Twelve_E
Twelve_E
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avatarTwelve_E
11-21 19:19
Telsey Advisory Group analyst Joseph Feldman maintains $Target(TGT)$ with a Outperform and maintains $195 price target.
@DoTrading:Off Target: Nvidia’s High Bar and Retail’s Struggle for Relevance
avatarTwelve_E
11-21 17:02
$POP MART(09992)$ 's new high stock price and popularity in Singapore both demonstrate its leading position in the global trendy toy market. We look forward to hearing your voice and exploring the future of this trendy toy giant together!
@Tiger_chat:🚀POP MART Hits New High and Gained 300% YTD, 🎁How Do You Like It?
avatarTwelve_E
11-21 09:47
Sadly, $Target(TGT)$ -Wells Fargo lowers Target target to $150 from $180 Overweight -Citi to $130 from $188 Downgrades to Neutral from Buy -Deutsche Bank to $108 from $184 Downgrades to Hold from Buy -HSBC downgrades to Hold from Buy $138 target -Telsey reiterates $195 target Outperform
@TigerOptions:Why TGT’s Plunge May Be a Strategic Opportunity for Options Traders
avatarTwelve_E
11-21 09:40
Snowflake Inc, $SNOW, Q3 FY25 Results: +13.5% Post-Market ($146.50) Adj EPS: $0.20 Revenue: $942.09M Net Loss: $(327.90M) 542 customers with trailing 12-month product revenue > $1M (+25% YoY)
@Jake_Wujastyk:AFRM, VKTX, PYPL, SNOW, NVDA& BIDU Welcome Great Recovery!!
avatarTwelve_E
11-21 09:37

NFLX Hits Another Record on Wednesday, Target Price being Rasied

$Netflix(NFLX)$ Stock Hits Another Record on Wednesday.All Time High: Who Will Drive the Year-End Rally? $Netflix(NFLX)$ price-target raised to Wall St. high of $1,100 (from $925) at Pivotal Research: "Post the (mostly) successful Tyson/Paul fight, which was streamed by a massive ~65M households (and likely ~150M+ viewers) we raised our medium/long term subscriber and ARPU forecasts, which combined with a modest increase in our terminal EBITDA multiple led to a $175 increase in our NFLX YE’25 target price to $1,100.We use the term “mostly” given the massive demand led to some streaming issues with certain households early in the broadc
NFLX Hits Another Record on Wednesday, Target Price being Rasied
avatarTwelve_E
11-21 09:33
$Netflix(NFLX)$ Stock Hits Another Record on Wednesday. $Netflix(NFLX)$ price-target raised to Wall St. high of $1,100 (from $925) at Pivotal Research: "Post the (mostly) successful Tyson/Paul fight, which was streamed by a massive ~65M households (and likely ~150M+ viewers) we raised our medium/long term subscriber and ARPU forecasts, which combined with a modest increase in our terminal EBITDA multiple led to a $175 increase in our NFLX YE’25 target price to $1,100. We use the term “mostly” given the massive demand led to some streaming issues with certain households early in the broadcast. We view the event as a (very) successful learning experience for NFLX and expect these technical issues will not h
@Deonc:Netflix Stock Hits Another Record!!!
avatarTwelve_E
11-19 11:09
Overall, the market is navigating a complex environment with several moving parts. Positive retail earnings could drive a short-term rally, especially if Walmart and Target deliver strong results. However, caution remains the key theme, given the uncertain policy direction and the Fed's upcoming decisions. Defensive sectors like healthcare and consumer staples could see increased interest if investors turn risk-averse following any negative surprises.
@TigerOptions:Market Report For 18 November

With a 244% Raise in 2024, PLTR Transfers Listing to Nasdaq Soon

1. $Palantir Technologies Inc.(PLTR)$ announced its decision to transfer its Class A Common Stock listing from the New York Stock Exchange to the Nasdaq Global Select Market. The company will maintain its ticker symbol 'PLTR' and expects to commence trading on Nasdaq on November 26, 2024. Palantir anticipates meeting the eligibility requirements for inclusion in the Nasdaq-100 Index.This gives them the potential to be added to one of the world's most popular tech-focused ETFs, the Nasdaq $Invesco QQQ(QQQ)$ . $Invesco QQQ(QQQ)$ has $318B in AUM. This year alone, they were the 4th largest ETF in terms of inflow with +27.8B added.
With a 244% Raise in 2024, PLTR Transfers Listing to Nasdaq Soon
Hooray!! Thank you for sharing the FOMO (Fear of Missing Out) picks:"The S&P 500 ( $SPDR S&P 500 ETF Trust(SPY)$ ,$iShares Core S&P 500 ETF(IVV)$ $Vanguard S&P 500 ETF(VOO)$ ) and Nasdaq-100 ($Invesco QQQ(QQQ)$ ) have gained 23% and 22%, respectively, so far this year. Funds that have underperformed their benchmarks will likely scramble to enter the equity market in an effort to catch up in the final two months of the year."
@Tiger_James Ooi:U.S. Presidential Election: What Does It Mean for Stocks?

PLTR Put in Weekly Engulfing Candle and Printed Fresh Highs

Congrats all $Palantir Technologies Inc.(PLTR)$ bulls! What a ride. Some recent news:Elon asks $Palantir Technologies Inc.(PLTR)$ founder @JTLonsdale to join his Dept of Government Efficiency! Someone said it’d be easier with Palantir, Lonsdale agreed.Image
PLTR Put in Weekly Engulfing Candle and Printed Fresh Highs

Apple's 'Glowtime' Event:The 8 Most Impressive Demos?!

Will $Apple(AAPL)$ win the AI war?What are your thoughts on the new iPhone 16? Is it just another iPhone, even with its new Apple Intelligence ?On Monday, September 9, Apple held its most important product launch of the year, launching the new iPhone 16 series and a series of other new products.The theme of this launch is "It's Glowtime". $Apple(AAPL)$ just announced its Apple Intelligence features for iPhone 16. Apple usually does not choose to hold a launch event on Monday, but this year's multiple events on Tuesday may distract people from the launch, including the US presidential election debate and the European Commission's ruling on whether Apple needs to pay $14 billion in taxes.Here are The 8 most
Apple's 'Glowtime' Event:The 8 Most Impressive Demos?!

$NOW Soars 32.9% vs. IXIC's 5.8% Gain in 3 Months

$NOW Soars 32.9% vs. IXIC's 5.8% Gain in 3 Months

3 Big Winners from the Q2 Earnings Season: LLY, LMT, META

The 2024 Q2 earnings season is slowly grinding to a halt, with the majority of $S&P 500(.SPX)$ already delivering quarterly results.Looking ahead, Q3 earnings for the $S&P 500(.SPX)$ are expected to be up +3.8% from the same period last year on +4.6% higher revenues, chaining together consecutive periods of positivity.Below is a chart illustrating earnings expectations for the coming and recent periods.Zacks Investment ResearchSeveral companies have stolen the spotlight throughout the period, including $Meta Platforms, Inc.(META)$ , $Lockheed Martin(LMT)$ and $Eli Lilly(LLY)$<
3 Big Winners from the Q2 Earnings Season: LLY, LMT, META

Best Buy stock soars 14% after earnings smash expectations

$Best Buy(BBY)$ has been struggling to turn things around after two years of sluggish sales.The retailer's shares reached a new 52-week high after posting strong earnings.The Minnesota-based company reported adjusted earnings of $1.34 per share on revenue of $9.29 billion for the latest quarter, surpassing analysts’ expectations of $1.16 per share on sales of $9.23 billion. Looking ahead, Best Buy BBY+14.1% has raised its full-year adjusted earnings forecast to a range of $6.10 to $6.35 per share, up from its previous estimate of $5.75 to $6.20.In the recent earnings season, the performance of various retailers painted a picture of American consumers who prioritize necessities but are increasingly buying new and fashionable products at the right pr
Best Buy stock soars 14% after earnings smash expectations

$PDD Buy Rating Maintained by Goldman, Target Price $184

$PDD Holdings Inc(PDD)$ 's stock price plummeted after its earnings report on Monday.Based on past experience, it seems that if a good company experiences a sharp correction, it is worth trying to buy the bottom.PDD has been considered a stronger company than many Chinese concept stocks this year. Was $PDD Holdings Inc(PDD)$ overvalued before and this is a healthy correction?In its latest report, Goldman Sachs gave $PDD Holdings Inc(PDD)$ a buy rating, with a 12-month basic target price of $184:Pinduoduo's stock price has performed poorly this year, and its current price-to-earnings ratio is less than 10 times, which has reflected investors' concerns about intensifi
$PDD Buy Rating Maintained by Goldman, Target Price $184

$Zoom(ZM)$ rose over 16% after earnings

$Zoom(ZM)$ rose over 16% after earnings data released on August 21th.Zoom Video in 4 charts 1 Revenue rocketed in Covid. Reached $4.5B. Not growing much (2%) 2 FCF dropped to $1B a year ago, has risen strongly to $1.7B. About a third of rev. Healthy 3 How did it go up? SG&A / rev dropped by 10%, so EBIT mgn went up by 10%. GP mgn & R&D/rev stable. 4 Nice to see SBC coming down. But it’s still VERY high at $980M (compared to $1.7B FCF). Share count ticking up. Last 1.5y it’s up 6%. But has ticked down a bit recently. Discussion: FCF after deducting SBC is $720M Let’s say their SG&A efficiencies continue and call it a round number of $1B Low growth, low moat, let’s say 10% yield (or 10x FCF) So $10B EV But they have a massive war chest
$Zoom(ZM)$ rose over 16% after earnings

Goldman Sachs’ investment thesis on $Baidu(BIDU)$

$Baidu(BIDU)$ reports Q2 EPS of $2.89, beating the consensus of $2.58. Q2 revenue came in at $4.67 billion, slightly below the consensus estimate of $4.7 billion.‘AI Cloud continued to accelerate in the second quarter, offsetting the ongoing macro headwinds for online marketing revenue and resulting in modestly positive topline growth for Baidu Core,’ said Robin Li, Co-founder and CEO of Baidu. ‘Operationally, we fast-tracked the renovation of Baidu search, which we believe will drive long-term success despite the short-term impact on monetization. We also achieved new milestones with Apollo Go, now offering 100% fully driverless ride-hailing services across nearly the entire Wuhan municipality, and have begun scalable testing of the latest RT6 ve
Goldman Sachs’ investment thesis on $Baidu(BIDU)$

What’s Fueling the Market Rebound? $SPX $VIX $VVIX

Artificial intelligence's impact on the market has been exaggerated. The yen carry trade has mostly resolved, and US consumer spending remains strong, contrary to earlier fears. Despite a recent market dip, the $S&P 500(.SPX)$ has rebounded, nearing its July peak. Now the index, having recovered all its losses from earlier this month, sits just less than 2% away from the all-time peak it reached in July. The AI sector, particularly Nvidia, has seen significant gains, suggesting a tech rebound. The unwinding of the yen carry trade is considered over, and investors are re-engaging.US retail spending data has exceeded expectations, easing concerns about a consumer slowdown. The $Cboe Volatility Index(VIX)$
What’s Fueling the Market Rebound? $SPX $VIX $VVIX
$Palo Alto Networks(PANW)$ earnings yesterday, Nancy Pelosi is now up 100% on her $PANW deep ITM calls. She has made over $1.5 million on the calls. She bought the dip on $PANW's worst day. $Palo Alto Networks(PANW)$ is now even since her buy on 2/12 And up 42% since she bought the dip on 2/21Image

My understanding on 1.7X $MSTR ETF $MSTX

$Defiance Daily Target 1.75X Long MSTR ETF(MSTX)$ I just checked the Holdings on the site.My understanding is that MSTX holds: a. $6M worth of $MicroStrategy(MSTR)$ stock b. Over 10x that amount in MSTR Swaps c. With about 43% cash leverage (35M/81.5M) To me that is *not* interesting because of the 10x in Swaps vs Stock ratio. What would be interesting would be if a an ETF just only owned $MicroStrategy(MSTR)$ stock and then used 50% cash leverage to buy more $MSTR stock, with no swaps. If a BlackRock or Fidelity type asset manager could borrow at 1% rates for this, and then sell that ETF for a 1.5% expense fee, then it's *very* interesting, IMO. Because for the
My understanding on 1.7X $MSTR ETF $MSTX

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