Lei Jun's strategic thinking behind Xiaomi's operations
$XIAOMI-W(01810)$Lately, there's been a lot of buzz around Xiaomi's venture into the automotive industry, particularly with Lei Jun at the helm. I've been watching quite a few related videos on short video platforms, and it's gradually helping me understand Lei Jun's strategic thinking behind Xiaomi's operations over the years. After the setbacks with zhuoyue website and Kingsoft, Lei Jun believed he wasn't any less capable than others; the key difference lay in the unfortunate timing of zhuoyue's failure and Kingsoft not being an internet platform-oriented company. So, when Lei Jun foresaw the rise of mobile internet as the next big thing, he decided to enter the market through smartphones, aiming to transform Xiaomi i
$GameStop(GME)$SO....Tell me again how dilution hurts AMC $AMC Entertainment(AMC)$ when over the last 5 days GME has had the EXACT same Chart and didn't have dilution!!! BECAUSE ALL THE SHARES ARE SYNTHETIC AND THE SHARE WERE PAID FOR LONG AGO!!! WE ARE HERE TILL THEY ARE JUMPING OUT OF WINDOWS!!!
$Palantir Technologies Inc.(PLTR)$a slightly better wykhoff analysis (with 05 & 4) showing the individual wykhoff targets. sums up quite reasonably, making me believe that we are currently ending wave 2/starting wave 3 of c. as third wave's can be quite impulsive we may see a fast price appreciation within reasonably short time.
$Alibaba(BABA)$BABA - earnings will be fantastic. I recently came back from business trip to China, and I saw increased industrial and shopping activities. Chinese people are eager to forget COVID, and resume traveling, shopping and normal life activities. I expect that long awaited post COVID recovery finally is taking shape in China.
$Sea Ltd(SE)$Feeling optimistic about quarterly earnings release. Between Feb and Mar, Shopee has raised its commission on sellers across Greater Southeast Asia, at least in Thailand, Taiwan and Malaysia. They didn't raise rates in Indonesia yet, probably because e-commerce competition is huge there. So we should expect a higher revenue contribution from SE's Shopee operation within the upcoming few quarters. The digital financing operation, Sea Money's fortune is strongly tied with Shopee as well, and buyers increasingly opted to buy their products on credit provided by Shopee.I have reason to believe that SE's revenue and earnings will grow at a satisfactory rate in the future.
$Roblox Corporation(RBLX)$I'll admit that I was surprised to see Roblox plunge so steeply and so fast.At the same time, since the company hasn't said anything that would make me feel the stock can break through its $47-ish resistance, I think a further slide to $25 - at which point I may step into the stock - is very realistic in the near term.
$ARM Holdings Ltd(ARM)$I don't know where the malarkey about a "disappointing earnings report" came from when they beat on both the top and the bottom lines. Revenues were projected to come in somewhere between $875M and $925M and they came in at $928M. Earnings were projected to be .30 and they came in at .36. That's a 20% beat for earnings and that's HUGE. Shows you how ridiculous some of these so called "experts" are! Never believe the analysts, believe your own eyes and ears.
$BIDU-SW(09888)$No obligation to know if employees are crying: Qu Jing suggested that she had no obligation to be aware of whether employees were unhappy or upset. Unsatisfied employees should simply resign: She implied that if employees were dissatisfied, they should just quit. PR professionals should not have weekends off: Qu Jing seemed to believe that public relations professionals should work around the clock. 24/7 availability for phone calls: She advocated for PR professionals to be available at all hours. Threats of retaliation: Qu Jing even claimed that she had the power to make former employees unhirable. Lack of awareness about her own son: She admitted that she was so involved in work that she didn’t even kn
$Alphabet(GOOG)$Google has my trust. There are always moving and innovating. I also hold apple $Apple(AAPL)$ but eventually the apple hype will end and googles continual drive to innovate will drive the company higher.Google is the best company in the world!! A lot of companies pumping their stocks with the AI hype but Google is going to take over slowly although it already has the best AI already.
$Marathon Digital Holdings Inc(MARA)$The question, how will MARA react to the ER? Talking round figures we know MARA is siting on a +- $450 M gain in BTC FMV adjustment and should show a good bottomline despite mining issues and excessive G and A. Currently BTC is consolidating, taking back +- $150 M of the paper gain and mining is no where near producing a profit. I guess we'll know Friday.