倪凯多王子

    • 倪凯多王子倪凯多王子
      ·02-07 15:29
      $Pinterest, Inc.(PINS)$  🚀 Pinterest FY2024 Stock Analysis: Strong Growth or Stagnation Risk? 📈📉 Pinterest ($PINS) just delivered impressive FY2024 results with revenue up 19% to $3.65B and net income soaring to $1.86B. The platform’s user base grew 11% to 553M MAUs, while ad monetization remains strong. 💡 Financial Highlights: ✅ Gross Margin: 79.4% (well above the 60% benchmark) ✅ Net Margin: 51.1% (strong profitability) ✅ Debt to Assets Ratio: 11.1% (low debt, strong balance sheet) ✅ Cash Coverage Ratio: 6.3x (ample liquidity) ✅ Target Price Range: $53 - $93 | Fixed Target: $73 | Rating: Strong Buy ⚠ Potential Risks: 🔹 User Growth Dependency – If growth stagnates, target price drops to $48 - $84 🔹 Advertising Relia
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    • 倪凯多王子倪凯多王子
      ·02-05
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    • 倪凯多王子倪凯多王子
      ·02-05
      DeepSeek’s AI breakthrough is impressive, but Nvidia’s market leadership remains unshaken. Here’s why: ✅ CUDA Ecosystem – 15+ years of optimization, adopted by all major AI frameworks (TensorFlow, PyTorch). DeepSeek’s alternative is new and unproven. ✅ AI Hardware Leadership – Nvidia’s H100 & Blackwell GPUs still outperform competitors in AI training & inference. DeepSeek may change software, but it still needs powerful AI chips. ✅ Enterprise Lock-In – Amazon, Microsoft, Google, Meta are deeply invested in Nvidia's ecosystem. Transitioning away from CUDA is costly and complex. ✅ Network Effects – Developers, data centers, and hyperscalers already run on Nvidia—switching isn’t easy. 🔥 Bottom Line: DeepSeek is just the beginning of competition, but Nvidia’s dominance in AI infrastruc
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    • 倪凯多王子倪凯多王子
      ·01-27
      $Rigetti Computing(RGTI)$  $RGTI 20250131 14.0 PUT$ When everyone is greedy, I'm scared [Surprised]  
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    • 倪凯多王子倪凯多王子
      ·01-18

      🚨 Is Quantum Computing Inc. (QUBT) too good to be true? 🚨

      $Quantum Computing Inc.(QUBT)$ Recent investigations into Quantum Computing Inc. (QUBT) reveal alarming discrepancies between its claims and reality: 🔍 Missing Foundry? QUBT touts a "state-of-the-art" chip foundry at Arizona State University. Yet, investigations show no visible infrastructure for chip manufacturing at the site. 📉 Shaky Financials Revenue: ~$0.4M annualized (Q3 2024) – far below its ambitious promises. Cash: Only $3.1M, while relying on high-risk financing from Streeterville Capital, notorious for "death spiral" lending. ❓ Unrealistic Press Releases? Claims of TFLN chip purchase orders are overstated, with UT Austin reportedly distancing itself from QUBT’s announcements. 🚩 Pattern of Hype From quantum computing to AI to chips, QUB
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      🚨 Is Quantum Computing Inc. (QUBT) too good to be true? 🚨
    • 倪凯多王子倪凯多王子
      ·01-13
      $CHINA RES BEER(00291)$ stands out as a top pick in China's premium beverage market, now trading at just HKD 23. With strong FY2023 growth, including 9.7% revenue increase and healthy 8.2% net margins, the company is capitalizing on premiumization and baijiu expansion. Supported by 52% ownership from China Resources Company and 17% institutional backing, its strategic focus is driving long-term profitability. Trading well below fair valuation (target: HKD 31–HKD 43), this is a rare opportunity to invest in a resilient market leader positioned for growth in China's booming consumer sector. 🚀🚀
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    • 倪凯多王子倪凯多王子
      ·01-12

      Tencent: A Resilient Buy Amid Uncertainty

      $TENCENT(00700)$  $Tencent Holding Ltd.(TCEHY)$  $Tencent HK SDR 10to1(HTCD.SI)$ Tencent presents a compelling opportunity to invest in one of China’s leading tech giants at a significant discount. Despite recent inclusion on the US Pentagon blacklist, Tencent’s strong fundamentals and growth trajectory make it a resilient choice for long-term investors. In H1 2024, Tencent’s revenue grew 8% YoY to RMB 320.6 billion, with net profit surging 72% YoY to RMB 89.5 billion. Gross margins improved to 53%, reflecting operational efficiency and a focus on high-margin businesses like gaming and
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      Tencent: A Resilient Buy Amid Uncertainty
    • 倪凯多王子倪凯多王子
      ·01-10
      $D-Wave Quantum Inc.(QBTS)$  for whom that  fomo to enter the market , please think twice! Concerns (Risks): Significant Losses: Net losses are substantial and unsustainable. With a negative net margin of -701% in Q1 2024, D-Wave's business model is far from profitability. Over-Leveraged Balance Sheet: A debt-to-assets ratio of 176% indicates a high risk of insolvency. The company is heavily reliant on external funding, which may dilute shareholders or increase financial strain. Cash Burn: While current liabilities are adequately covered (current ratio of 3.1), cash reserves are depleting quickly, covering only 31.9% of total liabilities. The company will likely need additional financing soon. Liquidity Issues: Long-term liabilities exce
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    • 倪凯多王子倪凯多王子
      ·01-08
      $TENCENT(00700)$  Enter oversold. Time to collect before rebound [Miser]  
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    • 倪凯多王子倪凯多王子
      ·2024-03-28
      $SATS LTD.(S58.SI)$  The more it drops, the more I collect 😁 Today is the reward day...finally🤑🤑
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