Mortimer Arthur

    • Mortimer ArthurMortimer Arthur
      ·12:17
      $Microsoft(MSFT)$ Looking at the weekly chart, I can see it now. Even though I haven't been particularly impressed lately, either technically or fundamentally, I can see a rhyming pattern. The big weekly signal might still be two weeks out, if this rhythm really holds.
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    • Mortimer ArthurMortimer Arthur
      ·06-04 21:42
      I honestly don’t get the valuation gap on $Meta Platforms, Inc.(META)$  anymore. Look at the numbers: 3-year revenue CAGR estimates are at 20.7%, higher than $Amazon.com(AMZN)$  at 13.9%, $Microsoft(MSFT)$  at 17.2%, and $Alphabet(GOOG)$  at 19.1%. Yet META is trading at just around 18x forward earnings, the lowest multiple among the hyperscalers. And unlike its peers, Meta is already showing real ROI from its AI capex within its core ads business, through higher conversion rates and stronger engagement. That’s the part the market keeps underpricing. If Meta ends up with excess compute capacity, it ca
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    • Mortimer ArthurMortimer Arthur
      ·06-02
      $Microsoft(MSFT)$  If Microsoft finally does that long-awaited 4-for-1 split, I believe the share price could reach $600 ($150 split-adjusted). Let the little guys buy whole shares!
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    • Mortimer ArthurMortimer Arthur
      ·06-01
      $Microsoft(MSFT)$ All the people who were bashing MSFT and shorting it got stomped on?
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    • Mortimer ArthurMortimer Arthur
      ·05-28
      $Apple(AAPL)$  Apple was included in a list of five companies that are predicted to reach a $10T market cap. I know it's a far-fetched prediction, but I was still happy to see Apple on that list. If I live to see that day with the number of shares I own... it would be something incredible. Quite a few people have told me to sell Apple over the years, and I simply smiled and ignored them.
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    • Mortimer ArthurMortimer Arthur
      ·05-19
      $Apple(AAPL)$ Stocks are rallying after Trump called off the planned strike on Iran for Tuesday. Treasuries pate losses.
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    • Mortimer ArthurMortimer Arthur
      ·05-19
      $Apple(AAPL)$ It's a bit of a joke with such low selling volume. Obviously not many are interested in selling Apple.
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    • Mortimer ArthurMortimer Arthur
      ·05-12
      $Apple(AAPL)$ You know the news about Nvidia doing a deal with Corning. What the community might not know or has forgotten is who makes the glass for iPhones. Yes, it's Corning. Nice trifecta of companies.
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    • Mortimer ArthurMortimer Arthur
      ·05-11
      $Apple(AAPL)$ Apple and NVDA could move higher on the new trade deal with China. The “Art of the Deal” might be coming into play for them.
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    • Mortimer ArthurMortimer Arthur
      ·05-07
      $Apple(AAPL)$ Apple's breakout should take it to $320 in a few months.
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