$Apple(AAPL)$Apple will surely be able to profit more on consumer devices than most companies. Apple controls its whole stack of hardware and software for better integration. Consumers can go to Apple stores and be shown how to use features. Apple also has a wealthier client base willing to pay for A.I. features if it comes to that. Apple hardware has the processing power to run A.I. on older models than most companies thanks to the Neural Engine a available on recent Apple Silicon. I believe Apple will be able to monetize A.I. better than most consumer companies. That's just my opinion for what it's worth. I'm not worried at all about Apple being called an A.I. laggard as it's still early yet if A.I. is that important l
$JD.com(JD)$ Waiting for a pull back in way over sold conditions might be wishful thinking. Market cap of 50 billion with 34 billion cash on hands. We are still 70% below its all time high. Why would profit taking kick in soon after fear might be just starting to fade away? because of 50% rise from the bottom? thats nothing!
SPX Holds Strong at $5215, Supported by 5-Day Moving Average
The $S&P 500(.SPX)$ respected the uptrend today, finding strong support at the key level of $5215 (before resistance, now support). This level, which coincides with the 5-day moving average (5DMA), held firm despite no direct touch. In fact, the price even managed to rally during the afternoon session.The overall price action appears robust. While there's a remote possibility of a decline tomorrow due to overbought conditions on the 30-minute and 1-hour charts, there are no other significant concerns on the horizon.Remember, it's often wiser to "dance with the trend" than fight it. The $5215 level can be a reference point for managing risk as the uptrend continues. $Cboe Volatility Index(VIX)$ had a ve
I opened 5 lot(s) $BABA 20240517 70.0 PUT$ ,Entered into this short put trade to build a strangle position since I already have a short call position at 100 strike, min margin required to generate annualised ROI >20%. I also don’t mind having it assigned if it falls below 70 this Friday. Earnings disappointment mainly due to mark-to-market losses on public-listed investments, seem to be over reaction as China stock market has been performing well since April.
20% of IPOs in the U.S. came from Chinese companies last year
Last year over 40% of companies to IPO in America were from Other Countries (and almost 20% were Chinese companies)Why?US listed stocks trade at a valuation premium vs global, US is the largest, most liquid + deepest pool of capital - and most covered by research analysts.Imagehttps://twitter.com/Callum_Thomas/status/1790478138935533663
$Marathon Digital Holdings Inc(MARA)$It looks to me like we are set up for a short squeeze.Front runners showed up for the S&P 600 listing and drove the price up.Upon listing, the play, as I have said before, is to short the stock and that happened.The problem for shorts, is that they need the SP to go down for some reason other than their short position. Typically, that reason would be bad news, or maybe just the fact that the SP is going down, without any good news. MARA had good news. According to the TTM EPS, MARA should be trading at $42 with a 20 multiple, $21 with a 10 multiple, yet MARA is trading with an 8 multiple.So, nobody wants to sell a stock that is so undervalued, when the entire thesis for investing
$Alibaba(BABA)$$Alibaba(09988)$ 1Q24 results are out. Beat on revenue but slight miss on EPS. Market is acting like it missed bigly on all metrics. I think it's more to do with the fact that core business grew slower than the general market. Remember that China 1Q online retail sales gained 12.4%. That 4% topline growth for Taobao & TMall is significantly slower than the market. So, it seems that other players are taking market share away from Alibaba. We'll find out when $JD.com(JD)$$MEITUAN-W(03690)$$MEITUAN(MPNGF)$$PDD Holdings I
$Marathon Digital Holdings Inc(MARA)$So, EPS for each of the 4 preceding quarters:$ 1.26$0.66$0.35-$0.13Total TTM EPS = $2.14.At $17.11, we have a multiple of 8. Average on the NASDAQ is 20.A lousy multiple of 10 would put the stock at $21.40. The average multiple on the NASDAQ would put the stock at $42.80We need some investors to wake up.The company is only mining around 60%. When everything is worked out, and they are at 50 EH/s, where do you think the SP will be?What a buy.
$XIAOMI-W(01810)$At Xiaomi , unlike Alibaba, all financial data is in Hong Kong Dollars (HKD) since we are examining the stock on the Hong Kong Exchange. We observed a double bottom formation at 8.28 HKD for Wave II, which also coincides with the bottom edge of our Volume Node. From there, we've seen a significant rise, over 100%, in a relatively short period, with the low occurring at the end of 2022. Currently, we are in a range that has historically moved through very quickly, known as a Low Volume Node. We may either bounce back down from here or break swiftly upwards to around 21 HKD. Given that we are in Wave III, we anticipate surpassing the peak of Wave I significantly, targeting levels above 36 HKD.
$Alibaba(BABA)$$Alibaba(09988)$ revealed its Q4 results for fiscal year 2024 (ending March 31st) just now, which missed expectations, and its stock price fell 5% in pre-market:Specifically, Their revenue was 2218.7 billion yuan, a 6.6% increase year-on-year, slightly exceeding analysts' expectations of 2198 billion yuan.Looking at the different segments:Revenue for the Taobao and Tmall Group rose 3.7% year on year to 93.2 billion yuan;Revenue for the International Digital Commerce Group was 27.4 billion yuan, a whopping 45% increase;Revenue for the Local Services Group was 14.6 billion yuan, up 18.5%; Revenue for Cainiao was 24.56 billion yuan, a 29.8% increase; Revenue for the Cloud Intelligence Group
This is a great news for Apple and OpenAi, and Microsoft. I look forward for how AI gonna work in Siri and iOS as a whole. Apple is known to give aethestic features that users have found useful and many other companies' phones usually follow suit. OpenAi will be made more popular with being in Apple users' phones. This increases their exposure and good for the company. Likewise, Microsoft will profit from here as well. Not only their investments will doubled, tripled in the future, they maybe able to gain benefit of the knowledge how Apple gonna use it for and apply similarly to Bing Copilot, or they may gain upper hand and use directly the new API that are to be provided to Apple. Just my two cents.
Oh, with the mighty GPT-40 in the mix, I'm picturing a whole new Siri experience! Think of it like having your personal AI bestie who's always one step ahead. Not only will she nail the basics like finding info or setting reminders, but she'll also get me, like, really get me. Imagine Siri picking up on my mood, suggesting playlists or activities tailored to how I'm feeling. And let's not forget the jokes – with GPT-40's wit, Siri could have me in stitches with personalized humor. Plus, maybe she'll even offer advice or insights based on my habits and preferences, like a virtual life coach. Alongside those cool features, how about Siri becoming a master multitasker? With GPT-40's horsepower, she could handle complex tasks effortlessly, like scheduling meetings, ordering groceries, and even
Home Depot (HD) Reacted from the Blue Box Looking for more Downside
Home Depot (HD) Reacted from the Blue Box Looking for more Downside May 13, 2024 By EWFLuis Home Depot (HD), is an American multinational home improvement retail corporation that sells tools, construction products, appliances, and services, including fuel and transportation rentals. Home Depot is the largest home improvement retailer in the United States. After reaching all-time highs in December 2021, the price of HD fell considerably. According to the Elliott Wave Principle, the stock price should continue to fall after to end wave (b) pullback. Wave (b) entered in a double or a flat correction and we are going to talk about next. (If you want to learn more about Elliott Wave Theory, please follow these links: Elliott Wave Education and Elliott Wave Theory). Home
Optimistic Outlook: AMC, BABA, CELH& NVDA Show Strong Bullish Trends
Hello everyone! Today i want to share some technical analysis with you! Hope it can help you!1. $NVIDIA Corp(NVDA)$ Tight daily bull flag from NVIDIA is looking pretty juicy here... If PPI comes in tame tomorrow, this is a setup you want to have eyes on. 🔎 Image2. $Celsius Holdings, Inc.(CELH)$ stock marching back towards all-time highs, meanwhile Trailing P/E near lowest levels in months. We love a good growth story. 👌 Image3. $Alibaba(BABA)$ bulls with a statement ahead of tomorrow's quarterly earnings report... If results are solid, this setup has serious explosive potential. Image4. $AMC Entertainment(AMC)$ holding up
Overview: Global markets experienced mixed performance on May 13th, 2024, as investors awaited the release of key inflation data from the US. In the US, stocks wavered as investors scrutinized inflation data amid speculation about potential interest rate cuts by the Federal Reserve. European markets closed with slight declines, while Asian markets saw mixed results following China's stronger-than-expected April inflation figures. US Market: US stocks showed hesitation on Monday as investors braced for a week filled with crucial inflation data releases. The Dow Jones Industrial Average retreated by 81.33 points, ending the day at 39,431.51. The S&P 500 closed marginally lower, down 1.26 points to 5,221.42. Investors closely monitored the shifting expectations regarding the Federal Rese
Aptar – revenue and profit growth does not mean better performance
Aptar (NYSE: ATR) creates dosing, dispensing and packaging products for the global beauty and phara sectors. Over the past 10 years, its revenue grew at revenue grew at 3.7% CAGR while PAT grew at 5.2% CAGR. You would think that with top line and bottom line growth, this would be a good performance. However, it ROE its 2023 was about the same as that in 2012. This standstill return was because there was declining operating and capital efficiency. As an investor, your focus is on profitability. The market is not going to re-rate the company is the growth is because it is using disproportionately more assets and capital to grow revenue and earnings. Moral of the story? Do let companies distract you with the wrong metrics. Is Aptar then a terrible investment? Find out more on page 20 of IN
Hong Leong Asia's Buy Rating Explained | The Investing Iguana 🦖
🟩 In this video, Iggy the Investing Iguana takes a deep dive into Hong Leong Asia (SGX:H22) and explores why this stock might be a hidden gem for investors in 2024. With a recent "Buy" rating from CGS-CIMB Research and a potential upside of nearly 70%, Hong Leong Asia is attracting attention from analysts and investors alike. $Hong Leong Asia(H22.SI)$ Iggy breaks down the company's impressive financial performance, including a 185% increase in net profit for the second half of 2023 and a 19% rise in net profit for the full year. He also examines Hong Leong Asia's dividend potential, with a sustainable payout ratio and room for growth. But what really sets Hong Leong Asia apart is its cutting-edge prefabrication technology. Iggy takes you on a v