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enderspawn Private ID: 102313720
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    enderspawn liked and commented on
    Does $Advanced Micro Devices(AMD.US)$ still own a significant stake in $GlobalFoundries(GFS.US)$?
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    TRUTH $TMTG Platform listing on Nasdaq 1st QTR 2022.
    I'll be buying, as censorship and free speech matter to me...this is America?
    $Meta Platforms(FB.US)$ self destructing from within? Wonderful..lets go facebook.
    Cheers.
    P.S. $Novavax(NVAX.US)$ Novavax next Big Pharma?
    N.O.W.S.
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    enderspawn liked and commented on
    $Apple(AAPL.US)$Let's revisit a few facts about the company:
    1. As of January 2021, Apple has an active installed base of 1.65 billion devices compared with 1.5 billion devices a year ago. At the time, Apple had over 1.0 billion active iPhone devices globally. By now, this number is very likely even higher, thus further increasing the reach of advertisers on iOS and on Apple's products, all the while protecting the privacy of consumers and freedom of choice (opt in or opt out from app tracking - your choice).
    2. The company is expected to generate ~$3 billion in advertising revenue in 2021 compared to a mere $300M in 2017. Has anyone paid attention to the meteoric rise of Amazon's advertising revenue over the past 5 years? Facebook investors might not have, but Apple management certainly has. As I mentioned in my articles on Facebook - entry into the advertising business is not a high barrier - any company with a sufficient network of users and global reach can do so, and Apple certainly can.Net ad revenue share worldwide
    3. The TAM market for advertising is... well, very large. Some project that advertising could very well be as lucrative as $20B in sales annually for Apple, and this estimate might be low. The global advertising agencies market is expected to grow from $317.63 billion in 2020 to $348.4 billion in 2021 at a compound annual growth rate (CAGR) of 9.7%. The market is expected to reach $455.38 billion in 2025 at a CAGR of 6.9%.
    Some projections place it as high as $786.2B by 2026. Let's take the lower projection for now.
    - $20B would only be a miniscule 4.4% for Apple - surely Apple can beat $TENCENT(00700.HK)$? At a more optimistic 5.5% by 2025, Apple would capture $25B in advertising revenue (or more).
    - With approximately $347B in FY 2021 revenues, this would be 7% of current revenues and closer to 4% to 5% of future revenues - a minor enhancement for Apple, perhaps enough to offset any losses due to App Store fee changes and new regulatory anti-steering rules.
    The implication here is positive nonetheless: most negative / pessimistic cases for Apple's stock involve projections of doom and gloom for Apple's Services business due to regulatory action and forced App Store fee changes, as if Apple's stellar management and R&D team would simply sit back and continue popping pink-balloons and sangria drinking parties at their new headquarters in Cupertino while wearing colorful COVID masks.
    However, I believe Apple is poised to gain closer to 10% to 15% of the Advertising market because it is disrupting the digital Advertising industry. It is leading the innovation and cultural changes backed by regulatory (government) and social (consumer) trends.
    - Thus, at 10% to 15% we'd see revenues of $45.5B to $68.3B by 2025 (using the lower CAGR projection)
    - At the higher CAGR projection,by 2026, we'd see revenues of $78.6B to $118B
    This would be anywhere from 13% to 34% of current revenues, or ~10% to 26% of future revenues.
    Apple may become a leader in the Advertising industry by 2026
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    $S&P 500 Index(.SPX.US)$$Dow Jones Industrial Average(.DJI.US)$$NASDAQ 100 Index(.NDX.US)$ U.S. Treasury Secretary Janet Yellen said she doesn't believe that the U.S. is losing control over inflation, pushing back against criticism from former Treasury Secretary Larry Summers, who has been warning about the effects that spending is having on inflation.
    "I think he's wrong. I don't think we're about to lose control of inflation," Yellen said on CNN on Sunday morning.
    She expects that inflation, which was running at a 5.4% Y/Y rate at the end of September, will start to get back to the 2% range in the middle of 2022, she told CNN's Jake Tapper in an interview.
    "On a 12-month basis, the inflation rate will remain high into next year because of what's already happened. But I expect improvement ... by the middle to end of next year, second half of next year," she said.
    Her comments echo those that Fed Chair Jerome Powell made on Friday, that high inflation is likely to last "well into next year."
    Prices have spiked up due to supply chain disruptions and labor shortages as demand increases with the reopening of the economy.
    Yellen's view contrasts with Twitter CEO Jack Dorsey's who warns that hyperinflation will change everything. "It will happen in the US soon and so the world," he said in a Twitter thread.
    In the latest job openings and labor turnover report released earlier this month, there were more than 10M job openings in August, and a record 2.9% of workers quit their jobs.
    Janet Yellen says U.S. isn't losing control of inflation
    enderspawn commented on
    $Upstart(UPST.US)$ While the pricing is still strong, perhaps it isn’t a wreck, it hit 400 recently, and now it is at 347, that’s down 53 points, that is down 13,2%. The chart looks weak too, I need it to fall to 300, before I start buying, buying the tiniest pieces and hope it goes even lower. Hope isn’t a strategy, and I do have my core position. As time goes on UPST’s moat gets wider and deeper.
    We see a very strong uptrend that hasn’t been shaken until it had that last parabolic leap. Some would identify this as a classic blowoff top. Since greed and hope might be turning my lenses rose` I will leave it to you to decide. The green cup is showing a decided break in trend and the broken line is marking out the first level of support at about 293 to 281. So I was not that far off. Anyway, I want to have cash ready to buy if it does have the fearful selling. The next level of support looks to be 275.
    Picture
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    enderspawn commented on
    $Robinhood(HOOD.US)$waitlist for its recently announced cryptocurrency wallet tops 1M, CEO Vlad Tenev said on Thursday.
    The number illustrates people's interest in having the ability to send and receive cryptocurrencies directly to others. The wallets will let users consolidate their digital coins into one account.
    Robinhood started testing a crypto wallet feature this month.$Coinbase(COIN.US)$and Gemini already offer wallets.
    "You can have a wallet, you can send people cryptocurrencies from that wallet to their wallet," Tenev said. "There's certain advantages that are in the technology that make it kind of global and accessible by default and that makes it very interesting."
    Robinhood started crypto trading three years ago. Cryptocurrencies trading accounted for $233M of Robinhood's $564M of Q2 net revenue.
    In July,$Block(SQ.US)$said it's moving ahead with its development of a bitcoin wallet.
    Robinhood signs up more than 1M for crypto wallet waitlist
    2
    enderspawn liked and commented on
    $Tesla(TSLA.US)$ They did this with only 2 factories. 2 more factories coming online starting 2022! I feel bad for the bears
    LONG TSLA
    5
    enderspawn liked and commented on
    $Netflix(NFLX.US)$ Q3 GAAP EPS of $3.19 beats by $0.63.
    - Revenue of $7.48B (+16.1% Y/Y) in-line.
    - Shares -1.5%.
    - Press Release
    - Global streaming paid net additions 4.38M vs. 1.54M guidance. Global Streaming Paid Memberships: 213.56M vs. 209.18M consensus,
    - Q4 Guidance: Revenue of $7.71B vs. $7.68B consensus, EPS of $0.80 vs. $1.13 consensus.
    - Global Streaming Paid Memberships: 222.06M vs. 221.2M consensus, Global streaming paid net additions 8.5M vs. 8.32M consensus.
    6
    $Apple(AAPL.US)$ On the day that Apple unveiled its new set of MacBook Pro devices, shares of the Cupertino-based company jumped from a modest gain of 0.2% earlier in the morning to 1.2% at the closing bell. The obvious reasons for such an intraday spike are not hard to pinpoint: Apple introduced two new chips that, from a processing and graphics performance standpoint, promise to leave the competition in the dust.
    But I believe that there are more subtle reasons why Apple investors may have felt particularly bullish on October 18 – and that, maybe, could fuel the rally further as the market slowly prices in the upside potential.
    The talk of the town lately has been how the pandemic, more specifically the global economies' messy recovery from it, has been causing disruption to the supply chains. The tech space has been hit particularly hard by the crisis, as component shortages alone have caused some hardware vendors to expect a drop of more than ten percentage points in annual revenue growth this year.
    Confronted with the sector-wide challenges, Apple impressed by "flexing its supply chain muscles" during the October product launch event. Ahead of it, I found it plausible that the highly-anticipated new set of MacBook Pro laptops would face production delays. The risk would be even higher, in my view, if Apple boldly introduced not only a new 16-inch device but also rushed to bring to market a 14-inch trim to replace last year's 13-inch model during such a turbulent environment for tech device makers.
    In the end, Apple handily topped all my expectations. The 14.2-inch product was, in fact, launched on the same day as its 16.2-inch counterpart. Not only that, but Apple did not retire the 13-inch model, which effectively expanded (and added complexity to) Apple's PC portfolio. Lastly, but perhaps most impressively, all new products, which were fundamentally redesigned to accommodate the new M1 Pro and Max chips, will start shipping as early as next week – well ahead of the thick of the 2021 holiday shopping season.
    Apple has reinforced my opinion that the company is, indeed, the king of inventory management. Former COO Tim Cook, a methodical operations manager at heart who has once advocated for "managing [tech inventory] like you're in the dairy business", has proven his value once again as the chief executive. Whether last year's transition from Intel-based (INTC) gear to Apple silicon played a key role or not, I believe that this was the perfect time for Apple to showcase what it is capable of doing within its supply chain, given concerns around the world that are unlikely to be put to rest anytime soon.
    Apple's MacBook Pro Event: The Hidden Bullish Factors
    Apple's MacBook Pro Event: The Hidden Bullish Factors
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    $Intel(INTC.US)$ I'm looking at $46-42 for entry. I agree Intel stock has yet to price in DCG risks and margin decline from competitive pressure, ADL and Arc ramp.
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