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    • 我i168我i168
      ·04-25
      $Microsoft(MSFT)$  is highly likely as it is already monetizing AI in both cloud and productivity fronts. So I suspect MSFT is able to report earnings beats and give out an optimistic outlook.  For  $Alphabet(GOOGL)$  AI is the engine for many of its services but not products that are directly monetized. Alphabet will still report earnings beats but would be subdue in its outlook esp wrt impact from AI.
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    • 我i168我i168
      ·04-11
      $Tesla Motors(TSLA)$  robotaxi will be a game changer. Its impact will be very material and lasting, not only to EV itself, but also to many other businesses like taxi and private hire, and the list goes on. Elon Musk's announcement also suggests TSLA's confidence in its FSD maturity. So time is now! Robotaxi will add to TSLA a new s/w and service element which will alter its valuation model going forward that will expand its earning multiples. I see sentiment improves from here.
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    • 我i168我i168
      ·03-14
      $Coinbase Global, Inc.(COIN)$  ...look forward to seeing the impact of Spot BTC ETF on COIN, loss of BTC trading volume? vs income from acting as trustee and clearng house of the Spot BTC ETFs.

      Coinbase Stock Has Quintupled. Why It Could Keep Going Higher

      Coinbase, one of the hottest stocks of the past year, still has room to run, according to some analysts.Coinbase Global stock has risen some 47% so far in 2024.The trading platform’s shares continue t
      Coinbase Stock Has Quintupled. Why It Could Keep Going Higher
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    • 我i168我i168
      ·03-07
      $SoFi Technologies Inc.(SOFI)$ ...agreed. Good entry point for long-term investors.

      SoFi Technologies: The Market Is Wrong About Convertible Notes Offering

      SummarySoFi Technologies stock demonstrated a 15% plunge in one day after news regarding new convertible notes offering.It looks like the market overreacted since the deal is aimed to improve debt str
      SoFi Technologies: The Market Is Wrong About Convertible Notes Offering
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    • 我i168我i168
      ·02-16
      $iShares Bitcoin Trust(IBIT)$ ...performing so far as expected. Do what an ETF is supposed to do. More and more #BTC and BTC miners will probably switch to spot BTC ETF for liquidity. For BTC miners, as halving happens, BTC unit value has to rise to compensate the less units that they can mine. ETF is an efficient way to reflect the change. So ETF is the way to go. 
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    • 我i168我i168
      ·01-26
      $VanEck Semiconductor ETF(SMH)$ ...we may see some weakness here; a retreat 

      Semiconductor Shares Slid in Morning Trading, With AMD Dropping over 2%

      Semiconductor shares slid in premarket trading.AMD, Applied Materials fell over 3%; Nvidia, Marvell, Micron, Broadcom, Arm, Qualcomm fell about 2%.Shares of Intel were down almost 12% after forecasting quarterly revenue below estimates.The chipmaker expects adjusted first-quarter revenue in the range of $12.2 billion-$13.2 billion, compared with analysts' average estimate of $14.50 billion, according to LSEG data. Intel forecast first-quarter profit of 13 cents a share, excluding one-time items.
      Semiconductor Shares Slid in Morning Trading, With AMD Dropping over 2%
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    • 我i168我i168
      ·01-24
      $Netflix(NFLX)$  ...good chance going back to $700 in the next 12 momths
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    • 我i168我i168
      ·01-20
      $Netflix(NFLX)$  ...subscription and ads growth are known, good if they dish out news on gaming.

      Netflix Earnings Preview: A Strong Subscriber Increase in 4Q; Ad-Based Plan Bring Dividends

      Netflix’s net subscribers are expected to creep higher in 4Q and for the whole year of 2023. Ad-supported tier has hit more than 23 million monthly active users.In 4Q, ARM expansion was likely anemic,
      Netflix Earnings Preview: A Strong Subscriber Increase in 4Q; Ad-Based Plan Bring Dividends
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    • 我i168我i168
      ·01-12
      $iShares Bitcoin Trust(IBIT)$ ...where is the link to sign something before being allowed to trade BTC ETFs?
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    • 我i168我i168
      ·01-08
      $Alibaba(BABA)$  $Alibaba(09988)$  ...will follow the steps of US mega techs in 2023, progress from value tech play to growth tech play; 2024 will be a year of reversal of fortune for BABA.

      Can the Much-Maligned Alibaba Stock Bounce Back in 2024?

      While the stock market enjoyed a banner year in 2023, Alibaba (NYSE:BABA) didn’t join the festivities. But the much-maligned stock could be ready t...
      Can the Much-Maligned Alibaba Stock Bounce Back in 2024?
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