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Black83black

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    • Black83blackBlack83black
      ·06-16 00:08
      $Adobe(ADBE)$   At the current level (around the low-$200s after the recent selloff), I would classify Adobe as “cheap, but not yet a classic value trap.” The stock is trading as if AI will permanently damage Adobe’s business, while the actual numbers are still growing at a healthy pace. Why it looks attractive * Revenue just reached a record $6.62 billion, up 13% year-over-year. * AI-first ARR exceeded $500 million and tripled year-over-year. * Management raised full-year revenue and EPS guidance after earnings. * Adobe continues to generate massive cash flow and buy back shares. If Adobe were a slow-growing company, the current valuation might be fair. But for a company still growing double digits with domina
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    • Black83blackBlack83black
      ·04-09
      $Microsoft(MSFT)$   I’m really glad to buy 130 shares of Microsoft today and it’s one of the positions I feel most confident holding long term. First, Microsoft has one of the strongest business models in the world. Its core segments like cloud computing (Azure), software (Windows, Office), and enterprise services generate consistent and recurring revenue. This gives the company stability even when the overall market is uncertain. Second, Microsoft is deeply positioned in the future of technology, especially in AI. With its partnership with OpenAI and integration of AI into products like Office and Azure, it is not just following trends, it is leading them. This gives it a strong growth runway for many years. T
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    • Black83blackBlack83black
      ·01-06
      Winners: • SK hynix (HBM leader) • Samsung (catching up) • Micron (strong in HBM3E) The memory business will not disappear, but it will change structure: From PC / phone driven → AI / data-center / edge-AI driven Memory demand will grow faster than logic, but: • Cyclicality remains • Technology gaps widen • Only top players survive long-term
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    • Black83blackBlack83black
      ·2025-12-20
      $BlackBerry(BB)$  prediction next year will have a big company interested to take over BB. It is time to load more BB share before the news come out!
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    • Black83blackBlack83black
      ·2025-08-26
      Good news before announce earning 

      EHang and Hefei Government Ink Deal to Establish VT35 eVTOL Hub with RMB 1 Billion Investment

      EHang Holdings Ltd., a leading urban air mobility technology platform company, has announced a significant new investment cooperation agreement with the Hefei government to establish a product hub for its VT35 series in Hefei. This partnership aims to create a comprehensive base for the VT35 series, EHang's latest long-range, lift-and-cruise, pilotless eVTOL products. The initiative will cover research and development, testing, manufacturing, airworthiness certification, supply chain management, sales, operations, and talent development. The total investment is estimated at approximately RMB 1 billion, with the Hefei government providing additional support valued at around RMB 500 million through orders, investments, and other forms of collaboration within the industry chain. This agreement marks a strategic upgrade for EHang's operations in Hefei and is expected to accelerate the industrialization of the VT35 series.Disclaimer: This news brief was created by Public Technologies using
      EHang and Hefei Government Ink Deal to Establish VT35 eVTOL Hub with RMB 1 Billion Investment
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    • Black83blackBlack83black
      ·2025-08-16
      $Salesforce.com(CRM)$   Today run with profit 
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    • Black83blackBlack83black
      ·2025-08-16
      $Enphase Energy(ENPH)$   Today ENPH up so much, finally can run with profit! 
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    • Black83blackBlack83black
      ·2025-08-11
      $Destiny Tech100 Inc(DXYZ)$   How come it drop more than 10% today? [Sad]  
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    • Black83blackBlack83black
      ·2025-05-22
      $Enphase Energy(ENPH)$   I think is buying opportunity for ENPH if don't own any ENPH
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    • Black83blackBlack83black
      ·2025-03-26
      $NikkoAM-STC Asia REIT(CFA.SI)$   Power of dividend! 🦾
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