Let's not forget the highly anticipated March 18 keynote by NVIDIA CEO Jensen Huang.  There is a possibility of exciting announcements on March 18 which could further boost momentum of NVIDIA. As long as there are no drama from now till March 18, we could potentially see the stock marching towards $1k on March 18, surpassing Apple's market cap while Apple has some demand issues to fix and being delayed in the AI race.  Furthermore, thinking long term, NVIDIA last splitted its stock on July 2021 at around $750. We are above $900 now. I'm excitedly counting down, are you?[Miser]  $NVIDIA Corp(NVDA)$  

My view is we cannot expect another roaring share price surge for Tesla, simply because the situation now is very different. Against the backdrop of highly elevated uncertainty, with issues ranging from record high inflation numbers, a very adamant Fed raising rates to assuage inflation, the ongoing conflict at Ukraine and the increasingly deteriorating relationship between China and the US. I really like Tesla and I reckon we can expect some nice gains but nothing near repeating the 60% surge back in 2020. 

In my view, as long as the Russia-Ukraine conflict persists and there are no clear signs of a de-escalation, then the price of oil will remainhigh. Noted on the recession fears that could drive down oil price but consumers are still spending, passengers are still flying and the covid situation looks better as China starts to open up.

Well the rally has started and it surged to where it is now ($1094 at the time of writing) after the stock split news. [Miser] 

Despite around a week of production halt (since March 28) at Tesla’s Shanghai factory due to the city’s two-stage lockdown, Tesla managed to deliver a record 310,048 cars in Q1 and the numbers are impressive!How impressive you may ask. Considering that the output from Shanghai factory is a huge one that surpassed even the Fremont, California factory (which is Tesla’s first plant), one may think the Q1 production numbers will be hit hard as a result of the production halt. But that is not much the case as expectations were some 308,836 cars delivered according to Refinitiv. Now let us take a look at the same period last year, Tesla has delivered 184,800 cars. That is some nice growth: up 67%+ and that is despite the ongoing challenges from supply-chain to factory production halt. Anoth

It is not about the $NASDAQ(.IXIC)$ and $S&P 500(.SPX)$ falling 3.34% and 1.94% respectively on Wednesday. It is about the concoction of 3 market risks - Persistently high inflation, Omicron spread, Fed tightening policy sooner than anticipated; all 3 coming together. As you can guess, the consequences of those risks to the market may suggest more equities selling ahead.I was initially bullish for the new year 2022 but I am now doubting my view since the Fed suggested in the most recent meeting minutes that the tapering pace would be sped up, rates may be raised sooner and faster along with consideration to reduce the size of their balance sheet. All these measures indicated that easy policy accommod

Everyone is aware of how bearish the global markets are including the US markets, especially today. Nonetheless, let’s consider the thought of premature selling. There are a few key events and outcomes to consider, and look forward to. First, Q3 earnings. We are about a month away from Q3 earnings where banks will kick off the earnings season. Only then we will know whether the stocks current valuation is justified and whether the companies guidance signal a positive or negative outlook. Selling now seems early to me as Q3 earnings season can provide a broader and clearer picture to guide investors decision making. We don’t wish to end up selling quality stocks at a bargain price right now. Second, Fed meetings. Only when the precise timeline of when the Fed is going to taper and by how mu

The S&P500 and the Dow Jones Index had fallen for four trading days this week and the Nasdaq Composite was not spared too, it fell 1.6% for the week. In this situation, it is natural to be tempted to think about selling early to limit more potential losses ahead but also tempted to think about the potential recovery from this terrible week. I like to share here on how I navigate the stormy market weather. First, I try to make sense on the likely factors that are causing the weak week for the broader markets. I think uncertainty sums the factors up nicely. For one, uncertainty about what will be communicated at the upcoming Federal Reserve Sep 21 meeting - the precise timeline when tapering will start and exactly how much will the Fed reduce the pace of asset purchases. Uncertainty abou

Interesting times we are living in, when bad news appears to be good news. Take the disappointing private payrolls number which was just released hours ago. In August, private payrolls rose by 374k which was well off the estimate of 600k. However, judging from the greens in the markets, investors are cheering. The economy may not be growing at an ideal pace which is bad news, but the good news (which I believe from the investors point of view) is that the Fed will continue to support the economy as the Fed noted that there's “much ground to cover” before rate hikes. So the good news amidst the bad news is that we may continue to enjoy accommodative money policies with interest rate hikes off the table for now, which benefits stocks.&nb

Based on history, the next few months are seasonally weak period for equities. The concerns of the potential spread of the highly contagious variant increases downside risk noting that the seven-day average of new daily coronavirus cases was 85,459 as of Monday and news like New York City expecting to require proof of vaccine for indoor dining and gyms may dent positive sentiment and impacting the reopening stocks. With most biggest companies having released earnings and the markets having little reaction along with the upcoming Jackson Hole and FOMC events where the Fed could very well begin discussions on tapering and rates, it is not unreasonable to take some risk off the table and be cautious moving ahead. $S&P 500(.SPX)$<

GDP for 2nd quarter was 6.5%, very much below the estimate of 8.4%. This is not all bad news as the result reflects that we are not at peak growth yet! Confident that we have more room to run and another stronger quarter to look forward to. $DJIA(.DJI)$$S&P 500(.SPX)$$NASDAQ(.IXIC)$

Today’s risk-off mood in US markets likely is a result of indecision and worries. Just to name a few: Concerns over peak earnings as some view it, concerns over the Delta variant (CDC updated guidance), upcoming Fed statement (tapering and inflation outlook) and concerns over the tumbling of the Chinese stock market and what it means for global markets$NASDAQ 100(NDX)$$S&P 500(.SPX)$$DJIA(.DJI)$Plenty of negative headlines. Remain clear headed and focus to see through all of them. All the best!