Investor (Personal Views & Opinions only | No Financial Advice | Do your own DD I Don't fall for SCAMs)

Shambala
Can someone call the Doctor $TMDX is bleeding ๐Ÿฉธ bad 126$ โ€”> 86$ post earnings
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SOoooooo FIneeee $SOFI
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$SNOW vs $PLTR - Snow used to be 1.5x-2.5x of PLTR - Earlier this year, many shots were fired when $PLTR overtook MC of $SNOW, wagers were placed - $PLTR now is 3X of $SNOW MC and later is still reeling close to all time lows The biggest challenge I see is that $SNOW shareholders have not been to articulate themselves, this divergence and attributing it to all to a bubble and cult, sometimes there is more to story and could only be revealed if you look closer
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Sometimes near term performance brightness can take away BIG PICTURE view $SOFI - Near term - stock is 100% up in ~2 months - Long term - Major downward trend since IPO is broken, 4th consecutive GAAP earnings, major 2-3 yr base before breaking out, macro improving and tailwinds
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$CELH could use an energy drink here!
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$GRAB Breakout from ~ 2 yrs long base and consolidation -> would call it Stage 2 Breakout Company books and operations are leaner now and has finally touched +ve Net Income also Opened a position @ 4.83$
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Is $AMD planning an exit from gaming and focus all of its resources in data center, at least data suggests it despite how ridiculous it sounds - Revenue from gaming is ~25% since its peak in Q1 2022, i.e. staggering decline over a period of 3 yrs especially for a company i.e. leading gaming genre on most metrices - Whatever $AMD is lost in gaming has gained in data center revenue, rising the tailwinds of #GenAi and $NVDA rise - Operating margins have same story, since start data center margins were high and barring a blip in early '23, its getting back there and potentially rising. Sudden dip in margins reflect more of an non-organic reasoning and short-term measure or expences instead of structural trends - Gaming operating margins has gone below 3%, unless there is a funny accounting where costs on data center is allocated to gaming or some cost exclusively on gaming side while subsidizing data center, this is a death cross, why carry a oss making business when you have 25%+ margins on other side of business in an emerging sector, which for all practical purposes have infinite TAM for now - in recent Quarter the data center revenues are nearing almost 8x of gaming revenue and finally it has starting showing some uptick on the total revenues, which were flat for a while All tell-tale signs are indicating that massive investment, restructuring and refocusing of the company strategy
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$U After it failed to break 200 DMA, looks like will test its recent lows unless MA convergence provides support OR any fundamental news
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$SNOW what a way to take care of resistance offered by 200 MA, Gap up and open above it. In hindsight, Cramer predicted the bottom very well by telling to stay away from it in 110-120s Some key metrics have reversed nicely and have been discussed, there are few which still concerning to me.... discussed in this thread...
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$DDOG Primed for move-up. I don't know what analyst are saying, my view is new ATH is in PLAY 3-6 months, Market is building some heavy momentum and this is where stocks make biggest gains (Took position recently at 121.xx$, didn't expect it will break soon after my position, it generally happens other way)
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Pre-Market Stock Movers today @Barchart
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$AMD is getting into interesting territory - testing long term trendline support while 200 DMA is above it, but closing, it will be interesting to see where this break out above or below
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Replying to @liolbl
They are doing OK, almost no debt
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$AMD Yesterday's drop is a red flag โ›ณ๏ธ, it not only broke but closed below the long-term supporting trend, going back as long as Oct'22 Also below its 200 DMA and another downward trend as resistance potentially - need some strong fundamental news to buck this trend or earnings with strong AI revenues Long since $141.xx
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$ARM Perfectly supported by its 200 DMA, perfectly capped by its 50DMA, and a key resistance to break as a downward slopping trend Breakout on card but where Up or Down
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EU was leading productivity growth in the early 90s, even more than USA and it was almost 3x of the emerging markets. Europe has experienced a significant slowdown in labor productivity growth. Since the financial crisis of 2009, productivity growth in the Euro Area has been notably lower compared to previous decades, with annual growth rates sometimes dipping below 1%. This decline has been particularly stark when compared to the United States, where productivity growth has been more robust. For example, from 2010 to 2023, EU productivity increased by only 5%, while US productivity surged by 22%. it is important to see the Onset of the Internet in 90s coincides with this change in trends, given we are now at similar inflection point with AI, where Europe is loading regulations and USA is loading innovation, this could be even more painful moving forward A good pair trade will be Long USA and Short Eu etfs (no financial advice)
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FYI $INTC 50 DMA crossed 100 DMA, 1st time since March, Chart is still dumpster fire though and fundamental news around company is not helping either
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$CELH for now has claimed 50 MA and ready to test 100 DMA soon, it claimed, it has some decent value in expected before it test 200 DMA Itโ€™s oversold and technicals crushed more than they should have been IMO
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Replying to @Treygottibaby
Have broken, Major support trend since dec 2022, broken below the converging triangle wedge, All major DMA are above it - trend is down Fundamentals at these levels is different story IMO
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I like $GTLB for 2-5 yrs period for sure. It will eventually be acquired by a big tech soon as new FTC chairman takes position IMO (no financial advice)
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