Has Alibaba stock (BABA) got near term upside of 80%? That’s a new prediction from a DBS analyst with a decent record. We investigate in this episode, and also take a look at which super investors are invested in Alibaba. We also take a look at the latest Alibaba earnings, to see what...
Published 11/27/24
Could Tesla’s current profits get cut in half or more, and Tesla stock (TSLA) with it, with the new EV-related policies of the incoming Trump administration. At present, over 40% of Tesla's profit comes from selling regulatory credits, which could go away. The $7,500 EV tax credit is also likely...
Published 11/26/24
JJ reacts to an interview with Aswath Damodaran, “The Dean of Valuation” and NYU Stern School of Business professor of finance, who discusses the recent Nvidia earnings and valuation. Had “the AI trade:, as Professor Damodaran puts it, now overreached?
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Published 11/22/24