961
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05-06
Feelings of Omaha/2024 Buffett Shareholders Meeting/Value Investment
This year is the fastest time I have run in the "Invest in Yourself 5K" for more than ten years, and I finished the run in 30 minutes! It is also the year with the greatest gains in participating in the shareholders' meeting in more than ten years. $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ 1. I met so many new and old friends. Our Omaha Value Investment Center/China-US Venture Capital Forum has been held for the ninth year. Professor Shi Yong [good], Tencent, Sina organized Chinese investors' cocktail reception, CFA Association, Value X BRK and other various cocktail receptions and dinners are all super great!2. Mr. Buffett is still vigorous. This year, we had a marathon-like exchange for
TOPMurrayBulwer: Buffett for over 6 hours must have been unforgettable.
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05-06
🚀Key events in the coming week, share your trading plans!
Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:5 May]1.Here are the 5 Tigers whose post has the best quality & interaction last Friday: @nerdbull1669 @
TOPThank you @Daily_Discussion for the mention and of course Tiger coins! Congratulations to all the other winners! Have a wonderful Wednesday and safe trading trails ahead!
62.18K
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05-04
OIL (CL_F) Elliott Wave: Incomplete Sequences Forecasting The Path
Hello fellow traders. In this technical article we’re going to look at the Elliott Wave charts of Oil published in members area of the website. The commodity shows bullish sequences in the cycle from the 67.75 low. Consequently we are favoring the long side and recommending members to keep buying the dips in 3,7,11 swings when get a chance. However, short term cycle from the April 12th peak shows incomplete sequences, suggesting more downside in near term. In further text we’re going to explain the Elliott Wave analysis.OIL Elliott Wave 1 Hour Chart 03.09.2024Oil is showing incomplete sequences in the cycle from the April 12th peak. The price structure is calling for more downside as far as 86.3 pivot holds. Current view suggests we are about to complete
TOPWill check out the membership area for more charts and target levels.
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05-04
Option Strategies: PLTR, META, ROKU& .SPX
Hello everyone! Today I want to share some option strategies with you!1.Took an optionselling trade on $S&P 500(.SPX)$ . Sold-to-open a put credit spread ... 0DTE ... May 3 expiration 5045/5040 strikes.2.Here are the $S&P 500(.SPX)$ 0DTE trades we placed earlier today ... layered a few put credit spreads below yesterday's closing price to position us well outside a 1% down move from open and reduce our risk.Image3.Here's a few of our optionselling positions in our long-term account that we trade in from time-to-time. - Closed out the $MELI July 1140p trade for profit - Sold-to-open $Microsoft(MSFT)$ June 21 exp 375p (that strike sits around the 200 EMA) -
TOPIt would be helpful for us to understand your thought process.
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05-04
Technical Review of Hot Stocks 🔥🔥🔥
Today, let's look into a few hot counters in market, through their recent market news and also technical chart review. COIN The recent downtrend can be attributed to increased profit-taking by investors who entered the market during the downturns of 2022 and 2023, as well as ETF investors who witnessed significant price appreciation on their shares after entering the market in the early weeks of 2024. On the macro front, the Federal Open Market Committee (FOMC) is not expected to make any changes to interest rates, but the view is taking root among investors that the central bank may not cut rates at all this year, delivering a blow to interest rate-sensitive assets such as cryptocurrencies, emerging market stocks and bonds or even commodities. COIN daily chart COIN share price retraced re
TOPCOIN (Coinbase Global, Inc.) Business and Industry: Coinbase Global, Inc. is a leading cryptocurrency exchange platform. The company operates a platform that allows users to buy, sell, and store various cryptocurrencies. The cryptocurrency industry is expected to continue growing in the future as digital assets gain more mainstream adoption and acceptance. Earnings Analysis: According to the latest earnings data, Coinbase Global, Inc. reported an EPS of $1.14 in the fourth quarter of 2023, with a net profit margin of 30.23%. The company's earnings forecast for the fiscal year 2024 is an EPS of $3.81, with a forecasted gross income of $5.12 billion and a forecasted EBIT of $1.29 billion. Looking ahead, the earnings forecast for 2025 and 2026 shows continued growth in EPS, gross income, and EBIT. Trend Analysis: The recent downtrend in COIN's share price can be attributed to profit-taking by investors who entered the market during the downturns of 2022 and 2023. However, the share price has started to consolidate, and there is a possibility of a bullish descending triangle breakout. The current support price is around $192.51, and the resistance price is around $229.51. Analyst Viewpoints: Analysts have provided a target price range for COIN. The mean target estimate is $251.97, with a low estimate of $110.00 and a high estimate of $450.00. It is important to note that these target prices are based on analysts' opinions and forecasts. Risk Disclaimer: The above analysis is for informational purposes only and should not be considered as investment advice. Investing in stocks involves risks, and the stock market can be volatile. It is important to conduct thorough research and analysis and consider your own risk tolerance before making any investment decisions. NFLX (Netflix) Business and Industry: Netflix is a leading entertainment company that provides streaming services for movies, TV shows, and other video content. The company has a large subscriber base and continues to dominate the streaming industry. The entertainment industry is expected to grow as more consumers shift towards digital streaming platforms. Earnings Analysis: Netflix reported impressive results in the first quarter of 2024, with an EPS of $5.40 and a net profit margin of 24.89%. The company added 9.33 million subscribers, surpassing Wall Street's estimates. The earnings forecast for the fiscal year 2024 is an EPS of $18.44, with a forecasted gross income of $38.70 billion and a forecasted EBIT of $9.72 billion. The earnings forecast for 2025 and 2026 shows further growth in EPS, gross income, and EBIT. Trend Analysis: NFLX's share price has recently found short-term support around $547. The stock has started to curve upwards and is challenging the next resistance at $605. The current stock price is $579.34. Analyst Viewpoints: Analysts have provided a target price range for NFLX. The mean target estimate is $645.11, with a low estimate of $446.00 and a high estimate of $800.00. It is important to consider these target prices in conjunction with your own investment strategy and risk tolerance. Risk Disclaimer: The above analysis is for informational purposes only and should not be considered as investment advice. Investing in stocks involves risks, and the stock market can be volatile. It is important to conduct thorough research and analysis and consider your own risk tolerance before making any investment decisions. Please note that the information provided above is based on historical data and analyst forecasts, and it is important to conduct your own research and analysis before making any investment decisions. Investing in stocks involves risks, and the stock market can be unpredictable. Always consider your own risk tolerance and consult with a financial advisor if needed.
14.23K
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05-04
Semiconductor and AI 🧠 - Technical Review
South Korea's SK Hynix said on Thursday its high-bandwidth memory (HBM) chips used in AI chipsets are almost sold out for 2025, after their 2024 chips were fully booked. Being Nvidia supplier and the world's second-largest memory chipmaker, the company highlighted that 2025 HBM volumes were almost sold out amid a rapid expansion of AI technology into a wider range of on-device applications such as smartphones, PCs, and automobiles. The growth in semiconductor seems to be promising in future. Let's look into a few AI and semiconductor related stocks. NVDA Nvidia currently boasts an estimated 80% share of the market for AI-powering processors. The company used last month's GTC event to unveil the newest iteration of its lineup, the Blackwell GPU architecture. This architecture could command
TOPNVIDIA Corp (NVDA) Business and Industry: NVIDIA is a leading technology company that specializes in designing and manufacturing graphics processing units (GPUs) for gaming, AI, and data centers. The company's GPUs are widely used in AI applications, making NVIDIA a key player in the AI industry. The AI market is expected to grow rapidly in the coming years, driven by the increasing adoption of AI technology in various sectors such as smartphones, PCs, and automobiles. Latest Earnings and Forecast: NVIDIA's latest earnings report for Q4 2024 showed an EPS of $4.98, with a gross profit margin of 75.97% and a net profit margin of 55.58%. The company has a positive earnings forecast, with estimated EPS of $24.84 for 2025 and $31.18 for 2026. The forecasted gross income for 2025 is $111.92 billion, and the forecasted EBIT is $71.68 billion. Recent Trends: NVIDIA's stock price has been showing an uptrend recently, breaking out from its downtrend line earlier this week. The current stock price is $887.89 (as of May 4, 2024). The capital flow data for the past five days shows mixed inflows and outflows. Analyst Viewpoints: Analysts have a positive outlook for NVIDIA, with a mean target price of $1008.90. The low target estimate is $478.40, and the high target estimate is $2762.12. The majority of analysts recommend buying or holding the stock. Intel (INTC) Business and Industry: Intel is a leading semiconductor company that designs and manufactures microprocessors for various applications, including AI. However, Intel has been facing challenges in the market and is currently the worst-performing tech stock in the S&P 500 this year. The company is facing strong competition from rivals like NVIDIA. Latest Earnings and Forecast: Intel's latest earnings report for Q1 2024 showed an EPS of -$0.09, with a gross profit margin of 41.00% and a net profit margin of -2.99%. The company has a positive earnings forecast, with estimated EPS of $1.96 for 2025 and $2.72 for 2026. The forecasted gross income for 2025 is $62.89 billion, and the forecasted EBIT is $9.29 billion. Recent Trends: Intel's stock price has been in a full bearish trend, and a death cross has formed between the EMA50 and EMA200, indicating the end of the uptrend in the mid and long term. The current stock price is $30.90 (as of May 4, 2024). The capital flow data for the past five days shows mixed inflows and outflows. Analyst Viewpoints: Analysts have a mean target price of $40.31 for Intel. The low target estimate is $17.00, and the high target estimate is $68.00. The analyst recommendations for Intel are mixed, with some recommending buying, holding, or underperforming the stock. Direxion Daily Semiconductors Bull 3x Shares (SOXL) Business and Industry: SOXL is an exchange-traded fund (ETF) that seeks to provide daily investment results, before fees and expenses, of 300% of the performance of the PHLX Semiconductor Sector Index. The ETF provides exposure to the semiconductor industry, including companies involved in the design, manufacture, and distribution of semiconductors. Recent Trends: SOXL has shown a strong technical rebound after touching the EMA200 trend line support. The current stock price is $38.97 (as of May 4, 2024). The capital flow data for the past five days shows mixed inflows and outflows. Analyst Viewpoints: There is no specific analyst target price or recommendation available for SOXL. Please note that the above analysis is for informational purposes only and should not be considered as investment advice. It is important to conduct thorough research and analysis before making any investment decisions.
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05-04
SPX exceeded 5096, which lead to a new high above 5123 extending the B-Wave rally
$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ exceeded 5096, which lead to a new high above 5123 extending the B-Wave rally.However, price is expected to reverse at 5155-5165 (5180 max) with the loss of 5080-90 confirming such.If that occurs, SPX should retrace 61.8-78.6% of the B-Wave rally for w1 of Wave C.The loss of 5100 without a higher high above 5139 would also favor completion of the B-Wave rally.ImageImagehttps://twitter.com/TriggerTrades/status/1786546041426247743
TOPWell done, you have shared valuable insights on the SPX rally 🚀👍
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05-04
I've been bearish on GDX and CL_F
I've been bearish on $VanEck Gold Miners ETF(GDX)$ and $WTI Crude Oil - main 2406(CLmain)$ for the past few weeks, even with the green candles they saw last week. The bearish case remained my primary concern for these two in my weekend newsletter. The moves for this week are:GDX: -3.2%CL_F: -6.5%Below is a screenshot from the latest newsletter.My upcoming newsletter will focus on monthly charts, the same charts I used on July 31st, 2023, to anticipate the coming decline, and on December 2023, to anticipate the turbulence around $5110.Imagehttps://twitter.com/SmartReversals/status/1786460086849704294
TOPYour newsletter provides valuable insights.
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05-04
Bitcoin - Preliminary Weekly Chart
Bitcoin - Preliminary Weekly ChartPublished for paid subscribers last week:"There have been too many attempts to cross $63780, the volume base is also in construction, but given the number of testings, that level should be broken next week.20 Weekly Average continues moving up and catching up with the lower edge of the base....., so a visit to the lower side of the base is expected.".....See the updated chart, price bounced at the 20 Weekly Average in confluence with the volume base🎯Imagehttps://twitter.com/SmartReversals/status/1786416659172880438
TOPThe preliminary weekly chart for Bitcoin looks promising.
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05-04
Will U.S. Economy Stabilize In Q2 2024 After 2 Quarterly Downshifts?
Summary Preliminary estimates of second quarter US GDP activity suggest output may stabilize after two straight quarters of slower growth, based on the median for a set of nowcasts compiled by CapitalSpectator.com. If Friday’s median Q2 nowcast is correct, the economy will post its first improvement over the previous quarter since the surge in output in 2023’s Q3. Some analysts warn that stagflation is a rising risk for the US. Douglas Rissing Preliminary estimates of second quarter US GDP activity suggest output may stabilize after two straight quarters of slower growth, based on the median for a set of nowcasts compiled by CapitalSpectator.com. This estimate should be viewed cautiously this early in the current quarter, but for now, the current data suggest that economic activity ma
900
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05-04
iFAST: The Next Big Thing in Finance? | The Investing Iguana 🦖
🟩 Welcome back to “The Investing Iguana” with your host, Iggy! In today’s video, we’re diving deep into the world of iFAST, a Singaporean firm that’s been making some serious waves in the financial sector. Is iFAST the next big thing in finance? We’re here to find out! $IFAST(AIY.SI)$ We’ll start by breaking down iFAST’s ambitious growth strategy and how it’s not too far off from its targets. Then, we’ll explore iFAST’s involvement in the Hong Kong ePension project and what it means for the company’s future. We’ll also take a look at iFAST’s acquisition of a UK-based digital bank and how it’s contributing to the company’s growth. Throughout the video, we’ll be explaining complex financial concepts in a way that’s easy to understand, even for a
263
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05-05
AAII Bull Index should continue moving up for a sustainable bounce
The AAII Bullish Sentiment Index, also known as the AAII Bull Index, is a sentiment indicator that measures the percentage of individual investors who are bullish about the stock market's short-term prospects. This index is published weekly by the American Association of Individual Investors (AAII) and reflects the sentiment or optimism levels among individual investors.How to Interpret It:- High Bullish Sentiment: High levels of bullish sentiment may indicate market optimism and potential overvaluation, suggesting a contrarian signal that the market may be nearing a peak.- Low Bullish Sentiment: Conversely, low levels of bullish sentiment may signal pessimism and potential undervaluation in the market, indicating a contrarian signal that the market may be bottoming out.This index should c
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05-05
AAPL's Daily Candle Soars Above Bollinger Band: A Sign of Correction or Continuation?
$Apple(AAPL)$ 's Daily Candle Soars Above Bollinger Band: A Sign of Correction or Continuation?Apple's daily candle is currently trading significantly above its upper Bollinger Band, a level unseen since September 2nd, 2020, or July 31st, 2019; when a pullback followed the spike.This raises the question: is a pullback towards the Bollinger Band inevitable, or can the uptrend continue?Historically, a reinsertion into the Bollinger Band zone seems likely. Interestingly, the only instances since 2009 where the price continued its uptrend without revisiting the 20-day moving average (20DMA) were February 1st, 2017, and January 25th, 2012.Here's the key takeaway: Maintaining support at $179 is crucial to avoid the more likely scenario of a price correc
896
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05-05
Top 10 #SaaS #Cloud multiples APR29-MAY3
This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $CrowdStrike Holdings, Inc.(CRWD)$ $Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $Samsara, Inc.(IOT)$ $Datadog(DDOG)$ $Snowflake(SNOW)$ $MongoDB Inc.(MDB)$ $ServiceNow(NOW)$ $HubSpot(HUBS)$ $Palo Alto Networks(PANW)$ ImageThis week on Clouded Judgement: Hyperscalers rep
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05-05
Buy cheap and sell expensive?
When people talk about using #Valuations for market timing, it's often presented in black and white "buy cheap and sell expensive" termsBut life is not black and white, it is nuanced, grey, noisy and complicated. $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ(.IXIC)$ $Invesco QQQ(QQQ)$ $NASDAQ 100(NDX)$ $DJIA(.DJI)$ $GLOBAL X DOW 30® COVERED CALL ETF(DJIA)$ Buy cheap, and you might get a value trap.Sell expensive and you might get left behind.Here's how I think of it (the visual be
TOPThe stock market is indeed complex and dynamic.
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05-05
ABBV Debt & Cash Flow
$AbbVie(ABBV)$ debt (10-Q) Net debt ~$56 B at the end of the quarterNet debt increased ~$9B (ImmunoGen acquisition)$15 B new debt issued (connected to ImmunoGen and proposed Cerevel acquisitions)$9.2 billion acquisition cost of ImmunoGen, Feb12Image$15 B "issued debt in connection with the acquisition of ImmunoGen and proposed acquisition of Cerevel Therapeutics"I had previously "guessed" it would have maturities 2027+ which is now confirmedDetails as follows:Image"The total fair value of the consideration transferred to owners of ImmunoGen common stock was $9.8 billion ($9.2 billion, net of cash acquired)"Cerevel Therapeutics Holdings acquisition expected within 2024, for ~$8.7 BImageABBV Cash FlowSlightly worsening OCF in 1Q49% dividend payoutIm
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05-05
XVV iShares ESG Screened S&P500 ETF - Investing With A Social Conscience
🌟🌟🌟ESG stands for Environmental, Social and Governance. ESG is a set of standards that businesses and organisations use to access their global influence in addition to their financial performance. $iShares ESG Screened S&P 500 ETF(XVV)$ seeks to track the in vestment results of an index composed of large capped US stocks within the S&P500 Index while applying screens for company involvement in controversies and controversial business activities. XVV was launched in September 22 2020 as a sign of changing times. XVV starts with the S&P500 Index and screens out companies over a certain threshold level of involvement in tobacco, controversial weapons and involvement in fossil fuels. Companies ar
TOPAwesome! Love your ETF positions.
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05-05
Here's my 1-page mental model for understanding the semiconductor ecosystem
Here's my 1-page mental model for understanding the semiconductor ecosystem👇 Covering: - design software $Cadence Design(CDNS)$ $Synopsys(SNPS)$ - equipment $ASML Holding NV(ASML)$ $Lam Research(LRCX)$ $KLA-Tencor(KLAC)$ - chip designers $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ - chip manufacturers $Taiwan Semiconductor Manufacturing(TSM)$ $Texas Instruments(TXN)$ $Mi
TOPThanks for sharing. Till yesterday, I only know TSMC. Next question is how the potential of each sector affect the other. [Glance]
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05-05
Looking for high quality compounders trading at low multiples?
Looking for high quality compounders trading at low multiples?Take a look at:- Cavco Industries $Cavco(CVCO)$ - Mueller Industries $Mueller(MLI)$ - UFP Industries $UFP Industries(UFPI)$ - Watts Water Technologies $Watts Water(WTS)$ ImageImageImageImageHere's a current breakdown of my portfolio, my investable universe and (in green) my particular favourites among the investable universe.Feel free to share yours too. $Lam Research(LRCX)$ $Lasertec Corp.(LSRCF)$ $Synopsys(SNPS)$
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