Get more if it ever reach 49.95, but I fear it may not even get close to 50! Fundamental is important but one's understanding towards the business is even more critical. If you think bulls are out of their minds at 120.00 then you will have to assume bears are insane at 6.00 too. Lesson learnt is fundamentals don't win all the time, it is the simply the modest version of the two extreme world the stock market is seeing.
I disagree with the author. Hope is not a strategy but buying a competitive business at a lower price is. Despite all the hoohah and the pullback, nothing has fundamentally change looking at PLTR business. The moat is there and if you notice there is not a competitor operating in the same sphere to be able to compete with them. Yes, sentiment is driving the stock market and the stock prices may not justified in any way from a fundamental point of view at times - this is how money is made in Wall Street. People start to fear if they do not understand PLTR business. For those who understand and continue to have conviction to DCA will eventually make a lot of money. We have seen this in TSLA and now PLTR. If DoD is to cut defense budget, the only logical way of d
Palantir: Hope Is Not A Strategy
SummaryPalantir Technologies Inc. is extremely overvalued, with valuation multiples like P/E ratio of 617 and P/S ratio above 100, making it a 'Strong Sell.'Despite impressive revenue and earnings gro
No moat, may not be an attractive investment in the long run... Short Mario run perhaps despite all accounting risks!
Super Micro Computer: Make Sure You Buy Before Feb 25
SummarySMCI missed revenue estimates for the Dec'24 quarter and also revenue guidance estimates for Mar'25 and FY25. But I am bullish due to a 65% growth outlook for FY26.Margin erosion is a headwind
Disagree with the author, nevertheless thanks for sharing
Nvidia Bearish Momentum Explained
SummaryNVIDIA’s meteoric rise has been fueled by the generative AI boom, but history shows that tech hype cycles often result in overcapacity.15% of its Q3 2024 revenue came from China and Hong Kong.
Investors are spoiled brats, never satisfied at anything and wanted everything! Looking back 2 years from now they will see how foolishly they have reacted.
DeepSeek Spooks the Stock Market. Why China's AI Model Is a Big Concern for U.S. Tech
Chinese artificial intelligence lab DeepSeek's new chatbot has put the U.S. stock market into panic mode.Futures tracking the tech-heavy Nasdaq 100 index were plunging Monday as Silicon Valley heaped praise on R1, an AI model launched on Jan. 20.DeepSeek topped the Apple App Store over the weekend, and R1 had already cracked the top 10 of the UC Berkeley leader board Chatbot Arena, a ranking of the top-performing AI assistants.Investors' big worry was about costs. DeepSeek said it had spent just $5.6 million training R1, although that headline figure excludes research and development expenses. Last week, U.S. tech companies OpenAI and Oracle committed to pour hundreds of billions of dollars into the Trump administration's Stargate AI initiative."This is causing an existential crisis in the U.S. stock market...DeepSeek is a clear reminder that U.S. AI dominance cannot be taken for granted," Kathleen Brooks, research director for the online broker XTB, said.DeepSeek's cheap model could f
This cannot be true, if you know their technology... Let's save this and see how AMD fair by end of 2025.
AMD: A Top Pick For 2025
SummaryAMD is significantly undervalued, despite narrowing the technology gap with Nvidia and raising AI revenue guidance throughout 2024.AMD's potential market share in the AI GPU space could grow, driven by new product releases and partnerships with tech giants like Microsoft and Meta.Technical indicators suggest AMD is oversold, presenting a buying opportunity with a potential 12-month price target of $250, approximately 100% above its current price.AMD's robust EPS growth potential and favor