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This is why I am "Sonic the Hedged" (not the hedgehog). HEDGED. I make my money through "hedging".
$BABA-SW(09988.HK$ $Alibaba(BABA.US$
This is why I am "Sonic the Hedged" (not the hedgehog). HEDGED. I make my money through "hedging".
$BABA-SW(09988.HK$ $Alibaba(BABA.US$
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$AMC Entertainment(AMC.US$ me at $39, come fetch me please
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$NVIDIA(NVDA.US$ Stop relying on analyst projections and price. Look at the fundamentals.
The company has an EV/EBIT ratio of 94. 2019 it was at around 20-30 and 2014 at around 10. Growth has accelerated, but not in the same vein as the multiple, which 3x in less than 3 years. .
Is Nvidia a great stock and here to stay. Yes, but it is also hella expensive. Things can even get more expensive, but the multiple might contract. What happens when we hit a bear market and the multiple goes back to 30 EV/EBIT? If you DCA, then that might be a decent strategy, but even if you cut the current stock price in half there is no proper margin of safety.
The company has an EV/EBIT ratio of 94. 2019 it was at around 20-30 and 2014 at around 10. Growth has accelerated, but not in the same vein as the multiple, which 3x in less than 3 years. .
Is Nvidia a great stock and here to stay. Yes, but it is also hella expensive. Things can even get more expensive, but the multiple might contract. What happens when we hit a bear market and the multiple goes back to 30 EV/EBIT? If you DCA, then that might be a decent strategy, but even if you cut the current stock price in half there is no proper margin of safety.
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My YouTube channel:
https://youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
Below is my thoughts on the impact arising from COVID variant from Africa.
As always, this should not be construed as any investment or trading advice.
$Tesla(TSLA.US$ $NIO Inc(NIO.US$ $Futu Holdings Ltd(FUTU.US$ $UP Fintech(TIGR.US$ $Bilibili(BILI.US$ $PDD Holdings(PDD.US$ $Upstart(UPST.US$ $Lemonade(LMND.US$ $NetEase(NTES.US$ $Matterport(MTTR.US$ $NVIDIA(NVDA.US$ $Meta Platforms(FB.US$ $Microsoft(MSFT.US$ $DiDi Global (Delisted)(DIDI.US$ $JD-SW(09618.HK$ $JD LOGISTICS(02618.HK$ $MEITUAN-W(03690.HK$
https://youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
Below is my thoughts on the impact arising from COVID variant from Africa.
As always, this should not be construed as any investment or trading advice.
$Tesla(TSLA.US$ $NIO Inc(NIO.US$ $Futu Holdings Ltd(FUTU.US$ $UP Fintech(TIGR.US$ $Bilibili(BILI.US$ $PDD Holdings(PDD.US$ $Upstart(UPST.US$ $Lemonade(LMND.US$ $NetEase(NTES.US$ $Matterport(MTTR.US$ $NVIDIA(NVDA.US$ $Meta Platforms(FB.US$ $Microsoft(MSFT.US$ $DiDi Global (Delisted)(DIDI.US$ $JD-SW(09618.HK$ $JD LOGISTICS(02618.HK$ $MEITUAN-W(03690.HK$
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$NVIDIA(NVDA.US$ I'm optimistic about you!
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