MMMia
MMMia
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avatarMMMia
2021-12-07
Best not too sell a great up and coming company so early in the game even if you're in a loss right now. Either hold and reap the benefits later or sell now and regret forever. Choice is up to you. What other Super App company do you know?💰🤙$Grab Holdings(GRAB)$
avatarMMMia
2021-11-09
FB wants to be metaverse. Roblox is Metaverse.FB has social media older and growing old. Roblox has social experience, young folks and growing.FB makes money on ads. Roblox has not been using targeted ads. May decide to later.FB has whatsap,instagram. Rlobox may buy discord or make its own msg.FB is worth 950Billion. Roblox worth 50 billion and planing to be 500 billion, 10x todays price of $1000/share. $Roblox Corporation(RBLX)$ $Meta Platforms, Inc.(FB)$
avatarMMMia
2021-11-03
has anyone actually looked at historic Price/Sales ratios for MRNA and PFE. MRNA - currently 20 PFE - currently 4.33 20 is simply too high, 4.33 seems reasonable for a company shipping product and receiving revenue. If NVAX gets all approvals filed for and TB filed for, ships 150M doses/month (conservative side), that is 1.8B doses/year. If their average margin is $6/dose that is $10.8B. at 4X (though I believe with a little time it will trend higher) that is a $43B market cap, at 74.5MM shares, $577 per share Logically if we get approvals and sell all doses produced, a reasonable target is $500-$650, not counting any increase in sales if NVAX proves more desirable by governments and markets and not counting any additional revenue from Nanoflu.$Moderna,
avatarMMMia
2021-12-09
I buy whenever I have some money, no matter what price is. People are scared because in today's environment price can be down longer than they are comfortable with. But I see this as a huge win. I remenber when I was buying at $25 wishing price to be lower. Now we have it. Great company for cheap.$Palantir Technologies Inc.(PLTR)$
avatarMMMia
2021-11-29
Comparisons are meaningless. Valuation may be as well. So they forecast 34000 vehicles next year say 1/2 are grand touring and 1/2 Dream. That's sales of 3.9b next year. 1.8m shares outstanding so sales are 2.17x shares. Ford is valued at .58x. That suggests that LCID is 4x overpriced rn, but that's just one metric showing how meaningless these comps are.$Lucid Group Inc(LCID)$ $Ford(F)$
avatarMMMia
2021-12-14
Attention Longs: Please note that this Tues and Wed is the Federal Reserve Meetings. Wed and Thur Especially could get volatile for the market. Just hold if it does. It will have nothing to do with NVAX.Friday is triple witching expirations. This can be odd and volatile too. It is a week with annually volatile events. Don't get spooked by these non NVAX events. Just hold. $Novavax(NVAX)$
avatarMMMia
2021-11-23
It wasn’t until Tesla produces Model 3 in volume making small profits that stock took off. Tesla was under 100 back in 2019 and they were producing S,X and 3 in volume. There is plenty of time to FOMO. Personally I wouldn’t invest heavily in start up EVs unless they have software or gigapresses. Until then, maybe move in and out when they are oversold assuming they have potential. We will see after the first batch of demand dries out and their scaling solution. Currently all EV are manufactured just like legacy autos except for Tesla.$Tesla Motors(TSLA)$ $Rivian Automotive, Inc.(RIVN)$ $Lucid Group Inc(LCID)$ $NIO Inc.(NIO)$
avatarMMMia
2021-12-06
GRAB picked the worst week for the merger. The SP held up pretty well considering what happened. We should see a pop to at least $15.$Grab Holdings(GRAB)$
avatarMMMia
2021-12-02
Sometimes a dream of how much money I could have made shorting this stock instead of investing in it. It's a swing of hundred of thousands of dollars. BUT...I did just hear that the Apple Car and Palantir may be working together. So that could be big.$Palantir Technologies Inc.(PLTR)$ $Apple(AAPL)$
avatarMMMia
2021-12-16
$Roku Inc(ROKU)$ How many price targets are still north of $300? We get one guy who says price target $190 and the very next day that’s where the stock heads?! Unreal manipulation going on with this stock. On one hand, the single most frustrating long position I’ve ever had. On the other hand, probably the best upside opportunity if you look beyond the manipulation.
avatarMMMia
2021-11-29
PayPal remains a quality stock with secular growth tailwinds tied to e-commerce and FinTech penetration globally, a net cash balance sheet, stable margins, consistent free cash flow generation, and a competitive moat arising from its two-sided network. Given that the selloff is in my view mainly due to a transitory lull in trade/commerce owing to supply chain issues, as well as overdone fears of competition, combined with relative valuations back at palatable levels, I see this as a rare opportunity to go long a quality stock like PayPal. BUY.$PayPal(PYPL)$
avatarMMMia
2021-11-19
Bought$Sono Group N.V.(SEV)$ at $43.2, instant 50% lost on first day bought in.No sweat, see you guys in 2023, when they finally start delivering.
avatarMMMia
2021-10-18
This is the only vaccine that can be given to children. The safety pattern is so good that it can be given from a two-year-old child to an 18-year-old as well. COVAXIN is made of old technology, and old is gold. Whereas, other vaccines don't know what will happen to the children, COVAXIN is safe and it is enough for the protection of the people.$Histogenics(OCGN)$
avatarMMMia
2021-09-28
Chip shortages are real . It is projected that demand will grow annually at 65% . Intel$英特尔(INTC)$ just announced the establishment of two new factories worth billions. NVIDIA has bought quite a few companies and is awaiting the A.R.M. Deal. NVIDIA is a Giant by itself anyway. It is in the forefront of Graphics, medical and education software , AI, Cloud Computing, Gaming etc etc etc$英伟达(NVDA)$
avatarMMMia
2021-12-10
Now we know what charge point$ChargePoint Holdings Inc.(CHPT)$ can do. Real growth and successful company. Now we watch it grow. Your guess is as good as mine when the tides turn again onto charging stations. New news on a new client, new country expansion, next earnings, distribution of money form the infra plan….stock upgrade….only moving forward and upwards. Glad with outcome thus far. It only takes a moment for this to switch on again as does when in a cyclical trade.
avatarMMMia
2021-12-02
If you sell$Alibaba(BABA)$ now, you might lost the opportunity for earning 1000%.Just hold it and wait for the BABA investor days on December 16th and 17th.Again, fundamentals are in-place, BABA is expanding its horizons to international commerce, logistics, cloud computing and many other businesses, such as health care, insurance etc.Short-term wise, the share price dropped, but long-term wise, the share price will rise back.
avatarMMMia
2021-11-25
$MAPLETREE LOGISTICS TRUST(M44U.SI)$ In terms of unit price, Mapletree Logistics Trust was the biggest loser today among Singapore REITs. The REIT disclosed issue prices for its private placement and preferential offering exercises, both of which came in at the lower halves of their indicative ranges.
avatarMMMia
2021-12-09
$Walt Disney(DIS)$ Should be trading at a much higher multiple, it is a tech-media-entertainment co like amazon, google, netflix, etc. Should be at $300 + now, potential unlimited.$Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Netflix(NFLX)$
avatarMMMia
2021-12-07
PFE still up 1 month, 6 month, YTD, 1 YR. Very low PE and dividend increase and buybacks coming. A bit of a pullback normal…..still long and confident. Great brand and clearly well ahead of competitors scaling and distributing.$Pfizer(PFE)$
avatarMMMia
2021-11-30
Coinbase and Roblox have same market valuation? Coinbase in 21, will net almost 5 billion snd RBLX is losing money. If the price of rblx was not overvalued Coin be undervalued$Roblox Corporation(RBLX)$ $Coinbase Global, Inc.(COIN)$

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