thinorfat
thinorfat
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avatarthinorfat
2021-12-17
$SoFi Technologies Inc.(SOFI)$ Fintechs are being crushed right now, & are clearly out of favor. SOFI actually holding up better than most. The fundamentals and execution of the business plan are enviable. The tailwinds for the company are great ( aka bank charter and student loan payments starting back plus many more). Just laugh at the swings, hold long term, soon you'll reap your reward for being patient and smart. If we have a bad 2022 we will only double our money. I will have to live with that if it happens. It could be much better. I can wait :) Can you?
avatarthinorfat
2021-12-16
$Square(SQ)$ How much does square stock yield? Such a valuable company must be able to pay shareholders…right?
avatarthinorfat
2021-12-16
Markets going higher, MRNA barely moving higher. With the omnicron news and increases in covid cases in EU, MRNA stays muted. Does not bode well. As long as it stays leveled and stable at this price range, we are all happy. $Moderna, Inc.(MRNA)$
avatarthinorfat
2021-12-14
1. this company is financially healthy and is going no where.2. YOY 30% or greater thru 2025 is phenomenal3. Karp options are finished being exercised for a decade4. Sell off is market wide, not PLTR specific5. Institutional ownership increasing rapidlyRetail is being shaken out and smart money is accumulating. soon as they have enough this will move higher rapidly. safe investment, stay away from options, not financial advice $Palantir Technologies Inc.(PLTR)$
avatarthinorfat
2021-12-10
For me DOCU at $ 90 to $ 100 range is fair value, I believe it’s still overvalued (saying that it’s a good longterm investment, but not at this rate).$Docusign(DOCU)$
avatarthinorfat
2021-12-09
Nasdaq100 will be adjusted every 3rd Friday in December by a committee.When they announce that ROKU will be added the SP will start to swing in the other side - and ROKU does swing crazy in both directions.I think but cannot say that ROKU will find a deal with YT - but the Nasdaq100 inclusion is almost guaranteed (I am also confident regarding SQ inclusion).Shorts better cover if that happens as a YT deal + inclusion will shoot this up quickly $Roku Inc(ROKU)$
avatarthinorfat
2021-12-08
It's about to reach the peak of some time ago. It's best to sell some share $DBS GROUP HOLDINGS LTD(D05.SI)$
avatarthinorfat
2021-12-07
It seems that the Fed's rate has little impact on OCBC$OVERSEA-CHINESE BANKING CORP(O39.SI)$
avatarthinorfat
2021-12-07
If you let go of your PLTR$Palantir Technologies Inc.(PLTR)$ shares in 2021 or 2022 your a fool..no one said what to do with your money/portfolio...I'm Long and I'll re-assess at the end of next year. Ya'll are too short sighted on this one. I see Palantir being integrated into most of the western culture companies...Best in class bar none💪
avatarthinorfat
2021-12-06
$AMD(AMD)$ shortie out in full force. 😎 xlnx$Xilinx(XLNX)$ deal will create a short lived down trend with a boost after announcement. if you have money better buy and hold on. Arbitrage only gives you a small hedged return. also folks stop selling weekly calls to make a few pennies. It allows shorts an open door for small change
avatarthinorfat
2021-12-03
I decided to hold this for a long term 2-3 years and will keep on buying 500 shares a month whatever price it is trading yet. Incase if it runs with a short squeeze, I will sell my cost and will let the rest run. My avg is $9.98 holding 2000 shares for now. Last month I sold at 16.50 which I bought at 11.70 and took profit, later I started buying from $14.$Australian Gold and Copper(AGC.AU)$
avatarthinorfat
2021-12-02
$Unity Software Inc.(U)$ I don’t think I’ve seen a good company so oversold. Omicron is not going to be much of a big deal if vaccinations continue apace. An interest rate hike to 1.5-2% is not that big of a deal; growth companies have matured just fine with those kinds of rates in the past (Amazon$Amazon.com(AMZN)$ , anyone?). This does open a buying opportunity for those who missed the earlier run-up, but Unity is still a fundamentally sound growth company. I’d get in here if I weren’t already.
avatarthinorfat
2021-12-02
$Pfizer(PFE)$ i am a novice investor. in a raging pandemic what a simple minded country boy like me will buy? pfe with best in class vaccine and best in class medication. that is the end of the story for me. that is all the analysis i need. stay safe which is much more important than profit in pfe stock.
avatarthinorfat
2021-12-02
$Meta Platforms, Inc.(FB)$ FB picked a bad time to trail down from $380. Now $310 and Omni will carry forward for a while…or the next variant. Back to square April 2021 ($310). I really thought this was going to hit $400 and split. Woefully wrong. Not sure where it goes from. No one knows. $310 is not a good look.
avatarthinorfat
2021-12-01
I'm still puzzled as to why there is still such a merger gap between AMD and $XLNX. I have never seen that large of a gap for a merger. I don't think it has anything to do with doubt about the merger closing, but more about the valuations of each company at the close. I believe the market thinks XLNX is close to fully valued now post-merger so investors won't bid it up much higher. That implies that the market believes AMD is going to drop, which is contrary to the recent market pressure on AMD which is up. So let's assume the market thinks XLNX is within 5% of its closing valuation. That says they're expecting a high of about $240 for XLNX valuation post-merger and that AMD will fall. So that implies an AMD price of about $140 post merger. I don't know how else to explain the low 1.44 rat
avatarthinorfat
2021-11-30
Added a lot$Zoom(ZM)$ and averaged down to 240. I think lock downs and work from home is on the rise and we repeat the ride up.Next to a subscription rise in Europe I think Zoom phone will increase revenue. If we see 5.5 bn revenue in 2022 we are all good and the SP will follow the numbers.
avatarthinorfat
2021-11-30
Real Longs, Ignore all the noises and today's SP theatrical display, because they really are. U need to always differentiate between stock manipulations and company's bad news (problems/issues). And we have not heard any bad news. We both know that nothing has changed with NVAX, we are all waiting for the next big approval (s) either EU, UK or WHO. At the meantime, this has become business as usual with SP manipulations until we get there. I also believe we are going to have a different take on the whole thing by the Holidays. So tomorrow is a brand new day as I am confident the SP will be back on track. And perhaps we will be cruising altitude above 230 by Friday. "Strike Like Jedi Move Like 007"; $Novavax(NVAX)$ NVAX Real Longs
avatarthinorfat
2021-11-29
Anytime the whole market down, I never worry1. I’m long hold2. Market down mean NVDA has no issue3. It just a temporary, want to buy more in dip $NVIDIA Corp(NVDA)$
avatarthinorfat
2021-11-29
$BioNTech SE(BNTX)$ Incredible volume, incredible accumulation built on very solid grounds unlike the previous time. Momentum is here, fundamentals are here everything is here.
avatarthinorfat
2021-11-25
$Palantir Technologies Inc.(PLTR)$ Their ceo and insiders come 1st,sh 2nd,clearly,constant inside dumping by ceeo and insiders no matter the pps,its not the tech,how did ceo become a billionare while the company still isnt profitable after 20 yrs,again its not the product,is this inside dumping ever going to stop?GLTA😅😅😅

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