$Walt Disney(DIS)$ acquiring ESPN and the rest of HULU as well as streamlining Disney+ and focusing on quality over quantity will send us back over $200 this year. Based on last quarter, going from 1.5b to 0.5b in losses from streaming, I expect a major beat on EPS in February sends us to $120+
$Amazon.com(AMZN)$ Realize the game here people. 50 million shares a day on average. Meaning 7.5 trillion trades daily. The guys that need to swing a billion to really make money can't do it in the majority of the S&P 500 companies without moving the price too much...so they play here for pennies and nickels each share running statistical arbitrage.If you look at the valuation here, it is laughable and has been laughable for decades. The game is trading volume, no matter what the valuation is...that is the game of Wall Street. Be cautious, as a fair value here is closer to a 50% drop. But yes, you can talk if you hold different opinions.
$Boeing(BA)$ It is kind of risky going heavy on Boeing here.The market is extremely overbought. Nasdaq just made a new ATH and could have a pullback next week.With the market getting a pullback, BA will surely have one too. That's just how the stock market works.If you are getting calls, get them with enough time (at least 20 days out).
$Apple(AAPL)$ Apple more growth is certainly possible but it's not fast enough for greedy investors looking for double-digit growth every year. People keep saying Apple is dying just because growth has slowed. I would be satisfied if Apple only had single-digit growth for the next few years. Most investors would be quite unhappy hearing something like that. I'm just not that greedy as a senior investor.
$Coinbase Global, Inc.(COIN)$ THis is a stock that will grow in tandem with BTC/Cryptos/Alts. There are few headwinds. However we will comeback to revisit this stock at 500+ in 3 years. There is absolutely no stopping the frenzy. I may sound lunatic here but so were people who paid for a Pizza with BTC years ago. Or even people who said BTC not going above USD 100 ever. as in EVER.Give this time. 500 in 3 years.
$Walt Disney(DIS)$ Another debacle for Dismal Disney: The computers at Disneyland went down. So everyone with Genie+ and Lightning Lane got skrewed. 2.5 hour wait in line to straighten out at customer services. Still a mess because no way they could retrieve the information because computers never came back up. So if you paid a premium and had reservations for rides at 10AM, 2PM and 5PM, you were out of luck. Wow!This could never happen at Universal because they dont have this bizarrely complicated reservation system there. If you get fastpass with Universal, they give out a card that allows you to skip the line. If computers went down, you'd still have the card as proof you have fastpass and be fine for the day.The cash
$Grayscale Bitcoin Trust(GBTC)$ It's only a matter of time before Grayscale is sold to some other large fund by DCG. With AUM shrinking currently under GBTC, you might think that it would be difficult for DCG to convince others of Grayscale's value. But you have to realize that Grayscale isn't going to lose but so much AUM, and eventually, Bitcoin is going to go way up and that will ONLY increase the sponsorship rights to GBTC in the future. That it is spun off is a matter of when and not if, IMHO.
$SoFi Technologies Inc.(SOFI)$ I’ve been watching SOFI and investing in and out of it for about 10 months now. I got in around the 4s and preached that it would double. I got out in the 6s made a few bucks and started investing in other stocks. I then ended up buying when it was in the 10 range and over the next 6 months I averaged down to 8.28 and held a large bag for months and months. Ended up selling 8 out of 12k shares on the 28th for a healthy profit. Held on to the rest and watched it come down and down. I’ve since added to a total of 7250 shares at 8.24 and have 490 1/26 calls at 8.50 for an average cost of .33. Those are currently at .27. I am currently down on the the new trade although not as much as I was this morning but I sure as hec
$Marathon Digital Holdings Inc(MARA)$ The SECRET to making money (LOTS of money) , in MARA stock, (and this works for not longs and shorts) is to only look at the WEEKLY chart. To do otherwise is to become your own worst enemy where the “NOISE” kills you. PS. You don’t need anything fancy for analysis either. The standard canned indicators work just fine!
$Meta Platforms, Inc.(META)$ Its been a good run Meta/Facebook. I trimmed a ton after a 174% gain since owned. I still own in my IRA and will stay long. Now watch it run up more and I will wish I had kept it all running! I swear its harder to sell than buy for me. Always feel like I'm leaving chips on the table. Had to take some profit........so I did. Still love the stock but needed some cash. Good luck longs.