SummaryCarvana's stock price surged by over 50% after a press release and presentation at the William Blair Annual Growth Stock Conference, but the forecasted 20% boost in gross profit is likely a one-time event due to a timing issue in loan sales.Despite impressive growth, Carvana has never been profitable, accumulating total losses of over $2.2 billion and carrying a debt of over $8 billion with negative shareholder's equity.The company's debt trades at prices well below nominal value, indicating a risk of bankruptcy, and it is unlikely that Carvana can generate enough cash to redeem $500 million of bonds due in 2025.Joe RaedleOn the morning of June 8th, before the market opened, Carvana $Carvana Co.(CVNA)$ issued a press release and an 8-K form

Bullish on Huya $Huya Inc.(HUYA)$!As you can see, we have a nice cup and handle chart pattern. The cup base looks pretty strong at 12 weeks of formation. I'm expecting an entry at $3.89 if the vol is greater than 4M. I predict this stock will run up within the next couple of weeks. I'm expecting to take profits around $4.75 but I wouldn't be shocked if price runs up to 5.10 on really strong vol. My stop loss will be set at $3.59 (last support level) to manage a 8% loss if trend breaks. What do you guys think about this idea?

Very nice Making new March high at the end of March. $Shopify Inc(SHOP)$ Love seeing the shorts going broke on all fronts!Going to $66 and next $71 and last $76 . After back to $55.00. let go Shop 💹If Shopify Stock Hits 55, This Option Trade Will Pay Off Big TimeLots of money still on the sidelines waiting to come into the market 👍Buy high > sell low. Story of my life

SummaryGrowth prospects for Taiwan Semiconductor remain strong due to its position of industry leadership.The company has a strong balance sheet and cash position, which is important for a cyclical company to weather potential downturns.Current growth opportunities allow for the company to grow into its valuation.A unique risk setting should make investors seek sufficient precaution in terms of allocation and exposure to limit downside potential.Olivier Le MoalIntroductionI covered Taiwan Semiconductor $Taiwan Semiconductor Manufacturing(TSM)$ back in October 2022 under the headline of “Taiwan Semiconductor: I’m Buying And Here Is Why”. At the time, the stock was trading at its lowest valuation since 2016 and appeared to be a sensible opportun

Tomshardware.com has an insightful analysis of Intel’s foundry plans. They state Intel aspires to be #2 foundry device by 2030, beating out Samsung for that rank behind TMSC. Imho, to do so would require a huge culture shift away from being totally focused on their own CPU products, to being focused on making their customers successful at getting to market with products profitable for the customer. Not currently in their corporate DNA! Would like to see it happen though. $Intel(INTC)$ Some eye-opening facts: In the last 12 months there were zero insiders selling INTC shares. In the last 12 months there were 3 insiders buying INTC for a total of $2.94 million Patrick Gelsinger, the CEO, is the single biggest shareholder with almost a half million s

Palantir (PLTR)is a divisive name on Wall Street. The bull-case rests on the big data specialist’s ability to expand its offerings beyond large government/enterprise contracts which have historically generated the bulk of the company’s revenue. The bear case is driven by an argument its high-end offerings are generally unsuitable for smaller companies who are already well served and that ultimately with government contracts slowing down, the company won’t be able to meet its growth objectives. Evaluating the company’s prospects, Piper Sandler’s Weston Twigg belongs in the former camp. “We view PLTR as a high-growth company with a rapidly expanding customer base,” said the 5-star analyst. “While controversial, we believe growth targets are achievable.” So, what are those growth targets? Thr

SummaryAirbnb has been sold down after management announced that marketing spend would be brought forward from 2H23 to 1H23.The fundamentals of the business and growth outlook are unchanged, providing an attractive opportunity for the long term investor.Travel demand is remaining resilient and is forecast to grow beyond 2022 levels.Valuation of $121.56 means ABNB is attractively valued compared to the current share price.Jeremy PolandAirbnb's $Airbnb, Inc.(ABNB)$ weak 2Q22 guidance provides the patient investor a great opportunity to buy a great company at a reasonable price. Airbnb has all the characteristics of a quality company including high margins, high returns on capital, a fortress balance sheet, a founder CEO, and solid long-term gro

SummaryTSMC has traded weak over the last several months on news that Warren Buffett unloaded shares after making an initial investment last year.The chip manufacturing giant is set to ride the AI chip boom, with the TAM set to surge in the years ahead.The stock remains incredibly cheap at 13.5x forward EPS targets, a 50% discount to Apple with similar geopolitical risks from China.Sundry PhotographyIn no huge surprise, Warren Buffett and Berkshire Hathaway $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ sold out of a remaining small position in Taiwan Semiconductor Manufacturing Company Limited $Taiwan Semiconductor Manufacturing(TSM)$. Buffett had seco

SummaryTSMC is expected to maintain its unrivaled position as it addresses the competition posed by Integrated Device Manufacturers like Intel, which TSMC was established to counter in my view.Since 2013, TSMC has significantly improved its profitability ratios, with the latest figures in 2023 approaching record highs.TSMC has been actively increasing its capital expenditures, indicating a likelihood that this trend will continue in the future.Utilizing a DCF model, I valued TSMC by considering the impact of high capital expenditures and potential reductions in net income margin. If TSMC manages to sustain its current net income margin, the valuation could be even higher.BING-JHEN HONG/iStock Editorial via Getty ImagesThesisTaiwan Semiconductor Manufacturing Co., Ltd.

$PDD Holdings Inc(PDD)$ could very well go higher from here. On a super red day it's still green. Guess selling is exhausted by this point

SummaryAmazon's shares have increased by about 50% since the start of the year.It has maintained leading market share in e-commerce and cloud, two secular growth trends with plenty of tread left.Shares are attractively valued for continued accumulation, though one can never know what the market will do as earnings approach.HJBCShares of cloud and e-commerce leader Amazon $Amazon.com(AMZN)$ have soared more than 50% since the beginning of the year.Such large price swings, especially for a stock as large as Amazon, aren't common, but many stocks are emerging from an uncommonly brutal bear market for growth and technology stocks in 2022.But we're here to look forward. I wouldn't blame investors who bought low for selling and taking a nice profit

I told you too easy to short with such a float. They just let the volume come in and when it is cooling down just short it. Rinse and repeat. The SP will go nowhere with such a float in such a market led by shorters on growth stocks $Clover Health Corp(CLOV)$

In this update we review the recent price action in the emini Nasdaq futures contract and identify the next high probability action areas for the trading week ahead. $E-mini Nasdaq 100 - main 2306(NQmain)$ Enjoy the video and good luck!