To The Moon

We are maintaining our BUY rating and $45 PT after JD reported in-line 3Q revenue with profits substantially above estimates. $JD.com(JD)$ total revenue grew 5% y/y in 3Q (accelerating 4pts from 2Q), with JDR revenue up 6% y/y (vs. +1% y/y in 2Q). Moreover, 3Q gross profit grew 16% y/y, accelerating 5pt from 2Q, and was 11pts faster than revenue growth, with gross margin up 165bps y/y (vs. +137bps in 2Q), due to supply chain efficiency improvement and revenue mix shift to higher margin business lines. 3P growth continued to outpace 1P, with order volume growth accelerating from 2Q, driving double-digit advertising revenue up.Electronics and home appliance revenues grew 3% y/y in 3Q, vs. -5% in 2Q, partially due to government’s trade-in incentives.

$Bilibili Inc.(BILI)$ (BILI, BUY) - San Guo Fuels 3Q Outperformance; Gaming and Advertising Poised to Drive 2025 Growth; Maintain BUY and Increase PT to $25$BILI solid beat across the big three. All time highs in users. Buyback announced.Current price as of November 14th 2024We are maintaining our BUY rating and increasing PT to $25 (was $18) after BILI reported above-consensus 3Q results with non-GAAP profitability for the first time in the company’s history. 3Q DAU grew 4% y/y to 107.3M (vs. +6% in 2Q). MAU grew 2% y/y to 348.0M (vs. +4% in 2Q), with the DAU/MAU ratio largely stable at 31%. Engagement metrics remained healthy: average daily time was 106 minutes in 3Q, +6% y/y; average total daily video views grew 23% to 5.8B (vs. +17% in 2Q); a

$Hawaiian(HE)$ was flagging on the @SqueezeFinder watchlist as low at $10.35 on July 11th, and now is over $19 after just the right news came to trigger the necessary buyers to push out shorts pretty aggressively. The live watchlist constantly searches for potential ideas. Image

1. $Chewy, Inc.(CHWY)$ buys back 17M shares at about $28-$29/share 2. Someone immediately spends $1M on CHWY 6/28 35c 3. DFV posts a picture of a dog as the price spikes up to about $38 4. The price spikes back down to about $30 Conjecture 1. CHWY got shorted to shit to get it back down that quickly. If those shares aren’t bought back (price goes up) over the next 3-4 trade days, then the MM invoked C+35 and is trapped just like Biggie talked about 2. If so, look for 5k chunks of CHWY calls bought in a gamma frame (just like GME) 3. Alternatively, look for the MM to withdraw options from the market.Unusual Whales has been following the unusual Chewy, $Chewy, Inc.(CHWY)$ , buyers. Since Monday, large block

$Anterix(ATEX)$ Stock Jumps +19.3% on Latest Earnings Release on Jun 26, 2024 AMC.So far in trading after hours, ATEX stock price has soared +19.3% to $37.00 at the time of this alert. ATEX just released earnings today after the market closed. The price has moved outside of its expected range of ± 8.3%.ATEX Post Earnings MovementAnalysis from https://marketchameleon.com/The options prices predicted a ±8.3% post earnings move, compared to a +19.3% actual move. The options market overestimated ATEX stocks earnings move 69% of the time in the last 13 quarters. The predicted move after earnings announcement was ±7.3% on average vs an average of the actual earnings moves of 6.7% (in absolute terms).How do traders use the implied volatility (IV) crush i

$S&P 500(.SPX)$ MELDOWN! I will stand by this statement, "We are in a bull market and we are currently seeing a short term correction. Fear is a buy" • RSI falling under 50 and Bears keeping the bear gap open for over the week, both cues worked out perfectly to judge the weekly break down on SPX • Looking at the RSI we are definitely at an over sold level, but it is not a cue to buy the dip for short term trading. • Long term strategy remains on elevated $Cboe Volatility Index(VIX)$ (CSPs) • MACD and RSI currently are in full control of the bears.• This market leaders are Semis, and when the leaders are selling the sentiment in the market cannot stay opposite. • I understand everyone is looking for tha

So far in 2024, the Dow Jones Industrial Average is flat year to date. Small-caps are actually still down for the year. Bonds have been getting killed as rates rip higher. Leaders in 2024 are $WTI Crude Oil - main 2405(CLmain)$ , $Gold - main 2406(GCmain)$ , $Silver - main 2405(SImain)$ and $Copper - main 2405(HGmain)$ , who keep dominating returns.ImageRashad Hajiyev expect gold to silver ratio to rally towards 89 level over the coming days and weeks where silver should bottom around $26 mark and start epic rally towards his $37 target...Image

$SPX Breadth check... still good... For the past 103 days, we have seen the $S&P 500(.SPX)$ with more new highs than new lows. This is the 5th longest stretch in the past 2 decades.@granthawkridge

Consumers can't get rid of their $Apple(AAPL)$ Vision Pro headsets fast enough... at least, that's what a recent wave of headlines would have you believe.The Vision Pro is a new virtual-reality device from Apple (AAPL). It packs immersive sound and video into a $3,500 headset. And it lets users access their apps and programs in a three-dimensional space.Tech media outlets are now declaring the Vision Pro dead on arrival. But the articles all have a suspiciously similar theme. Take these two recent headlines...From Gizmodo: "Tech Bros Are Returning Their Vision Pros and Keeping Receipts"From Business Insider: "Apple Users Are Rushing to Return Vision Pro"This narrative popped up across various publications and social media outlets this month. But t