Just like we get over the virus quickly, so will its economic effects only affect us temporarily. Thus a stimulus fueled V shape recovery will take place.
I made this chart some time ago for personal use but did not publish it. The bullish euphoria in Apple has reached a peak. Its amazing that apple has been able to persuade their mindless followers into shelling out 1000$ or more for an extremely overrated "ecosystem". I suspect Android phones will start to eat into apples high end sales now, as they have made...
The recent weakness presents an opportunity to go long one of the more reasonably priced names in fintech. I suspect the share is down on profit taking after an amazing run since 2016, where big investors are locking in profits. Near term pressure could prevail but corrections in the price should be limited as the growth potential is so great. It will be hard to...
The supply glut has been vastly overstated by bears. The thesis is that because of the cryptocurrency mining crash, the used graphic card market has been flooded with perfectly viable gtx 1070, gtx 1080 and gtx 1080ti. While this may be the case, the amount of people who shop for used GPUs is limited, most of these used gpus will never be sold before they fade...
Buyers should come in as ADYEN drops down to ipo range. People who missed the run to 700 will be delighted to see the stock back in the high 400 - low 500 range.
