To The Moon

A group of activist investors led by Arkhouse Management and Brigade Capital Management raised their offer for $Macy's(M)$ again over the weekend, the third time they have raised their offer for the retail giant.The latest offer is $24.80 per share, a small increase from the previous $24, for a total valuation of about $6.97 billion.The news pushed Macy's shares up 12.6% on July 5Takeover offer historyDecember 2023: initial offer of $21 per shareMarch 2024: offer price increased to $24 per shareJuly 2024: latest offer reaches $24.80 per shareChallenges and Opportunities for Macy'sDespite the attractive acquisition offer, Macy's faces a number of challenges:Pressure on performance: revenue declined 1.2% year-over-year in the first quar

$英伟达(NVDA)$  

$SVB Financial Group(SIVB)$Bankruptcy has become the biggest hot spot in the financial circle this year. Although the impact is controllable at present, the market fluctuates a lot. Especially now that the pressure is returned to the central bank, the Fed will have to face a choice between "further hurting the economy" and "controlling inflation in rate hike".The banking problem in Silicon Valley is a liquidity crisis caused by rate hike. The essence is that the continuous tightening increases the loss of bonds held by banks with long-term mismatch and increases the mismatch between assets and liabilities. The sudden run on banks enlarges the liquidity gap and leads to bankruptcy.This problem affects almost all banks, because in the rate hike environ

——Like the old saying, Less is more! The financial reports of US sports brands are often not based on natural quarters and years, such as $Lululemon Athletica(LULU)$ ，That is, the end of January of the following year is the end of the current fiscal year. Therefore, in the past quarter at the end of July, Lulu Lemon experienced the second quarter of fiscal year 2021. The market's expectations for the performance of sports brands are not full. The main reason is that repeated epidemics in North America constantly bring challenges to outdoor activities. Therefore, LULU's share price did not show a new high with the market before the financial report, but was somewhat conservative. However, as soon as the after-hours f

Netflix$Netflix(NFLX)$ 's financial report started the Q2 technology stock financial report season, and it was very exciting when it came up. 1. The market expectation is already very low. Before, the market consensus was to add 1.2 million users, but in fact it was 1.53 million. However, considering that it was 10 million users in the same period last year, it is difficult to compare. But look at the curve and combine 20 and 21 years, which is an average level.​​ But the problem is that North America has experienced the first decline, with a net loss of 430,000 users. This is a bad omen. Although Q2 is not a strong period for Netflix dramas, and the base has been pushed too high before, turning around for whatever reason means that t

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