fuddie
fuddie
Optimistic investing, unstoppable growth
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avatarfuddie
06-22
If $Microsoft(MSFT)$  ends up being the only stock outperforming in a down market, I don't see $360 coming that soon. Just being realistic, the bottom might be in. People realize how cheap it is now, and institutions will accumulate shares.
avatarfuddie
2022-04-26
Looking for a break lower in this name.                  $Unity Software Inc.(U) However, it is best to wait for a bounce to resistance. Looking at the 8 DEMA and Weekly H2 Quant Pivot as a possible entry for a short position.$Unity Software Inc.(U)$ $Unity Software Inc.(U)$Unity Software Inc.(U)$Unity Software Inc.(U)
avatarfuddie
08-13 03:17
$Microsoft(MSFT)$  Even after the run-up, this still looks very undervalued to me. If you have to pick something among the Mag 7, it feels like the only sane buy right now. I'm not a huge fan of Microsoft's culture honestly, but it's hard to argue with the numbers they're putting up.
avatarfuddie
08-04
$Snap Inc(SNAP)$ It looks like MSFT might be buying this one this month. Evan and Satya were seen hanging out in the Bay area.
avatarfuddie
2022-05-21
Replying to$Upstart Holdings, Inc.(UPST)$ $Upstart Holdings, Inc.(UPST) skeefe15 It's commenting on how terrible the macro backdrop is which they're right about. I think $UPST overcomes 2022 but 2022 is not going to be a fun year. Why I trimmed into strength this week. Will be trimming into spikes & accumulating into more multiple compression if it comes.
avatarfuddie
2022-03-07

Taiwan Semiconductor Manufacturing | The critical Jenga Block of Semiconductor Manufacturing

Automobiles, computers, phones, IoT, or any device that is digitized requires a semiconductor chip. TSM manufactures these chips, and is one of the few companies with the strongest moat in the entire semiconductor supply chain. Think of TSM as literally the 1 Jenga block that supports the entire tower. Supply Chain Overview: TSMC is a major player in the entire manufacturing process. Notably Backend & Test (Sillicon Wafers). (1) If You Don't Know This Already, TSM (TSMC) is a dominant player in Manufacturing of Semiconductor chips. Why does TSM have a moat in manufacturing semiconductors? Answer: High Barriers to Entry Manufacturing Knowledge & Quality Assurance Costly PPE to setup plants. Costly/Custom Automation within Semiconductor Plants High Switchover Costs with existing Cust
Taiwan Semiconductor Manufacturing | The critical Jenga Block of Semiconductor Manufacturing
avatarfuddie
2022-05-12

BNTX Stock Treks Higher on BioNTech’s Vaccine Sales

BioNTech (NASDAQ:BNTX) stock is up more than 6% in morning trading after the vaccine developer reported stronger-than-expected first-quarter results. The German-based company developed a widely used Covid-19 vaccine in partnership with Pfizer (NYSE:PFE). BioNTech reported this morning that its Q1 sales had soared more than 200% year-over-year to 6.4 billion euros. The company’s Q1 revenue came in nearly 2 billion euros above analysts’ average estimate, while it reported Q1 earnings per share of 14.24 euros. Analysts, on average, were expecting the drug maker to generate Q1 EPS of just 9.16 euros per share. In Q1 2021, BioNTech’s EPS was just 4.39 euros. BNTX Stock Climbs on Covid-19 Sales Strength BioNTech continues to expect to generate between 13 billion euros and 17 billion euros from i
BNTX Stock Treks Higher on BioNTech’s Vaccine Sales
avatarfuddie
07-31
$Alphabet(GOOGL)$ $Alphabet(GOOG)$  It is strange seeing a company with more than a decade of AI research and engineering DNA getting treated like it is somehow behind in AI.
avatarfuddie
2024-01-17
$Riot Blockchain, Inc.(RIOT)$ When BTC was trading at 43500 RIOT was $11.82 now Btc is back to 43500 and RIOT almost still the same. It’s all about retail investor worrying that it will go up every now and then based on things like new ETFs or halvenings, etc. But the fundamentals never change for this company, they don't make money, have never made money, and aren't expected to make money. They exists solely to enrich insiders at retail investor expense.
avatarfuddie
2024-03-14
$Apple(AAPL)$ No need for the attacks... I'm long... Apple's core job to its investors is to be profitable. If I was Warren Buffett I would be selling this off and shorting it big time. And I would double my money fast too. Then I would start buying it back up. Rinse and repeat. He could make a massive fortune doing that right now.

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