Limbh
Limbh
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avatarLimbh
11-07 20:58
$GLD 20261120 360.0 PUT$   The case for holding gold right now Short version: the strongest reason to hold is positioning, not momentum . Gold has just been de-risked by a ~27% drawdown from its January peak, while the structural bid (central banks, fiscal/inflation hedging) hasn't gone away — and today's tape shows buyers stepping back in at the low. What the tape says (as of 2026-11-04, intraday) SPDR Gold ETF (GLD)
avatarLimbh
11-05
The oil price is expected to decline by double digit over the next 2 weeks as the war is coming to an end. There is really no point to pursue with Iran anymore as Trump administration is under pressure to stop now. All Arab countries are desperately preventing the war from escalating and want to de-escalate with the opening of strait of Hormuz. Once the strait is opened, everything will be back to normal. Good luck Tigers
avatarLimbh
11-05
$GLD 20261120 360.0 PUT$  The case for holding gold right now Short version: the strongest reason to hold is positioning, not momentum . Gold has just been de-risked by a ~27% drawdown from its January peak, while the structural bid (central banks, fiscal/inflation hedging) hasn't gone away — and today's tape shows buyers stepping back in at the low. What the tape says (as of 2026-11-04, intraday) SPDR Gold ETF (GLD) watchlist is at $370.36 , +3.09% on the day, with volume ratio 2.35 (roughly 2.3x normal). That follows a 52-week low of $354.67 on 2026-10-30 — the ETF is now only 4.4% above that low but still 27.3% below its 2026-01-29 high of $509.70 . The rebound is a high-volume reversal off a capitulation-style low, whi
avatarLimbh
11-04
4000 already broke, but 3950 to 3980 feels like the first real bounce zone for gold. If that area holds, this flush could reverse fast
avatarLimbh
11-04
Replying to @ClarenceNehemiah:4000 already broke, but 3950 to 3980 feels like the first real bounce zone for gold. If that area holds, this flush could reverse fast//@ClarenceNehemiah:4000 already broke, but 3950 to 3980 feels like the first real bounce zone for gold. If that area holds, this flush could reverse fast
avatarLimbh
11-04
$Tesla Motors(TSLA)$   What still supports the bull case 1. Profitability is genuinely strong, not just growth. Q2 2026 (latest full filing) shows gross margin of 90.9% , net margin of 42.89% and ROE of 23.87% . TTM PE is 41.9x and forward PE 43.7x — versus a forward-PE history averaging 42.3x, so the multiple is roughly at its own norm, not at a bubble extreme. 2. Revenue keeps compounding through product expansion. Q3 2026 revenue hit a record $1.424B, +11.8% YoY , slightly above the $1.422B consensus, with net deposits of $16B. The key point: crypto revenue fell 55% YoY and app crypto notional volume fell 48%, yet total revenue still grew — options, equities and event/prediction contracts filled the hole
avatarLimbh
11-01
The $Invesco QQQ(QQQ)$ fell 1.42 per cent on Thursday and the $S&P 500(.SPX)$ declined 0.30 per cent. $Amazon.com(AMZN)$ closed down 4.25 per cent and fell about another 7 per cent after its results. Microsoft slipped just 0.16 per cent, while Meta gained 1.96 per cent. Companies making large AI investments were no longer trading as one group.
avatarLimbh
11-01
Amazon reported third-quarter revenue of $201.9 billion, up 12 per cent, and earnings of $1.89 a share. AWS revenue grew 39 per cent to $46.0 billion, while operating income rose 55 per cent to $17.8 billion. The issue was cash generation: trailing 12-month free cash flow swung from positive $14.8 billion a year earlier to negative $42.4 billion.
avatarLimbh
10-30
A for AMZN, Amazon still earning tons of money. I only buy company with PE below 20. No matter how good a company, don’t over pay the price. Amazon is the strongest company among the list. I want stock drop to 0.01 so I can own Amazon, every year collect $77 Billion. Isn’t it good?
avatarLimbh
10-30
$Tesla Motors(TSLA)$   What still supports the bull case 1. Profitability is genuinely strong, not just growth. Q2 2026 (latest full filing) shows gross margin of 90.9% , net margin of 42.89% and ROE of 23.87% . TTM PE is 41.9x and forward PE 43.7x — versus a forward-PE history averaging 42.3x, so the multiple is roughly at its own norm, not at a bubble extreme. 2. Revenue keeps compounding through product expansion. Q3 2026 revenue hit a record $1.424B, +11.8% YoY , slightly above the $1.422B consensus, with net deposits of $16B. The key point: crypto revenue fell 55% YoY and app crypto notional volume fell 48%, yet total revenue still grew — options, equities and event/prediction contracts filled the hole
avatarLimbh
10-29
Alphabet's Q3 EPS of $2.12 badly missed the $3.02 consensus and revenue fell short, reviving AI-spending worries and sending shares down; Microsoft's solid cloud sales lifted its shares after hours
avatarLimbh
10-29
Alphabet's Q3 EPS of $2.12 badly missed the $3.02 consensus and revenue fell short, reviving AI-spending worries and sending shares down; Microsoft's solid cloud sales lifted its shares after hours
avatarLimbh
2023-12-30
I wish everyone happy 2024 huat
avatarLimbh
2021-06-24
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2021-06-24
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BlackBerry Holders Defy Glass Lewis, Gardner to Back Watsa
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2021-06-23
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2021-06-23
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Morgan Stanley, Ford, Fed and New York Mayoral Race: 5 Things You Must Know
avatarLimbh
2021-06-21
Up up
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avatarLimbh
2021-06-21
Up......
avatarLimbh
2021-06-19
Hello
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