NoraPoe
NoraPoe
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avatarNoraPoe
2024-08-30
$Sea Ltd(SE)$ Losing big time market share to Chinese companies, revenue is tanking, the company is fundamentally garbage, but the stock price goes from $50 to $80 in a blink of an eye.The US Stock Market is a Fraudulent system. SE's current insane Overvaluation is impossible to justify. The stock is not pricing any bad news.
avatarNoraPoe
2024-09-12
$Apple(AAPL)$ The difference between iPhone 15 and 16? A shinier camera... which will cost you $1K more.
avatarNoraPoe
2024-09-10
$GameStop(GME)$ Why isn’t GME price $67 yet? Some dude the other week said it would multiple and would be at least $67? He had secret Bloomberg data.
avatarNoraPoe
2024-09-20
$SoFi Technologies Inc.(SOFI)$ $15 soon massive acceleration into all 3 revenue streams with the feds decisionTailwinds will emerge from the feds unexpected .50BPS rate cut which will skyrocket the loan book fair values, sofi will be able to acquire more asset backed loans in the mortgage segment where they have a 1% market share
avatarNoraPoe
2025-07-10
$Tesla Motors(TSLA)$ 's recent performance is solid. As the EV leader, its position remains strong with steady progress in autonomous driving and energy. Market volatility persists, but long-term innovation and brand power are promising. Holding for the future.
avatarNoraPoe
2025-06-17
$Alibaba(BABA)$ Cloud has two key advantages: It’s among the top-tier players in large language models, and as the PaaS and SaaS layers grow in importance, this edge will stand out more. It has a strong foothold in China and the broader Asia-Pacific region, which will account for a growing share of the global cloud market. With the global cloud industry expected to grow at ~20% CAGR over the next decade, Alibaba Cloud has massive long-term upside potential.
avatarNoraPoe
2024-09-10
$Microsoft(MSFT)$ buy MSFT in mass and hold. MSFT fundamentals and biz scope rocks. XBOX in huge demand now Q3, AI is huge for MSFT. expect 450 break this week.
avatarNoraPoe
2024-09-13
$Taiwan Semiconductor Manufacturing(TSM)$ META $Meta Platforms, Inc.(META)$ , Google $Alphabet(GOOG)$ and Amazon $Amazon.com(AMZN)$ are designing their own AI chips. Guess which company makes them, TSMC. Even Intel AI chip Gaudi 3, x86 processors Lunar Lake and Arrow Lake are made by TSMC. TSMC has no competition.
avatarNoraPoe
2021-09-18

How Elon lied about former Tesla engineer who created Tesla ModelS and now is CEO of Lucid Motors

$Tesla Motors(TSLA)$ $Lucid Group Inc(LCID)$ Possibly the truth:"Elon reached out to me and said, look, I've got a bloody disaster on my hands, will you come and join us? I joined the company and I checked out where they were at. I remember it vividly. After the first few days at Tesla, I went to see Elon at Space-X on a Friday and he asked me: What do you think? I said Elon, it's a disaster. You're going to have to start again. He asked everything? I said yes, look, I know how to do this, let me design Model S from scratch. Elon asked: What, you mean nothing (can be saved)? I said if you want the best car, then trust me, it's from scratch. I thought well, he can only fire me, but he didn't, he said do it - and
How Elon lied about former Tesla engineer who created Tesla ModelS and now is CEO of Lucid Motors
avatarNoraPoe
2025-08-04
$Baidu(BIDU)$ is starting to flex those AI muscles! ERNIE 4.0 and Apollo looking juicy - this small gain just the appetizer. Holding for the main course when AI hype kicks in!

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