Lio23
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Seems like a case whereby Ford understands that the EV truck space is dominated by Rivan, so FORD wants to find its own niche by being in the EV hybrid space. This is not bad news for Rivan but rather good news for Rivan, as there is less one competitor in the EV truck space.
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With the the transformation of its busines which is in place and has been in place for a short while, I am more than certian that Intel will be back as a player in the semi-con industry. This article take away the rise from the goverment support. With the support from the goverment, alot can be achieved. Here we are bashing a company that announced on their mistake and is taking active steps to rectify on its mistakes, which we can see over the weeks. Does it really make sense or they trying to bash the price down so that they can pick up more shares? or worst all short sell. One last point, Intel has it supporters and long term customers that have stood in and reinforced partnership; i.e Amazon. What does this show? My view is a buy and hold, soon Intel will be back.
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$Alibaba(BABA)$ I think we need to understand why PDD's outlook is very bleak. It is because PDD is starting to lose market share to Alibaba and JD. Alibaba has been investing heavily in AI so as to improve on its customer acquisition and customer experience and it is showing to work. PDD is way behind on this aspect. Further more, Alibaba has diversified into other business segments, such as DATA centers and AI, which PDD lacking behind. Objectively, BABA is a different company compared to PDD. so bleak outlook from PDD should not constitute to a heavy drop in share price of Alibaba
Part 1 My view on this report - It can be misleading with certain important points omitted. Further more the report is quite pessimistic. The reports from bloombergs previously stated that the White House will not support a foreign entity controlling Intel factories , however it also did mention that a Joint Venture between a foreign entity and local US semiconductor entities can be possible. With the 2 companies TSMC and Broadcom in the picture, it fits the above stated which makes the deal possible. There are many variables on how the structure will be like, but I am certain that it will be positive to the value of the shareholders.
Tech Trader: Intel's Future Still Looks Murky. Don't Chase the Stock. -- Barron's
Part 2 Yes, this deal is at its early stage, but it is a very real deal and both TSMC and Broadcom have trusted sources acknowledged that they both separately are exploring into the possibilities of a M&A with Intel although it is in the initial stages. This shows that it is not rumours and the deal is in its making. Furthermore the United States Vice President did stated on the need for US based chip foundries. It does make logical sense that Intel a homegrown US company with US foundries will be positively targeted and protected. In addition reports from Singapore Business Times cited that the Executive Chairman of Intel is heading discussions on M&A for the boosting of shareholder’s value.
Tech Trader: Intel's Future Still Looks Murky. Don't Chase the Stock. -- Barron's
Part 3 With regard to the Anti Trust laws, if TSMC invest under 20% into Intel, it can circumvent such a law. My point is there are many variable on the M&A structure, but more importantly, it is the Direction of the USA to save Intel and when the nation is behind the company, there is alot of hope. Lastly I would also like to point out that if the direction is for Intel to go through a M&A procedure, it will not make a lot of sense for any good CEO to join the company. It is like joining a company and preparing to be on the chopping board. The current interim CEO whom is also the CFO for Intel can do the job very well as that is more of the CFO’s job to oversee M&As. After the M&A is completed or finalised, the newly formed entity can hire a good CEO.
Tech Trader: Intel's Future Still Looks Murky. Don't Chase the Stock. -- Barron's
Now this make sense on why the old CEO was ousted. Foundry was his baby and he probably fought the board on spinning off the Foundry business. I guess everyone is too impatient to wait for unconfirmed success. quarter after quarter bleed can be very painful and draining. Upward trend from now on!! 🤞🏻
Intel Exec Says Complete Separation of Foundry and Product Business Is "an Open Question"
Increment in revenue YoY and EPS increased 👍🏻👍🏻👍🏻
U.S.-Listed Shares of Alibaba Reverse Premarket Gains, Down 3%
Reinforcing a partnership does not show weakness but rather strength. If Intel was that bad, AWS has the freewill to explore other options which it didn't. There is a bigger play in this. In addition the Goverment is behind Intel, so Intel should be quite safe. 25 billion debt to total equity seems safe on the balance sheet. I'll go for a mid term play.
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$Tiger Brokers(TIGR)$$9-$10 waiting
$HORIZONROBOT-W(09660)$ China's very own chip maker!!! 👍🏻👍🏻👍🏻
$Tiger Brokers(TIGR)$Why is Robinhood Markets valued at USD$18billion and Tiger valued at current priceof USD$700 plus million? Looking for a Tiger rebound soon!
$Tiger Brokers(TIGR)$5,6,7,8,9,10🚀🚀🚀
$Alibaba(BABA)$An above the board sales of Weibo would generate more positive cash flow. If thereis nothing interesting to invest in, the next step to increase shareholders share value could be to repurchasing of shares. The positive news is that there is possibly no delisting and the core businesses of BABA are still intact and profit making. Still holdingtight!!
$Tiger Brokers(TIGR)$lets invite the year of the tiger with a Bang. Just load up again!!!
Liking all the positive news that is surrounding Intel this year. Its time to gain ground, market share and Value for the shareholders!
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$Tiger Brokers(TIGR)$ I am very disappointed with the service of Tiger brokers. I had my margins adjusted without notification with cause me to make a loss on my trades. Very disappointing
Good news for META. From what I read, seems like; META has the experience to ensure that it is stays within the law and keep it services available within Brazil
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Small loss for a company like BABA. Trim off the fats and focus on the important race. Good move
Alibaba to Record $1.3 Billion Loss in Sale of Intime Stores
3 negative points. But the whole picture is better than what it really is. Its like taking a small verse from the Bible and making a conclusion basing on that small verse. Tell the whole story. Having the government to support the company is adequate Reason to invest in Intel
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