SummaryXPeng reported a decline in vehicle margins and a significant loss for Q2, leading me to downgrade shares of the EV maker to hold.XPeng saw its second consecutive quarter of negative vehicle margins.Slowing demand and a price war in China have negatively impacted XPeng's operating metrics and margin situation.XPeng is still the highest-valued EV company in the industry group.Robert Way/iStock Editorial via Getty ImagesAlthough I recently commented on the game-changing relationship between German car brand Volkswagen $Volkswagen AG(VWAGY)$ and XPeng $XPeng Inc.(XPEV)$ and rated the Chinese electric vehicle company as a buy, I am down-grading XPeng back to hold after the firm's Q2 ear

SummaryNvidia is scheduled to report Q2 results after market close this Wednesday.Pay close attention to its purchase obligations, segment revenue and its management's guidance.The stock seems ripe for a significant pullback from its current levels.kynnyAfter the bell next Wednesday, we'll receive Q2 FY24 results from Nvidia $NVIDIA Corp(NVDA)$. The chipmaker has been one of the very few names in the semiconductor space that has reported burgeoning sales amidst the global macroeconomic slowdown, so, investors will be keenly watching how its revenue fares in Q2. But in addition to tracking its headline sales figure, investors may also want to monitor its purchase obligations, segment revenue and management's outlook for the quarter a

SummaryPayPal's Q2 earnings report led to a sell-off, despite in-line EPS, a revenue beat, and strong guidance.Concerns about declining active accounts and negative free cash flow contributed to the sell-off.The market undervalues PayPal stock compared to similar companies like Shopify, presenting a potential buying opportunity.Justin SullivanPayPal $PayPal(PYPL)$ just reported its Q2 2023 earnings, and shares plunged after the bell on August 2. When I look at PYPL, it has a lot of resemblance to Meta Platforms $Meta Platforms, Inc.(META)$ regarding its chart prior to META's move upward. In just over two years, PYPL has declined from its highs of $308.58 by -79.66% (-$245.83), and over the past year, PYPL

SummaryI decided to withdraw my sell rating on Unity Software after their recent results exceeded my expectations.While there are still concerns about near-term prospects, the stabilization of dollar-based net expansion rates is a positive sign.Unity's revenue growth rates need careful interpretation due to the impact of the IronSource acquisition, suggesting it's no longer a high-growth company.Although Unity projects significant EBITDA by 2024, a substantial portion comprises non-negotiable costs, limiting the stock's attractiveness.Михаил Руденко/iStock via Getty ImagesInvestment ThesisUnity Software $Unity Software Inc.(U)$ delivered a set of results that were not as bad as I predicted. Consequently, I no longer believe it makes sense t

The SoFi $SoFi Technologies Inc.(SOFI)$ stock price fell by -5.47% on Friday, 4th Aug 2023 from $10.05 to $9.50. It has now fallen 4 days in a row. During the last trading day the stock fluctuated 6.65% from a day low at $9.47 to a day high of $10.10. The price has fallen in 6 of the last 10 days but is still up by 0.74% over the past 2 weeks. Volume has increased on the last day by 4 million shares but on falling prices. This may be an early warning and the risk will be increased slightly over the next couple of days. In total, 42 million shares were bought and sold for approximately $395.71 million.Given the current short-term trend, the stock is expected to rise 88.48% during the next 3 months and, with a 90% probability hold a price between $1

ttoo $T2 Biosystems(TTOO)$, according to fintel, is 56% shorted in off exchange (dark pool) trading. this could be a dampner on the price they also show 5.5M shares available for short trading now, down from 7M 3 hours ago. short fee borrow rate is at 15.24% today, was 17.24% on aug. 1st.

SummaryThe semiconductor auto segment is being overlooked amidst the hype around AI and ChatGPT, despite its potential for significant growth.Nvidia Corporation, Qualcomm Incorporated, and Mobileye Global Inc. are the leading companies with the scale to succeed in this sector.Each company has solid strengths to satisfy the fast-evolving landscape of this sector, which is a hybrid between auto and technology.Reaching full autonomy will require a lot of AI and this sector could see more investment than ChatGPT and datacenter.This is still a fragmented and evolving industry and should give excellent returns for the next decade.metamorworksSecular Semiconductor Auto Sales GrowthAmid the ChatGPT and "Artificial Intelligence" AI excitement and hype, the semiconductor auto segment seems to have b

SummaryNikola, the electric vehicle manufacturer, has seen a recent rally in its stock price.Despite positive developments, the company still faces significant challenges.NKLA's future is uncertain, especially after shareholders rejected a proposal to issue more stock to raise needed capital.TraminoBackgroundOver the last decade, the investing public has seen many electric car and truck makers come and go. In the veritable gold rush that the government subsidized industry of electric vehicle and battery manufacturing has become, there are no shortages of sky-high promises and underwhelming deliveries.Enter Nikola $Nikola Corporation(NKLA)$. Founded in 2014, the company was one of the most hyped companies in the EV space. Its main product

Summer time in Southeast Asia, service industry currently have increased, use of the services of Grab $Grab Holdings(GRAB)$ are also increasing. The era post-COVID will be a new fresh start for the company that have shown in the last report a cut in there expenses and debt management improvement. The company will grow steadily over the next 5 years. DO NOT EXPECT HUGE GROWTH IN SHORT TIME.

It's like emergency room doctors wo will never ever buy a trampoline. They are smart, experienced, and removing that pile of risk from their kives.But, there are still millions of other people who keep buying trampolines, and the manufacturers and sellers are making money.Buying with just a PayPal $PayPal(PYPL)$ transaction is impossible or difficult and risky to reverse with companies who aren't full onboard with the method. I was just pointing out that PayPal built a method around that, which increased use of their services, even at businesses that said "We won't do PayPal."From my point of view, you're part of the smart 1% who doesn't want the risk and bad experience. I'm looking at the 99% who will keep making transactions.If I start to eat he

SummaryRoblox has shown stable revenue growth rates, with a potential 20% CAGR, attracting investor interest.Bookings growth of 23% YoY in Q1 2023 indicates the platform's ability to sustain its growth trajectory.Profitability concerns arise due to the significant portion of revenue attributed to stock-based compensation.Ivan PanticInvestment ThesisI argue that Roblox $Roblox Corporation(RBLX)$ is growing more stably than it may appear at first.But I'm quick to note that the bull case is not without blemishes. Indeed, its underlying profitability leaves investors wanting more.Nevertheless, I make the argument that if Roblox can convince investors that the business is still growing at 20% CAGR, investors will be keen to back this stock and this wou