$GameStop(GME)$GME had a nice meme two day run, I am all for irrational exuberance, sticking it to the man, whatever populist battle cry is coherentbut unlike 2021, the expanded GME float to sustain up momentum is a heavier weight, no Melvin Dr Evil hedge fund to squeeze, and the Roaring Kitty army got burned when the White House, SEC did their little trick in 2021 of shutting down GME purchase orders but not sell orders, think about how that resembles some dictatorshipBill Gross Tuesday sold $40 calls that expire Friday when GME was at $48 so $15 vol premium, I also got, and Gross sold $40 puts for $7 expiring Friday, his bet is volatility has run its course in a band between $18 and $62, selling volatility not a bad str
$Alibaba(BABA)$The consumer has been anything but strong in China, so there is no reason to have high hopes for a huge beat or anything. The management has been making the right moves imo so their commentary on those things and how they guide is just as important and meeting expectations is all I am hoping for this quarter.
$Sea Ltd(SE)$Revenue Outlook: 🟢The consensus mark for revenues is pegged at $3.62 billion, indicating a 22.02% growth from the year-ago quarter’s reported figure1. The digital financial services segment is expected to see a 17.91% year-over-year growth, with revenues estimated at $487 million. 🔴🔴Headwinds: Despite the growth, Sea Limited may face headwinds due to the difficult macroeconomic environment, inflation, and rising interest rates, which are expected to impact the top line.
$ARM Holdings Ltd(ARM)$not doubt about it, after there conference call this was bound to go back up. I’m just jealous of people who got in around 95/96. The future of this stock is bright there conference call was sooo bullish. People who are bearish on this stock clearly didn’t watch the call
$BIDU-SW(09888)$Baidu is telling investors tolerate no nonsense to woo international Investors confidence and boost employee morale is a step in the right direction. Every investors want to watch with forward looking company. Baidu PR chief who sparked PR nightmare over workplace culture is out
$Alphabet(GOOG)$It’s hard to pick. amzn $Amazon.com(AMZN)$ has fantastic growth aws and ads are beast businesses. metas $Meta Platforms, Inc.(META)$ growth is incredible, but I’m a bit concerned over capex and reality labs. msft $Microsoft(MSFT)$ azure might be the best cloud and for ai to service enterprise it’s tough to beat. Goog still dominating search, YouTube up and gcs just turned profitable. Google FI mobile connection prices increased in this month. YouTube tv and YouTube premium subscribers also in line to increase price in this qt. This will add more revenue in coming QT’s aapl
$Marathon Digital Holdings Inc(MARA)$Start letting longs know tonight.. to be ready to buy immediately when results are released after the close tmrw. Short are more likely than not - going to try their earning release tactic.. of releasing a short spike down- the second their are released (before anyone even has time to look at them).. attempting to shape the narrative.. or at the very least, create a temporary sell-off or confusion in order to slow momentum... But in Longs by the dip as it's happening, we can cut it off at the kneez- or shape the narrative with an "immediate or fast reboundWe all know earnings is a BEAT but its all about guidance and price of BTC.X which is somewhat looking decent if this is a pullback
$SENSETIME-W(00020)$Very few people use RSI to analyze stocks nowadays. Today, we're seeing a bearish divergence at a high level, so it's advisable to exit the market. Come back when it goes down 10%. This wave is unsustainable, after all, it tripled within just 10 trading days. Even with the brightest prospects, it's impossible to shoot straight up
$Tesla Motors(TSLA)$There's a lot of uncertainty here, even if FSD gets perfect, I'm not sure how that moves the needle exactly. I mean it would be nice to have a car that drove itself, but it is not necessary, obviously, as we all get along with a certain amount of carnage driving ourselves. And there's going to be a significant amount of cultural propagation time before people accept that FSD is perfect, and then things might start changing. Question is will other companies take the same AI approach as Tesla and produce something similar relatively quickly considering that Tesla took less than a year to produce FSD at its current state once they adopted the AI approach? Eventually autonomous driving will dramatically c
$JD.com(JD)$I own Chinese stocks because I’m not closed minded. I see the strength in a world connected by business and investing opportunities. I want to see success everywhere regardless of what country you live in. Don’t listen to the haters. Some of these gems might allow me to retire early.