ponyinvestor

Hi!

    • ponyinvestorponyinvestor
      ·01-15
      207Comment
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    • ponyinvestorponyinvestor
      ·2023-10-28
      Good review

      Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

      @JaminBall
      Cloud Giants Report Q3 ‘23Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. You can see some quotes from Azure / AWS in my Q2 recap, and pasted below.I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up). Either that or folks are expecting the 10Y to fall back to 3.5% which feels unlikely. Software multiples today are at the same place they were (on average) in May when the 10Y was at 3.4%. After the cloud giants reported this week, the timing of the presumed re-acceleration
      Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23
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    • ponyinvestorponyinvestor
      ·2023-05-01
      Not a good time to short! Hold
      538Comment
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    • ponyinvestorponyinvestor
      ·2022-02-27
      $Sea Ltd(SE)$My new vested interest stock! Great potential at a low valuation! 3-headed snake into financial (seamoney), e-commerce (shopee) and gaming (garena). Looking forward to see how SEA will utilise their digital bank license in SG and whether they can win another license in Malaysia (results to be out by this quarter) 🤪
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    • ponyinvestorponyinvestor
      ·2022-01-11
      $IFAST CORPORATION LTD.(AIY.SI)$Don’t panic! Fundamentals are still strong and it’s part of their expansion. I’m in for long term. 
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    • ponyinvestorponyinvestor
      ·2021-08-20
      China’s regulations are clamping down some companies in some sectors! I believe China has their own reasons for doing so. Meanwhile, I am averaging down as the price drops?

      Some China concepts stocks are expanding gains further in morning trading

      (Aug 20) Some China concepts stocks are expanding gains further in morning trading.
      Some China concepts stocks are expanding gains further in morning trading
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    • ponyinvestorponyinvestor
      ·2021-07-27
      Lets look forward to EV taking over in the automotive industry! Cost effective + eco-friendly ??

      Tesla sales surge 98%; company boosts margins on its less-costly electric cars

      -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operati
      Tesla sales surge 98%; company boosts margins on its less-costly electric cars
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    • ponyinvestorponyinvestor
      ·2021-07-24
      I believe Nio will overtake Tesla in the long run. I admire Nio’s CEO visionary of the company ?? 

      Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks

      Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p
      Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks
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    • ponyinvestorponyinvestor
      ·2021-07-10
      This is good to a certain extent as having data of1 million users and more could be dangerous if there is any unexpected threat/risk to the companies 
      Sorry, this post has been deleted
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    • ponyinvestorponyinvestor
      ·2021-06-15
      Share!

      【老虎7週年】集卡瓜分百萬獎金

      @小虎活动
      老虎7週年給大家發福利了,集齊TIGER五個字母即有機會瓜分百萬獎金,你準備好了嗎? 戳我即可參與活動 如何參與? 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡,每完成一個任務即可隨機獲得一個字母,用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券,每個用戶單日最多可獲得20張字母卡(不包括好友贈予和魔法卡)。 用戶在活動期間邀請累計7名好友完成註冊並開戶(註冊時間和開戶時間均在活動期間),即可獲得一張魔法卡(每人僅可獲得一張魔法卡)。魔法卡可用於兌換TIGER中的任意一個字母。如果用戶的某一字母卡數量爲0,則字母卡爲灰色,用戶可通過點擊灰色的字母卡向好友索要卡片;如果用戶的字母卡數量大於0,則字母卡爲彩色,用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。  如何獲得獎勵? 用戶可在2021年7月1日至2021年7月2日期間進行開獎,所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕,即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。 獎勵發放: 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心,用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取,過期未領取的獎勵將自動失效。 重要提示: 本次7週年活動涉及不同國家和地區,由於各地區的監管要求不同,不同地區的活動獎勵會有所區別。欲知詳情,請點擊下方活動鏈接,登陸您的賬號,並點擊“活動規則“查看詳情。
      【老虎7週年】集卡瓜分百萬獎金
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