TrinityAlex

TrinityAlex

30% uplift for a CEO change... that says quite a lot. What I think most people are missing is that for changing course of a semiconductor design, it takes at a minimum of 4-5 years. To catch up with someone that's already ahead (AMD), it takes around 6 to 10 years. AMD was playing catch-up with Intel for about 10 years (remember AMD Bulldozer?) Ever since the...

TrinityAlex

I don't know how many of you have been to Vietnam, or even the surrounding countries. There are quite a lot of Vinfast cars on the streets. In Ho Chi Minh, and Hanoi, the brand is ubiquitous, used both by many taxi drivers, and private owners (not just cars, but also saw quite a few electric scooters too). I really have no idea how Vietnam managed to develop the...

TrinityAlex

This is just my opinion here, but I think META will soon reverse course. Notwithstanding the analyst upgrades, right now to an average of 757.98, the way it accelerated on the upwards trend (~20%) over the past ~5 weeks just seems suspicious. Scratching the surface to see what the company is up to, there seem to be quite interesting developments. For example: At...

TrinityAlex

Following up on the previous analysis, this update takes a more technical approach, focusing on a shorter timeframe. As observed last week, the stock has entered a descending channel. Significant resistance was encountered around the $420 price level. Even though this resistance level was broken during the extended training hours, and may be a sign of things to...

TrinityAlex

History repeats itself. Tesla is getting overhyped without clear tangible reason. Robotaxis? Sure, maybe they will be launched next year, but how will the car charge itself? A bunch of logistics and legislation are not yet in place. The Cyber-Truck was a bit of a failure. At least two Chinese EV's are not only catching up, but overpassing it (Nio, BYD). The new...

TrinityAlex Updated 

Gold price is falling. Some people are selling their available gold for cash, pulling the price lower (some parts of the globe have the economic crisis in full swing). Notwithstanding that there is a cup and handle being produced on the 5Y chart, due to the amount injected by the FED, Gold price is anyway limited downward to about 1.3 times the price before the...

TrinityAlex Updated 

For a company that never had a profit, actually with increasing losses with time, SNAP has really gained a lot of stock uplift the past year. More than doubling in "value". Frankly, Snapchat is quite a nice app, nice to use some funny filters for a few minutes once in a while. But their revenue scheme needs an overhaul. If in their previous quarterly reports they...

TrinityAlex

This is just my thought, the world's fundamentals have changed. Cosmetics, Make-up and general beauty products utilization has decreased noticeably due to the pandemic. If people are wearing a mask, or working from home, they don't really use these types of products. Unless a vaccine appears soon, I think this stock will see a noticeable decline to around 250.

TrinityAlex Updated 

Tesls's next earnings date is Oct 21. I believe Tesla might have sold quite well in this period in China, but I am really doubtful about sales in the rest of the world. Some slightly bad recent publicity might also affect Q4 sales (roof blown off on the highway, suspension failures at high speed). The bottom line is that I really like this company, within one...

TrinityAlex

Yesterday AMD presented their new CPU's. All was practically in line with general expectations for a new generation of Ryzen processors (actually, somewhat better than expected, 19% better instead of 15%). At the end of their CPU presentation, they also showed a glimpse of their BigNavi card, together with some good benchmark numbers. Now their official reveal...

TrinityAlex Updated 

I was expecting AMD to rise much earlier, but external influences hammered down all tech stocks for the past two weeks. From what I can see, the downward channel that AMD was locked in, is now surpassed. It should now stabilize towards the 85 area where it had previously encountered resistance. Depending on the Big Navi leaks and expectations, the price should...

TrinityAlex Updated 

They practically can't do anything wrong, perfect positioning of the company considering the current times we're living in. There are just 20 days before their quarterly report, so you should keep an eye on this one, by my estimation, it will reach at least a 540 in this time-frame. It seems that I wasn't paying proper attention to this stock, and I missed a...

TrinityAlex Updated 

Right on the money with the previous predictions regarding TSLA. If nothing expected occurs, I think that we will now start to go towards the 450 range, in small gain and consolidation patterns.

TrinityAlex Updated 

As Tesla was a bit over-hyped these past few days because of the battery day. Reality seems to have set in quite hard. The strong sell-off on the 21st of september, at 16:30, was the main indication that battery day wouldn't have a good outcome. The people that bought in to that will probably be forced to close today at a loss, therefore I predict a further...

TrinityAlex Updated 

My previous analysis was spot on (there is always a bit of luck involved). Let's see if I can make a further prediction by developing the same idea. The catalyst is again the Tesla battery day on the 22nd. By this Thursday evening, I think a price of around 400 should be fair (depending on the unemployment numbers, and especially California status). This is the...

TrinityAlex Updated 

This company, after acquiring ARM, just got an incredible growth potential. This will most likely lead to game-changing technology in the very near future. I recommend keeping your eyes open for a drop, and buying at the first sign of a rebound - That's what I'm doing! (Wait until 17 Thursday evening, or maybe Friday morning before opening a position, for a...

TrinityAlex Updated 

I trust strongly that the FED will not let it drop. And even if it does, it will soon bounce back. AMD is such a strong company that next quarterly report will show that it took a significant chunk of Intel's server market share (just like it did with the consumer market previously).

TrinityAlex Updated 

Same as my idea for AMD. FED will not let the market fall. Plus even if it does, it won't be for long. TESLA is a great company, their battery day is just around the corner. Lots of good things will be announced (I think). At the moment there is no greater place to put your money but in stocks. If people take their money, where will they put it? The value of good...