- Computer Vision technologies (hot) and used in EV and robotics - Partnership with Amazon for AI-powered cameras for EVs - AI/CV chip sector (next big thing IMO) - Whopping 77.5% Institutional ownership - 60 Hedge Funds - 200 Funds... Top ones being Blackrock, Vanguard and RENAISSANCE TECHNOLOGIES! - Mcap 4Bn... Will be 100Bn at the least - Extremely...
Some of you enjoy my fundamental analyses, and I will still bring that to you. Lately, I've been thinking quite a bit about my next macroeconomic play, and this has me occupied... So I will just give you a list of stocks that I am or am looking to accumulate. Even if I think something is going to happen, an investor must plan for multiple scenarios, bullish and...
Tight Stop Loss, the fraud is strong in this one. SL: 57k TP1: 43k TP2: 36k PT: 31k RRR: 4.76
Fate: The Great Recession in the United States was a severe financial crisis combined with a deep recession. While the recession officially lasted from December 2007 to June 2009, it took many years for the economy to recover to pre-crisis levels of employment and output. This slow recovery was due in part to households and financial institutions paying off...
Technical View
Quick technical idea: - Will go back to 55k, at which point a decision will be made. - Will go to 78k USD before a pullback, possibly higher. - Another hard drop and a bear market again, like in 2017. Today Square's conviction made it clear to me that the thesis of crypto bulls from 2016 is coming true... I think we will see 1 million USD in the next 4 years, I...
6.5M by Summer 2022. I am afraid. Very afraid.
I see JPM as having the most upside out of BAC GS MS, with the stock buybacks and earnings report.
The Gamma Bubble is about to burst. - High implied volatility on VIX... Barely moved during the market selloff on Friday. I think when indicators that usually inverse each other stop correlating with each other, investors are just completely exiting the markets. - Over $100 Bn in bonds liquidated... Liquidity in the bond market was the only reason that I was able...
Quick Technical Idea, based on my other macro ideas. I think US Oil will go to 56-51 quite soon.
I am ultra bullish on Smart cities, AI, edge computing, 5G/6G telecommunications, cybersecurity and AR/VR. Lumen Technologies (CenturyLink) seems to be a sleeping giant that checks all those boxes. Lumen is facing a similar situation as Nokia and Blackberry as value company which is about to enter a second growth cycle, and like Palantir Technologies, it is...
Here are my bull and bear projections. Soon it will be revealed. Leaning bearish.
Quick swing trade idea: - I think with the 1.9T Stimulus Bill passed, the very short term is fairly bullish. - However, I think next week we will see quite the correction in the broader market, if not on Monday, then later in the week, and it will affect Bitcoin as well. - I think we see 47-48k before Monday: - but in the week it is possible to drop once more...
I have been noticing that many promising companies that are likely to do very well in the case of a re-opening of the economy and a value rotation are being suppressed via short-selling pressure, while being accumulated. IMO, the rotation is about to happen. The House just passed $1.9T Stimulus. I have a good feeling that institutional bears will have a hard...
Long idea I think we will have a run-up on crypto over the weekend, with the stimulus passing... Holding to Monday may not be recommended though...