BertScott

    • BertScottBertScott
      ·10-28
      $SUPER MICRO COMPUTER INC(SMCI)$ The pullback is over, this rebound means business! With the AI server market on fire, the next earnings report will be the key catalyst. Bullish on SMCI resuming its uptrend and charging toward $70 by Christmas!
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    • BertScottBertScott
      ·09-09
      $SMIC(00981)$ The chip sector is under pressure from SMIC, but integrating subsidiaries during the bull market will boost capacity and enhance EPS and book value per share—clearly a long-term positive.
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    • BertScottBertScott
      ·08-01
      $STI ETF(ES3.SI)$ demonstrates Singapore's economic resilience, doubling down on core assets. Financials+real estate dual engines capitalize on APAC capital flows, holding steady for value realization.
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    • BertScottBertScott
      ·07-10
      $iShares Biotechnology ETF(IBB)$ modest gains - biotech ETF finally pays off! FDA approvals are picking up, but let's be real: this sector's wild. Taking some profits, keeping skin in the game for the next catalyst. Slow and steady wins the biotech race!
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    • BertScottBertScott
      ·06-17
      $Talen(TLN)$ is working with $Amazon.com(AMZN)$ AWS on nuclear projects and plans to build small reactors in Pennsylvania to supply the grid. The deal has strong government backing and is repeatable. FCF per share is expected to grow from $14.15 in 2026 to $15.7, with a 20% CAGR through 2032. Long-term contract revenue will also increase significantly, showing stronger fundamentals.
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    • BertScottBertScott
      ·05-21
      $United States Oil Fund LP(USO)$ Oil prices jumped Tuesday night after reports Israel might strike Iran’s nuclear sites. Tensions in the Middle East heating up means war risks rise, and global oil flow could get disrupted. If you’re into oil plays, keep your eyes peeled,this could get interesting!
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    • BertScottBertScott
      ·04-24
      $HUTCHMED(00013)$ has been pretty beaten down lately, mostly due to some negative buzz around major shareholders. But honestly, this might just be a buying opportunity. Their core product, Fruquintinib, pulled in $290 million in overseas sales last year, with $110 million going straight into Hutchmed’s pocket, that’s top-tier among Chinese drugs going global, just behind Brukinsa and Xalkori. Plus, they’ve got $800 million in cash sitting around, and another $600 million coming in from selling their TCM business, that’s $1.4 billion total. In the cutthroat world of innovative pharma, that kind of war chest means survival and staying power. At current prices, this could be the calm before the bounce.
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    • BertScottBertScott
      ·02-25
      $Unity Software Inc.(U)$ Last week, Unity released its Q4 2024 earnings, and the core financial metrics almost all surpassed expectations. It was an obvious buying opportunity! Once I saw the solid numbers, I jumped in, and today’s returns are absolutely rewarding. With Unity's leading position in the game engine space and consistent growth, I'm confident about its future. Holding on tight and looking forward to more gains!
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    • BertScottBertScott
      ·01-15
      $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Lately, more and more people have been talking about SOXL, so I decided to jump on the bandwagon and bought 600 shares! It turned out to be another happy and profitable day. Sometimes, the power of trends is undeniable—following the market can really lead to great opportunities!
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    • BertScottBertScott
      ·2024-09-10
      $Alibaba(BABA)$ does primary listing opens current share float to new investors?How does it counter Wall Street shorting?Can Alibaba buyback shares with CNY ?
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