$XPeng Inc.(XPEV)$ Brutal price race in China BEV. The bad is the lack of profits, the good is that it is forcing them to compete for lower and lower price points and better quality. It is a pressure cooker that will create gems. Any car company not competing in China is becoming antiquated. BYD and Xpeng are the clear leaders in the whole auto industry in the future. VW bought Xpeng's OLD platform to launch new BEV products. Crazy! Short term likely more selling pressure, long term upside.
$Unity Software Inc.(U)$ Apple Vision Pro went on sale today and Unity is the main development platform for new AVP 3D apps… It’s just a matter of time before that has real meaning for Unity shareholders. So if you don’t get in the boat now you might probably laid behind.
$Apple(AAPL)$ Wall Street seems overly concerned about A.I. being worth so much in terms of value. It's as though nothing else is important enough to matter. Just toss fundamentals out the door and bet heavily on A.I.. Does that really make much sense? I guessed Apple wasn't moving because Apple hasn't announced any A.I. plans as most major companies have. I guessed right. This A.I. obsession is ridiculous. Just attach the term A.I. to anything to increase its value. That's absurd. It's like they're elevating artificial intelligence over human intelligence. I'm not anxious to see how that turns out.
$Coinbase Global, Inc.(COIN)$ Many on the serum expected the SEC approval of the 10 Spot BTC ETFs to instantly surge and BTC along with miners to skyrocket. Give it time... if you research the ETFs none of them even list their holdings or percentages. How can you know or understand what you as an investor are buying into. Let the dust settle, have drink , a bone or a pill of choice and relax. Let things shake out. There will be lots of changes coming as these big institutions get more involved. By that I mean takeovers via M&A in the mining sector, competition on the brokerage platforms and good old Uncle Sam taking their FAIR SHARE!Sitback and watch the fireworks as the scared money gets rinsed out and the sharks go into a frenzy with blood i
$Rivian Automotive, Inc.(RIVN)$ If Rivian had a nice CEO and an Investor Relations dept, then there would be ample information to support their fiduciary duty to shareholders. The bulk of shareholders are institutions and Amazon. All of them are seriously underwater...remember, the IPO was $78 bucks. They're all burned. Now the last thing that they care about is degens like you (and me) that have basis far below the fat cats. This is their worst case scenario. Their purpose in life is to gain for themselves and sell to degens...leaving them holding the bag. The situation is reversed at the moment, so they have no motivation nor incentive to provide any helpful information to us. They need to shake out as many as possible
$Rivian Automotive, Inc.(RIVN)$ Check the stock movement in late Nov and almost all December. It went high & Higher for more than 15 days straight. I am a long but it scared me as I know what goes up fast will come down the same way.Was expecting the down hill in December. I am not surprised it is taking a breather - especially in this head wind.
$Microsoft(MSFT)$ MSFT's a brand-name, highly profitable business with a strong moat, and has trusted management teams, so it has to appreciate with next to no downside risk, just a question of how much. Jan 22 ER will tell the tale, it's the most important ER date I can think of since I first bought it on March 19, 1987, because MSFT has so much going for it in so many different areas now. ER'll determine how fast it jumps to 400.
$SoFi Technologies Inc.(SOFI)$ Check me out guys. Don’t have lots of money right now. So I wanted to see what you guys think about my grand plan. Buy 500 shares of sofi out of pocket Another 500 on margin leading up to earnings. Then sell and profit a few bucks once the stock sky rockets after earnings. Yay or nay?
$Upstart Holdings, Inc.(UPST)$ my gut is 20-30 for a bit. im playing with a core that i wont trade and some add ons at low of range till it breaks . i think this could be a moonshot later in year and want a core piece. ive been wrong before though hahaha. 16.5 breaks and i will be all out.
$PayPal(PYPL)$ On 8/1 PYPL announced $900m in cost cuts — mostly through layoffs, RE consolidation, and project cutbacks.· Today they still have $10b in buyback $. When they are done with their total $15b in buybacks, that should reduce share count by 19% to 24% if shares stay <$65.· They could have exceeded the $900m goal for all we know, or they could announce additional layoffs with upcoming 4th Qtr ER.Exciting times!10 Silly Memes That Will Help You Express Your Feelings Of Excitement | Excited meme, I'm so excited meme, Excited quotes