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Enid Bertha

    • Enid BerthaEnid Bertha
      ·05:34
      $Meta Platforms, Inc.(META)$ For three straight quarters, selling MSFT and buying META prior to the earnings announcement has been the right play for one reason only. In each of the last three quarters both MSFT and META have issued beats on both earnings and revenues. The singular difference that has resulted in META soaring and MSFT tanking after each of these last three reports has been that MSFT has issued conservative forward guidance. For three straight quarters, META has issued more positive, upbeat guidance while MSFT has sandbagged its future guidance. One would think (although one is unsure) that MSFT management has learned its lesson and is dealing with tempered expectations, so maybe it will no longer need to
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    • Enid BerthaEnid Bertha
      ·04-27 04:19
      $Meta Platforms, Inc.(META)$ Alphabet’s recent earnings may offer a glimpse of what to expect from Meta’s performance next week, and the potential impact could be significant. Meta has previously shown its ability to surge by over $75 on a strong earnings beat, and this time, the movement could be even larger.Should Meta exceed expectations and provide strong forward guidance, the stage could be set for a substantial summer rally. In such a scenario, Meta’s share price reaching new all-time highs, or surpassing them, by the end of June may very well be within reach. Next week’s earnings could mark the beginning of this upward trajectory.Investors should remain prepared and conduct due diligence as Meta approaches what co
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    • Enid BerthaEnid Bertha
      ·04-26
      $Intel(INTC)$ The CEO sounded very intelligent on the earnings call, the fact that this dude is flattening the reporting structure and having the execs report to him speaks volumes to how far he's willing to go to try to transform their models, and also bring together the gaps present between the product and client side. INTC is so big, cutting the fat will help, and spend some of those funds on new talent, which is getting picked off by competitors.
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    • Enid BerthaEnid Bertha
      ·04-23
      $Intel(INTC)$ This was a very very easy trade to make 2 weeks ago. When it fell to the 17s, it was not only trading BELOW book value significantly, it was trading at almost 16 year lows. AND they still produce 62% of all chips in x86 machines. It was market over reaction to previously bad earnings report. The market is often VERY good at pricing things appropriately but SOMETIMES the market is wrong. The market was wrong on this one.
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    • Enid BerthaEnid Bertha
      ·04-23
      $Meta Platforms, Inc.(META)$ You can talk about 740 to 480 or I can talk about 99 to 740. It’s all about perspectives my friends. Don’t let this distract you from the fact that stocks are on sale today and tomorrow for a limited time. BUY BUY BUY and set yourself up for successful gains and strong inevitable returns
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    • Enid BerthaEnid Bertha
      ·04-23
      $Intel(INTC)$ just 2 days ago when the price was around $18, most people thought it was heading to $16. But in reality, the stock market is often driven by big money behind the scenes—when most retail investors are bullish, it crashes; when everyone thinks it’ll keep falling, it suddenly rips higher, so violently that you start questioning reality and can’t even chase it fast enough. And once you’re finally forced to chase in, it crashes again. So don’t try to catch the exact bottom—it’s just not possible. $26 is coming much faster than you expected.
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    • Enid BerthaEnid Bertha
      ·04-21
      $Meta Platforms, Inc.(META)$ Former FTC commissioner says government’s case against META is completely flawed and will have a very hard time convincing the court that META is a monopoly. This is the time to buy shares in the cheap. Buyers loved this at $700 but are now running away at $500???. The core fundamentals and business model has not changed. One man has disrupted the markets with terrible policies. Eventually things will work themselves out and we will be back to business as usual. Be greedy when others are fearful. This is where all the money is made in the markets.
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    • Enid BerthaEnid Bertha
      ·04-21
      $Intel(INTC)$ $Taiwan Semiconductor Manufacturing(TSM)$ As Intel has lagged behind TSMC in manufacturing for nearly a decade now, it's surprising to hear that the latest industry speculation is that Intel's upcoming 18A process may in fact be superior to both TSMC and Samsung's efforts. 3C News reports that TechInsights rated the performance of Samsung FS2, TSMC N2, and Intel's 18A on an internal scale, coming up with values of 2.19, 2.27, and 2.53, respectively. What this means essentially, is that Intel's 18A process offers superior performance-per-watt compared to Samsung and TSMC's efforts.
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    • Enid BerthaEnid Bertha
      ·04-21
      2008 and covid is about to repeat...
      @KKLEE：
      $Tesla Motors(TSLA)$ All eyes are on Tesla again as earnings season rolls in. With its stock price recently showing signs of stress and hovering near critical support levels, the burning question is: Can Tesla deliver another earnings beat like it did last April, or is a dip below $200 looming? The High Bar of April’s Earnings In April 2024, Tesla surprised the market by beating earnings expectations. The result helped temporarily lift the stock above short-term resistance levels, delighting bulls and silencing skeptics — at least momentarily. Back then, cost-cutting strategies, better-than-expected margins, and strong deliveries played a role in the beat. However, a year later, the environment has changed. A Toughe
      $Tesla Motors(TSLA)$ All eyes are on Tesla again as earnings season rolls in. With its stock price recently showing signs of stress and hovering near critical support levels, the burning question is: Can Tesla deliver another earnings beat like it did last April, or is a dip below $200 looming? The High Bar of April’s Earnings In April 2024, Tesla surprised the market by beating earnings expectations. The result helped temporarily lift the stock above short-term resistance levels, delighting bulls and silencing skeptics — at least momentarily. Back then, cost-cutting strategies, better-than-expected margins, and strong deliveries played a role in the beat. However, a year later, the environment has changed. A Toughe
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    • Enid BerthaEnid Bertha
      ·04-20
      $NVIDIA(NVDA)$ Its chips being allowed to be given a license to China is hinged on the US-China tariff negotiations in the next few weeks. The WH to give an export license to this company is highly likely for this stock to have an epic pump. Buy more at this dirt cheap price.
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