📈 Trading Journeyman | Documenting my ups and downs in the stock market. Here for growth, not giving advice. Follow my journey, and let's talk stocks! 🚀Joined November 2023
$ORCL Ellison sees AI transforming healthcare -- here’s how 👇
• $TEM -- Platform Powering Precision Medicine
• $PSNL – Decoding Genomes
• $RXRX -- AI-Driven Drug Discovery
• $SDGR -- AI-Driven Drug Design
• $ABCL -- The AI Hunter for Antibodies
My @business op-ed outlines a roadmap to deepen #Taiwan-#US trade ties, through expanded procurements & more. As new challenges bring new opportunities, we are committed to closer cooperation in manufacturing & innovation to further drive economic growth.
bloomberg.com/opinion/articl…
@CliffordAsness No gimp suit for me Cliff. If I were president, I would have started with a 90-day period for negotiations and then brought the hammer down.
By doing it President Trump’s way, the entire world and their citizens got to experience the visceral impact of what massive tariffs…
Taiwan does not seek retaliatory tariffs against the US. Instead, we’ll start talking from bilateral 'zero tariffs.' To ensure #Taiwan's competitiveness, we'll increase US imports & adopt other measures. Working together, we'll usher in a golden age of shared prosperity.
ROBOTICS IS CLOSER THAN YOU THINK
• $TSLA is leading with real-world humanoid AI
• $NVDA is fueling robotic intelligence
• $ISRG is transforming surgery with robotics
• $AMZN is automating logistics at scale
$AMZN IS NOW TRADING AT A LOWER VALUATION THAN $WMT 😳
• Amazon is growing their revenue 10% with 11% margins -- trading at 31x earnings
• Walmart is growing their revenue 4% with 3% margins -- trading at 33x earnings
Why have I been aggressively adding to $AMZN during this market pullback?
AWS is at a $120B run rate, growing ~20% YoY with 37% operating margins -- easily worth $2T alone.
At under $200, you’re getting Amazon’s e-commerce, ad-side & logistics robotics business for free.
THE FULL QUANTUM COMPUTING CHEAT SHEET
• $IONQ -- The leader in precision quantum computing, leveraging trapped-ion technology to deliver scalable, high-fidelity systems. IonQ is solving real-world problems today, enabling $AMZN & $MSFT to tackle challenges in logistics, AI &…
There are two things to amaze at this chart:
1) You can amaze at how high $NVDA revenue and income per employee.
2) You can amaze at how low these are for $AMZN.
It’s still a human business. It has 1.5 million employees compared to 30,000 of $NVDA.
This is why it’s betting…
Amazon’s stock ($AMZN) remains a powerhouse in the market, driven by a diverse portfolio of revenue streams that balance stability, growth, and profitability. From its e-commerce roots to cutting-edge cloud computing, each segment contributes uniquely to its financial ecosystem.…
$HOOD back below IPO price after consistently beating earning and ramping up international and retirement business..
Will the $33.25 post IPO support hold here or are we dropping below the 200 dma?
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