YeddaJohnson
YeddaJohnson
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avatarYeddaJohnson
2021-12-24
Institutions are buying. Again, I’m long and bullish but let’s be real here. They delivered their first trucks and the stock has gone down. It won’t be $30 by jan. It might be 30 by December - but again it’s unlikely. The shorts are in total control here$Nikola Corporation(NKLA)$
avatarYeddaJohnson
2021-12-22
Micron surprised us and the Street by providing robust guidance that suggests both Micron and the memory market are nearing a very shallow cyclical trough rather than the harsh wintery downturn some had projected. While we believe forward expectations for memory fundamentals have indeed improved through the course of the quarter discounting the likelihood of a longer cyclical decline, management surprised us by providing guidance that anticipates stabilizing conditions in light of their bias towards conservatism.$Micron Technology(MU)$
avatarYeddaJohnson
2021-12-22
Good news for longs. You can write off GME losses when you do your taxes. Of course you have to have earnings. You can google "earnings" if you don't understand.$GameStop(GME)$
avatarYeddaJohnson
2021-12-16
Can’t be too optimistic till it gets to $206 at the least. It may get to where gap dropped from $229 to then $212 that one day. In other words, it may get to $212 and temporarily pull back from that, then eventually filling the $229 gap a month later, just a guess of course$PayPal(PYPL)$
avatarYeddaJohnson
2021-12-16
Not only should you be long here 2 3 four years out, but also recognize that NVDA's huge Projected Revenue Growth (about 40% annually) will keep you well ahead of Joe and the Hoe and their 11% inflation...$NVIDIA Corp(NVDA)$
avatarYeddaJohnson
2021-12-10
I'm most confused by the UK. They ran a large scale trial, they approved Astrazeneca(while the FDA has not), Novavax ran an ad in UK papers, the ComCov and ComCov2 UK trials are just out, and you'd think they would prefer to be seen as a leader in this case rather than an EU follower. An approval from the UK would make a lot of sense unless maybe the UK is waiting on a sufficient amount of physical vaccines in country to approve.... either way, there is clearly missing information we don't know - all we have are a ton of tea leaves that tell us it should all be fine. We'll see....in the interim we keep getting hit with shrapnel every few hours from all different directions.$Novavax(NVAX)$ $AstraZeneca Plc(AZNCF)$<
avatarYeddaJohnson
2021-12-10
what confuses me is how this went from 9 to 14 in a matter of minutes. The selling would not have even enabled that much profit if any. The volume does not match a 50% swing up and then back down either…. this leads me to believe some extreme manipulation is occuring by MM intentionallyand it will be reversed soon. They now know normal business can not be executed during market hours due to the massive amount of retail investors and the access/spread of information. something is occuring here. Don’t think I would sell. Traders hold your sack for a day or two and see what happens.$Pear Therapeutics(PEAR)$
avatarYeddaJohnson
2021-12-09
if there Is a chance of Apple NIO partnership I think this NIO day is too early for them to announce it. Apple EV will not be anything less than the new car… like iphone was the new cellphone/smart phone. Patience.$NIO Inc.(NIO)$ $Apple(AAPL)$
avatarYeddaJohnson
2021-12-09
Uber acquired 27.5% stake in Grab back in 2018 when their shared angel investor Softbank urged them to merge rather than compete with each other in Southeast Asia. I have never been SEA but after reading up on it and hearing from people there who use the services I just felt like it has the potential to be big. I guess the biggest part of their business is the delivery but they also have their hands in a lot of other things. That makes me feel secure because even if one part of the business doesn't do well they can focus on other aspects.$Uber(UBER)$ $Grab Holdings(GRAB)$
avatarYeddaJohnson
2021-12-08
Bid $85.12. Oh my! Looking good. But you know the drill by now, yes? Be mindful of the usual sell side attack making an appearance (and dropping the bid by a buck or more) sometime in the first 30. If they don't....well...then maybe....? Anyway....G/L!$Micron Technology(MU)$
avatarYeddaJohnson
2021-12-08
What ever Google did w/ technology," I'm confident PLTR can do better!! attributed Google success in AD revenue from a tech they bought in the earlier part of 2007 called "Doubleclick" with applied data science to digital advertising. I can only IMAGINE what PLTR software can do to data science today in better ways!!!$Palantir Technologies Inc.(PLTR)$ $Alphabet(GOOG)$
avatarYeddaJohnson
2021-12-07
It's a crazy world. It's very reasonable to expect AAL to return to the $25 range soon. After that, it will depend on thingsike labor shortages, fuel costs, and disposable income. Bussiness are using Zoom for meetings and that's looking like a trend that may continue and it could put pressure on selling business class seats.$American Airlines(AAL)$ $Zoom(ZM)$
avatarYeddaJohnson
2021-12-07
I think anyone long is just fine with this stock. I'm hoping it goes to 200 or even 100s so I can buy more but in 5 years I could see this at 1,000/share. So really it's all good. This is the market selling off overvalued growth stocks. This is normal with faster tapering expected to occur and several interest rate hikes over next two years. The growth sector is just too high and needs to come down.$Sea Ltd(SE)$
avatarYeddaJohnson
2021-12-06
Chief Executive Tim Cook has been talking about augmented reality for so long that it’s easy to forget just how big it could be for Apple, and for the entire tech industry. Depending on which expert you listen to, AR is either destined to be one more way we access the internet, or will subsume our experience of it completely and be an essential gateway to the metaverse that so many companies claim they are now building. In either case, the impact of an AR headset and the market for it could be huge, and several factors—from its growing prowess developing microchips to its army of loyal app developers—suggest Apple is uniquely positioned to build a moat around its AR business rather quickly, just as it did with the iPhone….$Apple(AAPL)$
avatarYeddaJohnson
2021-12-06
This fear is irrational. Profits and employment will continue to grow. The Omicron variant appears to have less severe symptoms especially in the fully vaccinated. In several months there will be another booster against the new variant. Interest rates may rise from zero but will remain manageable. I remain bullish on this market.$NVIDIA Corp(NVDA)$
avatarYeddaJohnson
2021-12-03
Harsh Chauhan has another good article on MF. He brings up a point few analysts touch. “AMD's earnings will increase at an annual pace of 35% for the next five years, but investors can expect this high-growth company to do even better as new growth drivers such as automotive come into play.” That’s why it’s not a 35% growth… it’s much greater. But no analyst knows how to address this fact. We KNOW there are lots of products coming on line soon that no one is discussing. Even in Automotive we know that AMD has a ADAS solution that addresses “functional safety elements, such as lane departure warning, blind-spot detection, adaptive cruise control, sensor fusion, Vehicle to Vehicle (V2V) networking, LIDAR, radar, or image processing.” But it is all in THE BEST IS YET TO COME!
avatarYeddaJohnson
2021-12-03
To all who think this is going up! Wait and see, all your investments made during the dips will feel very expensive. The new strain will not let Disney function to full capacity anytime soon$Walt Disney(DIS)$
avatarYeddaJohnson
2021-12-03
The deal with ARM is far more expensive for nvidia now than when announced. The "market" will likely see the acquisition falling through as a negative, but it is looking like an increasingly over-priced purchase, especially with every third party company looking for a sweetheart deal to drop objections.$NVIDIA Corp(NVDA)$
avatarYeddaJohnson
2021-12-02
The investment thesis behind GME is certainly not the business revenue and growth. The investment thesis there is MOASS. And there may be a way to make it happen because there is indeed something unique in GME and AMC and that's the retailers determined to HODL. So *if* the stocks prices go down, then this *may* allow several independent forces to push towards a squeeze: first, fast deceleration triggers short sales , which eats up available stock; second, lower share price allows more retailers to buy more stock, plain and simple; and lastly, lower price AND large retail ownership invites white whales for large purchases, potentially forcing a squeeze. Not sure how viable that is, just sharing my 2c.$GameStop(GME)$
avatarYeddaJohnson
2021-12-02
We're in a Macro environment where even a company with good fundamentals, which SOFI doesn't have, will get hammered when bad news breaks, like Omicron. Beware.$SoFi Technologies Inc.(SOFI)$

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