KirkWhit
KirkWhit
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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
2021-12-18
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? $Apple(AAPL)$ 
avatarKirkWhit
2021-12-17

DIS's never ending release of commercialized junk making kids even the most naive kids skeptics.

$Viacom CBS(VIAC)$ The new Southpark has been released prompting many southpark holdouts to subscribe now that they see a new special is coming every month. HBO has been finessed hard. Next is to create superhero movies to bring down $Walt Disney(DIS)$ and their one trick pony show. Their never ending release of commercialized junk making kids even the most naive kids skeptics.
DIS's never ending release of commercialized junk making kids even the most naive kids skeptics.
avatarKirkWhit
2021-12-17
Well now the market makers know retail traders are expecting santa rally…. like in 2018… if the buying is more they will sell it artificially. $Microsoft(MSFT)$
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
2021-12-15

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
2021-12-14

APPLE has its SECRETIVE APPLE EXCLUSIVE HARDWARE MATERIAL COMPANY!

Apple will rebound today not to mention Apple’s LONG INVESTMENT IN THEIR SECRETIVE APPLE EXCLUSIVE HARDWARE MATERIAL COMPANY -LQMTLiquidmetal Technologies IncUp just over 20% in yesterday’s trading.......Long Apple $Apple(AAPL)$
APPLE has its SECRETIVE APPLE EXCLUSIVE HARDWARE MATERIAL COMPANY!
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
2021-12-10
How much AMC could a Ken Griffen short if a Ken Griffen could short AMC? $AMC Entertainment(AMC)$
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
2021-12-09
Added more shares when the market dipped. Tis the season! $Amazon.com(AMZN)$
avatarKirkWhit
2021-12-09

Jumia is exploring the African market! Bravo!

4.3M orders in Black Friday, 40% YY… Every growth Jumia will become more monster, more exclusive brand and cheaper prices which will attract more clients and subscribers, African is the latest to adjust to online shopping behavior, Jumia start from scratch with logistics infrastructure and communities involvement what other big companies dare to do, and now they are the door to the African market for brands, products distribution and for logistics services. $Juma Technology Corp.(JUMT)$
Jumia is exploring the African market! Bravo!
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
2021-12-08

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
2021-12-07
This could easily go to $50 on hype once confidence comes back into growth stocks. $SoFi Technologies Inc.(SOFI)$
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
$Micron Technology(MU)$Per today's Joe Albano Seek Alfa: "The 'M' In Metaverse Stands For Micron"Summary:"Metaverse is the latest tech buzzword, and everyone and anyone is attaching to it. But the one missing from the investor conversation is Micron, the company in the semiconductor sector growing faster than most of the industry. You've heard the "secular growth" story before, but don't be confused by the bump in PC DRAM pricing as a cycle indicator.""When the market figures out 'M' is for Micron, the stock will catch up and launch into triple digits."
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 $$$ in the long term!
avatarKirkWhit
2021-11-24
$Visa(V)$$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
2021-11-24
$Longeveron Inc(LGVN)$ SHORT ACCOUNTS ARE BLOWN UP! Most brokers require margin calls be settled within 2 to 5 days. That said there are definitely margin calls that need settled starting tomorrow and continuing through next week ESPECIALLY IF THIS RUNS TOMORROW! IMO FULL BLOWN SQUEEZE PLAY! 🍋💦

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