Taiwan Semiconductor Manufacturing could easily be 4X the SP at 120 PE ratio
$Taiwan Semiconductor Manufacturing(TSM)$ TSM = A tech company growing at 20%-30% a year, 1.5% div yield, 30 PE ratio, incredible tech moat in an industry that has the highest barrier of entry in the entire world, and in command of a monopoly producing the most precious commodity of the tech world in the 21st century. This could easily be 4X the SP at 120 PE ratio and still be considered reasonably priced my good friends.
Probably we'll never see $49 again since SEPT/OCT sell off is well over, big boys start to select certain stocks for 2022 portfolio and among them is $Intel(INTC)$ INTC.
Probably we'll never see $49 again since SEPT/OCT sell off is well over, big boys start to select certain stocks for 2022 portfolio and among them is $Intel(INTC)$ INTC.
This will reach 200$ soon maybe 1 year or 2 max they adapt there brand with adding more traditional cofee …. This stock $Starbucks(SBUX)$ is a brand and his cost price is cheap for me
The world needs GOOG...search engine that is...it has no peers!
The world needs GOOG...search engine that is...it has no peers! Good earnings report? The market frequently overlooks good earnings reports and still sells off the stock. Hoping the GOOGL report occurs on the UP market day so sentiments will be optimistic.The world needs $1X GOOG(GOOG.UK)$ GOOG...search engine that is...it has no peers!
Facebook and Twitter should have stayed away from Politics.
Overreaction to Snap earnings. Facebook have many ways to get around the Apple privacy issue without losing money $Facebook(FB)$ Facebook and Twitter should have stayed away from Politics. Now their Republican clients will use the Trump platform and go away from Facebook and Twitter. I don't mind Zuckerberg much but that Dorsey is one lucky #$%$
The link between AMD and Xilinx is getting a bit weaker.
It appears that the link between $AMD(AMD)$ AMD and $Xilinx(XLNX)$ XLNX is getting a bit weaker. The past couple of days the ratio has dropped a bit and is sitting at 1.456 as I type. I don't think this is a reflection of expectations of the merger failing as much as it is of AMD dropping some after the merger is okayed by China.
FuelCell and Plug Power are the best two stock to trade
$FuelCell(FCEL)$ FCEL and $Plug Power(PLUG)$ PLUG are the best two stock to trade, last week I bought FCEL at $6.24 and dumped it a couple of hours ago at $8.64, made an easy $24 K . Again neither FCEL nor PLUG worth keeping long term. FCEL will for sure go back to lower $7 or high $6, I am waiting to buy another 10 K shares.