LOT
Lotus Technology Inc.
stock NASDAQ ADR

It's a stock that I've done research on...and will share my thoughts. First this is a Chinese company and foreigners should consider investing in an ADR to handle some of the tax and currency regulations. A popular ADR is BYDDY.
BYD is a cool company...basically they make electric cars that sells for 10k...a third less than a Telsa. They have been popular overseas but aren't really allowed to sell in the US because of tariffs and 'safety' concerns..if they did they would destroy the competition.
Regardless they are popular in other countries and in China. But concerning is strong growing internal competition within China (they're still the #1 producer though). Something to consider is they sell both pure electrics and hyrbids. Their pure evs are doing great...but their hybrid sales are declining precipitously. Right now sales is about 50/50 pure evs/hyrbids...but will skew hard to pure evs in the future.
A bullish case for BYD is their strong cash flows. BYDDY earns about 0.53 per share...but if you add back in depreication (a non-cash expense), they really "earn" about 1.54 a share.
A bearish case is that a LOT of countries are looking to scrap or nerf their ev tax subsidies.
Personally I like the company, but not enought to buy at the current price. I'm really concerned about their hyrbid division and the decline in tax credits.

I think when people talk about how it "goes down after great earnings," they haven't been paying attention to the stock.
There were valid reasons it didn't go UP 3 of the past 5 earnings. Their earnings were significantly worse.
For it to go UP... they'll have to be the blowout earnings... but this is the quarter Kress and Jensen have been pointing to sine the Blackwell delay in Q3 last year.

There are a LOT of Macro headwinds with the ENTIRE economy, but I think they'll beat expectations and guide.
The 500 BILLION in commitments through 2026 is... massive. That's just DC revenue. That should put them over 200B in NET revenue next year with two big Quarters this year.

So... the quarters it traded sideways are not similar to what this quarter PROJECTS to be.
That type of revenue, even at a low PE would justify a 7-10T market cap. So I think we'll see 210-215 EOY.

how many times will this meme be edited?
A LOT.

Fellow (ex)scientist here.
First be *very* clear what you want out of your investment in what timeframe. (No, "moar!" is not a plan.)
What you want to achieve will indicate what kind of risks you may have to take. The more you want out of your investment over and above just chucking it into some index fund the more risk you will have to take (and, of course, the more likely that you will lose your money, too. The stock market is *not* some automatic money making machine! Loss of your investment should be something you can stomach.)
The longer your timeframe and the lower your expectation the more likely you are to achieve your goals.
Check how resilient your finances are against some sudden financial need (medical emergency, sudden required rennovation of your home, smashed up car, loss of employment, whatever). If any of these would require you to pull money out of an investment in a short timeframe you're adding a LOT of risk - because those times may be when the market is down (particularly loss of employment can easily coincide with a weak economy).
Read: only invest money you can live reasonably securely without for a number of months (how many months depends on your risk tolerance. Some say 3. Others go substantially higher. Personally I opt for 12, but YMMV...possibly also with how well safety nets are developed in the country you're at)
If you invest in individual stocks do your research before throwing money at it. Company financials, addressable market, competition, (geo)political factors that can impact the company, ... anything and everything that can impact the company in a significant way should be on your radar. Take your time (days/weeks).
Formulate *measurable* exit conditions (positive as well as negative)*.* Periodically revisit and see if iyour thesis still holds or exit conditions have been met. (potentially adjust as new information invalidates parts of your thesis).

# 1,300 VIEWS & NOT ONE LIKE
# IT SAYS A LOT ABOUT THIS SUB
# _JOHNLGALT🦘
# I THINK I'LL STAY WITH SILVER (WHERE WE LOVE SILVER & FELLOW HARD MONEY FOLLOWERS)

now is a great time to buy as recently the prices were actually great… around $300-400AUD… i purchased many months before that at around 200aud… i’m about to buy more as im confident it’ll rise again (around end of year people tend to sell a lot of stocks etc so market fluctuates and dips) its been going up and down significantly for years now, just like it’s similar blockchain BTC. bitcoin has a halving every 4 years where price goes down A LOT before it spikes higher than ever… similar to sol. i’ve been waiting months for sol to go down in price so i can buy bulk lol

Yes for now benefits are good, we’re just hemorrhaging work. We lost a LOT of big contracts in the past couple years and by the start of next year we’re supposedly going to be done with Amazon stuff as well. Obviously I don’t know the details of our contract with Amazon but I can’t imagine giving it up completely is a good thing

Wow, that is ... makes more sense, but holy fuck like link to it or put it in caps? Because it literally sounded like they asked the designer something and it got lost in translation as "a piece of cloth" which just seemed hilarious (and on brand for a LOT of Japanese fashion/design stuff that gets translated to English poorly).

Finally hit a banger after a LOT of packs

2 hours is plenty of time for it to get a LOT worse.

The fact that they’ve been building for 11 months with zero team sells says a LOT. That alone gives me more confidence than 90% of new launches

Sorry, this probably won't go anywhere, but I KEEP hearing every time there's something that's NOT great news... like someone takes some profit from their shares in NVDA(the whole point)... or SoftBank sells nearly 23B in stock between NVDA \~5.9B, TMobile \~9B and among other investments(not the first time Softbank has sold all their NVDA, last time was 2019), but they did it to invest in OpenAI and the Stargate project(as well as other AI projects).

\-Michael Burry... he's been wrong so consistently since 2008.
His premise is that AMZN, META, MSFT, META(doesn't' say Oracle, but it's also Oracle)... he thinks they'll need to keep upgrading NVDA GPUs every 3 years. He thinks they'll only be useful for 3 years.

But the accounting for those companies says 4.5 to 6 years so they can claim the valuation and then depreciation.

Even if he's right, I'm still not sure how that hurts NVDA, but Burry can do whatever he wants.

An article that comes out and say "NVDA to miss earnings by 3B," THAT could be manipulation. Market Makers selling off ENMASSE, not a couple of sales and then one guy shorting.

David Tepper, a guy who got out of NVDA a few years ago... he just bought about 5X as many shares at Thiel sold. Thiel is also buying NVDA GPUs(or the companies he's heavily invested in are).

Thiel sold 100M, 570,000 shares of NVDA. He bought that in 2019. Do you realize how... shockingly easy it is to make it to 570,000 shares of NVDA when starting in 2019?
You bought 15,000 shares in 2019. For a billionaire, not that much money. That turned into 60,000 shares and then the last 10-1 split, that's 600,000 shares.

It's really not that much. It's a LOT less telling than David Tepper putting 1.5M shares in the last Quarter.
Also... this is all just suuuuch minor shit. It's a 4.7T market cap(4.6 whatever). We're worried about one guy selling 100M, Softbank selling 5.5B(when Jensen/Kress will sell billions a year like EVERY CEO/CFO does for a Trillion dollar company).

The good news. THIS is the Quarter since Blackwell was delayed, we've been waiting for. - Margins are supposed to be coming back up.
\-NVDA has 500B in committed sales for the next 12 months. That's JUST Blackwell.
\-Margins are projected to be back up this Quarter.

The "FUD," is pretty much there's massive uncertainty in the entire market. We're not going to get reliable jobs or CPI data, may not get any at all. A cut is not seeming less likely.
And then the "AI Bubble."

Earnings are Wed. Stop panicking about "manipulation" due to a couple of sales. I'm also guessing... there have been larger sales.
Fact is, 74% of hedge funds own this stock. When we see 55-56B in earnings and they guide for 63B, the AI "Bubble" fears should subside... for a few months.
End Rant-Just sick of seeing Michael F'in Burry, and Peter Thiel are "manipulating" the stock... by selling it.

Nokia owns Bell Labs… they crank out Nobel prize winners on the regular
Nokia with those engineers under there wing ain’t going anywhere, they literally develop the stuff we end up using every day without knowing.
Traffic light signals is a good example… from monitoring traffic, traffic analysis, to traffic signaling… Nokia makes stuff for a LOT of infrastructure world wide.

There ya go. I'm not gonna do it, but it makes sense.
There are a LOT of stocks that will go up more over the next 5 years than NVDA... by percentage obviously, not net value.

Not necessarily. Since Wall Street trades it now, there are a LOT of shorts that can be liquidated now since "everyone" knows it only goes down. Once a trade becomes crowded, that is when Wall Street likes to be contrarian and pull the rug. Short covering along could send it close to ath if the street decides to squeeze

OP, same boat, different seas it seems. First of all, if you actually understand everything there, well done!
I felt very overwhelmed when I started out because it is a LOT!
I also used Finviz, but found 1000xstocks to be more thorough with the data and heavy lifting.
Best place to start is a service like this to help break it down. After that, if you have time, fully read the 10q as another comment stated here.

Tried it and that too through multiple strategies. Won some but lost A LOT. In the end, lost all the returns I made over the years through long term investing.

you can tell a LOT of work went into this. most coins couldn’t even ship a website

You’re misremembering a LOT of things here, and also regurgitating other people’s summaries of what happened, which are also incorrect. Re-read the SEC report yourself with a clear mind.
Shorts could have covered/bought 100k shares every day for the last 5 years and easily closed their positions without moving the stock price. It would make zero sense to cover your short of 50M shares in a single day when the stock averages like 5-7M/day in volume.
The only stock that will squeeze is Newegg (NEGG). Literally negative float, high cost to borrow, and an insider is buying shares nonstop and is up to 20% ownership. That same insider also made a 9 figure fortune on GME in Jan 2021. Vladimir Galkin.

Howdy all. Happy Sunday :)
PROOF - https://imgur.com/a/cLfp8yn
Offers accepted on multiple items.
BIN it and Win it. First to BIN gets it. Otherwise I decide the order in which I respond to chats. And to be fair to others BIN means Buy It **Now**, so no dilly-dallying or or haggling.
If I make a mistake in my pricing I reserve the right to change it.
**[WTB][WTT] - I am looking for PAMP multigram lucky Dragon sheets. I would be happy to trade some snazzy premium gold (see bottom of post for possible trade items) or pay cash (may take a few days for me to move into cash). I could possibly get up to 4 sheets.**
/---------------------------
**GOLD**
**1x - 2022 1/10oz Gold Kookaburra in original Capsule**
* $515
* https://imgur.com/ysNZmSm
* https://imgur.com/EUeAPGN
**~~2x~~ 1x - 2020 PAMP Lunar Rat 1g Gold. Super low mintage. Hardest lunar series there is to collect! I am way below comps.**
* $529 each
* https://imgur.com/g1234NE
**~~2x~~ 1x - 250mg Metal Mark Green Death Frank Frazetta Limited Edition. Mintage of just 2000 and nearly sold out on Metal Mark site. They are asking $190 for it. Of course I got you. Comes with a COA and a Metal Mark Box (optional, it will add some shipping costs)**
* $130 each
* https://imgur.com/aXNO7S2
* https://imgur.com/8Xsjp23
* https://imgur.com/MaNLfpu
/---------------------------
**SILVER**
**~~14x~~ 10x - 1921 Morgan Silver Dollars. Random Grab. A buck back of melt**
* KITCO ASK MINUS $1 (cherry pick for spot)
* https://imgur.com/j9K8kaW
* https://imgur.com/hX4Sney
**~~2x~~ 1x - Johnson Matthey Big Sky Montana Rounds in original packaging**
* $65 each
* https://imgur.com/kkK2f7N
* https://imgur.com/u2qreGI
/---------------------------
**GOLD TRADE ITEMS**
I have the following items to use for trade for PAMP Good Luck Dragon Multigram sheets. I know some of you know how to do the Costco grind, but I am willing to trade some very rare and vintage gold, which would be a really good deal with your cash back cards. Many have little to no comps available and none for sale that I can find.
**If you are interested in buying any of the items below, please let me know in case I need to bring cash to the table for the grams.**
**1x - 2009 1oz Perth Gold Year of the Ox in original capsule. Lunar Series II 1oz seem impossible to find. I could not even find recent comps.**
* https://imgur.com/beSFrHb
* https://imgur.com/pfE9iAy
**1x - 2010 1oz Perth Gold Year of the Tiger in original capsule. Lunar Series II 1oz seem impossible to find. I could not even find recent comps.**
* https://imgur.com/Cv4uBxM
* https://imgur.com/hOwYEj8
**1x - Vintage Johnson Matthey 1/4oz Gold sealed in OGP. 4 digit serial.**
* https://imgur.com/FAyYlLH
* https://imgur.com/PuSNfh3
**1x - 1985 10g Vintage MTB Liberty, Credit Suisse sealed in OGP.**
* https://imgur.com/PdgLmAZ
* https://imgur.com/hl1GW4u
**1x - 1985 5g Vintage MTB Liberty, Credit Suisse sealed in OGP.**
* https://imgur.com/uQMLum5
* https://imgur.com/RjBkM51
**1x - CS LOT A - 5g Vintage Credit Suisse Bar in Blue printed OGP. Not easy to find these anywhere. Comps are not to be had in this package.**
* https://imgur.com/wH4z3iq
* https://imgur.com/hQFxA8N
**1x -CS LOT B - 5g Vintage Credit Suisse Bar in Blue printed OGP. Not easy to find these anywhere. Comps are not to be had in this package.**
* https://imgur.com/hQFxA8N
* https://imgur.com/aRApri4
**1x -CS LOT C - 5g Vintage Credit Suisse Bar sealed in OGP.**
* https://imgur.com/jlwVcbL
* https://imgur.com/1HbS31Z
/---------------------------
ALL ITEMS SIGMA VERIFIED
USA PAYMENT - Zelle, Venmo (NO NOTES), Paypal F&F, fiat cash, checks, money orders. Checks and Money orders need to fully clear first before I ship anything.
USA SHIPPING - $5-16. I pack and ship like I like to receive it. Nicely secured, padded, and no jingling. I hand deliver to post office for scanning and will provide tracking. On higher dollar sales I may require registered mail charged at cost.
RESPONSIBILITY - It ends when the package shows delivered in tracking. If you have a problem with porch pirates I recommend signature confirmation, which I can provide at cost. All items verified. I stand behind what I sell 100%.
SECURITY - All my proof pictures will contain my ZENPATHFINDER silver round name badge that u/UnresolvedEgo made. I love it. You should consider a name badge of your own if you sell. I am no dummy and any "mod" that says I am banned and they need my password to see my chats gets a nice teabagging pic and is reported. I will always use my custom name tag to provide proof via chat, just ask. I have 2FA on my account. LETS KEEP THIS SUB SAFE!