AaronJe
AaronJe
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avatarAaronJe
2021-12-24
AAPL definitely leads when others don't even think of it , they closed stores to keep people safe , and now SEE's candy has opened Pandora's box with that brilliant response "derivative" , ... I'm sure there will be plenty there to buy if W.B. is forced to sell , and I wouldn't want to be in Wally Worlds shoes right now either$Apple(AAPL)$ $Sealed Air(SEE)$
avatarAaronJe
2021-12-22
Tencent Holdings and Alibaba Group Holding have dropped out of the global top 10 companies in market capitalization, new data shows, leaving no Chinese members on the list. The market lacks confidence, should I stop the gain? $TENCENT(00700)$ $Alibaba(BABA)$
avatarAaronJe
2021-12-22
Volatility, and subsequent beta, high for XPEV. Can be a disconcerting position. Personally, it has the greatest weight of 21 positions in my portfolio. Taking into account that their are no distributions, that’s a mouthful for me. Although I dislike the anguish, the upside remains particularly attractive. My portfolio has underperformed the sagging markets and XPEV is the primary culprit. Nonetheless, the risk reward factor keeps me holding. I can only imagine the pop to SP when XPEV turns a profit. Requires doubling the revenues to reap the economies of scale. The numbers continue to trend in that direction and quicker than anticipated.$XPeng Inc.(XPEV)$
avatarAaronJe
2021-12-17
honestly I don’t get it! Why are people still buy options for amc, knowing hf wont let them win??? Buy shares not options! That way we all stand together and fight them! Buy options for other stocks not amc$AMC Entertainment(AMC)$
avatarAaronJe
2021-12-16
Disney is losing fans left and right. That is the reality of Disney. After the feminist Star Wars, people are just sick of them. I cannot imagine an executive team that was given the golden goose and they immediately slaughtered it. It is not just the movies. It is across all their products. After COVID and after the elections, sentiment in this country is shifting dramatically. Disney will have a very hard time attracting fans back. I personally laughed when I saw the price they are asking for Disney +. Why would I spend all that money to watch woke leftist policy? The answer is that I wouldn't and so many more people aren't either.$Walt Disney(DIS)$
avatarAaronJe
2021-12-16
A merger will boost AMD before EOY. A CES 2022 will boost AMD right after that.$AMD(AMD)$
avatarAaronJe
2021-12-14
🚨🚨🚨🚨👍🏽LOOK AT THIS:Short Interest on IWM is 146 million shares!! This is the ETF for all the Memes with AMC being the largest hold. THIS IS HOW THEY’VE BEEN SHORTING AMC, dropping the price, UNDERNEATH THE RADAR. Utilization is at 100%!!TICK TOCK KENNY!!
avatarAaronJe
2021-12-10
The video game retailer's stock was under pressure throughout the session after announcing mixed quarterly results. Cohen has revealed few details about his strategy. I also feel panic this time. Do I need to leave this stock? $GameStop(GME)$
avatarAaronJe
2021-12-10
The analysts keep talking about high growth stocks without any profit is not the place to be. I would think high growth stocks that are profitable would be a safe haven. Glad UPST is profitable!$Upstart Holdings, Inc.(UPST)$
avatarAaronJe
2021-12-09
Needham's Laura Martin says the deal drives upside value, for a few reasons - key among them that "we believe this is a 3-year deal for both ad-driven YouTube and YouTube TV (the vMVPD), so this source of headline risk should not recur soon." YouTube was also Roku's "most formidable foe" as the biggest ad-driven app, she writes - and it pays virtually no revenue share to Roku because "it was large before Roku began and was grandfathered." There's no other ad-driven app with power equal to Roku's she says, and there shouldn't be issues with other apps on the platform. Up 18%! What a joke. A P/E of 136. A person can watch YouTube anywhere. Roku devices are great and I've had about six of them but this stock value doesn't make any sense. How does YouTube help Roku make money? Almost every con
avatarAaronJe
2021-12-09
Sooner or later, it'll be at 300+ again. Just be patient people. Laugh at the negative comments.$Sea Ltd(SE)$
avatarAaronJe
2021-12-08
For this arguing over profitability. It took Amazon 10 years to be profitable. All the generic non innovative businesses considered Amazon a doomed failure. Today Amazon dominates the generic naysayers. Same with Tesla. It took 18 years for Tesla to become profitable. During that time you realize how many traditional car manufacturers and critics called Tesla a failure.? A lot. Innovative companies re-invest a lot into the company for growth. GRAB is a dominate brand in SE and one of the companies moving South East Asia forward into the digital future. I cannot stress enough how much being “a first” with brand recognition matters.$Grab Holdings(GRAB)$ $Amazon.com(AMZN)$
avatarAaronJe
2021-12-08
MARA's hash rate is now 4.3 EH. The average miner production with the current difficulty rate is 171 Bitcoins per 1 EH. Therefore December yields 735 Bitcoins for MARA. January, through March are going to be at an average hash rate of 9.5. That means the first 3 months will produce 4,873 Bitcoins. April through June is ramps to 13,3 EH. April thru June will average 11.4 EH.... this produces 5,848 Bitcoins. This is 10,721 Bitcoins mined for the first half of 2022. After June, the hash rate goes to 13,3 EH. Now lets say the Difficulty rate gets harder.... now we only generate 150 coins per Exa hash. The 2nd half of the year generates 11,970 BTC's for a grand total of 22, 691. Add in the 8,400 they will have by the end of 2021 and they will be HOLDING 31,000 Bitcoins by the end of 2022. At $1
avatarAaronJe
2021-12-07
Spot on! there are forces at work trying to create failure. Defi threatens the elites. On the positive side.... MARA has mined something like 110 BTC in the first 5 days of December. And their hash rate will triple by the end of January. LOL!!! We just need Bitcoin to overcome the antagonists.$Marathon Digital Holdings Inc(MARA)$
avatarAaronJe
2021-12-07
466 Bitcoin mined in November, running at 3.0 E\H's and completed immersion cooling project which could squeeze 25% more out of miners without adding more units. I think they have the advantage right now. Firing on all cylinders. expect a bitcoin recovery, oversold at this price$Riot Blockchain, Inc.(RIOT)$
avatarAaronJe
2021-12-06
The people who bring the stock down are doing buyers a favor . Crowd strike will rise next year, is kind of Obvious. Keep buying. Look at Palo alto.$CrowdStrike Holdings, Inc.(CRWD)$
avatarAaronJe
2021-12-06
SOFI's debt has now exploded to $3.01billion almost 1 billion more than PSFE. WOW and at the rate SOFI is still burning cash it will not be long and SOFI will need to sell even more share to dilute you and next time it will be a major dilution because SOFI will need to sell 1-2 billion in stock$SoFi Technologies Inc.(SOFI)$
avatarAaronJe
2021-12-03
Will probably tank like ZS. $350 mil is really nothing for a $100B company. All growth priced in. Market loves this company but the correction sorting it out.$Snowflake(SNOW)$ $Zscaler Inc.(ZS)$
avatarAaronJe
2021-12-03
The investment banks have been wrong on Pfizer since $33/share. Only Argus of all people had a $55 target 18 months ago. I’ve made two trips $33 to $51, then $41 to $54. Surprisingly, I bought PFE for their great dividend. The capital gains have been outstanding, up $200,000 realized and still have shares with $25K profits remaining. Here is my prediction for the next 12 months, look for $75/share. Regards, former CIO major insurance company$Pfizer(PFE)$
avatarAaronJe
2021-12-03
Maybe I'm missing out, but over time I've done well just holding stocks like Apple, P&G, Google, JPM, JNJ, COST, HD, PEP, MSFT and Nextera. Chasing fad stocks just reminds me too much of the late 90's$ARK Innovation ETF(ARKK)$ $Apple(AAPL)$ $Microsoft(MSFT)$ $NextEra(NEE)$ $Johnson & Johnson(JNJ)$ $Pepsi(PEP)$ $Alphabet(GOOGL)$

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