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TMENG88

The Market can stay irrational longer than you stay solvent. Volatility is life, just keep buying 🫡

    • TMENG88TMENG88
      ·12-07 14:19
      $Tesla Motors(TSLA)$  [Call]   🤖 The AI Investment Thesis: Why Tesla's Future is Beyond the Car ​My investment conviction in Tesla is fundamentally a bet on the triumph of its Artificial Intelligence (AI) strategy. The company is not an automaker with a tech division; it is an AI and robotics platform that leverages a car company for data and cash flow. My confidence in the future hinges on two multi-trillion-dollar assets: Full Self-Driving (FSD) and Optimus. ​Part 1: Full Self-Driving (FSD) – The Software Platform ​The FSD program is the lynchpin of the entire Tesla AI ecosystem. It is the engine that is generating the massive real-world data necessary to train the neural networks for all future auto
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    • TMENG88TMENG88
      ·09-29
      $Alibaba(BABA)$  BABA: A Value Bet on China? Alibaba (BABA) presents a classic value investing case: a high-quality business trading at a deep discount. The bull thesis is simple. BABA owns dominant e-commerce and cloud platforms in the world's second-largest economy, yet it trades at a bargain-bin valuation with a low P/E ratio and a fortress balance sheet full of cash. A sum-of-the-parts analysis suggests the market is valuing the whole company for less than its individual pieces. So, why the discount? The answer lies in significant risks: a lingering regulatory crackdown from the Chinese government, geopolitical tensions with the U.S., and a sluggish domestic economy. For value investors, the bet is that these tem
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    • TMENG88TMENG88
      ·07-31
      $Meta Platforms, Inc.(META)$  [Call]   The Lesson of Patience and Conviction In 2020, I invested in a company I believed in—my 4th-best-performing holding. Its fundamentals were strong, but when the storm hit in 2022, doubt crept in. The market turned bearish, sentiment soured, and even my own conviction wavered [Sigh]  I hesitated, missing the chance to dollar-cost average (DCA) when prices were low[Sigh]   Yet, time revealed the truth. The company's solid foundation carried it through the turbulence, rewarding those who held—or better yet, bought—when others feared [Serious]   The lesson? Fundamentals endure. Market sentiment is fickle, but a strong business weather
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    • TMENG88TMENG88
      ·07-23
      $Advanced Micro Devices(AMD)$ HODL [Call]  
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    • TMENG88TMENG88
      ·07-18
      $Coinbase Global, Inc.(COIN)$ , the leading U.S. cryptocurrency exchange, offers compelling reasons for long-term investors to consider it for their portfolios. Here’s why Coinbase could be a smart bet for the future. 1. Crypto Leader Coinbase serves millions, handling massive trading volumes. Its S&P 500 inclusion in May 2025 and Rosenblatt's $470 price target signal strong growth potential. 2. Innovation A $2.9 billion Deribit acquisition and the “everything app” with zero-fee trading and 4% Bitcoin rewards via Coinbase One Card drive expansion. Partnerships in Canada and new tokens in Germany boost global reach. 3. Stable Revenue Revenue from trading, subscriptions, and custody ensures stability, helping
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    • TMENG88TMENG88
      ·07-16
      Why Investing in Tesla is a Winning Bet for the Long Term $Tesla Motors(TSLA)$  is a powerhouse of innovation, making it an exciting choice for investors aiming for substantial long-term growth. From its dominance in electric vehicles (EVs) to its ventures in renewable energy and artificial intelligence (AI), Tesla offers compelling reasons to invest. Here's a concise look at the bright side of investing in Tesla. Teslas Unmatched Strengths 1. Global Leader in Electric Vehicles:  Tesla commands a 17% share of the global EV market in 2024, delivering 1.9 million vehicles. With EV adoption expected to soar to 60% of new car sales by 2040, Tesla’s brand loyalty, cutting-edge technology, and massive production capacity (via Gigafactories in
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    • TMENG88TMENG88
      ·01-14
      $Tesla Motors(TSLA)$  [Call]  [Evil] 

      Morgan Stanley Values Tesla at $800 per Share in Bull Case Scenario

      Tesla is set to make "great strides" in autonomous vehicle development over time, with an initial introduction of its unsupervised AV fleet in cities likely next year, Morgan Stanley said in a note e-mailed Monday.In October, the electric vehicle maker unveiled prototypes of a two-seat vehicle called "Cybercab" and a 20-person vehicle, "Robovan.". Morgan Stanley raised its price target on the company's stock to $430 from $400 following a review of Tesla mobility, or robotaxi, with the business seen contributing $90. The brokerage continues to see the EV maker's stock as a top pick.Morgan Stanley said its base case calls for 7.5 million vehicles in the Tesla mobility fleet by 2040 and revenue per passenger mile of $1.46. Alphabet's Waymo operates at $2.40 per mile, in line with Uber's US gross bookings, the brokerage said in a note to clients."As we look ahead to and beyond, we expect to see aperture further expand to broader domains, many of which are still not included in buy-sid
      Morgan Stanley Values Tesla at $800 per Share in Bull Case Scenario
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    • TMENG88TMENG88
      ·01-10
      $Tesla Motors(TSLA)$  Wow [Wow]  Love it!!! 

      煥新Model Y，儘管對比

      @特斯拉TESLA：
      特斯拉煥新Model Y，來了🎉 超高顏值：貫穿式漫反射尾燈，忍不住多看一眼👀 超強操控：4.3秒百公里加速，操控絲滑又順手 超長續航：開1000公里，只充1次電⚡️ 超級舒適：座椅通風+靜謐座艙+環繞式氛圍燈 超級智能：常常OTA，月月開“新車”🆕 安全滿配：超強車身結構+比人類安全10倍的輔助駕駛功能🛡️ 首發紀念：多處專屬徽章標識+2年免費延保 打造一輛真正的好車 每一分錢都該花在刀刃上 同物理極限死磕 只爲給消費者更好的產品和服務 全球數百萬車主共同選擇的Model Y✅ 一鍵煥新，爲你而來[你懂的]
      煥新Model Y，儘管對比
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    • TMENG88TMENG88
      ·01-04
      $Tesla Motors(TSLA)$  $Palantir Technologies Inc.(PLTR)$  $Meta Platforms, Inc.(META)$  $Coinbase Global, Inc.(COIN)$   Always remind myself that HODL'ING 💎👐💎 good companies and keep DCA is the best way [Cool]   Keep learning  [Bless]   to build conviction [Victory]   Times in the market [Call]   NOT timing the market  [Tongue]  
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    • TMENG88TMENG88
      ·2022-08-25
      $Tesla Motors(TSLA)$To the moon 🚀
      2.46KComment
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