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    I am ur Dog liked and commented on
    $Palantir(PLTR.US)$ When it comes to the technology sector, investors had better avoid the popular ovehyped large-cap stocks with the weak balance sheets such as Palantir and focus on undiscovered small-cap stocks.
    For instance, undiscovered $BOS Better Online Solutions(BOSC.US)$ has pristine balance sheet (net cash position), profitability and trades only 0.5 times its annual revenue, as shown below:
    BOSC's Eyal Cohen stated: "While we still have significant business challenges to solve in the Robotic division, I am encouraged by the continuing improvement in our financial results. Regarding the year 2021 outlook, we reiterate our expectation for revenues over $33 million and a net profit of above $1 million".
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    I think the price target is a little stretched, BUT-- many are predicting that Humira going off patent will destroy $AbbVie(ABBV.US)$. I think the newer drugs getting approval daily will nullify the ABBV is "doomed" naysayers. ABBV going higher....
    Long ABBV
    LOVE the dividend!$!
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    I am ur Dog liked and commented on

    Alibaba & Baidu are pressured to crack down on cloud-business fraud

    Two of China's biggest and best-known Internet companies are facing more pressure from the government, this time over the practices of their cloud business units.
    The Chinese Ministry of Industry and Information Technology said Tuesday it has told $Alibaba(BABA.US)$ and $Baidu(BIDU.US)$ that those companies need to do a better job of preventing telecom fraud after the ministry determined their cloud platforms had been used to gain access to fake and fraudulent websites. According to a report from Reuters, the ministry said Alibaba and Baidu must "earnestly fulfill their main responsibilities for network and information security."
    Initial reaction to the Chinese government's latest moves was muted, as both Alibaba and Baidu edged into positive territory in pre-market trading, Tuesday.
    Over the weekend, China's State Administration for Market Regulation levied fines equivalent to $78,000 on Alibaba, Baidu and several other companies for failing to disclose some acquisitions made over the past decade.
    Alibaba & Baidu are pressured to crack down on cloud-business fraud
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    $NVIDIA(NVDA.US)$ I will be selling half at $800 pr. share which is about a 2 trillion dollar market cap valuation for Nvidia. Should happen sometime in 2023 or 2024 at the very latest. Currently I consider Nvidia to be a steal at these prices. Not even 1 trillion yet. Sheesh!
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    I am ur Dog liked and commented on
    $NVIDIA(NVDA.US)$For ages mankind has been fantasizing about Artificial Intelligence. It has always been the holy grail of technical advancement. Now we have finally come to a point in time where it is beginning to be possible. Nvidia is one of a handful of big companies who is actually going to make this happen - and you want to be bearish? What!? For me that is like being bearish on the first human who was able to make fire? Or the one who invented the wheel! Industry 4.0 aka The Fourth Industrial Revolution is upon us. Nvidia will be worth trillions. Yes, trillions (as in more than one). Nvidia will be worth at least 5 trillion dollars by 2030. Maybe even ten trillion. Nvidia is in everything.
    Am I just a shameless pumper? Could be but I believe every word I have written and put my money where my mouth is. Jensen Huang at Nvidia is a genius, a mastermind and his team is excellent. Naturally I have a diversified portfolio with many tech names;$Intel(INTC.US)$,$Advanced Micro Devices(AMD.US)$,$Marvell Technology(MRVL.US)$,$Skyworks Solutions(SWKS.US)$and$Qorvo(QRVO.US)$to name but a few but Nvidia - Nvidia is in a totally different level (!!) and is of course my largest single stock position. Nvidia is king!
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    $Alibaba(BABA.US)$ It is true non-Chinese institutions are selling hard.
    Already 65% reduction Y/Y.
    The remaining 14% institution ownership are new investor or diamond hand. i don't think they will bring down price any more than this.
    Also, I think Chinese institutions and retail are loading up BABA.
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    $Disney(DIS.US)$ That’s good! I don’t get it, force a mandate when you still get Covid and spread it after you get the vax. If it works so well why are vax people so afraid of vax people. Does anyone take pause when the manufacturers have zero liability if something goes wrong.
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    From Consumer Reports

    $Tesla(TSLA.US)$ As the largest EV maker, Tesla is particularly prone to reliability issues. The Tesla Model Y, the company’s most popular model, is one of the 10 least reliable vehicles of 2022, according to Consumer Reports, which chronicled problems with its body fit, paint, weatherstripping, rear hatchback and climate system.
    Lincoln is the least reliable brand for 2022, according to Consumer Reports, which ranked Tesla second-to-last. Other brands near the bottom are Jeep, Genesis, Volkswagen and Mercedes.
    The rankings show that brands with a more conservative approach to new features tend to sell the most reliable rides, says Jake Fisher, senior director of auto testing for Consumer Reports.
    Such is the case with Lexus and Toyota.
    Those brands “are always hanging out there at the top, and they do it in proven ways,” Fisher says. “They’re very methodical when they introduce new technology, and they don’t take chances.”
    He acknowledges that “many accuse them of being boring because of that.”
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    I am ur Dog liked and commented on
    $Tesla(TSLA.US)$ This whole concept from Datatrek is farcical; to build EV companies based on outrageous overly inflated PE ratios. For those that lived the dot.com bust, everyone wanted to be an Internet company until the house of cards collapsed.
    Newco EV is barely off the blueprint, many with no sales, which they have yet to deal with maintenence, recalls and safety issues that will dramatically change paper to real world companies. Add to that the small percentage global marketshare (1-2%) means that many households for which a vehicle is their second largest investment want to ensure Newco is still around in 10 years. That is now the average time people are now changing vehicles.
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    When considering top shows and movies, this survey doesn't even look at programming outside $Netflix(NFLX.US)$ Netflix, $Amazon(AMZN.US)$ Amazon Prime, $Disney(DIS.US)$ Disney+, and $Apple(AAPL.US)$ Apple TV. It's rather silly. Those four services could all fall by the wayside (Apple TV basically has already), and still be considered to include 100% of top shows and movies. It's like surveying only Democrats and concluding that 100% of Americans want open borders.
    The only useful message here is that Disney is hideously overvalued. If you think streaming will become immensely profitable, buy Netflix. Disney is an also-ran that's already topped out on Disney+ subscribers and can't figure out how to generate signifiant profits from its physical infrastructure (parks, hotels, and cruise ships) in the post China virus world. If you're going to buy a streaming stock with a sky-high P/E, Netflix is the one to buy.
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