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namngvn
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11-01
$SUPER MICRO COMPUTER INC(SMCI)$   You will see how big player handle the crisis. During the long live history of the company, they have navigated the ship through many challenges. Look at others, When Apple announced Privacy Transparency, everyone said Facebook is done, but look at how the management turned the ship. Big players know how to sail through storms
$SUPER MICRO COMPUTER INC(SMCI)$ You will see how big player handle the crisis. During the long live history of the company, they have navigated th...
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LFGP
·
11-01
Option Trades (Week 44 - 2024) Sold 1 lot of $HOOD 20241129 22.5 PUT$ . HOOD was down on missing estimates and dragged further by the drop in crypto. Growth is still good, adding base on market pricing. Do not doubt the market, LFGP!
Option Trades (Week 44 - 2024) Sold 1 lot of $HOOD 20241129 22.5 PUT$ . HOOD was down on missing estimates and dragged further by the drop in crypt...
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Value_investing
·
11-01

Li Auto's bubble has finally burst!

$Li Auto(LI)$ Li Auto’s Q3 earnings report beat market expectations, with impressive revenue and gross margin results. However, its Q4 revenue guidance fell short, causing the stock to drop 6% pre-market.I had predicted that Q3 performance would exceed expectations, given sales data that outpaced analysts’ estimates. Revenue followed suit, driven by strong sales, with the only uncertainty being gross margin. With analyst expectations for margin set low, Li Auto’s actual Q3 gross margin came in higher, limiting its impact on the stock price. The real focus is now on Q4 guidance.Li Auto projects Q4 revenue at RMB 432-459 billion, a year-on-year growth of 3.5%-10%, below the expected RMB 360 billion. It forecasts sales between 160,000-170,000 units, wi
Li Auto's bubble has finally burst!
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1.14K
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VivianLau
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11-01

Can Estée Lauder Bounce Back?

Estée Lauder's stock has plunged 83% from its all-time high of $374 to $68.94, prompting many to wonder if it’s time to buy in. But the key question is: How strong is consumer demand for Estée Lauder products, especially in its core market segments?The fiscal Q1 2025 earnings report provides insight:Revenue and Profit:Revenue was $3.36 billion, down 10% year-over-year, impacted by currency effects and a slow recovery in Asia’s travel retail sector.Net loss of $156 million contrasts sharply with last year’s profit. Adjusted EPS came in at $0.14, slightly above estimates, though revenue fell short of projections.Product Category Performance:Skin Care: Sales dropped 8%, largely due to low demand in China and Asian travel retail. La Mer and Estée Lauder brands struggled, though Europe and the
Can Estée Lauder Bounce Back?
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1.24K
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Merdeka1981
·
11-01
I'm very sure I'm not going to invest in this company, but I think it is still tradeable. How about I buy a far out of the money put? Coz each time something like that is reported, the stock crashes big time. I might just have a chance at winning this "lottery ticket" if I pick the right put option.

Super Micro Shares Turn Negative for 2024 After Auditor Resignation

The one-time AI favorite more than quadrupled early this yearArgus downgraded the shares following the auditor newsSuper Micro Computer Inc. shares turned negative for the year on Thursday, as cascadi
Super Micro Shares Turn Negative for 2024 After Auditor Resignation
I'm very sure I'm not going to invest in this company, but I think it is still tradeable. How about I buy a far out of the money put? Coz each time...
TOPSandyboy: Haha try. After the first crash I thought 25 was far and bought puts only to be burnt when stick hit 20~21
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黑豹钻石拳
·
11-01
$V VERTICAL 241115 PUT 275.0/PUT 270.0$ This  vertical PUT strategy has been consistently Giving me some passive income. Hope this ends well too [Cool]  [Miser]  
$V VERTICAL 241115 PUT 275.0/PUT 270.0$ This vertical PUT strategy has been consistently Giving me some passive income. Hope this ends well too [Co...
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1.01K
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MaxGain
·
11-01
This a dinosaur REIT that will head down the ROAD OF DEATH, it's occupancy will continue to drop like flies off the wall as more companies are moving out of their properties with no new tenants. Soon it will become a DEAD BUILDING. Avoid ASCENDAS if possible and maybe profit by shorting it down.

CapitaLand Ascendas REIT's Portfolio Occupancy Slides in Q3

CapitaLand Ascendas REIT's Portfolio Occupancy Slides in Q3
CapitaLand Ascendas REIT's Portfolio Occupancy Slides in Q3
This a dinosaur REIT that will head down the ROAD OF DEATH, it's occupancy will continue to drop like flies off the wall as more companies are movi...
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161
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JaminBall
·
10-31

MSFT Azure Quarterly YoY growth trends

Azure at a ~$66B run rate growing 34% constant currency (33% overall)They recently restated Azure, so some of the historical comparisons won't be apples to apples. PowerBI and EMS are no longer included in Azure which represented ~$20B of run rate last QQuarterly YoY growth trends below $Microsoft(MSFT)$ ImageNot exact figures, but rough estimates on Azure AI Services quarterly run rate below (12pts of growth this Q). They only disclose the % of growth to a full round number (no decimal point), so definitely not exactImageBelow is an estimate of net new ARR added over the last few quarters.ImageYoY growth trends in net new ARR per quarterImage
MSFT Azure Quarterly YoY growth trends
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1.61K
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HMH
·
10-31

SMCI - Trading Ideas for Speculators and Current Shareholders

$SUPER MICRO COMPUTER INC(SMCI)$ shares dropped over 33% on October 30, 2024, closing at $33.07 following the resignation of Ernst & Young LLP as the company’s auditor. This development follows previous warnings from short-sellers that raised concerns about SMCI’s financial transparency and governance practices. The auditor's resignation has compounded market anxieties, with heavy trading volume indicating a sell-off driven by uncertainty over potential financial risks and the market's declining confidence in SMCI’s internal controls. Financial and Market Position SMCI’s fundamentals, particularly a trailing PE ratio of 16 and forward PE ratio of 8, suggest it is trading at a significant discount relative to recent growth expectations. The com
SMCI - Trading Ideas for Speculators and Current Shareholders
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MaverickWealthBuilder
·
11-01

How Amazon Improved Q3 Margin?

$Amazon.com(AMZN)$ reported earnings for 2024Q3, jumping more than 6% after hours after investors didn't count too much on higher capital spending amid overall revenue beat expectations, a big jump in profit, further cash flow consolidation and healthy guidance.As the last of the big tech companies to report this week, Amazon is more of an indicator of the strength of the economy through the activity of retail activity.In the "AI Race" unit, AWS performed moderately well, with neither the growth trends of $Alphabet(GOOG)$ nor the share concessions of $Microsoft(MSFT)$ , while margins improved dramatically (with a change in depreciation life);In the overall econom
How Amazon Improved Q3 Margin?
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1.60K
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Surfing The Markets
·
10-31
$NVIDIA Corp(NVDA)$ I wouldn't be looking at nvda or any tech stock until macro correction completes, Dowj has just completed a macro left side top and is likely to correct between 34-37% into May 2025, the whole stock market will correct at a greater % depending on its risk status tech being a highly volatile asset, look for stocks ETFs that have or about to bottom trade safe and apply risk management to all trades, like catching a falling knife right now
$NVIDIA Corp(NVDA)$ I wouldn't be looking at nvda or any tech stock until macro correction completes, Dowj has just completed a macro left side top...
TOPBB J: Risk often offers much reward opportunities!
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9.76K
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NightMorph
·
11-01
I'm bearish on DJT. The recent highs are contributed solely to a pump and dump. If Trump loses the election my forecast of 4 weeks ago would see the stocks tank and dump to around $9.75, if he somehow wins then the pump is valid. But DJT does not have a compelling current or future story to tell, so I see no longterm returns, in fact only losses. It's a pure scalping target IMHO.
I'm bearish on DJT. The recent highs are contributed solely to a pump and dump. If Trump loses the election my forecast of 4 weeks ago would see th...
TOPkoolgal: You are absolutely right! It is nothing but a Trump stock, with poor fundamentals.
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Shernice軒嬣 2000
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11-01

AI Investment Boom: Is Nvidia's Growth Sustainable?

No Slowdown in Sight: Nvidia's AI Orders Remain Stable $NVIDIA Corp(NVDA)$  This article is written by Shernice, if you like my article please hit the like button.  Since EY proactively resigned from its audit role for SMCI, speculation has grown: could this be due to certain undisclosed financial information within the company? This situation raises concerns about possible future involvement by the SEC, adding a layer of uncertainty. SMCI's stock price has plummeted by 40.7% over the past two days, contributing to a broader downward trend in the Philadelphia Semiconductor Index yesterday. What we should pay close attention to is how AI trends are impacting the semiconductor upstream sector, and in turn, AI’s br
AI Investment Boom: Is Nvidia's Growth Sustainable?
TOPjislandfund: who would have predicted ai so soon so fast. the possibilities are mind blowing. there's no doubt it's here to stay as long as power requirements are met😉
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1.55K
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OptionsAura
·
11-01

DJT Stock Price Plummets! Is It Time to Short?

As the "Trump Trade" gains momentum, shares of Trump Media & Technology Group (TMTG), owned by former U.S. President and Republican presidential candidate Donald Trump, have been climbing over the past month. However, since Wednesday, the stock’s upward trend has reversed. This pullback has also reduced Trump's net worth by over $1 billion.On Wednesday, TMTG’s stock plunged 22%, marking its worst day ever and reversing the strong gains from earlier in the week. On Thursday, the stock continued to drop by nearly 12%, with trading halted several times due to significant volatility.Despite these drops, TMTG’s stock has surged nearly 120% over the past month, nearly doubling Trump’s net worth to $8 billion. Earlier in the week, TMTG’s valuation briefly soared above $10 billion, surpassing
DJT Stock Price Plummets! Is It Time to Short?
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1.45K
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Ultrahisham
·
11-01
AMD’s Long-Term Outlook: Growth, Challenges, and Opportunities Advanced Micro Devices, Inc. (AMD) has experienced significant growth and transformation over the past decade, emerging as one of the most formidable players in the semiconductor industry. Known for its high-performance processors and GPUs, AMD has gained a competitive edge in both consumer and enterprise markets. This article will delve into AMD’s long-term outlook, exploring the factors that may shape its trajectory, from technological advancements to competitive pressures and market opportunities. 1. Product Portfolio and Innovation AMD has steadily expanded its product lineup, becoming a leader in CPUs, GPUs, and APUs for both personal computers and data centers. The company’s successful Ryzen and EPYC series processors hav
AMD’s Long-Term Outlook: Growth, Challenges, and Opportunities Advanced Micro Devices, Inc. (AMD) has experienced significant growth and transforma...
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1.10K
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Futures_Pro
·
11-01

The Impact of Earthquakes on the Japanese Stock Market

Since Japan launched its rate hike, the Japanese stock market has entered a high sideways consolidation stage, with the Nikkei 225 index rising by less than 3% in October. Recently, in the 50th House of Representatives election in Japan, the ruling Liberal Democratic Party lost its ruling position for the first time since 2009, and the Japanese stock market and exchange rate fluctuated greatly in the short term, which brought great uncertainty to Japan's monetary and fiscal policies in the future.There are downside risks to the economyAccording to published data, the Japanese government's second-quarter GDP growth rate was lowered from 0.8% to 0.7%, and the annualized quarter-on-quarter growth rate was lowered from 3.1% to 2.9%. Among them, the month-on-month growth rate of private final c
The Impact of Earthquakes on the Japanese Stock Market
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Binni Ong
·
11-01

Apple recent earnings highlighted challenges in the Chinese market, key levels that truly matters

Strong iPhone sales, especially with anticipation for AI features in upcoming products, contributed to this quarter’s growth. However, $Apple(AAPL)$ highlighted challenges in the Chinese market, with some ongoing sales volatility In this previous article, I mentioned that the stock: attempted to reach its all-time high but closed with a doji formation. This doji suggests profit-taking at the highs. If the price falls below $231, this bullish breakout attempt could fail In a previous analysis, I noted that the stock attempted to reach its all-time high but closed with a doji candlestick formation, indicating profit-taking at higher levels. If the price falls below $231, th
Apple recent earnings highlighted challenges in the Chinese market, key levels that truly matters
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ETF Tracker
·
11-01

Short-Term Treasury Bond ETF Investment Guide

In the current market environment, short-term Treasury bond ETFs are gaining increasing attention from investors. Below is some key information and guidance on investing in short-term Treasury bond ETFs.1. What is a Short-Term Treasury Bond ETF?A short-term Treasury bond ETF is a fund primarily focused on investing in short-term Treasury bonds, typically with maturities of 1 to 3 years. Unlike traditional Treasury bond ETFs, short-term Treasury ETFs hold bonds with shorter maturities, making them more resilient to interest rate fluctuations and carrying lower interest rate risk. For this reason, they are especially popular in a rising interest rate environment or when economic conditions are uncertain.2. Key Advantages of Short-Term Treasury Bond ETFsLow Risk: Shorter-maturity Treasuries a
Short-Term Treasury Bond ETF Investment Guide
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857
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MasterWU
·
11-01

Technical Analysis: UVXY& .SPX

Hello everyone! Today i want to share some technical analysis with you!1. $ProShares Ultra VIX Short-Term Futures ETF(UVXY)$ made a choice: (1) see previous tweet, I marked 10/31 as the last date that UVXY has to made a choice; (2) it did. UP! This breakout is only the first step of a MAJOR CORRECTION phase. (3) if you are familiar with EWT, this ongoing slump is same degree of 2022 correction.2.Now, as promised, by the end of October, I will revisit the heat-map of SPX 500--to see the final scoreboard for the major stocks. The color is mixed, as opposed to the glaring green from wall to wall in mid-October (see the previous tweet).3.Now, $.SPX(.SPX)$ 's monthly candle color turns RED--esp. the long-wick
Technical Analysis: UVXY& .SPX
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