we are definitely rotating out of big techs but $(Mu)$ and $(Amd)$ bucking the trend inflation going up all week - not good if this continues but I’ll take MU n Amd all day
$Visa(V)$ Imagine receiving news soon about Amazon settling their dispute in the UK as per the CFO prior update now that sentiment has reversed, this will bounce dramatically!
Worst case scenario is that on Fri. we make a double-bottom at $109. $(RIVN)$ will jump back to $150 (The start of a bullish pennant flag) once the stock has found "the bottom." I'd be surprised of the stock were that bullish, but I'd be even more surprised if we were to break upward without retesting $107-109.
boy was I right about Dell. Not sure how they plan to stay in business if they can’t deliver computers 4+ months after they’ve been ordered. I’m sorry but the “COVID supply chain issue” will only hold water for so long. Get your $(H)$ !t together, $(Dell)$!
I dont buy $Rivian Automotive, Inc.(RIVN)$ 1. $(Ford)$ and $(Rivian)$ backed away from a deal, where both companies were going to collaborate to make electric vehicles. 2. The Ford representative on Rivian Board of Directors have also stepped down. 3. The new CEO of Ford said that they are focusing on making their own electric trucks. Having the backing of Ford is why a lot of people invested in Rivian.
Warren Buffett’s Berkshire Hathaway Inc. cut two of its payments bets -- holdings in $(Visa)$ Inc. and $(Mastercard)$ Inc. -- as it also pulled back on investments in pharmaceutical giants AbbVie Inc. and Bristol Myers-Squibb Co.Berkshire reported a 30% decrease in AbbVie and a 16% cut to its Bristol-Myers Squibb investment during the third quarter, as well as no longer showing a stake in Merck & Co., according to a filing released Monday. The Visa and Mastercard holdings were cut 4.3% and 6% respectively.
$(CLOV)$ We are sitting@2.36 B valuation and "Clover continues to scale with a current annual revenue run rate of $1.7 billion. We expect our strong growth to continue," so the current valuation is 1.38x of revenue so its definitely undervalued but current problem is its expanding and its expenses are way higher so if they reduce their expenses and continue with their revenue growth which should be possible by 2nd qtr of 2022 the stock would go parabolic any thoughts
$Amazon.com(AMZN)$ I suggest the transitory will be reset and the reset will only when the lag of inflation until the 6.5 billion dollars has been swallowed up in the economy, the whole while increasing home prices why because the immigrants won't have to the same charges that we as Americans have to pay taxes will be dismissed all this will have a catastrophic effect in the short-term raising prices astronomically and also could be a reason why bidding wars on houses are going on. when it's not your money sky's the limit baby
$AMC院线(AMC)$ RESHARE THIS: There will be a MASSIVE drop sometime early during moass. Something like from 60$ to 500$ all the way back down to 100$. This will be caused by coordinated sell offs by institutions. DONT WORRY, KEEP CALM AND HODL through it. If you believe these tutes are with us, you are extremely naive.
Everybody ‘hates’ $(FB)$. That’s why it’s so cheap. Politicians uniformly hate them, conservatives and liberals alike, but FB is here and huge for a reason. There is a market for it. Zuckerberg is not a likeable person. He is not charismatic. BUT, he has vision. Why did FB get such a huge user base. Why did they buy Instagram? Was that a smart move? He can recognize the future and you can believe that what they’re building at ‘Meta’ is the future. People ‘are not interested’ BUT they will use it, whatever IT ends up being.This is early early days… Early days indeed. Think about it... There are companies with ZERO earnings that command huge valuations. FB has $50 BILLION in income!!!!! Wake up! This company is CHEAP!!!!