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Black83black

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    • Black83blackBlack83black
      ·10-31 06:40
      $SanDisk Corp.(SNDK)$  SanDisk experienced a significant selloff on Friday, falling approximately 13.5% to US$1,150.89 amid the broader Nasdaq market crash. The Nasdaq dropped 2.86%, its biggest single-day decline since June, as investors became increasingly concerned about excessive AI spending, technology valuations and the sustainability of future earnings growth. However, I don’t think SanDisk’s long-term business fundamentals have suddenly deteriorated. In fact, the company reported an impressive quarterly revenue of US$11 billion, representing 378% year-on-year growth, and provided stronger-than-expected forward guidance. Demand for NAND storage from AI data centres remains an important growth driver. The bigger concern is whether the c
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    • Black83blackBlack83black
      ·09-16
      Great article, would you like to share it?
      @Shyon：
      For me, I would choose A — Hike 25bp. The latest inflation data is too sticky to ignore, especially with core CPI accelerating and oil prices back above US$100. I think the Fed would rather make a small adjustment now than risk allowing inflation expectations to become harder to control later. I would not expect a 50bp hike at this stage because that could create unnecessary pressure on economic growth and financial markets. A 25bp hike would be a more measured approach, while keeping the door open for the Fed to pause if inflation starts cooling again. If the Fed hikes, my pick for the biggest short-term impact is 🤖 AI & tech stocks. Higher rates usually put pressure on high-valuation growth stocks because future earnings become less attractive when discounted at higher rates. I rema
      For me, I would choose A — Hike 25bp. The latest inflation data is too sticky to ignore, especially with core CPI accelerating and oil prices back above US$100. I think the Fed would rather make a small adjustment now than risk allowing inflation expectations to become harder to control later. I would not expect a 50bp hike at this stage because that could create unnecessary pressure on economic growth and financial markets. A 25bp hike would be a more measured approach, while keeping the door open for the Fed to pause if inflation starts cooling again. If the Fed hikes, my pick for the biggest short-term impact is 🤖 AI & tech stocks. Higher rates usually put pressure on high-valuation growth stocks because future earnings become less attractive when discounted at higher rates. I rema
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    • Black83blackBlack83black
      ·09-03
      For consumers, it’s more bad news than good news. But for developers and investors, it’s good news because they can earn more from the development than from operating a cinema

      Frasers Property to Transform Yishun 10 Retail Mall into Mixed-Use Development with 110 Homes

      Frasers Property Limited announced on Sep, 02 2026 that it will redevelop its Yishun 10 retail mall in Yishun town centre, Singapore, into a mixed-use project comprising approximately 110 residential...
      Frasers Property to Transform Yishun 10 Retail Mall into Mixed-Use Development with 110 Homes
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    • Black83blackBlack83black
      ·08-28
      $HubSpot(HUBS)$  😅😅😅
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    • Black83blackBlack83black
      ·08-28
      $INTC 20260828 91.0 CALL$  😅😅😅
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    • Black83blackBlack83black
      ·08-17
      My take on the S&P 500 hitting another all-time high With the S&P 500 reaching a new all-time high, the big question is: What should investors do from here? Keep buying, wait for a pullback, take some profits, or stay on the sidelines? Personally, I would choose “Keep buying, but selectively and gradually.” A new all-time high doesn’t automatically mean the market is going to crash or that we should stop investing. The market can continue making new highs for much longer than many investors expect. If earnings continue to grow and companies keep delivering strong results, valuations can remain elevated for a long time. That said, I also wouldn’t go all-in at these levels. After a strong run, chasing the market aggressively can create unnecessary risk. My preference would be
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    • Black83blackBlack83black
      ·08-05
      Msft still the best!
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    • Black83blackBlack83black
      ·08-05
      $Vistra Energy Corp.(VST)$   There doesn’t appear to be any major negative company-specific announcement. The decline is mainly being attributed to a broader selloff in AI-related power and utility stocks. The main reasons are: * AI infrastructure stocks are under pressure. Investors have become more cautious about the pace of AI spending and whether massive data center investments will generate returns quickly. Utilities tied to AI electricity demand, including VST, have been sold alongside peers such as Constellation Energy (CEG) and Talen Energy (TLN). * Profit-taking before earnings. Vistra is scheduled to report earnings soon, so some investors are reducing exposure ahead of the report. * No major company-specific bad news. Current
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    • Black83blackBlack83black
      ·08-04
      $Whirlpool(WHR)$  WHR (Whirlpool) stock up around 10%, the main reason appears to be a short-term rebound after heavy selling, rather than a major business turnaround. Possible reasons: 1. Earnings/cost-cutting optimism * Investors may be reacting positively to Whirlpool’s plans to improve profitability, reduce costs, and pay down debt. 2. Turnaround expectation * WHR has fallen a lot from previous highs, so some investors are betting the worst news is already priced in. Some analysts have pointed to possible tailwinds from tariffs and a future housing recovery. 3. Short covering * WHR has had high short interest. When a heavily shorted stock rises, some short sellers may buy back shares to limit losses, creating extra upward pressure. But be
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    • Black83blackBlack83black
      ·06-16
      $Adobe(ADBE)$   At the current level (around the low-$200s after the recent selloff), I would classify Adobe as “cheap, but not yet a classic value trap.” The stock is trading as if AI will permanently damage Adobe’s business, while the actual numbers are still growing at a healthy pace. Why it looks attractive * Revenue just reached a record $6.62 billion, up 13% year-over-year. * AI-first ARR exceeded $500 million and tripled year-over-year. * Management raised full-year revenue and EPS guidance after earnings. * Adobe continues to generate massive cash flow and buy back shares. If Adobe were a slow-growing company, the current valuation might be fair. But for a company still growing double digits with domina
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