Enid Bertha

    • Enid BerthaEnid Bertha
      ·05-16 11:34
      $Meta Platforms, Inc.(META)$ People reacting to stupidness, don’t let the media play you out of your money with news that doesn’t change anything actually makes the company better. Current version is fine, the update they waiting to make it better to wow us. Shows they take pride in there product. Buy the dips
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    • Enid BerthaEnid Bertha
      ·05-16 11:34
      $Intel(INTC)$ I do believe 18A is doing well and Panther Lake with 18A will be launched successfully this year!Of course, with Intel huge market shares (>70%) in PC, laptop and server, 18A production won't be large enough to supply for internal and outside demands, it may take at least 1 or 2 more years to get there.By that time, Intel will be a trillion$ market cap company!Good luck all!
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    • Enid BerthaEnid Bertha
      ·05-14 07:41
      $Intel(INTC)$ Tan really needs to clean the house ASAP. Just too many internal power struggling because of too many levels of middle managements perhaps even at the VP level.Intel clearly has leading technologies (perhaps better than Tsmc, Nvda, Amd..). All it needs is to have its Panther Lake with 18A successfully launched before the end of the year!Everything will turn positive immediately once 18A yield is confirmed!Msft, Nvda, Amd, Amzn.. big orders will follow!
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    • Enid BerthaEnid Bertha
      ·05-14 07:41
      $Meta Platforms, Inc.(META)$ Only old heads think parking their money in Apple is a good idea at this valuation. Apple has a tariff problem, slowing growth and is being outperformed, outmaneuvered, and out innovated by Meta. AAPL is dead money. Smart investors will sell and buy META to catch the next revolution in tech. AI.
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    • Enid BerthaEnid Bertha
      ·05-13
      $Meta Platforms, Inc.(META)$ Looking good for longs. Let's hurry up and do nothing . Maybe add more . To easy. Sometimes doing nothing is all you need to do. People feel like they got to trade and make moves. Took me a while to learn to sit back and let a stock do its thing. Easy to do with a champion like META....
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    • Enid BerthaEnid Bertha
      ·05-13
      $Intel(INTC)$ The direction of the current administration is to favor US lead cutting edge technology, INTC perfectly fits in this environment; however, it has to earn it. Its 18A foundry process is a good starting point if it is successful and all signs showing it is. Under Tan’ leadership, we have a decent chance. If not it will be broken up and sold, even the worst case the loss is limited, 25% from this level max. On the other hand which seems more likely to be the case, 3 to 5 folds from this level within 3 years is considered conservative.
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    • Enid BerthaEnid Bertha
      ·05-12
      $Hims & Hers Health Inc.(HIMS)$ Put in a limit order to sell 1/3 of my position above $60. Want to provide ample liquidity to cover the shorts. Plus my position is now 1.75 what I consider a full position. Last week we hit nearly 4x average weekly volume, highest in company history. And they raised 870 million to fuel future growth. Expect to hit resistance at this level as we have previously.
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    • Enid BerthaEnid Bertha
      ·05-12
      $Meta Platforms, Inc.(META)$ It's weird how reluctant the tech world and Wall Street have been on giving Meta its due props. SMH. I've never witnessed the share price of a tech leader this dominant have to struggle as much. Kind of wild at how much of a discount META trades compared to its peers. Yet Meta out performs, out innovates, out maneuvers, out works, them all. Not to mention, Meta leads in AI and is one of the few actually seeing the payoff from their AI investments. These facts can't be denied.
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    • Enid BerthaEnid Bertha
      ·05-12
      $Intel(INTC)$ The country leaders want US take the lead in critical technologies, specifically AI is on the top of the list, foundry is the backbone of this , INTC’s foundry is going nowhere either remains in INTC or spin off it will be the focus and will be worth a lot, and spin-off is a matter of time.
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    • Enid BerthaEnid Bertha
      ·05-10
      $Meta Platforms, Inc.(META)$ Buy call spreads. That is WAY worth the money!!You buy a call at 597.50, sell one for $600. The $600 call pays for most of the one you buy, but also limits your gain to $2.50. Don't buy one; buy 20, or 100. You can gain a lot on small moves up, often doubling your money with each transaction. Expiration depends on your risk tolerance; 5/16 is more certain. Too far out though, and you might get caught in an arbitrary market downdraft.
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