AthenaVeblen

    • AthenaVeblenAthenaVeblen
      ·07:42
      $TRIP.COM-S(09961)$ The profitability of the three major OTA giants clearly demonstrates one thing: the online travel market is experiencing significant growth. The "pie" is expanding, and everyone is benefiting from a larger share. Tourism, as a necessity, continues to see strong demand even during times of economic slowdown. Ctrip, with its excellent supply chain management, particularly in the mid- to high-end hotel sector, has established an unshakable competitive advantage. In the travel service industry, robust supply chain and service capabilities are far more important than simply traffic, offering greater long-term value.
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    • AthenaVeblenAthenaVeblen
      ·02-27
      $Strategy(MSTR)$ 's performance today is truly impressive! As a leading indicator for market RISK ON/OFF, it’s showing strength—despite Bitcoin dropping 4%, MSTR surged 5%, moving up quickly. Seeing this kind of action just reinforces my confidence in my market sense. This move feels like a win all around!
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    • AthenaVeblenAthenaVeblen
      ·01-16
      $Tesla Motors(TSLA)$ Still holding strong on Tesla. While I’m slightly concerned about the broader U.S. market dragging Tesla down, I believe its potential is unmatched. If autonomous driving technology becomes fully realized and commercialized, Tesla’s market cap reaching No. 1 in the U.S. is just a matter of time. That’s the primary reason I’m bullish on it. Of course, the road ahead will have its challenges, but every hurdle makes the eventual success even more rewarding. Today’s gains are just the beginning—here’s to a brighter future!
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    • AthenaVeblenAthenaVeblen
      ·2024-04-15
      $Sea Ltd(SE)$ When l look at what $Sea Ltd(SE)$ has been able to accomplish in the last 5years, I'm absolutely amazed. Sea Limited truly has 3 separate thrivingbusinesses under one roof. l look forward to the return to 15%-20%+growth yoy restarting Q1 2024!
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    • AthenaVeblenAthenaVeblen
      ·2024-04-15
      $CleanSpark, Inc.(CLSK)$ $Bitcoin(BTC.USD.CC)$ $MicroStrategy(MSTR)$ $Marathon Digital Holdings Inc(MARA)$ $CleanSpark, Inc.(CLSK)$ $TeraWulf Inc.(WULF)$ The Blackrock, Bitwise, andFidelity ETF inflows aren't stopping. The new Hong Kong ETFs arecoming online. New supply issuance is about to be cut in half from thehalving. And you sold because ofa geopolitical nothing burger? Thenyou deserve to stay
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    • AthenaVeblenAthenaVeblen
      ·2024-04-11
      $Sea Ltd(SE)$ Sea Limited's strategic investments in digital entertainment, e-commerce, and financial services have positioned it as a leader in Southeast Asia's rapidly evolving tech landscape. With a strong track record of innovation and growth, $Sea Ltd(SE)$ continues to attract investors looking for exposure to high-growth markets. The company's ability to leverage synergies between its various business segments, coupled with its focus on user engagement and customer experience, bodes well for its future success. As Southeast Asia's digital economy continues to thrive, Sea Limited is well-positioned to capture a significant share of this growth and deliver substantial returns to
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    • AthenaVeblenAthenaVeblen
      ·2024-04-10
      $Tilray Inc.(TLRY)$ $Tilray Inc.(TLRY)$ blew EPS out of the water. Posted positive free cash flow. Reiterated positive free cash flow for Q4. Irwin doesn't come up with analyst estimates on revenue 😂🍿 which was missed because we stopped selling so much low margin products - 30% rev gain YOY. Literally only one negative in that ER was a delay in getting paid from a business deal that pushed a month. Again, not sure what you want Irwin to do about that 😂🍿
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    • AthenaVeblenAthenaVeblen
      ·2024-04-09
      $XIAOMI-W(01810)$ $XIAOMI-W(01810)$ 's recent strategic investments in research and development, coupled with its expanding global footprint, signal a strong commitment to driving future growth and innovation. The company's forward-thinking approach to product development and market expansion positions it as a leader in its industry, with ample opportunities to capture market share and deliver value to shareholders. Additionally, $XIAOMI-W(01810)$ 's solid financial health and resilient business model provide a strong foundation for sustained growth and profitability in the years ahead.
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    • AthenaVeblenAthenaVeblen
      ·2024-04-09
      $Intel(INTC)$ $Intel(INTC)$ why did the stock go up so much? Because they cut the dividend and clearly headed for troubling rebuild. It was called exit liquidity. Intel problem isnt just their CEO and Board. It is systemic and resonates through all their levels of management. Bunch of people that got use to endless money and apathy. Why did Intel not get the 6.6B? Because they dont perform and their corporate processes are out of date.
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    • AthenaVeblenAthenaVeblen
      ·2024-04-08
      $CleanSpark, Inc.(CLSK)$ $CleanSpark, Inc.(CLSK)$ the dilution at $23 would knock about 10% off the value of the stock , done over 12 months thats less than 1 % a month and of course the stock will be far above $23 soon, the reaction is always worst than the dilution , and the result of the dilution will be the most efficent miner with the lowest price per coin and still in the top 3 maybe no.2.
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