Frances Edmund

    • Frances EdmundFrances Edmund
      ·07-02 03:46
      $Tesla Motors(TSLA)$ The first-generation androids might be a bit heavier than expected. It's just a lighthearted observation though—Tesla remains my top investment.
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    • Frances EdmundFrances Edmund
      ·06-30
      $Surf Air Mobility Inc.(SRFM)$ The strategic shift away from pure airline operations towards a scalable software model fundamentally changes the company's financial DNA. The "Palantir effect" of $Palantir Technologies Inc.(PLTR)$  acts as a sales booster.
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    • Frances EdmundFrances Edmund
      ·06-30
      $Palantir Technologies Inc.(PLTR)$  I did a stock comparison between PLTR and CRWD, and PLTR comes out as the clear winner in my view. PLTR is profitable while CRWD is not. We also have an additional $3.8 billion in cash. Looking at forward P/E, PLTR is at 76 versus CRWD at 142. All the valuation concerns people have about PLTR don't seem to apply to CRWD? By that math, our share price should be around $746 and CRWD's should be around $116. Just check the current numbers for both companies and I think you'll see it too. I'm adding to my PLTR position and selling my CRWD.
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    • Frances EdmundFrances Edmund
      ·06-29
      $Palantir Technologies Inc.(PLTR)$ I think Palantir can cruise back to $180 in 6 months. I'm betting heavily on that.
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    • Frances EdmundFrances Edmund
      ·06-29
      $Palantir Technologies Inc.(PLTR)$ Should swing back to $120 this week.
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    • Frances EdmundFrances Edmund
      ·06-26
      $NVIDIA(NVDA)$ Just one more solid green day, and I think things should start to recover. For $Intel(INTC)$ , I'm seeing it bounce around.
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    • Frances EdmundFrances Edmund
      ·06-26
      $Tesla Motors(TSLA)$ Tesla said on Thursday that production at its Berlin plant will increase by 20% to 7,500 vehicles per week starting this October. The company stated that this planned production increase means it will recruit an additional 1,000 employees. The plant had already announced a capacity increase back in April to meet higher demand for the Model Y. In May, it also said it would increase its investment in battery cell production at the plant. According to the company, these three announcements together mean a total of 3,500 additional jobs will be created in the short and medium term for vehicle and battery manufacturing at the facility.
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    • Frances EdmundFrances Edmund
      ·06-26
      $Palantir Technologies Inc.(PLTR)$ I'm adding more to my position. Hedge funds are buying while weaker hands are selling. The 69% institutional ownership speaks volumes. I expect the next earnings to show growth in the 80-90% range again. I'll hold until then.
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    • Frances EdmundFrances Edmund
      ·06-25
      $NVIDIA(NVDA)$  For the last time, as long as AI spending and demand keep growing, Nvidia's stock price will follow. We're in year four and counting. The entire AI pie is just getting bigger, with more slices to go around.
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    • Frances EdmundFrances Edmund
      ·06-25
      $Sunrun(RUN)$ Tesla carries a whole ecosystem. $Tesla Motors(TSLA)$  Stock market today, June 24: Sunrun jumps after announcing a deal with Tesla and Renew Home for 16 gigawatts of flexible power. This new partnership has drawn investor focus to virtual power plant economics and future growth potential.
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