To The Moon

(Previously) There's an old saying that fear brings fear. Sure enough, FRC collapsed; Microsoft, not surprisingly, has 310.As for the US banking sector, I have said before that the wave of small bank failures will not end and the big four banks are too big to fail.The big fish eating small fish in America's financial markets is also striking. I wrote a previous article on how to watch short positions. It turns out that American regulators are not stupid. After all, these officials have been on Wall Street before, and they know their own best. It's just a matter of getting caught.A bit of a problem on the employment front, written before the holidays: the current support level for US non-farm payrolls growth is healthier than

As per my post on 1/5, $Apple(AAPL)$ met my 🐂-ish expectations for earnings despite all the bad🗞🗞🗞 about 🍎 possibly reporting an earning miss. 🍎 on 4/5 reported earnings that beat Wall Street's targets for its fiscal 2nd quarter on strong sales in iPhones & services. ⭐️ Earnings of $1.52 a share on sales of $94.8 billion for the quarter ended April 1. Analysts polled by FactSet had predicted Apple earnings of $1.43 a share on sales of $92.9 billion🐂🐂🐂 ⭐️ On a year-over-year basis, Apple earnings were unchanged while sales fell 3%. It was the 2nd consecutive quarter of sales declines for 🍎 ⭐️ APPL’s revenue for the quarter ending April 1 was $94.8 billion, a decrease of 3% from the same period a year earlie

$S&P 500(.SPX)$ closed down with the regional bank crisis and liquidity issue lingering on the broader market. Multiple companies released their earnings yesterday, with most of them falling, while $Shopify(SHOP)$ , $Shake Shack(SHAK)$ and $Coinbase Global, Inc.(COIN)$ surging.1. $Shopify(SHOP)$ surged 23.84% with double beats and sale of logistics businessE-commerce firm Shopify early Thursday reported earnings and revenue for the March quarter that topped analyst estimates. SHOP stock rocketed 23.84% as the company also announced the sale of its delivery and logistics

After trading in the United States on May 2, AMD $Advanced Micro Devices(AMD)$ released its quarterly report, and its share price plunged 9.22%.According to first-quarter data, AMD's overall revenue was $5.353 billion, slightly above the median of $50-5.6 billion guidance and exceeding analysts' consensus expectations of $5.318 billion, but down 9.1% from a year earlier:Adjusted operating profit of $1.098 billion, slightly beating analysts' expectations of $1.066 billion:Overall, first-quarter results slightly beat expectations, but in terms of business, revenue from the core data center was $1.295 billion, below analysts' expectations of $1.46 billion. Meanwhile, revenue from the customer business (mainly PC) was $739 million, significantly below

Welcome to review：Buffett's 10 Key Events of the Past YearWelcome to reserve the live about #2023 BRK Shareholder Meeting interpretation (Chinese) and(English) by @TBliveIn

前言： $康菲石油(COP)$ 是一家總部位於美國的大型跨國石油和天然氣公司。由康菲公司（Conoco Inc.）和菲利普斯石油公司（Phillips Petroleum Company）合併而成。康菲石油在全球範圍內開採、開發、生產、運輸和銷售石油、天然氣和天然氣液體，並擁有廣泛的勘探和開發項目。 康菲石油的主要業務涉及勘探和生產、中游和下游領域，包括探礦和生產、天然氣液化、煉油、化學品生產、銷售和交易等。康菲石油是全球領先的石油和天然氣公司之一，其業務遍及全球多個國家和地區。 5月4日，康菲石油(COP.US)第一季度調整後淨利潤29.2億美元，超預期的25.7億美元； 調整後每股盈餘2.38美元，超預期的2.07美元； 經營現金流54億美元，超預期的53.5億美元； 油氣產量179.2萬桶油當量/天。公司預計第二季度產量177-181萬桶油當量/天；預計全年產量178-180萬桶油當量/天。 那麼，一季度超預期的財報是否表示我們可以淡定投資該股了呢？我們從以下基本面來梳理一下。 正文： （一）目前估值歷史低位 （二）近兩年每股收益顯著提升 （三）近兩年淨利潤顯著提升 （四）資產負債率穩定低位 （五）近兩年經營現金流大幅增長 總結： 康菲石油在未來的前景仍然具有很大的潛力。作爲一家全球性的石油和天然氣公司，康菲石油的業務遍及全球多個國家和地區，具有豐富的能源資源和技術實力。我們可以關注以下幾個主要因素： 1. 國際市場需求增長：隨着全球經濟的發展和人口的增長，對能源的需求將持續增長，這將爲康菲石油帶來更多的機會。 2. 技術創新和成本降低：康菲石油在技術創新和成本降低方面取得了重要進展，例如，通過使用新技術和自動化系統來提高生產效率

前言： $康菲石油(COP)$ 是一家總部位於美國的大型跨國石油和天然氣公司。由康菲公司（Conoco Inc.）和菲利普斯石油公司（Phillips Petroleum Company）合併而成。康菲石油在全球範圍內開採、開發、生產、運輸和銷售石油、天然氣和天然氣液體，並擁有廣泛的勘探和開發項目。 康菲石油的主要業務涉及勘探和生產、中游和下游領域，包括探礦和生產、天然氣液化、煉油、化學品生產、銷售和交易等。康菲石油是全球領先的石油和天然氣公司之一，其業務遍及全球多個國家和地區。 5月4日，康菲石油(COP.US)第一季度調整後淨利潤29.2億美元，超預期的25.7億美元； 調整後每股盈餘2.38美元，超預期的2.07美元； 經營現金流54億美元，超預期的53.5億美元； 油氣產量179.2萬桶油當量/天。公司預計第二季度產量177-181萬桶油當量/天；預計全年產量178-180萬桶油當量/天。 那麼，一季度超預期的財報是否表示我們可以淡定投資該股了呢？我們從以下基本面來梳理一下。 正文： （一）目前估值歷史低位 （二）近兩年每股收益顯著提升 （三）近兩年淨利潤顯著提升 （四）資產負債率穩定低位 （五）近兩年經營現金流大幅增長 總結： 康菲石油在未來的前景仍然具有很大的潛力。作爲一家全球性的石油和天然氣公司，康菲石油的業務遍及全球多個國家和地區，具有豐富的能源資源和技術實力。我們可以關注以下幾個主要因素： 1. 國際市場需求增長：隨着全球經濟的發展和人口的增長，對能源的需求將持續增長，這將爲康菲石油帶來更多的機會。 2. 技術創新和成本降低：康菲石油在技術創新和成本降低方面取得了重要進展，例如，通過使用新技術和自動化系統來提高生產效率

In a widely anticipated move, the US Federal Reserve raised interest rates for the 10th time in just over a year. The Fed fund rate now stands at a target range of 5%-5.25%, which is the highest it has been since August 2007.Source: Bloomberg During the news conference that followed the meeting, Chairman Jerome Powell confirmed that "a decision on a pause was not made today." This is despite the omission of a sentence stating that “the Committee anticipates that some additional policy firming may be appropriate." It appears that the Fed has finally reached the terminal rates it had set out to achieve. S&P 500 & Nasdaq Index, Source: Bloomberg The bond markets initially priced a rate hike in the June Fed meeting. However, the sentiment soon changed into a likely rate pause

As of the close on Friday,$S&P/ASX 200(XJO.AU)$ closed at 7,330.40 points, down 0.42% in the past 5 days.During the last 5 trading days, $Telix Pharma(TLX.AU)$ , $WHITEHAVEN COAL LTD(WHC.AU)$, $Pilbara Minerals Ltd(PLS.AU)$, $OZ MINERALS LTD(OZL.AU)$ and $Insignia Financial Ltd(IFL.AU)$ were up 29.37%, 7.42%, 7.2%, 6.73%, and 6.62% respectively.1. $Telix Pharma(TLX.AU)$ up 29% with its sales increase in USTelix Pharmaceuticals