Hey longs. One thing I found interesting during the last fb earnings call was mark was saying they’re going to separate the earnings for the vr labs entity. Fb wouldn’t do that with Instagram but they made a point of doing so with the metaverse stuff. I’m thinking that while the meta verse is years off when they announce quarterly earnings they want to specifically let investors know how it’s coming along. I think this is a good thing. Any thoughts? $Meta Platforms, Inc.(FB)$
$Roku Inc(ROKU)$ Roku now trading at roughly 6 times 2023 revenue and 2023 pe of 60. And that’s assuming they don’t beat estimates - which they always do. Based on last several years avg earnings and revenue beats, probably more like 5x 2023 revenue and 45 pe in 2023. And the whole OTT streaming transition is in the early innings. By 2025 it’s 3x sales and a 20 pe. This is a no brainer at $200.
Anytime this stock falls below $300 it'll reverse straight back into $300+ within a couple of weeks, guaranteed.Metaverse got announced and blew this thing up from the $200's to the $300's.Earnings Report was stellar, and once again blew this thing up from $280 to the stratosphere of $340+.Although I would've said I agreed with folks that thought this couldn't get back into the $200's after some of that action, I'm glad to be wrong since this gives such great opportunities for those wanting a piece of the pie at a nice rate. $Meta Platforms, Inc.(FB)$$NVIDIA Corp(NVDA)$
$ChargePoint Holdings Inc.(CHPT)$ Once the market has a chance to digest the earnings, this stock will move up. Really excited for the future of CHPT with it's growth and rapid expansion in Europe. Wider operational loss is just a side effect given how much the company is investing and building its infrastructure.
$SoFi Technologies Inc.(SOFI)$ Let's hope we get a week of solid gains and a sweet charter afterwards! Should put us above that lowly 20 dollar range for sure, working on that 25. I will be taking profits at that point. I've been holding close to 14,000 shares for a while. Time to clip about 4 grand at 24-25 RANGE
$Amazon.com(AMZN)$ How about maybe it's about the valuation? Maybe investors are a little skittish about paying almost 70 times earnings for a company who missed earnings and revenue estimates last quarter and whose growth is clearly slowing? How come it's manipulation only when the stock goes down?
$Lucid Group Inc(LCID)$ Sold at 46.92. Made 4k. The fact that this stock kept bouncing off 56, there isn't going to be another catalyst until Jan or Feb in the next earnings report, and there's nothing but bad macroeconomic news, I'm confident I will be able to get back in lower than what I sold before then.
All chips are hot. NVIDIA will turnaround and go higher too. Nobody , I repeat Nobody can live without chips. When I went to a mountain a few years back . It was so high that I could touch the clouds. The farmers over there were using their I-phones etc with a WiFi connection.Do your own DD$NVIDIA Corp(NVDA)$$Apple(AAPL)$
$GameStop(GME)$ GameStop remains in a difficult position as an investment. The actual value of GameStop’s existing operating business is minimal. The company was barely surviving prior to the pandemic. And foot traffic to malls has dropped significantly since then; GameStop’s legacy brick and mortar business is not going to be a meaningful profit center for much longer.
Since Feb 2020, when we first felt the force of Covid 19 reality here in US...we have learned a LOT.Time to put 2 and 2 together and get the answer RIGHT!Too much FUD has worked to divide the intelligent and sincere folks into hating each other.WE ALL just want to get past Covid and get back to NORMAL life. Right??The approved "vaccines" aren't working RIGHT. They worked ok...BUT NOT like a True vaccine should.The vaccinated were able to get Covid, and Spread Covid...some even got Covid multiple times.TOO many that were "jabbed" got more sick from the "vaccine" than from the Covid itself.Countries like Israel and UK that have very HIGH vaccination rates HAVE some of the HIGHEST rates of infection Today.Facts are Facts.The Headlines tell the tale, even if FUD replaces them quickly.I am just
Vaccine stocks are up due to new quaratines and restrictions. COVID is not disappearing like we all knew and this year will still be the same mess. Why e commerce is not up as well? Wish will beat earnings estimates and maybe profitability will be a real thing next quarter. What your thoughts on this?$Amazon.com(AMZN)$
$PayPal(PYPL)$ holding puts right now is very risky. From 310 to 185.. that opportunity is already passed. If not, we don’t have much more to drop and an incentive to sell. Way more upside, for TA, a spring to 210 is imminent with an inevitable gap fill to 230 soon enough