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$Keppel DC Reit(AJBU.SG$ $ParkwayLife Reit(C2PU.SG$ Dip setup.
KDC. and Plife, borh my darling reits back in 2019. I will enter dip setup.
KDC. and Plife, borh my darling reits back in 2019. I will enter dip setup.
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$SPDR S&P Biotech ETF(XBI.US$ $iShares Biotechnology ETF(IBB.US$
Mike on biotech's correlation with interest rates:
"Biotech is essentially a call option on $iShares 20+ Year Treasury Bond ETF(TLT.US$
Biotech bulls need inflation and rates to move lower for resumption of a real bull market.
XBI is likely to remain range-bound - or worse - until inflation convincingly moves lower.
Hopefully we can grind out reasonable returns in the meantime by buying the right stocks, but we will b...
Mike on biotech's correlation with interest rates:
"Biotech is essentially a call option on $iShares 20+ Year Treasury Bond ETF(TLT.US$
Biotech bulls need inflation and rates to move lower for resumption of a real bull market.
XBI is likely to remain range-bound - or worse - until inflation convincingly moves lower.
Hopefully we can grind out reasonable returns in the meantime by buying the right stocks, but we will b...
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No service network. No charging network. A single $170,000 product with zero track record. $Tesla(TSLA.US$ was struggling to survive when the $80,000 Model S was their only offering because it was so expensive that only a small % of buyers could consider it. Musk was sleeping on the factory floor as the Model 3 was entering into production and the company barely survived the launch of the $35,000 car (now $40,000+). The Lucid product is more than double that price.
Will $Lucid Group(LCID.US$ survive in a much more crowded market segment with competition like Porsche, Audi, Volvo along with Tesla on the high end and $Ford Motor(F.US$ , Kia, $HYUNDAI MOTOR CO GDR EACH REP 1/2 PFD N/VTG(REG'S')(CIT)(HYMTF.US$ and $General Motors(GM.US$ on the lower end of the market? Maybe, I suppose anything is possible.
Will $Lucid Group(LCID.US$ survive in a much more crowded market segment with competition like Porsche, Audi, Volvo along with Tesla on the high end and $Ford Motor(F.US$ , Kia, $HYUNDAI MOTOR CO GDR EACH REP 1/2 PFD N/VTG(REG'S')(CIT)(HYMTF.US$ and $General Motors(GM.US$ on the lower end of the market? Maybe, I suppose anything is possible.
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$Intel(INTC.US$is definitely undervalued, however $Advanced Micro Devices(AMD.US$will grow into it's current valuation allot quicker than expected. Inclusive of $Xilinx(XLNX.US$, AMD can realistically hit $30B revenue by the end of 2022. Demand for their high margin server and HPC products is insane, and Intel won't have anything to compete till 2025. SR won't be out till around 2Q or 3Q 22 and 5nm Genoa is already sampling to customers. 128 core Zen4c Bergamo will be out in 1Q23 and there is no way Intel is getting on 3nm before $Apple(AAPL.US$does in 1Q23.
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$Lucid Group(LCID.US$ Lucid is making some very nice EVs but they are in the luxury class with no plans to dip down in to the Model 3/Y market. Good luck to them but they will not be a threat to $Tesla(TSLA.US$ for a very long time.
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$Advanced Micro Devices(AMD.US$One of the reasons I bought AMD at 35 then 52 then 106 is because THANKS TO AMD building a PC finally is affordable . Before AMD , Intel was super charging us and made so much money on our backs with overpriced products. I'll never forget that. So yes. AMD all the way.
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All $Tesla(TSLA.US$ shareholders or pro Tesla people came here to mock $Lucid Group(LCID.US$. haha.
Well, just keep your fingers away from your keyboard and watch how Lucid will fly further, and then let your fingers to talk about your loving Tesla.
The fact is that Lucid's EV quality and battery efficiency are way better than Tesla's. Stop denying, people!
Elon's unethical behaving and actions in the capital market are already down signals for Tesla. You all Tesla shareholders better keep watching his share dumps will come in the near future. Don't forget Elon is more like investor not the true leader. He took the CEO title at Tesla as a narcissistic investor who unfairly treated the initial engineers. His involvement in coin market.... so unethical!
Well, just keep your fingers away from your keyboard and watch how Lucid will fly further, and then let your fingers to talk about your loving Tesla.
The fact is that Lucid's EV quality and battery efficiency are way better than Tesla's. Stop denying, people!
Elon's unethical behaving and actions in the capital market are already down signals for Tesla. You all Tesla shareholders better keep watching his share dumps will come in the near future. Don't forget Elon is more like investor not the true leader. He took the CEO title at Tesla as a narcissistic investor who unfairly treated the initial engineers. His involvement in coin market.... so unethical!
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$NVIDIA(NVDA.US$ Yes, the future is unquantified.
We do not know yet if each of the new segments that Nvidia is getting into (Omniverse, Autonomous Vehicles, Robotics, CPUs, getting into Edge AI with or without ARM, etc.,) will be rewarded with additional growth.
Even if *some* of those turn into winners, as in $10B revenue potential in steady state, Nvidia will be in great shape. Add to that the increasing market market share in data center segment via acceleration and HPC, and more and more enterprises getting into AI (expanding the sales of Nvidia’s AI platform) to continue the growth for existing segments, I personally do not believe a slowdown in the next 24 months. And growing at 38% with 65-67% margin is not going to be a problem. Please also note that whatever Nvidia’s building in the next 12 months is already spoken for.
Beyond that (24 months) we are talking another 12-24 months to see if Nvidia can maintain 38% growth. Well, let us adjust in the next 18 months as we get to see what Jensen reveals in 2022 GTC and 2023 GTC.
Until that point, I will hold and add during dips (did that at $295 recently). Oh, forgot to mention that there will be dips of 5-10% or more in the next 12-24 months, some sideways movement, but will continue to March ahead towards a trillion dollar valuation (that $1T valuation is a foregone conclusion).
We do not know yet if each of the new segments that Nvidia is getting into (Omniverse, Autonomous Vehicles, Robotics, CPUs, getting into Edge AI with or without ARM, etc.,) will be rewarded with additional growth.
Even if *some* of those turn into winners, as in $10B revenue potential in steady state, Nvidia will be in great shape. Add to that the increasing market market share in data center segment via acceleration and HPC, and more and more enterprises getting into AI (expanding the sales of Nvidia’s AI platform) to continue the growth for existing segments, I personally do not believe a slowdown in the next 24 months. And growing at 38% with 65-67% margin is not going to be a problem. Please also note that whatever Nvidia’s building in the next 12 months is already spoken for.
Beyond that (24 months) we are talking another 12-24 months to see if Nvidia can maintain 38% growth. Well, let us adjust in the next 18 months as we get to see what Jensen reveals in 2022 GTC and 2023 GTC.
Until that point, I will hold and add during dips (did that at $295 recently). Oh, forgot to mention that there will be dips of 5-10% or more in the next 12-24 months, some sideways movement, but will continue to March ahead towards a trillion dollar valuation (that $1T valuation is a foregone conclusion).
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