Patsusha

    • PatsushaPatsusha
      ·05-14 14:02
      $GameStop(GME)$ What IF Elon came in and tweeted he likes Gamestop and is taking a positon (even if for kicks.... why not, he loves video games) it would ignite this like no other... making roarin kitty look like a pussycat... I would extimate 10x (1,000%) to $350.00 within two days max.
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    • PatsushaPatsusha
      ·05-13 15:39
      $Amazon.com(AMZN)$ AMZN's an excellent long-term growth investment. Amazon's long term potential based heavily on AWS, AI, Advertising and eventually Internet Worldwide is massive. I would not rule out a $6 Trillion market cap within 5 years.
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    • PatsushaPatsusha
      ·05-10
      $Roblox Corporation(RBLX)$ Roblox plunges 20% after trashy 2024 guidance. Friendly reminder that this ShitCo only exists to pay out share based compensation to its employees. Barely any FCF generated - and that's before SBC, which is an expense. Uninvestible.
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    • PatsushaPatsusha
      ·05-10
      $Alphabet(GOOG)$ Google is continuing to negotiate the possible acquisition of the Salesforce competitor. Sure hope Google doesn't grossly overpay. I wouldn't be surprised if it becomes a dilutive stock deal to preserve cash reserve for AI capital expansion, stock buybacks, dividends, and defending multiple lawsuits. Opinions welcomed.
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    • PatsushaPatsusha
      ·05-09
      $Walt Disney(DIS)$ had a nasty sell off. Using 16H chart, it dropped to the FVG however, a knife like that doesn’t usually recover right away and may sell off more. Disclosure, I have full position from mid $80s, this hurts, but not worried about it long term.
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    • PatsushaPatsusha
      ·05-07
      $PDD Holdings Inc(PDD)$ 2024 will be the year for Chinese stocks in general for the following reasons: 1. Chinese economy will continue to improve with less deflationary pressures 2. Issues with property sector resolved 3. More revenue and profits for Chinese companies rising in tandem with the expanding BRIC initiatives 4. Reduction of interest rates by Fed 5. Expiry of SoftBank variable forward contract 6.Chinese stocks, are cheap and undervalued. 7.China will continue to overcome whatever restrictions imposed through innovations
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    • PatsushaPatsusha
      ·05-06
      $Advanced Micro Devices(AMD)$ AMD is valued not as an AI company. The stock price was $150 two years ago, that was well before AI took off. I'd say, AMD was gaining ground due to AI when it briefly went over $200. I am now patiently waiting for AMD to gain firm confidence as a rival to Nvidia's $NVIDIA Corp(NVDA)$ dominance, once that happens, the stock will travel past $200 once again, except it won't be for only a brief period of time, and it will continue upwards, perhaps as high as $300 by years end, or somewhere into early 2025.
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    • PatsushaPatsusha
      ·04-26
      $JD.com(JD)$ some traders had used to complain that JD had no legs, and we couldn't get a follow through move in HK (After a good up-day here). Taking a look today at 9618.HK, and from the last few days.....We are now! Enjoy the rally. Unstoppable momentum! Furthermore, dividend money in our pocket soon!
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    • PatsushaPatsusha
      ·04-26
      $Snap Inc(SNAP)$ How many companies would be up 25% if they reported they lost 305 million dollars, and lost .19 per share, and they only have 38 million cash flow, an hysterical drop from 103 million a year ago. 63% decline... and their operating cash flow decreased to 88 million from 151 million.. A decrease of 42%, and they make zero profit. Normally the CEO would be fired, and the stock would tank.
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    • PatsushaPatsusha
      ·04-25
      $Intel(INTC)$ 90% of the major semiconductor names are down right now in the after hours. Except for the crown jewel of the US. Miss or Beat is irrelevant. All that matters now is how essential they are for the future of AI chips manufactured domestically. Lastly guidance could change but it shows and upward trend after this eps report. The only thing that might cut our legs out from under us is poor GDP + PCE data prints. My short term hedge = 5x NVDA puts + 10x INTC calls. You do you, but this smells like massive opportunity imo.
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