- NYSE:PATH is uniquely positioned for robotics automation which could benefit from advances in Generative AI and with launch of smarter Machine Learning & AI models. - NYSE:PATH sits in the application layer which will provide companies to automate things with least friction while leveraging powerful models. - NYSE:PATH is badly beaten down. However,...
- Uber's capital-light business model has been a major boon to their growth and global expansion efforts, whereas robotaxi will be capital extensive. - The biggest worry regarding robotaxi implementation is the up-front capital required to get the required vehicle fleet on the road, and the years it may take to get the operations running efficiently. However, I...
- NYSE:NVO was one of the hottest stocks of 2024 is now facing immense challenges by other healthcare companies in weight loss drug. - With weak results, it sets up for disappointment for 1-2 quarters. Quick turnaround in experiments isn't feasible and would need considerable time to show promising results. - It's better to put it on watchlist, attend earning...
- NYSE:HIMS has shown tremendous growth in the past, currently it has a descending trend line as resistance. Once broken it will have a renewed momentum and could take the stock to 40+ range by post earning FY Q1 2025
- This bank has phenomenal growth, expanding TAM in latin america. - Numbers speaks for themselves, It's poised for success for rising middle class consumers in latin america. - Digital Banking will provide immense value in latin america where typical banks were the only way to do banking in the past.
- This has broken significant resistance of 1.46; This would create a havoc and fuel the run to test 1.6. - Let's see how upcoming few months goes! - Canadian parliament is suspended, elections will happen end of 2025. This implies USD can cause massive damage to canadian economy for next 3-6 months.
- We gotta see re-acceleration in growth and orders from NASDAQ:PEP to re-enter the growth trajectory. - Technicals look good but I suggest adding in increments + weekly spaced buying
- Anyone who wanna compound wealth tax free. Keep DCA'ing in NASDAQ:AMD for next 1-2 years to get rewarded handsomely. - This company is expected to ramp up in revenue for the next 5 years. We are in early stages of the AI and application are expected grow exponentially and will disrupt every domain you could think of. - Honestly, it's a gift to have ...
- Fundamentals are improving, people shorted it because they thought pandemic boosts virtual care but there will always be demand for virtual care & reference when it comes to getting medicine. - There's huge shortage of doctors and wait times at hospital is awful. - This stock is getting accumulated by whales. I believe longer the base, higher in space. PT 1:...
- NASDAQ:PDD has solid growth and temu is currently launching into new regions with TAM increasing with each entered zone. - Chinese equities are dirt cheap and have performed badly in last 4 years. Trump was seen as detrimental for chinese equities. However, I will play the devil's advocate here and say Trump will be good for China. If US wants to prosper...
- NASDAQ:AMD is one of the beaten down names. It's not too cheap at the current valuation but it's growth for upcoming 2-3 years are promising which deserves a higher multiple. - 25%+ growth rate when revenue is in billions is a big deal unlike NASDAQ:PLTR which has high 20s % growth rate on a revenue of 250 mil a quarter. - Technical supports strong...
- NASDAQ:MRNA most of the people are familiar with the vaccine stocks from pandemic fiasco. - This company is beaten down to the ground and has low market cap as compared to other biopharma stocks. - 2025 would be easier for merger and acquisition which will be good for moderna as it might get acquired by other biopharma companies to accelerate their...
- NASDAQ:MRNA had one of the worst year in 2024. However, cash position is underestimated and the market cap has gotten very low for a company which has proven it's excellence in manufacturing drug and research. - NASDAQ:MRNA is working on cancer prevention vaccines which might get approvals in 2026 which will be a huge propeller for the stock long term....
- For NYSE:NKE longs, they gotta feel 10-15% more downside for potential bottom. $63 is the 200 SMA on monthly scale where it could potentially bottom. - Ideally, NYSE:NKE has been losing market share to NYSE:ONON , deckers etc. On top of that there's zero innovation in the shoes and design. Premium price for Nike seems unjustified. - Fair value based on...
- NASDAQ:DLTR is a nice turn around story for 2025. It is showing great strength when the market is red. - Any fear around recession will skyrocket this stock. This is by far one of the best risk/reward setup which provide gains when the market is red or is going under correction of some sort. - It's a better buy than its peer NYSE:DG as headwinds for ...
- Lot of work required to break long term downtrend and continue the move up in 200+ - Medium term target before earnings around 150-155 - Solid earning will push the stock price to retest 175-185 range and potentially allow stock to trade above 200s. - Bad earning will move NYSE:SNOW to test the lower end of the trendline i.e low 100s and potentially double...
- Price is overextended and investors are treating NASDAQ:COST as the growth stock than a safe quality stock. Price/Earnings ratio is around 60 which his historical high on the other hand the company is growing single digits. - With wage growth stalling and with uncertain macro, it's unlikely that majority of people will stock groceries for a month in advanced....
- This stock has been beaten down as it failed to reach the masses. - However, the cars are impressive in terms of technology and looks. - Tesla model 3 & Y looks ugly in front of stylish Lucid motor's cars. - A big reason why Lucid might have a good run way to go higher is because of Saudi funding. They have invested billions in this company and would be...