cheezzy
cheezzy
Writes blog posts sharing experiences in the US stock market.
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avatarcheezzy
2024-03-26
$ARM Holdings Ltd(ARM)$ There are very successful stocks that have a forward pe of 300% in this sector..Something like that is way more flirting with disaster imo.This stock has been hovering at 133 for 28 trading sessions now(so 5+ weeks). For all the claims of it being overpriced, it has not sold off. The moving average C/D appears to be showing an incoming uptrend and likely breakout. If it was going to move back to it's pre earnings price range of 70 bucks, surely it would have done that by now. Instead it's been consolidating, allowing the value to catch up to the price.I think this is a good buy, particularly if it breaks resistance at 143.
avatarcheezzy
2024-05-10
$Tesla Motors(TSLA)$ Did you notice the off-road vehicle used on his propaganda had RC on it Release Candidate? The Top Gear off-road video of the Cybertruck one week prior emphasizes his lies.What about the fact that isopropyl alcohol is all that's needed to wipe off industrial iron pollution, rust, off the Cybertruck. Since the rust isn't from the steel but rather industrial pollution it isn't penetrating the steel.The liberals are in desperation mode against Tesla. FSD v12.4 will be first hands free version, Robotaxi is about to be unveiled, Tesla energy is growing as fast as Elon predicted, model 3 redesign is selling, Cybertruck orders even at higher price and delivery in 2026 are growing faster than Rivian, while co
avatarcheezzy
2024-04-19
$MicroStrategy(MSTR)$ still long on this but I made a mistake not selling my 100 shares I bought at 1180 early this morning. Should have sold around 1250 midday when I posted I was considering it but didnt. Oh well, tough lesson learned. For some strange reason still feel there is room to run up tomorrow. We will see. Good eve to all.Halving does have any real effect until 6 months after. Let’s get Bitcoin to 85K with ETF ‘s here and now Asia. Jan 2025 Bitcoin should be 125,000. MSTR 4500.00 Be patient and get paid. omgMICROSTRATEGY STOCK SEES IMPRESSIVE SURGE AS BITCOIN MAINTAINS BULL RUN | BULB
avatarcheezzy
2024-04-09
TSMC $Taiwan Semiconductor Manufacturing(TSM)$ engineers were back at work within 24 hours of the massive earthquakes in Taiwan. They were busy fixing the damages caused by the earthquake. Most of the machines were back online within a few days. That's impressive dedication to getting the work done. I am long TSM until at least $170.
avatarcheezzy
2023-03-23
$Allbirds, Inc.(BIRD)$ Frustrated. Received an email from Allbirds regarding their new carbon zero shoe and that they are open sourcing to the industry.When on your knees I don't see that as a positive giving away intellectual property. Shareholders have already had huge losses in share price.Looking forward to the Nike carbon zero shoe.
avatarcheezzy
2024-05-08
$Walt Disney(DIS)$ It’s a trailing metric. You don’t know the future PE, can only speculate. Speculation drives stock prices. If (god willing) they can get back to 15% profit, the stock will be way higher and then pe lowerPE is still a crazy high 65 after today's big downturn? Wow, waaaay overpriced. This will settle to 2023 levels where it belongs. Only, ONLY reason this went up from the 80s was because Peltz might get on the board...well, in true backwards thinking, the stock went to 123 when Peltz did not get on the board---of course that was the perfect shorting opportunity as literally nothing has changed with the dumpster fire known as Disney.
avatarcheezzy
2022-12-14
$Palantir Technologies Inc.(PLTR)$ Today I bet JW Janitor bought and sold at the daily high and low making him $10k+. Miraculously he's done this every day for the past year. It's true he makes several million dollars a year in profit yet still spends every day posting on a public forum. Please don't judge him
avatarcheezzy
2023-03-21
Still counting on a May 6 big announcement as Vickie heads to Omaha. Hope we are not disappointed. Watch the stock gravitate higher the closer we get. And the float on the share count keeps getting smaller and smaller between WB buying. Treasury Stock Buyback Program and 83% of shares outstanding held by institutions. I would add short squeeze but I don't think at this time anyone would be so bold or foolish to have a short position in OXY given the current risk/reward calculus.$Occidental(OXY)$
avatarcheezzy
2022-07-13

Don't Ignore The Fact That This Insider Just Sold Some Shares In Meituan

We wouldn't blame $MEITUAN-W(03690)$ shareholders if they were a little worried about the fact that Rongjun Mu, the Co-Founder recently netted about HK$33m selling shares at an average price of HK$196. That sale reduced their total holding by 17% which is hardly insignificant, but far from the worst we've seen.The Last 12 Months Of Insider Transactions At MeituanIn the last twelve months, the biggest single sale by an insider was when the insider, Nanpeng Shen, sold HK$768m worth of shares at a price of HK$287 per share. We generally don't like to see insider selling, but the lower the sale price, the more it concerns us. The silver lining is that this sell-down took place above the latest price (HK$198). So it is hard to draw any strong conclu
Don't Ignore The Fact That This Insider Just Sold Some Shares In Meituan
avatarcheezzy
2022-04-06
Yangzijiang Shipbuilding's shareholders set to vote on spinning off fund management arm for an SGX listing. The spin-off is expected to have a market capitalization of S$4.26 billion ($3.14 billion) after the planned listing, a company filing said. By separating the shipbuilding business from the investment business, the proposed spin-off will enable the market to accord an appropriate value to each of the principal businesses currently held within the group, based on their respective performance and growth potential,» Yangzijiang Shipbuilding said.$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$

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