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The Few Bets That Matter
RT @WealthyReadings: Here are four names that could become opportunities. But not just yet.
$JD / $PDD - The Chinese e-coms will recover once domestic consumption rebounds. And it will as the government is now making it its #1 priority. When is the only question left, while at today's valuation, we're looking at tripple digit returns rapidly.
$TGT - As consumption slows and middle-income households come under pressure, those will trade-down to $TGT. Easier comps could make growth look materially stronger and push the stock higher.
$NVO - The Danish giant needs its next growth lever. Oral GLP-1 could be it, although we still need some data to confirm it.
$NFLX - The market continues to price execution risk post $WBD acquisition; as it assumes the deal is closed. Leverage can't be ignored despite management’s track record.
These four names have the potential to become opportunities. But until the data confirms the narrative, convictions are nothing more than isolated opinions.
Conviction turns into opportunity when data validates it. Until then, there is no money to be made.
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RT @WealthyReadings: Here are four names that could become opportunities. But not just yet.
$JD / $PDD - The Chinese e-coms will recover once domestic consumption rebounds. And it will as the government is now making it its #1 priority. When is the only question left, while at today's valuation, we're looking at tripple digit returns rapidly.
$TGT - As consumption slows and middle-income households come under pressure, those will trade-down to $TGT. Easier comps could make growth look materially stronger and push the stock higher.
$NVO - The Danish giant needs its next growth lever. Oral GLP-1 could be it, although we still need some data to confirm it.
$NFLX - The market continues to price execution risk post $WBD acquisition; as it assumes the deal is closed. Leverage can't be ignored despite management’s track record.
These four names have the potential to become opportunities. But until the data confirms the narrative, convictions are nothing more than isolated opinions.
Conviction turns into opportunity when data validates it. Until then, there is no money to be made.
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Illiquid
$goog
SEOUL, Jan 5 (Reuters) - Samsung Electronics plans to double this year the number of its mobile devices with AI features powered by Google's Gemini, its co-CEO said, which would give the U.S. firm an edge over rivals as the global race in artificial intelligence hots up.
The South Korean company, which had rolled out Gemini-backed AI features to about 400 million mobile products, including smartphones and tablets, by last year, plans to boost that figure to 800 million in 2026.
"We will apply AI to all products, all functions, and all services as quickly as possible," T M Roh told Reuters in his first interview since becoming Samsung Electronics (005930.KS), opens new tab co-CEO in November.
...
Roh expects the adoption of AI to accelerate, as Samsung's surveys on awareness of its Galaxy AI brand jumped to a level of 80% from about 30% in just one year.
https://t.co/zWMuTLB0xB
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$goog
SEOUL, Jan 5 (Reuters) - Samsung Electronics plans to double this year the number of its mobile devices with AI features powered by Google's Gemini, its co-CEO said, which would give the U.S. firm an edge over rivals as the global race in artificial intelligence hots up.
The South Korean company, which had rolled out Gemini-backed AI features to about 400 million mobile products, including smartphones and tablets, by last year, plans to boost that figure to 800 million in 2026.
"We will apply AI to all products, all functions, and all services as quickly as possible," T M Roh told Reuters in his first interview since becoming Samsung Electronics (005930.KS), opens new tab co-CEO in November.
...
Roh expects the adoption of AI to accelerate, as Samsung's surveys on awareness of its Galaxy AI brand jumped to a level of 80% from about 30% in just one year.
https://t.co/zWMuTLB0xB
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memenodes
…and just like that, nobody gave af about the Trump Elon beef anymore https://t.co/gsj1UIBCCt
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…and just like that, nobody gave af about the Trump Elon beef anymore https://t.co/gsj1UIBCCt
JUST IN: 🇺🇸 President Trump says "Elon Musk is "80% super genius, and 20% makes mistakes."
"But he's a good guy." https://t.co/r5q01p9Kpr tweet