Liang0020
Liang0020
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avatarLiang0020
2024-12-31
$SMIC(00981)$ SMIC's industrial position has strengthened historically, and I remain optimistic about its future!
avatarLiang0020
2024-10-23
$MicroStrategy(MSTR)$ With all the "zombie" companies out there, as a fiduciary, they pretty much have to take the step of "flight to safety", "flight to quality" and exchange fiat from there treasury to BTC.Its truly " The flight to value " As a digital monopoly company, worth trillions, same story goes. 8 billion people on the planet can now have a piece of the pie.imo
avatarLiang0020
2024-10-16
$Direxion Daily FTSE China Bear 3X Shares(YANG)$ At the moment, we aren't seeing any major shifts in the development of futures, but there is noticeable activity in the pre-market for both YINN and YANG. With the recent macroeconomic data and stimulus measures coming out of China, it's no surprise that these leveraged ETFs are drawing attention. I’m keeping a close watch to see if this volatility continues as the broader market digests the news.
avatarLiang0020
2024-10-12
$Uber(UBER)$ Uber’s premarket stock rise is driven by anticipation of strong Q3 2024 financial results and recent announcements, including the rollout of an AI assistant to support the transition to electric vehicles. These developments have boosted investor confidence .
avatarLiang0020
2024-10-11
$Palantir Technologies Inc.(PLTR)$ Palantir. Trusted by the US government. This is not a normal AI company. Palantir is a game changer. And the more i delved into it, i am absolutely convinced that we are looking at a trillion dollar company in the making. A perfect example of how value investing and log term should look like.
avatarLiang0020
2024-10-10
$Tesla Motors(TSLA)$ It is a different world now.When you started trading, people like Musk would have been in prison long ago for stock fraud. Now he is celebrated.But trading in these bubble stocks is not investing. It is speculating, much more like sow belly futures than anything related to fundamentals. Actually, even sow bellies involve some fundamentals. With TSLA, one is simply trying to guess how much insane hysteria will exist at any point in the future.
avatarLiang0020
2024-10-09
$Advanced Micro Devices(AMD)$ Intel settled with AMD over 32 bit microcode almost a couple decades ago that make things look bleaky for Intel so Intel was calling it quit without sharheolders knowing about it.If AMD takes Intel over , AMD can get rid of the BOD and sweep out deadwood. Maybe Intel will sell x86 designs to Qualcomm so Qualcomm can act as second source of x86 in compliance with regulators . AMD can work with legacy Intel customers. no matter what.AMD is giving up on gaming GPUs to focus more on AI chips which tells me obviously that AMD have to make choices on what chips to order from TSMC. now with Intel Fabs in bag, AMD can make anything they want to.
avatarLiang0020
2024-10-08
$Palantir Technologies Inc.(PLTR)$ Taking unstructured data and being able to make actionable output will result in huge gain in usage vs the system of record names eg SAP, Oracle, Salesforce and the labour intensive work by Accenture and system integration companies. If you add together the revenues of these 'encumbents' you get at least USD 200bn. Palantir will gain a significant share. If current revenue is 2.75 / 3.5bn in coming 12 months it can be 20bn in 5 years time. It is absolutely a stock to hold long-term.
avatarLiang0020
2024-10-04
$Direxion Daily FTSE China Bear 3X Shares(YANG)$ Holding YANG $3.5 calls for next week at an average of $0.36. I may average down some more depending on how the market goes. I am currently down 51%. I really hope this doesn't continue down. Either way, there could be a swing up wards in this from this price range.
avatarLiang0020
2024-10-04
$XPeng Inc.(XPEV)$ Xpeng cheapest model sold in Europe sells at a similar price to Tesla’s Model Y - that means that regardless of EU EVs import taxes, being reduced or not, Xpeng still makes profits from EU sales. “We want to bring the best technology that [has] developed in a highly competitive and iterative Chinese market to European customers,” Gu claimed. The car executive pushed back against concerns that Xpeng is undercutting established automakers, noting that the startup’s cheapest model sold in Europe sells at a similar price to Tesla’s Model Y.”
avatarLiang0020
2024-10-02
$Tesla Motors(TSLA)$ in my opinion tesla FSD is the strongest option available. I not only think this, I'm putting my money where my mouth is and have recently purchased TSLA for long term hold. The Model Y is already insanely popular, these cars are gonna fly off the shelves in the coming years as the tech and pricing becomes more and more compelling.
avatarLiang0020
2024-10-01
$Trump Media & Technology(DJT)$ at $1 per share this stock is way overvalued I don’t even know what to call it at $16 a share how anybody can be so stupid to buy the stock at this price is just beyond me that’s even more stupid than voting for that man ……
avatarLiang0020
2024-09-20
$Broadcom(AVGO)$ Broadcom Inc, ( AVGO )Currently breaking a pretty large trend-line that price has respected since mid June, also breaking above a key level around $168. There is a inverse head & shoulders on daily, although not a great one, but I would say the neckline is the yellow trend-line and we are currently breaking above it.
avatarLiang0020
2024-04-12
$MicroStrategy(MSTR)$ If you take only one day into account, may seem sad. If you've been holding MSTR 2 months or longer you know we've had a lot more good days where MSTR went up way more than BTC or the ETFs. [Cool][Cool][Cool]I switched from $Grayscale Bitcoin Trust(GBTC)$ to MSTR on Feb 7th - when shorties tried to spook investor after the quarterly report. Smartest move I've made in the last few years.Jump Kiss GIF by FEI Global
avatarLiang0020
2024-02-01
$SUPER MICRO COMPUTER INC(SMCI)$ Market cap around $30B. Sales approaching $15B but doubling every year so growth story is huge. Making money hand over fist. Could easily be 5-10X Sales so at this point that's $75B to $150B Market Cap. Got a ways to go.[Grin][Grin][Grin]
avatarLiang0020
2024-02-01

META ENTER 408 TP 416 AFTER EARNINGS

Growth and Profitability: Bank of America Securities analyst Justin Post maintains a bullish stance on $Meta Platforms, Inc.(META)$ stock, citing potential for growth and profitability1. His analysis anticipates a fourth quarter revenue surpassing the consensus estimates, driven by a 22% year-over-year increase1. This optimistic outlook is fueled by the positive momentum of Reels and advancements in artificial intelligence1.Monetization of Reels and Messaging: Post believes that Meta is in the early stages of monetizing Reels and messaging, and that ongoing AI and machine learning integrations will enhance user engagement and advertising spend1.New Products Leveraging AI: The anticipation of new products leveraging Meta’
META ENTER 408 TP 416 AFTER EARNINGS
avatarLiang0020
2024-01-31
People that said $Tesla Motors(TSLA)$ is not growing they have no clue; Tesla is beating all estimates from 2021 in revenue forecast $67B in 2022 vs posted $81.4B and projected $88B in 2023 vs posted $96.8B; Elon Musk leadership is beating any adverse market conditions in 2022, 2023 and will deliver stronger results when rates are cut this year and financing issues get resolved with more options to buy..Price target $300 for 2025!
avatarLiang0020
2024-01-31
$Advanced Micro Devices(AMD)$ I listened the conf. call again objectively wtihout any bias. It is a good call. Very good call. Su and Gene are saying that they will meet beyoun $3.5 Billions of Mi300; supply chain is secured to meet the challenge; their revenue is more on second half; they confident on meeting the goal; their margin is improving; they are confident in meeting $400B Market share by 2027.; $3.5-$4 is purely Mi300 silicon, memories- Not system.I dont see any negative in their conf. call Q&A.[Lovely][Lovely][Lovely]I anticipate some upgrades from Citi, Goldman, Piper Sandler, Cowen and Wells Fargo. Possible conviction recommendation from Goldman.Still up!!!
avatarLiang0020
2024-01-30
Realistic car company P/E. These up and coming EVs are a joke. Even down 90% most are dramatically over valued. Long $General Motors(GM)$ [Happy][Happy][Happy]Massive revenue beat will drive the price higher!THAT WAS AN OUTSTANDING EARNINGS!!!! SHOULD BE OVER 40 EASILY. THE GUIDANCE BEAT WAS LIKE 20% LOL
avatarLiang0020
2024-01-30

AAPL: HUGE POTENTIAL TO BUY!

I view $Apple(AAPL)$ a must buy, because its the one with the capital that has not officially and publicly used the word Generative AI and when it does merging it with existing services. The fact is they can no longer proceed without recognizing the elephant in the room (GEN AI) because they do have the services to implement it to, announce already., Meta, Microsoft, Amazon and Google are focus on the decades of solid decades of growth and revenue ahead of them. Tim Cooke should not attempt to beat a slow drum because AI technology is moving way to fast.[Happy][Happy][Happy][Miser][Miser][Miser]The proof of understanding should be Apple share price at $250+ within the month of February. Microsoft and NVDA valuation was n
AAPL: HUGE POTENTIAL TO BUY!

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