Victor Dergunov

Avon

Contributing Partner and Writer at Seeking Alpha

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Articles

Moving Markets: Progress On China Trade

4 days ago | seekingalpha.com | Victor Dergunov

May 12, 2025 9:27 AM ET, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , SummaryTrade tensions between the U.S. and China are detrimental to everyone, highlighting the need for a solid trade deal. Positive developments in the U.S./U.K. trade deal and potential agreements with India and other countries could boost the U.S. market share.
Palantir: It's Just Too Expensive Here (Rating Downgrade) (NASDAQ:PLTR)

1 week ago | seekingalpha.com | Victor Dergunov

May 09, 2025 3:41 PM ET, , SummaryPalantir Technologies Inc.'s stock has surged 2,000% in two years but now faces valuation concerns, leading me to reduce my position and rating to hold. Despite strong earnings and guidance, Palantir's valuation is extremely high, limiting near-term upside and increasing vulnerability to corrections. Ideal dip-buying opportunities are substantial pullbacks to $50-65, where the forward P/E ratio becomes more attractive and reasonable.
China Is Losing The Trade War

1 week ago | seekingalpha.com | Victor Dergunov

May 06, 2025 10:43 AM ET, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , SummaryEarnings from major companies like Microsoft and Meta Platforms are strong, but future quarters may face risks from tariffs, leading to potential volatility. A solid jobs report shows strength, but future rate cuts are uncertain due to stable unemployment and potential inflation, adding to market volatility.
Time In The Market, Not Timing The Market

1 week ago | seekingalpha.com | Victor Dergunov

May 05, 2025 3:50 PM ET, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , SummaryEmphasize "time in the market over timing the market" by staying invested through volatility, capitalizing on market weaknesses to enhance long-term gains. Understand bull vs. bear markets: sentiment drives stock prices, with positive sentiment boosting demand and negative sentiment causing declines.
Gold: Why I Am Buying The Dip

2 weeks ago | seekingalpha.com | Victor Dergunov

May 02, 2025 5:41 PM ET, , , , , , , , , , , , , , , , , , , , , SummaryGold surged to $3,500, surpassing expectations; the year-end target was adjusted to $3,800-4,000 due to strong demand from market uncertainty and dollar weakness. Despite near-term volatility, the long-term outlook for gold remains positive, with potential buying opportunities around $3,200 and $3,000 support levels.
Meta Earnings Green Light AI Rally (META)

2 weeks ago | seekingalpha.com | Victor Dergunov

SummaryMeta Platforms stock experienced a significant decline but remains a strong buy due to its monopolistic presence and solid earnings, despite short-term volatility. Meta's recent earnings beat estimates with a 23% EPS increase and strong ad spending, projecting Q2 sales of $42.5–45.5B. Meta's forward P/E ratio of 17–20 is attractive given its growth prospects; future EPS growth could return to 15–20%.
Snap Stock: Buy The Dip - Considerable Upside Potential

2 weeks ago | seekingalpha.com | Victor Dergunov

SummarySnap Inc. presents a significant asymmetrical investment opportunity with limited downside risk and substantial upside potential, potentially doubling to $18 within 12 months. Despite past poor performance, Snap's valuation is now exceptionally cheap, trading at around 17 times forward EPS with a PEG ratio of 0.38. Snap's DAUs and profitability are growing, suggesting the market is severely mispricing the stock, offering serious multi-bagger potential.
Tariffs Won't Stop The AI Revolution

2 weeks ago | seekingalpha.com | Victor Dergunov

Apr. 28, 2025 10:08 AM ET, , , , , , , , , , , , , , , , , , , , , , , SummaryDespite recent tariff setbacks, AI-related growth remains robust, with Amazon and Nvidia executives optimistic about the segment's future in today's uncertain market. Many high-quality AI tech stocks have seen significant corrections, making valuations more attractive and presenting strong buying opportunities for investors.
Mobileye Is Now A Strong Buy (NASDAQ:MBLY)

3 weeks ago | seekingalpha.com | Victor Dergunov

Apr. 25, 2025 11:44 AM ETSummaryMobileye, a leader in ADAS and autonomous driving, partners with major automakers and holds a significant market share, positioning it for massive growth. Despite a 50% stock drop this year, recent earnings show rapid business expansion and potential for substantial recovery, possibly doubling within a year.
Tesla Q1: It's Not As Bad As I Thought (Rating Downgrade) (NASDAQ:TSLA)

3 weeks ago | seekingalpha.com | Victor Dergunov

Apr. 23, 2025 9:37 AM ET, , SummaryTesla, Inc.'s stock has experienced a significant decline, dropping 57% from its peak due to market selloff and operational challenges. Despite a poor quarter, Tesla remains fundamentally strong with a solid support level, improving technical indicators, and positive long-term catalysts like FSD and robotaxi developments. Tesla's financials show resilience with a GAAP net income of $409 million and $664 million in free cash flow, despite lower automotive revenues.