Kinjal

    • KinjalKinjal
      ·04-04 12:09
      Here is a comprehensive breakdown for your post on AMD, formatted to be shared with investors or tech enthusiasts. Can AMD Trade at the $220 Mark? How Soon? As of early 2026, AMD is navigating a high-stakes transition a "PC-first" company to an AI and Data Center powerhouse. With the stock currently oscillating around the $195–$205 range after hitting highs of $267 earlier this year, the $220 mark is not just a target—it’s a critical technical and psychological floor that bulls are fighting to reclaim. 1. Overview: The Shift to "AI-First" AMD has successfully transformed its identity. While it once lived in the shadow of Intel and Nvidia, it is now the only company providing a "full-stack" challenge across CPUs (EPYC), GPUs (Instinct), and Adaptive Computing (Xilinx). * Market Sentiment: C
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    • KinjalKinjal
      ·2025-09-10
      Alibaba’s HK shares recently hit a near 4‑year high following improved outlook and the business-friendly tone from the government. President Xi met with Jack Ma and other top entrepreneurs, signaling official support for the private sector after a long regulatory crackdown. The meeting is viewed as a positive signal for business sentiment and could be a catalyst for further stock rally.  Alibaba announced a $140 million investment in a Chinese robotics startup, reinforcing its focus on advanced tech sectors. Alibaba’s cloud segment reported 26% growth, providing evidence of a recovery after prior weakness. On pullbacks are considered buying opportunities that should be the strategy. 
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    • KinjalKinjal
      ·2025-04-15
      $Palantir Technologies Inc.(PLTR)$ is good company to buy but PE is very high and RoE is very low. 
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