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@Chris23:13F Tracker: Hedge Funds Trim Big Tech, Add Cyclical Exposure
120 fair value for C3 or Fortinet?
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$iShares Global Clean Energy ETF(ICLN)$In the latest US infrastructure and tax bill, there was a share in clean energy."Tax credits for clean energy investment and setting clean energy standards, aiming at reducing carbon emissions in the power sector by 80% and reducing the negotiation volume of the whole economy by 50% by 2030; Impose import duties on polluters"Thought this would be a bullish signal for clean energy.
So should we wait for Thu/Fri or we can ride the wave now?
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So which one will go up next week?Pfizer or BioNt Moderna?
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$MongoDB Inc.(MDB)$so far the trend is steady. hold tight
Still got a long way to go.Now the million $ question: when the Thanos would snap the fingers.
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Ritlecitinib is a small molecule for oral treatment of ulcerative colitis, alopecia, areata, vitiligo and Crohn's disease.It's an inhibitor of Janus kinases 3 and TEC family kinase.
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Watch out in August
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It means a more downturn risks for the 2H of the year?
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Weekend reading, $Alibaba(BABA)$Alibaba AI making an impact in Olympic games
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$iShares Global Clean Energy ETF(ICLN)$US clean energy plan: https://grist.org/energy/bidens-clean-energy-plan-would-cut-emissions-and-save-317000-lives/
Why XPeng and Li both outperform $NIO Inc.(NIO)$?
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$Alibaba(BABA)$still a headache. no clarity on direction yet
Keep an eye on $Dow Chemical(DOW)$$Chevron(CVX)$
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Will watch out this $Applied Materials(AMAT)$
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Will watch out the macro economy and chip supply
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$SEA LTD(SE)$SEA is coming back
$MongoDB Inc.(MDB)$in love with MongoDB. it made my day when all were going south this week
The DOW is coming back.What's the driver last night?The big infrastructure
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