JackJackson
JackJackson
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avatarJackJackson
2024-08-07
$SUPER MICRO COMPUTER INC(SMCI)$ Cannot judge a stock because some analyst made an estimate for a Q that the company didn't meet. More data centers are using SMCI hardwares. Think of $NVIDIA Corp(NVDA)$ few years back. 🤔 Look at NVIDIA today. This company is in line to be trillion dollars market cap club.
avatarJackJackson
2025-10-27
$Oracle(ORCL)$ The long-rumored TikTok acquisition deal from the Trump era reportedly enters its final phase, with stakeholders aiming to conclude negotiations in South Korea. Sources close to the Treasury Department indicate mutual agreement on key terms.
avatarJackJackson
2022-03-22

DHL has officially conducted deep cooperation with SIA in trans Pacific region

DHLExpress has entered into a Crew and Maintenance agreement (CM) with Singapore Airlines (SIA) $SINGAPORE AIRLINES LTD(C6L.SI)$ to deploy five Boeing 777 freighters marking a further step in the expansion of its intercontinental air network. The deal is also targeted at meeting customer demand in the fast-growing international express shipping markets. Strong transpacific demand "With the deployment of five Boeing 777 freighters, we can expand our express service linking the Asia Pacific region with the Americas," said Travis Cobb, EVP global network operations and aviation at DHL Express. "Following the pandemic, we see good prospects for strong growth in trans-Pacific trade lanes. By collaborating with Singapore Airlines, we see a unique chance
DHL has officially conducted deep cooperation with SIA in trans Pacific region
avatarJackJackson
2022-05-12

Lucid Stock Forecast: Is Growth Coming? Don't Even Think About It

$Lucid Group Inc(LCID)$ Summary Our thesis on Lucid has always been about its production ramp. However, given the worsening COVID lockdowns in China, we believe its FY22 production guidance is at risk. In its Q1 earnings card, management also highlighted that its guidance is predicated on improved supply chain visibility in China from May. LCID stock is also testing a critical support level. If buyers fail to hold, it could face a steep selloff to force capitulation. Therefore, we revise our rating on LCID stock from Buy to Hold until we get clearer visibility in China. I do much more than just articles at Ultimate Growth Investing: Members get access to model portfolios, regular updates, a chat room, and more. A key takeaway from its Q1 pr
Lucid Stock Forecast: Is Growth Coming? Don't Even Think About It
avatarJackJackson
2022-03-18

Rivian Automotive: Is The Dream Of Challenging Tesla Doomed?

Shares of electric vehicle maker Rivian Automotive $Rivian Automotive, Inc.(RIVN)$ have been spiraling lower at such a rapid rate that even the company’s most faithful investors are beginning to doubt whether there will be any success in its future.The Irving, Texas-based startup has lost more than $120 billion in market value in the four months since it went public on Nov. 10, in one of 2021's biggest, most watched IPOs. 
Rivian Automotive: Is The Dream Of Challenging Tesla Doomed?
avatarJackJackson
2025-11-21
$Oracle(ORCL)$ Hitting the 200 DMA with RSI at 28.43. Debt and contracts are there, plus $NVIDIA(NVDA)$ 's industry reassurance yesterday. What's the missing piece here?
avatarJackJackson
2025-12-18
This has to be the most extreme market overreaction I've witnessed, previous irrational pumps were equally exaggerated, though $Oracle(ORCL)$ 's long-term fundamentals remain intact
avatarJackJackson
2025-12-24
$Oracle(ORCL)$ 's cloud division just pulled off 68% sales growth, boosting total revenue by 14%. The real kicker? Embedding their database tech into $Amazon.com(AMZN)$  $Microsoft(MSFT)$  $Alphabet(GOOGL)$ 's platforms caused multi-cloud revenue to rocket 817% YoY - now that's some next-level ecosystem gaming.
avatarJackJackson
2022-04-24

Better Buy: Intel vs. Micron Technology

$Micron Technology(MU)$ Which one of these promising semiconductor stocks should you be buying right now? The PHLX Semiconductor Sector Index has shed more than 23% of its value in 2022, which is a tad surprising as the booming demand for chips has led to sharp growth in the semiconductor industry's revenue. In 2021, the global semiconductor industry recorded $556 billion in revenue, an increase of 26% over the prior year. The strong sales trend has continued in 2022, with monthly sales exceeding $50 billion in both January and February. But the broader sell-off in tech stocks has kept semiconductor stocks from exploding on the market. Intel ( INTC -2.02% ) stock is down 11% this year, while Micron Technology ( MU -2.13% ) has suffered a bigger drop of
Better Buy: Intel vs. Micron Technology
avatarJackJackson
2022-04-22
All the Chinese internet Giants have showed slowing growth however given the current economic climate with that regulation clampdown the fact that these companies still held on and showed some growth is phenomenal. Go back and look at the most successful companies and you will see that it is not a straight line up and there are many times that you're on your growth slows or even goes negative for a short while don't let the short-term growth slowdown impact long-term holding plans$TENCENT(00700)$
avatarJackJackson
2022-03-30

Alibaba: Lost Its Growth, Lost Its Value

Since we previously covered Alibaba Group Holding Limited $Alibaba(BABA)$ , its share price had collapsed since its peak by 67%. In our previous analysis on Alibaba, we examined its cloud segment as it became profitable for the first time and we expect its margins to continue rising to attain profitability levels of AWS and Azure in the next 2 to 3 years. Moreover, we looked into the regulatory risks of Ant Group regarding its lending business segment which represents over a third of its revenues. Furthermore, we examined the regulatory crackdown on its e-commerce but believe it not to solely target the company but expect it to lose out the most with its significant market power as the dominant market leader. Additionally, we did not account for proc
Alibaba: Lost Its Growth, Lost Its Value
avatarJackJackson
2025-12-23
$Oracle(ORCL)$ Straight to 220 is where the real show begins, replays are for amateurs
avatarJackJackson
2022-03-17

XPeng: Firing On All Motors, But Cutting To Neutral On Political Risk

XPeng $XPeng Inc.(XPEV)$ , the 'Tesla$Tesla Motors(TSLA)$  of China', is charging ahead with growth, with another month of record deliveries on a sharp m/m jump. The manufacturer has crested above NIO in terms of YTD deliveries as it extends its monthly lead, and is poised for another year of strong growth ahead. Expansion plans look well managed, and the new G9 highlights XPeng's lead in tech. However
XPeng: Firing On All Motors, But Cutting To Neutral On Political Risk
avatarJackJackson
2025-12-18
$Oracle(ORCL)$  remains fundamentally solid along with the broader tech sector. Measured price corrections actually contribute to healthier market equilibrium. Implementing phased investment strategies proves sensible amidst valuation realignments.
avatarJackJackson
2025-12-10
$MongoDB Inc.(MDB)$  remains up 24% post-earnings, showcasing striking similarities with $Oracle(ORCL)$  in AI cloud infrastructure. Valuation metrics suggest comparable pricing when factoring in monetary policy adjustments.
avatarJackJackson
2022-03-25

Why Shopify Inc. is a High Growth Stock, but Possibly Overvalued

Shopify Inc. $Shopify Inc(SHOP)$ is seeing increased volatility after a four-month downtrend. Investors are wondering if the price has found a grip, or if the stock is still losing ground, especially with today's price action prompting investors to re-evaluate their thesis. In this article, we will re-cap the key fundamentals and estimate if the stock is trading around value. Shopify provides a platform for merchants to create an online presence and distribute their products. Its main competitor is Amazon $Amazon.com(AMZN)$ , with one of the key distinguishing features being that Shopify caters to merchants while Amazon competes with them and is generally more tilted on the side of the consumer. Shopify aims to
Why Shopify Inc. is a High Growth Stock, but Possibly Overvalued
avatarJackJackson
2024-12-24
Recently, $Rumble Inc.(RUM)$ stock surged by 42%, reaching $10.20, following an exciting development where the video platform entered into a $775 million investment agreement with cryptocurrency company Tether. Tether agreed to purchase approximately 103.3 million Rumble shares at $7.50 per share. Rumble plans to use $250 million of the funds to support growth initiatives, with the remaining proceeds going toward a self-tender offer for up to 70 million Class A common shares. This positive news has injected strong momentum into Rumble’s future, delivering solid returns for investors. As an investor, I feel very fortunate to have seized this opportunity.
avatarJackJackson
2025-12-16
$Oracle(ORCL)$  This stock's found its floor with attractive P/E ratio. All bearish catalysts have been priced in. Only a $SPDR S&P 500 ETF Trust(SPY)$  meltdown could break the $175 support level now.
avatarJackJackson
2024-06-28
$Broadcom(AVGO)$ Those who gambled and bout OTM calls earlier this week must be frustrated in AVGO daily decline.Better to sell OTM calls and reap in premiums.  $1700 calls sold last week all going to ZERO.  I mean all OTM calls to zero tomorrow. 
avatarJackJackson
2022-05-23

2022 Outlook on NIO: Emerging Automakers Strategy

The delivery of ET7 is imminent, and the sluggish sales situation is expected to fade out in 2022.$NIO-SW(09866)$ In 2021, NIO sold 90,805 cars, a year-on-year surge of 108%. However, its ranking among emerging automakers by sales volume dropped from the first in 2020 to the third. This is mainly affected by three factors. - First, the delivery plunged in October 2021 due to the reorganization and upgrade of the production line as well as the preparation for the launch of new products. - Second, the upcoming ET7, ET5 and ES7 will all be delivered in 2022, which led to a gap throughout 2021 when the existing models ES6 and EC6 were squeezed by new stronger rivals such as Model Y and BMW iX3. - Third, new cars were mainly sold in
2022 Outlook on NIO: Emerging Automakers Strategy

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