To The Moon

We remain bullish on PDD despite a 15% share price pullback, viewing it as an attractive entry point for growth-focused investors.PDD's cost leadership and Temu's global growth potential position it favorably against competitors like JD and Alibaba.Current valuation undervalues PDD, especially considering Temu's expansion and the company's strong domestic and international market positioning.Key risks include potential prolonged consumption pullback in China, but Temu's growth remains a critical component of our bullish outlook.TommL We remain bullish on PDD after the 15% pullback in share price following the 3Q24 print in which revenue slightly missed consensus. Although the company does not historically offer guidance, management commentary during the quarter implicitly guided that competition

Great companies can get expensive. There's reason to be patient with these stocks before buying shares.

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It's that time again: monthly stock-market options for August are set to expire on Friday, potentially spurring more volatility in stocks after a bruising three-week run.U.S. stock option contracts with a notional value of $2.2 trillion are set to expire, according to Rocky Fishman, founder of newly formed strategy firm Asym 500 and a former head of index derivatives strategy at Goldman Sachs Group. Notional value measures the market value of the stocks, indexes and exchange-traded funds controlled by the options, although the premiums paid by holders of the options are worth much less.Fishman noted that the size of option-market open interest expiring on Friday is about average for an off-month expiration.Monthly options expire every month, but once a quarter -- in March, June, September and December -- an event known as "Triple Witching" takes place, causing notional value of expiring options to swell as quarterly and sometimes calendar-year options expire along with monthlies and we

The final quarterly dividend brings FY2023's total dividend to 32.5 cents, up from FY2022's 32 cents.

Investors might be overlooking some juicy opportunities in the rapidly growing artificial intelligence space.

SummarySea Limited investors endured a torrid 'historic plunge,' as SE fell nearly 29% yesterday, wiping out a quarter of CEO Forrest Li's wealth.While the earnings report didn't seem that bad, invest

Luckily for investors, Sea's comparables ease up substantially over the next couple of quarters, so even if its revenue growth rates don't accelerate, its y/y comparables should be attractive enough for Sea to deliver close to 10% y/y revenue growth rates into H2 2023. SA Premium Furthermore, as you can see above, analysts' consensus estimates for Sea had already been markedly lowered, to the point that analysts have already reduced their financial projections for Q4 2023 to 3% y/y revenue growth rates. In other words, Sea's growth hurdles had already been lowered. Profitability Profile Examined SE Q2 2023 Sea's bull case is focused on Sea's ability to turn the corner on its profitability. To this end, the graphic above demonstrates Sea's prog

As some recent company-specific developments will fail to have enough of an impact on time to prevent an increasingly-likely late-year price plunge, consider it best to keep avoiding NIO stock.

Among the most important strategic moves under Iger in the past 8 months has been to shift the focus from streaming subscriber growth to increasing profits. The company’s streaming losses narrowed to $659 million in the March quarter and are now less than half of their last year's peak. The company however lost 4 million streaming subscribers in the most recent quarter. Subscriber growth is no longer the top focus for Disney and it also withdrew its fiscal year 2024 subscriber guidance.Iger also