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$エヌビディア (NVDA.US)$ choose my place already, the height is enough ,see tomorrow
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no matter what they say. long term always wins!
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$Celsius Holdings (CELH.US)$
My highest position is this stock, the revenue is good and they are not in loses.
My highest position is this stock, the revenue is good and they are not in loses.
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$SIME (4197.MY)$ Buy again when it falls, buy again when it falls.
Translated
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$SIME (4197.MY)$ is it a good time to buy now?
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$Micron Technology (MU.US)$
looks like its going to close at 102-102.5
looks like its going to close at 102-102.5
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$Micron Technology (MU.US)$ Expect the coming results to be a major positive. Actually they have performed very well in 2024 and have been generating strong operating cashflow compared to 2023. The main reason why the stock price has been depressed is due to the amount of capex to ramp up it mfg capacity ( they spent 8B in 2024). The 6B approved by US Govt will mitigate the future capex.
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$UiPath (PATH.US)$ Not sure if anyone noticed that the company have been actively repurchasing their stock. Since the announcement, they had already repurchase 381M dollar.
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$Advanced Micro Devices (AMD.US)$ fwd pe 28!!! this is going to explode in 2025. Nvidia doesn't need to lose for amd to win, there is enough market for amd to thrive, look at its data centre revenue, the growth pace is accelerating. Overall the business is still beating expectations despite the drawdown from gaming n pc segments which r expected to accelerate recovery in 2025.
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