letgo09

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    • letgo09letgo09
      ·2022-01-07
      Don't ever doubt Nvidia; it seems like everybody needs or wants Nvidia as a partner; Nvidia is announcing a partnership with AT&T to offer six months of GeForce Now cloud gaming service for free. New and existing AT&T customers with a 5G-capable device and qualifying plan can claim the promotion through the service provider, allowing them to stream free-to-play titles and supported PC games they already own on the go with the cloud gaming service. $NVIDIA Corp(NVDA)$
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    • letgo09letgo09
      ·2022-01-07
      Don't ever doubt Nvidia; it seems like everybody needs or wants Nvidia as a partner ; Nvidia is announcing a partnership with AT&T to offer six months of GeForce Now cloud gaming service for free. New and existing AT&T customers with a 5G-capable device and qualifying plan can claim the promotion through the service provider, allowing them to stream free-to-play titles and supported PC games they already own on the go with the cloud gaming service. Nvidia doesn't give a #$%$ about the Fed's balance sheet.$NVIDIA Corp(NVDA)$
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    • letgo09letgo09
      ·2022-01-06
      While Tencent isn't as widely use globally as Facebook, I do think it has the talents to rival FB in innovation. It should focus more on devising new ideas and growing its businesses outside of mainland China.$TENCENT(00700)$ $Meta Platforms, Inc.(FB)$  
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    • letgo09letgo09
      ·2022-01-06
      30% of Tencent equity is in investments like TSLA, SNAP etc which most of them are high risk equity. They are losing market shares almost in every front including Gaming, Cloud, Music and now Payment. Tencent should focus in their core businesses. I will buy when they have their priority straight. Still good and top company nonetheless. $TENCENT(00700)$ $Tesla Motors(TSLA)$ $Snap Inc(SNAP)$
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    • letgo09letgo09
      ·2022-01-06

      I would like to increase my position within INTC

      I would like to increase my position within INTC, should I or not I'd like everyone to weigh in on this and remain as objective as possible. I see a couple of reasons as why I should increase 1)They'll be entering the GPU space meaning they'll have more sources of revenue 2) Valuation compared to peers (INTC sits on a 10 PE at the time of writing) whilst NVDA sits at 90 and AMD at around 43. Heck even TSMC sits at a 30+ PE 3) Good turnaround play for 2022 and beyond considering the addition of P and E cores to their CPUs, architectural improvements and moving away from 14nm to 10nm and in the coming years 3nm. 4) Mobileye (yeah I don't really think I need to elaborate anymore lol). Now I have reasons also not to add 1)Intel has lagged behind compared to competitors mainly AMD in the past
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      I would like to increase my position within INTC
    • letgo09letgo09
      ·2022-01-05
      $Lucid Group Inc(LCID)$ $Tesla Motors(TSLA)$ Just watch how TSLA is riding irrespective of all the negatives in the news, social media. The next is LCID which will follow the same path as TSLA, there will be negative news and social media but eventually, it will overcome all those negativity and will ride up just like how TSLA performed. You need patience. By end of 2022, it will pass over most of those negatives and will clip up over the $200 range.
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    • letgo09letgo09
      ·2022-01-05
      $Microsoft(MSFT)$ The Zacks Consensus Estimate of $9.13 for fiscal 2022 earnings suggests growth of approximately 14.6% from the year-ago period’s levels. The long-term earnings per share growth rate is estimated to be 12%. Microsoft has an impressive earnings surprise history. The company outpaced estimates in all the trailing four quarters, delivering an average earnings surprise of 14.8%.
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    • letgo09letgo09
      ·2022-01-04
      $XPeng Inc.(XPEV)$ Slow and steady Xpeng is in a different league, I just want to say to management do not stray, continue to not sign and give the company away. Keep building on solid foundations and thank you for sharing your plans. Xpeng for longs. I remember that I projected Xpeng would be at around $50 by the end of 2021 and will be $60 by the end of January a few months ago. It seems pretty good projection and I am very very confident in Xpeng. It will have a sale of around 250,000 to 300,000 in 2022, which should give it a valuation of around $80 by the end of the year at least. Let's go XPEV.
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    • letgo09letgo09
      ·2022-01-04

      Alibaba is worth investing more than Amazon.

      I do think; however, that it is possible that Alibaba leadership is telegraphing a move to split the company into two (2) separate entities, Alibaba International and Alibaba Domestic. Domestic lines of businesses would trade on a Chinese bourse, while International LOB's would remain listed on an American Exchange. This would have the dual effect of satisfying Chinese regulatory concerns, while maintaining the ability of Alibaba to fully access international capital markets. Just ask yourself which one has more potential. "Alibaba trades at just 13 times forward earnings and two times next year's sales. Amazon has a forward price-to-earnings ratio of 54 and trades at three times next year's sales." Hopefully investors will flock back to the stock and rerate the stock at a valuation compar
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      Alibaba is worth investing more than Amazon.
    • letgo09letgo09
      ·2022-01-01
      $Grab Holdings(GRAB)$ My opinion is that Grab is a great company but a few years ago was a monopoly all over south east asia. Now users can find different options and this company have to share the cake with Line Man, Foodpanda, Bolt etc.
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