Letters from Larry: U.S. and China Stock Selection

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DCF Modeling Analysis

DCF Model Updates: MSFT, AAPL, NVDA
Top 3 Names within QQQ ETF
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Larry Cheung, CFA
DCF Conclusion Study on Walmart (WMT)
Most important Retail name along with Costco in S&P 500
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Larry Cheung, CFA
AMAT Earnings Tomorrow (Key SOXX ETF Stock)
Intermediate-Term Outlook looks good for AMAT
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Larry Cheung, CFA
8/8 Daily Plan: Recovery Trajectory Now In Motion. This is a Massively Important Week.
Inflection Point Arriving (Discussed Below)
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Larry Cheung, CFA
DCF Conclusion Study on Lam Research (LRCX)
LRCX/AMAT Will Tell Me When Tech Is Ready to Bottom Out.
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Larry Cheung, CFA
7/30 Daily Plan: Big Tech Valuation Check-In Ahead of Earnings
Valuation Check-In
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Larry Cheung, CFA
DCF Conclusion Study on Applied Materials (AMAT)
AMAT is a Top 5 Stock within SOXX ETF and a big contributor for Nasdaq-100
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Larry Cheung, CFA
Micron (MU) DCF Conclusion Study
The King of Memory Likely Has Substantial LONG-TERM Upside. This is Not 0DTE.
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Larry Cheung, CFA
DCF Conclusion Study on Qualcomm (QCOM)
#3 Company within the Semiconductor SOXX ETF
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Larry Cheung, CFA
DCF Summary Table: QQQ ETF and Dow ETF Stocks
Summary Table of DCF Conclusion Studies
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Larry Cheung, CFA
DCF Conclusion Study on Amgen (AMGN)
Can Amgen be #3 in the market for Obesity Drugs?
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Larry Cheung, CFA
DCF Conclusion Study on Caterpillar (CAT)
#5 Company in the Dow
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Larry Cheung, CFA
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