Hello everyone! Today i want to share some technical analysis with you!1. $Broadcom(AVGO)$ reported Q4 earnings after hours today with Non-GAAP EPS of $1.42 which by estimates by $0.03 on revenue of $14.06B an increase of more than 50% from the prior year. Additionally, AVGO bumped their dividend a healthy 11% to $0.59 from $0.53.2. $Costco(COST)$ announced Q1 earnings today with Non-GAAP EPS of $3.82 topping analyst expectations by $0.03 on revenue of $62.15B (beat by $150M) an increase of 7.5% YoY.3. $Tesla Motors(TSLA)$ has quite the lead on $Rivian Automotive, Inc.(RIVN)$ in terms of total deliveries per year.4.The a

Hello everyone! Today i want to share some trading analysis with you!Ever heard of the PEG ratio? Peter Lynch’s go-to metric: under 1.0 signals a bargain, over 2.0 looks pricey -- let’s see how Big Tech measures up as we enter 2025 🧐 $Amazon.com(AMZN)$ , $Microsoft(MSFT)$ , $Alphabet(GOOGL)$ , $Apple(AAPL)$ $NVIDIA Corp(NVDA)$ , $Tesla Motors(TSLA)$ , $Meta Platforms, Inc.(META)$ $Salesforce.com(CRM)$ , $Advanced

Unveiling the Cybersecurity Leaders Securing AI’s Next Stage 🧐The AI revolution isn’t just the latest and greatest technological upgrade -- it’s about to turn every industry upside down, flooding enterprises with data at a scale once unimaginable. Managing it is daunting. Analyzing it is vital. But protecting it? That’s where the stakes rise to existential levels, which is why cybersecurity remains one of the stickiest thematics within AI, set to take the spotlight during Stage 2 of AI adoption. With AI now woven into daily workflows and business processes, enterprises face a twofold challenge -- scaling operations to match AI’s potential while warding off increasingly sophisticated cyber threats.Let’s start at the edge -- the devices connecting us to the digital world.

Hello everyone! Today i want to share some trading ideas with you!1.Here's Why $ASML Holding NV(ASML)$ is One of the Favorite Names Entering 2025 🧐The digital world hums with the silent energy of semiconductors -- a vast and intricate network that powers everything from our smartphones to the engines of artificial intelligence. At the heart of this extraordinary ecosystem lies ASML, a company that doesn’t just play the game; it writes the rules. As AI charges forward, reshaping industries at an almost surreal pace, the demand for semiconductors capable of mind-bending computational feats grows exponentially. And ASML, with its unrivaled mastery of Extreme Ultraviolet (EUV) lithography, isn’t merely meeting this demand -- it’s thriving where others

SoFi Technologies, Inc., (SOFI) provides various financial services in the US, Latin America & Canada. It operates through three segments; Lending, Technology Platform & Financial services. It is based in San Francisco, CA, comes under Financial Services sector & trades as “SOFI” ticker at Nasdaq. As mentioned in the last article, SOFI confirmed bullish sequence as it broke above July-2023 high. Currently, it favors upside in (3) of ((1)) & expect rally to finish sequence from August-2024 low between $13.51 – $18.13 area. Later, it should pullback in ((2)) in 3, 7 or 11 swings, which provide buying opportunity. SOFI – Elliott Wave Latest Daily View:  It made all time low at $4.24 in December-2022 & then resume higher. It is showing higher high sequence since Decemb

Hello everyone! Today i want to share some trading ideas with you!1.My top holding, $Palantir Technologies Inc.(PLTR)$ , reports earnings on Monday -- here’s what I’m expecting 🧐 The explosion of AI is pushing companies to adopt smarter, faster, and more efficient tools -- and Palantir is seizing the moment. Known for its advanced data solutions, Palantir’s AIP is fast becoming a go-to for organizations looking to leverage AI in mission-critical environments. As AI demand grows -- Palantir’s suite of products positions it perfectly to capture both government and commercial sectors.AIP Bootcamps Fueling AdoptionPalantir’s AIP Bootcamps have redefined customer acquisition. These immersive, hands-on sessions allow potential clients to experience the

Here's why I doubled my $TransMedics Group, Inc.(TMDX)$ position in the past 24 hours 👇 The growing demand for organ transplants has created a critical need in healthcare, and TransMedics is addressing it with its cutting-edge Organ Care System (OCS). This platform overcomes the limitations of traditional preservation methods by maintaining organs outside the body for extended periods. By simulating the body’s natural environment, the OCS keeps hearts, lungs, and livers viable longer, improving organ quality, expanding donor-recipient matches, and ultimately increasing transplant success rates. Its impact is significant --reducing wait times and saving more lives.Expanding with New MilestonesTransMedics isn't just keeping up with growth -- it’s le

Hello everyone! Today i want to share some technical analysis with you!1.The stock market took a hit today, with the S&P 500, Dow Jones Industrial Average, and Nasdaq Composite all experiencing losses. The main culprits behind this sell-off were geopolitical tensions and a strike by the U.S. port workers. *Key Factors Contributing to the Sell-Off:* -Geopolitical Tensions: Iran's missile attack on Israel sparked concerns, leading to a flight towards safer assets like the U.S. dollar, gold, and Treasuries.-U.S. Port Strike: The strike on the East Coast affected shipping activity, retail, and industries reliant on imports from Europe, causing worries about goods inflation and supply chain disruptions.-Weak Manufacturing Data: The ISM Manufacturing PMI reading of 47.2% indicated continued

2018年12月（差不多6年前），央企 $哈尔滨电气(01133)$ （H股市值15.7億元，H +內資總市值51.9億元）獲母企提出私有化，母企出價每H股4.56元，較當時市價溢價82%。2019年5月，在相關EGM中，H股股東投贊成票佔88.3%，距私有化成事門檻90%僅差1.7個百分點之微，私有化失敗。哈電現價2.32元，當年私有化作價較現價高出近1倍，而哈電今年預測盈利又創十五年以來新高。哈電有再度獲提私有化誘因，現價值博率具吸引力。1️⃣ 哈電是國內主要電力設備生產商之一，業績黃金期在2006至2008年，平均每年賺12.6億元人幣，2007年歷史高價29.22元，歷史最高PE 90倍、PB 6.0倍。✏️ 中績暴增5.16倍2️⃣ 2023財年（12月年結），哈電營收292.5億元人幣，增17%；純利5.75億元人幣，激增4.8倍，受惠於撥備改善。2024財年上半年，哈電營收172.6億元人幣，按年大升25.4%；半年純利5.23億元人幣，按年暴增5.16倍，並已等於去年全年的91%，公司7月中已發盈喜（7月16日 股價由2.57元衝上3元）。中期業績猛進，主因是期內全國發電裝機總容量按年增長14.1%，哈電主要產品市場訂單保持較好水平，經營發展穩中有進。中績之後股價回落近2成，是因為今年6月底正式合同簽約額260.25億元人幣，按年跌20%。2024財年下半年，哈電盈利料遜於上半年，但全年盈利預測9.5億元人幣（EPS 0.42元人幣），增幅仍高達65%，創十五年來最高。現價預測PE 5.0倍、PB 0.32倍。3️⃣ 電力設備同業上海電氣（2727）與東方電氣（1072），今年平均預測PE 9.7倍，哈電折讓48%。同業今年平均預測PB 0

$Palantir Technologies Inc.(PLTR)$ As an inflection investor, my strategy revolves around making difficult, often contrarian, decisions at key moments of change in a company's narrative.I make moves when others are either overly enthusiastic or too pessimistic, always seeking value where it is hidden.Palantir has been an exciting journey, but the fact that PLTR's CEO, Alex Karp, sold 10% of his stake should raise questions from its shareholders.While some might view this sale as insignificant, it signals to me that even the captain may not be fully confident in the ship's future course. Combined with the high valuation and the uncertainties ahead, this diminishes the investment’s appeal.In investing, it's important to kno

Hello everyone! Today i want to share some trading ideas with you!1.Fair Value Gaps (FVG) are spots on a price chart where the stock price quickly jumps, leaving gaps due to minimal trading. These gaps are key for predicting price movements -- as they often get 'filled' when prices return to establish a consistent value. If FVG interests you -- check out the Price Action Concepts Indicator from LuxAlgo for $iShares Russell 2000 ETF(IWM)$ to see where small-caps might continue to pull back 🧐2.🚨 August 2024 CPI Report 🚨CPI• YoY: 2.5% vs Est. 2.5%; 2.9% priorCore CPI• YoY: 3.2% vs Est. 3.2%; 3.2% prior $Cboe Volatility Index(VIX)$ $SPDR S&P 500 ETF Trust(SPY)$ Foll

$Zscaler Inc.(ZS)$ , one of the top cybersecurity stocks in the market is down ~22% in the past week -- is this a buying opportunity? 🤔 Zscaler stands as a leader in cloud-based security, specializing in secure access to applications and data across private and public networks. As organizations increasingly move towards a cloud-first approach, Zscaler's services are pivotal for enabling secure digital transformation. Zscaler's competitive advantage lies in its unique position within the Security as a Service sector. Its cloud-native architecture enables it to provide a scalable and integrated security solution that traditional on-premises security providers struggle to match. This architecture allows for seamless user experiences and superior threat

Hello everyone! Today i want to share some trading ideas with you!My perspective on $Celsius Holdings, Inc.(CELH)$ problem 👇 Celsius's business model primarily depends on bulk purchases by $PEP, who then distributes the products to retailers. This quarter, however, Pepsi's orders have significantly decreased, with purchases dropping to about $130M from $212M in the same period last year. This reduction is attributed to Pepsi's management of its existing inventory levels, rather than a decline in consumer demand for Celsius products. Supporting this view, retail data indicates a positive trend -- a 10% increase in direct sales from stores this quarter. This scenario is actually more normal than most would think in a consumer brand product cycle --

Hello everyone! Today i want to share some trading ideas with you!1.As enterprises intensify their focus on integrating AI to stay competitive, there's been a noticeable shift away from traditional software projects, like launching new SaaS operations. This pivot is driving significant gains for hyperscalers such as $Amazon.com(AMZN)$ , $Microsoft(MSFT)$ & $Alphabet(GOOGL)$ , as well as companies like $NVIDIA Corp(NVDA)$ , which are well-positioned to benefit from the increased investment in AI capabilities. Meanwhile, the broader software market is bracing for a weaker year due to this shift in priorities.While