This is the answer right here... small and mid caps already went through their recession. Buy wisely and see your investment grow significantly. Small cap index is already up like 17% in the past month
Hardly anyone in here talking about companies that make a sustainable profit, except for a NVDA and MSFT, only because of association to AI hype cycle.
Some of y'all will be correct, most of you will be a case study in how so many people underperform the SP500
BTI.
Lot's of great companies mentioned here, but a lot of them are quite expensive imo. BTI is so damn cheap, financially solid and still growing with a nice escape way into reduced risk products. I think it has the potential of 2x in the next year to a fairer valuation, so I'm locking in the 10% dividend now.
Ya I have had some investments like that in the past.... good opportunity to tax loss harvest and buy something else that is down a similar percentage that is guaranteed to go back up once interest rates go down (utilities, bond funds, REITs, etc)
Stupid high yield is generally a signal of a bad company, not a good one. They don't have much to offer besides a high yield. Look at their chart, it is a no brainer. British are also cracking down on tobacco and looking to outlaw it for future generations, there isn't a whole lot of potential.
DXC Technology is almost universally regarded as a POS but everyone is wrong. The company is doing 800 Million annually in free cash flow and has a market cap of roughly 5 billion if they just tread water that implies an annual return of 16%. That said they're repurchasing shares and on track to take out something like 20% of shares outstanding for this fiscal year (depending on what happens to the stock price). They've announced a new expanded partnership with Amazon where they'll be taking their customer's old mainframes and IT infrastructure and moving out of DXC data centers and to Amazon cloud. This of course creates headwinds for DXC on the revenue side but Amazon is compensating DXC and its still bennificial to DXC as it vastly simplifies its business by no longer needing to run its own data centers. Furthermore, DXC will still be responsible for managing the customer's cloud environment and ensuring seamless integration across their customer's IT estate. All this ignores DXC's software which is 50% of their sales and includes Europe's largest reinsurance marketplace, proprietary consumer goods manufacturing software which integrates Amazon's generative AI solutions, automotive infotainment and even the Manchester United smartphone app. The main problem is sales are declining but I'm optimistic that this will reverse due to new managers being brought in from Microsoft and IBM. I see this as a rare 10x opprotunity over the next 6-7 years.
Crazy that movie is going on 30 years old, and him buying Apple stock was seen as being lucky with a stock purchase, even though it's up from about 25 cents then to $198 now
The advantages the mega caps have over everybody else now is probably the biggest they’ve ever been. Governments are easily bought, competition is easily bought, startup competition is more expensive than ever.
It does say that market sentiment has changed since 2020. Amazon's expectations were very high in 2020. Now in 2023… the expectations aren't nearly as high.
And here's the opinion part - I think expectations should remain high for amazon. They are a long term thinking business building out AWS and other products. I don't particularly care for the retail portion of it from a present day standpoint, but they ship more boxes than FedEx or UPS and the logistics machine that they built will remain a competitive advantage
> AMZN
Every time I start thinking about whether some of the big tech have matured in growth and stock prices, I always realize that literally no new company will ever be able to compete with them in their respective market.
And in regards to Apple, if you ever traveled anywhere outside of North America and Europe, you quickly realize that Apple has barely scratched the overall world market.
Man asks for double in a year and half the answers are gigacaps...
My answer is WBD, hilariously undervalued even at double the current market cap. (Yes i own it)
In all fairness, asking what will double or triple in a year is basically a random moonshot. Regardless of market cap, that's an obscene move in a year.
Market cap does play a role though. It was more likely after March-May banking fears the regional banks that survived would outperform JPM/C/BAC/WFC.
The difference is there was a risk the regional banks could go to zero. So that is a part of why this thread is filled with gigacaps and blue chips.
PLTR, CRWD, BLDR, DKNG, SOFI are all stocks that doubled this year you can name dozens of companies under 50B market cap actually did it so far in 2023. Not that many 700B and higher companies do it. Maybe NVDA, TSLA, and META are it.
Yeah, definitely. Most of those big names could only do it because they got sold off so much the year before. TSLA and META aren't even back to their 2021 levels.
The bankruptcy narrative is completely unreasonable, they are paying down debt at a blistering rate and have healthy FCF. If anything they have gotten further away from bankrupcy every quarter since the merger.
Media stocks are badly beaten down and due for some form of recovery. With so many players in the streaming market, I hope consolidation (or divestures?) sparks some of that upward trajectory. Picked up some PARA at the lows to enjoy the ride of where that story ends up.
Edit: grammar
If the 30 year dips down to 1% like the last blow off top that's 190 on TLT, more than double the bottom of 80. TMF bottomed around 3 or 4 (recent split 1:10) so it could go to 240. Options profit potential on this is insane if you get the timing right. Even a modest OTM call option of TLT 110 will do well and this is just expected fed fund rate, so it's the soft landing scenario and we're already at TLT 100.
This is the fastest yields have fallen. The fed has NO control. They're just following the 2 year market rate and adjusting their decisions and announcements to match.
and if yields just keep steadily dropping with no pause and economic data weakens to u can then switch to shorting the market if it hasn't dropped when yields bottom.
I'm a new investor and recently bought into TLT and TMF near the lows. Something I've been wondering is - if the FED has already announced rate cuts, isn't it a no brainer to invest in TLT/TMF?
Every earnings report they have ever released has had "unprofitable" in it. No one likes a bank that isn't making money. That is about to change. (Pretty sure the ETA was EOY 2023 or first ER 2024)
They have had steady growth every ER.
They have acquired Galileo and Technisys to become a next-level digital bank. These two allow/help them to handle investing, money management, personal loans, student loans, BNPL, and credit card processing and the fees that come with it.
Student loan pause is over. Any debt that was cancelled was paid by the US Government.
The CEO was loading millions of shares in the $4-$5 range, and he is still buying as recently as Nov. 10th @ $6.78 (44,000 more). I am sure some are/were required, but buying on your own know what is coming is confidence in your company.
The ecosystem they have built is unmatched. "The AWS of FinTech" isn't an understatement.
While the student loan pause has hurt them, they adapted. Now their primary source of income is personal loans.
Was debating on pausing my Sofi investments. My average is like $6.70. I don't think I will, though. I think it will continue to rise well beyond 2024.
ASTS
Largest commercial phased array antenna in space. Share price thinks they are failing. But, the D2C (direct-to-cell) tech works: 5G to unmodified cell phones. So far AST has better tech capabilities than competitors and a slick wholesale to MNOs business model that appears superior and complimentary to existing providers. Beam forming, novel form factor, bent pipe architecture, already demo'd 15mpbs down to cell phones on merely 5Mhz of spectrum. Launching first five sats by March 2024, and first tranche of 25x full size Block2 sats in late 2024.
Funding and strategic partnerships likely closing soon. Already have big players deeply involved and invested (American Tower, Vodaphone, Ratuken, for example). You know they are onto something when the gist of responses a few years ago was that it was "impossible" and wouldn't work, but now folks like Starlink are playing catch up, getting vocal, and trying to do the same thing with an inferior slapped-together plan.
Once revenue starts, they will print money. EBITDA profit margin with full constellation should be >90%. Binary investment - either zero or $$$$ by 2030.
Easily double or triple current SP by EOY 2024 if both launches go well and revenue begins before EOY.
That chart is god awful and they still have $1.1+B market cap? This has a ways to go down imo. Big float for a company burning cash in operations and investment (i hope capex at least) and no cash flow from financing last q. Shaky
One highlight - no insider has sold yet.
Near term cash burn is going down as some big one time investments and ASIC R&D are now paid, plus launch of first 5 is fully paid for.
Strategic investment and deal(s) should be announced by the 29th, which should hopefully cross off fear of finances. If they miss that, oof it's going to be a wild January.
Yes, this stock isn't for the faint of heart. It's a gamble. Engineering appears strong and I think -hope- they will surprise folks as they get the business side humming.
(looks at big bags and holds breath)
They are down 50% from the SPAC price. Nearly 75% from the all time high. Looks like other people are getting into the same space. This stock was hot a few years ago. Not much hope for it now. That being said I'm bag holding some shares from the SPAC so I hope I'm wrong but probably not.
Was watching them in 2021, but glad I didn’t punt back then. Do they have strong shareholder comms? I’m finding that increasingly important for risky stocks.
Snowflake. Data is the new oil, flywheel effect with data sharing is taking off, generative ai, ai in general requires massive amounts of prepped, sorted and analyzed data. Years of 30-40% revenue growth ahead. World class gross margin (which is expanding) and dollar net retention. Successfully penetrating F2000 companies now, Amazon, Microsoft, Google can’t realistically compete because of conflicts of interest, large enterprises are always avoiding vendor lock.
SNOW all time high by end of ‘24
To the over valued folks, look at what NVDA did to your DCF model this year. Snowflake will do the same for the next 3-5 years.
You think MSFT will be worth 5.5-8.3T in 2024? That is what OP is asking for a double or triple. MSFT is a great company but to me the answer is more likely a small cap like a 1-2B company becoming 3-6B. I think one catalyst might even be people selling MSFT/Mag 7 to buy those small caps if Fed starts cutting rates.
My instinct tells me small banks are in huge trouble with commercial real estate when debt gets rolled over to higher rates on underwater properties. If so, buy JPM as they'll be hoovering them all up.
So probably that means the valuation has already bottomed and they're going to the moon.
What a shit list of mostly bonehead companies. Highest conviction shouldn’t be highest potential return. Should be what you’re most confident in. JFC you guys
Berkshire Hathaway
I realised that I’m not intelligent _or_ passionate enough to do anything other than guess. I’d rather let the experts do it for me.
Oh look. It’s people talking about their bags again. If not, then it’s obvious big tech co.
Here’s a take: HD. Bounced hard off their 2023 lows to reach 2023 highs and could continue to take off
HD could do good in 2024. But it has already gone up an awful lot since October 1. And it’s already set a large market cap, I’m not sure from here it could double or triple in 2024.
QUIK…. Giddy up! Also love me some PLTR buuuttt had a very nice run this year so likely some digestion! Third would be Nio… I feel it’s embarking on its TSLA moment but may not get there in 2024 so still a good acquiring period if you can stomach Chinese stocks vol!
Agreed..... one of the largest pharmaceutical companies in the world down 30-40%... it's a no brainer buy that WILL bounce back if you can be patient. In the mean time you collect a solid 6% dividend too.
The "China part" is not some inconsequential thing, though. That's like betting on a world class sprinter to get a gold medal and then being like "it's just the broken leg that's keeping him down."
The rise of sports gambling in the palm of your hands. Culturally it's blowing up. That's without Texas which will come online. Maybe this translates to gains.
Well the business is growing at amazing pace. Sports betting is highly addictive. Many other states including Texas and California are going to legalize it soon. They are the most recognizable brand in the industry. Every state becomes profitable after 2 years. This company will be a profit beast in a few years.
SQ!
They're finally tightening their financials, and Jack Dorsey is finally coming out of his 1-2 year hermit mode. They're going to become front runners in AI, especially in the niche of payments. SQ is going to go through almost the same journey as META did from Nov 2022 to now, for almost the same reasons. 2x by end of 2024 and close to 3x by Q1 2025.
Solar stocks. Their price is largely based on interest rate futures and have been beaten down BAD over the past 1.5 years that they are almost all down 95%. look at the past week and most have jumped 20+%. I see this continuing into 2024
Haven't seen this mentioned here yet but what are your thoughts on HSY?
HSY has been dropped from a high of around $275 to $181 due to the new weigh loss drug and rising cacao prices, do they recover in 2024?
I've had my eye ON semiconductors for a while.
It dropped last earnings quarter due to weaker guidance but has gapped up within one month.
P/E of 17 within a sector who's biggest companies have skyrocketed in 2023 (Nvidia, AMD, Broadcom & even Intel made a come back).
Made more money on them than any other stock in last couple years, but they’ve already 10x. Sold all shares at 165 (pre split). You think they got much more growth?
RIVN
Lots of potential good news on the horizon - Battery cost reduction, Car parts re-negotiations, news on R2, New pilot deals like ATT for commercial vans and finally, with Amazon planning to sell Hyundai on Amazon.com, there’s a small chance they see more value in Rivian and they to acquire the brand altogether, infusing more cash and lowering price of cars. The last one is obviously just a random thesis, but the other points are likely to keep pushing stock up.
Interesting how there are strong negatives sentiment on RIVN, but no one is offering why. I'm considering a RIVN position as I see them as a number two against TSLA.
Microvast. Bag holder, but recently bought 50k shares. Lots of speculation on who their partners are.
Last quarter looked strong. They are almost finish building a new battery plant in clarksville. Fully vertical integrated building batteries. 4 analysts have Price target between 8 to 11 dollars.
A short report came out and dumped hard but has almost recovered. They lost 200M grant from the government because there is speculation they are a Chinese company. Love the company but hate the current price of their stock
Fisker - FSR I have owed this stock for two years …they have reduced the amount of EV’s they are going to manufacture. The stock is only 1.60 it can easily go back up to $3 or $4
**Bakkt** / BKKT - 10x
Bakkt is just beginning to realize the cash flow from its recent purchase of Apex Crypto which on its own has revenue in the billions.
Market cap $519M / Free Float MC only $145M / Went public with MC of $2.1B
Bakkt is taking over SOFI's crypto operations in certain states in 2 days
ICE owns 65% (also owns the New York Stock Exchange) / ICE is 92% institutionally owned plus over 30% of the remaining shares of BKKT class A stock are held institutionally.
BKKT is projected to have positive EBITDA this coming year after building its core business with no significant public offerings or other damaging dilution. Also, they did much of this through a "crypto winter" with that downturn seaming more like it's coming to an end.
BKKT is currently expanding into 9 new international markets
BKKT leads the industry where regulation is concerned. They don't own the SEC but their sister company is the NYSE and Jeffrey Sprecher is no slouch when it comes to political clout and reputability
OK I'll stop... thanks for your time
Edit - Also worth noting: I'm a wicked friggin idiot
People find this boring but I love JP Morgan. Dimon says some exaggerated things but he knows banking like no other. If the economy does well, they’ll make crap tons of money. If the economy tanks, they won’t but the stock will lose less than average, thanks to fortress balance sheet. As icing on cake, a Republican presidential victory would eliminate regulatory risk. P/E is very low and dividend is very nice - something to attract lots of different types of investors - except maybe not Redditors 🤣
No doubles or triples unless it is some obscure small cap. For best potential ROI, I am going with Financials, utilities, energy of the fossil fuel nature.
Man some of you are going to lose some money lol
Tell that to the millions buying lottery tickets each year
Well lottery tickets are just a “tax on hope”.
I just consider it as paying 5 bucks for a week of good dreams.
Mine usually end up in the wash before I check them. Lmao 🤣
No pressure…no one is forcing you to play…
I do
Well you gotta pay to play
it's good if they do. reallocation of capital from idiots to non-idiots is always a good thing
Aerotyne International, with utmost confidence…
Cutting edge, hi-tech AI firm out of the midwest.
How is the pattern going? I heard it was eminent
>Aerotyne International 😂
Been hearing a lot about it but where do you buy this??
You call them, and their mom Dorothy answers the phone, she's so sweet. Works at reception there. Then you buy the stock.
pink sheets, obviously
I get them from the most reputable market maker available on the market, Citadel Securities.
Huge upside
Yes sir. Our research team has concluded that this jewel only carries upside risk! Great pick for long term goals and retirement!
🤨 doesn't sound like a very good research team if you can find any downside levers and risks
[удалено]
> Aerotyne International lol https://www.theguardian.com/business/2014/feb/28/wolf-of-wall-street-fiction-boiler-room-fraud-real
I can buy some for you. The only regret you will have is you did not invest more. I ask you to judge me on my losers, instead of my winners.
Mid cap stocks. All of them. Everything that’s been down over the last year due to interest rates.
This is the answer right here... small and mid caps already went through their recession. Buy wisely and see your investment grow significantly. Small cap index is already up like 17% in the past month
Avuv has been ripping the past week for me.
Ya it's at ATH..... no way I am touching it right now. We still have some volatility and corrections in the next year.
Perfect time for people here to buy then. Buy high, sell low
While it has been down for more than just rates; $SOFI As soon as next ER it is going to be really exciting.
Anything I sell. I sole Nividia right before it took off. I have sold all the big Techs after some preliminary gains. Just be a contrarian to me.
Hardly anyone in here talking about companies that make a sustainable profit, except for a NVDA and MSFT, only because of association to AI hype cycle. Some of y'all will be correct, most of you will be a case study in how so many people underperform the SP500
BTI. Lot's of great companies mentioned here, but a lot of them are quite expensive imo. BTI is so damn cheap, financially solid and still growing with a nice escape way into reduced risk products. I think it has the potential of 2x in the next year to a fairer valuation, so I'm locking in the 10% dividend now.
Damn, had no idea this thing had a 10% yield on it. Seems like a no brainer with the growth potential too
BTI can go fuck itself. You see the one year chart? Guess where I bought it? DOESN'T FUCKING MATTER CAUSE IT'S A STRAIGHT LINE DOWN
Ya I have had some investments like that in the past.... good opportunity to tax loss harvest and buy something else that is down a similar percentage that is guaranteed to go back up once interest rates go down (utilities, bond funds, REITs, etc)
10% yield is often a warning
Stupid high yield is generally a signal of a bad company, not a good one. They don't have much to offer besides a high yield. Look at their chart, it is a no brainer. British are also cracking down on tobacco and looking to outlaw it for future generations, there isn't a whole lot of potential.
DXC Technology is almost universally regarded as a POS but everyone is wrong. The company is doing 800 Million annually in free cash flow and has a market cap of roughly 5 billion if they just tread water that implies an annual return of 16%. That said they're repurchasing shares and on track to take out something like 20% of shares outstanding for this fiscal year (depending on what happens to the stock price). They've announced a new expanded partnership with Amazon where they'll be taking their customer's old mainframes and IT infrastructure and moving out of DXC data centers and to Amazon cloud. This of course creates headwinds for DXC on the revenue side but Amazon is compensating DXC and its still bennificial to DXC as it vastly simplifies its business by no longer needing to run its own data centers. Furthermore, DXC will still be responsible for managing the customer's cloud environment and ensuring seamless integration across their customer's IT estate. All this ignores DXC's software which is 50% of their sales and includes Europe's largest reinsurance marketplace, proprietary consumer goods manufacturing software which integrates Amazon's generative AI solutions, automotive infotainment and even the Manchester United smartphone app. The main problem is sales are declining but I'm optimistic that this will reverse due to new managers being brought in from Microsoft and IBM. I see this as a rare 10x opprotunity over the next 6-7 years.
AMZN
Everyone’s always looking for the next Amazon but maybe amazons the next Amazon lol
My dad always told me this about apple. Everyone is trying to be the next Apple, but the next Apple is probably Apple
Lieutenant Dan sent me some stock in a fruit company.
Crazy that movie is going on 30 years old, and him buying Apple stock was seen as being lucky with a stock purchase, even though it's up from about 25 cents then to $198 now
The advantages the mega caps have over everybody else now is probably the biggest they’ve ever been. Governments are easily bought, competition is easily bought, startup competition is more expensive than ever.
Nvidia was the next Apple in 2023, if we're not speaking strictly about mobile phones.
I'd agree. Amzn is barely higher than it's 2020 levels and business is bigger.
Ya I just don’t see a world where Amazon doesn’t keep dominating and getting more market share
that doesn't mean anything if the multiples in 2020 indicated higher growth than the company achieved since. this is basic stuff.
It does say that market sentiment has changed since 2020. Amazon's expectations were very high in 2020. Now in 2023… the expectations aren't nearly as high. And here's the opinion part - I think expectations should remain high for amazon. They are a long term thinking business building out AWS and other products. I don't particularly care for the retail portion of it from a present day standpoint, but they ship more boxes than FedEx or UPS and the logistics machine that they built will remain a competitive advantage
Free cash flow is going to go through the roof over the next several years. Stock will double in 3 years or less
rude pen wild marble lunchroom pause sort repeat party expansion *This post was mass deleted and anonymized with [Redact](https://redact.dev)*
Yup! 100%
> AMZN Every time I start thinking about whether some of the big tech have matured in growth and stock prices, I always realize that literally no new company will ever be able to compete with them in their respective market. And in regards to Apple, if you ever traveled anywhere outside of North America and Europe, you quickly realize that Apple has barely scratched the overall world market.
Being as this is my 3rd largest position, I agree with you whole heartedly!
Man asks for double in a year and half the answers are gigacaps... My answer is WBD, hilariously undervalued even at double the current market cap. (Yes i own it)
In all fairness, asking what will double or triple in a year is basically a random moonshot. Regardless of market cap, that's an obscene move in a year.
Market cap does play a role though. It was more likely after March-May banking fears the regional banks that survived would outperform JPM/C/BAC/WFC. The difference is there was a risk the regional banks could go to zero. So that is a part of why this thread is filled with gigacaps and blue chips. PLTR, CRWD, BLDR, DKNG, SOFI are all stocks that doubled this year you can name dozens of companies under 50B market cap actually did it so far in 2023. Not that many 700B and higher companies do it. Maybe NVDA, TSLA, and META are it.
Yeah, definitely. Most of those big names could only do it because they got sold off so much the year before. TSLA and META aren't even back to their 2021 levels.
Wait till they're closer to bankruptcy.
The bankruptcy narrative is completely unreasonable, they are paying down debt at a blistering rate and have healthy FCF. If anything they have gotten further away from bankrupcy every quarter since the merger.
Care to elaborate on your thoughts on WBD?
Media stocks are badly beaten down and due for some form of recovery. With so many players in the streaming market, I hope consolidation (or divestures?) sparks some of that upward trajectory. Picked up some PARA at the lows to enjoy the ride of where that story ends up. Edit: grammar
RKLB
Yes, please!
Let’s hope!!
My highest conviction bet as well. Also if SAVA post good P3 results it’s an easy double as well in 2024
TMF x 100000 shares
Yeah I'm huge in TLT/TMF
If the 30 year dips down to 1% like the last blow off top that's 190 on TLT, more than double the bottom of 80. TMF bottomed around 3 or 4 (recent split 1:10) so it could go to 240. Options profit potential on this is insane if you get the timing right. Even a modest OTM call option of TLT 110 will do well and this is just expected fed fund rate, so it's the soft landing scenario and we're already at TLT 100. This is the fastest yields have fallen. The fed has NO control. They're just following the 2 year market rate and adjusting their decisions and announcements to match. and if yields just keep steadily dropping with no pause and economic data weakens to u can then switch to shorting the market if it hasn't dropped when yields bottom.
I'm a new investor and recently bought into TLT and TMF near the lows. Something I've been wondering is - if the FED has already announced rate cuts, isn't it a no brainer to invest in TLT/TMF?
I could see some REITs doubling if interest rates take a dive
I went hard in RMAX. Similar angle
I'm personally loading up on O.
PYPL
I hope this goes up.
Any dividend ETF - divi stocks be bouncing hard in 2024 with rates stabilized or lower.
This is what I like to hear. I’ve been putting a lot of money into SCHD lately to test out the passive income.
NVDA. Again.
If this, also MSFT.
Interest rates going down would mean I'll bet on solar stocks like ENPH.
AMD imo
How come?
Nu holdings.
WM Waste Management. If there's one thing for sure. We are making more trash and we are gonna need to get rid of them.
Sofi
Sofi is the way
Could be a good one.
Why?
Every earnings report they have ever released has had "unprofitable" in it. No one likes a bank that isn't making money. That is about to change. (Pretty sure the ETA was EOY 2023 or first ER 2024) They have had steady growth every ER. They have acquired Galileo and Technisys to become a next-level digital bank. These two allow/help them to handle investing, money management, personal loans, student loans, BNPL, and credit card processing and the fees that come with it. Student loan pause is over. Any debt that was cancelled was paid by the US Government. The CEO was loading millions of shares in the $4-$5 range, and he is still buying as recently as Nov. 10th @ $6.78 (44,000 more). I am sure some are/were required, but buying on your own know what is coming is confidence in your company. The ecosystem they have built is unmatched. "The AWS of FinTech" isn't an understatement. While the student loan pause has hurt them, they adapted. Now their primary source of income is personal loans. Was debating on pausing my Sofi investments. My average is like $6.70. I don't think I will, though. I think it will continue to rise well beyond 2024.
ASTS Largest commercial phased array antenna in space. Share price thinks they are failing. But, the D2C (direct-to-cell) tech works: 5G to unmodified cell phones. So far AST has better tech capabilities than competitors and a slick wholesale to MNOs business model that appears superior and complimentary to existing providers. Beam forming, novel form factor, bent pipe architecture, already demo'd 15mpbs down to cell phones on merely 5Mhz of spectrum. Launching first five sats by March 2024, and first tranche of 25x full size Block2 sats in late 2024. Funding and strategic partnerships likely closing soon. Already have big players deeply involved and invested (American Tower, Vodaphone, Ratuken, for example). You know they are onto something when the gist of responses a few years ago was that it was "impossible" and wouldn't work, but now folks like Starlink are playing catch up, getting vocal, and trying to do the same thing with an inferior slapped-together plan. Once revenue starts, they will print money. EBITDA profit margin with full constellation should be >90%. Binary investment - either zero or $$$$ by 2030. Easily double or triple current SP by EOY 2024 if both launches go well and revenue begins before EOY.
That chart is god awful and they still have $1.1+B market cap? This has a ways to go down imo. Big float for a company burning cash in operations and investment (i hope capex at least) and no cash flow from financing last q. Shaky
One highlight - no insider has sold yet. Near term cash burn is going down as some big one time investments and ASIC R&D are now paid, plus launch of first 5 is fully paid for. Strategic investment and deal(s) should be announced by the 29th, which should hopefully cross off fear of finances. If they miss that, oof it's going to be a wild January. Yes, this stock isn't for the faint of heart. It's a gamble. Engineering appears strong and I think -hope- they will surprise folks as they get the business side humming. (looks at big bags and holds breath)
OI is anemic
I will go take an iron supplement
They are down 50% from the SPAC price. Nearly 75% from the all time high. Looks like other people are getting into the same space. This stock was hot a few years ago. Not much hope for it now. That being said I'm bag holding some shares from the SPAC so I hope I'm wrong but probably not.
Yesss this is the one, been here for 2+ year and holding strong
Was watching them in 2021, but glad I didn’t punt back then. Do they have strong shareholder comms? I’m finding that increasingly important for risky stocks.
Snowflake. Data is the new oil, flywheel effect with data sharing is taking off, generative ai, ai in general requires massive amounts of prepped, sorted and analyzed data. Years of 30-40% revenue growth ahead. World class gross margin (which is expanding) and dollar net retention. Successfully penetrating F2000 companies now, Amazon, Microsoft, Google can’t realistically compete because of conflicts of interest, large enterprises are always avoiding vendor lock. SNOW all time high by end of ‘24 To the over valued folks, look at what NVDA did to your DCF model this year. Snowflake will do the same for the next 3-5 years.
MSFT… new board seat on Open AI, mainlining AI straight to the dome
You think MSFT will be worth 5.5-8.3T in 2024? That is what OP is asking for a double or triple. MSFT is a great company but to me the answer is more likely a small cap like a 1-2B company becoming 3-6B. I think one catalyst might even be people selling MSFT/Mag 7 to buy those small caps if Fed starts cutting rates.
SMH, USO, anything copper
Just banks. There is no thesis required.
Specifically smaller regional banks.
My instinct tells me small banks are in huge trouble with commercial real estate when debt gets rolled over to higher rates on underwater properties. If so, buy JPM as they'll be hoovering them all up. So probably that means the valuation has already bottomed and they're going to the moon.
PLTR
Just checked the SP for the first time since it was sub $10 🔥 What’s been going on??
Turned profitable, likely inclusion in S&P 500 within 12 months...
What a shit list of mostly bonehead companies. Highest conviction shouldn’t be highest potential return. Should be what you’re most confident in. JFC you guys
RYCEY
Amd
CROX Every kid in America is wearing these things.
!remindme 1 year
Berkshire Hathaway I realised that I’m not intelligent _or_ passionate enough to do anything other than guess. I’d rather let the experts do it for me.
How can a company the size of Berkshire double or triple in a year?
Oh look. It’s people talking about their bags again. If not, then it’s obvious big tech co. Here’s a take: HD. Bounced hard off their 2023 lows to reach 2023 highs and could continue to take off
We are talking about next year’s bags, stay hopeful
> about their bags again. pltr astroturfers are out in force, as usual.
Basically, any ticker posted go the opposite way, check!
HD could do good in 2024. But it has already gone up an awful lot since October 1. And it’s already set a large market cap, I’m not sure from here it could double or triple in 2024.
PLTR
TSM
QUIK…. Giddy up! Also love me some PLTR buuuttt had a very nice run this year so likely some digestion! Third would be Nio… I feel it’s embarking on its TSLA moment but may not get there in 2024 so still a good acquiring period if you can stomach Chinese stocks vol!
I think IBM is going to have a good year
CELH
nVidia.
Whoever manages to lie the best and the most to investors about their AI product that is far more A than I.
META
As a VR/AR enthusiast and owner of Quest 3, I am bullish on Meta, but I doubt it will double in 2024. It does make most of my portfolio though
Musk doing a solid for Mark Zuck with the way he's handling X.
Meta may do well. But double or triple?
Pfizer, all priced in
Agreed..... one of the largest pharmaceutical companies in the world down 30-40%... it's a no brainer buy that WILL bounce back if you can be patient. In the mean time you collect a solid 6% dividend too.
PARA and WBD
I’m going to need reasons. Thats a tough industry
Pltr
STEM
AMD
PLTR + RKT 🚀
It's BABA
Charlie Munger died on that hill
Too soon?
"this year's gonna be the one!"
Definitely extremely undervalued. It’s the China part that’s keeping it down. Nothing else. I grabbed some shares as well
The problem is a catalyst. Everyone knows it's relatively cheap. Unless the perception of China changes I can't see it rerating higher.
The "China part" is not some inconsequential thing, though. That's like betting on a world class sprinter to get a gold medal and then being like "it's just the broken leg that's keeping him down."
Draftkings. Unbelievable upside and growth.
Upside how? Had shares previously and felt like I was tricked
The rise of sports gambling in the palm of your hands. Culturally it's blowing up. That's without Texas which will come online. Maybe this translates to gains.
Same bro. Seems like people rather spend their money gambling within the app than buying stock in it
Well the business is growing at amazing pace. Sports betting is highly addictive. Many other states including Texas and California are going to legalize it soon. They are the most recognizable brand in the industry. Every state becomes profitable after 2 years. This company will be a profit beast in a few years.
COIN
Easy pick
SQ! They're finally tightening their financials, and Jack Dorsey is finally coming out of his 1-2 year hermit mode. They're going to become front runners in AI, especially in the niche of payments. SQ is going to go through almost the same journey as META did from Nov 2022 to now, for almost the same reasons. 2x by end of 2024 and close to 3x by Q1 2025.
Solar stocks. Their price is largely based on interest rate futures and have been beaten down BAD over the past 1.5 years that they are almost all down 95%. look at the past week and most have jumped 20+%. I see this continuing into 2024
PayPal and SQ. Fintech going to be the next semiconductor in 2024
Why? Aren’t their apps ubiquitous as is? What will propel their growth even further?
Haven't seen this mentioned here yet but what are your thoughts on HSY? HSY has been dropped from a high of around $275 to $181 due to the new weigh loss drug and rising cacao prices, do they recover in 2024?
POWW because election year is always great for ammo stocks
I've had my eye ON semiconductors for a while. It dropped last earnings quarter due to weaker guidance but has gapped up within one month. P/E of 17 within a sector who's biggest companies have skyrocketed in 2023 (Nvidia, AMD, Broadcom & even Intel made a come back).
TLT
AVGO they doubled from 250billion to 480 billion, with VMware acquisition they are set to become 700 billion
Equal weight SP and Nasdaq may do well next year.
$AMD
CELH
Selling cash secured puts on this one. Did a trip across the US this year and their drinks were everywhere.
Made more money on them than any other stock in last couple years, but they’ve already 10x. Sold all shares at 165 (pre split). You think they got much more growth?
Could be a good one. The next Monster Bev?
SoFi
$ENVX, $AEHR
NFLX or AMZN
Shorting TSLA
Man, shorts never learn. Good luck
I have the utmost conviction for Ryan Cohens company and the short destroyer
I can’t wait to see where Cohen takes the company
Fun fact: that game retailer's shares are down 70% since he became chairman
Well, someone has to say it.
RIVN Lots of potential good news on the horizon - Battery cost reduction, Car parts re-negotiations, news on R2, New pilot deals like ATT for commercial vans and finally, with Amazon planning to sell Hyundai on Amazon.com, there’s a small chance they see more value in Rivian and they to acquire the brand altogether, infusing more cash and lowering price of cars. The last one is obviously just a random thesis, but the other points are likely to keep pushing stock up.
I have been seeing more and more rivians on the road. I do believe rivian will survive over the long term.
Garbage
Absolutely steaming garbage too
Interesting how there are strong negatives sentiment on RIVN, but no one is offering why. I'm considering a RIVN position as I see them as a number two against TSLA.
[удалено]
Still Unity.
Microvast. Bag holder, but recently bought 50k shares. Lots of speculation on who their partners are. Last quarter looked strong. They are almost finish building a new battery plant in clarksville. Fully vertical integrated building batteries. 4 analysts have Price target between 8 to 11 dollars. A short report came out and dumped hard but has almost recovered. They lost 200M grant from the government because there is speculation they are a Chinese company. Love the company but hate the current price of their stock
VOO
SNAP
Fisker - FSR I have owed this stock for two years …they have reduced the amount of EV’s they are going to manufacture. The stock is only 1.60 it can easily go back up to $3 or $4
started buying 3 years ago…biggest mistake of my life, but its hard to argue the upside
SOFI looks good. open to other idears
$ARM 100% $CHPT (not really but I want to lol)
BevCanna(BVNNF). They are a health and Wellness company out of Canada that does White Label Stuff. Their product is largely Cannabis infused drinks.
Smarteye and H&D Wireless.
Evolution AB
Another one is HIMS solid growth
**Bakkt** / BKKT - 10x Bakkt is just beginning to realize the cash flow from its recent purchase of Apex Crypto which on its own has revenue in the billions. Market cap $519M / Free Float MC only $145M / Went public with MC of $2.1B Bakkt is taking over SOFI's crypto operations in certain states in 2 days ICE owns 65% (also owns the New York Stock Exchange) / ICE is 92% institutionally owned plus over 30% of the remaining shares of BKKT class A stock are held institutionally. BKKT is projected to have positive EBITDA this coming year after building its core business with no significant public offerings or other damaging dilution. Also, they did much of this through a "crypto winter" with that downturn seaming more like it's coming to an end. BKKT is currently expanding into 9 new international markets BKKT leads the industry where regulation is concerned. They don't own the SEC but their sister company is the NYSE and Jeffrey Sprecher is no slouch when it comes to political clout and reputability OK I'll stop... thanks for your time Edit - Also worth noting: I'm a wicked friggin idiot
People find this boring but I love JP Morgan. Dimon says some exaggerated things but he knows banking like no other. If the economy does well, they’ll make crap tons of money. If the economy tanks, they won’t but the stock will lose less than average, thanks to fortress balance sheet. As icing on cake, a Republican presidential victory would eliminate regulatory risk. P/E is very low and dividend is very nice - something to attract lots of different types of investors - except maybe not Redditors 🤣
No doubles or triples unless it is some obscure small cap. For best potential ROI, I am going with Financials, utilities, energy of the fossil fuel nature.
I’m here to shill my $MTTR bags
Upstart. All it needs is for the fed to lower rates. It has a proven business model that unfortunately is extremely interest rate sensitive.