To The Moon

The first three companies to watch today: $JPMorgan Chase(JPM)$ , $Delta Air Lines(DAL)$ , and $LVMH-Moet Hennessy Louis Vuitton(LVMUY)$ . They represent the financial sector affected by interest rate hikes, the tourism sector affected by inflation and the pandemic, and the luxury sector theoretically benefiting from inflation. Not surprisingly, the financial sector has been hit hard, with share prices slumping. Airlines have been affected by inflation, but the cost of passing on tickets, and the epidemic is no longer affecting travel, so the rise in share prices makes sense. There's no way to explain why Louis Vuitton is down, so wait and see. $JPMorgan Chase(JPM)$ Jpmorgan chase Q1 2021 adjusted revenue of $31.59 billion, beating consensus of $31.44 billion; Net profit was $8.282 billion, slightly exceeding market expectations of $8.205 billion, down 42% year on year. Quarterly earnings per share of $2.63, below expectations of $2.70, declined for the fourth consecutive quarter; Total spending, closely watched by investors, rose 2 percent to $19.19 billion in the quarter, roughly in line with expectations. Meanwhile, jpmorgan approved a $30 billion share repurchase program, effective May 1, 2022. Jpmorgan fell more than 3% in premarket trading after the results were released. $Delta Air Lines(DAL)$ Delta air Lines reports first quarter 2022 results. First-quarter revenue of $9.348 billion vs. consensus of $8.916 billion versus $4.15 billion a year ago; Q1 net loss of $940m versus consensus of $871 million versus $1.177 billion a year ago; A first-quarter loss of $1.48 per share, versus consensus estimates of $1.29 per share, versus $1.85 per share a year ago; An adjusted loss of $1.23 per share in the first quarter was expected to be $1.26. Delta was up 5 per cent pre-market after the results were released $LVMH-Moet Hennessy Louis Vuitton(LVMUY)$ LVMH, the world's largest luxury goods group, reported first-quarter sales of €18bn, up 23 per cent year-on-year at constant exchange rates and beating consensus forecasts of 18 per cent. LVMH's sales were boosted by strong demand for Louis Vuitton and Dior products. High-end fashion brands led sales at LVMH's fashion and leather goods division, its largest, to rise 30 per cent year on year, beating analysts' expectations of 17 per cent. According to the latest estimates from HSBC, prices in the luxury sector have risen about 8% in the past six months since Last September, with Louis Vuitton and Tiffany rising between 20% and 23%. LVMH shares fell 3.4% in premarket trading after the results were released. The semiconductor sector fell to a key position Semiconductor stocks have tumbled in recent days, falling back to where they were in mid-March and mid-February, which is pretty regular considering it's mid-April. But unlike the last two, some stocks are breaking. For example, AMD broke through the weekly 60 average and the previous two lows, and now goes straight to the weekly 120 average. This is a bad sign, although AMD is a bit weaker than Nvidia, but this start shows that the overall trend in semiconductors is now weak. Nvidia is still battling its weekly 60 moving average, and if nvidia drops further, see $196. I don't think it's necessary to unwind long term investments, but you need to protect your position, like buying PUT. Put bought last week was closed on Monday. I plan to buy PUT for protection after TSMC's earnings announcement tomorrow. TSMC certainly reported a good first quarter. According to the monthly report, consolidated revenue in the first quarter was 491.076 billion yuan, up 35.5 percent from 362.41 billion yuan in the same period last year, which was better than expected. At the same time, TSMC is expected to continue to set a record in revenue in the second quarter, with annual revenue growth unchanged quarter by quarter. TSMC is still high probability to open low, from the long-term trend is not suitable for investment, but does not hinder the pre-market drive up the industry companies, but what happened after the disclosure of earnings, we might as well look at the TREND of K line after January 13. It's not necessarily going to happen again, but I think buying put, which expires April 29, is a logical hedge and protection strategy. In fact, in the long run, semiconductors are increasingly important. According to the Deloitte report, the global semiconductor industry will grow by 10% in 2022, exceeding $600 billion for the first time in history. While growth in semiconductors for computers, data centers and mobile phones has been modest, the amount of semiconductors in everything from cars to appliances to factories has been increasing. The bad news is that from the short term semiconductor currently has a breaking trend. Semiconductor shortages and supply chains will remain top concerns in the first half of the year and are said to be likely to ease in the second half, but lead times for some components will be extended to 2023. I'm still bullish on semiconductors, so it's important to hedge your position.