$Constellation Energy Corp(CEG)$ Over the past three years, its overall revenue has had its ups and downs, but the clean energy segment? Absolute rocket ship. Jumped from $10B to $25B, and its share of total revenue shot up from under 10% to nearly 20%. That’s some serious growth momentum! Looking at their R&D strength, project pipeline, resource advantages, and solid partnerships, I’m super bullish on this one. With data centers and AI eating up insane amounts of energy, this stock is set to ride the wave. Future’s looking bright, and I’m all in!
$Bilibili Inc.(BILI)$ Seeing colleagues using Bilibili for learning, and even younger students joining the platform, reinforced my confidence! Started buying at $13 and kept adding more. With a strong content ecosystem and growing young user base, the future looks bright—holding tight!
$C3.ai, Inc.(AI)$ Recently made a move with C3.ai, and the returns this time are truly satisfying! The company has been performing impressively lately—second-quarter revenue hit $94.3 million, marking a 29% year-over-year growth, which easily exceeded market expectations. Moreover, they formed a global partnership with $Microsoft(MSFT)$ , paving the way for advancements in enterprise AI applications. While the market reacted a bit to news about the CEO selling shares, overall, C3.ai's potential in the AI space still looks incredibly promising!
What our nation actually needs is a non-governmental agency outside the realm of political influence to calculate annual and quarterly inflation in the real world. I don't know how such an entity could be funded except by subscription. I only know that inflation is much higher than our government wants us to believe. I'm tired of statements such as, "Not including the volatile food and energy sectors, annual inflation is 3.6%." This is a major market theme for the next decade. It will be a crisis of credibility. The US dollar is losing credibility as the reserve currency. That happened to the British pound many decades ago. Great Britain never fully recovered.$TLT$ bearish
I am very pleased, and a little surprised, of the year end rise. I thought it wouldn't break 360 - but it has (whether it stays there is another issue, at least in the next day or so). I do expect it to jump a little with the new year, and even think that, with good news on earnings, it may break 400.But part of me is not surprised - it had two very good quarter reports, both beating expectations (there might have been some "guidance" concerning this quarter's advertising that was less than perfect), yet no real rise - there may even have been some drop. It should have moved to over 350 with the 2 reports they had.But, again, if we get good news in this next report, then I hope to see 400 - and then we might be off to the races.$META$ Bullish
Tsla forming a double top.Earnings, margins, deliveries and outlook will disappoint.2 trading days left before Tesla loses tax credit for 3 and Y and has to cut prices even more.BYD taking the EV crown away and winning the price war vs Tesla. Bringing the fight to Tesla in Europe and asia with Song.Hyundai/Kia underpriced Tesla in the US with their award winning models. Hyundai outdoing Tesla with self driving. Hyundai rolling out production ready level 4 robotaxis in the US with partner Motional under wing.Once Tesla loses tax credits for 3 and Y, the playing field is more level against Hyundai and others who already don't qualify for them. Fewer will opt for Tesla.Tesla is in battery production HELLo. And that's contributing to cybertruck production delays and other woes and also megapac
Patience is key. I will admit it is a slow mover and doesn't jump with the market, but it is steadily up and holding ground. I see it at $125 after a couple blow out quarters. People looking to day trade need to focus elsewhere. The fundamentals are solid. The stock is undervalued, the only profitable competitor and sitting on a pile of cash. Most analysts agree with strong buy recommendations. Company stock buybacks are under way. Smart new management team is in place with an aggressive growth plan for 2024. You better believe the new CEO's compensation is tied to the stock price. A real motivator. Let this play out for 6 months and you will be nicely rewarded. $PYPL$ Bullish
Tesla had a tough year in 2023 (see below) but things are looking up for ‘24. With earnings estimates approaching those actual earnings in 2022, the stock price should also approach a similar level next year. And that should be good for all kinds of Tesla related stock holders
If anyone invested $10000 in Amazon stocks at the IPO 25 years ago, you would have 11.5 million dollars today with 5 stock splits. I bought some at the ipo and sold for a little profits. I wish never sold them. Many people were very skeptical about this new company. They still have more rooms to grow I am sure. My hundred shares I kept became 2000 shares after last split and I am going to keep them for a long time. No one knows where it will take me in 10 years. I can only imagine. Good luck to you all Amazon investors.
With all due respect as a fellow long holder....management cannot be really trusted. I have followed them since they were transitioning from an intellectual property company to btc mining.Their private placement a while ago through Wainwright of those units that gave each purchaser 500,000 on the vote for increasing authorized shares put the nail in the coffin about whether they can be trusted...they can't, they are going to do what they want. I am significantly long as I am hoping that their self interest will make them pump the stock price.Short term ups and downs...they matter A LOT here. All the miners have lagged btc, so it's not just MARA. Could be that the fundamental view of the miners is no longer as desirable as we would want....we just don't know.I am long a lot of MARA as I ver