$Lucid Group Inc(LCID)$ Summary Our thesis on Lucid has always been about its production ramp. However, given the worsening COVID lockdowns in China, we believe its FY22 production guidance is at risk. In its Q1 earnings card, management also highlighted that its guidance is predicated on improved supply chain visibility in China from May. LCID stock is also testing a critical support level. If buyers fail to hold, it could face a steep selloff to force capitulation. Therefore, we revise our rating on LCID stock from Buy to Hold until we get clearer visibility in China. I do much more than just articles at Ultimate Growth Investing: Members get access to model portfolios, regular updates, a chat room, and more. A key takeaway from its Q1 pr
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$SUPER MICRO COMPUTER INC(SMCI)$ Cannot judge a stock because some analyst made an estimate for a Q that the company didn't meet. More data centers are using SMCI hardwares. Think of $NVIDIA Corp(NVDA)$ few years back. đ¤ Look at NVIDIA today. This company is in line to be trillion dollars market cap club.
DHL has officially conducted deep cooperation with SIA in trans Pacific region
DHLExpress has entered into a Crew and Maintenance agreement (CM) with Singapore Airlines (SIA) $SINGAPORE AIRLINES LTD(C6L.SI)$ to deploy five Boeing 777 freighters marking a further step in the expansion of its intercontinental air network. The deal is also targeted at meeting customer demand in the fast-growing international express shipping markets. Strong transpacific demand "With the deployment of five Boeing 777 freighters, we can expand our express service linking the Asia Pacific region with the Americas," said Travis Cobb, EVP global network operations and aviation at DHL Express. "Following the pandemic, we see good prospects for strong growth in trans-Pacific trade lanes. By collaborating with Singapore Airlines, we see a unique chance
DHL has officially conducted deep cooperation with SIA in trans Pacific region
Lucid Stock Forecast: Is Growth Coming? Don't Even Think About It
Lucid Stock Forecast: Is Growth Coming? Don't Even Think About It
Rivian Automotive: Is The Dream Of Challenging Tesla Doomed?
Shares of electric vehicle maker Rivian Automotive $Rivian Automotive, Inc.(RIVN)$ have been spiraling lower at such a rapid rate that even the companyâs most faithful investors are beginning to doubt whether there will be any success in its future.The Irving, Texas-based startup has lost more than $120 billion in market value in the four months since it went public on Nov. 10, in one of 2021's biggest, most watched IPOs.
Rivian Automotive: Is The Dream Of Challenging Tesla Doomed?
Better Buy: Intel vs. Micron Technology
$Micron Technology(MU)$ Which one of these promising semiconductor stocks should you be buying right now? The PHLX Semiconductor Sector Index has shed more than 23% of its value in 2022, which is a tad surprising as the booming demand for chips has led to sharp growth in the semiconductor industry's revenue. In 2021, the global semiconductor industry recorded $556 billion in revenue, an increase of 26% over the prior year. The strong sales trend has continued in 2022, with monthly sales exceeding $50 billion in both January and February. But the broader sell-off in tech stocks has kept semiconductor stocks from exploding on the market. Intel ( INTC -2.02% ) stock is down 11% this year, while Micron Technology ( MU -2.13% ) has suffered a bigger drop of
Better Buy: Intel vs. Micron Technology
All the Chinese internet Giants have showed slowing growth however given the current economic climate with that regulation clampdown the fact that these companies still held on and showed some growth is phenomenal. Go back and look at the most successful companies and you will see that it is not a straight line up and there are many times that you're on your growth slows or even goes negative for a short while don't let the short-term growth slowdown impact long-term holding plans$TENCENT(00700)$
Alibaba: Lost Its Growth, Lost Its Value
Since we previously covered Alibaba Group Holding Limited $Alibaba(BABA)$ , its share price had collapsed since its peak by 67%. In our previous analysis on Alibaba, we examined its cloud segment as it became profitable for the first time and we expect its margins to continue rising to attain profitability levels of AWS and Azure in the next 2 to 3 years. Moreover, we looked into the regulatory risks of Ant Group regarding its lending business segment which represents over a third of its revenues. Furthermore, we examined the regulatory crackdown on its e-commerce but believe it not to solely target the company but expect it to lose out the most with its significant market power as the dominant market leader. Additionally, we did not account for proc
Alibaba: Lost Its Growth, Lost Its Value
XPeng: Firing On All Motors, But Cutting To Neutral On Political Risk
XPeng $XPeng Inc.(XPEV)$ , the 'Tesla$Tesla Motors(TSLA)$ of China', is charging ahead with growth, with another month of record deliveries on a sharp m/m jump. The manufacturer has crested above NIO in terms of YTD deliveries as it extends its monthly lead, and is poised for another year of strong growth ahead. Expansion plans look well managed, and the new G9 highlights XPeng's lead in tech. However
Why Shopify Inc. is a High Growth Stock, but Possibly Overvalued
Shopify Inc. $Shopify Inc(SHOP)$ is seeing increased volatility after a four-month downtrend. Investors are wondering if the price has found a grip, or if the stock is still losing ground, especially with today's price action prompting investors to re-evaluate their thesis. In this article, we will re-cap the key fundamentals and estimate if the stock is trading around value. Shopify provides a platform for merchants to create an online presence and distribute their products. Its main competitor is Amazon $Amazon.com(AMZN)$ , with one of the key distinguishing features being that Shopify caters to merchants while Amazon competes with them and is generally more tilted on the side of the consumer. Shopify aims to
Why Shopify Inc. is a High Growth Stock, but Possibly Overvalued
$Broadcom(AVGO)$ Those who gambled and bout OTM calls earlier this week must be frustrated in AVGO daily decline.Better to sell OTM calls and reap in premiums. $1700 calls sold last week all going to ZERO. I mean all OTM calls to zero tomorrow.
2022 Outlook on NIO: Emerging Automakers Strategy
The delivery of ET7 is imminent, and the sluggish sales situation is expected to fade out in 2022.$NIO-SW(09866)$ In 2021, NIO sold 90,805 cars, a year-on-year surge of 108%. However, its ranking among emerging automakers by sales volume dropped from the first in 2020 to the third. This is mainly affected by three factors. - First, the delivery plunged in October 2021 due to the reorganization and upgrade of the production line as well as the preparation for the launch of new products. - Second, the upcoming ET7, ET5 and ES7 will all be delivered in 2022, which led to a gap throughout 2021 when the existing models ES6 and EC6 were squeezed by new stronger rivals such as Model Y and BMW iX3. - Third, new cars were mainly sold in
Forget Bitcoin - 3 Reasons To Buy Coinbase Instead After Q2 Results
Summary COIN reported strong Q2 results. Q2 affirmed our reasons to forget Bitcoin and buy COIN instead. We detail 3 reasons why in this article. Back on May 20th, wetold investors to forget Bitcoin(BTC-USD) and buy Coinbase (COIN) instead. Recently, COIN reportedstrong Q2 resultswhich affirmed our thesis for choosing COIN over BTC. We detail 3 reasons why in this article. #1. Agnostic To Cryptocurrency Winners As management stated on theearnings call: We 're agnostic about which assets are going to win, we really just want to support every asset that's legal for our customers. And we have a very rigorous process we've created on the compliance, and the legal and cybersecurity evaluation of these assets to make sure they comply with those standards, but once we get comfortable with that, w
Forget Bitcoin - 3 Reasons To Buy Coinbase Instead After Q2 Results
Tencent, China Giantsâ Targets Cut Most Since July
A rapid 30% recovery from the trough for Chinese technology stocks is still far from convincing some market watchers that the worst is over for the sector. Analysts slashed their target prices for members of the Hang Seng Tech Index in March by the most since July following a sluggish earnings season, according to data compiled by Bloomberg. Analysts slash Hang Seng Tech Index members' target prices in March Price objectives for internet giant Tencent Holdings Ltd. $TENCENT(00700)$ and online retailer JD.com Inc. came down by more than 10%. Smartphone component maker Sunny Optical Technology Group Co. and software company Ming Yuan Cloud Group Holdings Ltd. had the biggest reductions among index members, down 33% and 30%, respectively. The Hang Seng
One of the most cutting-edge tech stocks out there; their AI innovation alone made me buy in, but they have so many other amazing things going on too.The biggest risk is their high P/E ratio, which could be subject to a nasty correction, if some wider market correction takes place. If such a correction does happen, I will consider buying more $NVIDIA Corp(NVDA)$. This is a great stock to hold, long-term. Tech is what drives economic development these days and $NVDA is at the top of their innovative technology game.
$Nike(NKE)$Hey bulls I got a good one for you:So the clothing industry is highly competitive as you may know, with numerous brands vying for market share. Established companies like Nike face pressure from both high-end luxury brands and cost-effective fast fashion. This intense competition only puts limits on Nikes pricing power and profit margins, making the current high valuations truly hard to justify with their performance. When the environment improves, Nike's current valuation will look very reasonable. Be patient, guys.
$Starbucks(SBUX)$ I don't own SBUX, but I can't imagine people unionizing a coffee shop. That is a job for college students or high schoolers. Then, in my town, there are drive by coffee shops springing up. They are called SEVEN something-- forgot the rest of the name. They do have lines, but if I am going to buy coffee I go to MCD and get the Sr. coffee for $1.
$TSM$: Russia-Ukraine Conflict Impacts Stock, Time To Consider?
Investment Thesis Taiwan Semiconductorsaw$Taiwan Semiconductor Manufacturing(TSM)$ itself engulfed in the ongoing Russia-Ukraine conflict. Analysts and strategists had raised the volume on the rhetoric concerning China potentially mulling about a "forceful reunification" with Taiwan. Some experts believe that Russia's military operation would embolden China to consider invading Taiwan in the future. On the other hand, others think that Russia hid its hand in its
$TSM$: Russia-Ukraine Conflict Impacts Stock, Time To Consider?
$Grab Holdings(GRAB)$
All the noise from todays correction over shadowed the PR that Toyoda just Partnered with Telsa$Tesla Motors(TSLA)$ for Sensor development, and BOFA upped there price target to 1300 today for Tesla. Secondly Texas Factory opening party tomorrow followed by earnings on the 20th. I am thinking this will be around 1200 or alittle more in the coming weeks thats for sure
$Alphabet(GOOG)$
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