$Lyft, Inc.(LYFT)$ has announced a partnership with May Mobility to launch commercial Robotaxi operations this summer. May Mobility, a customer of Ouster, equips each Robotaxi with four Ouster OS1 LiDAR sensors and one VLS-128 LiDAR sensor, generating an estimated $20,000 in revenue per vehicle for Ouster. This collaboration not only accelerates the adoption of autonomous driving technology but also unlocks new growth potential for Lyft. As the Robotaxi fleet expands, Lyft is positioning itself more competitively in the future of autonomous mobility, paving the way for a business model upgrade that could drive substantial long-term returns—making it a stock worth watching.
$JD.com(JD)$ Why is JD venturing into food delivery? The main reason is that $MEITUAN(MPNGF)$ 's flash purchase business poses a significant threat to JD's "speed" in retail, pushing JD to enter the "instant retail" space. Dada serves as the fulfillment driver for JD's efforts in this sector. In the future, competition in instant retail will largely come down to supply chain and fulfillment, with order density being the key. While food delivery is a tough challenge, this is a bold move from JD to increase order volume and share fulfillment costs. I’m optimistic about JD’s potential in this area—excited to see where they take instant retail!
$Sea Ltd(SE)$$MercadoLibre(MELI)$is the next jewel. Amazing founders and an amazing company in a very special market. $Amazon.com(AMZN)$ gave up. lt's all in one. A super long termhold for me. $Sea Ltd(SE)$ has challenges. Lower conviction than $Shopify(SHOP)$ and $MercadoLibre(MELI)$ . Butgreat company too. SEA is a super challengingregion -and strong Chinese competition, But the founder and CEO is very smart -Singaporean- andl think he has a fair chance to build a giant.
$Sea Ltd(SE)$Despite its recent success, $Sea Ltd(SE)$ faces significant regulatory risks in the markets where it operates, particularly in Southeast Asia. Government regulations and policies can impact Sea Limited's operations and profitability, especially in areas like gaming and financial services. Moreover, the company's aggressive expansion strategy and heavy investments in new ventures could strain its financial resources and lead to increased debt levels. Without careful management and mitigation of these risks, Sea Limited's growth prospects may be hampered, and investors could face significant losses in the long run. 🛑💼
$Adial Pharmaceuticals(ADIL)$How can a stock with 1M outstanding shares trade over 100M shares on several occasions in the last 6 months. It sure sounds like the company has engaged some goons overseas with algorithms to P&D this. Nothing crases to amaze me with this stonck.As surprising as it may sound, the stock market can sometimes exhibit inexplicable behavior. It's concerning to see such anomalies in trading volume, and it raises questions about the integrity of the market.
$SoundHound AI Inc(SOUN)$I love all these analyst coming out all of a sudden talking about this company. You guys have no idea what you’re talking about the only way you lose money is you sell? If you want to trade the stock you trade the stock whatever the stock will be a blockbuster in 20 24 2530 $40 stock.
$Tilray Inc.(TLRY)$$Tilray Inc.(TLRY)$ algos are looking for 1.95 today. If we can Force borrow rates up before if gets there, we will see some green today. Plenty of shares available to short. Come on bears, short some shares and post it!!! You guys won't have the guts to do it.
$XIAOMI-W(01810)$$XIAOMI-W(01810)$ best chance for shortsellers to close off their shortselling positions before Xiaomi share price surges again Xiaomi Corp.but readers should note I am a long term investor in Xiaomi though I do hope Xiaomi share price can rocket to the sky!
$Intel(INTC)$$Intel(INTC)$ legit question for you fools calling for Gelsinger to be gone. What exactly do you want the hypothetical new ceo to do? Bulldoze all upcoming foundries because they take time to build? Honestly I don’t think Pat’s “we only want long term investors or F off” was the best BUT I understand the frustration because some of my fellow citizens are the most impulsive, anti American company short term thinking nimrods. Pat is honestly right. And the financial media like Bernstein are a bunch of crooks who are probably short.
$CleanSpark, Inc.(CLSK)$realize that miners have only way of increasing hash rate: raising money to buy more units, better units, and energy contracts. All of these companies have two ways of raising money: selling their Bitcoin or equity, by diluting. If we believe that Bitcoin is going to be worth way more in the future than it is currently, then selling BTC now is essentially taking money out of your pocket in the future. That leaves diluting. All of these companies have diluted and will dilute again. Consider it part of the cyclical nature of these companies. If you believe CLSK is the most effective miner, and believe the company will be a top player in the BTC scene, then you should not be discouraged by temporary
$SUPER MICRO COMPUTER INC(SMCI)$SMCI has been GROWING 5 TIMES FASTER THAN THE INDUSTRY, per reputable analysts and per SMCI’s consistent quarterly reports for the last 12 months! SMCI expects to enjoy a GROWTH of around 100% in FY 2024. it's clear that SMCI is poised to dominate the market and deliver exceptional returns to investors. Keep riding the wave of success with SMCI! 🚀💼
$MicroStrategy(MSTR)$$MicroStrategy(MSTR)$ this is going to continue its premium outperformance.. shorts really kinda had an underwhelming short attack which basically just ended up being a massive bear trap, and now even more positions are trapped on the wrong side of the trade. If BTC starts its reversal it could get very ugly very fast
$Intel(INTC)$$Intel(INTC)$ The only way this stock is brought back up is if they use some of that spending money to buy back shares. It's clear they haven't made any strides in bringing on new accounts, so they need to start thinking of other ways to reward shareholders. I don’t believe it anymore.
$Micron Technology(MU)$$Micron Technology(MU)$ high bandwidth memory (HBM) chip has become a cornerstone for NVIDIA, driving a market boom in the GPU industry. NVIDIA's adoption of Micron's HBM chips has elevated its performance and efficiency, propelling the company to new heights in the market. As demand for advanced graphics processing continues to surge, Micron's strategic partnership with NVIDIA positions it at the forefront of innovation, promising substantial growth potential for both companies. Investors eyeing the semiconductor sector should closely monitor Micron's stock as its collaboration with NVIDIA promises continued market success and potential stock growth.
$Sea Ltd(SE)$$Sea Ltd(SE)$ Anyone's guess why selling pressure this AM. An institution trimming or selling its position, for example. Bulls understand this is undervalued here. Hopefully, savvy buyers will step in soon and this will resume upward momentum. GLTA bulls.
$Marathon Digital Holdings Inc(MARA)$$CleanSpark, Inc.(CLSK)$$Marathon Digital Holdings Inc(MARA)$ CLSK bulls had been bashing MARA learnt a lesson now. Now suddenly their fav company is not so good anymore.All miners need to have ATMs .You should expect it.There will be another offering from CLSk too some time later but miners are part of bitcoin ecosystem and they will have good gains this cycle.Stop panicking. If u have faint hearts take a break and come back in latter half of April
$Carnival(CCL)$$Carnival(CCL)$ Review of quarterly results since Q1 2023 Below, I showed the cash flow statements and debt/ cash items. The trend(s) is very bullish. By end of 2024, net debt will go below 5x EBITDA of same year (2024) and probably below 4x EBITDA of next year (2025). I expect CCL to go back to investment grade by end of 2024 / early 2025. At 10x EBITDA 2024, EV is $56bn By end of 2024, I expect net debt to go to $26.4bn Implied market cap would then be $29.6bn Implied SP by EOY should then be $23.5 $Carnival(CCL)$ If CCL is back in investment grade, the multiple will not be 10x EV but most probably 12x EV... This means a