To The Moon

On Wed, 10 May 2023 evening I was keeping virgil by my mobile phone, like everyone else. Just so that when the news of US April CPI is out, I would know “immediately”. When the news flashed across my mobile screen, I heaved a sigh of “relief”. CPI was “4.9%”, 0.01% “higher” than my personal forecast (click to read my post! and give a “LIKe” ok, tks!). It was a “memorable” moment because this is the first time in two years that US’s CPI comes in “sub 5%”. Deserves a celebration, no? Strangely enough, the market did not rally as I had hoped it would. By the time market closed: DJIA was down -30.48 (-0.09%) to 33,531.33. S&P 500 was the only index upped marginally +18.47 (+0.45%) to 4,137.64). Best performer. Nasdaq w

Every FOMC, people are always worried about being skewered by market events, so they are not so confident in the trading before the FOMC.But this time it was different. The institution had the answer first:sell $MSFT 20230519 310.0 PUT$10,000 lots of options, which means hundreds of millions of dollars of margin. When I saw the option change the only thing I thought was all in Microsoft. Microsoft reported earnings earlier, and they were surprisingly good. That being said, you don't have to be so aggressive and put the sell put at a lower strike price, like 280 or 260.I want to move on to the other stock observations of the week, which are somewhat subjective.I'm going to make an unpleasant judgment for a

Every FOMC, people are always worried about being skewered by market events, so they are not so confident in the trading before the FOMC.But this time it was different. The institution had the answer first:sell $MSFT 20230519 310.0 PUT$10,000 lots of options, which means hundreds of millions of dollars of margin. When I saw the option change the only thing I thought was all in Microsoft. Microsoft reported earnings earlier, and they were surprisingly good. That being said, you don't have to be so aggressive and put the sell put at a lower strike price, like 280 or 260.I want to move on to the other stock observations of the week, which are somewhat subjective.I'm going to make an unpleasant judgment for a

Just now, Li Auto $Li Auto(LI)$ released its first quarter results, and its stock price jumped 7% in the premarket moments, giving a perfect explanation for the results:Specifically, the revenue of Li Auto in the first quarter was 18.787 billion yuan, slightly exceeding the consensus forecast of 18.68 billion by analysts. What is surprising is that the company adjusted net income is 1.4 billion yuan, which greatly exceeds the analyst expectation of 660 million yuan:The financial report of new energy vehicles is actually relatively boring. The main influence on the stock price is the monthly sales volume, and the revenue and profit are the final reaction of the sales data.In terms of monthly sales, Li Auto hit record highs, with total sales of 52584

Just now, JD.com $JD.com(JD)$ $JD-SW(09618)$ released its first quarter results. After the financial results were released, the stock price of the US stock market rose immediately before the market:There is no doubt that JD.com 's financial results exceeded expectations.Compared with analysts' forecasts, JD.com's revenue in the first quarter was 243 billion yuan, exceeding analysts' consensus expectations of 240.5 billion yuan. First-quarter operating profit was $6.4 billion yuan, it also beat analysts' consensus of $4.8 billion yuan:Much more than expected, could it be that 10 billion yuan subsidy working?JD.com CFO seemed to confirm this when she said in the earnings statement: During the first quarter,

Just now, JD.com $JD.com(JD)$ $JD-SW(09618)$ released its first quarter results. After the financial results were released, the stock price of the US stock market rose immediately before the market:There is no doubt that JD.com 's financial results exceeded expectations.Compared with analysts' forecasts, JD.com's revenue in the first quarter was 243 billion yuan, exceeding analysts' consensus expectations of 240.5 billion yuan. First-quarter operating profit was $6.4 billion yuan, it also beat analysts' consensus of $4.8 billion yuan:Much more than expected, could it be that 10 billion yuan subsidy working?JD.com CFO seemed to confirm this when she said in the earnings statement: During the first quarter,

Just now, Li Auto $Li Auto(LI)$ released its first quarter results, and its stock price jumped 7% in the premarket moments, giving a perfect explanation for the results:Specifically, the revenue of Li Auto in the first quarter was 18.787 billion yuan, slightly exceeding the consensus forecast of 18.68 billion by analysts. What is surprising is that the company adjusted net income is 1.4 billion yuan, which greatly exceeds the analyst expectation of 660 million yuan:The financial report of new energy vehicles is actually relatively boring. The main influence on the stock price is the monthly sales volume, and the revenue and profit are the final reaction of the sales data.In terms of monthly sales, Li Auto hit record highs, with total sales of 52584

US stock market closed slightly up on Monday. Among companies that released earnings, $adidas AG(ADDYY)$ rose 8% as invetories improve; $Lucid Group Inc(LCID)$, $3D(DDD)$ , $Skyworks Solutions(SWKS)$ fell around 10% after missed estimates.1. ADDYY +8.26%: inventories improve and revenue remained flat despite adverse Yeezy impactAdidas shares jumped on Friday after the German-based sportswear giant presented better-than-expected first-quarter results that showed strong revenue in Europe, Latin America and Asia Pacific.Adidas AG reported a loss of €0.18 per share on €5.27B in revenue for Q1 2023, with currency-neutral

Follow me at @Alice Arnault and let us learn and earn together![Lovely] The use of ADR is very common on Tiger express and related news. A few have expressed that they are the same as stocks but it's actually different When someone says an ADR has fallen, it means that the price of the American Depositary Receipt (ADR) has decreased in value on the U.S. stock exchange where it is traded. This decline in the ADR's price may be due to various factors, such as changes in the underlying foreign company's stock price, fluctuations in currency exchange rates, or shifts in market sentiment towards the company or its industry. The difference between an ADR falling and a domestic stock falling is primarily related to th

In keeping with the old "sell in May" tradition, May is the month to find some reason to sell. This year, you don't have to look for a reason. Treasury bonds, inflation, interest rate hikes and recession are all big, scary names, and anyone who pulls them knows that May is a bad month to own. After all, these topics have been played out in the media for a long time.So let's pick a few typical growth stocks and see how institutions are holding positions.sell $PLTR 20230512 7.5 PUT$From Tiger pcsell $CVNA 20230519 10.0 PUT$sell $ABNB 20230616 12