$CTIHK(06055)$ Overall, CTIHK has a very solid business model, with a relatively stable guaranteed net profit every year and significant growth potential ahead. Although the stock price had already surged last year, the current P/E ratio of 18 still feels undervalued. If it were listed on the A-shares market, I believe it would start at least with a P/E ratio of 40. The potential is huge and definitely worth keeping an eye on!
$Intel(INTC)$ is on the right track! The company has officially confirmed smooth progress on its 18A process, with mass production expected by mid-year—marking a major breakthrough in advanced manufacturing. With a strong focus on integrating chip design and fabrication, and upcoming bold moves from the new CEO, Intel’s stock could be poised for a significant rally. The future looks promising!
$Novo-Nordisk A/S(NVO)$ has made remarkable strides by integrating AI into the drafting of regulatory drug documents. By utilizing Claude, they've reduced the time to draft clinical research reports from around 15 weeks to less than 10 minutes—an incredible leap in efficiency! What's even more impressive is that tasks that once required over 50 writers can now be completed by just 3 people with the help of Claude, all while spending less than the salary of one traditional writer. The introduction of AI has drastically lowered costs and enhanced accuracy, marking a major milestone in the future of the healthcare industry!
$Alphabet(GOOG)$$Alphabet(GOOGL)$I am wondering if party is over for GOOGL and it is going toward $100, may be because Anti Trust Investigation, UK has something similar and Musk claiming to build biggest Search Engine, which will bring google down. Nothing make sense about this stock anymore, and google being tight lip about everything, and $6-8 drop is very common everyday from $180.
$Intel(INTC)$There is no logical reason for a company to buy Intel at this time. They can wait until they are dropped from the dow and next earnings are horrible. The stock price will drop below $10 and bankruptcy is probably imminent unless they get bailed out. Then a company can buy them at a much better price.
$Broadcom(AVGO)$Tech stocks are quite toxic right now. It's very easy to look at them and conclude the prices are at a screaming buy but that could be a huge mistake. There is most definitely room for these stocks to fall further. Hope I'm wrong but there is a mad exodus out of equities and into bonds right now. If that continues for another few weeks these high flying tech stocks could fall another 15-20%. THAT would be the time to load up if it happens.
$Intel(INTC)$The split is the only way forward. Intel is losing market share on all fronts using chips made internally. It is starting to use $Taiwan Semiconductor Manufacturing(TSM)$ for its flagship designs and the early looks are encouraging. Hence, the sooner Intel ditches the fabs the better. The costs of building & sustaining investments in Fabs are astronomic and only pure play foundries like TSMC can afford them or a behemoth like $Samsung Electronics Co., Ltd.(SSNLF)$ . Intel is neither and is in much worse situation than both. It has the worst cost structure and worst competitive position between all leading edge foundries
$Tesla Motors(TSLA)$The problem is that the AI portion of the business is essentially a start-up. Why should we believe Tesla has a better chance of dominating these areas than any other company? Tesla had a 5-10 year lead in EVs at one point and now revenues are stagnant in a rapidly growing market segment, so market share is plunging. Why invest in a company that cant even compete in its current business? Pivoting to a new business because you are failing at the current one is a big gamble and with the current valuation, investors are taking enormous risk.The robotics opportunity is huge, but will Tesla be the leader here? Who knows?
$C3.ai, Inc.(AI)$if this dead cat can crawl back up to $21 it could be a good short from there.. puts have cheapened today (IV dropped ~30%) so buying the $17.50 October OTM Put for around $0.30-0.40 as the underlying hits $21 could yield nicely (assuming AI fails to crack $21 and slides back down)..