jazzyco
jazzyco
Hosts study groups for friends interested in US stock investing.
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avatarjazzyco
2023-03-22
$Baozun(BZUN)$A majority of Gap’s and Gap China’s losses in 2021 and 2022 could be attributed to supply chain issues from Covid related issues. Closure of factories in Vietnam where a majority of Gap clothing are manufactured led to low inventory, loss of sales and the high cost of re-routing and airlifting stock to destinations. Baozun says it’s eliminating such issues by moving manufacturing to China and using its strong logistics and warehousing. A turnaround to growth a profitability will most likely come earlier than expected
avatarjazzyco
2022-12-29
Say that last Friday Yinn rose 6%, really just 6%, of course, intraday more than 8%. In fact, it is not a blind guess, because Yinn's target is in Hong Kong stocks, so Yinn's rise can be extrapolated according to the closing increase of Hong Kong stock targets. Since Yinn trades in U.S. stocks, it will also be affected by the general trend of U.S. stocks, and will be affected by targets listed in both Hong Kong and the United States, such as Alibaba. Therefore, it is estimated that the intraday should be able to rush through 3%, and the closing is unknown. $Author: Behavioral Finance StrategiesLink: https://xueqiu.com/3620164159/208503966Source: SnowballThe copyright belongs to the author. For commercial reproduction, please contact the author for authorization, and for non-commercial repr
avatarjazzyco
2023-03-07
$Canaan Inc.(CAN)$ I have a small position in this and it's not surprisingly shadowed the price of bitcoin. $Imperial(IMO)$ IMO there are so many moving parts to consider that it's difficult to guage long term value. The mining technology will continue to advance rapidly and it will be paramount for CAN to remain cutting edge. Additionally, the whole concept to crypto currency is not backed by any entity nor tied to any hard or tangible asset. That said, as the leading financial countries of the world transition to digital currencies and paper money disappears one might presume or speculate that a generous share of personal wealth may move into crypto to avoid respective government
avatarjazzyco
2022-12-12
In the e-cigarette track, there are many so-called stocks classified into the e-cigarette sector, but I think there are only three stocks of $Fog Core Technology (RLX) $$Smaller International (06969) $and five rounds of technology whose real main business is e-cigarette. The three stocks are listed on the US stock market, Hong Kong Stock Exchange and the New Third Board respectively. Other so-called e-cigarette stocks in the sector are part of the main business of e-cigarette related industries, not the main business$RLX Technology(RLX)$
avatarjazzyco
2022-03-16

Palantir: A Deep Dive Assessment For Long-Term Investors

Research Thesis In thefirst part of this investment research for Palantir Technologies Inc. (PLTR), I have explored the qualitative aspects of its business model, strategy, economic moat, product offerings, real business case examples, and applications of its three platforms. In the second part of my research, I dive into the company's leadership, culture, risk assessment with particular emphasis on the Stock-based compensation (SBC) and a detailed company valuation through the application of a Discounted Cash Flow (DCF) model. It is evident that the stock hype is over, and PLTR has plunged since its direct public offering (DPO) in September of 2020 and from all-time-high levels. Nevertheless, a performance benchmarking approach suggests outperformance compared to ARK Innovation ETF (ARKK)
Palantir: A Deep Dive Assessment For Long-Term Investors
avatarjazzyco
2022-11-15
This company could be doing so much better if it actually had a fiscally responsible CEO. However there are many people that disagree with me and think Sundar is actually doing a good job. Yes times are bad but Sundar failed to adjust quickly enough to these bad times. It's his slow decision making that's the problem.$Alphabet(GOOG)$
avatarjazzyco
2023-03-20

SoFi Technologies: The Gift Has Arrived

SoFi Technologies: The Gift Has ArrivedJustin Sullivan$SoFi Technologies Inc.(SOFI)$(NASDAQ:SOFI) has lost its pre- and post-earnings sizzle, impacted by the recent banking crisis that took down Silicon Valley Bank (SIVB) and Signature Bank (SBNY).As a financial services provider in the US, we believeit's unavoidable that the risk-off selloff also affected SOFI, as astute investors leveraged its earnings surge to digest recent gains.In ourpre-andpost-earningswrite-up, we cautioned investors not to chase the euphoria in SOFI, as its price action was highly unconstructive. Hence, we aren't surprised that SOFI stock has underperformed the S&P 500 (SPX) (SPY) since then, as investors reassess another entry opportunity for the Anthony Noto-led comp
SoFi Technologies: The Gift Has Arrived
avatarjazzyco
2023-01-05
China’s factory activity shrank for the third straight month in December and at the sharpest pace in nearly three years as Covid infections swept through production lines across the country after Beijing’s abrupt reversal of anti-virus measures.The official purchasing managers’ index (PMI) fell to 47.0 from 48.0 in November, the National Bureau of Statistics (NBS) said on Saturday. Economists in a Reuters poll had expected the PMI to come in at 48.0. The 50-point mark separates contraction from growth on a monthly basis.The drop was the biggest since the early days of the pandemic in February 2020.$FTSE China Bear 3X Shares(YANG)$
avatarjazzyco
2023-03-13
I think we see a really big run in robotic stocks like we saw a run in $C3.ai, Inc.(AI)$ stocks. Three that came to mind are $Myomo Inc.(MYO)$ $Viomi Technology Co.(VIOT)$ $Microbot Medical Inc(MBOT)$ MYO - No risk of another offering and featured in best penny stocks under $1.00 Myomo, Inc. (NYSE:MYO) is a Boston, Massachusetts-based medical robotics company known for providing increased mobility for those suffering from neurological disorders and upper-limb paralysis. The company has developed and patented arm braces to restore function in paralyzed or weakened arms. VIOT - Viomi
avatarjazzyco
2022-11-21
wow you guys are not joking. You let spam post every minute but won't let my comments post because I criticized you guys for taking a full day to allow my very civil and fact based comment to post here yesterday? Neither post has been approved since yesterday at 1:00! You guys obviously want this site to die because I am a very average to good member and you have now lost me. I used to love this site. Bye$Unity Software Inc.(U)$
avatarjazzyco
2022-11-24
iQIYI (IQ) posted Q3 non-GAAP earnings of 0.21 renminbi ($0.03) per diluted American depositary share, compared with a non-GAAP loss of 1.76 renminbi per ADS a year ago.Analysts polled by Capital IQ expected normalized earnings of 0.26 renminbi.Revenue for the quarter ended Sept. 30 was 7.47 billion renminbi, down from 7.59 billion renminbi a year ago. Analysts surveyed by Capital IQ expected 7.29 billion renminbi.$iQiyi Inc.(IQ)$
avatarjazzyco
2023-01-06
Amazon will be pulling the remainder of MGM content from NFLX over the years. FOX, Paramount, Disney will be pulling the last bit this year and next. What good content will it have? If the big name studios stop producing hit seasons for Netflix and instead put on their own steaming platform what does the future growth look like?$Netflix(NFLX)$
avatarjazzyco
2022-12-05
I guess the hedge funds got together and made their money yesterday. It took them weeks to buy those shares at #2.00-$2.25 but only one day to sell them for a $15 million profit. What amazes me is that they do it over and over again and continue to get away with it. Now they will run the stock down and buy up more for the next quarterly report. I guess I should go back to trading this stock again like I was before. I still believe this stock is a winner starting 4-6 months from now and continuing to climb upwards all next yearand then expect another sub increase in late 2023 or early 2024 when this stock will be riding high$iQiyi Inc.(IQ)$
avatarjazzyco
2022-12-01
Be Careful with these Chinese stocks. If they get delisted or delist themselves from the US exchange You are stuck in it and can't buy it or sale it. They may buy your shares and may not or buy them at a discount. Nothing you can do about it. You may not see your money for years. I made that mistake once and won't be doing it again.$RLX Technology(RLX)$
avatarjazzyco
2022-11-18
Sometimes, if the market is nervous, there is a big selloff across the board on Fridays. I have placed an order for another 500 shares at $11.02 just to see if I can get lucky. as a long term investor I don't really care what the price is day to day, next week, or even next month. Well, I do care, but only to the extent that I hate to miss a bargain if people get panicky.$Lucid Group Inc(LCID)$
avatarjazzyco
2022-11-16
All depends on earnings, margins, and guidance/outlook. If in line, we will see a good day on the upside. See the comments below from a poster that has been in china at one of their locations and he knows they have a huge market opportunity. They have had the government approval for manufacturing and the ability to drive better margins with more efficient production costs, and more sku products. In addition, they will open up new markets in the near future. Regardless what happens in the near term, I believe their long term outlook is very promising. Only 15 hours until we find out. Cheers.$RLX Technology(RLX)$
avatarjazzyco
2023-03-23

AMC: Apes Will Run Wild Again

AMC: Apes Will Run Wild AgainSummaryAMC reported fiscal 2022 fourth quarter earnings that saw cash flow from operations decline markedly from the prior quarter but was still a loss.Cash and equivalents are tumbling as total long-term debt remains rigid and interest expenses ramp up.A lawsuit to block the conversion of its preferred shares to common equity presents a material and potentially existential risk if successful.Anne Czichos/iStock Editorial via Getty ImagesThere's a scene in the Avatar: The Way Of The Water movie where the protagonist Jake Sully, towards the end of the third act, has to face the villain in a fight to the end as theship they're in sinks and as the fate of his family whose also on the ship remains uncertain. $AMC Entertainment(
AMC: Apes Will Run Wild Again
avatarjazzyco
10-18
$MicroStrategy(MSTR)$ To me, MSTR in last 24 hrs is doing what I expect and what it does majority of the time….its trend is in same direction as BTC. Bitcoin up over 1% since yesterday and MSTR is up over 2%. This is the sole reason I bought MSTR.
avatarjazzyco
2023-03-15

Micron: DRAM Industry Dynamics, In Recovery

Micron: DRAM Industry Dynamics, In RecoveryvzphotosWe continue to be buy-rated on $Micron Technology(MU)$ (NASDAQ:MU). We expect MU provides an attractive entry point for long-term investors, as we believe DRAM dynamics will improve toward the end of the year. DRAM still makes up most of MU's totalrevenue, accounting for69%; hence, our bullish sentiment on the memory company is deeply intertwined with our expectations for industry DRAM dynamics.MU, SK Hynix, and Samsungdominatethe DRAM market, with MU retraining a market share of nearly 27% as of the third quarter of 2022. The semiconductor market has suffered a significant collapse in demand over the past year; revenue from the sale of memory chips, which make up25%of all semiconductor sales, was d
Micron: DRAM Industry Dynamics, In Recovery
avatarjazzyco
2022-11-28
In terms of US stocks, the three major indexes ended up and down at different levels last Friday. The Dow rose 0.45%, the highest since April 22, and rose 1.78% last week; The S&P 500 index fell 0.03%, up 1.53% last week; The Nasdaq fell 0.52% and rose 0.72% last week. United's ADR rose by more than 13%, and last week's ADR rose by more than 62%. Most large technology stocks fell, while Apple, Google, Nvidia and Intel all fell more than 1%. Popular Chinese stocks fell. The NASDAQ China Golden Dragon Index fell 3.28%. Last week, it fell 5.96%, ending the previous three weeks of continuous gains. Bili Bili fell by more than 7%, JD fell by more than 5%, Weibo fell by more than 4%, Weixiaoli, Alibaba, Tencent Music and Baidu fell by more than 3%, and iQiyi, Netease and Pinduoduo fell by mo

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