jjkc
jjkc
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avatarjjkc
04-29
$Palantir Technologies Inc.(PLTR)$  from 12x to 6x and now back in the 11x range. It's recovered faster than any of the mag 7. The US government is going to cut back on things they don't need. Don't think PLTR falls into that category. It looks like increased spending with the latest iron dome contract. 
avatarjjkc
04-29
Consumers might think they are gaining better deals from the price wars but who can run a losing business in the long run. The platform will just push the overheads onto delivery guys and food businesses. You get lower quality food delivered by highly dissatisfied or burnt out delivery folks. Just pay a fair price. If you are so upset by the prices, get off your posterior and go purchase the food yourself.
avatarjjkc
01-29
Learn from my mistakes in 2024.
avatarjjkc
2024-12-25
Don't fight the PLTR bulls. Avoid self harm. 
Palantir: My Top Short Idea For 2025
avatarjjkc
2024-11-06
Another round of who does America hate less. Whilst I'm not a big fan of the elephant candidate, the donkey candidate doesn't impress much. If the elephant can bring the current global conflicts to a halt, perhaps we can live with his pointless tirades for the time being. 
avatarjjkc
2024-11-06
$Palantir Technologies Inc.(PLTR)$  took profit on half my holdings. Will reenter on a pullback. Whether my prediction comes through or not, taking profit never wrong. 
avatarjjkc
2024-10-22
$Tesla Motors(TSLA)$  the robotaxi event was a bust. The tech is intriguing but the focus seems to be on its path to market and profitability. Netflix moved from renting DVDs to streaming and killed Blockbuster. This is Tesla's Netflix moment. If it cannot transcend car manufacturing to become a software giant. Am not interested in deliveries. Will stay Bearish until better data comes about Tesla's next move. 
avatarjjkc
2024-09-26
When Hindenberg reports on a company, just walk away. It's not worth it. They haven't been far wrong in most of their reports. There's plenty of fish in the sea, why take the risk on a potentially rotten one
US Justice Department Probes Super Micro Computer
avatarjjkc
2024-09-12
$Alibaba(BABA)$  indifferent. Baba might have all the technicals that make it a good deal but it's like having a great party no one wants to go to. It's hard to predict what geopolitical excreta will happen and affect it's prices. Am unimpressed with this stock at this point. China is in the doldrums at this point. Maybe there's some meat in the long term but the underlying situation in it's home base doesn't say otherwise at the moment. No rush to go in. 
avatarjjkc
2024-08-30
When a company fakes their revenue recognition, you have no idea whether they were actually profitable or was all the numbers fudged. This is similar to Larkin when Hindenberg wrote about them. Was a fan, operative word is WAS.
Should You Buy the Dip in Super Micro Computer Stock?
avatarjjkc
2024-08-25
$NVIDIA Corp(NVDA)$  its currently at 129. How low a bar is 140? I prefer $SUPER MICRO COMPUTER INC(SMCI)$ for upside potential though
avatarjjkc
2024-08-14
$NVIDIA Corp(NVDA)$  it will rally towards earnings. Post earnings will be more of a gamble but if you're long hold, it should be fine. 
avatarjjkc
2024-08-14
Give his track record at Chipotle, am bullish. Just not 20% overnight bullish for now. 
avatarjjkc
2024-07-30
$Microsoft(MSFT)$  better to bet on the all rounder than the one trick fruit. 
avatarjjkc
2024-07-23
$NVIDIA Corp(NVDA)$  stock has been fluctuating sideways. Time to give this stock a rest and rotate my options to other areas. $Eli Lilly(LLY)$ is heading into earnings and has take a $100 beating due to concerns about glp1 competition. Picked up some synths on this counter. 
avatarjjkc
2024-07-23
Harris is a bit of a late comer.  She will need to overcome sexism, racism and all the other isms that makes America "great". Trump still has a edge but let's give Harris a chance and see what she delivers. đŸ’Ș
avatarjjkc
2024-07-23
$Tesla Motors(TSLA)$  stock has come down from its 27x range. I'll be holding my synth thru earnings. 
avatarjjkc
2024-07-22
No for me. Not sure how much liability and reputational loss will result from this. Any bad news could send the stock lower. Right now customers are just focusing on getting back on their feet. They will look for blood shortly, regardless of the rubbish t&c they have with crwd. 
Should You Buy CrowdStrike’s Stock Now? This May Be a "One-Time Discount Sale."
avatarjjkc
2024-07-15
If Trump shoots ahead in polls, market will turn bullish. Historically, the more clear cut a presidential race is, the better the market performs. Probably due to lesser uncertainty. The shooting will probably boost his ratings past Mr McGoo.
avatarjjkc
2024-07-12
Opportunity. Fortune favours the brave. I'm watching $NVIDIA Corp(NVDA)$  $Tesla Motors(TSLA)$  for entry points. 

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