SuperDuper1
No personal profile
24Follow
4Followers
2Topic
0Badge
Absurd rise in share price .. is t he US consumer Gona shell out additional funds just because of AI feature ? Just ridiculous..the fact that Apple have not said how they will monetise the AI feature speaks volumes about their confidence level , yet analysts go berserk with the share price target .
Apple Shares Rise 5% Hitting Record High as AI Plan Delivers a Wall Street Upgrade
Why is Reuters quoting an obscure Visible alpha's estimates instead of consensus numbers ? Seems dodgy..
Singapore's Grab Misses Quarterly Revenue Estimates, Shares Drop
Baidu has US$25b in cash .. It's market cap is now USS$33b.. which means that 77% of market cap is cash. imagine that. If you exclude cash, then the stock is trading at US$8b/ US$1.8b( annualised FCF) or about 4.3x FCF. The decline in the stock price is a bear raid.. and is totally devoid of fundamentals .. unfortunately analysts are silent.. am a bit at US$94.0
Sorry, the original content has been removed
Disagree about SGX and Fraser's Centrepoint . On SGX.. delimiting have exceeded new Listings. volume on Sg bourse continues to Decline and Gen Y is only interested in trading US stocks and crypto. Liquidity is abysmal. On Fraser Centrepoint , while mall locations are good.. consumer spending is hollowi g out and inflation is decreasing g purchasing power . The ability to raise rental is questionable.
Sorry, the original content has been removed
The negative pitch coming only after a 10% drop.. when it was going up after the stock split , there were no nay sayers..
Nvidia Is in a Bubble and the AI Theme Is “Overhyped” - Elliott Management
They should have highlighted the steep over valuation earlier and also question the logic of 20-30% sales growth that musk touted for 2025.
Tesla Could See 40% of Its Profits Evaporate When Trump Takes Office, JPMorgan Says
If autonomous driving is reason to buy Tesla , one is better off looking at Baidu which already has autonomous vehicles . Tesla's earnings weee supported by govt credits without which it would have missed expectations.
Sorry, the original content has been removed
Grossly overvalued .. he never provided details on his valuation or his terminal growth assumption which is key in DCF analysis. Also it's a mistake to use FCF margin as a guide As capex level varies .
Tesla: A Golden Buying Opportunity
US analysts just invented a new valuation matrix. price / Trump. That's how absurd the U.S. mkt is.. The analysts are openly saying that earnings and cash flow don't matter.
Tesla's Stock Price Nears $300, Watch This Key Level
JD announced that Walmart has already sold the 5% stake values at US$3.5 b .so this is a fantastic opportunity to buy the shares. The quantum of sales is less than Jensen Huang's Sale of Nvidia.
24H｜JD.com Stock Tumbles Almost 10%; One AI Comapny Soars Over 35%
Beijing has been doing all the right things . This is a financial war between US and China and Chinese ADR's and HK stocks get shorted as a result.
24H｜Chinese ADRs and ETFs Fall in Overnight Trading; XPeng Drops 6%
The question is whether JD will continue with buybacks at this level.
JD: I'm Up 75% But Holding Out For A Big Buyback Bazooka (Rating Downgrade)
JD giving subsidies is bad.. Tesla cutting prices is good? Quite biased research in my Opinion and not based on current fundamentals..
JD.com: Cheap, but the Moat Has Narrowed
Yet Dan Ibest believe that a Apple's iPhone sales will have a record year in 2025. Lots of fluff on Wall Street.
Apple Stock Slides Nearly 4%. Tough January Worsens as Analysts Cut on iPhone Weakness
Pure protectionism. China should do the same and ban US cars including Tesla on security concerns.
US to finalize Chinese vehicle crackdown rules next week, Raimondo says
Lots of words but nothing specific
US leads crony capitalism..
Tesla Shares Rally 4.3%; DXYZ Rockets 23% As SpaceX Is Its Largest Holding
Go to Tiger App to see more news