Ant finance is a game changer too, until China said it isn't. So for me, I will not touch any company that is under any authoritarian government influence, no matter how good the news is. Period.
Get more if it ever reach 49.95, but I fear it may not even get close to 50! Fundamental is important but one's understanding towards the business is even more critical. If you think bulls are out of their minds at 120.00 then you will have to assume bears are insane at 6.00 too. Lesson learnt is fundamentals don't win all the time, it is the simply the modest version of the two extreme world the stock market is seeing.
I disagree with the author. Hope is not a strategy but buying a competitive business at a lower price is. Despite all the hoohah and the pullback, nothing has fundamentally change looking at PLTR business. The moat is there and if you notice there is not a competitor operating in the same sphere to be able to compete with them. Yes, sentiment is driving the stock market and the stock prices may not justified in any way from a fundamental point of view at times - this is how money is made in Wall Street. People start to fear if they do not understand PLTR business. For those who understand and continue to have conviction to DCA will eventually make a lot of money. We have seen this in TSLA and now PLTR. If DoD is to cut defense budget, the only logical way of d
Palantir: Hope Is Not A Strategy
SummaryPalantir Technologies Inc. is extremely overvalued, with valuation multiples like P/E ratio of 617 and P/S ratio above 100, making it a 'Strong Sell.'Despite impressive revenue and earnings gro
No moat, may not be an attractive investment in the long run... Short Mario run perhaps despite all accounting risks!
Super Micro Computer: Make Sure You Buy Before Feb 25
SummarySMCI missed revenue estimates for the Dec'24 quarter and also revenue guidance estimates for Mar'25 and FY25. But I am bullish due to a 65% growth outlook for FY26.Margin erosion is a headwind
Disagree with the author, nevertheless thanks for sharing
Nvidia Bearish Momentum Explained
SummaryNVIDIA’s meteoric rise has been fueled by the generative AI boom, but history shows that tech hype cycles often result in overcapacity.15% of its Q3 2024 revenue came from China and Hong Kong.