Shyon
11-02 18:12

I would pay the closest attention to $Tesla Motors(TSLA)$ and $Broadcom(AVGO)$ . Tesla’s long-term potential in AI, robotaxi and energy remains attractive, but I would not base my investment decision mainly on a possible $SpaceX(SPCX)$ deal. I want to see real progress in its core business before becoming more bullish.

For Broadcom, I believe AI infrastructure demand remains a strong long-term theme. However, customer financing and actual revenue conversion are important. Strong spending commitments mean little if they cannot eventually translate into sustainable earnings and cash flow.

Overall, I do not make investment decisions based on analyst upgrades or downgrades alone. I prefer to look at business fundamentals, valuation and execution. I would rather accumulate gradually during meaningful pullbacks than chase a stock simply because analysts have raised their targets.

@Tiger_comments @TigerStars @TigerClub @TigerPicks

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  • Emilian
    ·00:01
    TOP
    This week is a minefield for retail traders. Trading election night volatility is an easy way to blow up an account, especially with crude holding above $100. With expected rate hikes in Australia and the UK, weakening US hiring, and Palantir priced for perfection, there is far too much downside risk to take aggressive positions.
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  • Wrap on Pointe
    ·09:35
    Despite much positive analysis for SpaceX and the potential merger between SpaceX and Tesla, the price didn't move much. This is kind of interesting to note how things to go in months to come.
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  • Michane
    ·02:00
    u have highlighted a gd point! [Salute]
    the issue is business fundamentals didn't seem to always work out,
    so some stocks r like just "hold on" for gd?
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  • 1PC
    ·11-02 21:06
    Nice Sharing 😁 @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000
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  • Brando741319
    ·00:09
    Good
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