Bitcoin: Halving Cycle Resumes, Backed By Fundamental Catalysts Summary Bitcoin's past 2 halving cycles suggest Bitcoin is technically in a bear market since May 2021. This is evident as Bitcoin followed through 3 out of 5 sequences of events in a typical bear market before being disrupted by the launch of NYSE Bitcoin Futures ETF. The recent stock market meltdown caused by inflation, tapering, and rate hikes served as a catalyst to push Bitcoin back into the bear market. The same halving cycle also suggests that Bitcoin will reach at least $100,000 in the next bull run in 2024; this technical observation is also backed by fundamental evidence. With the help of the halving cycle, we identified 3 critical support levels to dollar-cost average into Bitcoin: $30,000, $20,000 and $10,000.
I won't deny I'm getting nervous but I think there is a earnings surprise coming from Uber. On the upside. Uber bookings by market
TSP----->$18.50 lol. Well, if you liked it at $37 Stoney, it must be a steal down here. Big trucker shortage and all.
AI Value?- @$24.50<------------ C3.ai: 85% sell off Summary C3.ai has seen the stock rapidly fall over 85% since reaching an all-time high back in February 2021. Fundamentals continue to be solid though a combination of high short interest, high valuation, and rotation out of tech have caused a lot of frustration for holders. Recent contract announcements with Baker Hughes and the Department of Defense provides strong credibility to C3.ai. Valuation seems pretty attractive at just under 5x a conservative FY2023 revenue estimate.
I found this tiny battery recycler a ways back when doing work on another name. The Three Primary Reasons We Are Bullish On American Manganese Our favorite company for investing in the promising future of Lithium-ion battery recycling is American Manganese. We have chosen AMYZF as our way to play this mega-trend for three primary reasons: 1. The company's patented RecycLiCo™ method of Li-ion battery recycling offers the potential advantage of being able to take the current traditional lithium-ion battery supply chain platform and transform it into one, simple closed-loop process. Complex & Linear Battery Supply Chain AMYZF Investor Presentation 12/2021 American Manganese's patent portfolio, represents a formidable challenge to other companies, who are looking to compete with AMYZF. The patents create a global moat around the company's intellectual property. Most recently, in early November of 2021, the company received a Notice of Allowance from the Canadian patent office for approval of the company's proprietary RecycLiCo™ Lithium-ion battery recycling process. This Canadian patent now joins patents already issued in the United States,Korea,Japan and India. The company has also submitted applications, which are currently pending, for patent approval in China, the EU and Australia. It took a total of only 81 days from the initial filing date with the USPTO to approve AMYZF's patent application on June 5, 2019. We should note that American Manganese announced in May of last year that Dan McGroarty, a member of the company's Advisory Board, was appointed as one of only three private-sector members of the U.S. Department of Energy's Critical Materials Institute Advisory Board. 2. The RecycLiCo™ process offers the flexibility to adjust the ratio of cathode metals in the pregnant leach solution to the desired composition. Today's lithium-ion battery cathode chemistries typically contain less concentrations of cobalt and more nickel or manganese materials. This ratio does reflect the older cathode chemistries found in previous generation Lithium-ion batteries. The RecycLiCo™ process, offers the flexibility to adjust this concentration ratio of the leached metals in older batteries, thus allowing the direct up-cycling of older cathode chemistries, into today's more modern electric vehicle cathode chemistries. 3. Competing recycling technologies may require multiple, additional refining steps before they can produce cathode materials. These may include complex processing and purification steps, large consumption or reactants and energy, extensive liquid and waste production and low lithium recovery resulting in low-value and intermediate-grade products. A 10-yr Chart of AMYZF
Confluent upgraded to Buy at DA Davidson on improved valuation 07:36 CFLT DA Davidson analyst Rudy Kessinger upgraded Confluent to Buy from Neutral with a price target of $76, down from $83. The 38% pullback in the stock price has taken valuation to a "more reasonable and warranted" levels, the analyst tells investors in a research note, noting that the pullback presents an attractive buying opportunity. Confluent is the best-in-class ESP platform by a wide margin, Kessinger adds, stating that Fortune 500 customers continue to indicate that they will likely spend 30%-40% more per year with Confluent for years to come.
GBA CONTROVERSIAL CALL-- I THINK I'M GOING LONG AGAIN AFRM! Yes Your boy who went $60--> $140 is back for more I was thinking on this name yesterday after analyst included it on alist of payment stocks he was in favor of... IDEA #4-->Mizuho survey shows 'promising start' to Affirm checkout on Amazon 06:47 AFRM, AMZN Mizuho analyst Dan Dolev's proprietary survey shows "healthy appetite and a promising start" to the Affirm (AFRM) checkout option on Amazon (AMZN). The survey suggests that a significant portion of Affirm's users may have already tried checking out with Affirm on Amazon, potentially leading to "notable upside" to the company's volumes, says the analyst. Moreover, the survey highlights a "strong positive experience" on Amazon with a substantial majority of respondents expressing willingness to check out on Amazon using Affirm again, adds the analyst. He keeps a Buy rating on Affirm with a $100 price target, which was lowered from $140. Normally I'm reading that as an excuse to lower a PT// AFRM is a bit of a special case though....
American Homes 4 Rent price target raised to $44 from $42 at Mizuho 06:40 AMH Ahhhhhh how ironic Mr Mizuho we meet again. Like water flows downhill so does your reasoning. Bank OZK price target raised to $50 from $46 at Citi 06:19 OZK Citi analyst Arren Cyganovich raised the firm's price target on Bank OZK to $50 from $46 and keeps a Neutral rating on the shares. The analyst says the company's Q4 results were solid with a "healthy pipeline ahead across the board."