Shenpwe
Shenpwe
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avatarShenpwe
2021-09-15

The metaverse is expected to be the future of work and play

The metaverse is expected to be the future of work and play, and an increasingly common aspect of our daily lives. Other companies with early involvement include Facebook, Roblox, Unity Software, and Microsoft. All of these except for Facebook are currently listed in the top 10 holdings of the Roundhill Ball Metaverse ETF (NYSEMKT: META), with Nvidia leading the way in asset weight at 8.7%, a full 3% asset weight higher than the second-ranked holding. Nvidia stock has been on a tear lately, supported by second-quarter record revenue of $3 billion and a 4-for-1 stock split on July 20. But even after a year-to-date share price surge of 71%, it likely still has plenty of room to grow. The average analyst target is slightly above the current price of $223, but the high is $328, representing a
The metaverse is expected to be the future of work and play
avatarShenpwe
2021-11-16
2022 with the announcement of Apple car production for roll out in 2024, SP will hit $300+. 2023 with the anticipation of rolling out the car in 2024, SP will hit $500+. 2024 introducing the Apple car, SP will hit 700+. The rest is history (just like when Apple introduced iPhone in 2007, it buried the competition - RIP Blackberry, Nokia, Ericsson, Motorola, etc...). FYI, Tesla is trading at 337 PE; Apple at 26 less, that is less than 10%.$Apple(AAPL)$
avatarShenpwe
2021-09-22

does anyone understand why semiconductor companies underperform other tech companies recently

does anyone understand why semiconductor companies underperform other tech companies recently? Aren't they better positioned for tapering environment? I was thinking that if bond yield will start rising then unprofitable internet companies valuations will be hit, but profitable tech companies like semiconductors should feel relatively better then. So what's the problem then and why have this problem?$AMD(AMD)$
does anyone understand why semiconductor companies underperform other tech companies recently
avatarShenpwe
2021-11-15
I will give the bear case for the ER! - lower sequential and YoY growth on gaming relative to Q2 results - expected revenues growth of only 95% in Q3 vs 157% in Q2 - sequential growth from Q2 to Q3 is just a few percentage points - expansion of Shopee cutting into overall gross margins of 41% in Q2 to perhaps only 40% in Q3 - supply chain disruptions? And taper of pandemic tailwinds? Those are some bear points. But I do expect bears will be shocked to find what transpired in Q3 (my analysis on sensor tower data)!! Stay tuned to Tuesday for the shock bears will be treated to …$Sea Ltd(SE)$
avatarShenpwe
2021-09-01

can we please stop the comparisons XPEV

can we please stop the childish comparisons XPEV... most people on here don't care ... I have been holding NIO since IPO.NIO stock appreciation is significantly more than XPEV.I am holding both.I sold TSLA pre split ... duh! The competition is the legacy car makers ... the sooner we get away from ICE pollution the better off we all are.$XPeng Inc.(XPEV)$
can we please stop the comparisons XPEV
avatarShenpwe
2021-06-08
Shorts still haven't started covering yet. When they do, this will rocket higher. HOLD your Shares! There are over 23 Million Shares Short, when the Squeeze happens this will gap up huge. Up your price targets! $62 was months ago, we are going higher this time with all the good news$fuboTV Inc.(FUBO)$
avatarShenpwe
2021-11-08
Shorts talking big after being wrong for a whole month. The reality is this company has been thrust in to such a level of success from the pandemic, that all it takes is a little investment into more diversified offerings before this can become a genuine mega cap. 250b is not out of the question.$Zoom(ZM)$
avatarShenpwe
2021-08-30

buy, hold, relax

Seriously clowns, take whatever money you’re making bashing PLTR and buy, hold, relax. We all know it’s your job, but no one with money is fooled by your gifs and cartoons. You can thank me later. The next market correction should offer a nice buying opportunity 75 days away from Q3 earnings. Will pass $400m rev. Cash, cash, cash!!!!!$Palantir Technologies Inc.(PLTR)$
buy, hold, relax
avatarShenpwe
2021-11-10
FuelCell Energy, Inc — a global leader in fuel cell technology with the purpose of utilizing its proprietary fuel cell platforms to enable a world empowered by clean energy — announced it has signed a 6-month extension with Exxon Mobil Corp to continue collaboration on carbonate fuel cell technology for the purpose of capturing carbon dioxide from industrial facilities and power generation. So, investing in this is investing in the future.$FuelCell(FCEL)$ $Exxon Mobil(XOM)$

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