ThesisIn my opinion, Rivian (NASDAQ:RIVN) is a speculative story-based long-duration asset that is priced to perfection.Valuedat a one-year forward EV/Sales of about x10, the company has arguably little room to misstep.But on 10 Octobera major misstep happened: Rivian hasannounceda recall ofnearly allof the company's past EV deliveries. The trading day following the news, RIVN shares have lost as much as 11%.I don't think Rivian's long-term prospects will be severely impacted by the EV vehicle recall. But still, the company's valuation is simply too high for investing with the risks associated to a story-led business case - especially given the current environment with depressed sentiment towards growth stock.Rivian stock is down some 80% YTD. But there is still excessive risk in the compa
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Amazon to buy AMC already up a dollar in Germany PM. This will force the crooked HF hands to cover! 🦍🦍🦍🚀🚀🚀$AMC Entertainment(AMC)$
Rivian: Priced To Perfection; Little Room To Misstep
Rivian: Priced To Perfection; Little Room To Misstep
Not real impressed with Cathie Wood's performance for some time. Though I didn't invest heavily in her expertise, I have held for some time and am down in ARKK 13%, ARKG down 43%, ARKW down 22% and ARKF down 21%. I am happy I am diversified in other funds that have done well, or I might wind up doing flip flops for hot cakes on skid row. More than likely, her good pick Tesla is what has prevented even a further disaster. Her picks look like good shorts for the most part.$ARK Innovation ETF(ARKK)$ $ARK Genomic Revolution Multi-Sector ETF(ARKG)$ $ARK Next Generation Internet ETF(ARKW)$ $ARK Fintech Innovation ETF(ARKF)$
AGC has high short interest = ticking time bomb$Altimeter Growth Corp.(AGC)$
New to SEV. Just loaded fresh amount under $20 👍👍👍👍 Thank you panic sellers allowing me to buy more . Tesla want solar Car, New EV standards race is starting, Sono licensing their Patents and systems to other companies, 2022-2023 will be EV solar boom, buy the Dip. Look for a partnership soon. Easily triple the price. Get in while it’s low. 🚀$Sono Group N.V.(SEV)$ $Tesla Motors(TSLA)$
Thats it, Im cashing out my other dog and putting it all on $NAKD. should put me around 6500 shares. Lets squeeze theze loozers$Naked Brand(NAKD)$
Stuck In Covid-Induced Hardship, Lufax Loan Portfolio Shrinks For First Time
The online loan facilitator is bearing more credit risk as its use of third parties to insure and guarantee the loans it brokers becomes costlierLufax Holding Ltd.(NYSE:LU), the largest of China's online loan facilitators, appears caught between a rock and a hard place as Beijing sticks to its "zero Covid" policies.One special feature of the Ping An Insurance-backed (OTCPK:PNGAY; 2318.HK; 601318.SH) company's business model, targeting "unmet demand" for credit among small business owners, has been its role connecting institutional lenders and borrowers without directly exposing itself to a lot of credit risk. It does that by using third-party companies to insure or guarantee the loans it arranges.But costs for loan insurance and guarantees have also risen due to higher default ri
People forget. Last time rates when up, Amazon was trading at 185 times/ NVDA 45 times/ FB 45 times...etc etc....growth stocks did great. Its all fake noise to scare people out. Maybe they are dumping margin...ok...but when that ends money will pile back into growth. So, don't worry. $AMD(AMD)$ $Amazon.com(AMZN)$ $NVIDIA Corp(NVDA)$ $Meta Platforms, Inc.(FB)$
AGC will get around 1.6% of Grab. With the current share price, the valuation is around $53B. 1.6% of $53B is approx $840M. However, Merger probably won’t happen until the end of the first Q or early second Q - this one is a patience stock$Altimeter Growth Corp.(AGC)$
Shares of SoFi have dropped very steeply since November, although the firm's third-quarter showed commercial success regarding customer acquisition and product growth. SoFi also raised its forecast for FY 2021 revenues. Because of the 34% drop in pricing since November, SoFi's revenue and member growth is now heavily discounted again. SoFi - next to PayPal, Alibaba and Palantir - is a stock I am buying during this year-end sale!$SoFi Technologies Inc.(SOFI)$ $PayPal(PYPL)$ $Alibaba(BABA)$ $Palantir Technologies Inc.(PLTR)$
Spread the hashtag! remember; holding the stock it is good; buying and holding it is a lot better. NOT buying call options. Stock! is what we need to buy. AMC buy1amcstock we need to continue to buy that's a fact. buy 1 per week. can you imagine if we all do that??? MOASS in a snap!$AMC Entertainment(AMC)$
$Lucid Group Inc(LCID)$ Has the world already forgotten that LCID will start deliveries on Thursday/Friday?This is a diamond in the rough.
$ContextLogic Inc.(WISH)$ I have just received my shipments 4 days earlier, which is my first order. And I am feeling relieved with confirmation that there is no problem with wish's logistics.
Upgraded my positions to 6000 shares.
According to the Company’s research, approximately 80% of French consumers say they have room to improve the straightness of their teeth, yet cost is the biggest barrier. Priced at 60% less than braces, SmileDirectClub’s expansion into the market will help bridge that gap. Upgraded my positions to 6000 shares. Officially all in now here, hope this will payoff Let’s go$SmileDirectClub, Inc.(SDC)$
Nvidia weighting more and more heavy in my total portfolio but absolutely no plans to sell a single share. Train didn't even leave the station yet folks. Get your tickets and all aboard my fellow investors.$NVIDIA Corp(NVDA)$
All I know is I love SOFI but I’ll never buy another SPAC again - the only way I’ll consider buying a stock associated with a spac is if the stock has de-spac for 5 years$SoFi Technologies Inc.(SOFI)$
not only karp,,,also management team keep selling....this stock is their cash machine....do not consider this stock.$Palantir Technologies Inc.(PLTR)$
Still No. 1 on Fintel short squeeze list.The potential is so big and shorts haven’t covered.Adding a few more.GLTA$Aterian Inc.(ATER)$
Skillz is expanding outside of North America
There are hundreds of millions of NFL fans worldwide, and 150 million people play Trivia Crack each year. As these new games come out, even a small percentage of players from these brands coming over to the Skillz platform will cause significant user growth for the business.Skillz is expanding outside of North America to help grow its user base. India is the company's first new major market, and holds roughly 365 million mobile gamers, more than the entire U.S. population.Less $Skillz Inc(SKLZ)$
except it is still priced for about 40% annual growth or more. Stock is falling faster than I expected. I'll be interested when it gets in the $100 dollar range. Though if it keeps going down at this pace maybe more like the $75 dollar range.$Upstart Holdings, Inc.(UPST)$
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