Investing in Wynn Resorts $Wynn(WYNN)$   has always been a tale of two cities: Las Vegas and Macau. Recently, my additional investment in Wynn stock reflects a strategic bet on the company’s impressive performance in the Las Vegas market, despite the ongoing challenges associated with its significant exposure to China. Las Vegas Performance: Wynn’s business in Las Vegas has been stellar. The company has shown remarkable resilience and growth in this market, driven by a robust recovery in tourism and gaming activities. This success is underpinned by strong financials and a premium brand that continues to attract high-end clientele. Las Vegas has proven to be a solid anchor for Wynn, demonstrating its capability to generate substantial ca

Few events in the U.K. affect the markets, and this time the Conservative Party, led by "Indian" Prime Minister Sunak, is facing the worst election defeat in its history, and is being heavily criticized from both inside and outside the country.On the other hand, the Communist Party, founded by former Prime Minister Tony Blair, who has a "platonic" relationship with Wendy Deng, won the election by a landslide and is in power for the first time in 16 years, which will have a significant impact on the UK's future economic policy.Economic Policy ShiftFiscal policy: Labor is likely to adopt a more aggressive fiscal policy, increasing public spending and investment.It is expected to raise the corporate tax rate and increase taxes on high-income groups.Energy and environmental policy: Labor is co

$Arista Networks(ANET)$ closed at $357.6 with a YTD increase of 51.46%. In addition to Arista, other SaaS companies like $Snowflake(SNOW)$ and $Cloudflare, Inc.(NET)$ also presented robust growth recently, benefitting from recent sector rotation. $Piper Sandler Companies(PIPR)$ closed at $231.98 and had a YTD gain of 32.66%; $JPMorgan Chase(JPM)$ closed at $205.45 with a YTD rise of 20.78%, After last week's stress tests and news of increased dividends, most banks have recently shown strong performance. For example, although $Bank of America(B

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Investment Summary: My additional investment in Wynn Resorts$Wynn(WYNN)$   represents a strategic decision influenced by both short-term challenges and long-term opportunities. Despite recent volatility and a decline in the share price, the company remains a solid player in the casino and hotel industry, particularly with its operations in Las Vegas and Macau. Current Market Conditions: Wynn Resorts has experienced a downturn in its stock price recently, largely attributed to economic conditions in China affecting its Macau operations. The geopolitical and economic landscape in China continues to be a significant factor for companies heavily exposed to this market. Even though Wynn Resorts reported quarterly earnings that exceeded estim

$FedEx(FDX)$ just released its Q4 FY2024 results, which exceeded market expectations and provided optimistic guidance, with "cost reduction and efficiency" as the key focus for this fiscal year, and increased guidance for FY2025 due to the recent rebound in the logistics business.FDX stock jumped more than 14 percent after hours, approaching a new high.FY2024 Q4 ResultsRevenue rose 0.9% year-over-year to $22.1 billion, beating market expectations of $22.06 billion.Earnings per share (EPS) of $5.41 beat estimates of $5.37, up 9.5% year-over-yearAdjusted operating profit was $1.87 billion, higher than the $1.82 billion expected and the $1.77 billion reported in the same period last year;The company has also raised its guidance for FY2025, theRevenue

$NVIDIA Corp(NVDA)$ , known as the "AI leader", fell sharply by 6.7% on Monday trading, the largest single-day decline in two months, and entered a technical correction stage. At present, NVIDIA has fallen for three consecutive days, falling more than 16% from last Thursday's high. The company's market value has fallen back to below US$3 trillion, ranking third in the US stock market.Affected by this, the $S&P 500(.SPX)$ fell to a new one-week low for three days in a row. However, looking at sectors, the energy, financial and public utilities sectors performed well, each rising by about 1%. A brief break for large U.S. technology stocks may bring hope to other sectors."Nvidia is like a rocket ship. Wh

Semiconductor stocks seems to cool off?Yesterday's market expectations for $NVIDIA Corp(NVDA)$ shareholder meeting and $Micron Technology(MU)$ financial report didn't bring good news. Some views believe that Nvidia will hit $110 in the short term.Have funds shifted to other sectors? $Amazon.com(AMZN)$ and $Tesla Motors(TSLA)$ both surged 4% yesterday.What to look at: big tech, weight loss drugs, or finance? $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ finally saw overdue gains. $Tesla Motors(TSLA)$ wi

$Rivian Automotive, Inc.(RIVN)$ is roaring back into the spotlight after a turbulent year. Volkswagen's recent announcement of a $1 billion (with the potential for an additional $4 billion) investment has sent their stock price soaring 30%. While this is great news for Rivian in the short term, as someone who follows the EV market closely, I remain cautiously optimistic about their long-term prospects. There's no denying that Volkswagen's investment is a significant vote of confidence in Rivian. This new partnership could provide much-needed capital to fuel their growth and potentially lead to technological collaborations that benefit both companies. The additional funds could also help them weather the current storm of slower-than-expected EV ad