$Sirius XM(SIRI)$ In the in-car environment, Sirius and streaming platforms like $Spotify Technology S.A.(SPOT)$ may appear similar, but they serve entirely different user needs. For long-haul drivers or those who spend extended hours behind the wheel, traditional-style radio remains the preferred choice. Streaming services often suffer from recommendation fatigue,once you've heard enough playlists, the novelty wears off. Sirius, on the other hand, offers live hosts, curated channels, and a dynamic listening experience that keeps things fresh. This differentiation significantly reduces the risk of Sirius being replaced by streaming in the car and reinforces its moat in the automotive audio space.
$Walt Disney(DIS)$ acquiring ESPN and the rest of HULU as well as streamlining Disney+ and focusing on quality over quantity will send us back over $200 this year. Based on last quarter, going from 1.5b to 0.5b in losses from streaming, I expect a major beat on EPS in February sends us to $120+
$YUNJI(02670)$ ’s private-domain e-commerce rebound was a pleasant surprise—booked a small profit! Used my Cash Boost first trade to catch the Contra 688 promo, SGD688 voucher arrived smoothly. Community retail thesis still holds—I’m holding firm.
$MicroStrategy(MSTR)$ It’s starting to rise again, with the resistance level around $400. For the next phase, we still need to keep an eye on MSTR and $Coinbase Global, Inc.(COIN)$ , as they will likely lead the way in the crypto stock sector. While mining stocks do offer some potential, they can be quite volatile and exhausting to trade.
$Intel(INTC)$ is taking off, and the profits are real!With Trump's return, the new wave of tech-nationalist policies and government subsidies are boosting Intel's resurgence!Decades of accumulation and solid Book Value, Intel is not just a PPT dream, but a tangible powerhouse for the future. This is more than history; it’s a strong foundation for the future.
$Apple(AAPL)$ Apple more growth is certainly possible but it's not fast enough for greedy investors looking for double-digit growth every year. People keep saying Apple is dying just because growth has slowed. I would be satisfied if Apple only had single-digit growth for the next few years. Most investors would be quite unhappy hearing something like that. I'm just not that greedy as a senior investor.
$Palantir Technologies Inc.(PLTR)$ Heard people say government contracts dwindling- plz dont make me laugh- dont forget folks there r only 3 companys with level 6 clearance for the US government amazon- to deliver packages, miocrosoft- to deliver computer hardware and palantir to deliver software-the only reason tht the last military contract was 115m for a year was tht pltr was so efficient with the work tht they had done at the beginning of the contract tht pltr saved the US gov 4b $ and knocked a year off the time frame to produce the desired outcome- they r only there now to maintain the work tht they have already performed. research it - its all there.
$SoFi Technologies Inc.(SOFI)$ I’ve been watching SOFI and investing in and out of it for about 10 months now. I got in around the 4s and preached that it would double. I got out in the 6s made a few bucks and started investing in other stocks. I then ended up buying when it was in the 10 range and over the next 6 months I averaged down to 8.28 and held a large bag for months and months. Ended up selling 8 out of 12k shares on the 28th for a healthy profit. Held on to the rest and watched it come down and down. I’ve since added to a total of 7250 shares at 8.24 and have 490 1/26 calls at 8.50 for an average cost of .33. Those are currently at .27. I am currently down on the the new trade although not as much as I was this morning but I sure as hec