I have only 3 stocks. Here are-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I have only 3 stocks.

Here are some few thoughts on each:

1. $PLTR remains my core conviction.

I have no doubts about the strength of the operating side, which is improving every day.

AI FDE could make the company 10x faster in acquiring new customers and expanding existing ones.

Palantir is not only improving.

Its improvement speed is exploding.

The only concern is on the valuation because it already incorporates sustained growth. For the stock to keep growing, we will need to see some WOW things, like 40% growth. I believe there are good chances we will see it in the coming quarters.

Notice: While the AI sphere is booming, there are still no "AI IPOs". This makes me think we are still early in the cycle...

2. $HOOD is my favourite relatively undiscovered gem.

Financial professionals are just realizing we are not talking about a "mere broker". HOOD is an emerging big tech in finance that seeks to become the go-to wealth app.

Notice: HOOD is the only fintech in the space that can become a global super app like $ABNB $UBER

The advisory service is the product that makes me most excited because it allows HOOD to attract significant assets at a relatively low acquisition cost. The $250 cap offering is just too good to ignore when you have +$100k portfolio... imagine for people with +$1mn portfolios!

The credit card business is a money dam ready to be unleashed.

I appreciate that the management is prudent in releasing it to customers following the successful $NU playbook.

Quarterly results depend on market fluctuations, which are unforeseeable by definition, but thanks to the fixed cost structure, EPS is set to grow substantially as Assets Under Custody increase.

3. $TSLA future is clearly bright, but there are clouds on the way.

The latest result sucks, but they show the value of the embedded optionality is unmatched.

I believe the operating weakness is temporary, as the new Model Y is a banger.

I am intrigued to see Energy in the coming quarters as production in China increases.

Robotaxis, now very close, can have a significant ripple effect on FSD adoption. Once you try FSD and trust it, you want it on your vehicle too.

Optimus internal adoption can have a similar effect on margins as $PLTR AIP, but it takes time.

Only a matter of time before Musk returns more focused on Tesla. Stakes are too high to miss the opportunity to dominate.

Fed Keeps Unchanged: Are 3 Rate Cut Estimates Too Optimistic?

After a two-day policy meeting, the Federal Reserve announced on Wednesday that it would keep the benchmark federal funds rate unchanged in the range of 4.25% to 4.5%. Is the market being too optimistic? As the broader market begins to pull back, what impact will this week’s FOMC meeting have?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Valerie Archibald
05-01
Valerie Archibald
tomorrow tsla will be up $300. I guarantee it
Venus Reade
05-01
Venus Reade
They say PLTR is to expensive, as long as it gets more expensive who cares

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For the stock to keep growing, we will need to see some WOW things, like 40% growth. I believe there are good chances we will see it in the coming quarters.</p>\n<p>Notice: While the AI sphere is booming, there are still no \"AI IPOs\". This makes me think we are still early in the cycle...</p>\n<p>2. $HOOD is my favourite relatively undiscovered gem.</p>\n<p>Financial professionals are just realizing we are not talking about a \"mere broker\". HOOD is an emerging big tech in finance that seeks to become the go-to wealth app.</p>\n<p>Notice: HOOD is the only fintech in the space that can become a global super app like $ABNB $UBER</p>\n<p>The advisory service is the product that makes me most excited because it allows HOOD to attract significant assets at a relatively low acquisition cost. 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Once you try FSD and trust it, you want it on your vehicle too.</p>\n<p>Optimus internal adoption can have a similar effect on margins as $PLTR AIP, but it takes time.</p>\n<p>Only a matter of time before Musk returns more focused on Tesla. Stakes are too high to miss the opportunity to dominate.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>I have only 3 stocks.</p>\n<p>Here are some few thoughts on each:</p>\n<p>1. $PLTR remains my core conviction.</p>\n<p>I have no doubts about the strength of the operating side, which is improving every day.</p>\n<p>AI FDE could make the company 10x faster in acquiring new customers and expanding existing ones.</p>\n<p>Palantir is not only improving.</p>\n<p>Its improvement speed is exploding.</p>\n<p>The only concern is on the valuation because it already incorporates sustained growth. For the stock to keep growing, we will need to see some WOW things, like 40% growth. I believe there are good chances we will see it in the coming quarters.</p>\n<p>Notice: While the AI sphere is booming, there are still no \"AI IPOs\". This makes me think we are still early in the cycle...</p>\n<p>2. $HOOD is my favourite relatively undiscovered gem.</p>\n<p>Financial professionals are just realizing we are not talking about a \"mere broker\". HOOD is an emerging big tech in finance that seeks to become the go-to wealth app.</p>\n<p>Notice: HOOD is the only fintech in the space that can become a global super app like $ABNB $UBER</p>\n<p>The advisory service is the product that makes me most excited because it allows HOOD to attract significant assets at a relatively low acquisition cost. 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Once you try FSD and trust it, you want it on your vehicle too.</p>\n<p>Optimus internal adoption can have a similar effect on margins as $PLTR AIP, but it takes time.</p>\n<p>Only a matter of time before Musk returns more focused on Tesla. Stakes are too high to miss the opportunity to dominate.&nbsp;</p></body></html>","text":"I have only 3 stocks. Here are some few thoughts on each: 1. $PLTR remains my core conviction. I have no doubts about the strength of the operating side, which is improving every day. AI FDE could make the company 10x faster in acquiring new customers and expanding existing ones. Palantir is not only improving. Its improvement speed is exploding. The only concern is on the valuation because it already incorporates sustained growth. For the stock to keep growing, we will need to see some WOW things, like 40% growth. I believe there are good chances we will see it in the coming quarters. Notice: While the AI sphere is booming, there are still no \"AI IPOs\". 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I guarantee it","text":"tomorrow tsla will be up $300. I guarantee it","html":"tomorrow tsla will be up $300. 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