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2023-03-23

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@KevinKelly:Charles Schwab: A Case Of Mistaken Panic

2022-12-08

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@雷递:英方軟件通過註冊：預計年營收2億爲胡軍擎與江俊夫妻店

2022-11-12

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@OptionsDelta:Is peaking inflation a good thing? What should you buy?

2022-10-06

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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943271280","repostId":"9943289662","repostType":1,"repost":{"id":9943289662,"gmtCreate":1679484220457,"gmtModify":1679484539980,"author":{"id":"9000000000000174","authorId":"9000000000000174","name":"KevinKelly","avatar":"https://static.tigerbbs.com/0965d3709fcccd732467fba87aa4ea6e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000174","authorIdStr":"9000000000000174"},"themes":[],"title":"Charles Schwab: A Case Of Mistaken Panic","htmlText":"SummaryWe believe the recent banking crisis largely had nothing to do with SCHW, given its position as a brokerage company with value-added banking services.Even in the highly unlikely 'bank run' scenario, the company had excellent liquidity of $93.98B in FY2022, now significantly aided by another $300B from the Fed.Combined with its growing client assets, expanding profitability, and excellent forward guidance, the SCHW stock is likely to outperform ahead.wildpixel/iStock via Getty ImagesBuy The Panic-Driven DiscountWe believe The Charles Schwab Corporation (NYSE:SCHW<a href=\"https://ttm.financial/S/SCHW\">$Charles Schwab(SCHW)$</a> ) has been overly sold at these levels, negatively impacted by the banking crisis over the past two weeks. Particularly, we think the pessimism is unwarranted","listText":"SummaryWe believe the recent banking crisis largely had nothing to do with SCHW, given its position as a brokerage company with value-added banking services.Even in the highly unlikely 'bank run' scenario, the company had excellent liquidity of $93.98B in FY2022, now significantly aided by another $300B from the Fed.Combined with its growing client assets, expanding profitability, and excellent forward guidance, the SCHW stock is likely to outperform ahead.wildpixel/iStock via Getty ImagesBuy The Panic-Driven DiscountWe believe The Charles Schwab Corporation (NYSE:SCHW<a href=\"https://ttm.financial/S/SCHW\">$Charles Schwab(SCHW)$</a> ) has been overly sold at these levels, negatively impacted by the banking crisis over the past two weeks. Particularly, we think the pessimism is unwarranted","text":"SummaryWe believe the recent banking crisis largely had nothing to do with SCHW, given its position as a brokerage company with value-added banking services.Even in the highly unlikely 'bank run' scenario, the company had excellent liquidity of $93.98B in FY2022, now significantly aided by another $300B from the Fed.Combined with its growing client assets, expanding profitability, and excellent forward guidance, the SCHW stock is likely to outperform ahead.wildpixel/iStock via Getty ImagesBuy The Panic-Driven DiscountWe believe The Charles Schwab Corporation (NYSE:SCHW$Charles Schwab(SCHW)$ ) has been overly sold at these levels, negatively impacted by the banking crisis over the past two weeks. Particularly, we think the pessimism is unwarranted","images":[{"img":"https://community-static.tradeup.com/news/3a05e8b044f1c0f89ddb73b49455d0a8","width":"750","height":"492"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943289662","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920284294,"gmtCreate":1670504222919,"gmtModify":1676538381474,"author":{"id":"3577494759333904","authorId":"3577494759333904","name":"JKGan","avatar":"https://static.tigerbbs.com/918b0f86622cedc2f23e00ebe3ce6924","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577494759333904","authorIdStr":"3577494759333904"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920284294","repostId":"629658951","repostType":1,"repost":{"id":629658951,"gmtCreate":1670492315575,"gmtModify":1676538379692,"author":{"id":"3520120256277227","authorId":"3520120256277227","name":"雷递","avatar":"https://static.tigerbbs.com/c1d76d196de1b078825d97644631d0f1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520120256277227","authorIdStr":"3520120256277227"},"themes":[],"title":"英方軟件通過註冊：預計年營收2億 爲胡軍擎與江俊夫妻店","htmlText":"雷遞網 雷建平 12月8日上海英方軟件股份有限公司（簡稱：“英方軟件”）日前通過註冊，準備在科創板上市。英方軟件計劃募資5.7億元，其中，2.46億元用於行業數據安全和業務連續性及大數據複製軟件升級項目，1.4億元用於雲數據管理解決方案建設項目，1.19億元用於研發中心升級項目，6913.46萬元用於營銷網絡升級項目。預計年營收2億英方軟件產品主要爲數據複製相關軟件、軟硬件一體機及軟件相關服務。依託自主研發的動態文件字節級複製、數據庫語義級複製和卷層塊級複製三大核心底層複製技術及其他信息化技術，公司構造了“容災+備份+雲災備+大數據”四大數據複製產品系列。相關產品覆蓋了容災、備份、雲災備、數據庫同步、數據遷移等經典應用場景，同時也推廣到了智能災備管理、數據副本管理、數據流管理、大數據收集分發、數據跟隨等更多應用領域。英方軟件在金融領域建立了較強的競爭優勢，已爲近百家境內證券公司及衆多銀行、保險公司、基金公司、資產管理公司提供數據複製相關軟件產品或服務，服務的代表性客戶包括工商銀行、上海清算所、海通證券、國泰君安、太平保險、廣發基金、永安期貨、東證資管、長安信託等。除金融領域客戶外，公司的產品還應用於黨政機關、教育、科研、醫療、交通等公共事業機構等。招股書顯示，英方軟件2019年、2020年、2021年營收分別爲1.02億元、1.29億元、1.6億元；淨利分別爲1822萬元、4058萬元、3392萬元；扣非後淨利分別爲1440萬元、2775萬元、2721萬元。英方軟件2022年前9個月營收爲1.14億元，較上年同期的8532.6萬元增長33.59%；淨利爲617萬元，上年同期的淨利爲384.32萬元。其中，英方軟件2022年第三季度營收爲5782萬元，較上年同期的3233.24萬元增長78.83%；淨利爲1313.68萬元，上年同期的淨利爲221萬元。英方軟件預計2022年營","listText":"雷遞網 雷建平 12月8日上海英方軟件股份有限公司（簡稱：“英方軟件”）日前通過註冊，準備在科創板上市。英方軟件計劃募資5.7億元，其中，2.46億元用於行業數據安全和業務連續性及大數據複製軟件升級項目，1.4億元用於雲數據管理解決方案建設項目，1.19億元用於研發中心升級項目，6913.46萬元用於營銷網絡升級項目。預計年營收2億英方軟件產品主要爲數據複製相關軟件、軟硬件一體機及軟件相關服務。依託自主研發的動態文件字節級複製、數據庫語義級複製和卷層塊級複製三大核心底層複製技術及其他信息化技術，公司構造了“容災+備份+雲災備+大數據”四大數據複製產品系列。相關產品覆蓋了容災、備份、雲災備、數據庫同步、數據遷移等經典應用場景，同時也推廣到了智能災備管理、數據副本管理、數據流管理、大數據收集分發、數據跟隨等更多應用領域。英方軟件在金融領域建立了較強的競爭優勢，已爲近百家境內證券公司及衆多銀行、保險公司、基金公司、資產管理公司提供數據複製相關軟件產品或服務，服務的代表性客戶包括工商銀行、上海清算所、海通證券、國泰君安、太平保險、廣發基金、永安期貨、東證資管、長安信託等。除金融領域客戶外，公司的產品還應用於黨政機關、教育、科研、醫療、交通等公共事業機構等。招股書顯示，英方軟件2019年、2020年、2021年營收分別爲1.02億元、1.29億元、1.6億元；淨利分別爲1822萬元、4058萬元、3392萬元；扣非後淨利分別爲1440萬元、2775萬元、2721萬元。英方軟件2022年前9個月營收爲1.14億元，較上年同期的8532.6萬元增長33.59%；淨利爲617萬元，上年同期的淨利爲384.32萬元。其中，英方軟件2022年第三季度營收爲5782萬元，較上年同期的3233.24萬元增長78.83%；淨利爲1313.68萬元，上年同期的淨利爲221萬元。英方軟件預計2022年營","text":"雷遞網 雷建平 12月8日上海英方軟件股份有限公司（簡稱：“英方軟件”）日前通過註冊，準備在科創板上市。英方軟件計劃募資5.7億元，其中，2.46億元用於行業數據安全和業務連續性及大數據複製軟件升級項目，1.4億元用於雲數據管理解決方案建設項目，1.19億元用於研發中心升級項目，6913.46萬元用於營銷網絡升級項目。預計年營收2億英方軟件產品主要爲數據複製相關軟件、軟硬件一體機及軟件相關服務。依託自主研發的動態文件字節級複製、數據庫語義級複製和卷層塊級複製三大核心底層複製技術及其他信息化技術，公司構造了“容災+備份+雲災備+大數據”四大數據複製產品系列。相關產品覆蓋了容災、備份、雲災備、數據庫同步、數據遷移等經典應用場景，同時也推廣到了智能災備管理、數據副本管理、數據流管理、大數據收集分發、數據跟隨等更多應用領域。英方軟件在金融領域建立了較強的競爭優勢，已爲近百家境內證券公司及衆多銀行、保險公司、基金公司、資產管理公司提供數據複製相關軟件產品或服務，服務的代表性客戶包括工商銀行、上海清算所、海通證券、國泰君安、太平保險、廣發基金、永安期貨、東證資管、長安信託等。除金融領域客戶外，公司的產品還應用於黨政機關、教育、科研、醫療、交通等公共事業機構等。招股書顯示，英方軟件2019年、2020年、2021年營收分別爲1.02億元、1.29億元、1.6億元；淨利分別爲1822萬元、4058萬元、3392萬元；扣非後淨利分別爲1440萬元、2775萬元、2721萬元。英方軟件2022年前9個月營收爲1.14億元，較上年同期的8532.6萬元增長33.59%；淨利爲617萬元，上年同期的淨利爲384.32萬元。其中，英方軟件2022年第三季度營收爲5782萬元，較上年同期的3233.24萬元增長78.83%；淨利爲1313.68萬元，上年同期的淨利爲221萬元。英方軟件預計2022年營","images":[{"img":"https://static.tigerbbs.com/9ca5733d8220c432e6a6daa253bfb58b"},{"img":"https://static.tigerbbs.com/410bcc4ad32641ba7b8ceb31ef5f9555"},{"img":"https://static.tigerbbs.com/48b235c14fe3e6683628e15804a75854"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/629658951","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960406806,"gmtCreate":1668217835105,"gmtModify":1676538029931,"author":{"id":"3577494759333904","authorId":"3577494759333904","name":"JKGan","avatar":"https://static.tigerbbs.com/918b0f86622cedc2f23e00ebe3ce6924","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577494759333904","authorIdStr":"3577494759333904"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960406806","repostId":"9960286635","repostType":1,"repost":{"id":9960286635,"gmtCreate":1668175462628,"gmtModify":1676538024471,"author":{"id":"4102740637684170","authorId":"4102740637684170","name":"OptionsDelta","avatar":"https://static.tigerbbs.com/b5ab2017d32f95a165639de659b21cd1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740637684170","authorIdStr":"4102740637684170"},"themes":[],"title":"Is 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What should you buy?","htmlText":"If you look at the big options orders last night, the bullish time window is very narrow, which basically means these days:On the whole, yesterday's big call is generally biased towards speculation in the short window, although I would not choose to place a long-term order at such a high position.Yesterday's CPI figure of 7.7% was much lower than expected, clearly inflation has peaked and market shorts are being squeezed.In theory, it's not just a short squeeze anymore. The CPI figure of 7.7 per cent is a representative figure, representing the phased outcome of the beginning of a peak in inflation. So if you take that logic and look at the previous market, it feels different.The Dow is way too high right now.I was wrong about the Dow's rise. If the Dow's previous rally was driven not by d","listText":"If you look at the big options orders last night, the bullish time window is very narrow, which basically means these days:On the whole, yesterday's big call is generally biased towards speculation in the short window, although I would not choose to place a long-term order at such a high position.Yesterday's CPI figure of 7.7% was much lower than expected, clearly inflation has peaked and market shorts are being squeezed.In theory, it's not just a short squeeze anymore. The CPI figure of 7.7 per cent is a representative figure, representing the phased outcome of the beginning of a peak in inflation. So if you take that logic and look at the previous market, it feels different.The Dow is way too high right now.I was wrong about the Dow's rise. If the Dow's previous rally was driven not by d","text":"If you look at the big options orders last night, the bullish time window is very narrow, which basically means these days:On the whole, yesterday's big call is generally biased towards speculation in the short window, although I would not choose to place a long-term order at such a high position.Yesterday's CPI figure of 7.7% was much lower than expected, clearly inflation has peaked and market shorts are being squeezed.In theory, it's not just a short squeeze anymore. The CPI figure of 7.7 per cent is a representative figure, representing the phased outcome of the beginning of a peak in inflation. So if you take that logic and look at the previous market, it feels different.The Dow is way too high right now.I was wrong about the Dow's rise. If the Dow's previous rally was driven not by 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