TiantongQ

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  • "Total political crap" - Tim Cook on claims Apple evades taxes  [View news story]
    agree with Cook
    Dec 20, 2015. 05:59 PM | 52 Likes Like |Link to Comment
  • Ambarella: A Buy Into Earnings With More Than 15% Upside  [View article]
    Way more than 15%, they plan to own the video chip business
    Dec 2, 2015. 02:21 AM | 6 Likes Like |Link to Comment
  • Vipshop -9.6%; three downgrades arrive following Q3 warning  [View news story]
    I'm a bull but waiting for the sentiment to turn, don't catch a falling knife, 3-4x upside from here
    Nov 16, 2015. 12:24 PM | 1 Like Like |Link to Comment
  • Apple unveils iPhone 6S/6S+ with 3D Touch sensors, A9 CPU, improved cameras  [View news story]
    Check the tech specs pages
    Sep 9, 2015. 08:59 PM | Likes Like |Link to Comment
  • Bitauto Holdings beats by $0.04, beats on revenue  [View news story]
    Why is this even down?
    Aug 6, 2015. 10:24 PM | Likes Like |Link to Comment
  • Sprint CEO: We'll have best or second-best network in two years  [View news story]
    YES. let it not be a duopoly
    May 27, 2015. 11:43 PM | 2 Likes Like |Link to Comment
  • Vipshop beats estimates, offers light guidance  [View news story]
    how is that light guidance?
    May 14, 2015. 12:37 PM | Likes Like |Link to Comment
  • Gilead Deal Shows Desire To Put Oncology At Centre Of Post-Hep C Strategy  [View article]
    did CELG get all the good cancer partnerships last year
    May 8, 2015. 12:15 PM | 3 Likes Like |Link to Comment
  • pSivida, Moore's Law, Pfizer, And The Next Regeneron  [View article]
    next REGN is AAVL, you can call it nanotech too because its gene therapy
    May 4, 2015. 11:31 AM | Likes Like |Link to Comment
  • Tesla Energy launches with a charge  [View news story]
    batteries dont do anything. they should buy one of those smart grid companies to become an IoT platform, if thats even possible from that side lol
    May 1, 2015. 01:23 AM | Likes Like |Link to Comment
  • Twitter Is Losing Its Credibility  [View article]
    what are you talking about, of course 1000% increase in tweets is notable
    Apr 30, 2015. 10:08 AM | Likes Like |Link to Comment
  • Twitter strikes Google ad deal after weak Q1  [View news story]
    I think it's SMS fast follow service instead
    Apr 28, 2015. 11:58 PM | Likes Like |Link to Comment
  • Apple: Betting Big On The Camera  [View article]
    3D display and dual lens variable aperture camera, just like the human eye!!
    Apr 22, 2015. 10:26 AM | 1 Like Like |Link to Comment
  • Morgan Stanley in for the long haul on Netflix  [View news story]
    uh... AAPL is worth over $1000 pre-split, just that most investors dont see the potential
    Apr 21, 2015. 10:43 AM | Likes Like |Link to Comment
  • Why Netflix's Insane Valuation Actually Makes Sense  [View article]
    Well, Netflix vs Amazon reminds me of Apple vs Samsung. The best people lead to products that have enormous ASP and margin edges over everyone else. HBO, Amazon, etc. are currently complementary products with different shows available, but originals should obsolete pre-data-driven shows and movies over time. If you use time spent on Netflix as a proxy for value potential, that's 2 hours per day, huge and comparable to Facebook. They just have to engineer the product to deliver a constant stream of value. (Also if they can use big data to modify short segments of shows for different audiences and place ads in their shows dynamically, that's a game changer)
    Apr 17, 2015. 11:44 AM | Likes Like |Link to Comment
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266 Comments
200 Likes