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940
General
JimmyHua
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2025-03-13
$Palantir Technologies Inc.(PLTR)$ $PLTR President of US Gov. Akash Jain on the software eating the world with TITAN "It is very much a software-centric acquisition, where hardware has been built around the software.""At the end of the day, Palantir does not bend metal."
$Palantir Technologies Inc.(PLTR)$ $PLTR President of US Gov. Akash Jain on the software eating the world with TITAN "It is very much a software-ce...
TOPSolHashira: b2b saas is ded with agentic ai. pltr dont even build software now that they partner w databricks. 60-70 range. today pump is karp exit liquidity. he thanks u all.
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1.36K
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JimmyHua
·
2025-03-13
$Tesla Motors(TSLA)$ Musk stinks and Tesla has already (and probably will continue to) pay the price, but I would not fuck around with this stock in either direction. RSI hit like 20 the other day so it’s way oversold. This thing could bounce a lot within a range that could absolutely ruin you depending on your position. Don’t get emotional about this shit, the market will do its work over the medium and long run, no need to lose your shirt over it.
$Tesla Motors(TSLA)$ Musk stinks and Tesla has already (and probably will continue to) pay the price, but I would not fuck around with this stock i...
TOPGuavaxf3006: I agree. But this time around the swings will be on a downward trajectory. My target for Tesla remains $180 for possibly a buy to hold.
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1.14K
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JimmyHua
·
2025-03-12
$Alibaba(BABA)$ Weekly is setting up for another leg higher tight weekly flag with the moving averages catching up this china theme is not done break over $145, can bring $160+ quickImage
$Alibaba(BABA)$ Weekly is setting up for another leg higher tight weekly flag with the moving averages catching up this china theme is not done bre...
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7.65K
General
JimmyHua
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2025-03-12
$Strategy(MSTR)$ People use all kinds of 'logical' arguments against MSTR's ability to maintain this 'growth' ... and from the frame of reference they are stuck in, their arguments make sense, but are missing awareness of what is actually happening here.It's sort of like someone arguing against Price to Earning ratios for tech giants in the 90s... they were right, but it didn't stop things from happening like TSLA approaching 200x it's earnings. It's irrational for MAG7 companies to be on average worth 30x their earnings... but they are. Try arguing against it... you can in ways that can't be disputed... but the markets are still going to do what they do.People will continue to miss why MSTR is at a premium to BTC, becaus
$Strategy(MSTR)$ People use all kinds of 'logical' arguments against MSTR's ability to maintain this 'growth' ... and from the frame of reference t...
TOPmizzle: Insightful perspective! Love this analysis! [Heart]
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1.84K
General
JimmyHua
·
2025-03-12
$NVIDIA(NVDA)$ I am a long term Nvidia investor. It is always hard to time the market. If you can be patient and be a long term investor then go ahead and buy some Nvidia. The markets are unsettling because of the uncertainty caused by the possibility of tariffs. Also I think Nvidia is in a consolidation phase. That’s my take but I could be completely wrong.
$NVIDIA(NVDA)$ I am a long term Nvidia investor. It is always hard to time the market. If you can be patient and be a long term investor then go ah...
TOPWayneEvans: Great insights! Love your perspective! [Heart]
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1.44K
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JimmyHua
·
2025-03-11
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799
General
JimmyHua
·
2025-03-12
Bitcoins value proposition is way different from those of the "traditional" investments. With stocks/index funds you have the expected revenue of the underlying companies. With real estate you have rental income. With bonds you also have an underlying company or government that will pay you a fixed interest rate.The only thing that gives Bitcoin value is how much other people are willing to pay for it. From a traditional perspective that sonds terrible. But if you look at why people might want to hold Bitcoin it becomes interesting.A permissionless, uncensorable monetary network can be very usefull to a lot of people. Especially with rising geopolitical tensions and a tendency towards more extremist governments. There are a lot of horror stories of people from thirld world (and even some f
Bitcoins value proposition is way different from those of the "traditional" investments. With stocks/index funds you have the expected revenue of t...
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5.87K
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JimmyHua
·
2025-03-11
A broad market sell-off often signals panic, but it can also create value. If the decline stems from macro fears (like rate hikes or geopolitical tension) rather than deteriorating fundamentals, it could be a buying opportunity. Strong balance sheets and resilient earnings are key signs to watch. However, if technical breakdowns and weak guidance persist, further downside may follow. Patience and selective buying of quality names on weakness seems like a balanced strategy. Avoid chasing rebounds too early.
A broad market sell-off often signals panic, but it can also create value. If the decline stems from macro fears (like rate hikes or geopolitical t...
TOPWINTERIN: Great insights! Love the analysis! [Heart]
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928
General
JimmyHua
·
2025-03-13
$NVIDIA(NVDA)$ Nvidia is on a tear, and this AI boom is nowhere near cooling off. Anyone still doubting its dominance is asleep at the wheel.
$NVIDIA(NVDA)$ Nvidia is on a tear, and this AI boom is nowhere near cooling off. Anyone still doubting its dominance is asleep at the wheel.
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936
General
JimmyHua
·
2025-03-14
$Tesla Motors(TSLA)$ Tesla's pullback toward $200 is a healthy correction, not a sign of weakness. Strong delivery numbers, improving cost efficiency, and growth in energy storage position Tesla for long-term gains. The recent dip increases the risk-reward appeal, with institutional buying likely to provide support. Tesla’s AI and FSD advancements remain key catalysts. Short-term weakness presents a buying opportunity for long-term growth.
$Tesla Motors(TSLA)$ Tesla's pullback toward $200 is a healthy correction, not a sign of weakness. Strong delivery numbers, improving cost efficien...
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499
General
JimmyHua
·
2025-03-13
$Alibaba(BABA)$ Alibaba shows strong revenue growth (8% year-over-year) and profitability, with a significant increase in net income (333%). The company's strategic investments in AI and cloud computing are promising for long-term growth. However, there are financial risks due to high debt levels (total liabilities of RMB760,169 million vs. cash of RMB610,041 million) and declining cash balances, which could impact financial stability. The high capital expenditures (RMB31,775 million) also strain cash flow, indicating potential liquidity issues. While the short-term and long-term equity analysis suggests a BUY due to strategic positioning and growth potential, the financial statement analysis recommends a HOLD due to thes
$Alibaba(BABA)$ Alibaba shows strong revenue growth (8% year-over-year) and profitability, with a significant increase in net income (333%). The co...
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1.05K
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JimmyHua
·
2025-03-14
$Palantir Technologies Inc.(PLTR)$ If you know you're in for the long term, you don't care about the dips but that also means you don't care about the ATHs either.I was deep in the red, enough to pick up two sports cars during the big dip, and added more at $7, then $23. $100 is nothing for what these guys deliver, they just don't know how to market themselves properly atm.Watch and see.
$Palantir Technologies Inc.(PLTR)$ If you know you're in for the long term, you don't care about the dips but that also means you don't care about ...
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1.06K
General
JimmyHua
·
2025-03-14
$Intel(INTC)$ Intel appoints Lip-Bu Tan as chief executive officer.He's one of the most respected and well connected individuals in semi conductor space. He knows the CEO of TSM and he's on the board of Softbank.He brought back a company on brink of extinction and gave 3500% return to the shareholders.
$Intel(INTC)$ Intel appoints Lip-Bu Tan as chief executive officer.He's one of the most respected and well connected individuals in semi conductor ...
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663
General
JimmyHua
·
2025-03-14
With volatility expected to persist, inverse ETFs offer a more cost-effective hedge than buying puts. Puts suffer from time decay, making them expensive in choppy markets. Inverse ETFs, like SH or PSQ, provide direct downside exposure without the premium loss. They’re also easier to scale and manage in volatile conditions. For short-term hedging, inverse ETFs offer better flexibility and value.
With volatility expected to persist, inverse ETFs offer a more cost-effective hedge than buying puts. Puts suffer from time decay, making them expe...
TOPJesseBerkeley: Great insights! Love this strategy! [Heart]
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1.34K
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JimmyHua
·
2025-03-14
$Luckin Coffee Inc.(LKNCY)$ Luckin’s rapid store expansion and growing market share in China give it a competitive edge. Its focus on premium coffee offerings and innovative product launches drive customer loyalty and higher margins. Luckin’s ability to scale quickly while maintaining profitability sets it apart. Strong brand recognition and improving operational efficiency support long-term growth. Compared to Mixue’s low-cost model, Luckin’s premium positioning offers greater upside.
$Luckin Coffee Inc.(LKNCY)$ Luckin’s rapid store expansion and growing market share in China give it a competitive edge. Its focus on premium coffe...
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561
General
JimmyHua
·
2025-03-14
Comment
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1.23K
General
JimmyHua
·
2025-03-17
$NVIDIA(NVDA)$ 5 years ago: $INTC traded at a PE of just 11.8 $NVDA traded at a PE of 60.5 The result? $INTC -60% $NVDA +1,708% If you still use the PE as your only method of valuing a stock, just buy an index fund and call it a day.
$NVIDIA(NVDA)$ 5 years ago: $INTC traded at a PE of just 11.8 $NVDA traded at a PE of 60.5 The result? $INTC -60% $NVDA +1,708% If you still use th...
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1.17K
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JimmyHua
·
2025-03-17
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1.03K
General
JimmyHua
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2025-03-17
$Intel(INTC)$ Intel, once the dominant leader in the chip industry, has been struggling in recent years.In 2024, Intel posted a full-year net loss of $18.8 billion, and its market value shrank by more than half. Layoffs, factory sales, declining performance, and being removed from the Dow Jones Index — bad news has been piling up. Amid the rise of competitors like NVIDIA and AMD, Intel seems to be stuck in a quagmire.At this critical moment, Intel’s board of directors made a significant decision: appointing Lip-Bu Tan as the new CEO, effective March 18.The 65-year-old Chinese-American had resigned from Intel's board of directors in August 2024, but has now been urgently recalled. Following the news, Intel’s stock price su
$Intel(INTC)$ Intel, once the dominant leader in the chip industry, has been struggling in recent years.In 2024, Intel posted a full-year net loss ...
TOPSiliconTracker: Looking forward to INTC delivering good returns for investors.
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7.55K
General
JimmyHua
·
2025-03-18
$Alibaba(BABA)$ If everyone is betting on a $BABA breakout, be cautious. A break above $150 could trigger a short squeeze, but watch for the volume—it's the real tell. Are the smart money players loading up, or is it just retail chasing the hype? Follow the liquidity, not the headlines.
$Alibaba(BABA)$ If everyone is betting on a $BABA breakout, be cautious. A break above $150 could trigger a short squeeze, but watch for the volume...
TOPlucasL: Short interest is only less than 3%. Why would a short squeeze even happen?
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