twinkle5
twinkle5
Uses public transport time to read articles on US stocks.
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10-31 16:57
$Meta Platforms, Inc.(META)$ The issue is/was META killed Q2 earnings, raised Q3 guidance and yes it topped top/ bottom but traders took it too high in share price to confirm $600+ yet…. It down here as this is what traders believe is FV… gl
$SoFi Technologies Inc.(SOFI)$ Imagine with approximately 18% short, what would happen if Sofi came up with a huge beat next week!!!I am licking my chops!!!I trimmed some of my holdings, still have a fair amount😋.It's a win-win for me no matter what happens, my target is around $14/share since Sofi busted thru $10.52 with Cup/handles formation for a 30% plus upside.
$HSI(HSI)$ Those who can capture all the gains leading up to and including holidays, including days like today, are the ones who have weathered losses and genuinely believe in China. Such rewards are well-deserved for those who have stayed committed to their optimism in the country. 🇨🇳
$Taiwan Semiconductor Manufacturing(TSM)$ TSMC's earnings report has outperformed expectations, which has given a boost to the semiconductor industry. In terms of liquidity, Japan's recent economic data have been consistently missing forecasts, leading to market expectations that the Bank of Japan (BOJ) won't be able to raise interest rates. As a result, the JPY carry trade has made a comeback once again.
$Fangdd Network Group(DUO)$ How to save China's real estate market? Relying solely on policies might not be effective, as many people have been hurt by the decline in real estate prices over the past few years, and no amount of policy may be able to restore confidence. Currently, there is a simple and ingenious solution: to rapidly increase the stock price of Fangdd to its previous high level, by tens of thousands of times. A stock in the real estate industry increasing by tens of thousands of times would certainly shock the nation and the world! And increasing by tens of thousands of times would merely bring it back to its previous high level. In this way, both the stock and real estate markets would be completely turned
$Alibaba(BABA)$ Kuaishou and Alibaba are both in my portfolio. The downside risk for Kuaishou is minimal due to share buybacks, future predictable profits, and high return on equity (ROE).Of course, the downside risk for Alibaba is also limited. Personally, I believe Kuaishou has greater upside potential.An important value logic for Kuaishou that has been overlooked is its high ROE. Moreover, the profits are in pure cash, with almost no inventory and bad debts, or provisions.Assuming a profit of 16 billion this year and 20 billion next year, this year's ROE would be 16/49 = 32.65%, and next year's ROE would be 20/65 = 30.7%.This ROE is very impressive. Even if it falls to 20% in the next 3-5 years, it would still be excel
$Palantir Technologies Inc.(PLTR)$ As long as you are truly “longs”, you should celebrate the opportunity to get more cheap shares. It will come back and do great. A temporary price drop is great for longs. A lot more shares get bought up and put on lock down.
$SoundHound AI Inc(SOUN)$ Now we know why SOUN was up today.New holders, and existing holders adding significantly.The SOUN PR person should be fired.Using Facebook to make such announcements, as opposed to a more legit news wire is just dumb.That said... go look at their Facebook page.
$Micron Technology(MU)$ Wednesday before open...the two key AI leading indicators will have reported earnings and outlook...in particular ASML ....with long lead times
$MEITUAN-W(03690)$ The timing of the Hong Kong and mainland China stock markets is not always synchronized.This year, the Hong Kong stock market has already stabilized and rebounded for two to three quarters, and many leading stocks in Hong Kong have seen considerable increases. Tencent, Ctrip, Meituan, and others are no exception. From a domestic perspective, it may seem that the pullback of leading stocks in Hong Kong is quite deep, but looking back over a longer period of time will provide a more comprehensive and objective view.
$CrowdStrike Holdings, Inc.(CRWD)$ The business model is indeed very good, and the high growth rate of the past few years has also reflected the competitiveness of the product. It's just that the management is so poor that the product was launched on a large scale without going through a gray-scale test. A large number of lawsuits have affected the assumption of continuous operation. In the short term, it seems that $Microsoft(MSFT)$ and Sentinel are the most benefited.
$Apple(AAPL)$ currently, the S&P 500 (SPX) and the SPDR S&P 500 ETF (SPY) are more stable compared to the Invesco QQQ Trust (QQQ). The large blue-chip companies within QQQ are competing for resources. Microsoft's stock dropped by $2 at the end of the day from $421, while Apple's stock, on the other hand, rose.
$.IXIC(.IXIC)$ The onshore Nasdaq index tends to move in the opposite direction to the overall market, which I believe is due to the quantitative strategies of institutional allocations. Therefore, I don't understand what those people are talking about (specifically referring to any nonsense beyond the topic of easing monetary policy). It is possible to take long positions in the onshore Nasdaq index.
$Tesla Motors(TSLA)$ Just guessing. But, when it comes down to paying a teenager $20/hour, which is $40,000 a year without overtime, or Nothing per hour to the Optimus bot for the same job, I gotta believe that Musk has made the right call again, developing these soon-to-achieve-autonomy' humanoid robots, especially since the Optimus probably cost under $30,000 for the complete robot and it keeps getting wireless upgrades as long as it 'lives' on the Employee rolls, so, it will mop floors and police the parking lot and clean the toilet without complaining about it. And, Optimus will work ALL the shifts for its price, multiplying its value.
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ As I'vesaid, on a technical level, no matter how Huawei, BYD, or others may try to compete or challenge, Tesla doesn't really care because they're simply not on the same technological level. No matter what kind of competition arises, Tesla will always stand at the pinnacle of the world in terms of intelligent driving technology...
$SSE Comp(000001.SH)$ The main force just fluctuates up and down by 1-2 percentage points every day, playing this way for a month can leave retail investors with nothing at all! Even if you know how to trade intraday (do T), but don't know when to take profits and exit, you can still get deeply entangled!
$Celsius Holdings, Inc.(CELH)$ There’s a type of buyers remorse psychology where you can’t stop believing “maybe it will get better”. You get locked into that mindset and you just watch your money disappear.
$Microsoft(MSFT)$ It’s difficult to time the market; thus, I am not a day trader. I regularly accumulate few shares to hold LONG term (I wish I could afford large quantity). MSFT excellent performance & the best big CAP stock
$Trump Media & Technology(DJT)$ Even the "Bond King" Bill Gross has joined the frenzy of options trading in Trump Media. He sold PUT options at $45 and sold CALL options at $95. Currently (with DJT at $66), the volatility is at 250% (while the VIX volatility is only 13%), making the cost of options very high. Gross would only incur a loss if the price rises to $95 and the volatility reaches 280%.----------The big shots on Wall Street are slowly getting involved.
$Amazon.com(AMZN)$ acting better, trying to recover from its poor earnings report. This one looks like it is going for the gap fill here, next level of resistance would be back to 200. Bullish if it can reclaim 190 level here

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