$Palantir (PLTR.US)$ had good run if you have good profit, take it and put into stable cash cows like $Microsoft (MSFT.US)$ .
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$SoundHound AI (SOUN.US)$
So SOUN’s core, although has innovationing AI technology, is a B2B (business to business) model that licenses and serves their software to other businesses. Couple of the biggest segmens are Automobile companies like Hyundai and restaurants like Chipotle.
However as these big car companies (like tesla, gm) reported their earnings which suggests the less than expected FUTURE sales, along with consumer sentiment going down, all of these factors wil...
So SOUN’s core, although has innovationing AI technology, is a B2B (business to business) model that licenses and serves their software to other businesses. Couple of the biggest segmens are Automobile companies like Hyundai and restaurants like Chipotle.
However as these big car companies (like tesla, gm) reported their earnings which suggests the less than expected FUTURE sales, along with consumer sentiment going down, all of these factors wil...
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$Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ $NVIDIA (NVDA.US)$
C”hina has opened antitrust investigations into Nvidia, Google, and intel just hours after imposing 10%-15% tariffs on some US imports, per FT”
It’s so interesting how AMD isn’t in the antitrust list. if the restriction and tariff punishes the other players in the field but not AMD, this gives room for AMD to catch up and grow. The market reaction shows that money flowing our of Nvidia and went into AM...
C”hina has opened antitrust investigations into Nvidia, Google, and intel just hours after imposing 10%-15% tariffs on some US imports, per FT”
It’s so interesting how AMD isn’t in the antitrust list. if the restriction and tariff punishes the other players in the field but not AMD, this gives room for AMD to catch up and grow. The market reaction shows that money flowing our of Nvidia and went into AM...
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$Intellia Therapeutics (NTLA.US)$
The market shorts this stock because it burns cash with no visibility of return in the medium term. Now the speed up the process streamline their pipepline.
This IS the catalyst bulls need and also the reason why shorts are covering.
The market shorts this stock because it burns cash with no visibility of return in the medium term. Now the speed up the process streamline their pipepline.
This IS the catalyst bulls need and also the reason why shorts are covering.
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$Kohl's Corp (KSS.US)$
The hedge fund is spreading the rumor of bankruptcy, but the funny thing is given how much book assets they have, the value one get per share is probably higher than the current trading price give how much their book equity > market cap.
The hedge fund is spreading the rumor of bankruptcy, but the funny thing is given how much book assets they have, the value one get per share is probably higher than the current trading price give how much their book equity > market cap.
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$Pfizer (PFE.US)$ $SPDR S&P 500 ETF (SPY.US)$
As Pfizer releases its earnings today, I saw panic and frustration all over the forums. Let's revisit the report and numbers, which I'm certain, as a value investor, will help you see the direction Pfizer is heading. The earnings showed a triple beat on top-line revenue, bottom-line adjusted and GAAP net income, along with a raised forward guidance.
I know some of you might ask,"But why would Pfizer go down after such fa...
As Pfizer releases its earnings today, I saw panic and frustration all over the forums. Let's revisit the report and numbers, which I'm certain, as a value investor, will help you see the direction Pfizer is heading. The earnings showed a triple beat on top-line revenue, bottom-line adjusted and GAAP net income, along with a raised forward guidance.
I know some of you might ask,"But why would Pfizer go down after such fa...
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$Zscaler (ZS.US)$
People focuses too much on their current beat and report, but for a hyperscaler and growth stock like ZS, lowering their future guidance greatly impacts the confidence and growth trajectory. It is not recommended to catch the falling knife as it starts falling. Market is filled with opportunities and it is certainly not the best time to buy now.
People focuses too much on their current beat and report, but for a hyperscaler and growth stock like ZS, lowering their future guidance greatly impacts the confidence and growth trajectory. It is not recommended to catch the falling knife as it starts falling. Market is filled with opportunities and it is certainly not the best time to buy now.
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