Twelve_E

    • Twelve_E·08-30Twelve_E

      Apple September 7 Event, Any New Products You Expect?

      In an average year, Apple $Apple(AAPL)$ holds three to four events. There's usually a spring event in March, the Worldwide Developers Conference in June, a September event that's focused on iPhone and Apple Watch, and sometimes an October event if there are iPads or Macs expected in the fall.September 7 EventApple isholding a "Far Out" eventon Wednesday, September 7, where the company will introduce the new iPhone 14 models and the Apple Watch Series 8, plus there could be other announcements. Preorders for new iPhones and Apple Watches could begin on Friday, September 9, with a launch to follow on Friday, September 16.iPhone 14We're expecting four iPhone 14 models in 2022, including the 6.1-inch iPhone 14, the 6.7-inch iPhone 14 Max, the 6.1-inch iPhone 14 Pro, and the 6.7-inch iPhone 14 Pro Max. There will be no 5.4-inch iPhone 14 mini.The iPhone 14 Pro models are expected to feature a "hole-punch" design that does away with the notch for a larger display area. The front-facing camera will be located in a small cutout, and Face ID hardware will be in a second pill-shaped cutout. Other possible features include a titanium frame for the Pro models, camera improvements, a faster A16 chip, always-on display (Pro only), and a faster 5G modem.Apple Watch Series 8 and Apple Watch ProThe Apple Watch Series 8 could get new health features that include temperature sensing, and sleep apnea detection, and more advanced features like blood glucose monitoring and blood pressure measurements are a possibility, though may not be coming until a later date.The Series 8 could include car crash detection, and there is expected to be a rugged "Apple Watch Pro" model that will better hold up to extreme usage. Along with the Series 8, we're expecting an Apple Watch SE to come at the same time.AirPods Pro 2 at the Apple September eventApart from the iPhone 14 series and new Apple Watch models, Apple could introduce at its September event the new AirPods Pro 2.With a similar design to the current generation, 9to5Mac sources confirmed that the next AirPods Pro model – code-named B698 – will feature the next version of the H1 chip, Apple’s own audio processor. In addition, references for LC3 codec support on the AirPods Max beta firmware tease that AirPods Pro 2 could be the first to add Bluetooth 5.2 support.This codec will bring more stability and efficiency to wireless earbuds. Not only that, but this new standard will help AirPods Pro 2 improve the sound quality for voice calls and songs with higher-bitrate support. Although low-energy Bluetooth and LC3 codec don’t promise “Lossless Bluetooth,” they will surely improve sound quality significantly.Are iOS 16, iPadOS 16, macOS 13 Ventura, watchOS 9, and tvOS 16 coming during the Apple September Event?It depends. According toBloomberg‘s Mark Gurman, iPadOS 16 has been delayed for at least a month, as Apple is aiming for an October release – alongside macOS 13 Ventura. During the Apple September Event, its CEO Tim Cook will likely announce the release date for iOS 16, watchOS 9, and tvOS 16.iOS 16 code hints at an Always-On Display on the upcoming iPhone 14 Pro. With a new Lock Screen, more Focus Filter features, and Messages improvements, users will have much to take advantage of this operating system.
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      Apple September 7 Event, Any New Products You Expect?
    • Twelve_E·08-09Twelve_E

      ARKK In a Confirmed Uptrend? What‘s Your Opinion?’

      $ARK Innovation ETF(ARKK)$ Quantum Bull.eth @ Twitter:$ARK Innovation ETF(ARKK)$ OBV now is in a confirmed uptrend of:- higher highs- higher lows- above its 50 day MAThe Trading Engineer @Twitter$ARK Innovation ETF(ARKK)$ must break this last resistance in order to turn Bullish !What's your idea on ARKK‘s future trend?
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      ARKK In a Confirmed Uptrend? What‘s Your Opinion?’
    • Twelve_E·08-04Twelve_E

      After 9 months, ARKK primary trend is now UP!

      $ARK Innovation ETF(ARKK)$ - Proxy for high growth stocksAfter approximately 9 months, primary trend is now UP?Source from Twitter: Puru SaxenaSource: ark-funds.comARKK ETF's top 10 holding are$Tesla Motors(TSLA)$ ,$Zoom(ZM)$ ,$Roku Inc(ROKU)$ ,$Block(SQ)$ ,$CRISPR Therapeutics AG(CRSP)$ ,$Exact Sciences(EXAS)$ ,$UiPath(PATH)$ ,$Intellia Therapeutics(NTLA)$ ,$Teladoc Health Inc.(TDOC)$ ,$Beam Therapeutics, Inc.(BEAM)$$Tesla Motors(TSLA)$ earnings grows revenue 42% in Q2$Zoom(ZM)$ ‘ Earnings are due at the end of August and the same stagnating trend is expected with Q2 predictions of$1.12 billion in revenue, up 9.28% from a year ago.$Roku Inc(ROKU)$  missed estimates for both revenue and earnings. Moreover, Roku lowered its guidance for Q3 with a massive 22% cut.$CRISPR Therapeutics AG(CRSP)$ reported ($2.32) earnings per share (EPS) for the quarter, missing the consensus estimate of ($1.91) by ($0.41).$Exact Sciences(EXAS)$ on Tuesday reported a loss of $166.1 million in its second quarter.$UiPath(PATH)$ reported a strong FQ1 with revenue growing 32% yoy and beat expectations by $20 million.$Teladoc Health Inc.(TDOC)$ posted adjusted earnings before interest, taxes, depreciation and amortization (Ebitda) of $46.7 million, down from $66.8 million a year before, while analysts were expecting $45.3 million.Block is scheduled to announce Q2 earnings results on August 4th, after market close,The consensus EPS Estimate is $0.16(-75.7% Y/Y) and the consensus Revenue Estimate is $4.33B (-7.4% Y/Y).Intellia Therapeutics (NASDAQ:NTLA) is scheduled to announce Q2 earnings results on Thursday, August 4th, after market close. The consensusEPS Estimate is -$1.30(-28.7% Y/Y) and the consensus Revenue Estimate is $9.5M (+45.0% Y/Y).Some other observer:$ARKK huge spike in PUT volumes today (8/3). PUT/CALL ratio at 2.2, Seems not a high ratio yet.
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      After 9 months, ARKK primary trend is now UP!
    • Twelve_E·08-03Twelve_E

      $Draftking is trending on both Twitter and Reddit

      $DraftKings Inc.(DKNG)$ After a long time, Draftking finally ushered in good news and big moves.On the one hand, the normalized awareness of the pandamic has brought the activities on the sports field into the audience's sight again, and some games have become more and more abundant recently.1. It is another week of hardball action gets underway this Monday with a nine-game fantasy baseball slate on DraftKings.2. MLB Best Bets at DraftKings Sportsbook Tonight: Expert MLB Picks and Player Props for August 2nd.Tuesday has the potential to be a wild day in baseball. There are 16 games on the schedule and it's the trade deadline.On the news side,DraftKings 'thrilled' as Mass. legislature legalizes sports betting.Shares of DraftKings Inc.DKNG,+8.93%rose 8.93% to $15.37 Tuesday.$DKNG is trending on both Twitter and Reddit, I did purchase some on Tuesday!
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      $Draftking is trending on both Twitter and Reddit
    • Twelve_E·08-03Twelve_E
      $ARK Innovation ETF(ARKK)$ ARKK has declined over 70% in the past 16 months. ARKK is now where it was at the COVID low.   Just keep an eye on this ETF, Many tech stocks see bottomed up, i bet bullish for it.[Miser][Miser][Miser]
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    • Twelve_E·05-18Twelve_E

      40bln Buyback! CEO Lifted $UPST$ a 23% Rise from 60% Drop

      The share price of upstart Holdings, an artificial intelligence-driven lending platform, plunged nearly 60% after the company lowered its annual revenue forecast and predicted that loan demand would decline with the rise of U.S. interest rates on last Tuesday. Is the business broken? Does that kill the long-term bullish thesis? Let's take a look at the financial report data first Revenue went from $121M to $310M in Q1. This was larger than the expected $300M. Net income also nearly tripled from 2021, which is impressive. What's more, They also increased bank partners from 42 at the end of 2021 to 57 at the end of Q1, and increased car dealerships from 410 at year end to 525 at the of Q1. For Q2, the company predicted $295M to $305M in revenue and $1.25B for the full year 2022. Consensus was $335M for Q2 and $1.4B for the full year. While lowered guidance is a tough thing to see for long investors, Much of the reason for Upstart's big decline over the past week was negative reaction from shareholders about its latest financial results. In particular, investors were troubled that Upstart seemed to be keeping loans on its balance sheet rather than selling them off to investors, as the company had done in the past. The company held its annual shareholder meeting and made a presentation at a fintech industry conference that sought to offer an explanation for some of the factors hurting the stock recently. Upstart CFO Sanjay Datta helped to dispel some of those concerns in a presentation. He answered the investors' questions about the company's buyback, the reduction of senior executives' holdings and the fundamentals of the company's business, and stressed that the company, as a light asset, has profits, cash and good unit economic benefits. According to the shareholders' meeting, the CEO said that the company expected to buy back $4 billion of $Upstart Holdings, Inc.(UPST)$. The buyback has begun because the stock price is very attractive, but the CEO did not specify the specific buyback schedule and quantity respectively. Some investors asked about the reduction of senior executives' holdings. The CEO replied that in the past 10 years from the establishment of the company to the capital Road, it is understandable for senior executives to sell shares and obtain returns. In addition, they have disclosed the plan to sell shares on a monthly basis in advance, which is not a selling at highprice, and as CEO, he still invest a lot in the company. With regard to the company's risk loan business, the CEO said that the proportion of this part is very low and is being cleared. The CEO's speech did enhance the confidence of many investors,On Wenesday trading, UPST rebounded 23.47%, so far this week, UPST rebounded by 22.37%. Meanwhile the CEO said that upst would pay attention to interest rate risk, Upstart is a business that could suffer with rising interest rates and an economic slowdown. The biggest things I will be paying attention to with Upstart is the balance sheet and interest rates and the potential chain reaction there. If interest rate hikes lead to a recession, that would certainly have an impact on broader economic activity and Upstart's new volume for cars and other loans.
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      40bln Buyback! CEO Lifted $UPST$ a 23% Rise from 60% Drop
    • Twelve_E·04-14Twelve_E

      $41 bn all-cash Bid, 3 KeyPoints on Elon Musk's Ambitious to Twitter

      It is a pity that Musk is not qualified to run for the US president, because he was born in South Africa. Joking Here. On April 14th, Elon Musk offers to buy 100% of $Twitter(TWTR)$   for $54.20 per share in an all-cash deal. Elon Musk Letter to Chairman: "I invested in Twitter as I believe in its potential to be the platform for free speech around the globe, and I believe free speech is a societal imperative for a functioning democracy. However, since making my investment I now realize the company will neither thrive nor serve this societal imperative in its current form. Twitter needs to be transformed as a private company. As a result, I am offering to buy 100% of Twitter for $54.20 per share in cash, a 54% premium over the day before I began investing in Twitter and a 38% premium over the day before my investment was publicly announced. My offer is my best and final offer and if it is not accepted, I would need to reconsider my position as a shareholder. Twitter has extraordinary potential. I will unlock it."  Why Elon Musk Made this decision? Does he really needs an “Edit” function? Any other story we can expect ? 1. Why did Musk offer to buy Twitter? Musk is a Twitter star with a huge number of followers. Donald Trump, who was once the number one celebrity on Twitter, had 88 million followers before his account was deleted, while Musk's followers exceeded 80 million. Both of them belonged to Twitter's influencers. Relying on the platform of Twitter, Musk has beaten the SEC, Biden and the White House. Like other richest men, Tesla CEO Elon Musk needs a medium to output his ideology. Today's media are focusing on the dual attributes of "social media". The concept of "social" emphasizes the two-way flow of information, and the concept of "media" emphasizes the single-line output of information. Facebook's "social" attribute is heavier, and Twitter's "media" attribute is stronger. For Musk, he doesn't need "everyone else" to communicate with him two-way, he just needs a platform to output his ideology in a single line. In early April, Musk spent more than $2 billion to become Twitter's largest shareholder. Musk just wanted to remind Twitter not to restrict him from using this platform for ideological output, otherwise it would be a matter of minutes for him to buy all the company and merge it into Tesla.  Sure enough, now there is the next step. 2.Will Twitter be successfully acquired? It is said that,Unlike Google,FB and etc, Twitter founders don't have spcial voting controls, which makers things uncertain for Twitter. Since Musk's debut, there are only two outcomes for the companies he "meddled" with, either he completely controls them, or he completely abandons them. Various reports have shown that he is a very controlling CEO. Earlier dumps included the sale of PayPal to EBay and Zip2 to Compaq; and companies that took full control included merging into struggling SolarCity. For Musk, there are only two outcomes of 0% and 100% (referring to actual control, not equity) in controlling companies, and there has never been an option for 9.2% passive investment. As the richest man in the world, Musk is even more disdainful to hype in the secondary market and earn a few percentage points. Musk's recent tweets have long revealed his determination to reinvent Twitter. teasing changes to twitter over a poll buying a 9.2% stake accepting then declining a board seat getting sued by twitter shareholders over delayed disclosure offering to buy ALL of twitter Seems It won't be far fetched if Elon completely buys Twitter. he has more than enough money and motivation. 3. How about the future of Twitter? Musk is a person who likes to create "story". I wonder if anyone has done a "share price decomposition" of Tesla's stock price rise - how much of the stock price increase is due to performance, and how much is because of "story"? Twitter, as the world's storytelling platform, is an absolute match made in heaven with Musk. I can't imagine how many stories a storyteller can have on a story platform. Don't despise the logic of the stock market relying on "story". Isn't the reason why human society exists because everyone believes in the same "story" (history, country, bloodline...)? Looking forward to more stories from Musk and Twitter. How do you believe in this offering? Do you have confidence in Twitter's future price?
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      $41 bn all-cash Bid, 3 KeyPoints on Elon Musk's Ambitious to Twitter
    • Twelve_E·04-12Twelve_E

      SOFI Plans 10-for-1 Stock Split, Same Logic as GOOGL,AMZ,TSLA?

      Do you think Shopify's stock split will bring him out of the downturn?After video game retailer$GameStop(GME)$ announced that it will ask shareholders to approve a pathway to a stock split at its annual meeting On March 31, 2022.On April 11, 2022, $Shopify(SHOP)$ , The e-commerce platform's board announced plans to seek shareholder approval for a 10-for-1 stock split.Under the proposal, Shopify shareholders of record as of the close of business on June 22, 2022, would receive 9 Class A or Class B shares for every one share held.After the news was announced, Shopify closed at a decline of 1.91%, with the price hitting a historic low. So far in 2022, Shopify had dropped more than 50%.SoFi is a Fintech company that aspires to be a one-stop-shop for financial services, that allows members to borrow, save, spend, invest and protect their money.Regarding SOFI's Valuation, Please turn to My friend @ @k_ristovski 's SoFi analysis and valuation - Big story and many risks ($SOFI), which tells you how is SoFi different than a bank, and what's the key data of the company and what expectations we can focus on.Tech Giants' Stocks Split Appear to be Well-received by InvestorsSince 2022, $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , and $Tesla Motors(TSLA)$ have all announced stock split plans.on March 28, 2022, Tesla (TSLA) asked its shareholders for permission to split its stock for the second time in two years.On Mar 11, 2022, Amazon (AMZN) announced that approved a 20-for-1 stock split marked the fourth such split since the company first went public in 1997. Meanwhile a $10 billion 100亿 buyback plan. Amazon's stock will complete the split at the close on May 27 and begin trading on a split-adjusted basis on June 6, 2022.On February 1, 2022, Alphabet (GOOGL) announced a 20-for-1 split, this will increase the number of the company's shareholders by 19 times. However, the plan still needs to be approved by the general meeting of shareholders. It is reported that the stock split plan will be completed on July 15, 2022.The stock splits for the above-mentioned big tech stocks appear to be well-received by investors, and the market sees them as bullish and worth buying. Will SOFI also usher in the same positive effect?Stock Performances Related to Stock Splits Over the Past 2 YearsLet's take a look at the stock performance of companies that have completed stock splits over the past two years.In the past two years, TSLA, AAPL, and NVDA have all conducted and completed stock splits, below is the share price changes of different period.Definition and Benefits of a Stock Split.A stock split, or "stock split," refers to the splitting of a stock of higher denomination into several stocks of relatively lower denomination.The general motivation for companies to conduct stock splits is to reduce the stock price, attract more small investors, and increase the liquidity of stock trading. Therefore, stock splits are often seen as a direct positive factor that can drive stock prices higher.Analysts note that stock splits don’t change anything about a company’s fundamentals. The thinking behind the move is that by expanding the number of shares at a lower individual price, more people will be able to invest in the company.Usually the stock split has zero fundamental impact on the company, In addition, if the company buys back shares, it will also reduce the number of shares, which is expected to increase earnings per share."
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      SOFI Plans 10-for-1 Stock Split, Same Logic as GOOGL,AMZ,TSLA?
    • Twelve_E·03-31Twelve_E

      APPLE just shy of $3 trillion, Will it's financial services plans shake up America?

      $Apple(AAPL)$ 's Ambitious Apple’s share price fell 0.67% on Wendsday trading, but the highest market value of Apple during the session rushed to $2.93 trillion, just 2.3%away from the $3 trillion mark. Like many investors, I've always believed that Apple's stock price will break through $3 trillion, and it's only a matter of time. The latest Bloomberg news says that Apple Eyes Bringing Financial Services In-House, which is going to develop its own payment processing technology and infrastructure for future financial products, including payment processing, loan risk assessment, and more. The "Project Breakout " hints at Apple's desire to upend the existing financial system. However, it should take several years for this work to finally come to fruition. Turns to Apple's business map, there are five sources of revenue for Apple's Services, namely advertising, AppleCare (warranty), iCloud services, digital content and  payment services. The payment service includes two aspects, one is Apple Card (credit card jointly signed by Goldman Sachs), and the other is Apple Pay. The figure below reflects the distribution of Apple's revenue over the past six years, of which the proportion of service revenue has continued to grow and is currently around 20%. Obviously, Apple's payment service, like other technology companies entering the financial field, is only in the outermost layer of the financial system. Apple's credit card is constrained by Goldman Sachs, Apple's Apple Pay is controlled by the U.S. credit card network, and Apple's financial efforts have so far only been superficial. Although the US financial system is an open system, almost no one can shake the status of the leading banks. The total assets of the top 60 banks exceed $20 trillion, but the top 6 banks control 60%. Source from wikipedia The U.S. payment system has long had only two networks, $Visa(V)$ and $MasterCard(MA)$ , with the third and fourth places becoming less and less present. The Internet has changed all industries and even manufacturing in the world, but the financial industry has not been affected at all by the impact of the Internet in the past 20 years. If everyone has one Apple device and the Internet is an open system, are people really willing to pay Goldman Sachs and MasterCard tolls to buy a movie ticket through Apple Financial Services? That's a question ~
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      APPLE just shy of $3 trillion, Will it's financial services plans shake up America?
    • Twelve_E·03-23Twelve_E

      China Fund, ETFs, Stocks Gain Momentums: The Safest Harbor Now

      Citigroup analysts calculated that the enlarged buyback plan was “likely the largest share repurchase program ever in China’s internet sector.” BlackRock Inc. fund managers even argued that Hong Kong-traded stocks have become “extremely attractive” after recent declines, Bloomberg reports. The trillion-dollar asset management giant Capital Group has recently increased its positions in Chinese stocks. The fourth largest overseas Chinese stock fund "JPMorgan Funds - China Fund" has a latest size of US$5.432 billion. In February, the fund increased its holdings in Ping An, and during the same period, it also increased its holdings in China Overseas Land & Investment. The stocks with relatively large reductions include WuXi Biologics. . For another example, the second largest overseas Chinese stock fund is「 JPMorgan Funds - China A-Share Opportunities Fund」, with the latest managing size exceeding 40 billion yuan. The top ten major positions of the fund did not change much in February, with a small reduction in Wuliangye Yibin Co and a small increase in Baosight Software. letter software. According to research firm EPFR Global :Mainland Chinese stock funds saw net inflows of $16.6 billion in January — only the fourth time since the pandemic that monthly inflows have exceeded $10 billion. Institution‘s attitudes towards Chinese stocks: Goldman’s chief China Equity Strategist Kinger Lau and his team said in an 89-page report in February mentioned: “We believe China A shares, a US$14tn asset class, have become more investable given the ongoing liberalization and reform measures in the Chinese capital markets.” Goldman Sachs Asia Pacific strategist Timothy Moe said in an interview with Bloomberg on March 14 that going forward, stock prices may still be relatively volatile, but the earnings of Chinese stocks in the next 12 months will be attractive. BlackRock Inc. fund managers even argued that Hong Kong-traded stocks have become “extremely attractive” after recent declines, Bloomberg reports. The head of a European asset management giant in China told Fund Jun, "Some overseas clients are still cautious, but our message to our clients is that investing in China is no problem for a long time." Even With high external uncertainty, the stock market may remain highly volatile in 2022. However, judging from the trend of institutions, there may be some positive signals, China Is Likely The Safest Harbor Now.
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      China Fund, ETFs, Stocks Gain Momentums: The Safest Harbor Now
       
       
       
       

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