chaos. Whenever things go south, it’s like a safe haven. It’s my go-to hedge and has consistently proven its worth. I’m holding onto a pretty substantial position here, and it’s actually been one of my biggest investments at times.It’s no surprise why—I mean, UNH is top dog in its sector. It’s like the gold standard when it comes to stability. Even when the market gets rough, UNH just keeps on trucking. I’m not looking to move a single share. If you’re searching for reliability in this unpredictable market, UNH is definitely the way to go. My confidence in this stock is sky-high, and I’m sticking with it for the long haul.
$Coca-Cola(KO)$I have owned stock in Coke for decades. We are close to the price where Coke will do a split. The company always wants to keep its stock affordable for everyone, so expect that by the middle of September.KO approaching levels that historically shows splits tend to happen:8/13/12 - Stock price of approx. $78 just prior to a 2-1 split5/13/96 - stock price of approx. $81 just prior to a 2-1 split5/12/92 - stock price of approx. $81 just prior to a 2-1 split5/14/90 - stock price of approx. $75 just prior to a 2-1 split7/1/86 - stock price of approx. $116 just prior to a 3-1 splitIf history repeats itself, a split could follow suite if the stock price moves higher to the upper 70s although I suppose they could do
$Meta Platforms, Inc.(META)$A 22% increase in revenue YOY and a 9% increase in operating MARGIN in the second quarter are evidence that Meta is the leader in online advertising. The company’s investment in AI is leading to more effective advertising for its clients at an expanded level of profitability.
$Amazon.com(AMZN)$I buy and don't sell.. I actually owned AMZN at 45.. sold it at 450.. this was way way back.. I was so happy I made that much money..then watched it go to $2500 or whatever it was... been trying to buy it back along the way. I learned my lesson never sell stock at least for me!
$PDD Holdings Inc(PDD)$The big differences in P/S ratios between PDD, $Alibaba(BABA)$$BABA-W(09988)$ , and $JD.com(JD)$$JD-SW(09618)$ come down to how profitable they are. PDD's operating margin is double Alibaba’s and nine times JD’s. The more profitable a company, the higher its P/S ratio tends to be because more of its sales turn into actual earnings, which pushes up its stock price. Better to use metrics like P/E, P/OCF, or P/FCF. The current differences in valuation make sense unless you think those margins are going to even out in the future.
$Amazon.com(AMZN)$I bought $Microsoft(MSFT)$ in 2003. It lagged the market being undervalued for a decade. Everyone called it a dog. Now I'm up more than 1000%. People's definitions will vary but for me, MSFT was not a dog. I am betting that AMZN will eventually do the same thing. May take another 10 years. Sans insider information or a crystal ball, buying undervalued companies with strong management, a moat and good grows prospects and holding on is the best risk/reward ratio out there.
$Microsoft(MSFT)$I’m starting to think MSFT could be the second-biggest winner from the AI boom, right after $NVIDIA Corp(NVDA)$ in the short and mid-term. Honestly, they’re in a prime position to really cash in on this trend. In the long run, they might even turn out to be the biggest beneficiary. Their cloud services and AI integrations are top-notch, and they’re making some serious moves in the AI space. If they keep up the momentum, MSFT could end up leading the pack, so I’m keeping a close eye on them. The potential here is massive, and I’m feeling pretty optimistic about their future in the AI revolution.