社区

$SoFi Technologies Inc.(SOFI)$Relooking into this stock again. The entire market is up but it is still flat or at times slightly negative. What gives? Plus it has gone under $10, as observed based on the trend before the market turned bullish again last two days. If SOFI continues under $10, even after catalysts like the bank charter, etc. pay close attention and retest your analysis on this. It needs to prove the numbers to be able to line up with whatever growth thesis it has. The market looks very closely at how it will grow at the end of the day - you can acquire and acquire, have lots of good narratives, but what brings a buy-in from smart money and institutions - REVENUE GROWTH. And the market wants it big. How big? big enough to buy in and sho

$Upstart Holdings, Inc.(UPST)$Sellers sitting on the 120 psychological resistance level. All it needs is a good catalyst to break up. If it does, it will plough through to 125 and 130 ilines

$Lilium N.V.(UPST)$Told you so. Up 25% each day for 2 days already. Just wait and see - all it needs is to keep signing deals, which is straightforward as it already has proof ofconcept. Just need to enter full fledged manufacturing phase. 

I caught the video of Cathie Wood and her explanation on traditional stocks - automakers like Ford, energy and financials being in their all time highs even though they are technically slow growing in nature - and that the valuations of these stocks are in bubble territory. For those of you who have not watched that video yet, I highly encourage you to watch it. Some of you may be dissing Cathie and saying all sorts of nasty things about ARK ETFs at the moment but quite a number of you who bet against innovation at this juncture are going to be in for a rude awakening. And before you go on saying that I am an avid supporter, let me caveat that I drill down to fundamentals and go by rationale of what establishes the best potential for the future and likely gains that can be accrued. Fi

$Palantir Technologies Inc.(PLTR)$Opened puts to pick up stock in the single digits. 

$Palantir Technologies Inc.(PLTR)$this is going to a tough place for a lot of shareholders as the indices that are selling down push its price closer into the single digit zone. 

This article is probably more in line with what the market currently thinks about the stock. Just think about the customer acquisition and then conversion between tiers - from existing to become a higher paying customer - that is not that easy. I'd use the company for one specific project purpose and beyond that, I may not need it for more. That single project may exist and it may be for the long run, but converting to a higher paying tier, I must have something else that i need Palantir to do for me. I don't see that happening. So all Palantir can do is to spend high marketing costs acquiring new customers who will need its services - which may not be as scalable as it seems. Each customer is unique in its requirements so set up costs cannot be scaled out of the equation wh

$Marqeta, Inc.(MQ)$buying at this price is amazing. Remember - that this is the backbone of modern card issuing and processing for many other companies including Bill.com that just reported excellent earnings. Visa, Mastercard also use Marqeta. Square, Coinbase, Affirm, Klarna, JP Morgan, you name it. If they are still growing the total processing volume, and each transaction (not all though) is a KACHING KACHING for Marqeta, what do you think Marqeta be getting? Plus it is not only having strong partnerships with fintech, banks, it has grown into Asia recently, with 39 countries on its growth list. 

$Invesco QQQ Trust(QQQ)$$Meta Platforms, Inc.(FB)$is accounting for half of the losses now on NASDAQ/QQQ. Amazing. 

When your CEO's only corporate strategy for the company is BUY $BTC, then your company is not just a clown, it's the entire circus....