KOKU Physis n Nous Capital

KOKU Physis n Nous Capital KOKU Investment & Co. includes two main funds: 1, Physis n Nous Capital - long-term investment. 2, Eagle-Eye Capital - short-term hedge fund.

Our top holdings include Apple, Inc., Starbucks, Disney, Inc., and a few other companies which we are not to disclose for now. We adopt the investment philosophy of Berkshire Hardaway, led by World's No. 1 investor - Warren Buffett. We continue to hold our value investments for long term, and we are proud of all the World's greatest and most profitable companies which we invest in.

07/13/2024

Palantir - 104 week target price
$78-88 per share

A.I. related software is growing like a wild fire. The demands are just too enormous. The company actually cannot meet all demands, the company has to slow down the growth of its client count for its private sector software division.

02/22/2024

Nvidia and AMD both strong buy.

$1,200 52 week target price
$300 52 week target price

The AI division of AMD will likely capture 15 to 20% of AI chip market by 2030.

02/03/2024

Everyone : buy SoFi Technology
Ticker : SOFI

It’s doing to the banking, insurance, credit card, personal and commercial loans, mortgages, retirement benefits and investing industries what Amazon did to the retail industry.

SoFi is a very disruptive financial company which leverage on A.I. to disrupt anything finance related. Amazon killed J.C.Penny, Sears, Bed Bath n Beyond, etc. Netflix killed Blockbuster, Google killed Yahoo, Facebook killed My Space.

Buy this disruptive company shares today before it takes off literally really to the moon. It has an incredible addressable market of 17 trillions usd worldwide by 2030-2040. If it only command 5-7% of this worldwide financial market, it still can grow to 3-5 trillion market cap. It’s flying under the radar today.

I saw Amazon, I saw Netflix, I saw Nvidia, I saw Google, I see Facebook, I see SoFi.

01/31/2024

SoFi — 104 week Target Price

$87 per share.

It’s trading at $7.85 as of time of this message. A.I. banking, already profitable, expanding financial instruments and portfolios, expanding deposits, A.I. investing advises to account holders, app banking, no Brice-and-mortar locations, A.I. insurance, car loans, personal loans, home loans, medical loans, business loans, home improvements loans, student loans, project loans, loan refinancing, credit cards, line of credits, deposits, checking deposits, high-yield deposits, bonds, stock investments, Ira accounts, Roth-Ira accounts, etc.

NIO’s ET9 supreme luxurious saloon.Better than Maybach S class, Porsche Panamera, better than Lucid Air.NIO’s 150 kWh se...
12/23/2023

NIO’s ET9 supreme luxurious saloon.

Better than Maybach S class, Porsche Panamera, better than Lucid Air.

NIO’s 150 kWh semi-solid state battery with 630+ miles of real world range available starting April 2024.

12/15/2022

Many ask me how I feel about the progress of Tesla and should they own it’s shares now in December.

So with Tesla at all-time high by November of 2021 and that the price/sales ratio was also all-time high at over 30x of 2021 sales, I started to wonder if the surge on Tesla share prices could continue. It was November of 2021.

By that time, I had already sold off all my Tesla shares and had NIO and stocks of other tech companies. It was not until March 2022 then I started with a small short position with Tesla. It wasn’t until July, my short position was starting to win big.

I own a Model X and I know it’s faults as well as it’s good aspects. Full Self-Driving of Tesla cars is still largely a pipe dream. Elon promised first that all Tesla cars could drive by themselves from one side of the country to another by end of 2017, which didn’t materialize. Then, Elon suggested again it would be fully self-driving by end of 2021, it didn’t happen. Then Elon said it would be fully self-driving by end of 2022. So far, he is more about Twitter than Tesla, and there has been no more mention about the timeline of Full Self-Driving. People have paid for something which has never been delivered. CyberTruck is still some unknown time away from happening when many put down their deposits as far back as in 2019.

Boring Company is quietly shutting down its cyberloop tunnel projects.

Tesla and Elon together is mostly selling undelivered promises.

We will maintain our short position of Tesla for sometime. It would not surprise us that we could see $50 per share for Tesla sometime in 2023.

02/10/2021

When we said that we expected Bitcoin to reach as high as $75,000 within 24 months when it was end of 2020, we did not say it lightly.

We only invest in disruptive technologies.

Ack Finance - "Acknowledge what makes positive changes."
Subsidiary of Physis n Nous Capital

01/02/2021

I bought 7,000 shares of BNGO

$0.545 $0.97 $1.97

It’s $4.67 at end of Friday

Medical Breakthrough — Fastest, most reliable, least expensive Saphyr platform

For Genome Mapping

I learned of the company by reading Oxford University Press.

12/26/2020

Genomics : 2021-2030

I believe that we are only 8-10 years away from curing blindness in human beings.

Genomics editing has advanced to a level where blind mice can already see again. A newly developed light-sensing protein called the MCO1 opsin restores vision in blind mice when attached to retina bipolar cells using gene therapy.

Genomics re-sequencing and repairing will be a wonderful thing. Cells can continue to reproduce, grow and automatically report and cure mutation of bad cells. Your hair may never become grey, your wrinkles will self-destruct. You may never get old. Think about it.

Merry Christmas !!!

11/15/2020

I have been researching deeply on Palantir for about two weeks

Palantir is mostly 'so far' a flip side of Google / Alphabets
Its data mining, analyzing, storage, integration, retrieving, presentation, reporting are mostly for select few companies and government organizations.

Palantir does all these tasks for hefty fees while Google allows the public to search any public data for free.

Palantir and Google

Big data

I am not interested in either for now. I have other higher growth companies for the next ten years.

10/01/2020

We maintain NIO - Strong Buy

PT : $45 / sh

by August 2021.

09/28/2020

A bigger stock market correction may be looming.

Today, we see many new IPOs which companies have never made money, but they are very highly valued right after their IPOs.

Snowflake is supposed to be a $45 a share company when its CEO had talked about the company right before the pandemic started.

Then, right before the IPO, investment bankers said that it would be $100 per share. Guess that was still too low, the IPO price was raised to $120 a share.

One the first day of trading, the share price quickly surged to $210+ a share.

Not just Snowflake, there have been many recent IPOs, such as Lemonade, which also saw its IPO offer price moved from $23 to $29, yet it was over $90 per share during its first week of trading. What happened next? Of course, it has to gradually come back down to Earth, dropping to now $51. And, I don't think the drop is finished yet.

All these companies which have never made a dime of profit, it is dot-com bubble 2.0, at least sort of.

We have been raising cash from our stock positions. We think that a bigger correction should be coming. We also monitor the activities of shortsellers, and 4 of 14 are increasing their short positions in tech companies. Whether this is the trend or just some shortsellers' new positioning remains to be monitored.

It is always better to be on the safe side.

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New York, NY

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