lolmei

    • lolmeilolmei
      ·11-30 19:39
      Nvidia reported as expected for Q3 ending in October with revenue of $5.93 billion for growth of (17%) which matched management guidance of $5.90 billion.Nvidia is signaling that gross margin will return to normal next quarter with a guide for GM of 63.2%.Most importantly, management stated gaming will return to sequential growth in Q4 and that channel inventory will “approach normal levels” as the company exits Q4.
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    • lolmeilolmei
      ·11-30 19:30
      The merger between Unity and ironSource is now complete.Unity has reset financial expectations for the combined business specifically calling for a multi-year CAGR of more than 30%, and for a $1 billion run rate EBITDA.The combined company offers an end-to-end solution for game developers with more comprehensive functionality than any of its competitors.The in-game mobile ad market is feeling recessionary headwinds and that will constrain growth for Unity in 2023.The shares, while far cheaper than they have been since the IPO, are still not valued at "bargain basement" levels.
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    • lolmeilolmei
      ·11-30 19:13

      The Market Doesn't Think XPeng Will Win The Race

      ThesisWe updated investors in ourprevious articleon XPeng Inc. (NYSE:XPEV) to be cautious, as we gleaned a significant price top as the market led investors into XPEV's June highs.The market has since digested that momentum surge fromits May lows with breathtaking ruthlessness, sending XPEV spiraling toward a record low in October 2022. As such, XPEV has underperformed its peers significantly since our previous article, as it fell more than 75% from our caution.While we had expected a steep fall, we didn't expect such a massacre. We gleaned that the market had not sent XPEV into a capitulation move. Instead, it was a clear de-rating in Chinese stocks that impacted Chinese equities broadly, with XPEV taking the brunt of the selling.Our assessment suggests that investors could be pulling out of Chinese stocks in droves, reacting to the uncertainties from the Biden Administration's export restrictions on China's EV industry developments in autonomous driving.As such, we believe it has dri
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      The Market Doesn't Think XPeng Will Win The Race
    • lolmeilolmei
      ·11-29
      Bed Bath & Beyond's recent decision to increase equity dilutions signals it is racing to avoid a liquidity crisis.The company has faced declining gross margins for the past decade and has had inconsistently negative operating margins since late 2019.Weak holiday sales could push Bed Bath & Beyond into default as people reduce discretionary spending amid inflationary pressures.Bed Bath & Beyond's bonds may be of little value, since its negative operating margins suggest its business model is no longer workable.The company's managers may be able to delay bankruptcy, but I believe liquidation is inevitable.
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    • lolmeilolmei
      ·11-29

      Alibaba: Wait And See

      Investment ThesisMost Chinese stocks are down since 2021 started, and Alibaba Group Holding Limited (NYSE:BABA) is not an exception to the rule.Although many investors believe that the fundamentals are the same andthis drop in the stock price might have created a mismatch between the price of the stock and the value of the business and, therefore, an investment opportunity, this is not necessarily the case. The numbers have also changed since then.The Business Has ChangedAlibaba of today is not the same as Alibaba of three to four years ago, as fundamentals have changed drastically. Three to four years ago, most of Alibaba's business was customer management. This comes with high margins, as the company had its own platform and provided services like marketing which does not cost much, but now Alibaba is diversifying its business.DiversificationAlibaba has a stronghold in major cities. In fact, the corporation has a high revenue per user and a market share of almost 50%. The issue is th
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      Alibaba: Wait And See
    • lolmeilolmei
      ·11-29

      AMC Entertainment: Turning A New Chapter In This Saga

      When we last covered AMC Entertainment Holdings, Inc. (NYSE:AMC) and its preferred shares (APE), we stamped another "Strong Sell" rating on the two stocks. Our logic was not focused on any of the conspiracy theories floating around in this company. Itwas based on sound albeit generous, valuation measures that suggested that a 90% downside would be pretty standard. Specifically, we said, AMC still sports a $4.95 billion market capitalization and APE sports another $3.0 billion. That combined is at least $7.5 billion more than in it needs to be. Ahead of that is more than $5.4 billion of debt (ignoring operating lease liabilities). AMC's peak, pre-COVID-19 EBITDA was $1 billion. It's hard to value this at even 6X EV topeakEBITDA let alone the implied 15X multiple today. Short interest is not too high, all things considered and we think both the AMC and APE shares are a "Strong Sell," although we could see the logic in a Long APE, Short AMC trade. Source:Oh When The 'Apes' Go Marching In
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      AMC Entertainment: Turning A New Chapter In This Saga
    • lolmeilolmei
      ·11-28
      We all know by NOW#Cosm will probably be halted either at open or close there after. It means NOTHING..The CEO and his TEAM are one of US.. They WILL NOT BE SELLING .. They want what's best for the investors and their company..Just hold and let it play out..
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    • lolmeilolmei
      ·11-28

      Canoo: As Orders Surge, Fears Of Bankruptcy Look Misplaced

      Canoo's (NASDAQ:GOEV) death seemed inevitable a few months ago, with the company's liquidity position fast running out and there seemingly being little operational traction on plans to get its vehicles to market. But the Justin, Texas-based company has moved quicklyover the last few months as management, backed up against their impending irrelevancy, has engineered a great comeback for the firm as several new partnerships have been announced.The company's fiscal 2022 third quarter results, whilst still pre-revenue, provided operational updates that fundamentally continue to support the long-term bull case. One that sees EVs increasingly play a larger part in the fast-expanding climate economy. The potential for runaway growth for the industry was always questioned by bearish sentiment, which stated EVs would always fail to compete on price and that range anxiety would discombobulate their rollout versus gas and diesel-powered vehicles. So recent news that Canoo had signed anagreement w
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      Canoo: As Orders Surge, Fears Of Bankruptcy Look Misplaced
    • lolmeilolmei
      ·11-28

      Marathon Digital: Prepare For A Longer Crypto Winter

      Like most Bitcoin miners, Marathon Digital (NASDAQ:MARA) has been facing significant headwinds due to the prolonged selloff inBitcoin(BTC-USD) and other cryptocurrencies. Elevated energy prices and grid disruptions have also provided another dimension of challenges forBitcoin minors. Marathon has long been one of my favorite Bitcoin mining opportunities, but the recent guidance from the Federal Reserve and the general lack of interest in cryptocurrencies have started to seriously threaten even the best mining companies.The Bitcoin IssueFor some time, some investors in the cryptocurrency in the mining space have been posing the question of whether it is better to buy the Bitcoin mining companies or the cryptocurrency that they produce. Bitcoin miners have seen the token fall precipitously to what, for most, represents an unprofitable level, as most mining companies have direct costs in the $10,000-$15,000 range and total cost per token somewhere close to $30,000.Historically the price o
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      Marathon Digital: Prepare For A Longer Crypto Winter
    • lolmeilolmei
      ·11-24
      Stock Cosmos HoldingsInc. Common Stock$COSM (low float stock) just exploded on high relative volume (471%)! I'll keep an eye on this.
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