JacksNiffler

8 years Analyst of high-quality U.S. &HKEX stocks.

    • JacksNifflerJacksNiffler
      ·07-10

      Will ETSY bottem up here?

      E-commerce platform $Etsy(ETSY)$ which was once a hit for masks during the epidemic, is repositioning its business strategy back to its original purpose as an online marketplace for handmade goods and unique creations.While its stock price hasn't pulled back much in the past two years, its CEO has been emphasizing the company's unique principles and has slowly come off the bottom.Etsy is revising its platform policies to clearly define which products are appropriate to sell on the platform in order to meet challenges from competitors such as $Amazon.com(AMZN)$ $PDD Holdings Inc(PDD)$ Temu and Shein.The new policy requires all items to reflect handmade features and
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      Will ETSY bottem up here?
    • JacksNifflerJacksNiffler
      ·07-10

      Unusual Options, Who's Real Meme King?

      While $Tesla Motors(TSLA)$ has risen more like a meme stock recently.But as the granddaddy of them all, $GameStop(GME)$ sn't lagging behind.Although the price of the underlying stock has been consolidating for quite some time, there was a large intraday anomaly on July 9, when someone bought more than 5,100 of GameStop's $30 Call, with an expiration date of July 19At the same time, another (and possibly the same) trader made a similar trade, 5,800+ $Chewy, Inc.(CHWY)$ at $30 Call with an expiration date of July 19th as well.These two trades are very much like those made by Roaring Kitty, who previously made large trades in these two tickets.
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      Unusual Options, Who's Real Meme King?
    • JacksNifflerJacksNiffler
      ·07-04

      End of an Era: JPMorgan's Bold Strategist Marko Kolanovic Departs

      Big news from Wall Street, Marko Kolanovic, the chief strategist at JPMorgan Chase and a well-known "contrarian indicator" in the stock market, has resigned from his position. Kolanovic's departure marks the end of an era for $JPMorgan Chase(JPM)$ , where he became famous for his often unconventional market predictions.Kolanovic earned the nickname "contrarian indicator" because his calls frequently seemed to go against the prevailing market sentiment. Despite this, his insights and analyses were highly respected and closely watched by investors around the globe.So, what does his resignation mean for JPMorgan and the broader market? For JPMorgan, it creates a significant void in their strategy team. Kolanovic's unique perspective and bold calls oft
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      End of an Era: JPMorgan's Bold Strategist Marko Kolanovic Departs
    • JacksNifflerJacksNiffler
      ·07-03

      It's the Tesla that we are familiar with!

      Let's look at yesterday's list of outliers, $Tesla Motors(TSLA)$ It's dominating the charts again after many months, and this time it's not panic due to bad news causing a selloff, but rather a return of sentiment brought on by the market looking to be pulled up again as delivery data exceeded expectations.PUTs expiring this week have been closing out in droves, leaving the Call/Put ratio of open interest in expiring options higher again this week;200-220 PUT open positions sharply elevated, may be that the next retracement is no more than this position, many people are willing to continue this position to copy the bottom of the waveIt has to be said that the previous use of Bull Spreads for short-term gaming has been quite a cost-effective way of
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      It's the Tesla that we are familiar with!
    • JacksNifflerJacksNiffler
      ·07-01

      AMZN is still taking benefit...

      $Amazon.com(AMZN)$ hitting new high, one of the biggest beneficiaries after $NVIDIA Corp(NVDA)$ ended its gamma squeeze.On Friday June 28 , we can also see large orders buying 190 and 200 Calls for August and September expirations, respectively.Amazon's investment and momentum in AI:Accelerated growth in the cloud business thanks to AI driveExcellent financial performance, providing stable cash backingStrategic AI investment: plans to incorporate AI chatbots into Alexa servicesInvestments in AI startup Anthropic and robotics company FigureLaunch of Maestro, an AI playlist generator powered by Amazon BedrockA plug: $GameStop(GME)$ ‘s leader Roaring Kitty, is being
      3.51KComment
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      AMZN is still taking benefit...
    • JacksNifflerJacksNiffler
      ·06-27

      FUN FACT: Cathie Wood Sold Her Few NVDA Position...Again!

      Cathie Wood, on June 26, sold some of her few $NVIDIA Corp(NVDA)$ positions in the fund $ARK Autonomous Technology & Robotics ETF(ARKQ)$ , weighting fell to 2.31% from 2.59%.Many of you may still be wondering, didn't she sell long ago? And stepped out of this Nvidia AI wave intact?Yes, she zai started to reduce her holdings heavily in mid 2023, and the more NVDA went up the more she reduced it, but didn't completely liquidate her position, and still has some in each of the ARKQ and $ARK Next Generation Internation ETF(ARKW)$ funds, with very low weightings already. Meanwhile, the position is still being reduced so far this year.NVIDIA's volatility has intensified rece
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      FUN FACT: Cathie Wood Sold Her Few NVDA Position...Again!
    • JacksNifflerJacksNiffler
      ·06-27

      MU Q3 Review, fantastic earnings but too much priced-in?

      $Micron Technology(MU)$ in the 26th U.S. stock market after-hours released Q3 financial results for fiscal year 2024, the overall results in line with market expectations, the storage industry face turnaround driven by its revenue and gross margin rebound, the next quarter of business is expected to improve, but there are also some problems and challenges.Investment HighlightsOverall performance: Revenue of $6.811 billion, up 81.5% year-on-year, slightly better than expected, and net income of $332 million, remaining profitable. Revenue rebound was mainly driven by growth in the DRAM and NAND businesses, while operating profit and margins rebounded on the back of improved gross margins.DRAM and NAND business rebound: the price end of the quarter wer
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      MU Q3 Review, fantastic earnings but too much priced-in?
    • JacksNifflerJacksNiffler
      ·06-26

      Rivian-Volkswagen cooparation? No, it's even not an investment!

      $Volkswagen AG(VLKAY)$ ‘s 5 billion dollar investment in $Rivian Automotive, Inc.(RIVN)$ ‘s news took the latter's stock price straight to the air, but apparently the secrecy between the two companies hasn't been particularly good.During the June 25 session, a large number of RIVN's $13 and $14 doomsday CALLs expiring this week moved out of line, with more than 5,000 and 4,000 more orders, respectively.Apparently, this front-run was "perfectly timed", coincidence?I'm not sold on the Rivian-Volkswagen joint venture, and it's probably just a gimmick and more "hype" than anything else.The specifics of the partnership really take advantage of the public.Combine the complementary strengths of both companies t
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      Rivian-Volkswagen cooparation? No, it's even not an investment!
    • JacksNifflerJacksNiffler
      ·06-25

      3 Reasons for NVDA's falling

      $NVIDIA Corp(NVDA)$ 's journey to be the "world's largest stock" lasted only one day.After it became the world's most valuable public company on June 18th with a market capitalization of $3.34 trillion, it retreated in flames and fell below $3 trillion. Looking at the changes in the market over the past week, it's clear that the pace of sector rotation has also given consumption, energy, and financials a chance to catch their breath and rally.I. Sectors RotationNVIDIA's gains since its earnings report have basically come at the expense of other tech stocks as well as other large-cap weights. And the U.S. stock boom is all about symbiosis, so whereas when one stock phases in and out of other sectors, sooner or later it has to pay back some of that
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      3 Reasons for NVDA's falling
    • JacksNifflerJacksNiffler
      ·06-24

      Webtoon IPO Analysis: A Strategic Move in a Competitive Market

      OverviewWebtoon Entertainment, the digital comics platform under South Korea's Naver Corporation, is set to make its debut on the Nasdaq. This IPO marks a significant step in Naver's strategy to expand its global footprint. The company plans to issue 15 million shares priced between $18 and $21 each, targeting a maximum valuation of approximately $2.67 billionFinancials and ValuationWebtoon aims to raise around $3 billion through this public offering. This move comes after years of planning and strategic acquisitions, such as the purchase of Wattpad in 2021, which bolstered Webtoon's content library and user base. The expected funds will support further expansion, content creation, and technological advancements.Market ContextWebtoon's IPO arrives at a time when the digital comics market i
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      Webtoon IPO Analysis: A Strategic Move in a Competitive Market
       
       
       
       

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