$Meta Platforms, Inc.(META)$META with a forward p/e of 26 could easily get a rerating to, say... Apple's forward p/e of 30, especially considering their stellar growth rate. Wait until everyone realizes Zuck's created an AI cloud provider superpower... and it'll be too late. Long with a forever hold!
$Advanced Micro Devices(AMD)$None of this matters, what matters is the earnings report coming up. AMD has to show sufficient increase in sales of its MI300 series for AI, that's the only thing that really matters right now. The price is going up as earnings day approaches to try and get ahead of the curve in anticipation for good results.Me, I'm looking at $200+, hopefully an exit in the $300 range before EOY 2024. I've been in for so long, I have to start taking out big chunks of profit to enjoy. I'll keep some in for another 5 years, the expansion out from the now ancient PC sector, has just started, there's much more upside on the way.Go long, buy on dips and wait, don't freak out when it goes red, it'll reverse back i
$Marathon Digital Holdings Inc(MARA)$ MARA has been dumped from the $30s down to $20. MARA used to be an easy way to trade BTC without getting a crypto account. Now that there are BTC ETFs, which are superior if your goal is simply an easy way to trade BTC. But things don't change overnight. It may take years for it to fall into the single digits. Or months. Who knows.
$Taiwan Semiconductor Manufacturing(TSM)$TSMc is at the center of all things built on chips. At 7nm they took world leadership and enabled the world access to leading edge chips. At 5nm they extended it! At 3 nm they make chips for every major tech company and at 2nm it will be a repeat.Look at their CAPEX investment and from that you can infer their revenue increase. Remember that all their prior investments in huge advanced capacity is still making chips and depreciation is going to 0 and margins from those nodes will explode!blockade and demand access and cause a 30% pullback, yes but all those related companies will fall 50%, good buying before they come roaring back
$NVIDIA Corp(NVDA)$Mustafaya Suleyman, head of Google AI, said last week in an interview with the Economist, that the big cloud suppliers like Google $Alphabet(GOOG)$ , Microsoft $Microsoft(MSFT)$ , Meta $Meta Platforms, Inc.(META)$ have cut access to LLM prices by 70% this year because of fierce competition. Which, if you think about it, lowers the ROI on NVDA chips. Do a YouTube search to see the interview for yourself. He expects most AIs to be personal and run locally. Not NVDA’s forte. Sell the stock.
$AMC Entertainment(AMC)$First week in August I think they report and we might have an odds on chance for a solid quarter. That would make two in a row and would be a first since the merger. Catch everyone leaning the other way. WBD is mispriced if FCF and deleveraging is able to be maintained. I read some article somewhere expecting positive earnings in the second half...and that would be nice.
$PDD Holdings Inc(PDD)$I'm feeling hesitant about holding onto Pinduoduo (PDD) . Amazon $Amazon.com(AMZN)$ , a leader in the same industry, is hitting new highs. Despite Pinduoduo stock price continues to decline due to its different origin. Recently, I've decided to retreat again! It seems that choosing where to invest matters more than effort. Meanwhile, holding stocks in the seven giants of the US market appears to yield vastly different returns.
$AMC Entertainment(AMC)$AMC discussing the debt they can’t pay. Thats not a good sign. What’s he gonna do. Another split. Try to have retail save them again. 4.6 billon in debt. 1b market cap. Do the math. It’s not about hopes and dreams. It’s numbers. Where are all these shares you speak of and why haven’t they caused what you say they will yet. It’s always gonna happen tomorrow but it never does which means it doesn’t ever have to. Accept it. This is like 40c pre-split. How much worse can it get. Noe he’s gonna split 4 bucks. When is issuing new shares yearly to cover debt a solid business plan. Who believes that company is growing.
$Alibaba(BABA)$Seriously guys, stop trading only using technical charts. It make me laugh a tons when I see target or resistance this morning of 80$. If you look at company numbers, balance sheet. Growth, price ratio! You will not sell short here or sell your share if it hit 80$. You can't find this type of quality company & size at these price ratio in North America. You will most likely find bubble valuation in the US. The only reason stocks get into ridiculously low valuation or bubble territory is because of humans are emotional creature. It is the game of the shorts to make you believe the stock worth 75$, just like when they shorted META down to 86$ 2 years ago... Find me 1 mega cap in the U.S. who bought back