KirkWhit
KirkWhit
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avatarKirkWhit
2021-11-24
$Visa(V)$$MasterCard(MA)$  Customers are addicted to the rewards with CC card…Air Miles , Cash back. Nobody else is giving you rewards like these guys. $Affirm Holdings, Inc.(AFRM)$  $PayPal(PYPL)$ $Square(SQ)$  are not in the same league. Im buying$Visa(V)$  $MasterCard(MA)$
avatarKirkWhit
2021-12-10
How much AMC could a Ken Griffen short if a Ken Griffen could short AMC? $AMC Entertainment(AMC)$
avatarKirkWhit
2021-11-17
$SoFi Technologies Inc.(SOFI)$ IMO - the bank charter IS going to happen. Whether tomorrow or next year. That will drive profitability for SoFi and make it more attractive to new users because it will enable them to lower their rates. Currently, SoFi borrows money to re-lend bc it isn't a bank. Noto and Co realize that they can undercut much of the market once the charter is approved. This positions SoFi to grow membership, improve the financial health of its members and generally disrupt the traditional banking establishment. As they continue to re-invest .70 cents of every dollar of profit, this will happen quickly. IMO the best way to approach is a conservative dollar cost avg over the next 3-5 years. Spend a little from each paycheck between now
avatarKirkWhit
2021-12-15

Watch the Therapeutic and Biotech names more closely this time of year!

$CRISPR Therapeutics AG(CRSP)$ relative strength. When's the last time we have heard that? What does that mean? It could be the very beginning of a much larger rally to come. I'm Buying with both hands here in the low $70's. $iShares Nasdaq Biotechnology ETF(IBB)$ $Spdr S&P Biotech Etf(XBI)$ Tech giants $NVIDIA Corp(NVDA)$ $AMD(AMD)$ these two tech have had their worst month in some time now, Sector Rotation folks. Watch the Therapeutic and Biotech names more closely this time of year AND historically do very well on tapering/rate hike time frames.
Watch the Therapeutic and Biotech names more closely this time of year!
avatarKirkWhit
2021-12-10

Hang in there Folks, we got our investment in good hands. AMD can supply what OEM needs...

Its only paper loss nothing else..why unload coz we know being a Long Investor, that AMD at the sweet spot on this Semiconductor Business plus the ongoing AMD/XLNX deal. AMD Management are focus in all the products which are into this Supply and Demand issue. AMD got all the products what OEM needed for the future. Hang in there Folks, we got our investment in good hands. AMD can supply what OEM needs...Onward we march... $AMD(AMD)$ $Xilinx(XLNX)$
Hang in there Folks, we got our investment in good hands. AMD can supply what OEM needs...
avatarKirkWhit
2021-11-24
$Tesla Motors(TSLA)$ So how are you going to scale up your battery production for your upcoming Electric fleet ?!  $General Motors(GM)$ $Ford(F)$ $Rivian Automotive, Inc.(RIVN)$ $Lucid Group Inc(LCID)$ Ok and how long is this going to take you ??! Hmmm ! How about reaching economy of scale while maintaining positive cash flow ?! That’s right … investors need to know .. I think so !! 🙏🏻🐉🦅
avatarKirkWhit
2022-12-05
Lufax’s revenue and profit fell 17% and 67% in the third quarter, respectively, as it became more selective with borrowers to minimize potential loan losses.The company’s total outstanding loan volume shrunk for the first time since its 2020 IPO, as its credit impairments surged 138%.For Lufax and its peers, the only way forward may be just to 'lay flat' – a popular expression in China these days for taking a breather – and wait for the hard times to pass.
avatarKirkWhit
2021-12-15

Paypal is uniquely positioned to be the leader in buy now pay later.

$PayPal(PYPL)$ is uniquely positioned to be the leader in buy now pay later because of the popularity of it's services especially Venmo. A consumer who decides to "buy now pay never" gets banned from all services which is a huge negative in my opinion. On the other hand, nobody really cares if you get banned from $Afterpay Ltd.(AFTPF)$ $Affirm Holdings, Inc.(AFRM)$ $Square(SQ)$ etc.
Paypal is uniquely positioned to be the leader in buy now pay later.
avatarKirkWhit
2021-12-10

DWAC, a meme stock.

Looks like DWAC did in fact create their own meme stock. It's a classic study in human behavior how the masses will invest in companies that are either near bankrupt or in this case, don't even have an actual company. Of course the smart players are just taking advantage of the updraft and the others are caught when they are left holding. $Digital World Acquisition Corp(DWAC)$
DWAC, a meme stock.
avatarKirkWhit
2021-12-08

AMD is no longer an underdog.

Here's what i am doing after another blowout earnings. $AMD(AMD)$ is no longer an underdog, and future growth projections do not necessarily justify its current valuation. We review amd's q3 results and guidance. the easy money has been made in amd over the last six years, and future returns may look very different. $AMD(AMD)$ is a decent buy at $122, however, potential investors should buy through $Xilinx(XLNX)$ at $185 - a discounted proxy for $AMD(AMD)$ after dr. lisa su's reassurances about the merger.
AMD is no longer an underdog.
avatarKirkWhit
2021-12-07
This could easily go to $50 on hype once confidence comes back into growth stocks. $SoFi Technologies Inc.(SOFI)$
avatarKirkWhit
2021-11-01
$Starbucks(SBUX)$  I still do see comparatively long lines at SBUX while other coffee chains in the same mall are deserted. That said, competition is intense, and with inflation potentially out of control, one of the things tight consumers cut is likely to be premium coffee
avatarKirkWhit
2021-12-09
Added more shares when the market dipped. Tis the season! $Amazon.com(AMZN)$
avatarKirkWhit
2021-11-25
$Micron Technology(MU)$  There is no better positioned semiconductor company in the world than Micron to capitalize on the metaverse. The fact memory has become triple as important over the last 20 years is a testament to how important it'll be ten years from now and proves Micron is in the largest growing semiconductor sector. Additionally, the demand side is diverse and moving further toward higher-value, higher-margin products needed to power an entirely digital world.
avatarKirkWhit
2021-11-25
$ContextLogic Inc.(WISH)$ Let’s all be serious here. Wish is not going to go bankrupt, they have some work to do, and some changes need to be made with the company. However, Wish will be around for a long time, and fast money/day traders might not like this stock, but as a young individual investor, I think this is prime buying time, and we will be rewarded in the future. I can’t tell you an exact date, but this company will rebound, and we can make lots of $$$ in the long term!
avatarKirkWhit
2021-11-23
$XPeng Inc.(XPEV)$ Dear Longs - Does anyone has a link to earning conference call for XPEV tomorrow in English? It seems that NIO has Investor Relations website in English but XPEV does not.Thanks.
avatarKirkWhit
2021-12-08

AMD: Problems with MI200 cards, but not because of selling.

Looks like AMD doesn't have enough MI200 cards after the supercomputer deal. There isn't issue with selling, but AMD hopes to bridge the ROCm and CUDA gap with the government deals and open source community before investing in manufacturing more MI200 cards. CPU Will continue to be the most profitable. Once ROCm catches up NVDA will have a good competition in data center workloads. 2022 can be big year. $AMD(AMD)$
AMD: Problems with MI200 cards, but not because of selling.
avatarKirkWhit
2021-11-22
$Niu Technologies(NIU)$ A quick search on YouTube proves that they are at least marketing globally. You can also find many recent reviews, all strongly positive, from.a dozen countries or more. I've seen the new store in Atlanta, stocked with scooters. These guys are on it. I expect to see a huge uptick in global sales in 2022.
avatarKirkWhit
2021-11-17
$Tesla Motors(TSLA)$ Volkswagen plans to double staff numbers at its charging and energy division, roll out new payment technology next year and strike more alliances to take on Tesla in a key electric vehicle (EV) battleground: power infrastructure. But I think Tesla currently has a greater advantage in the field of electric vehicles
avatarKirkWhit
2021-12-18
On Wednesday my AAPL holding went up 25K. Yesterday it dropped 35K and maybe more today. Buffet's gains also trimmed down a few billions in 2 days. Does he panic sell? Hell no, so why should I?! AAPL fundamentals haven't changed in 2 days right? $Apple(AAPL)$ 

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