To The Moon

Join this amazing game

Micron Technology, Inc.'s third quarter fiscal year 2024 financial results for some basic analysis. In terms of revenue, the revenue for this quarter was $6.811 billion, a 17% increase from $5.824 billion in the previous quarter, and also significantly exceeded the $3.752 billion in the same period last year, showing a clear growth momentum. In terms of net profit, according to generally accepted accounting principles (GAAP), the net income for this quarter was $332 million, or $0.30 per share, compared with $122 million in the previous quarter and a loss of $668 million in the same period last year. Under non-GAAP standards, the net income for this quarter was $702 million, or $0.62 per share, compared with $582 million in the previous quarter and a loss of $603 million in the same period

If nothing unexpected happens$Tesla Motors(TSLA)$   Tesla.US's Grand Plan 4 will put electric vehicles in a secondary category. At present, even in China, where the new energy vehicle industry is the most developed, the leading companies have been valued as traditional car companies. As the penetration rate further exceeds 50%, the imagination of this industry will be greatly stifled, and the only variable will be intelligent driving. Unfortunately,$BYD COMPANY(01211)$ $NIO Inc.(NIO)$   BYD Co., Ltd.HK, as the leader, has basically planted its core indicato

$Apple(AAPL)$  ChatGPT is integrated into iOS, which is very unwise. I have been using this software since chatgpt2. At that time, the software was still very silly and often made mistakes, but it has been iterated several times. The cleverness is far beyond our imagination, you can use it to get any information you want, it will query any information currently exist on the Internet in the form of data, and you can even summarize it for you according to your search habits, and it will further explain what you don't understand. When this clever thing is not in the form of hardware or software, but relies on the network or operating system to integrate into the mobile phone, then the center of all your information will

$NIO Inc.(NIO)$  ’s financial report is predictably bad, just like the analysis I wrote earlier this year, but it also depends on what strategies they can use. With the current cash reserves on hand, developing new models of their own will only cause greater losses than the current losses. Just look at the Xi’an price list released by Sang Zhiwei today. Xiaopeng’s entire series starts at 30% off, including the X9. It can be seen that the competitive environment has been very bad so far this year (Xiaomi’s honeymoon period was mainly assisted by Tesla, which chose to maintain prices but not volume, so it naturally sank). It is best not to launch low-profit projects. The Ideal L6 next door has been precipitated for almo

It will further push the expectations of the secondary market down. Looking at the recent sales and orders, there is actually no big problem, but the market's judgment of value has always been a mystery. So far this year, except for the only king$BYD COMPANY(01211)$  BYD, the other variables are particularly large, and it is impossible to use rational analysis to do too much. I personally think that domestic new energy vehicle companies have now launched a wave of overly fierce value-zero competition system, which has led to the fact that car companies will not make money in the short term. Any bad news can immediately shatter the story that has been told for a long time, and funds have also begun to raise the

The mainland real estate market is undergoing in-depth transformation, and the technology-driven one-stop new residential service platform Shell$BEKE-W(02423)$ -W.HK's first-quarter performance is still stable, with a net income of 16.4 billion yuan (RMB ‧ the same below), which exceeds market expectations, and the adjusted net profit is 1.392 billion yuan. Among them, the "Three Wings" business has achieved remarkable results. The net income of home improvement home furnishing is 2.4 billion yuan, an increase of 71.1% year-on-year, and the income from housing leasing services has reached 2.6 billion yuan, an increase of 189.3% year-on-year. Peng Yongdong, co-founder, chairman and CEO of Shell, said: "With the gradual role of the stock housing m

Many people think that$PDD Holdings Inc(PDD)$  Pinduoduo is very unfriendly to brands, or even anti-brand. I have been thinking about this issue, and today I will briefly talk about my understanding. My understanding is mainly to draw a direct conclusion by answering two questions. 1. Why do brands exist? What role have brands played in the long river of history? A trustworthy mass brand means excellent product strength and high-quality after-sales services. In a business society that is moving from disorder to order, a trustworthy brand is like a pearl in the dark night, which can reduce transaction costs and promote transaction speed and frequency. Why do many excellent brands move from a single product to dive

$Tesla Motors(TSLA)$  In the past week, there have been some observations in the United States, from the west coast to the east coast, regarding Tesla. Firstly, the penetration rate of electric vehicles in the United States is still very low, which presents an opportunity for Tesla. The only Chinese electric vehicle manufacturer that can compete with Tesla globally has almost no chance of entering the US market on a large scale, which is not due to their capabilities but rather the result of political maneuvering. Secondly, when it comes to car purchases, Americans generally prioritize affordability, and there is a large number of used cars in circulation. This cultural phenomenon is similar to many Americans us

$XPeng Inc.(XPEV)$  $NIO Inc.(NIO)$  $Li Auto(LI)$  $Semiconductor Bull 3X Shares(SOXL)$  The current problems are actually very similar to Xiaomi, and neither of them has a real positioning anchor. The concept conveyed by Xiaopeng through official channels and KOL has always been intelligent driving and maneuverability, but as I said when I analyzed SU7 before, these two attributes represent the demands of the mainstream market, and are more like a pan-product concept. You need to