저자: 미상 · 외국인
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결론: 개인 투자자가 나마스테(NAMSTE) 10만주를 매도했고, AMD는 단기 상승 기대, 캐노피·Aurora 등 대마 종목은 저평가로 봄. AMD: 인텔 CPU 점유율 탈취, 중국 합작, 신제품 출시를 근거로 다음 실적 발표 전후 상승을 기대. 실적이 기대에 못 미쳐 하락하면 매수 기회로 본다고 함. 아마존 판매 데이터상 AMD가 인텔 점유율을 뺏고 있다고 주장. 특이 사례: 한 주식(20,000주, 38센트 매수)이 역분할 후 계좌 오류로 수익이 크게 보였으나 실제 수익이 아님을 밝힘. 대마 관련: 메트릴리프 시총 25억 달러, Aurora 시총 40억 달러 합산 약 65억 달러로 캐노피(72억 달러)보다 저평가로 판단. 캐노피·메트릴리프가 매우 저평가라고 주장. 현금 약 30만 달러 보유 중이라 추가 매수 여지를 언급. 역분할 설명: 역분할은 단기적으로 긍정적일 수 있으나 시가총액이 변하지 않으므로 기업 펀더멘털을 따로 확인해야 한다는 일반론을 제시. 나마스테: 1.45달러 부근에서 10만주 매도, 이후 2.36달러로 하락 중이라고 언급(매도 시점 가격 표기 혼선 있음). 매도 이유는 미국 매출 감소와 매출총이익률 22%로 낮은 점에 대한 실망. 자사주 매입으로 하락 방어 가능성 언급. 나스닥 상장 목적의 역분할 가능성 언급. 헴프고(Hemp Go) 시설 가동 지연(7월→9월)과 대마 업계 어려움 언급. 나마스테에 가치가 있고 큰 자금이 뒷받침한다고 믿으며, 주가가 크게 내리면 매수할 수 있다고 함.
다듬은 글
hey guys how's it going in today's video I'm gonna be talking about how I sold off a hundred thousand shares of NamUs day and the whole situation with nameste right now and why I did it but before I begin I want to talk about AMD Indies gonna be having the quarry part tomorrow I'm kind of bullish on the company due to the fact that the stealing Intel service market share they're stealing Intel CPU market share and they have the whole Chinese joint venture going on in China right now so those three factors and then on top of that they're launching a lot of new products they launched a lot of new products this year and they're gonna be launching a bunch of new products next quarter so that's the reason why I'm bullish on the company I do believe in AMD that did will do very well in the next quarter part so I can see the stock rising I don't only any shares of AMD but if the scenario it doesn't happen and AMD stock goes down instead of going up then it might be a buying opportunity depending on what it is but I'm definitely gonna cover it when the report comes out so stay tuned for that I guess I just want to give an update okay so this is the Amazon website Amazon is the biggest online market in the world so it's a good indicator to see how well they how well Amy's doing so technically right now AMD is definitely stealing a bunch of market share from Intel there because Intel only has one CPU in first place while AMD has a bunch of CPUs just behind them so they are stealing market share and doing pretty well so that's a good sign that the report might be good but it might not be so yeah I guess it is risky but you can make a lot of money if you buy before earnings report but then again you can also lose money too if the exact opposite happens but I'm more towards the bullish outside that's just me though so I saw I saw was interesting what happened today I woke up in the morning and I looked at my bank account and I thought I'd do a crop up for you guys so you guys can see for yourself but I bought ISO 20000 shares at 38 cents and I thought it like bounced up to like three hundred three dollars and like sixty-five cents in the morning but it did it what happened was there was a reverse stock split and my account wasn't registering correctly and it made it look like I made like $60,000 profit off of 20,000 shares man the potential in the stock market Hey but it wasn't the case and I just wanted to share with you guys this interesting event that happened to me in the morning next up is met relief so now I'm gonna be talking about why I sold it I sold a mistake because right now I see a buying opportunity in a royal metro leaf or canopy but I'm leaning towards more - what's abroad because if you combine met relief market cap which is 2.5 billion dollars and aurora's market cap which is a four billion dollars if you combine the two that's about six point five billion dollars while canopy is sitting at 7.2 so technically canopy is still like seven hundred million dollars more expensive than a royai medleys combined so I would consider a ROI on sale right now compared to canopy because I would consider the better company between image if I was if I was to compare a roar naturally with canopy I believe that Aurora naturally is the better competent to pee but you know you guys decide on what you think is the better by I think a royal in Canada and net release is the medibot if I see canopy's market cap reach below met relief and a royal combine and maybe I'll pick up some canopy but I believe that canopy and met relief right now are very undervalued you will see we'll see what happens tomorrow tomorrow the market will close it's gonna be very interesting day if it goes down any more I'm definitely picking some up because I maybe I'll pick up net relief instead of a ROI because I want to see what happens when the net released shares get converted into rushes so I might do that instead please give me your thoughts maybe I should just pick up canopy because I do I am sitting on a lot of cash right now I'm sitting on almost $300,000 in cash so I have money to be spending on stuff so please let me know what you guys think what I should buy maybe I should buy a smart cap stock give me your thoughts below when what and what I should do so here is a so I'm gonna be we're gonna be watching a video about a stock reverse split before I get into it so let's begin minimum share price requirements when this is the case companies can conduct a reverse stock split just as it sounds as the opposite of a stock split the company combines outstanding shares resulting in fewer shares at a higher price for example if a company has 40,000 shares outstanding at a price per share of $10 performing a 1/4 for reverse stock split will result in 10,000 shares worth $40 each if you owned 100 shares prior to the reverse split you would now own only 25 but the price per share will have a quadrupled and your total investment would still be worth $1,000 the company's market capitalization would still be $400,000 in general stock splits can be a beneficial move in the short term for both the company and investors as the increase in affordability may have a positive impact on trading activity as more investors are able to participate on the other hand investors should be cautious with reversed stock splits while a sudden increase in share price can indicate success growth and market demand the company may be creating this notion artificially when its market capitalisation hasn't actually changed as a result it is important to research the companies in which you choose to invest without relying on just one financial indicator for further help consider consulting a financial advisors to continue building your investments up so if you want advice you uh should contact an advisor I guess because I'm not an advisor and this videos not an advisor so yeah so I could be totally wrong on that video could be totally wrong but do your research I sold now I'm stay around a dollar 45 ish me I saw some at dollar 43 but I saw about 100,000 shares off and now it's declined $2 36 technically I could also camp nameste 2 because namaste is in a unique position because of the companies buy back shares this stock won't get shorted so right now I think the decline in stock prices just people selling off because they wanted to buy into something else I think this company has some kind of value so regardless I was really the reason why I kind of sold off because I was really disappointed in the American poet I understand that because of the United States because of the sales in the United States the revenue is a lot lower but I'm not disappointed on that I'm disappointed on on the gross margins it's so bad it's like it's like 22% like I don't like I don't see I don't like seeing low girls profits like III missed like I understand that you know the company they get their product from somewhere and then resell it on the online store but having a 22% gross margin it's it's really bad in my opinion and then they're also the administration expenses skyrocketed to so but then again the growing rate they're aggressively trying to grow the company gotta hire people they gotta you gotta pay people so that's where the administration expense comes in the sales expenses when they use like other services like Amazon and juice Amazon to sell stuff that's where the sales expense come in other expenses probably like traveling and and places like that so yeah but I listen I can understand this but I can't let this go this gross margin was really bad hopefully that improves but when like and their patience like only getting any money from their patients shouldn't that increase gross margins how about find if I shouldn't find if I increase the gross margin to me it kind of kind of makes no sense so I don't know maybe maybe hopefully it's better next quarter but to me the glowsticks I'm disappointing the gross expense but regardless maybe I would increase in the future maybe it's hard I think it's just really hard to run a business sometimes you know so anyways let's talk about the buyback [ __ ] oh the Nasdaq listing sorry so well I know what I honestly believe like short is not gonna show it the stock because namelessly buyback share so if the stock goes low enough names they could buy some shares and then it'll just pop the show back price back up to I don't know like a dollar fee because they have the ability to buy back shares anytime they want so if it goes to a dollar they can buy back shares and it can go it can make the stock go back to dollar 50 but I'm not too sure what's what's gonna happen but yeah I think what nameste really needs is time they need time to build up the company and though sometimes the stock market doesn't want to give them the time they lot there's a lot of impatient people and because they can use that money to buy to put it in a better investment or they can you know because I still believe that there's better investments out there than a mistake yeah so yeah okay I guess the Nasdaq listing I think this Nasdaq listing is important and there's a reason why they're doing a reverse stock split right now they want to do a reverse stock split it's because this because they want to get listed on the Nasdaq so if if they get proof of the Nasdaq if they can crease their share price I don't know I think I think they should I think they should take it technically you know management is the biggest shareholder in the company so one of the biggest shareholder in the company so technically they're gonna be the biggest deciding factor of if they want to do reverse stock split because they're gonna be losing the most money so we'll see what happens definitely namaste is very interesting company I would I really want to see them do well I honestly really want to see them do well because you know I liked it I liked it like there were thickness I like the way like how they have like YouTube channel to update shareholders and they're very like upfront with investors like this Cory who's always answering people's questions eat people emailing them all the time I just liked the way they talked to investors they get the update investors frequently through nama stays for 20 and then there are always consistently trying to find ways to make money partnerships increase their revenue I'm like I like all those factors but then again it's a business and a business is it's tough it's really tough it's not it's not easy to run a business like if you look at hemp co-write hemp go was supposed to set up the facility in July and now it's got too laid back to September and that July time Lee was already to be delayed by like a few months already because they were supposed to set up some time in like April or something but then it got pushed back to July and now it's getting pushed back to September so look look at hemp go hempkins having big problems and nameste ended and aurora is they're investing right so and that mistake is also having problems they're having bumps in the road so and this is what i believe so i mean if if nameste stock like goes massively down then maybe I'll pick up some shares because I always believe that nameste will have some kind of value and I think there's big money backing nameste there's some really rich people backing up namaste this is what I believe I could be totally wrong anyways give me a thoughts on what this whole ordeal is
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