$Meta Platforms, Inc.(META)$The issue is/was META killed Q2 earnings, raised Q3 guidance and yes it topped top/ bottom but traders took it too high in share price to confirm $600+ yet…. It down here as this is what traders believe is FV… gl
$SoFi Technologies Inc.(SOFI)$Imagine with approximately 18% short, what would happen if Sofi came up with a huge beat next week!!!I am licking my chops!!!I trimmed some of my holdings, still have a fair amount😋.It's a win-win for me no matter what happens, my target is around $14/share since Sofi busted thru $10.52 with Cup/handles formation for a 30% plus upside.
$HSI(HSI)$Those who can capture all the gains leading up to and including holidays, including days like today, are the ones who have weathered losses and genuinely believe in China. Such rewards are well-deserved for those who have stayed committed to their optimism in the country. 🇨🇳
$Taiwan Semiconductor Manufacturing(TSM)$TSMC's earnings report has outperformed expectations, which has given a boost to the semiconductor industry. In terms of liquidity, Japan's recent economic data have been consistently missing forecasts, leading to market expectations that the Bank of Japan (BOJ) won't be able to raise interest rates. As a result, the JPY carry trade has made a comeback once again.
$Fangdd Network Group(DUO)$How to save China's real estate market? Relying solely on policies might not be effective, as many people have been hurt by the decline in real estate prices over the past few years, and no amount of policy may be able to restore confidence. Currently, there is a simple and ingenious solution: to rapidly increase the stock price of Fangdd to its previous high level, by tens of thousands of times. A stock in the real estate industry increasing by tens of thousands of times would certainly shock the nation and the world! And increasing by tens of thousands of times would merely bring it back to its previous high level. In this way, both the stock and real estate markets would be completely turned
$Alibaba(BABA)$Kuaishou and Alibaba are both in my portfolio. The downside risk for Kuaishou is minimal due to share buybacks, future predictable profits, and high return on equity (ROE).Of course, the downside risk for Alibaba is also limited. Personally, I believe Kuaishou has greater upside potential.An important value logic for Kuaishou that has been overlooked is its high ROE. Moreover, the profits are in pure cash, with almost no inventory and bad debts, or provisions.Assuming a profit of 16 billion this year and 20 billion next year, this year's ROE would be 16/49 = 32.65%, and next year's ROE would be 20/65 = 30.7%.This ROE is very impressive. Even if it falls to 20% in the next 3-5 years, it would still be excel
$Palantir Technologies Inc.(PLTR)$As long as you are truly “longs”, you should celebrate the opportunity to get more cheap shares. It will come back and do great. A temporary price drop is great for longs. A lot more shares get bought up and put on lock down.
$SoundHound AI Inc(SOUN)$Now we know why SOUN was up today.New holders, and existing holders adding significantly.The SOUN PR person should be fired.Using Facebook to make such announcements, as opposed to a more legit news wire is just dumb.That said... go look at their Facebook page.
$Micron Technology(MU)$Wednesday before open...the two key AI leading indicators will have reported earnings and outlook...in particular ASML ....with long lead times
$MEITUAN-W(03690)$The timing of the Hong Kong and mainland China stock markets is not always synchronized.This year, the Hong Kong stock market has already stabilized and rebounded for two to three quarters, and many leading stocks in Hong Kong have seen considerable increases. Tencent, Ctrip, Meituan, and others are no exception. From a domestic perspective, it may seem that the pullback of leading stocks in Hong Kong is quite deep, but looking back over a longer period of time will provide a more comprehensive and objective view.