Momoda23
liked
$HSBC HOLDINGS (00005.HK)$ Overall, the fundamentals are good, the valuation is cheap, and you can hold shares in the middle line
Translated
11
Momoda23
reacted to
16
9
Momoda23
liked
With the shift in Intel's buisness in the coming years we should be comparing them more to TSMC than AMD.
In the next few years Intel will build new fabs and use them to make chips for other companies as well as their own; which makes them more of a competitor for TSMc than AMD.
$Taiwan Semiconductor (TSM.US)$ $Intel (INTC.US)$
In the next few years Intel will build new fabs and use them to make chips for other companies as well as their own; which makes them more of a competitor for TSMc than AMD.
$Taiwan Semiconductor (TSM.US)$ $Intel (INTC.US)$
36
6
Momoda23
liked
$Intel (INTC.US)$ $Advanced Micro Devices (AMD.US)$ I am super bullish on intel. I know AMD caught up to them but Still their sales are solid and the new rumored chips should outperform AMD. The new CEO seems like the right man for the job. All other chip makers have blasted off while intel's laging behind. Why so? With the new CEO just getting the hang of things I really am super bullish on Intel. I would love to hear why I might be wrong tho...
23
5
Momoda23
liked
Momoda23
liked
$Advanced Micro Devices (AMD.US)$ stock looks like a strong pick within the sector with plenty of room to run ahead. It’s a cheaper pick than $NVIDIA (NVDA.US)$ and a higher-growth play than $Intel (INTC.US)$ . As semiconductor stocks go, AMD is the goldilocks pick of the bunch.
15
Momoda23
liked
China will launch trading on Beijing Stock Exchange on Nov 15. Will be interesting to look at $Hang Seng Index (800000.HK)$ volume after this.
48
Momoda23
liked
Momoda23
liked
If I had a million I would buy it with 20% $Apple (AAPL.US)$ , 20% $Futu Holdings Ltd (FUTU.US)$ , 20% $Kweichow Moutai (600519.SH)$ , 20% $TENCENT (00700.HK)$ , 20% $Microsoft (MSFT.US)$ Every company earns a lot of money year after year. The leader in the field is the boss. Even if it falls for a while, it will still be unclear in the long run. There is no problem with the stock price and profit growth of 10 times 20 times, that's fine, post 😁😁
Translated
74
6
Momoda23
liked
$Alibaba (BABA.US)$ Waiting for a buy signal
Translated
9