$TENCENT(00700)$From the cost of 476 along the way, I made a lot of living and spent money in the stock market, and now the cost is 375. It has been a long time without dividends this year. Please let me pay the cost and do something to reduce the cost.
TCEHY $TENCENT(00700)$to me it’s like a mutual fund.Looking to break out of the downtrend right now. They aren’t the cheapest,but they have a ton of built in long term optionality with the investments they’ve made over the years. BABA $Alibaba(BABA)$ is great on valuation PYPL $PayPal(PYPL)$ of China, and I’m long PYPL
I've owned JD $JD.com(JD)$ and PDD $PDD Holdings Inc(PDD)$ in the past, and I'm considering opening a position in JD and TCEHY $TENCENT(00700)$ . But only if they drop to absolutely ridiculous levels. I'm talking like a market cap of 26/27 billion for JD and about 270 billion for TCEHY.I will keep watching them, if they fall this far, I simply won't be able to help myself
Tencent Holdings $TENCENT(00700)$received net purchases from southbound funds for nine consecutive days, with a cumulative net purchase amount of HK$5.357 billion, and its stock price rose by 9.63%.on April 25, active stocks in Southbound Trading (including Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect) traded a total of HK$14.001 billion, with a net purchase amount of HK$79 million.Among the actively traded stocks on the list on April 25, Tencent Holdings’ transaction volume through the Southbound Trading Channel was HK$4.263 billion, with a net purchase amount of HK$222 million. Not only that, the stock has experienced net purchases for 9 consecutive days, with a total of The net purchase amoun
Tencent Holdings$TENCENT(00700)$and Alibaba Group $Alibaba(BABA)$ are two of the largest and most influential companies in China, both with significant presence in the global market. Tencent's diverse portfolio, including gaming, social media, fintech, and cloud services, provides a solid foundation for stability. Its dominance in various sectors of the Chinese economy and its expanding global footprint offer investors a sense of security.On the other hand, Alibaba's e-commerce dominance, coupled with its ventures into cloud computing, digital entertainment, and logistics, presents significant growth opportunities. However, Alibaba operates in a more volatile regulatory environ
$Vertiv Holdings LLC(VRT)$ The people who comment on here whining why their stock didn’t go up as much so they can make a quick buck are both broke and impatient and most likely desperate- quality companies like VRT will pay off in 2-7 years . Nothing wrong with a profitable trade in the short term!
$Vertiv Holdings LLC(VRT)$ The rise of artificial intelligence (AI) is creating massive demand for new data centers, and with it demand for the companies serving the data centers.Vertiv (NYSE: VRT), one such company, easily beat quarterly expectations and its stock is up 10% as of noon ET as a result.Strong results, stronger ordersVertiv makes power management and cooling systems for data centers and communications hubs. Heat is a massive issue inside data centers and inadequate cooling can limit how fast the centers can grow.
Regardless of blowout numbers, this stock will run similar to how Nvidia runs. To clarify, VRT $Vertiv Holdings LLC(VRT)$ was up big pre-market and exploded at the open. Nvidia $NVIDIA Corp(NVDA)$ was up as well. Market moved lower, Nvidia gave up gains and VRT did as well. Any trader would also take the massive pop today for a nice trade. Also, you saw the manipulation prior to yearnings that brought the stock down to $72 and change. I held 1,250 shares at slightly over $80 and freaked out when it went down. Had to walk away from my phone and computer to stop watching as I was just trying to get to earnings day holding the stock. I sold out today for a nice chunk of profit. Will buy back in the am with an
$Vertiv Holdings LLC(VRT)$ Vertiv reported strong financial results for the first quarter of 2024 beating estimates for both sales and earnings.Organic orders increased by 60% compared to the same period last year and net sales reached $1,639 million, marking an 8% increase from the first quarter of 2023. Operating profit for the quarter was $203 million, while adjusted operating profit stood at $249 million, reflecting a significant year-over-year growth of 42%.The company also began returning cash to shareholders, repurchasing approximately 9.1 million shares at an average price of $66 per share, which was very well timed as the stock is considerably higher.
$Vertiv Holdings LLC(VRT)$ This stock still trading at a "discount" after latest earnings! Loading up because their future guidance for the next couple of years is bound to be going upwards. Financials are fantastic and they are a great company (backed by Nvidia as a partner)!
$MicroStrategy(MSTR)$ this company does not make sense. no earning, its just bitcoin's gain. why you dont buy bitcoin directly? whats the purpose of this stock? Moreover, CEO looks sleepy and weird, he doesn't know what is he talking about most of the time.. This will trade in pennies.
$MicroStrategy(MSTR)$ Low volume despite down volatility in Bitcoin. This week is option expiration and option holders are nervous. These are small traders who are irrelevant in the big scheme of things. Big fish are buying this stock, to get more exposure to Bitcoin. Unless volume picks up considerably while BC keeps going down, there is nothing noteworthy here.
$MicroStrategy(MSTR)$ MSTR unless BTC.X totally pumps or dumps I think moves in MSTR will be somewhat muted before earnings. Although, historically earnings haven’t led to huge moves the next day. The last 6 reports saw moves between 2-9% with most being around 6% up or down. The trend is definitely up at this point and institutions are supporting price at key levels. Could there be some exciting announcements like more BTC purchases, inclusion in S&P, adoption of new crypto accounting standards that could all be a catalyst for massive price appreciation? I’ll be watching and waiting to see. I wouldn’t be holding options that expire this week due to premium burn. Next week they’ll be pricey with earnings. I personally don’t see an edge trading
$MicroStrategy(MSTR)$ Anyone who thinks Bitcoin has zero value are ignoring reality. Mining a single Bitcoin cost an average of $52,000. If there was no belief in Bitcoin's value, such significant investments in mining would not occur. Also, the increasing hash rate, even as Bitcoin's market value declines, indicates miners' faith in Bitcoin's future value. In contrast, altcoins do not see an increase in hash rate when their value drops. Bitcoin and its proof of work network reign supreme as KING!I will keep buying MSTR, as I believe its value will continue to increase significantly over the years alongside Bitcoin. However, I do NOT do this with the idea of gaining more FIAT, but rather with the idea that I will gain the ability to buy more Bitco
$Advanced Micro Devices(AMD)$for those questioning morning AMD volatility - did you look at the rest of the market? Seems like most traders zero in on a particular stock and ignore the macro. TSLA is not much of a tech mover anymore, but META is. Market may prep for a proper response after the ‘big boys’ report, starting with META. If there is hope for a V recovery in tech/chips, these earnings are crucial.
I'm NOT a quant or finance savvy -- pushing to make it to 80 IQ... If fully caffeinated. If MSTR $MicroStrategy(MSTR)$ was a "trad" company, I *think* I'd have an idea how to develop a "buy up to" price strategy. Any thoughts re: developing a strategy in this unique Bitcoin domination situation?
$Advanced Micro Devices(AMD)$AMD market fade is solely becausae of the t-bill auction happening $70bn, so bonds cheapen up ahead of that. Auctions of Treasury bills can indeed influence market dynamics, particularly in terms of investors' risk sentiment and the pricing of assets like bonds. If previous auctions have gone well and there's anticipation that the current one will also be successful, it could alleviate some concerns and potentially lead to a reversal in market sentiment. it actually takes risk off the auction itself and previous ones this week have gone well, this is just the biggest. i'm adding more here at 151 level, once this is over just after 1 i think you see a big rip back in afternoon in both this and
$Advanced Micro Devices(AMD)$awesome day trade long from here into close - look at QQQ - like i said was just the t-bill auction at 1pm, that went over well and is done now. am super sized long this and also bought friday's $155 call which went from $4.5 to $1.3... both are a no brainer. will close over $155 IMO easy, this already washed out and is outperforming
$Advanced Micro Devices(AMD)$this will be up. first of all - it has a P/E ratio about 25-26x (for anyone who knows anything about investing) and thats off consensus EPS. second, META print was positive for AMD in higher capex. huge bear trap right now, this is going to rip. if it was going to be down, would be way weaker than this low volume retail shorting after hours - which is actually good for the stock tomorrow as we have seen time and time again. adding here after hours, super good trade from here into off the open when we are back between $155-157 like this morning before the t-bill auction faded the whole tape
$Advanced Micro Devices(AMD)$At this point, it’s just the guessing game. Nobody knows what’s going to happen but it’s easier to be wrong than to be right right now because things are very unpredictable. But when things for sure what goes up must come down. AMD is so overpriced it’s going to smash through it’s 52 week low like butter!
$Coinbase Global, Inc.(COIN)$I sold COIN too soon after the December top, now trying to cost average back in. Lesson learned here. With MSTR, I did the opposite, opened a position during the January pullback and adding a share on every down day since. Both in the black, but MSTR doing better. I think Bitcoin goes to 6 figures this year. US dollar printing to fund the deficit aImost assures it, especially after the Bitcoin halvening. Bitcoin now has a stock to flow ratio better than gold. Both of these stocks have a lot of Bitcoin on their balance sheet, esp MSTR. I think these stocks, along with Bitcoin etf's are a better long-term tech bet than NVDA, which is likely prone to double-ordering and China geopolitics. AI is
Tencent Holdings$TENCENT(00700)$and Alibaba Group $Alibaba(BABA)$ are two of the largest and most influential companies in China, both with significant presence in the global market. Tencent's diverse portfolio, including gaming, social media, fintech, and cloud services, provides a solid foundation for stability. Its dominance in various sectors of the Chinese economy and its expanding global footprint offer investors a sense of security.On the other hand, Alibaba's e-commerce dominance, coupled with its ventures into cloud computing, digital entertainment, and logistics, presents significant growth opportunities. However, Alibaba operates in a more volatile regulatory environ
Tencent Holdings $TENCENT(00700)$received net purchases from southbound funds for nine consecutive days, with a cumulative net purchase amount of HK$5.357 billion, and its stock price rose by 9.63%.on April 25, active stocks in Southbound Trading (including Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect) traded a total of HK$14.001 billion, with a net purchase amount of HK$79 million.Among the actively traded stocks on the list on April 25, Tencent Holdings’ transaction volume through the Southbound Trading Channel was HK$4.263 billion, with a net purchase amount of HK$222 million. Not only that, the stock has experienced net purchases for 9 consecutive days, with a total of The net purchase amoun
$MicroStrategy(MSTR)$ MSTR unless BTC.X totally pumps or dumps I think moves in MSTR will be somewhat muted before earnings. Although, historically earnings haven’t led to huge moves the next day. The last 6 reports saw moves between 2-9% with most being around 6% up or down. The trend is definitely up at this point and institutions are supporting price at key levels. Could there be some exciting announcements like more BTC purchases, inclusion in S&P, adoption of new crypto accounting standards that could all be a catalyst for massive price appreciation? I’ll be watching and waiting to see. I wouldn’t be holding options that expire this week due to premium burn. Next week they’ll be pricey with earnings. I personally don’t see an edge trading
Regardless of blowout numbers, this stock will run similar to how Nvidia runs. To clarify, VRT $Vertiv Holdings LLC(VRT)$ was up big pre-market and exploded at the open. Nvidia $NVIDIA Corp(NVDA)$ was up as well. Market moved lower, Nvidia gave up gains and VRT did as well. Any trader would also take the massive pop today for a nice trade. Also, you saw the manipulation prior to yearnings that brought the stock down to $72 and change. I held 1,250 shares at slightly over $80 and freaked out when it went down. Had to walk away from my phone and computer to stop watching as I was just trying to get to earnings day holding the stock. I sold out today for a nice chunk of profit. Will buy back in the am with an
$MicroStrategy(MSTR)$ Anyone who thinks Bitcoin has zero value are ignoring reality. Mining a single Bitcoin cost an average of $52,000. If there was no belief in Bitcoin's value, such significant investments in mining would not occur. Also, the increasing hash rate, even as Bitcoin's market value declines, indicates miners' faith in Bitcoin's future value. In contrast, altcoins do not see an increase in hash rate when their value drops. Bitcoin and its proof of work network reign supreme as KING!I will keep buying MSTR, as I believe its value will continue to increase significantly over the years alongside Bitcoin. However, I do NOT do this with the idea of gaining more FIAT, but rather with the idea that I will gain the ability to buy more Bitco
$Alibaba(BABA)$$Baidu(BIDU)$$Meta Platforms, Inc.(META)$BABA $BIDU 100$ 150$. Strategic collaborations big on revenue . Alibaba Group Holding and Baidu have rushed to add support for Meta’s Llama 3 large language model (LLM) to their cloud computing platforms, after the technology used to train chatbots like ChatGPT was released last week. E-commerce powerhouse Alibaba’s cloud computing unit has added Meta’s Llama 3 LLM to its open-source artificial intelligence (AI) models community ModelScope, which offers developers access to a range of open-source AI models. Separately, Alibaba Cloud extended support for Meta’s LLMs on the Bailian
$Advanced Micro Devices(AMD)$AMD market fade is solely becausae of the t-bill auction happening $70bn, so bonds cheapen up ahead of that. Auctions of Treasury bills can indeed influence market dynamics, particularly in terms of investors' risk sentiment and the pricing of assets like bonds. If previous auctions have gone well and there's anticipation that the current one will also be successful, it could alleviate some concerns and potentially lead to a reversal in market sentiment. it actually takes risk off the auction itself and previous ones this week have gone well, this is just the biggest. i'm adding more here at 151 level, once this is over just after 1 i think you see a big rip back in afternoon in both this and
$Vertiv Holdings LLC(VRT)$ Vertiv reported strong financial results for the first quarter of 2024 beating estimates for both sales and earnings.Organic orders increased by 60% compared to the same period last year and net sales reached $1,639 million, marking an 8% increase from the first quarter of 2023. Operating profit for the quarter was $203 million, while adjusted operating profit stood at $249 million, reflecting a significant year-over-year growth of 42%.The company also began returning cash to shareholders, repurchasing approximately 9.1 million shares at an average price of $66 per share, which was very well timed as the stock is considerably higher.
$Alphabet(GOOG)$Dry detailed analysis of a great company with some minor flaws. Cloud as mentioned could add 40 billion in revenue this year and at 10% margin return 4 billion instead of losing 4 billion which is a significant turn around. In 2-3 years Cloud could generate 60-70 billion in revenue and if margin expand to say 15% add 10 billion in profits. Cost containment is my concern as Google seems to hire at will and offers very high compensation as well as SBC which costs around 30 billion currently. This needs to be better managed. Buybacks were not highlighted but the 70 billion yearly buyback should not only continue but possibly be augmented . Currently about 300 million shares are being retired after SBC which
$Advanced Micro Devices(AMD)$this will be up. first of all - it has a P/E ratio about 25-26x (for anyone who knows anything about investing) and thats off consensus EPS. second, META print was positive for AMD in higher capex. huge bear trap right now, this is going to rip. if it was going to be down, would be way weaker than this low volume retail shorting after hours - which is actually good for the stock tomorrow as we have seen time and time again. adding here after hours, super good trade from here into off the open when we are back between $155-157 like this morning before the t-bill auction faded the whole tape
$Netflix(NFLX)$Increased licensing to Netflix has already started to happen as legacy media companies try to cut streaming loses. The problem for the legacy companies is Netflix has negotiating power having its own original content but it’s better than losing money trying to compete with Netflix.NFLX is a smart move for anyone with at least a 2-year investing horizon. Most of the competing streaming services will fail - and instead studios like Paramount or NBC (Peacock) will just focus on creating content and streaming through Netflix, Amazon Prime, Apple Plus, and Disney - with Netflix being the market leader. In addition, Netflix has multiple areas of new growth yet to be fully tapped e.g. advertising, merchandising f
$Vertiv Holdings LLC(VRT)$ The rise of artificial intelligence (AI) is creating massive demand for new data centers, and with it demand for the companies serving the data centers.Vertiv (NYSE: VRT), one such company, easily beat quarterly expectations and its stock is up 10% as of noon ET as a result.Strong results, stronger ordersVertiv makes power management and cooling systems for data centers and communications hubs. Heat is a massive issue inside data centers and inadequate cooling can limit how fast the centers can grow.
$Alibaba(BABA)$People are just looking at charts without realizing how different and devastating China's response was to Covid. They are finally pulling out of this. Baba EPS is showing growth with the consistent buybacks. What do you think is going to happen when we go through the next 2 quarters and people realize there's growth to the actual amount the company is also earning? The re-acceleration of the amount the company actually earns is going to push the PE to more normalized levels. When people stop talking about trailing PEs and talking forward PEs this stock will be 150 in no time.
I've owned JD $JD.com(JD)$ and PDD $PDD Holdings Inc(PDD)$ in the past, and I'm considering opening a position in JD and TCEHY $TENCENT(00700)$ . But only if they drop to absolutely ridiculous levels. I'm talking like a market cap of 26/27 billion for JD and about 270 billion for TCEHY.I will keep watching them, if they fall this far, I simply won't be able to help myself
TCEHY $TENCENT(00700)$to me it’s like a mutual fund.Looking to break out of the downtrend right now. They aren’t the cheapest,but they have a ton of built in long term optionality with the investments they’ve made over the years. BABA $Alibaba(BABA)$ is great on valuation PYPL $PayPal(PYPL)$ of China, and I’m long PYPL
$Micron Technology(MU)$ Well how good does it get Micron getting 13.6 billion dollars in grants and loans from the government is indeed significant news that could potentially boost its growth and future profits. Such backing provides Micron with substantial financial support to invest in research, development, and expansion, enhancing its competitive position in the semiconductor industry. this sets MU up for huge growth and future profits no luck needed with backing like this what a buy opportunity
$Vertiv Holdings LLC(VRT)$ The people who comment on here whining why their stock didn’t go up as much so they can make a quick buck are both broke and impatient and most likely desperate- quality companies like VRT will pay off in 2-7 years . Nothing wrong with a profitable trade in the short term!
$TENCENT(00700)$From the cost of 476 along the way, I made a lot of living and spent money in the stock market, and now the cost is 375. It has been a long time without dividends this year. Please let me pay the cost and do something to reduce the cost.
$Vertiv Holdings LLC(VRT)$ This stock still trading at a "discount" after latest earnings! Loading up because their future guidance for the next couple of years is bound to be going upwards. Financials are fantastic and they are a great company (backed by Nvidia as a partner)!