zookie
zookie
Enjoys making calculated investments in U.S. stocks for future wealth and stability
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avatarzookie
2024-07-26
$Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ and its EPS at both trough and peak are much lower than the 2018 DRAM cycle when MU peaked at 64 vs peaking at 140 this time.I almost always get burnt shorting so i tend to not do it unless I REAALY have a good reason (i shorted AMD at 226 lol) but MU at 140 was such a clear and obvious short
avatarzookie
2024-07-11
$Alibaba(BABA)$ $PDD Holdings Inc(PDD)$ $JD.com(JD)$ you can do a relative valuation to their biggest competitors in China namely PDD and JD and it's so obvious BABA is a triple.For PDD they are the same market cap as BABA but have half the cash flow so on their valuation BABA is a double (I don't trust PDD numbers eithers won't get into that and assuming all being equal).For JD, they make 2.5B in EBITDA (I prefer that to their cash flow which is less accurate) whereas BABA is 20B cash flow. So on JD valuation of real operating income, JD is currently at 40B and making 1/10 of the cash flow BABA is so BABA would be valued 400B (again can de
avatarzookie
2023-07-11

Google: 2 Ways To Generate Yield From This Growth Stock

What's the latest on Google stock?Playing catchup in AIHave you ever seen a football play where the offense snaps the ball while the defense is still milling about, not set? This is a terrific analogy for Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) position when ChatGPT became the rage. Luckily, being caught flatfooted on one play does not mean the game is lost.Many commentators and investors soured on Google after Microsoft invested billions in ChatGPT to bring its technology to Bing. But the demise of Google Search is greatly exaggerated. According to the latest data on Statista, Google Search held 85.5% of the desktop search market compared to 8.2% for Bing as of March 2023. Google's share is slightly higher than it was upon ChatGPT's release.Alphabet is urgently pushing its artif
Google: 2 Ways To Generate Yield From This Growth Stock
avatarzookie
2023-08-14

Rigetti Computing Stock: Too Early To Buy The Hype

квантовый компьютерBartlomiej Wroblewski/iStock via Getty ImagesInvestment ThesisRigetti Computing, Inc. (NASDAQ:RGTI) stock is on fire after Q2 earnings release. Revenue growth demonstrates strong momentum, and the company delivered solid improvement in cost control, which enabled the company to push the gross margin above 80% and decrease operating losses.While Rigetti's financial performance is improving notably, the company is still burning cash, and the management expects that it will face the need to raise additional capital in late 2024. Given the harsh environment and tight credit conditions, this can be a difficult task. The company operates in a rapidly evolving quantum computing industry, but there is a vast level of uncertainty regarding the company's ability to achieve profita
Rigetti Computing Stock: Too Early To Buy The Hype
avatarzookie
2024-07-02
$Alibaba(BABA)$ i wouldn't mind getting a ATM lotto ticket on this expiring in 80 days.In addition ,it is the money that i wouldn't mind losing fully. the pattern is there (although not strong). And the volume is showing weakening of sellers!
avatarzookie
2023-04-07
For all you dorks who don’t know much, SECO is on SSR today, so don’t get all stoked simply because it didn’t get smashed today. $Secoo(SECO)$
avatarzookie
2024-04-03

elon musk, this arrogant idiot, is 60% responsible

$Tesla Motors(TSLA)$ 100 back to bottoming. tesla's sales collapsed. i think musk, this arrogant idiot, is 60% responsible, followed by the rise of hybrid and range-extended cars.musk hesitating to develop new models. it's likely that only recently, after realizing the situation wasn't right, did he start thinking about the next generation of cheaper models. the new car probably won't be globally produced until 2026, with no preparation beforehand. $XIAOMI-W(01810)$ took about the same time from announcing to mass production; everything has cooled off. munger hit musk's personality flaw on the nose, too arrogant, thinking that relying on two rough house
elon musk, this arrogant idiot, is 60% responsible
avatarzookie
2024-04-11

mtia/gaudi3 gonna theraten NVDA?

$NVIDIA Corp(NVDA)$ to the moonnvidia's b200 gpu outperforms intel's gaudi3 by 1.5 times in ai computing performance with 20 petaflops of fp8 performancenvidia's rapid iteration rate also contributes to its dominance with fp6 performance being 2.5 times that of the previous h100 generation providing unparalleled computing power for the ai and data center marketsalthough intel has made improvements in energy efficiency, nvidia still holds the lead in crucial ai performance indicatorsprocess technology: $Meta Platforms, Inc.(META)$ 's mtia chip adopts 5-nanometer process technology $Intel(INTC)$ 's gaudi 3 ai acce
mtia/gaudi3 gonna theraten NVDA?
avatarzookie
2024-09-03
$Coinbase Global, Inc.(COIN)$ very possible that a HL is either in or coming very soon, possible upward movement for a HH around the level btw 230-244, most like reach around October. Will be keeping an eye out for confirmation for entry for upside potential.
avatarzookie
2023-03-23

Grab: Upgrading Our Rating To Hold Based On Valuation

Grab is paving the way to be a digital bank too. Already got the licence to operate. They focus mainly on digital and do payment service, transportation, delivery and many more. Private investor like sovereign funds and others already bought in before ipo. Go to Thailand, Vietnam, Malaysia, Singapore to name a few countries where Grab take up almost 90% market share in that country itself. Once boarder open and tourism back close to normal, revenue going to rocket again. They threw incentives to Drivers and gain market share like crazy right front the start. Even though I regretted buying early on ipo day. I am alright to own 3k share for now. Very good luck to all the Longs. Cheers and hang on. Let the dust settle and make good profit.$Grab Holdings(
Grab: Upgrading Our Rating To Hold Based On Valuation

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