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John Dow Male ID: 71835845
started trading three years ago discussions are appreciated
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    John Dow liked and commented on
    I really believe $NVIDIA (NVDA.US)$ is the one company that should be valued similarly to an $Apple (AAPL.US)$. Market capitalization wise NVDA is 1/4th the company Apple is. I think by having such a range of operations like thriving B2B AND B2C businesses NVDA has a ways to go until it’s fairly valued. Long NVDA on momentum, growth, and value. 5 star pick IF we can have this frothy market hold
    3
    $Lucid Group (LCID.US)$ has no shot in Europe or China. $Tesla (TSLA.US)$ may have snuck up on BMW/MB/Audi, lucid will not. That luxury EV thing they are trying to fly will not work in Europe. China is about to launch its own homegrown luxury sedans. Lucid’s future is a niche North American luxury Bev maker. An electric Maserati at best. Maybe 50,000 cars a year mostly in North America. Market cap $30 to $40 billion
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    John Dow liked and commented on
    Let's compare the daily trading of $Tesla (TSLA.US)$ with that of $GameStop (GME.US)$, the most famous WSB darling and meme stock.
    Tesla:
    - Average volume 24.7M
    - Today's price $1116
    - Average daily $$ volume traded $27.5B
    GameStop:
    - Average volume 2.6M
    - Today's price $212
    - Average daily $$ volume traded $550M
    The average daily dollar volume trading in Tesla is 50 TIMES that of GameStop. So no, retail investors are not driving up the trading price of Tesla shares like they have in meme stocks like GameStop.
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    TCL is going to Google TV $Alphabet-C (GOOG.US)$ dumping Roku $Roku Inc (ROKU.US)$. Cathy Wood has one play in her crop. Tesla. She lives and dies by Tesla $Tesla (TSLA.US)$. She is making money by using her "guru" insight.
    Buy high , sell lower, rinse repeat.
    7
    John Dow liked and commented on
    $Benessere Capital Acquisition Corp (BENE.US)$, the SPAC that is run by Patrick Orlando, who is also behind the Trump's media deal with SPAC $Digital World Acquisition Corp (DWAC.US)$, has been halted for news pending.
    Another SPAC run by Orlando, $Yunhong International Com Usd0.001 (S/R 31/01/2027) (ZGYHR.US)$, on Friday disclosed in an 8-K filing that it plans to dissolve and liquidate after it was unable to consummate a deal within the required timeframe.
    $BENESSERE CAP ACQUISITION CORP C/WTS (TO PUR COM) (BENEW.US)$ warrants initially jumped on the Digital World deal with Trump back in October.
    Benessere Capital also disclosed in an 8-K filing dated Nov. 19 that that the SPAC's audit committee said that the company's financial statements should be no longer be relied upon due to the classification of the company's Class A common stock as temporary equity.
    Orlando's dealings with Trump have come under scrutiny in the wake of a New York Times article last month that claimed there might be potential violations of securities laws in regard to the DWAC SPAC. Last week Sen. Elizabeth Warren (D-MA) sent a letter to SEC Chairman Gary Gensler requesting that the agency investigate the transaction.
    DWAC sister SPAC Benessere Capital halted for news pending
    6
    John Dow liked and commented on
    The real attraction is hoping another EV maker that sells cars few can afford will explode in valuation that makes ZERO sense ( $Tesla (TSLA.US)$). Cars are a commodity business or have you already forgotten that?
    Ford, GM and Volkswagen will eventually surpass all in electric car sales but because they are ACTUALLY profitable and not clipping gov rebate coupons to simulate profits (again $Tesla (TSLA.US)$) you wont see nosebleed valuations. In this twisted stock market the time to sell a growth stock is when its actually making money, then on to the next fantasy billion dollar a year cash burner worth more than a small country.
    Rather buy the company providing the tech for all these overpriced EV companies, you know..the ones that actually make money.
    6
    John Dow reacted to and commented on
    $Zoom Video Communications (ZM.US)$ Where I work for the government sector in California, our unit program alone which has 200 office employees all came back 5 days per week into the office on November 1st 2021. We now only have once per week 15 minutes Wednesday morning zoom meetings instead of the two per week 30 minutes each meetings.
    Most employees that I spoken to don't like the Zoom meetings never really did from the start and after 1 year most employees got simply "burned out" with Zoom.
    Zoom-Heads we call them now. Most staff employees also never enjoyed going on camera, so they always kept their camera on "off" during the zoom meetings.
    People can talk to each other now by simply walking up to their cubicle or office to chat, Zoom is no longer needed. End of statement.
    4
    John Dow reacted to and commented on
    $Palantir (PLTR.US)$ Palantir Technologies CEO Alex Karp said Tuesday that the recent trend of major companies leaving California will ultimately help the state, arguing that the competition will drive innovation.
    The chief executive at Palantir also defended the company's generous stock compensation program, which has received criticism for diluting shareholders.
    Karp took a long view on the compensation question, contending that attracting top talent will lead to better products, which, in turn, will support long-term stock growth.
    "We've hired the best and most interesting and eclectic people in the world. ... They are very fairly compensated and we will continue to develop these products and continue to comp people," he said.
    On California, Karp, who moved PLTR's headquarters from Silicon Valley to Denver, argued that California "has a lot of advantages for building tech" but will benefit from a more diverse corporate climate.
    "Long-term, this will help California. Short-term, it's a huge problem," he said of the recent exodus from the state.
    PLTR is one of many high-profile companies that have left California for other states recently, including Elon Musk's Tesla, which announced a move to Austin, Texas.
    Palantir CEO: California will benefit from people leaving
    14
    $NVIDIA (NVDA.US)$ is a great company and has been a great stock, up over 1,200% in 5 years.
    But make no mistake…with a 100 PE, this stock is grossly overvalued along with the rest of the Technology sector.
    If and when we have a correction, If the bubble finally pops, if the 10 year bond goes over 4%, NVDA will crash, and crash hard.
    7
    John Dow liked and commented on
    $Alibaba (BABA.US)$ I would blame the country too if I bought baba near the top and didn't sell when the trend reversed lol. Yeah it's their fault not yours lol. If you don't understand when to sell your investments then stick to the index. One thing I can guarantee is $SPDR S&P 500 ETF (SPY.US)$ will always go up in the long term, always....
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