$Rivian Automotive, Inc.(RIVN)$ This is a beauty of a company and truck, but the stock price is so over priced its not even funny, and todays news should illustrate to the bag holders to get out now and get back in a couple years from now when the price has normalized in the $20's - $40's a share...
$XPeng Inc.(XPEV)$ Cathie you must be a fine lady and i do agree Xpev is a good investment but future is in battery swap whichis patented by Nio as I have traveled in Europe with Tesla which is fine but in cold weather battery takes too long to charge but battery swap takes 4 minutes and you are on the with 100% the rest is truly not practical and if you want to stay green than company will recharge your battery by wind or sun cells
$Palantir Technologies Inc.(PLTR)$ PLTR never fails to make a short money and the best stock on the market for shorting! What’s the record now, 25 down days out of 30? Amazing good.
I think NVDA is a great company with good leadership, but they're overvalued. They have 25b in Rev with 11 billion in profits with growth of 20 to 25% ahead and selling at a 4x Qualcomms PE and FPE and Market cap. Qualcomm has a very similar growth forecast and has beaten the forecast the last 15 of 16 Quarters. Qualcomm has more Rev and just about the same profit of 11b. why would you own Nvidia a 800 billion market cap, crazy hi valuation compared to a Qualcomm 200 billion market cap with very similar profits, revenue and growth ahead.. The only thing Nvidia has on Qualcomm is margins 31% and Qualcomm is 26 which they believe by 2023 they will have those same margins. no brainer... It no longer makes sense to own these crazy hi valued stocks take my advice take profits in Nvidia and buy
They$NIO Inc.(NIO)$ have MORE THAN doubled their deliveries every year for 3 straight years! Over 70,000 pre-orders of the ET7, which alone adds 5,800 a month to next year's deliveries (unless they make them at a faster rate per month and keep adding new orders to that). We will also start making/delivering the ET5 and the new brand to sell to the mass market in September or October. That isn't counting that NIO will be selling in 5 European countries next year. We could EASILY be over 250,000 to 300,000, or more. We now have a capacity of 25,000/month (300,000/year), assuming that all of the upgrades are finished, and after September of 2022, we will have a 600,000 (50,000/month) capacity. Both of those numbers are based upon double shifts.All of tho
As far as the arguments I've seen over here on US crippling Chinese tech companies like Alibaba and keeping their expansion down because they keep their stocks low. Not sure how other Chinese tech companies are, but Alibaba has $70bn cash on hand. They don't need to sell stock to fund any endeavors. If they did, they wouldn't be "wasting" $15bn on stock buybacks. The stock price is irrelevant to a company like Alibaba. Just like it was to Amazon in 2003. Sure, you want your market cap to be high, but they will pay all of their bills regardless. $Alibaba(BABA)$$Alibaba(09988)$
Intel is in a great position, right now, in this market. Deep value here. May not be realized in 3-6 months, but by 2025, Intel will be generating $150 billion in revenue at around 52-55% margins. Intel is in a unique position with technology process development and design, and manufacturing. With increased Capex to drastically increase manufacturing capacity, Intel will boom over the next 10-20 years. The manufacturing side of Intel will prove to be the edge against competitors. If you believe we are still in the beginning stages of a massive digitalization, Intel is well positioned to lead in many aspects of technical manufacturing and design.New CEO is well versed in software and hardware, and is a Intel original. He will prove to be to Intel as valuable as Lisa at AMD
Many analysts warned market may have bubbles and big corrections may happen? AMD could drop more if Nasdaq corrects more!In a situation like this, I have to remind myself about Peter Lynch's famous quotes: (1) A price drop for a good prospect stock is an opportunity to buy more at cheaper prices. (2) Invest in companies which have good earnings prospects, financial condition, competitive position, etc.(3) Stand by your stocks as long as the "fundamental story" of the company hasn't changed!AMD certainly is the right candidate for that! I am sure there will be many "new millionairs" created for those who know how to take advantage of this correction!As Lusa Su said "The best is yet to come!" GLTA (longs & smart shorts)! $AMD(