$Advanced Micro Devices(AMD)$
EuniceGrote
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I started a position in $JD yesterday & also added a bit to $TCEHY & $BABA. With sentiment near ATLs + dirt cheap valuations + managements willingness to focus on returning cash to shareholders (via buybacks/dividends)… It’s very difficult to ignore Chinese equities ATM. $京东(JD)$ $腾讯控股ADR(TCEHY)$ $阿里巴巴(BABA)$
$Marathon Digital Holdings Inc(MARA)$
NVDA have much less success muscling AMD out in that space
NVDA have much less success muscling AMD out in that space
Why Unity Software Stock Rocketed Over 12% Higher Today
What happenedShares of 3D content-creation platformUnity Software(U-2.46%)soared 12.9% higher today as of market close. It was a fantastic day of market outperformance, given that theS&P 500Index was up just under 0.2% and the Nasdaq Composite was up 1.8%.https://finance.yahoo.com/quote/U/?p=UEven after today's jump, though, Unity stock is down 70% so far in 2022 and 82% off of its all-time highs reached late in 2021.So whatA myriad of factors contributed to Unity's rally today. The most apparent was a falling 10-year U.S. Treasury yield, which ended the day at a 2.8% annual yield compared to about 3.5% in mid-June.Lower interest ratesincreasethe present value of risk assetslike stocks, especially those of high-growth companies like Unity that don't generate a profit yet. Conversely, h
An $8B buyout package was worth $49/share in 2019. Or $71/share upon completion of the repurchase next quarter. That's the result of substantial repurchases, paid for out of operating cashflow, shaving the outstanding share count by 30%. I don't know about anyone else but as an investor that's what I like to see. $Kohl's(KSS)$
Do Analysts Agree Wednesday on Shopify Inc (SHOP) Stock's Target Price?
Why are Analyst Ratings Important?Analysts know the inner workings of the companies they follow better than anyone but the companies’ management. You can learn a lot about a company from studying the financial statements, but analysts ask questions on conference calls and understand the intricacies of each of the businesses they cover. Analysts understand how bad weather in one part of the world can disrupt supply chains, or disrupt shopping patterns. This lets traders make decisionsbeforea quarterly report that could be worse than expected.InvestorsObserveraggregates the ratings of all the analysts covering a given stock, takes the average of those ratings and then percentile ranks the averages. That provides a level of granularity that is significantly better than just the three levels p
Do Analysts Agree Wednesday on Shopify Inc (SHOP) Stock's Target Price?
Reading analyst opinions is an effective way to decide where to invest, and there are several opinions available for FFIE since 1 analysts follow the stock currently. There are 0 analysts who recommend BUY ratings, while 0 suggest SELL ratings. Of the remaining analysts, 1 believe that the stock is worth HOLDING, 0 give it an OVERWEIGHT rating, and 0 thinks that it’s UNDERWEIGHT.$Faraday Future Intelligent Electric Inc.(FFIE)$
$CleanSpark, Inc.(CLSK)$
Evercore ISI downgrades SQ to Underperform (Sell) with a new price target of $55 (massive revision down from Outperform w/ PT $120). Apply the normal rules to PT's: They are usually 10-15% generous *and* they represent the PT over the coming year, so also do normal rate of return discounting, also 10-15% (leaning to 15% when inflation is meaningful as it is now). Applying those simple, normal rules to the $55 PT gets us to a current buy price in the low-$40s.Folks, SQ remains a stock to watch and the new domain is likely going to break to the downside.$Block(SQ)$
Roblox Is Burning Cash: What Should a Long-Term Investor Do?
Roblox's(RBLX-3.48%)growth hangover is in full swing. The digital entertainment platform that captured millions of new users through 2020 and 2021 just announced a second straight quarter of declining bookings. Other key financial metrics, including average revenue per user and free cash flow, were negative as well.The news hit Wall Street with a thud, with the stock down immediately following the second-quarter announcement even after falling over 50% year to date. Let's take a closer look at whether the investing thesis might be broken on this formerly high-flying business.The growth metricsRoblox is still growing its platform. The level of daily active users expanded by 21% even compared to a nearly 100% spike a year ago.Yet there are several warning signs that there is waning excitemen
$(FRC)$ Regional banks going down hurts not only the banking sector but ultimately, and in a big way, the general economy which would lose access to business loans which in turn will bring on business contraction, lay offs, etc.$(FRC)$ troubles are tied to liquidity due to fast rising interest rates (bringing down bonds prices); otherwise it has a sound business.Wouldn't supplying FRC with the necessary liquidity be the most reasonable course of action stemming off a run on other banks and a domino effect?
$(SOFI)$The stock price is out of SOFI's control. We are in a bear market and everything is going lower. SOFI stock price cannot hide from the market. Now, the public trusts financials even less. Thats gonna hurt.Externalities! Look at every bubble pop in history. There is always something that lights the fire before the real drop comes. The Fed did. Now the banks are in trouble - I mean the fake banks like fintech. The big boys with serious assets are fine but they are still going to go lower.When are you fundie textbook boys going to learn The Market and The Fed runs the show. Not EBITDA and spreadsheets.The real drop is about to come. Enjoy.
TSM is the largest and most advanced contract chipmaker. TSM technology is behind approximately 85% of worldwide semiconductor start-up prototypes.The firm's lead in technology has made it the dominant producer of 7nm and 5nm nodes. Last quarter, TSM's advanced technologies, defined as 7-nanometer and below, accounted for 51% of wafer revenue. Revenue from 5 nm products increased over 50% from the prior year.The company's technological lead gives TSM pricing power. In turn, this provides robust margins. The following chart illustrates the sway TSM holds over the industry.$Taiwan Semiconductor Manufacturing(TSM)$
$MicroStrategy Incorporated(MSTR)$
What You Should Know About JD
JD.com, Inc. (JD) closed at $56.54 in the latest trading session, marking a -0.98% move from the prior day. This move lagged the S&P 500's daily loss of 0.27%. Meanwhile, the Dow gained 0.4%, and the Nasdaq, a tech-heavy index, lost 0.18%. Heading into today, shares of the company had gained 8.72% over the past month, outpacing the Retail-Wholesale sector's gain of 8.25% and the S&P 500's gain of 7.36% in that time. Investors will be hoping for strength from JD.com, Inc. as it approaches its next earnings release. On that day, JD.com, Inc. is projected to report earnings of $0.43 per share, which would represent year-over-year growth of 13.16%. Meanwhile, our latest consensus estimate is calling for revenue of $38.27 billion, up 23.4% from the prior-year quarter. JD's full-year Zac
agree with folks talking about a good ER release. Just Compare SNDL against CGC and TLRY. both have a higher stock price with a lower performance then SNDL. SNDL had higher revenue, had a lower EPS loss than both CGC and TLRY (by 50%), comparable outstanding shares now, and had lower overall losses. Plus, SNDL losses is in only one of their business units (which wont repeat next quarter. So you tell me who is in the better position to show positive returns coming soon. Both CGC and TLRY share prices are currently higher. SNDL share prices should be higher against the compared ER releases.$Sundial Growers Inc.(SNDL)$
Is AT&T Stock Back in Action and Worth Buying Now?
AT&T stock is rallying after better-than-expected earnings. Here are the upside levels to watch now. AT&T (T) -Get AT&T Inc. Report is rallying on Thursday, up more than 4% after reporting earnings. For long-time shareholders, it’s been quite a nice reprieve over the last few weeks. The stock rode higher earlier this month once the companycompleted its spinoffof Warner Bros Discovery (WBD) -Get WARNER BROS. DISCOVERY, INC. Report. After consolidating over the past week, shares are on the run again. Today’s rally comes after the company was able to deliver atop- and bottom-line earnings beat. When Netflix (NFLX) -Get Netflix, Inc. Report reported earningsa few days ago, it reported a dip in its subscribers. This had investors worried about streaming losi
Is AT&T Stock Back in Action and Worth Buying Now?
WB is known for being extremely frugal. HIs Berkshire Hathaway organization likes to buy companies and keep the leadership in place and just receive all the dividends and earnings as they come in. So WB likes OXY. He will be patient about buying up his 50% because of his frugality. OXY's financial cleanup of excessive debt and elimination of the WB preferred shares is still over a year away. Once they are on strong financial footing, he will push for the buyout, and with his 50% ownership already secured, it won't take much to get the board to approve his buyout plan, since it will be considered a friendly takeover with leadership remaining in place like the other BH purchases. Him coming out today as a sly old fox saying he has no plans to buy the company should be taken with a grain of s
Xiaomi-Backer Snags $3.2 Billion as China Startup Hopes Grow
Qiming Venture Partners raised $3.2 billion across two new funds, joining Sequoia China and IDG in securing fresh capital as investors grow more sanguine about the country’s startup arena.Qiming, known for early bets on tech giants from Bilibili Inc. and ByteDance Ltd. to Meituan and Xiaomi Corp., becomes at least the third venture house in recent weeks to home in on significant new capital. The firm closed its oversubscribed USD Fund VIII at $2.5 billion and also raised roughly $700 million in the first closing of a yuan-denominated fund, both aimed at the technology, consumer and health-care sectors. Qiming now manages $9.4 billion across 18 funds, it said in a statement on Monday.Venture funding in China plummeted at the start of this year as the government’s far-reaching crackdown on c
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