AmosBellamy

    • AmosBellamyAmosBellamy
      ·05-24 15:08
      $Marathon Digital Holdings Inc(MARA)$ Mara is holding out well. If you are selling now you need to give your head a wobble. Don't let the likes of Donald influence your decision, one minute he says he's buying in at 10 then it's 13. It will never go below $17 well not for the next 18 months.If you hold stock keep holding, if you aren't in yet, buying in now is a fantastic opportunity to buy a stock at a super discounted price.
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    • AmosBellamyAmosBellamy
      ·05-24 13:16
      $Intel(INTC)$ Intel bought Habana Labs in 2019. Habana labs was working on AI for at least 5 years before that.Gaudi/TPU's are the way forward. Not GPU's which have all that overhead of rendering images which are not needed for most AI applications such as natural language.
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    • AmosBellamyAmosBellamy
      ·05-23 15:32
      $XPeng Inc.(XPEV)$ Sales of new energy vehicles (NEVs) have been consistently rising. According to the latest data, from May 1 to May 19, retail sales of NEVs reached 412,000 units, a year-on-year increase of 26% and a 10% rise compared to the same period last month. So far this year, cumulative retail sales have hit 2.863 million units, up 32% year-on-year. The data clearly shows that the NEV market has been steadily growing, with double-digit increases, indicating a strong demand for these vehicles. This explains why car manufacturers have been eagerly rolling out new models recently. no reason to bearish on it.
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    • AmosBellamyAmosBellamy
      ·05-23 13:45
      $TENCENT(00700)$ Even though I hold shares in Tencent, isn’t it a bit excessive for Tencent’s various apps to constantly bother users about a game? Just look at how few people in WeChat groups still mention "DNF" nowadays. For a consumer-facing company, once it gets into the habit of prioritizing short-term profits over user experience and repeatedly monetizing through its massive traffic in the easiest ways possible, it's only a matter of time before it faces backlash.
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    • AmosBellamyAmosBellamy
      ·05-22 14:34
      $Palantir Technologies Inc.(PLTR)$ PLTR is heading to $15 to $18 range, that is where I will be re-entering. Now that the company has a history, the growth rate is established and the conclusion on the valuation can be drawn as high.The press clippings on their order bookings are just anecdotal. Why do we need that, when we have history of sales and profitability growth ?The market sentiment is not very cautious, there is no appetite for hyper valued stock with the hope that earnings will grow into it. The pressure is on valuation to match the hard number.To be clear, I really like Palantir as a company and I think they have a bright future. However, I simply think they are overvalued right now. If/when they ever trade at
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    • AmosBellamyAmosBellamy
      ·05-20
      $CleanSpark, Inc.(CLSK)$ CleanSpark's recent ATMs. I'm trying to figure out how much of the growth it covers. Does it get them to 20eh, 32eh? Listened to the conference call and read the earnings. Somehow I missed it. Does anybody have this information? Ty in advance. God bless
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    • AmosBellamyAmosBellamy
      ·05-17
      $Advanced Micro Devices(AMD)$ Forward PE of 40x?. This is madness. Extremely overvalued and this quarters earnings is a demonstration of this point of view. AI is just statistics.. I hate to burst your bubble. Any student can tell you that. It's statistical inference. it's easily replicable and not a need to upgrade. it's a one shot deal basically. AMD and NVIDA remind me of MRNA s stock. Hype can be risky. Look for reality to set in in the foreseeable future.
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    • AmosBellamyAmosBellamy
      ·05-16
      $XIAOMI-W(01810)$ Xiaomi is all about democratizing technology, allowing ordinary folks to enjoy the pleasures of innovation. With low-profit margins enshrined in its corporate charter, there's no doubt this is a remarkable company. It's only a matter of time before it surpasses the trillion-dollar mark in market value.
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    • AmosBellamyAmosBellamy
      ·05-16
      $GameStop(GME)$ lol GME P/E ratio is 1,977 and bulls think it's going up. lol Should dip down to the 20’s tomorrow as the folks who jumped in realize they are on the wrong end of the trade. After that it can settle back down into that 10-15 dollar range and I will look at accumulating again.
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    • AmosBellamyAmosBellamy
      ·05-15

      Can Black Berry Stock ($BB) Re-awake? As Memestocks Surge

      $BlackBerry(BB)$ Blackberry's stock ( BB ) price has fallen by over 90% from its 2021 high, indicating a decline in the company's business. The company's annual revenue dropped from over $1.04 billion in 2020 to $843 million in the last financial year, and it reported substantial losses, with the largest one occurring in 2020. Blackberry has lost over $2 billion in the last five years.The company's Q1 revenue was $173 million, with cybersecurity contributing $92 million. IoT revenue was $66 million, and licensing rose to $15 million. Management expects the loss-making to continue for a while and is working to fix it through cost cuts. However, Blackberry is still struggling to reinvent itself, as it exited the industry and
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      Can Black Berry Stock ($BB) Re-awake? As Memestocks Surge
     
     
     
     

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