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Milenko Private ID: 70592282
good on you FAAMG
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    Milenko reacted to and commented on
    $Microsoft(MSFT.US)$ Teams is “just good enough”, however doesn’t hold a candle to the $Zoom Video Communications(ZM.US)$ audio/video experience. Quality matters when 90% of daily meetings are remote. My $.02
    5
    Milenko reacted to
    $Moderna(MRNA.US)$ Does a platform exist that talks about ongoing events like this without us finding out about it after the outcome has been decided and markets have already reacted?
    For example, a site that notes that Moderna and Arbutus are ligitating this currently and that the outcome is expected by x date?
    Unless you follow either ticker you may not know this is even happening until the outcome is announced.
    4
    Milenko liked and commented on
    Wait times for $Tesla(TSLA.US)$ iPhone 13, particularly the high-end models, are getting better in some of the tech giant's key markets, including the U.S. and China, UBS writes in a research note.
    Apple shares up 1.65% to $168.03 in early Wednesday trading.
    Analyst David Vogt notes that wait times - while still "elevated" - for the iPhone 13 Pro and iPhone 13 Pro Max have declined by two days since last week to 16 and 14 days, respectively. Wait times in the U.K., Germany and France also declined to 14 days, while the wait dropped to 16 days in Japan.
    The wait time for the Apple iPhone 13 Pro and iPhone 13 Pro Max is 18 days in China, with the wait time for the 13 Pro "in line with last year's model," while the wait times for the 13 Pro Max "have yet to drop to the degree we saw last year despite the high price point suggesting stronger demand," Vogt adds.
    The analyst expects December quarter iPhone units to come in at 80 million units and fiscal 2022 iPhone units to be 230 million, compared to 82 million and 235 million, respectively.
    Vogt has a $175 price target on Apple shares, which includes $14 a share on Apple's auto opportunity.
    On Tuesday, Taiwanese research firm TrendForce said Apple will unveil the third-generation of its iPhone SE in the first quarter of 2022.
    Apple iPhone 13 wait times in US and China continue to get better, UBS says
    15
    Milenko liked and commented on
    $AT&T(T.US)$ management is guiding for 26 billion in 2021 FCF. At todays price of 22.8, that’s a 16% cash on cash return. With or without inflation, with or without covid, with or without a dividend that’s a fantastic return on a company with cartel characteristics.
    People need cell phones. Take your eyes off of the day to day bullshit and buy cash flows.
    6
    Milenko reacted to
    $Tesla(TSLA.US)$ I think he is overselling the risk to push the team. While there is risk involved, there is no way Elon would allow SpaceX to go bankrupt. Even if SpaceX wasn't making money in other ways, he could finance them for decades himself.
    I do wonder what the production crisis is? It seems like they were pumping them out like crazy earlier in the year. Maybe it's just supply chain issues? It seems like that isn't something they could really solve though.
    8
    Milenko liked and commented on
    $Merck & Co(MRK.US)$ declares $0.69/share quarterly dividend, 6.2% increase from prior dividend of $0.65.
    Forward yield 3.71%
    Payable Jan. 7; for shareholders of record Dec. 15; ex-div Dec. 14.
    Merck raises dividend by ~6% to $0.69
    10
    Milenko reacted to and commented on
    $E-mini Dow Futures(JUN4)(YMmain.US)$$Dow Jones Industrial Average(.DJI.US)$ Omicron is a load of nonsense. The media has nothing to talk about these days, and WHO is just trying get Americans to buy more vaccines for the 3rd world countries. Any dip should be taken advantage of with tax harvesting and buying beaten down Energy and Travel stocks.
    3
    SpaceX is way ahead of everyone else in Space Tech. I would buy it in a second as long as it does not have the same astronomical valuation as $Tesla(TSLA.US)$. Space the Final Frontier, has Huge opportunities for businesses. Just need to have the technology to make things happen and that's where SpaceX comes In. In fact I believe NASA is planning on exploring one Asteroid in our system that is allegedly worth trillions of dollars (gold & other metals).
    But on a more realistic outlook, Civilian Vacations in Space, Space Exploration for the Government (science missions), and MILITARY is definitely a Huge Opportunity. ...to win a major war will depend on our Space Technology. All is my opinion.
    3
    Milenko reacted to and commented on
    $Tesla(TSLA.US)$ Elon is just showing and proving his distaste for wallstreet ,investment bankers and Hedgefonds.they had to play this stupid quarter to quarter game ,like so many in USA,but not anymore.company and share have their own velocity now .
    5
    $Afterpay Ltd.(AFTPF.US)$ how about an even more disruptive business. buy now never pay. just give everyone free shit.
    3