Joanne Elinor

    • Joanne ElinorJoanne Elinor
      ·06-09 22:44
      $ServiceNow(NOW)$ The stock is currently trading at a P/S ratio of around 8.4x, which is a discount of over 50% compared to its 5-year average of about 17x. As a key leader in enterprise software, it maintains over 20% annual revenue growth with strong AI tailwinds. This valuation gap looks compelling to me.
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    • Joanne ElinorJoanne Elinor
      ·06-09 20:14
      $ServiceNow(NOW)$ ServiceNow's revenue retention remains extremely strong. Large enterprises rarely rip it out once it's deeply integrated into their workflows. Remaining Performance Obligations nearing $28 billion provide unusually high visibility into future revenue. Gross margins are elite for a company still growing at close to 20%. Free cash flow generation is massive and continues to compound. AI is becoming an accelerator, not a threat. NOW is embedding AI agents directly into enterprise workflows instead of competing head-on with consumer AI models. The balance sheet remains very strong with billions in cash and manageable debt. A drawdown in a high-quality growth name after a huge multi-year run isn't unusual. Stocks like NOW have his
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    • Joanne ElinorJoanne Elinor
      ·06-09 01:57
      $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Don't listen to the swing traders and the semi-bulls. They don't realize $iShares Semiconductor ETF(SOXX)$  is topping out. Buy in the 5's now because we'll see double digits very soon.
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    • Joanne ElinorJoanne Elinor
      ·06-08 17:03
      $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Though the premarket looks like this, it could be a whole different story once regular trading hours begin.
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    • Joanne ElinorJoanne Elinor
      ·06-05
      $IBM(IBM)$ IBM should break through $350. The five-star analyst has been consistently upgrading, and Citi usually gets the price target right every time. They're calling for $375.
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    • Joanne ElinorJoanne Elinor
      ·06-03
      $IBM(IBM)$ 6 million new shares were shorted on June 1st. If it starts running again, that could add more fuel. I think it could run.
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    • Joanne ElinorJoanne Elinor
      ·06-02
      $ServiceNow(NOW)$  Based on what the NVIDIA CEO mentioned, the stock price could return to previous highs soon. A threefold increase in productivity suggests a market cap of $400 to $500 billion is achievable.
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    • Joanne ElinorJoanne Elinor
      ·06-02
      $Dell Technologies Inc.(DELL)$ A big push into the close. I'm guessing we close around $475. We should see $500 next.
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    • Joanne ElinorJoanne Elinor
      ·2025-12-29
      $Tiger Brokers(TIGR)$ Tiger Brokers’ interest expenses for Q3 2025 were $21.9 million, up 39.8% from $15.7 million in the same period last year. Still bullish.
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    • Joanne ElinorJoanne Elinor
      ·2025-11-18
      $SMIC(00981)$ Nice little gain on SMIC! Capitalizing on chip boom & homegrown substitution. Q3 capacity hit 95.8% — production lines are packed! Snagged the Contra688 cash vouchers too, free money feels good. Staying long for the next lift-off!
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