@James_S2908@1000xStocks Breakdown the math behind that comment, makes no sense. You’re picking an established company that had a dying business model that now needs to make whole lot more money in a different space. That can take decades. Not a couple years. I’ll come back in 5-10 years.
@MoInvestingHQ The fact that this hasn’t bounced yet really tells a story. The valuation isn’t as interesting as somewhere else in the market. You haven’t picked wrong, you’ve just missed other opportunities that were much lower risk and better short-mid term returns.
@HolySmokas Addressing the SaaS pull back, returns are better else where for the next year at least, SaaS will likely recover properly in 2027, not because they’re under performing, because they’re slow burners relatively speaking. Someone with a 2+ year horizon will do very well.
@GirthyNomad@HolySmokas TSM will not see the margin expansion AMD see’s. I have no doubt they’ll smash revenue and go up loads in price but not all my boxes are ticked with TSM.
@HolySmokas@joecarlsonshow The buy/hold/sell signal is usually a direction indicator, usually driven by momentum. It doesn’t mean the stock is good or bad. Don’t get hung up on it.
@qualtrim $76 a share is just over fair value, plus q1 2022 it was 166B, today it is 325B. Even if you meant 2021 Q4 you’re still wrong as it was 267B. LMAO.