To The Moon

The second WSB？

Welcome to this week's Thursday Special! Even though the banking crisis is not quite over, there is always good news on the horizon. Big tech pulls the market higher.Benefiting from the rise of AI, semiconductor stocks are up more than expected. The chart below shows the performance of semiconductor stocks since YTD:Time as of Mar 30Today, let's talk about the semiconductor stocks you are bullish on.For example, you can share valuations, P/E ratios, the product itself, upstream and downstream demand, risks, technical analysis, or any industry research you've done.Everyone who shares stock with the reason will be rewarded. No coins for the exact same insights.

[Miser]Hi Tigers[Cool]Do you often consume luxury brand or goods?In this article, we collected the top 17 luxury goods companies Q422 or FY22 financial data, knowing that 12 of 17 companies see sales increased YoY and, most of the 17 companies see net profit increased YoY as well.The Bain & Company Luxury Study had pointed in late 2022, that the overall global luxury goods industry is projected to achieve a market value of around $242.8 Billion in sales in 2022, up 21% from the previous year.Source from Web1. What does the increase of global luxury consumption mean?We all know luxury goods consumption belongs to non-essential consumer goods industry, which is a cyclical industry highly connects to economic situation, when the economy goes down, the willingness to consume luxury good wi

Is the banking crisis over?$Deutsche Bank AG(DB)$ 's sudden plunge has caused concern among investorsOn Friday, Deutsche Bank in the U.S. stocks fell 8% and finally closed down 3%. It is worth noting that Deutsche Bank shares fell for three days in a row, the market value decreased bymore than 20%. Deutsche Bank CDS rose means risk concerns increasedCredit default swaps are a financial product for credit default events, and when their price rises, it indicates that investors are worried about the increased risk of default by financial institutions.Deutsche Bank's CDS risk premium rose from 142 basis points on March 22 to 208 basis points on March 24. This means that the cost of insuring against its default risk has risen to its highest level since 2

After three years, TikTok is once again at a crossroads: "SELL" or "BAN"?TikTok CEO Shou Zi Chew attended a public hearing for the United States House Committee on Energy and Commerce for the first time.Shou Zi Chew is the CEO of TikTok, he was born and raised in Singapore. After completing his military service — mandatory for most male Singaporeans — he left to study economics at University College London (UCL), a top British university, graduating in 2006 and working at investment bank Goldman Sachs for two years.He moved to the United States to get his master’s degree at Harvard Business School and met his wife Vivian Kao. Now, He is a husband, and father, currently residing in Singapore with his wife and two children.The most concerning questions during th

Hey Tigers!Welcome to this week's Thursday Special! When I saw the world's rich rank today, besides envy, all I could feel was jealousy. Upon closer inspection, I found out that the world's richest person is Bernard Arnault, the CEO of $LVMH-Moet Hennessy Louis Vuitton(LVMHF)$, a luxury conglomerate that owns 75 brands including Louis Vuitton, Christian Dior, and Tiffany. It's unbelievable that the company is seeing record profits despite challenging market conditions, with Louis Vuitton doubling its sales in four years.Other tech giants are being left behind.I used to think that the hot industries were all about high-tech, which could take people to space, or that electronic technology and artificial intelligen

Bitcoin has fallen 4%, hitting a low of $26,685 on Wednesday.This comes after bitcoin rose nearly 50% in less than two weeks due to the collapse of three regional U.S. banks and the Federal Reserve's announcement of an emergency loan program to support these institutions and depositors across the banking system.The SEC has ramped up its enforcement of the cryptoSEC charges crypto entrepreneur Justin Sun and his companies for fraud and other securities law violations. Eight celebrities were also charged for illegal touting of Sun’s crypto asset securities, including Lindsay Lohan, Jake Paul, DeAndre Cortez Way (Soulja Boy), Austin Mahone, Michele Mason (Kendra Lust),  Miles Parks McCollum (Lil Yachty), Shaffer Smith (Ne-Yo) and Aliaune Thiam

Morningstar notes: Buy Berkshire Hathaway $Berkshire Hathaway(BRK.B)$ $Berkshire Hathaway(BRK.A)$ stock for Warren Buffett’s steady hand during crises.Why?The company's long history of aiding failing banks is one reason for investors to buy Berkshire Hathaway.Recently, the market has noticed that The “Oracle of Omaha” has been in contact with the Biden administration in recent days about possibly investing in regional banks in some way.“On multiple occasions over the past two decades we have seen firms seek out capital from Berkshire on the belief that the ‘Buffett Seal of Approval’ that came with that capital injection would reduce the pressure on their shares,” Mornings

A chain reaction occurred after SVB's bank run. Regional banks became the biggest targets for short sellers.$First Republic Bank(FRC)$ $Western Alliance(WAL)$ $PacWest(PACW)$ $Metropolitan Bank Holding Corp.(MCB)$ $Customers(CUBI)$ Short-sellers profit when a stock falls. They borrow shares to immediately sell them with plans to buy them back when the price is lower, making a profit from the difference. However, it's worth noting that when a large number of traders or investors hold short positions on a particular stock, and the supply of available shares to buy is limited whi

Shares of $SVB Financial Group(SIVB)$ plunged 60% on Thursday, the biggest one-day drop on record.Another crypto bank Silvergate Capital gave another hit - shut down its banking operations, causing the S&P 500 Banks Index to fall about 6% on Thursday.What happened on SVB?Technology Boom - Total Deposits SkyrocketSVB is Silicon Valley Bank, and like the name, it provides banking services to many startups in Silicon Valley. It also means many startups have their bank accounts in SVB, which is the capital that SVB relies on. The second half of 2020 has seen a global funding boom for technology companies, and the rapid growth in startups loans and venture capital funding has led to a huge amount of cash and