BaronLyly

    • BaronLylyBaronLyly
      ·09-09
      $Intel(INTC)$ this is my fav stock. held since 1997! down a little but I have confidence in an American stock!! Why people are spreading rumors about INTC buy out by $Apple(AAPL)$ $Broadcom(AVGO)$ $Qualcomm(QCOM)$. INTC itself is a very big company and why other folks will buy it. In my opinion there is no confirmed news or even valid rumors. Like Bloomfield news about Qualcomm is part buying of INTC. It is strongly possible that in one year time INTC will show a different picture. So folks do not get panic trust the management. Intel is forecasted to grow revenue and earnings, indefinitely, aft
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    • BaronLylyBaronLyly
      ·09-06
      $Eastside Distilling, Inc.(EAST)$ I’m all in on at 0.52—this stock’s got serious potential! They’ve already got two approved drugs and a blockbuster set to hit Phase 3 data in Q4. If things go as planned, we’re talking about a 1000% opportunity here. I’m pretty pumped about this one; it feels like a huge chance for some major gains.
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    • BaronLylyBaronLyly
      ·09-06
      $NVIDIA Corp(NVDA)$ This isn't the end of the world and yes it will recover. I think it will dip down into the mid $90's range (my opinion) due to certain catalyst in September (jobs report, pending Fed rate cut) but that just creates buying opportunities. The next 6-8 weeks, the market will be very volatile. The end of October this should start running again, just be patient and hold long.
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    • BaronLylyBaronLyly
      ·09-05
      $Apple(AAPL)$ Apple has always returned. I’ve gone through 2 splits, countless ups and down in the past years with an over 200% gains. But I’m a buy and hold type of guy. Just a thoughtThe macro picture with Apple Intelligence is very clear, and that is that there's enormous demand. It's growing. It's expanding out from the hyperscalers to the service providers to enterprise to commercial to sovereign AI to embedded AI to the edge to retail to manufacturing to your iPhone to here, there, and everywhere
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    • BaronLylyBaronLyly
      ·09-04
      $Elevance Health(ELV)$ I’ve been keeping an eye on ELV, it's a solid company with a lot going for it. The problem? It’s priced out of reach for someone like me right now. At its current level, it's just too steep. I’d love to get in on this action, but I’m not ready to fork out that kind of cash just yet. What I’m hoping for is a little dip—a 20-25% drop would be perfect. That kind of pullback would make it way more accessible and give me a chance to scoop up some shares without breaking the bank. It’s all about waiting for the right moment. Sometimes, it’s better to be patient and wait for a more reasonable entry point rather than jumping in at the top. If ELV’s price slides down to a level that fits my budget, I’ll defin
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    • BaronLylyBaronLyly
      ·09-03
      $Meta Platforms, Inc.(META)$ they're definitely a key player, for sure. I don't know if I'm ready to crown META overall (both $Amazon.com(AMZN)$ and $Alphabet(GOOGL)$ $Alphabet(GOOG)$ still have an irons in the fire). However, I'm happily long all 3 because there's a ton of money to be made in this space and I think there's enough room for at least 3 major players.
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    • BaronLylyBaronLyly
      ·09-03
      $NVIDIA Corp(NVDA)$ A few months ago, everyone was worried that the upcoming Blackwell generation would cause demand for Hopper to plummet ("air pocket theory"). It was said that the period leading up to Blackwell chip shipments would be particularly difficult as customers would wait for the new chips. Now, NVIDIA is crushing expectations even with its "old" Hopper chips, proving once again that the demand for its GPUs is tremendous. There is no reason for NVIDIA to fall, the stock will soon be back above $130.
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    • BaronLylyBaronLyly
      ·09-03
      $Amazon.com(AMZN)$ It’s really simple. AWS alone is a $1.5T business based on the industry, growth, profitability, and margin expansion. Then advertising business is worth at least $300B. And Bam, that’s the entire market cap of Amazon, everything else is free, AKA - Amazon is crazy cheap. But I’ve realized in my investing career that Wall Street and the market is constantly wrong - it just corrects very quickly (think $Apple(AAPL)$ going up like 40% in two months, there was no reason it should have still been trading around $160 with a super cycle coming and the services expansion, the market and Wall Street just missed it.) There are other stocks out there as well I think they
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    • BaronLylyBaronLyly
      ·09-02
      $PDD Holdings Inc(PDD)$ You found the one metric meaning P/S, where PDD looks expensive against its peers and dont look any further. But of course P/S is only valid for companies with similar margins.If you look at the development of the Margis for PDD, $Alibaba(BABA)$ $BABA-W(09988)$ and $JD.com(JD)$ $JD-SW(09618)$ , you will see that after 2018 PDDs Gross Profit Margin was always much higher than BABAs and JDs had always by far the lowest.For the EBIT Margin its a similar picture. It went up for PDD with raising revenue and is now double that of BABA a
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    • BaronLylyBaronLyly
      ·09-02
      $Coinbase Global, Inc.(COIN)$ I really believe Coinbase is going to be way more than just a crypto exchange. Over the next couple of years, I think we’ll start to see the real value being priced in. Yeah, the stock’s taking a hit now, but I’m convinced it’s setting up for something bigger. I’m holding on to my COIN because I think it’s got huge potential that’s not fully recognized yet. It might be rough in the short term, but I’m all in for the long haul.
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