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This is why I am "Sonic the Hedged" (not the hedgehog). HEDGED. I make my money through "hedging".
$BABA-W (09988.HK)$ $Alibaba (BABA.US)$
This is why I am "Sonic the Hedged" (not the hedgehog). HEDGED. I make my money through "hedging".
$BABA-W (09988.HK)$ $Alibaba (BABA.US)$
![ALIBABA Hong Kong. The market is controlled be very strong forces (likely powerful people with money manipulating the market). This is why using "leverage" (like margin trading) is so dangerous.](https://sgsnsimg.moomoo.com/feed_image/102876855/4440495ae01c3272948b3215c977ac11.jpg/thumb)
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$AMC Entertainment (AMC.US)$ me at $39, come fetch me please
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$NVIDIA (NVDA.US)$ Stop relying on analyst projections and price. Look at the fundamentals.
The company has an EV/EBIT ratio of 94. 2019 it was at around 20-30 and 2014 at around 10. Growth has accelerated, but not in the same vein as the multiple, which 3x in less than 3 years. .
Is Nvidia a great stock and here to stay. Yes, but it is also hella expensive. Things can even get more expensive, but the multiple might contract. What happens when we hit a bear market and the multiple goes back to 30 EV/EBIT? If you DCA, then that might be a decent strategy, but even if you cut the current stock price in half there is no proper margin of safety.
The company has an EV/EBIT ratio of 94. 2019 it was at around 20-30 and 2014 at around 10. Growth has accelerated, but not in the same vein as the multiple, which 3x in less than 3 years. .
Is Nvidia a great stock and here to stay. Yes, but it is also hella expensive. Things can even get more expensive, but the multiple might contract. What happens when we hit a bear market and the multiple goes back to 30 EV/EBIT? If you DCA, then that might be a decent strategy, but even if you cut the current stock price in half there is no proper margin of safety.
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My YouTube channel:
https://youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
Below is my thoughts on the impact arising from COVID variant from Africa.
As always, this should not be construed as any investment or trading advice.
$Tesla (TSLA.US)$ $NIO Inc (NIO.US)$ $Futu Holdings Ltd (FUTU.US)$ $UP Fintech (TIGR.US)$ $Bilibili (BILI.US)$ $PDD Holdings (PDD.US)$ $Upstart (UPST.US)$ $Lemonade (LMND.US)$ $NetEase (NTES.US)$ $Matterport (MTTR.US)$ $NVIDIA (NVDA.US)$ $Meta Platforms (FB.US)$ $Microsoft (MSFT.US)$ $DiDi Global (Delisted) (DIDI.US)$ $JD-SW (09618.HK)$ $JD LOGISTICS (02618.HK)$ $MEITUAN-W (03690.HK)$
https://youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
Below is my thoughts on the impact arising from COVID variant from Africa.
As always, this should not be construed as any investment or trading advice.
$Tesla (TSLA.US)$ $NIO Inc (NIO.US)$ $Futu Holdings Ltd (FUTU.US)$ $UP Fintech (TIGR.US)$ $Bilibili (BILI.US)$ $PDD Holdings (PDD.US)$ $Upstart (UPST.US)$ $Lemonade (LMND.US)$ $NetEase (NTES.US)$ $Matterport (MTTR.US)$ $NVIDIA (NVDA.US)$ $Meta Platforms (FB.US)$ $Microsoft (MSFT.US)$ $DiDi Global (Delisted) (DIDI.US)$ $JD-SW (09618.HK)$ $JD LOGISTICS (02618.HK)$ $MEITUAN-W (03690.HK)$
![27 Nov 2021: My thoughts of new COVID variant from Africa](https://ussnsimg.moomoo.com/1638066810604-102928290-android-org.jpg/thumb)
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