twisty
twisty
Follow the market, follow the money
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avatartwisty
2022-05-21

Alibaba: A Battle With Shopee, JD.Com And Pinduoduo

Summary$Pinduoduo Inc.(PDD)$ The impact from the regulatory crackdown and increased competitive pressure are starting to reflect in Alibaba’s financial statements as the core commerce organic growth grew only 15% YoY. Alibaba is re-investing its profits back to grow its business in C’s less developed region, and international markets, but they are faced with strong counterparts, which may deter their growth. Alibaba’s pledge to enhance their compliance with the regulations ensures that they are less likely to be targeted by the Chinese government in the future. According to our estimates, we believe Alibaba is worth $238.13 per share, a 104% upside from the current share price. Alibaba headquarters maybefalse/iStock Unreleased via Getty Images This ar
Alibaba: A Battle With Shopee, JD.Com And Pinduoduo
avatartwisty
04-15
$Palantir Technologies Inc.(PLTR)$ The Head and Shoulders Top is an extremely popular pattern among investors because it's one of the most reliable of all formations. It also appears to be an easy one to spot. Novice investors often make the mistake of seeing Head and Shoulders everywhere. Seasoned technical analysts will tell you that it is tough to spot the real occurrences.Head and Shoulders Top is considered a bearish signal. It indicates a possible reversal of the current uptrend to a new downtrend.
avatartwisty
03-26
$Lucid Group Inc(LCID)$ Full stop this is nothing but good news for Lucid. The money 1 Billion from the preferred offering will go to insure Gravity will be available for sale on time later this fall. Very creative financing to do in such a way as not to hurt existing shareholders.I've been hearing some issues with the name Gravity being in contest for trademark infringement with another Company which is nonsense. First how do you trademark the word Gravity. Second the company using gravity for their business is not an EV maker so no confusion there.Gravity is coming and shorts will be squeeling like a pig cause Gravity is creating a lot of buzz. She is quite beautiful and yes innovative and what the market want
avatartwisty
03-22
$Grab Holdings(GRAB)$ Actually nothing is happening. I live in South East Asia and I work for Grab. Grab's presence just grow stronger and stronger here. Even becoming a household name for e-hailing. Grab's digital banking will be a boom.
avatartwisty
2022-04-26
If DIS would consolidate A&E/History/Lifetime (from Frndly), ESPN, FX (from HULU), and ABC onto it's Disney+ platform, like they have with their NatGeo brand, they'd see a growth in subs across their brands. Make it the one place you must go for all Disney owned content.$Walt Disney(DIS)$ $Walt Disney(DIS)$Walt Disney(DIS)
avatartwisty
04-18
$Apple(AAPL)$ it can stay where it is as long as Apple continues buying back shares which I think matters more than the stock going up a measly dollar or two. I'm glad the critics are trashing Apple non-stop so Apple can repurchase more shares. BTW, ,more like confidence. I still think Apple will be around longer than I will.  That's good enough for me.  If Apple ever gets back to being a $3T company, I'll be more than satisfied.
avatartwisty
03-28
$Apple(AAPL)$ The bottom line is Apple iPhone  sales are so low and if your iPhone sales are down that means people are by earbuds and watches or iPad because why would they because it all connects together and this is one of the reasons why Apple wants to secure more dominance because they know if they’re losin...
avatartwisty
03-20
$Palantir Technologies Inc.(PLTR)$ This price is all about the .50 option increment-thts y i dislike options-u want ur money to grow in a vertical increase - not in a vertical decrease that causes a vertical increase u r creating an extra step tht is costing u money-
avatartwisty
2021-09-23
NVDA is headed back to all time highs now that most “weak hands” have left the playing field, and uploaded legions of new enterprising investors with strong conviction— who had the confidence to make the most of the recent dip below $210!?? *** What a “sweet and timely bargain bin price” that brief decline turned out to be — now that NVDA has “course corrected”; and headed back to higher ground!!!???$NVIDIA Corp(NVDA)$
avatartwisty
09-12
$Intel(INTC)$ selling their processors is not the problem here. Many clients in big institutions are buying Intel pcs. the problem is they are spending a ton of money building the foundry and this process takes a long time. I expect share price to be held down for a long time but I'm also a nibbler at these prices.[Grin][Grin][Grin]
avatartwisty
04-11
$XIAOMI-W(01810)$ Orders are scheduled to the end of the year, who says there is overcapacity in millet? People in the overseas markets can not buy the millet's car at all. Look at Twitter, Spanish car friends enviously said that they hope this car will be sold soon in Spain, millet's popularity is very high in Spain.
avatartwisty
09-12
$First Solar(FSLR)$ Up 12% yesterday because of the debate? It's obviously a short covering rally, so I took the opportunity to sell as I'm a trader. But I can see where others may consider taking the other side of the trade, as the advance may not be sustainable. I'll go long again with a consolidation move back to $220 in several days.[Grin][Grin][Sly][Sly][Lovely][Lovely][Lovely]
avatartwisty
2021-09-23
Tomorrow retail will join on the shorting side. That will be interesting. I will load up, hopefully above $30, and watch this drop back to $10.$Helbiz, Inc.(HLBZ)$
avatartwisty
2021-09-23
VW squeezed to 347billion dollar valuation (biggest stock market valuation at that time) @ 12.8% short interest. Bloomberg terminal claims 15m shares = 3% of float (480m+ synthetic shares on 76m real float). There are multiple companies that are values 1+ trillion. My opinion, GME could squeeze to a few trillion no problem.$GameStop(GME)$ very very very
avatartwisty
09-13
$PDD Holdings Inc(PDD)$ This week at closing $92(M), $93(T), $95(W), and $97 yesterday with high volume. With even markets will break $100 this day. Great time to add or buy at these prices. Doubt $150 prediction but for sure $120 before Thanksgiving. [Great][Great][Great]
avatartwisty
04-15
$Tesla Motors(TSLA)$ Not only will Layoffs not help Tesla sales, it might do more harm than good, what some say are already very bad Customer Service, will only get worse if Tesla slashes white collar employees.  Again Layoffs will NOT do anything to help Tesla with it's core problems, that being a BIG Drop in Sales. Elon Musk is 100% responsible for Tesla having a BIG Drop of 100K in sales last quarter.
avatartwisty
04-08
$Sea Ltd(SE)$ just entering the scene here. this can go to 38 or 88 based on the technical limits so i like the action , just new to the show. does this company actually make money?? there income statement is weird net loss because of doem ambigious sales expenses and major jumps in r&d expenses - then the balance sheet looks good. whats the story? momentum looks like its reversed upward so im inclined to buy calls!
avatartwisty
03-21
$Alibaba(BABA)$ No need to kick yourself. Stocks and chances come and go. Right now I think BABA is best to profit from next decent up move. Be on board... for not having to kick yourself again in a few weeks or months for missing this opportunity...
avatartwisty
09-09
$NVIDIA Corp(NVDA)$ Buffett selling, BZO selling, The Walton Family selling, Jensen selling, NY Banks short to make trillions on the stock market crash and Elon pumping his stock from offshore accounts with AI bots to avert a certain bankruptcy! And you are?[What][What][Sad][Sad]
avatartwisty
04-17
$Trump Media & Technology(DJT)$ It’s illegal for the company to issue more shares so they can cover their own shorting of the stock.  This is what is happening and the SEC will investigate and halt trading.  They’ve got themselves a mess here that snowballs like a Ponzi scheme. MAGA supporters transfer their wealth to Trump and Banks.  Proceed with caution if buying.

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