$Regeneron Pharmaceuticals (REGN.US)$ Sold my trading position at 734. Put a limit buy order at around 600 to wait for the gap fill. The 200 week moving average is a key resistance. The company has to prove the Eylea franchise revenue will not be significantly eroded by biosimilars.
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$Advanced Micro Devices (AMD.US)$ the world of online is definitely always interesting. when i challenge the bulls to enlighten me why its bullish. they often cant reason their way out. so any bulls can tell me what am i missing out? these past 3 months+ i have met several blind bulls. and each and everyone of them always turned out wrong while i sticked to the charts. as i said... if it forms higher high.. then its where u want to be a bull isnt it? trade the trend.. im not a bear. nor am i a bu...
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$Alphabet-A (GOOGL.US)$
the last tiem it fell below 50ma weekly. it dropped 40% from the 50ma point back in 2022 bear market. assuming we may be entering a deeper correction or a possible bear market. 100-135 is possible. it is still a higher low.. although many may think valuation is far too off but well in bear market, none of any valuation makes sense . now i think its free falling till the next demand zone around 148 - 150 (previous peak, close to DOJ dip as well.)
the last tiem it fell below 50ma weekly. it dropped 40% from the 50ma point back in 2022 bear market. assuming we may be entering a deeper correction or a possible bear market. 100-135 is possible. it is still a higher low.. although many may think valuation is far too off but well in bear market, none of any valuation makes sense . now i think its free falling till the next demand zone around 148 - 150 (previous peak, close to DOJ dip as well.)
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$Mobileye Global (MBLY.US)$ NVDA announced they have all these wonderful collaborations with auto OEMs, while this company claimed they had not lost any clients. It’s confusing AF.
$Amazon (AMZN.US)$ Like Meta, this stock has not broken its steep downtrend.
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$Meta Platforms (META.US)$ This stock has not broken its steep downtrend from the all time high.
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$Alphabet-C (GOOG.US)$ This company has so many high-paying software engineers and can’t figure out how to do the best cloud security? Wiz is a startup with 1 billion revenue run rate (payed 32 times revenue), and does not have a lot of customer relations.
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$Goldman Sachs (GS.US)$ The bank stocks are about 10-20% more expensive than their 2019 level. However, it might be argued that the quality of banks’ earnings have been improved significantly, and their sizable EPS growth in recent years warrant a higher P/E. Without the threat of a recession, I tend to agree with these arguments. GS’s concensus EPS in 2025 is 46.45 and the forward P/E~11.8 still appears cheap.
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$Synopsys (SNPS.US)$ This stock just provides further evidence that the semiconductor related sotcks are not overvalued. The forward P/E is about 30, EPS growth is low-double-digit, a wide moat, little capex. This is even more appealing than MSFT. I put a limit buy order at 420.
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$Home Depot (HD.US)$ The fair value is around 300, with forward P/E of 20, using the multiple of the end of 2019. The EPS CAGR from 2019 to 2024 is about 7.6%.
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