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Hidden Value Gems
China has “almost crashed” the EV market with cheap alternatives to Tesla.

$NVDA is now cutting prices in China to compete with Huawei, according to Reuters. https://t.co/q8Og0lVYPq
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Hidden Value Gems
A daunting task for $BABA but definitely not priced in.

“Alibaba bets on AI to fuel cloud growth as it expands globally to catch up with U.S. tech giants”

🧵👇🏼

1/5 https://t.co/aKKVzCbuJj
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The Long Investor
Charts uploaded to our group over the last 24hrs:

$NIO
HSI
$PYPL
$YINN
SILVER
$HIMS
$BABA
$AMD
$BTC
$ETH
$AMZN
$GCT
$DKNG
$BIDU
$ONON
$SOXL
$DAL
$NVDA
$MRNA
$SNOW
$CLSK
$IWM
$INDA
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Hidden Value Gems
Remember the UK mid-caps!

"UK household energy bills are set to fall in the summer after energy regulator Ofgem said it would lower the price cap by 7%."

"Typical households pay £1,568 a year, compared with the current £1,690 a year."

"Average bills will have fallen 21% since July 2023, helping efforts to fight inflation. But they remain higher than before the energy crisis began, when the cap was typically below £1,100."
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Hidden Value Gems
A nice letter but delivery is key.

Will see…

Thanks @SeekingTheValue for flagging this!

''Letter from our Chairman and our CEO
May 23, 2024'' $BABA

https://t.co/C8EM8DOUMO
- Seeking The Value
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Antonio Linares
Versal Adaptive SOC Gen 2 is all you need to know about $AMD right now.

The concepts discussed in this excerpt from my $AMD deep dive are now materializing, yet this is only apparent to those that are not mesmerized with $NVDA's stock price. https://t.co/PhHVkC7lT7
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Hidden Value Gems
Warren Buffett keeps 99% of his net worth in just one stock, Charlie Munger was happy with three. Peter Lynch, on the other hand, used to hold a thousand stocks. So, how many stocks should you own?

This is just one of many questions I will be addressing this June. Sharing my experience, best tools that have helped me, and other useful resources.

Last few seats are still available. Join at a special price before 31 May. 👇
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The Long Investor
$ONON

$ONON we do like $ONON at TLI HQ.

My buy alert was sent out at $27.88, a completed Cup and Handle formation will mean a 100% return by August. https://t.co/j2yK5XNUvH
- The Long Investor
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Brandon Beylo
Some trailing 6M commodity returns:

• Copper: +27%

• Gold: +18%

• Silver: 29%

Me holding tin: https://t.co/yM8daVmr3R
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