Chinese EV already have early lead, and will be boosted by killing off Europe competitors and will still be able to compete against higher cost Europe market. Xpev, leader in auto software, will get more partnership opportunities and benefit from this. At the end, Freetrade countries eventually drops barriers and found more setbacks. I don't see this as negative news for Xpev, but more potential good news for this stock.The victors will have superior products and once the stigma of made in china is gone just like made in Japan in the 60's/70's, they will conquer global markets.Chinese EV companies are seriously undervalued right now. The issue is there are lots of them and competition in the market is FIERCE. I've lost 70% on XPEV but their new G6 is a beast and serious value for money.
fizzik
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Is XPEV making a move higher ? LONG
Is XPEV making a move higher ? LONG
TSM: Good Investment or not?
Recently noticed that TSM has been downtrodden, however it still seems undervalued to me at a glance sitting at a P/E of 15. IIRC TSM is building a facility in USA and its not been going too smooth. Its been delayed, and the TSM executives aren't too happy with "American work culture" compared to the taiwanese one. Basically they are saying Americans are lazy compared to Taiwanese so they are trying to get more Taiwanese people to be approved for US visa by asking Biden so they can replace the American workers that are building the plant which the unions have been really pissed about. I think they are also trying to get Taiwanese engineers in the plant after its built instead of American ones as well because of the same reasons. I remember reading one of the key persons in TSM saying somet
TSM: Good Investment or not?
Coinbase Gearing Up for its next Move
Hi guys! This is an Update on recent Technical developments found for Coinbase (COIN).I've successfully identified the Inverse Head & Shoulders Pattern. Check out that idea down below.We have completed the Return Rally back to test Support on the Neckline. Now ive been assessing if there are signs that we continue the Inverse Head and Shoulders with our final explosive breakout move.This analysis is done on the 1 day timeframe.As you can see we have tested and CONFIRMED Support on the Neckline.After doing so we have inched higher.Notice now, we are ABOVE the 21 EMA.With the last 3 days of candles, forming LOWER WICKS off the 21 EMA.This is a great sign of SUPPORT.We must continue to stay ABOVE the 21 EMA.Being Above the 21 EMA on any timeframe indicates that we will most likely have an
Coinbase Gearing Up for its next Move
Palantir Technologies Stock: Better Avoid It
Firstly, there probably wasn’t a good moment to buy those stocks. They were likely never a good buy, probability wise. You can’t use survivorship bias and say “shoulda bought that stock” any more than saying you should have played those powerball numbers after the draw.Second, my point is simply you can’t look at growth alone either. Both earnings and growth should be considered.Holding only to value metrics also means that there was never good moment to invest in Tesla, Amazon or Netflix.
Been playing with 30DTE MSFT Options, and I'm cautiously LONG
Background- Been playing with 30DTE MSFT Options for the last 3 months, and I'm cautiously LONG since buyers always seem to buy at Bollinger Bands ranges rather than let it drop below those ranges, regardless of Earnings, News Cycles, or Open Trading Windows.Growth Fundamentals1. MSFT is a major holder in OpenAI pre-public stock2. OpenAI: Will continue to benefit from first mover advantage at scale + API adoption (now part of many workflows)3. Azure: Continues to benefit from cloud infrastructure adoption4. Office: Continues to benefit from increased knowledge worker population🧠 IMHO this combination is what will help us get to annotation #3. (Consumer hardware and gaming business is probably not going to make a significant difference any time soon.)Technical Analysis1. Weekly chart shows
Been playing with 30DTE MSFT Options, and I'm cautiously LONG
Micron: The Time To Buy Is Now
The reason I am so bullish is actually a very simple thesis. The demand for memory is going up exponentially with all high performance computing applications/ AI/ Meta/ the need for memory is not going anywhere. And there is only one domestic player. If there comes any policy that encourages all domestic tech companies to buy memory from micron then …:) I can see that happening with policies for domestic chips factories being made here. Again all these are uncertain and market will not price that in now. But, obviously this isn’t a boring company that’s dying out.$Micron Technology(MU)$ $C3.ai, Inc.(AI)${{5997c4061e71428a877f1734bc5f5095}}
After seeing Coinbase show that their deposits were actually up for the quarter I think it’s becoming safer to say that the 180 million provision for future bond sales SI set up last quarter will be an overstated provision. That they didn’t need to sell as many bonds this quarter than they thought. And thus their future related write down was too much. I’m actually expecting a better earnings over the past 30 days. So in my opinion this one is worth holding through the earnings release and stacking up hard before it. $Silvergate Capital(SI)$
What is the next resistance level?
Not yet the dumb money has to actually believe we are in a new bull market. Plus you have to have the bears capitulate and positioning and sentiment have to go extremely bullish. Then I would load up on puts. Right now people are still short. Dumb hedge funds got caught on the wrong side by being short. Now the bulls trying to get back what they lost last year. Once the shorts capitulate I would probably wait for that setup. It’s all about positioning and sentiment really. I’d look at the COT reports which contains valuable data to know which is a better risk reward. This stock however can only appreciate more if they fire the CEO and get someone competent. Good luck to all.
$CleanSpark, Inc.(CLSK)$ There is a lot of open interest looking to expire at $17+. I wouldn't be surprised to see it close below $17 today to wipe out all these calls. It's a tough market for options, I don't recommend you play in them if you don't know what you're doing. Buy common shares, DCA, hold. It's a better strategy. GL bulls.
Black Spade Acquisition Co: Sell The VinFast Listing
One of the hottest areas in the market over the past couple of years has been the electric vehicle space. The dramatic rise in Tesla (TSLA) shares has sent investors looking for the next big winner as consumers shift to more environmentally friendly transportation options. However, most names that have gone public recently have ended up seeing major losses for their shareholders. Another emerging EV player is about to start trading publicly when its special purpose acquisition company ("SPAC") deal is finalized, and it could be the latest one to have a rough road ahead.VinFast is an electric vehicle maker based in Vietnam, but it is looking to expand its global footprint. Its facilities in Southeast Asia have a maximum production capacity of 300,000 EVs per year. In May, the company a
Black Spade Acquisition Co: Sell The VinFast Listing
$Faraday Future Intelligent Electric Inc.(FFIE)$
$Grab Holdings(GRAB)$
Shopify: Get Ready For A Potential Bull Run In 2023
SHOP is weaving their web through the commerce enablement world with:1) their direct in-house solutions2) their massive 3rd party developer ecosystem who they charge ZERO% to $1 Mil/year in revenue, which turbo charges innovation & incentivizes developers to steer a tidal wave of the best merchants to SHOP.3) their investments into many such companies like Stripe, who indirectly helps Shopify reach much further through the commerce world, builds their moat, causes their competitors to use them indirectly, and probably gives Shopify a voice with those companies about innovating solutions together, kind of like an activist shareholder.4) they are building majority ownership into many standalone companies that help them offer solutions directly to their competitors customers….like 6 River
$Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$ $Intel(INTC)$
SE: on the rise
I own SE and have since its dramatic fall to the low 60's. Southeast Asia is on the rise, and SE will follow it because Forrest Li is the founder and largest shareholder with the most skin in the game, and he has a clear long-term vision.To clarify, the current share price is Absolutely ludicrous. We all know that Sea will show even more profitability and a positive surprise for gaming division. The current share price seems to have totally forgotten that Sea is even profitable, as if the previous three earnings never happened. Many similar stocks having increased massively while Sea lags behind, for no apparent reason at all.I am sure there is a lot of money waiting on the sidelines, we will finally get passed the 90-100 range. I would not be surprised to see 100 or over with a pullback t
SE: on the rise
JPMorgan And Capital One: Relatively Safe
Time and time again over the years I've seen fast-growing sub-prime lenders get clobbered by somewhat predictable downswings in the business cycle. Not always, but often. In inflationary times the pressures on sub-prime borrowers grow exponentially with interest rates, and down goes their financial ecosystem. So, I've learned not to salivate over potential outsized returns, but rather to accept a possibly lower but safer long-term return. I agree that COF is one of the better-run sub-prime lenders, but over most of at least the last 14 years during which COF grew nicely, conditions couldn't have been much sweeter. Those stable low-rate disinflationary days are gone. The 42 years of disinflation since 1981 are gone. Don't mean to sugar-coat things, but what we have now is imbedded cost-push
DIS and NFLX : The Power Of Big IP
DIS has 4 out of the top 10 biggest box office movies in 2022. NFLX and DIS basically own streaming, NFLX dominating on the series side and DIS on the movie side. DIS doesn't produce nearly the volume of series that NFLX does but every time they release a new Marvel or Star Wars series, it hits that Nielsens top ten list with admirable regularity. That's the power of big IP in action.Streaming is just a rough business model because it supplanted cable, with its captive audience, and broadcast, with its ad glut, and replaced it with a system where customers can pay peanuts, hoover up the content they like, and bail for most of the year.I've been doing it myself. I subscribed to Disney+ for a 6 month free trial and by the time it was over, I was out of stuff to watch. I'll return next fall m
UPST has an average volume of 11926400. This is a good sign as it is always nice to have a liquid stock.One group says UPST will take off and stock price will shoot up. It's Cashflow positive, with tons of cash. Besides, rates aren’t going higher by any meaningful amount and Upstart is profitable where current rates are. Eventually the macro will improve and Upstart will quickly recover. I'm also heavily invested in upstart Just hold and buy more below $30 ... This is run once rates come down next year. $Upstart Holdings, Inc.(UPST)$
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