@Terra_Incognita:$GLD DIAGONAL 261016/261023 CALL 387.0/CALL 380.0$ GLD: Take a small profit of 24% on this diagonal spread after holding for 1 week. Gold prices are weaker than my thesis so i going to exit while there is still profit. Bearish market so going to trade a bit lighter to protect downside margin expansion.
@Sasabbat:$OCBC Bank(O39.SI)$ down 5.7% today. Opportunity or trend reversing? Apparently Citi has downgraded them with target price at $27.5 π€¦ββοΈ I personally feel a bit FOMO on the Singapore banks and I will use this setback to add a bit to my dividend portfolio! Let's monitor!
@Sasabbat:$OCBC Bank(O39.SI)$ down 5.7% today. Opportunity or trend reversing? Apparently Citi has downgraded them with target price at $27.5 π€¦ββοΈ I personally feel a bit FOMO on the Singapore banks and I will use this setback to add a bit to my dividend portfolio! Let's monitor!
@NicoleWong:The memory chip supercycle, in two charts. Memory has long been treated as the commodity end of the semiconductor industry. The latest numbers suggest that's changing. π Revenue: In the latest quarter, Samsung's memory division booked $80.5B in sales, SK hynix $SKζ΅·ε士(SKHY)$ $52.8B and Micron $ηΎε η§ζ(MU)$ $41.5B. All three are well above any level since 2016. π° Margins: Micron's EBITDA margin went from β8.9% at its 2022β23 low to 86.1% in its latest quarter. That puts it ahead of Nvidia $θ±ει(NVDA)$ at 67.6%, with SK hynix at 81.4%. In memory, higher prices go almost straight to the bottom line. That works in both directions, and right now it's working in the secto
@ARKK Investment Tracker:ARKK Investment Tracker position change: Decreased position in Pacific Biosciences of California by 434,388 shares, the number of shares held decreased 3.43% compared to the previous period and now represents 0.47% of the total position.
@Sporeshare:$OCBC Bank(O39.SI)$ Wah, it looks like free falling! Quickly take cover! Ocbc Bank - It looks like local bank starting to see selling down pressure. Price Gapped down this morning and the price is down 1.89 to 30.31, more weakness to come. She may go down to test 29.60. Of unable to hold, she may go further downward towards 28.55 than perhaps sliding down toward 25.40 if the coming results is not within expectations. NAV 13.71. Yearly dividend 0.83. Yield is about 2.6%. P/B 2.325. Not a call to buy or sell. Pls dyodd.