To The Moon

$nCino(NCNO)$ currently NCNO is very near to the trend line. i decide to give this trade a try. Do set your stop loss and take profit price.  12-Feb: strategy that I applying is William alligator in conjunction with MACD. for alligator trigger, u need to see the crossover and price have to be above the crossover line.  if you observe the chart, price is still below the lines. Therefore some risk does apply. Stop loss can be set 2 ATR below the recent low. 

$Palantir Technologies Inc.(PLTR)$  Unbelievable! Is there no one else ? [Serious]  

1. $Amazon.com(AMZN)$ Competitive Moat: It's marketplace receives more than 300 million visits every month creating strong network effects.It currently operates 121 warehouses across the US which makes it impossible for any newcomer to match its selection and speed of delivery.It has multi-billion businesses running on AWS that creates high switching costs. Plus, this segment has become increasingly capital intensive which makes the industry concentrate around the big providers.- 5 year revenue CAGR: 13%- Gross margin: 48%- Forward P/E: 36Image2. $Alphabet(GOOG)$ Competitive Moat: Its search processes trillions of queries annually, establishing an unparalleled data advantage and network effects. Every sea

$MARA Holdings(MARA)$  was my second biggest trade previously. Looks like it's coming back to an acceptable buy zone at around $14.92 - $15.7. I will be nibbling around these prices and if BTC drops to 90-92k around here, I would buy more too.

$XIAOMI-W(01810)$   The co-founder of Xiaomi is committing time and effort and dedication to creating a great product. I stay invested in Xiaomi as @leijun Lei Jun is smart, hardworking and committed Xiaomi with it's great mission, value and ecosystem is why I stay invested too. Will Xiaomi be 10x from here?

Earnings Calendar (10Feb2025) I am interested in the following earnings in the coming week: McDonald’s, Hertz, Shopify, Honda, Lyft and CVS Health. Let us look at Lyft in detail. Description of LYFT in QuickFS Lyft has a “Strong Buy” recommendation based on Technical Analysis. Analysts’ Sentiment is “Buy,” and the price target is $18.80. This implies an upside of 32.71% from the last closed price, which grew 8.7% from a year ago. Observations about LYFT: Revenue grew from $343 million in 2016 to $4.4 billion in 2023. Gross profit grew from $64 million in 2016 to $1.8 billion in 2023. The company has not been profitable since the year 2016. It ended the year 2023 with an operational loss of $476 million. However, its losses have been decreasing over recent months. Earnings per share (EPS) h

Before all the so called Robotics takes place .. folks will dump Tesla cars . As it stands , the Tesla value of Tesla cars is plummeting.  If we look at yearly growth , Tesla sales actually declined in 2024z Mush has guided for growrh in 2025, but frankly that looks like a stretch coz Chin Se buyers are likely to give it a miss given the political tension between The Musk led US administration and China. Next China is already leading in robotics and the notion that Musk's a robots will replace US workers is a piped dream.. it would be essentially ceding control over to Musk. Corporate America will certainly hedge their bets . meanwhile Tesla is likely to hit $300 by  1H25. almost half of Wedbush's $ 550 target.

$RONGZHONG FIN(03963)$ It’s truly heartbreaking to think about the pain and devastation caused by these scammers. They seem to have no conscience, preying on people’s trust and desperation, whether young or the elderly who may not be as familiar with the tactics used in these schemes. Once they've exploited someone's savings, they simply move on, leaving nothing but destruction behind. The truth is, many of us are vulnerable to such deceit because the allure of fast wealth is powerful, and who doesn’t want to believe in an easy path to financial success? But remember, if something sounds too good to be true, it usually is. Scammers prey on that hope, using promises of quick returns and effortless gains to lure you in. One of the best pieces of a

Fully vested in$Alibaba(BABA)$  Written by Lucas L, Purely my own opinion, do your own due diligence. May contain some error in my understanding. In recent years, the U.S. government has implemented stringent export controls on advanced technologies, including high-performance computing hardware, to limit China's access to cutting-edge AI capabilities. Among the most significant moves was the restriction on the sale of high-end servers powered by Nvidia's advanced GPUs, which are critical for training large-scale AI models. While these measures were intended to curb China's AI development, they inadvertently spurred Chinese tech giants like Alibaba and emerging AI firms like DeepSeek to innovate, leading to the creat

$SGX(S68.SI)$  AI sentiment summary for SGX (s68.si) Over the past ten days, the price movement has shown a generally optimistic trend, with the closing prices fluctuating between 12.23 and 13.99. Notably, there were several instances of optimistic and extreme optimistic sentiment, particularly on January 28 and February 6, when the price reached 12.23 and 12.71, respectively. However, there was a brief shift to pessimism on February 4, when the sentiment turned negative, resulting in a slight decrease in price to 12.33. As of the latest closing value on February 7, the price stands at 13.99, categorising it as extreme optimistic sentiment. Given this outlook, we can anticipate that the next session's price will likely remain above the extr

ROIC is historical and means little unless they have a strategy to maintain that . With so much funds allocated to buy backs at elevated levels , i think the argument for superior ROIC is spurious . Fact is that consumers have greater choice now , including Deepseek and Apple is unlikely to be able to monetise Apple Iintelligence for a subscription fee. Conclusion: Apple is overvalued and Buffett is right 

You can't write a bear case without talking about the Google payment they receive every year to be default search engine. It's around 30 billion in pure profit. Google is being sued to stop this, so deduct that amount from apples earnings and then work out the valuation you're paying. 

I think the PC and gaming will continue to decline foreshadowing any growth in data center business, if AMD catches up, Nvidia's quarter earnings will show declining gross margins which is doubtful since Nvidia Blackwell deliveries have started. Obviously, Nvidia is priced for perfect execution quarter on quarter. Any increase in data center business will impact gross margins for both into 2026 and 2027. The bull case for TSMC is clearer as Arizona plant ramps up and increases capacity as any growth will be limited by TSMC. ARM, Apple, Nvidia, AMD all need TSMC, expect tariffs soon on Taiwan and buying opportunity for TSMC.