To The Moon

Sign Up

ValuationIsKey

Valuation is key

    • ValuationIsKeyValuationIsKey
      ·16:53
      too bad. blood has been shed. u gotta pay up

      Iran Adviser Reiterates Conditions for Ending War

      Iran’s Supreme Leader military adviser Mohsen Rezaee said Iran will only end the war once it receives full compensation, all sanctions are lifted, and binding international guarantees ensure the US...
      Iran Adviser Reiterates Conditions for Ending War
      19Comment
      Report
    • ValuationIsKeyValuationIsKey
      ·03-03
      better drop more. market still at all time higb valuation. i dojbt warren buffet wojld bug at this valuation as well.

      The Case for Buying the Dip as Mideast Conflict Widens

      The venerable Warren Buffett offered this simple maxim in a letter to Berkshire Hathaway investors in 1986:. "We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.". The economy is outperforming, the labor market has defined predictions of a rollover and the fiscal tailwind from the One Big Beautiful Bill Act is likely to support consumer spending and ease the burden of capital spending through tax breaks and aggressive depreciation schedules.The sector benchmark has risen more than 7.6% since last week's trough and finished just under 1.5% on Monday.The Cboe Group's VIX volatility gauge is trading above the 20 point mark, as well, a level generally seen as indicative of broader investor caution, while the S&P 500 remains only 0.5% higher for the year and within touching distance of key technical levels to the downside at around 6775 points."Investors should not fret one day of market volatility, especially since stock valuations have bee
      The Case for Buying the Dip as Mideast Conflict Widens
      79Comment
      Report
    • ValuationIsKeyValuationIsKey
      ·2025-12-14
      u mean dont buy the bubble? cisco took 20 years to come back.

      Don't Fight the AI Bubble. Even Cisco Eventually Won

      Oracle's second-quarter earnings report underlined the fragility of the AI trade in the second half of 2025. It doesn't take much bad news from one company to take down the whole industry the next...
      Don't Fight the AI Bubble. Even Cisco Eventually Won
      729Comment
      Report
    • ValuationIsKeyValuationIsKey
      ·2025-12-11
      a market built on hope. 😁

      Oracle Shares Slide 12% as Forecasts Miss Wall Street Targets While Spending Rises

      $Oracle(ORCL)$ missed a slew of Wall Street estimates for sales, operating profit and future cloud-computing contract growth, a sign that corporate spending on its cloud services may be cooling amid...
      Oracle Shares Slide 12% as Forecasts Miss Wall Street Targets While Spending Rises
      823Comment
      Report
    • ValuationIsKeyValuationIsKey
      ·2025-09-24
      $ChinaSunsine(QES.SI)$  
      1.40KComment
      Report
    • ValuationIsKeyValuationIsKey
      ·2025-08-25
      sounds like us becoming China government-like.

      The Government's Intel Stake Is Antithetical to American Greatness

      President Donald Trump’s announcement on Friday that the U.S. government will take a 10 percent stake in long-struggling Intel marks a dangerous turn in American industrial policy. Decades of...
      The Government's Intel Stake Is Antithetical to American Greatness
      1.63KComment
      Report
    • ValuationIsKeyValuationIsKey
      ·2025-07-16
      you cant buy china cars in US ☠️☠️

      Nvidia CEO: We Work With Xiaomi Very Closely on Many Things, and I Would Love to Buy a Xiaomi Car

      Xiaomi Stocks Pare Some Losses, down 0.5%Nvidia CEO: We Work With Xiaomi Very Closely on Many Things
      Nvidia CEO: We Work With Xiaomi Very Closely on Many Things, and I Would Love to Buy a Xiaomi Car
      1.57KComment
      Report
    • ValuationIsKeyValuationIsKey
      ·2025-04-13
      $CapLand China T(AU8U.SI)$   WHY BUYING THIS STOCK IS A NO BRAINER NOW. In this post, I will be breaking down two logistic park owned by this company. Shanghai Fengxian and Chengdu Shuangliu. In the breakdown below, we can see that in December 2023 the occuapancy rate was 60.3% and 67.8% respectively for Shanghai Fengxian and Chengdu Shuangliu. This occupancy has increased subsequently to 100% and 90.7% in December 2024. The net impact of the decrease in occupany in Shanghai Fengxian and increase in occupany in Chengdu Shuangliu is 33.7mil RMB in net property income (refer to last image 2023 vs 2024 logistoc park revenue). This would mean that we would expect an increase of at least 33.7mil if
      4.06K2
      Report
    • ValuationIsKeyValuationIsKey
      ·2025-04-09
      $CapLand China T(AU8U.SI)$  With Capitaland China renting out the land that they failed to rent out last year. Capitaland china is poised to report an increasd for earnings of around 6%. bring the curent DPU yield to more than 10%. based on cureent price of 0.57 SGD. Really a good apportunity to buy in, in my opinions!
      2.33KComment
      Report
    • ValuationIsKeyValuationIsKey
      ·2025-04-03
      $Tesla Motors(TSLA)$  Here's my take on Tesla. First thing to note. Tesla is trading at a PE of 138. And usually this means people are paying for growth. However, growth for Tesla is qeak now. Sentiment on Tesla in Europe is also weak. China citizen seems to be buying their local brands more than tesla according to data. So, the story have flipped. People are paying high valuation for high risk and low growth. It definitely does not make sense to invest at such valuation given the risks that Tesla is facing. As for the robotaxi, it won't be as simple as it sounds and the numbers are not clear enough at all to justify jnvesting in tesla just because you believe in the robotaxi story now.
      2.99KComment
      Report
       
       
       
       

      Most Discussed