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BIG TECH WEEKLY | How to Survive In The High Concertration Era?

Big-Tech’s PerformanceOn July 11th, the Nasdaq gave back a week's worth of gains after hitting two straight new highs.In the past week, the technology giants took turns to hit new highs, but in the unexpected cold CPI index came out, the market pricing rate cuts are expected to be more, but the funds flow back to small-cap stocks, but also to a certain extent balanced the head of the individual equity weighting "over-concentration" of the problem.Will this be the second half of the overall trend? Or is it a blip? The key is still to see how the rate cut is expected and lands.The best performers over the past week through the July 11 close were $Apple(AAPL)$ +2.72%, $Meta Platforms, Inc.(META)$ +0.54%,
BIG TECH WEEKLY | How to Survive In The High Concertration Era?

Cathie Wood: innovation have not wavered

Ark's official website posted Cathie Wood's latest letter to investors on July 10th.Key pointsCathie Wood began by acknowledging the challenges facing the ARK Fund in 2024.The fund has underperformed, ahead of a market environment that is unfavorable to innovative companies, for a number of key reasons including:High interest rate environmentInflationary pressuresEconomic uncertaintyNonetheless, she remains confident in ARK's investment strategy, especially in light of falling interest rates, and expects the fund's returns to improve significantly.Next investment strategies and focus areasArtificial Intelligence (AI):Viewed AI as a fundamental innovation platform that can create value for multiple technologies and emerging companiesSpecifically emphasized Nvidia's importance in the AI spac
Cathie Wood: innovation have not wavered

SIRI's Arbitrage Opportunity

One of Warren Buffett's $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ positions that has underperformed one by a small percentage of the portfolio, but still has become the top shareholder through constant purchases, is the only media company $Liberty Media Series A(LSXMA)$ Liberty Media is a conglomerate that in turn has split its different businesses and issued separate stocks.If an investor is bullish on only one of these businesses, he or she can invest in a separate category without being exposed to the group company. $Sirius XM(SIRI)$ s one of Liberty's spun-off tickets, an exclusive satellite radio sy
SIRI's Arbitrage Opportunity

Will Costco membership fees hike push it higher?

$Costco(COST)$ has announced its first membership fee increase since 2017, which will go into effect on September 1, 2024.The annual fee will increase from $60 to $65 for regular and business members, and from $120 to $130 for premium members.The adjustments are expected to affect about 52 million members.Shares are +2.8% after hoursImpact on Costco, Inc.1. Increase in revenueIncrease in membership fee revenue: membership fees are an important source of revenue for Costco.The price increase will directly increase membership fee revenue and is expected to contribute significantly to the company's overall revenue.Previously, membership fee revenue accounted for 1.9% of the company's total revenue.Rising profit margin: Currently, the company's overal
Will Costco membership fees hike push it higher?

Will Oracle Recover from potential server deal with xAI falls apart?

Two months ago, $Oracle(ORCL)$ shares soared on talks with Elon Musk's xAI to provide the infrastructure architecture for its supercomputing program, albeit still a multi-year lease of Oracle's $NVIDIA Corp(NVDA)$ chips.xAI and Oracle were originally in talks to expand the scope of their existing agreement to lease Oracle's NVIDIA AI chips.But yesterday, negotiations between xAI and Oracle stalled.Reason for termination:Musk asked to build xAI supercomputer faster than Oracle expectedOracle is concerned that xAI's preferred supercomputing location may not have access to adequate power supplyExisting agreement: xAI has previously leased 16,000 NVIDIA chips from Oracle, and this agreement will continue.xAI'
Will Oracle Recover from potential server deal with xAI falls apart?

Bill Gross Says Tesla Is Meme Stock

Debt king Bill Gross went straight to Elon Musk's face on the X platform, arguing that $Tesla Motors(TSLA)$ is a meme stock just like $GameStop(GME)$ $Chewy, Inc.(CHWY)$ $Zapp Electric Vehicles Group Ltd(ZAPP)$ is a meme stock just like, because of the sagging fundamentals, but the stock price is straight all the way up.Elon hasn't even responded to him, but the netizens who have responded to him seem to be even bigger fans of Tesla (or benefiting from TSLA's rise), with comments like“Then short it big guy”“well put sir”“Government bonds are a giant meme stock with the comedy borrowing.”There's really nothing wrong with s
Bill Gross Says Tesla Is Meme Stock

AI hardware stocks outpace market?

Shares of several semiconductor companies surged on Monday, significantly outperforming the broader market as AI infrastructure spending moved into the fast lane.These companies are strategically positioned in the AI space, and the market expects industry demand to continue to climb in the coming quarters.Key performers are as follows: $SUPER MICRO COMPUTER INC(SMCI)$ led the way, with shares jumping 7 percentAI server market expected to grow at 30.3% compound annual growth rateIndustry leader $NVIDIA Corp(NVDA)$ rose 2%.Other AI chip-related companies $Advanced Micro Devices(AMD)$ $Broadcom(AVGO)$
AI hardware stocks outpace market?

Small Business SOS: Is the US Job Market at a Tipping Point?

The U.S. labor market is at a critical inflection point, a change that will not only affect economic trends, but will also have a profound impact on monetary policy and asset pricing.Labor market status: clear signs of inflection pointLatest data reflect cooling labor marketNonfarm payrolls increased by 206,000 in June, higher than the expected 190,000The unemployment rate rose from 4.0% to 4.1%, higher than market expectations of 4.0Average hourly earnings rose by 3.9% year-on-year, with the rate of growth continuing to slow downThis data is somewhat contradictory. The job market is relatively strong but the unemployment rate is rising, although lower market expectations amid weaker-than-expected employment data in April and May are also key factors and therefore add to the signs of a coo
Small Business SOS: Is the US Job Market at a Tipping Point?

How will UK General Election Change the Market?

Few events in the U.K. affect the markets, and this time the Conservative Party, led by "Indian" Prime Minister Sunak, is facing the worst election defeat in its history, and is being heavily criticized from both inside and outside the country.On the other hand, the Communist Party, founded by former Prime Minister Tony Blair, who has a "platonic" relationship with Wendy Deng, won the election by a landslide and is in power for the first time in 16 years, which will have a significant impact on the UK's future economic policy.Economic Policy ShiftFiscal policy: Labor is likely to adopt a more aggressive fiscal policy, increasing public spending and investment.It is expected to raise the corporate tax rate and increase taxes on high-income groups.Energy and environmental policy: Labor is co
How will UK General Election Change the Market?

BIG TECH WEEKLY | Tesla's Next Squeeze is coming

Big-Tech’s PerformanceJuly 3 was the highest positive return day for the S&P since 1928 (72.41%), and the broader market continues to trade back and forth to new highs.The first half of July was also the best two-week trading period of the year for the S&P 500 in terms of median returns.The S&P 500 has had nine consecutive years of positive July returns, averaging 3.66%.And Tesla's majestic week has pulled the overall Big Tech Index return to new highs once again, with the Magnificent 7's return differential relative to the rest of the S&P 500 coming in at a new high.By the close of trading on July 3, the best performers over the past week were $Tesla Motors(TSLA)$ +25.47%, $Apple(AAPL)$ +
BIG TECH WEEKLY | Tesla's Next Squeeze is coming

Will Biden Withdraw Election? Market is betting Trump's back

U.S. political scene has been in turmoil, with rumors that incumbent President Joe Biden may not run in the next presidential election after slipping in the polls following the last debate.According to internal White House sources, Biden's health and intra-party pressure have become major considerations.However, Biden joined an online meeting with his campaign team that day and said during the meeting, "I'm running for office and no one can get me out. I'm not going to quit, but I'm going to campaign to the end and win."Markets reacted quickly and sensitively to the news of Biden's potential withdrawal, with investors seeking safe-haven assets in response to possible political uncertainty.The analysis pointed out that whether Biden withdraws from the election, the short-term impact on the
Will Biden Withdraw Election? Market is betting Trump's back

How Congressmen/women Trade US Stock?

Nancy Pelosi recently revealed her investment portfolio, but of course, she largely stays out of the trades herself, with her husband, Paul Pelosi, doing all the work.Similar to previously, the trades through June 24 were focused on AI-related companies.BUY. $NVIDIA Corp(NVDA)$ added 10,000 shares (potentially call option Call strike) valued at between $1 million and $5 million. $Broadcom(AVGO)$ : purchased 20 Call Options with a strike price of $800 and an expiration date of June 20, 2025 valued at between $1M and $5M.Sells. $Tesla Motors(TSLA)$ (Tesla): 2,500 shares sold, valued between $250,000 and $500,000 $Visa(V)$ : 2
How Congressmen/women Trade US Stock?

Will Eli Lilly's new Alzheimer's drug be blockbuster?

$Eli Lilly(LLY)$ s Alzheimer's disease new drug donanemab (trade name Kisunla) was approved by the FDA. This is an important breakthrough that provides new treatment options for Alzheimer's disease patients. The stock opened lower that day, not because of the news, but because Biden joined Bernie Sanders in "calling" for $Novo Nordisk (NVO)$'s two Netflix diet pills, Ozempic and Wegovy, have had their prices drastically cut, and Eli Lilly has been hit because of its GLP-1 drug Mounjaro.But it's just shouting, and could be seen as nothing more than a means for Biden, who lost the first debate, to seemingly win favor with American voters. Lilly shares opened lower and higher during the session.C
Will Eli Lilly's new Alzheimer's drug be blockbuster?

How did Nike lose?

$Nike(NKE)$ plunged nearly 20%, and it could have been worse if not for a buyback. What went wrong with the world's No. 1 sports brand? Will the current pessimism in the secondary market continue to spread?If we look at Nike's core product, footwear, we can see its business model in recent years and how it has missed out on the popularity of running culture.Ignoring grassroots running communities. Compared to emerging brands in recent years such as New Balance, Hoka and Asics, Nike seems to have little interest in promotions such as community running events. For this grassroots style of marketing, Nike appears to be overly confident in its brand and reputation, and its lack of presence could lead to its alienation from the core running community.Ni
How did Nike lose?

Why Hedge Funds Are Selling And Shorting Stocks?

Recent market moves have raised concerns that hedge funds are selling and shorting stocks at the fastest pace in nearly two years. $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ Market Behavior AnalysisNet selling surgesLast week's net hedge fund selling reached its highest level since March last yearShort-selling volume surges to peak since May 2022Shifting industry preferencesTech Stocks: a Major Selling Target $Technology Select Sector SPDR Fund(XLK)$ Financials: attracting heavy buying demand $Financial Select Sector SPDR Fund(XLF)$ Characteristics of the transaction modelLong and short operations coexistOverall
Why Hedge Funds Are Selling And Shorting Stocks?

BIG TECH WEEKLY | One Nvidia falls, All others rise?

Big-Tech’s PerformanceThis week was the last week of the first half of the year, and the broader market hovered near new highs with no surprises. NVIDIA's push to new highs came to an end and gave more inflows to other tech stocks. In addition to AI-related software growth stocks, MSFT, AMZN, and GOOGL among the big tech companies are making new highs, while META is also near a new high. As for TSLA, there is also a line breaking out of the uptrend that has been consolidating for more than 2 months.The best performers over the past week through the close of trading on June 27 were $Tesla Motors(TSLA)$ +8.73%, $Amazon.com(AMZN)$ +6.31%, $Alphabet(GOOGL)$
BIG TECH WEEKLY | One Nvidia falls, All others rise?

Why NIKE tumbled 12% in the post-hour?

$Nike(NKE)$ released an earnings report that didn't make investors too happy and had a less-than-optimistic outlook for the year ahead, which led directly to a sharp drop in the stock price.Earnings ReviewOverall revenue fell short of expectations. For the fiscal fourth quarter through the end of May, Nike's total revenue fell 2 percent to $12.6 billion, especially in its consumer sales business, where revenue fell 8 percent to just $5.1 billion.Net profit fared moderately well, up 45% year-on-year to $1.5 billion.For the entire fiscal year 2024, Nike's revenue of $51.36 billion is essentially the same as last year, making it the slowest year of annual revenue growth for Nike since 2010 (out of the epidemic).Sales by channel, Nike branded sales dec
Why NIKE tumbled 12% in the post-hour?

Japanese Yen hit new low, Money flows in US Treasury i

market dynamics$20+ Years+ U.S. Treasury Bond ETF-iShares(TLT)$ As a long-term bond ETF, the presence of large inflows suggests that the market expects interest rates to fall and bond prices to rise. And investors may be expecting a slowdown in the economy, seeking long-term bonds as a safe-haven asset. The market generally expects the Federal Reserve to cut interest rates in the future, which is a major reason for the inflows.On the other hand, the yen fell to 160 against the dollar, the lowest since 1986, showing a sharp depreciation of the yen and a reflection of the market's reaction to the strong dollar. $Japan ETF-iShares MSCI(EWJ)$
Japanese Yen hit new low, Money flows in US Treasury i

"Chewy's Q1 2024: 47% Surge in Adjusted EBITDA and Robust Free Cash Flow!

Chewy's 2024 Q1 Earnings Summary $Chewy, Inc.(CHWY)$ reported strong financial results for the first quarter of 2024, surpassing market expectations and announcing a significant stock buyback plan. Here are the key highlights:Sales and Revenue: Chewy recorded sales of $2.88 billion, a 3.1% increase from the previous year.Adjusted EBITDA: The adjusted EBITDA surged by 47% year-over-year to $162.9 million.Gross Margin: Improved slightly to 28.2% of sales, up from 28.1% in the same period last year.Net Income: Net income for the quarter was $66.9 million, a substantial increase from $22.9 million in the corresponding quarter of 2021.Adjusted EPS: The adjusted earnings per share (EPS) was $0.31, up from $0.20 in the previous year, significantly beating t
"Chewy's Q1 2024: 47% Surge in Adjusted EBITDA and Robust Free Cash Flow!

FedEx Soars: Q4 Beat, Cost-Cutting Success, and Optimistic 2025 Outlook Drive 10%+"

$FedEx(FDX)$ just released its Q4 FY2024 results, which exceeded market expectations and provided optimistic guidance, with "cost reduction and efficiency" as the key focus for this fiscal year, and increased guidance for FY2025 due to the recent rebound in the logistics business.FDX stock jumped more than 14 percent after hours, approaching a new high.FY2024 Q4 ResultsRevenue rose 0.9% year-over-year to $22.1 billion, beating market expectations of $22.06 billion.Earnings per share (EPS) of $5.41 beat estimates of $5.37, up 9.5% year-over-yearAdjusted operating profit was $1.87 billion, higher than the $1.82 billion expected and the $1.77 billion reported in the same period last year;The company has also raised its guidance for FY2025, theRevenue
FedEx Soars: Q4 Beat, Cost-Cutting Success, and Optimistic 2025 Outlook Drive 10%+"

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