Creatix Blogger

January 30, 2025 Who would've known that these Chinese companies would outperform Trump and Musk? American President Donald Trump and his South African Special Assistant, Elon Musk, aim to revolutionize our country while hoping to enrich themselves boosting the shares of their publicly traded companies. We are long on the Trump Media & Technology Group (Ticker: DJT) and short on Tesla Inc. (Ticker TSLA). So far, we are losing money on both positions. DJT went down instead of up. Tesla went up instead of down.  DJT Stock. Down 11% in the last three months.  The Trump Media & Technology Group Corp. (Ticker: DJT) closed today (Jan 30, 2025) at $31.60. This represents a decrease of $19.91, or approximately 39%, from its intraday high of $51.51 on October 29, 2024. On October 30, 2024, DJT closed at $35.40. Today's price represents a decrease of $3.80, or approximately 11%, over the three-month period. TSLA Stock. Up 55% in the last three months.  Tesla's stock (TSLA) ...

January 29, 2025 Will Trump's policies create business opportunities?  President Trump's recent executive orders have introduced significant policy shifts, each presenting unique business opportunities across various sectors. Below are a few examples. 1. Rescission of Diversity, Equity, and Inclusion (DEI) Programs President Trump has mandated the dismantling of DEI initiatives within federal agencies. As federal DEI programs are curtailed, private companies may find a niche filling the gap. For sure some private companies will seek external consultants to guide them in how they should react, if at all, to the end of federal DEI programs. Should companies with ties to the federal government also eliminate DEI programs to avoid being blacklisted by the Trump administration? Should they stay the course on DEI knowing that for every action there is a reaction and that some people will defend DEI even more now? Should companies find a politically correct / socially responsible / co...

January 28, 2025 Will Crypto Lead to Trump's Third Impeachment? Cryptocurrencies are baseball cards on steroids. That comparison makes no sense but we thought it was fun to make it. President Trump is just beginning his second term and is already involved in controversial actions that may lead to his third impeachment. We are not referring to policy decisions and administrative actions. We are referring to potential financial scandals such as the President's involvement in deregulating the cryptocurrency industry, while launching his own crypto coin, $TRUMP.  Th $TRUMP Coin On January 17, 2025, days before the inauguration of the Second Coming of Our Lord Trump, the 78 year old MAGA patriarch introduced the $TRUMP crypto coin for collectors, benefactors, and speculators. The coin's initial price was about $6.50. The coin quickly surged in value, over 10x, reaching a peak price of approximately $75, for a Trumpian market capitalization exceeding $10 billion. The coin then lo...

January 27, 2025 Is NVIDIA a buy now? Not no, but hell no. NVIDIA dropped almost 17% today, closing at $118.58 per share. Don't be fooled by this drop and do not see it as a "buy the dip" opportunity. NVIDIA is still up 1,906% in 5 years. NVIDIA still has a super AI-inflated and overpriced market capitalization of $2.9 trillion with a 47 p/e ratio. Our NVIDIA Recommendation: Sell. Stay away from NVIDIA. It's a bubble. Whether it is now due to DeepSeek (as we predicted on Sunday before Monday's sell off) or later, NVIDIA will keep falling. After the dust settles, NVIDIA will have a market cap of about $1.33 trillion with shares selling for about $55. That sounds like an impossible heresy today. Mark this prediction to hold us accountable. Another company that is in high AI bubble territory and that is as overpriced as NVIDIA is Tesla. Tesla has lost 19% from its all time high, closing today at $397.15 (versus the intraday high of $488 on December 18, 2024). Tesla s...

January 27, 2025 Should AI robots replace illegal immigrants in the United States?  Trump promised to deport the estimated 11 million illegal immigrants working in the United States. That would require deporting about 7,500 people every day (7 days a week) for the next four years. So far, the administration has deported about 150 illegals per day, so it is falling short by 98% of its goal.  During Trump's first presidential term, his administration deported about 935,000 illegal immigrants. Biden's administration deported a slightly higher amount of about 950,000. No one knows for sure how many illegals entered the country in the past 8 years. Supposedly there are 11,000,000 illegals in the county minus the 1,000 or so deported by the Trump administration so far during the Second Coming of our Lord Trump.  It is hard to see how the Trump administration will be humanly able to pick up the pace to reach its deportation goal. Assuming that the administration succeeds, who wi...

January 27, 2025 Who should buy Tik Tok? Who will ultimately buy Tik Tok? Meta Platforms (Facebook) should buy Tik Tok. A group of Trump-led investors wil will ultimately buy Tik Tok's operations in the U.S. That is our prediction. We'll see what happens.  Will Elon Musk prove us wrong? Will Oracle and Microsoft close the deal? Do you really think MrBeast will be the new Tik Tok king. What about that Project Liberty crap? Any chances that Steven Mnuchin, Jared Kushner, and Saudi Arabia end up the long stick? What about the Trump Media & Technology Company?   Meta should buy Tik Tok US. Under the direction of greedy smarty pants, Mark Zuckerberg, Meta spent (invested) millions lobbying  the U.S. government to ban Tik Tok in the United States. The legal theory is that Tik Tok is a foreign-owned media company, which is true. The business case was that Mark Zuckerberg was terrified about the incredible popularity of the addictive video sharing social media phenomenon...

January 26, 2025 Will DeepSeek's R1 burst the AI bubble in the United States? DeepSeek, a Chinese artificial intelligence (AI) company, is gaining significant attention in the tech industry for its rapid advancements and innovative approaches. Below is a brief note about the company and its R1, an open source and incredible efficient large language model (LLM) that could dethrone ChatGPT, jeopardize NVIDIA's GPU reign, and even burst the AI bubble in the United States.  Founded in 2023 and headquartered in Hangzhou, Zhejiang, DeepSeek is dedicated to developing open-source LLMs. The company is solely funded by the Chinese hedge fund High-Flyer, which was established by Liang Wenfeng in 2016. High-Flyer is renowned for leveraging AI and algorithms in stock trading, and by 2021, it was exclusively using AI for trading, drawing comparisons to American hedge fund Renaissance Technologies.  On January 20, 2025, DeepSeek unveiled its latest AI model, R1, which has been lauded for it...

January 25, 2025 Are Telework and Remote Work Equalizers for Small Businesses? Absolutely. Telework offers balance, efficiency, sustainability, and talent (BEST) advantages for small business. There are also concerns as accountability, cohesion, and cybersecurity (ACC). When managed well, telework and remote work can give small businesses an edge over big employers. Big employers have for the most part killed telework and remote work. Big corporations began ordering return to work once the COVID pandemic was resolved. Big businesses want employees collocated, collaborating in person, with the hopes that interpersonal connections can spark lucrative creativity and innovation. The federal government is doing the same, but for other reasons.  President Trump has ordered the return to the office of all federal employees who were working from home during the Biden administration. Trump's executive order states wanting to stimulate the economy and avoid the national embarrassment of empt...

January 25, 2025 Should Warren Buffett buy Meta now? No. Too late. Buffett missed the Meta value train. Meta will continue rising for a while, enjoying the AI bubble and roller coaster ride. Our forecast at Creatix is that Mark Zuckerberg will become the wealthiest American billionaire later this year. AI is the gift that will keep giving for Meta and Mark. However, at its current record high price, Meta is no longer a bargain value buy for a value bargain investor like Warren Buffett.  Hindsight is 20/20. How did Warren Buffett miss the "easy" Meta opportunity? It is easy to see now that Buffett missed a very easy value investing opportunity with Meta in late 2022.  Buffett's Berkshire Hathaway should have bought Meta back when the stock went down almost 76% in November 2022 from a previous record high in September 2021. A 75% "clearance" sale on the leading social media company in the world was too glaring and obvious for Berkshire Hathaway to miss. What went ...

January 24, 2025 Why Tesla keeps going down? Tesla lost another 1.4% today. Tesla is already down 16% from its intraday all time high on December 18, 2024. Tesla's stock keeps deflating because the company is grossly overpriced. Tesla doubled in value after Trump won the elections because investors were caught up in a bubble spiral predicated on the wrong notion that Trump will help Musk continue to be the world's richest primate. Trump is not anybody's "bitch" and that's how he feels after seeing Musk's fortune double in less than 50 days just because Musk played the MAGA card and donated to the Trump campaign. The Trump Musk bromance will end in flames. The market is seeing the signs. Tesla will continue deflating.  That's how we see it at Creatix, the business intelligence (BI) matrix. At Creatix, the vision is clear: after AI comes BI. The mission is more difficult: to transform AI into BI. Intelligence is problem-solving ability. BI is commercial ...

January 23, 2025 Is Tesla's bubble deflating? Tesla's bubble is deflating. Tesla's stock (TSLA) has lost more than 15% in the last month. On December 18, 2024, Tesla reached an all-time intraday high of $488.54. Today, January 23, 2025, Tesla closed at $412.38 per share, which represents a whooping loss of 15.6% in value. This is a decrease of about $160 billion in market capitalization (from $1.45 trillion to $1.29 trillion) in about 35 days for an average loss of about $4.5 billion per day. Chances are that Tesla will continue deflating and losing value because it gained it from air or for nothing.  Tesla's Stock Bubble: A MAGA Fairy Tale With a Trumped End.  Tesla's MAGA Fairy Tale Bubble began on October 5, 2024 when Elon Musk made his inaugural appearance at a Trump rally in Butler, Pennsylvania. This was just one month before the election. The location was the site of an unsuccessful assassination attempt on Trump three months prior in July 2024.  During his s...

January 22, 2025 As of January 22, 2025, Trump Media & Technology Group (TMTG) (ticker DJT) presents a precarious investment profile. Despite a market capitalization nearing $9 billion, 53% belonging to the President of the United States himself, the company is a losing proposition. DJT is reporting minimal revenue on extremely anemic sales. DJT is currently unprofitable and is bleeding money in a spiral of increasing expenses and operational costs. In the third quarter, TMTG posted a net loss of $19.2 million on $1 million in sales. Let that sink in for a moment. DJT is spending $19 for every $1 of sales. It's impossible to make a profit that way.   DJT's stock's performance has been highly volatile because it is essentially a meme stock, trading on the overall sentiment in favor or against Trump and the speculation of whether he could use some insider information to game the system and turn DJT into a money maker front.  So far, the market is not favoring DJT. Follo...

January 22, 2025 Will AI eliminate jobs or create jobs?  That is a trick question because it should not be an "or" question. AI will both eliminate some jobs and create or generate new jobs. Everyone knows that. AI is old news by now. The AI financial bubble is still expanding, but it will burst sooner or later, maybe as soon as this summer 2025. AI is impressive, but as with everything else, the enthusiasm will fade over time.  Some people worry about losing their jobs to AI. To be sure, AI will eliminate many jobs, but will create far many more jobs directly and indirectly.  Think about cars, calculators, and computers just to name three examples.  Cars replaced horses and practically eliminated all horse-cart industry related jobs. For the most part you only see horse carts in tourism these days. However, look at the auto industry and the sheer amount of jobs that it created and that continues to create every day. Think about all the jobs in car manufacturing, car...

January 22, 2026, Can Trump's "Art of the Deal" turn the Panama Canal into the American Canal?    We doubt it. Trump can't even increase the share price of Trump Media & Technology Company (Ticker: DJT). It is unlikely that he will change the world or its current order.  For sure, President Trump says that he wants the Panama Canal back. It will take a diplomatic miracle to get it back. President Carter gave it to Panama. That was a huge mistake, but Congress ratified the treaty. Maybe Trump can use his Art of the Deal to make Panama give the canal back, but such a deal sounds almost impossible. Everyone has a price so we will need to learn what is Panama's price for the canal. Trump would have to make Panama some sort of offer that they can't refuse.   It costs us a lot of money and effort to build what should have been called the American Canal in Panama. In today's money, the cost of building the "American Canal in Panama" (the Panama Cana...