Let’s blow some smoke into this bubble, baby!
$Richtech Robotics (RR.US)$
Such a big drop on no news! It seems to be a real company with very interesting products. It went public last November raising only $10 million, peanuts in todays market. It must have other funding to develop and manufacture their products. Or it could be just selling products of some Chinese companies under their brand. The stock doubled in the new year, perhaps on CES enthusiasm, but today it gave all back and then some. Lots money changed hands without any news.
Such a big drop on no news! It seems to be a real company with very interesting products. It went public last November raising only $10 million, peanuts in todays market. It must have other funding to develop and manufacture their products. Or it could be just selling products of some Chinese companies under their brand. The stock doubled in the new year, perhaps on CES enthusiasm, but today it gave all back and then some. Lots money changed hands without any news.
1
Both companies are great companies and healthy competition is good for both companies as well as to the industry and global consumers. BYD has strength in batteries while Tesla in software and both have strong business in other areas such as buses trucks and renewable energy. Just like the US and China, peaceful coexistence with healthy competition is the way to go. As to the stocks, current valuation is the key determinant of future returns.
2
2
I wish you have more server processing capacity to support the growth of your client base. Delays or time-outs at order entry is not only annoying but also potentially costly. Best wishes for the new year!
1
Falling inventory should make oil price to go up but it did the exact opposite, therefore one can conclude that oil price is highly manipulated. The major players are obviously US/UK OPEC Russia and China. US in the past generally want to keep the oil prices low as it was the biggest importer, but after the shale oil revolution it became more ambivalent as it became the top oil producer. This year Biden wanted low oil prices to fight inflation. As to geopolitics, if US wants to weaken Russia it ...
7
1
Buying opportunity, as same rumor/news gets recylcled again. This stock is so volatle that one can just trade back and forth, sold yesterday at 40 and bought back at 38, a little high but no worries.
$Sea (SE.US)$
$Sea (SE.US)$
2
NVDA’s sales momentum is unsustainable. We know there were hoarding by Chinese companies ahead of US restrictions. And these chips are not consumables, ie once a datacenter is built its chip demand will drop off. Besides the compitition is heating up and some customers are starting to design their own chips. Therefore NVDA is a long term short candidate. NVDS is the way to go.
2
1
$Sage Therapeutics (SAGE.US)$
Great entry point. As long as it is approved and on the market, it will be open for off-label use for MDD if someone really wants it.
Great entry point. As long as it is approved and on the market, it will be open for off-label use for MDD if someone really wants it.
1
I think the stock market has entered into a new bull market, with the bottom made in last October. It is following a late 1990’s playbook, with AI now replacing the commercialization of the internet back then. The narratives and investor enthusiasm as well as valuations all resemble what was like back then. Psychological hurdles like 4200 4300 and 4400 will be broken, perhaps after a pullback around the debt ceiling “crisis” near term. My year end target for the S&P 500 is 4500...
2