To The Moon

Quarterly report. $NIO Inc.(NIO)$ is scheduled to report its Q4 2023 earnings on 05 Mar 2024. It has always been the last of the 3 musketeers ( $Li Auto(LI)$, $XPeng Inc.(XPEV)$) to report since day one. What will it be this time round? To answer this question, let’s harked back my post on Q3 2023 estimates (click here ! for details). I did a guess-timation based off Q2 2023 actuals (EVs delivered & revenue earned) and proportionally mapped the revenue numbers based on Q3 2023 deliverables. Erring on the side of conser

On Friday, Nvidia's market value briefly broke through $2 trillion for the first time, becoming the first company in the history of the semiconductor industry to reach this threshold. AI frenzy, US stocks win a winning week.The possibility of an interest rate cut in the United States has also returned to the market. The Fed holds its next FOMC monetary policy meeting on March 19 and 20, and with strong growth and inflation yet to slow toward the Fed's 2 percent target, several Fed officials have stressed that a rate cut is coming, but not anytime soon.Wall Street firms such as Goldman Sachs, UBS and Morgan Stanley widely expect the Fed to start cutting rates in June. CME's FedWatch tool shows traders are pricing in a 53 percent chance of a June rate cut.$Rivian Automotive, Inc.(RIVN) repor

1. Berkshire Cash Pile Hits Record, Earnings SoarBerkshire Hathaway’s $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ ) cash pile swelled to a record in the fourth quarter of 2023 while earnings soared despite weakness in its railroad and energy businesses, according to its earnings report Saturday.Buffett prefers operating earnings, which rose to $8.5 billion in the fourth quarter of 2023 from $6.6 billion the prior year. Full-year operating earnings totaled $37.4 billion, a 21% increase from 2022.Berkshire's cash and U.S. Treasury holdings rose to a record $167.6 billion at the end of 2023 with $133.4 billion in Treasurys. In the third quarter, the company's cash hoard had totaled $157.2 billi