dhighstakes$Eli Lilly(LLY.US)
Many investors often wonder if there are good alternatives to the tech bubble. Eli Lily is such a brand. Very good moat and good product. It is likely to invent and patent more than its competitor due to good cashflow. Stay vested early!
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$Oracle(ORCL.US)
Oracle is the last SAP giant that has yet to wake up. Cash flow is tight due to capex but every other SaaS is spending as well. It is about keeping up with the competition. Get in now before results show!
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$Broadcom(AVGO.US)
Chips sector is heating up again! The trend is your friend and this ticker is showing strong upward momentum. Earnings call next month. Good time to sell puts and position for bargains or collect premiums!
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$NVIDIA(NVDA.US)
The correction last week was a good opportunity to load more.
Now Elon is also backing nvidia chips over the competition. AMD earnings also proves that there is still healthy demand in the chips sector!
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$Meta Platforms(META.US)
Testing major psychological support of $600. A major pivot to sell AI compute is a smart move butr will take time to execute. At the same time, their app ecosystem still deliver healthy revenue. I believe it will capture first mover market advantage here.
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$Corning(GLW.US)
good entry price amid market pullback. Earnings report today might provide another entry opportunity. Corning has a very good moat due to high entry barriers to this industry. The next breakout stars belong to those adjacent to AI such as infrastructure.
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$NVIDIA(NVDA.US)
Hyperscalers will report earnings this week and I believe there is still legs on this AI race. Google has reported earnings and they are not slowing their capex.
Once people know how to harness AI better the compute power will be the key differentiator among them all. Who gains? NVdia!
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$Intel(INTC.US)
As I mentioned before in previous posts before this, CEO Tan Lip Bu has a track record of turning businesses around. Now one can see the earnings are pouring in. Capex is not a negative spend if it leads to longer term revenue in my opinion.
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$Broadcom(AVGO.US)
Google’s earnings a few hours ago enforce the narrative that capex yields positive ROI.
I believe there is another year left before capex will slow down. Get in before it is too late!
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$Oracle(ORCL.US)
Stock remains beaten down due to capex concerns. However, capex is paid mostly by customer pockets. The revenue is also growing. Why should they be punished for tight cash flow when the business model is not broken?
I intend to hold with TP target $300!
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$Taiwan Semiconductor(TSM.US)
Rumour says orders may slow down in the next couple of quarters but it is not a complete pivot away from AI. Chips are still critical going into 2027 and maybe 2028. Will continue to track earnings calls from hyperscalers to determine next steps.
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$Meta Platforms(META.US)
Trending upwards after major pivot. I believe it is now entering a space with better prospects. CEO Mark is known to make difficult pivots. I believe selling AI computing power is far more profitable!
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$NVIDIA(NVDA.US)
Hardware still remains relevant. Investors are chasing the next sexier ticker in SaaS and space. Don’t be mistaken. Nvidia is still a power cashcow. On its way to $250.
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$Taiwan Semiconductor(TSM.US)
Record earnings will be posted time and time again. Compute power is the big constraint! Last night’s minor pullback is yet another chance to load up. Personal profit target is $500
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$Broadcom(AVGO.US)
Chipmakers are back in the spotlight! Apple and Broadcom’s partnership will be a good catalyst growth driver. Flip phones will be the future. Get in!
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$Oracle(ORCL.US)
Still a long way to recovery but still remains my preferred ticker with high potential RoI. Fairly understand that they are loading debt to pay for AI capex but capex is not free either ways. Let the management do their work.
Do not expect instant results!
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$Taiwan Semiconductor(TSM.US)
Adjacent to the other infrastructure plays like memory is the chips sector.
Given samsung reported over 1000% profit it just means there is no slowdown in capex yet. get in while it is still growing!
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$Broadcom(AVGO.US)CEO Hock has been going around making deals with big names like Apple and OpenAI. This pullback is healthy before the next leg up. The AI infrastructure spend is still growing per guidance from other chipmakers. Let time do the work!
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$Taiwan Semiconductor(TSM.US)
Chips pullback gives an opportunity to buy the dip.
At the $400 region is key support area.
The AI infrastructure is not yet at its peak given recent earnings and capex of AI related stock.
In a gold rush, buy the ones who sell the shovels!
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$Meta Platforms(META.US)
New revenue unlocked! Selling excess computing power is a much needed shift away. The implication is that capex may slow since they do not need so much capacity at this time. Pivot is a good move in a crowded market.
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$NVIDIA(NVDA.US)markets are rotating out to the sexier tickers but Nvidia remains a very profitable business. Sitting on very healthy cashflow. Major support remains in the 190-200 region.
Will accumulate more tonight.
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$Intel(INTC.US)
Fundamentally supported by government orchestrated deals as well as tactical hiring shifts by the experienced CEO Tan Lip Bu. This profit taking dip gives a window to buy in and be vested. The turnaround is only just starting.
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$Meta Platforms(META.US)#Trade Showcase
SaaS is selling hard as investors are getting impatient with the returns. Meta is still a solid cash cow with unchanged fundamentals.
I like the fact they are pivoting away from AI to strike a balance between manpower and AI. Good opportunity to load up.
$Meta Platforms(META.US)pivot away from AI and mass firing has brought this ticker down to a new low based on sentiments. However the fundamentals remain intact - it is a solid cow with strong cashflow. I remain vested and believe a target of $1000 by year end is possible, if the earnings beat start soon. #Trade Showcase
$Broadcom(AVGO.US)long term trendline still holding up. When a stock goes up it will have cyclical dips. Trust CEO Hock to strengthen their moat and take them to the next level. AI boom is not over yet with backlogs everywhere
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