To The Moon

$Nordstrom(JWN)$ Founded in 1901, is an American upscale department store.In recent years, Nordstrom has faced a number of challenges in the retail market, including the rise of e-commerce and an uncertain economic environment.Recent news about its potential acquisition has generated a lot of attentionJWN had received a takeover offer in September 2024 for $23.00 per share in cash.This offer excludes the shares held by the Nordstrom family and Liverpool, and this takeover bid suggests that investors are optimistic about the future value of Nordstrom, particularly in the context of its recent favorable financial performance.Analysis of Financial PerformanceIn the third quarter of 2024, Nordstrom reported net sales of more than $3.3 billion, up 4.6%

December 23, 2024 Nissan and Honda Sign Memorandum of Understanding .At a time of profound changes in the global automobile industry, the merger plan of $Nissan Motor Co., Ltd.(NSANY)$ and $Honda(HMC)$ has attracted widespread attention.I. Development status of Nissan and Honda(I) Overview of NissanNissan has a hundred years of history, with a rich product line covering cars, SUVs and other fields, and once occupied an important position in the global market, with remarkable technological innovations, such as e-Power hybrid technology.However, in recent years, Nissan is facing a lot of difficulties, the first half of the fiscal year 2024 financial report shows that although the operating income has a cert

Last week, assets entered a new wave of correction after the December FOMC meeting.First, on the rate cut front, the Fed cut 25bp as planned, bringing the benchmark rate back to 4.25%-4.5%, just as the market thought it would be, as November data on nonfarm payrolls, service prices, and rents, as well as data on GDP and the unemployment rate, all supported the cut.Second, at the meeting the Fed indicated that rate cuts would slow down in the future, with the "dot plot" showing only two cuts in 2025, less than the market expected.The meeting statement also added to consider the "magnitude and timing" of the words, Powell also said to be more cautious, move more slowly, but also have to keep an eye on the trend of inflation.In addition, the Fed has adjusted its economic data forecasts for 20

Big-Tech’s PerformanceMarket volatility rose this week, the $.IXIC(.IXIC)$ $NASDAQ 100(NDX)$ hit new highs at the same time, the $.DJI(.DJI)$ recorded the first time since 1974, "ten consecutive losses", while the Federal Reserve's "ultra-hawkish interest rate cuts" to the broader market recorded the largest decline since August.At the same time, the dollar strengthened again, 30-year and 10-year U.S. bond yields exceeded the Federal Reserve's federal funds rate target ceiling of 4.5%.Individual stock level performance is also more differentiated, meme stocks across the board but volatility is also larger, the overall performance of large technology companies sli

$Nike(NKE)$ announced its results for the second quarter of fiscal year 2025 after the bell on Dec. 19, and the market was volatile after the bell.On the one hand, the quarterly results performed well, both revenue and profit exceeded market expectations, but on the other hand, still can not stop the decline in performance, as well as due to promotions brought about by the decline in profit margins.Investors previously held greater expectations for its "transformation", because the new CEO Elliot Hill has just begun to take the helm, intends to reorganize the channel, the stock price also rose more than 5%, but the CEO said on the call that the transformation of NIKE still need more time, and the current measures are to actively clean up the obsole

$Lennar(LEN)$ The fourth quarter ended November 30, 2024 was reported on December 18, 2024, and not only did the current period fall short of expectations, but the company also lowered its guidance, reflecting the headwinds faced by the real estate industry.On the other hand, the Federal Reserve's hawkish statement was "confident" that the economy is booming and that they need to see "more data" to support a rate cut.Financials vs. market expectationsQ4 revenue came in at $9.95 billion, slightly below expectations of $10.06 billion, but up 8% year-over-year;Adjusted EPS of $4.03, below expectations of $4.20Delivered 22,206 homes, slightly higher than Q3's 21,516, but down 7% year-over-year.The average sales price of delivered homes was $430,000 per

$Birkenstock Holding plc(BIRK)$ shares rose to a four-month high in premarket trading after the company posted solid fiscal fourth-quarter results on the back of the popularity of its closed-toe clogs and double-digit growth in all regions.Despite being "famously ugly," the company saw 90% of its growth come from existing B2B retail stores, suggesting the channel space is doing well, given its historic brand and loyal customer base, in addition to excellent sales of clogs.But with the overall market selloff following the Fed's ultra-hawkish interest rate resolution that day, it was the company's shares that ended up closing up around 1%.Financial data and market expectationsQ4 revenue was €455.8 million, or approximately $478.27 million, exceeding

$Honda(HMC)$ , $Nissan Motor Co., Ltd.(NSANY)$ and Mitsubishi may engage in merger and reorganization related matters.Honda is considering a variety of options including merger, capital cooperation or the establishment of a holding company.In fact, the two companies began to explore cooperation in March this year, and in August carried out a comprehensive business cooperation on the generalization of in-vehicle software and components and other consultations, Mitsubishi Motors has also expressed the desire to cooperate.Merger rumorsAccording to Nikkei News, Honda and Nissan are preparing to start negotiations on a merger, and plans to eventually bring Mitsubishi into the holding company's fold, Nissan is

Recent trading in $Broadcom(AVGO)$ has been full of FOMO sentiment, and it's pulling down $NVIDIA(NVDA)$ as well.Why are investors so worried about not getting on board?Broadcom has had a strong last two yearsBroadcom (AVGO)$ has had a great last two years, doubling its share price in 2023 and soaring in 2024.Integrating VMware into the business this year was a big deal.Although the integration process was a bit controversial, and was criticized for raising prices and discontinuing some free services, it was good for shareholders.After the integration, VMware's operating expenses were cut in half and gross margins reached 70%.Broadcom's results were stunning, with f

Against the backdrop of the current record highs in the market, investors are increasingly concerned about the valuation situation of U.S. stocks.Multi-dimensional comparative analysis of U.S. stock valuationsDynamic Valuation $.SPX(.SPX)$ The current dynamic P/E ratio of 22.7x is not far from the previous high of 23.4x (2020/9/2), is 1.8x standard deviation above the average of 16.6x since 1990, and is in the 94th percentile of its historical score.The static P/E ratio is even at 27.3x.Dow Jones, NASDAQ, Mag6 ( $Meta Platforms, Inc.(META)$ $Apple(AAPL)$ $Amazon.com(AMZN)$ $Microsof