$Advanced Micro Devices (AMD.US)$ 27 times P/E, 7 times P/S, gross margin over 50%, operating margin over 20%, clean balance sheet, diversified, trustworthy management, with over 20% CGAR of EPS next few years.
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$Advanced Micro Devices (AMD.US)$ This is buyable. It’s significantly de-risked. There might be still some downside relative to the index, but the relative upside is more than offset it.
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$Wolfspeed (WOLF.US)$ The corporate America has so many mediocre, or dumb, or overconfident and arrogant management. They destroy shareholder value daily by overpaying M&A, overpaying for share repurchase, making bad Capex, executing poorly, not working hard etc. Never hold a company with a bad managment!
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$Mobileye Global (MBLY.US)$ Double bottom. Cup and handle in the making to break the resistance at around 17.35?
Look out for possible deal announcements.
Sold calls at 20 expiring at year end. Will not regret if called away, even if because of new deal announcements.
This thing is likely to recover a lot in 2025 and beyond, but is extremely volatile.
Look out for possible deal announcements.
Sold calls at 20 expiring at year end. Will not regret if called away, even if because of new deal announcements.
This thing is likely to recover a lot in 2025 and beyond, but is extremely volatile.
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$Merck & Co (MRK.US)$ $Incyte (INCY.US)$ is a great company. Buying it would be a good decision, unless Merck massively overpays.
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$STMicroelectronics (STM.US)$ The sales drop by 24% in 2024, yet I haven’t heard a single layoff or some operation optimization by this state-owned company. P/S is less than 2 with gross margin about 40%, and it still has about 10% downside risk in terms of P/E. What a shame!
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韭菜变主力
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韭菜变主力
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$STMicroelectronics (STM.US)$ The biggest mistake is buying this stock.
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韭菜变主力
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$Advanced Micro Devices (AMD.US)$ if spy fails to regain 594 (close 594 or above) tomorrow, its very likely another red day for AMD if AMD is still following spy priceaction..
spy may retrace back to 585-586 and retest. that might mean more correction for AMD. so... im skipping 135 for now. have to see 585-586 what does that translate to for AMD. lets see what happens tomorrow.![]()
spy may retrace back to 585-586 and retest. that might mean more correction for AMD. so... im skipping 135 for now. have to see 585-586 what does that translate to for AMD. lets see what happens tomorrow.
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