To The Moon

The online loan facilitator is bearing more credit risk as its use of third parties to insure and guarantee the loans it brokers becomes costlierLufax Holding Ltd.(NYSE:LU), the largest of China's online loan facilitators, appears caught between a rock and a hard place as Beijing sticks to its "zero Covid" policies.One special feature of the Ping An Insurance-backed (OTCPK:PNGAY; 2318.HK; 601318.SH) company's business model, targeting "unmet demand" for credit among small business owners, has been its role connecting institutional lenders and borrowers without directly exposing itself to a lot of credit risk. It does that by using third-party companies to insure or guarantee the loans it arranges.But costs for loan insurance and guarantees have also risen due to higher default ri

ThesisIn my opinion, Rivian (NASDAQ:RIVN) is a speculative story-based long-duration asset that is priced to perfection.Valuedat a one-year forward EV/Sales of about x10, the company has arguably little room to misstep.But on 10 Octobera major misstep happened: Rivian hasannounceda recall ofnearly allof the company's past EV deliveries. The trading day following the news, RIVN shares have lost as much as 11%.I don't think Rivian's long-term prospects will be severely impacted by the EV vehicle recall. But still, the company's valuation is simply too high for investing with the risks associated to a story-led business case - especially given the current environment with depressed sentiment towards growth stock.Rivian stock is down some 80% YTD. But there is still excessive risk in the compa

NVDA’s partnership with OCI could help negate the adverse developments that have cropped up due to geopolitical risks.NVDA’s powerful AI-ready infrastructure feels like a good fit to harness Oracle’s deep data repositories.NVDA’s forward valuations look attractive and the risk-reward on the weekly chart does not look too bad.However, institutions still continue to shun the stock, and it does not look like it will be an apt rotation candidate for those fishing in the semiconductor or AI arenas.

Uber continues to show strong momentum in revenue growth.The cash flow, cash position, and profitability metrics of the company have also continued to display strength.Overall, the platform appears healthy, growing, and increasingly profitable.

Li Auto is too cheap to ignoreLi Auto’s EPS predictions imply that the market expects the company to achieve its first small profit in FY 2022… which means Li Auto is expected to reach profitability sooner than its rivals NIO and XPeng. NIO is expected to see its first profits in FY 2024 while XPeng is expected to turn a profit in FY 2025.Based off of revenue predictions, Li Auto has a P-S ratio of 1.6 X which makes the EV company cheaper than NIO which has a P-S ratio of 2.2 X.Risks with Li AutoLi Auto has two main commercial risks: (1) The slowdown in delivery growth is set to impact the speed with which revenues are ramping up,(2) Vehicle margins for Li Auto have started to drop which indicates growing cost and margin pressures… in both cases this could translate to a lower valuation fa

Back in September 2021,Moderna's and Merck's market cap valuation were only a few billions apart at ~$175bn and ~$182bn, respectively.As the more diversified, future-proofed pharma, it makes sense that Merck's valuation has increased while Moderna's has tanked.Merck announced yesterday that it will take up an option to partner with Moderna on development of a cancer vaccine used as an adjuvant alongside Keytruda.Results from a Phase 2 study of the vaccine / Keytruda combo in melanoma will be available before the end of the year.Positive results would validate Moderna's technology outside of COVID and likely make the company much more valuable. Merck would benefit from another blockbuster asset and ongoing superiority of Keytruda.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is scheduled to host its Q3 earnings call after market close this Tuesday, November 1. Although the company has already released a dismal set of preliminary Q3 numbers, there’s still a lot of uncertainty aboutthe extent of its sales slump. So, in addition to tracking its headline financial figures, investors may also want to monitor its purchase commitments, guidance for the next quarter or two and its management's comments about their production trends amidst a recessionary environment. These items will better highlight where AMD and its shares may be headed next. Let’s take a closer look at it all.The Preliminary NumbersFor the uninitiated, AMDpre-releasedits Q3 financials earlier this month on October 6. Its top brass was forecasting revenue of

Wall Street and three of the last four Seeking Alpha articles have buy ratings on Roblox stock.There are several highly-concerning trends in recent results that point to further downside.I present the opposing viewpoint below and urge caution for investors.

At the right part of the Seeking Alpha screen, I constantly see the ticker — MULN that recently seems to be often in green. When I googled it, a nostalgic feeling seized me. Winter 2020. It’s freezing cold. But you don’t feel the cold because your mind waspreoccupied with GameStop (GME) setting a new share price record every day. It seemed that gold was here; you just needed to reach out a hand to touch it. After such a severe market selloff, there is an impression that a new golden bull is found: an automotive company called Mullen (NASDAQ:MULN). Many bloggers believe that Mullen can become the GameStop of 2022 and the recent share price drop from 13 USD in November 2021 to 0.5 USD presents a strong buying opportunity. As my subscribers already know, I love thinking critically and looking

Tilray Brands fell after reporting another weak quarter for the period ending in August.The Canadian cannabis stock had rallied on hopes the U.S. would finally legalized weed.The stock isn't the best way to play U.S. legalization with a whole host of smaller U.S. MSOs the ones likely to see the biggest gains.