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Michael Burry's 2nd biggest stock pick is crushing it in 2025

Finbold· 2025-01-20 14:07
Group 1 - Michael Burry has shifted his investment focus from the United States to China, achieving a 74.24% return last year due to a brief Chinese stimulus [2] - As of January 17, 2025, JD's stock has increased by 12.49%, closing at $39, contributing positively to Burry's portfolio [3][5] - Burry holds 500,000 shares of JD, with the value of his stake rising from approximately $17.12 million to about $19.25 million following the stock surge [4][5] Group 2 - Analyst support for JD has increased, with Jefferies raising its price target from $54 to $60, maintaining a 'Buy' rating, anticipating strong performance in the upcoming quarterly report [6] - Both JPMorgan and Citigroup have placed JD on positive catalyst watch, citing revenue growth expectations and the company's first-mover advantage in trade-in programs [7] - The overall Chinese stock market has been buoyed by the country meeting its 5% GDP growth target for 2024, contributing to the positive trading environment for JD [8]
2 Warren Buffett stocks to buy and hold forever
Finbold· 2025-01-20 13:42
Though Warren Buffett, the legendary ‘Oracle of Omaha,’ is known for playing the long game in the stock market and for advocating a ‘get rich slow’ approach, he is no stranger to rebalancing his holdings when there is a need or an opportunity.Late 2024 brought a major example of this as the famous investor dumped billions worth of Bank of America (NYSE: BAC) shares and purchased tens of millions of dollars worth of equity belonging to firms like VeriSign (NASDAQ: VRSN), Sirius XM (NASDAQ: SIRI), and Occiden ...
Why this AI software stock is offering a ‘compelling entry point' now
Finbold· 2025-01-20 12:00
Core Insights - Salesforce Inc. has experienced a pullback from its all-time high of $369 in December 2024, which analysts view as an attractive entry point for investors [1][3] - As of January 17, Salesforce shares were trading at $324.56, reflecting a 12.20% decline from its December peak [2] Analyst Upgrades and Price Targets - TD Cowen upgraded Salesforce stock to 'Buy' from 'Hold,' setting a price target of $400, citing a favorable IT survey and strong market interest in its AI platform, Agentforce [3][4] - Bank of America analyst assigned a price target of $440, recognizing Salesforce's leadership in AI-driven CRM solutions [6] - Needham & Co. reiterated a $400 price target, highlighting CEO Marc Benioff's focus on AI and the adoption of Agentforce [6] Growth Drivers and Market Position - Agentforce is expected to have a minimal revenue contribution in 2025 but will significantly impact remaining performance obligations (CRPO) in the second half of the year, setting the stage for revenue acceleration in 2026 [4] - Salesforce's Data Cloud serves 25% of Fortune 100 companies, including IBM, and is integral to the company's AI strategy [5] - In Q3 of the previous year, Salesforce closed 200 paid deals for Agentforce, surpassing 1,000 paid deals by December 2024, positioning the company for long-term value in the AI-powered CRM market [7]
AI predicts Nvidia stock price for February 1, 2025
Finbold· 2025-01-17 14:41
Nvidia Stock Performance and AI Predictions - Nvidia (NVDA) started 2025 strong with a record close of $149.43 on January 6 but has since corrected to $135.53, resulting in a mere 0.93% year-to-date (YTD) gain [1] - Finbold's AI forecast tool predicts an average 8.61% rally for NVDA shares to $147.20 by February 1, 2025, based on five AI models analyzing trade signals like RSI and SMA [4][6] - The most bullish prediction comes from ChatGPT-4o, forecasting a 14.96% rally to $155, while the most conservative estimate from Claude 3 Opus predicts a 6.43% rise to $143.50 [5][7] Challenges Facing Nvidia - Nvidia faces internal issues with 'glitchy AI chip racks,' causing delays in orders from major clients [9] - External challenges include the Biden administration's semiconductor export restrictions and potential supply chain disruptions from a possible Trump administration tariff war [9] AI Model Predictions - ChatGPT-4o and Grok 2 Vision predict a 7.54% rise to $145 by February 1, 2025 [5] - Claude 3.5 Sonnet estimates a 9.39% increase to $147.50 [5] - The average predicted price across all models is $147.20, representing a 9.17% upside [7]
iPhone sales fail badly in China; Will Apple stock take the hit?
Finbold· 2025-01-17 11:49
Apple (NASDAQ: AAPL) faced a challenging 2024 in China, with annual iPhone sales plummeting to their lowest levels since 2016.The slide comes after a report from Canalys, a market research firm, which revealed that the tech giant slipped to third place in the fiercely competitive Chinese smartphone market, overtaken by domestic players Vivo and Huawei. The company’s annual shipments fell by 17%, with a steep 25% year-over-year decline in the fourth quarter, despite aggressive promotional efforts. Apple one- ...
Wall Street sets AMD stock price target for the next 12 months
Finbold· 2025-01-16 14:46
The stock of Advanced Micro Devices (NASDAQ: AMD) has been on something of a roller coaster ride in recent months, having recorded both stellar rallies and staggering drops. Still, AMD shares have overall underperformed as they are, at their press time price of $119.95, 25.03% in the red in the last 12 months.AMD stock 12-month price chart. Source: FinboldSuch a situation is somewhat surprising given that the company is the second-most prominent player in the otherwise exceptionally strong semiconductor ind ...
Here's how much Meta stock could benefit from a TikTok ban
Finbold· 2025-01-16 10:44
Meta Platforms (NASDAQ: META) unleashed social media on the world — but one of the biggest success stories in tech had a rough start to the decade. Failure to adapt to new trends and large investments into the unprofitable Metaverse brought the price of a Meta share down to as low as just $90 in late 2022.As it turns out, news of Meta’s demise was both greatly exaggerated and premature, as it mounted an impressive recovery. Since the beginning of 2025, the price of Meta stock has increased by 4.52%. At pres ...
6 AI stocks Nvidia owns
Finbold· 2025-01-15 17:19
Leading chipmaker Nvidia (NASDAQ: NVDA) was one of 2024’s standout success stories — however, by the close of the year, the upward momentum thus far enjoyed by Nvidia stock seems to have petered out. On January 6, the stock had its worst trading day in 5 months — closing some 6.22% lower than it did a day earlier.Since the start of 2025, the price of an NVDA share has only increased by 0.15% — at press time, Nvidia stock was trading at $134.50. NVDA stock price year-to-date (YTD) chart. Source: FinboldAltho ...
AI picks two quantum computing stocks to buy in January
Finbold· 2025-01-15 14:56
Industry Overview - The quantum computing industry is emerging as a dynamic investment frontier, driven by increasing demand from commercial and government sectors [1] - Market forecasts predict quantum computing will grow from $1.16 billion in 2024 to $12.6 billion by 2032, indicating strong long-term investment potential [2] Company: IonQ - IonQ has established partnerships with major companies like Amazon and Microsoft, enhancing its position in cloud-based quantum technologies [3] - The company secured significant government contracts, including a $21.1 million project with the U.S. Air Force Research Lab and a previous $54.5 million deal [4] - IonQ's collaboration with AstraZeneca aims to develop quantum applications for drug discovery, showcasing its industrial application potential [5] - In its latest quarterly report, IonQ reported a 102% revenue increase to $12.4 million, exceeding Wall Street expectations, with a bullish outlook for profitability by 2030 and projected annual sales of $1 billion [5] - As of January 14, IonQ shares were trading at $29.51, down 42.16% from its all-time high of $51 and down 31% year-to-date, presenting an attractive entry point for long-term investors [6] Company: D-Wave Quantum - D-Wave Quantum is focusing on quantum annealing technology and expanding partnerships, positioning itself as an attractive investment opportunity [7] - The company announced a collaboration with Carahsoft Technology Corp. to provide quantum solutions to the U.S. public sector, enhancing its market reach [8] - International partnerships with NTT DOCOMO and Japan Tobacco aim to address network congestion and improve drug discovery, respectively, indicating D-Wave's relevance in real-world applications [9] - D-Wave reported fiscal 2024 bookings expected to exceed $23 million, a 120% increase from 2023, with Q4 bookings projected at $18 million, reflecting a 500% year-over-year growth [10] - As of January 14, D-Wave shares were trading at $4.73, following a 54% drop in five days, offering a potential entry point for long-term growth investors [11]
Nvidia is a ‘$10 trillion company in the making', says top investment strategist
Finbold· 2025-01-15 14:55
Nvidia's Market Potential - Nvidia could achieve a $10 trillion market cap due to its continued innovation and leadership in AI and emerging technologies [1][3] - The company is evolving beyond being just a "Gen AI accelerator" and is positioning itself as a leader in multiple high-growth sectors [1][3] Key Innovations Driving Growth - Nvidia's Omniverse platform enables real-time collaboration on 3D projects, supporting digital twins, autonomous vehicle simulations, and industrial digitalization [2] - CUDA Q allows quantum algorithm simulations on GPUs before deployment to physical QPUs, reinforcing Nvidia's role in quantum computing [3][4] Quantum Computing Advancements - Nvidia has announced its first-ever Quantum Day, scheduled for March 20 at the GTC 2025 event, to spotlight advancements in quantum computing [4] - Quantum computing advancements are expected to impact fields like drug discovery, materials science, and financial forecasting [5] Analyst Predictions - Saxo Bank estimates Nvidia could become the first $7 trillion company, potentially achieving this milestone in 2025 [6] - Tech analyst Beth Kindig suggests Nvidia could reach a $10 trillion valuation by 2030, while James Anderson envisions a $50 trillion market cap within the next decade [7] Stock Performance - Nvidia's stock recently experienced volatility, struggling to maintain a price above $150 [8] - As of press time, NVDA shares traded at $133, reflecting a drop of nearly 7% over the past five days, but rose 1.5% to $133.85 ahead of the market opening on January 15 [8] Path to $10 Trillion Valuation - Nvidia's path to a $10 trillion valuation depends on sustaining leadership in AI, driving innovation in emerging technologies, and outpacing growing competition [9]