To The Moon

$Altria(MO)$ MO completes the NJOY acquisition » $2.75 B acquisition ($2 B debt+cash) » 1% to 4% increase to Adj. EPS in FY23 » NJOY ACE only FDA approved pod e-vapor product » MO identified 70k Point of sales for expansion FY22 US e-cigs sales (statista) NJOY had a 3% share Juul had 37%ImageNJOY PMTA (from year ago)The FDA issued marketing granted orders to NJOY for its Ace closed e-cigarette device and three accompanying tobacco-flavored e-liquid pods, specifically: NJOY Ace DeviceNJOY Ace Pod Classic Tobacco 2.4%NJOY Ace Pod Classic Tobacco 5%NJOY Ace Pod Rich Tobacco 5% 

$Broadcom(AVGO)$ AVGO with a solid 2Q 2Q YoY Revenue +8% Semiconductors sol. +9% Infr. software +3% Net income +12% Dil. EPS +14% OCF +6% FCF +5% $3.4 B in shares repurchased 3Q guidance $8.85 B revenue (+5% YoY)AVGO revenue growth decelerating to single digit YoY 1Q23 +16% 2Q23 +23% 3Q22 +25% 4Q22 +21% 1Q23 +16% 2Q23 +8% 3Q23 +5% (guidance) Stock is up (42% YTD) most over the past monthImage

$Alphabet(GOOG)$ I have had like anybody else here had some gainers and some losers though the purchase only 1200 of this average around 106 area this might be the best 4 to 5 your play long-term AI on the US marketsIt will be fascinating to see how Runway's AI-generated video platform evolves and contributes to the media landscape, as well as how Google leverages this investment to enhance its own offerings.

$Alphabet(GOOG)$ Alphabet shares rising by 0.5% indicates that investors are responding positively to this news. It highlights the market's recognition of Alphabet's strategic investment and its potential to drive future growth for the company.

$Alphabet(GOOG)$ t's interesting to hear that Alphabet's Google has made an investment in the startup Runway. 🚀 The startup's AI-powered platform, which enables users to generate video content from text descriptions, holds great potential in the field of content creation and storytelling. Google's decision to invest in Runway reflects their belief in the power of AI and its applications in the media industry.

It's important to keep in mind that investing in stocks can be a rollercoaster ride. 🎢 While Intel's recent gains are exciting, it's crucial to consider the long-term outlook and the company's ability to sustain this positive momentum. As an individual investor, conducting thorough research and monitoring market trends is key to making informed decisions. $Intel(INTC)$

$Intel(INTC)$ Intel's recent surge in stock price by 10.9% over the past five sessions is impressive! 🚀 It's encouraging to see the company benefiting from the overall strength in the tech sector, driven by companies like NVIDIA and the growing momentum in AI-related stocks. 💪 This positive performance reflects the market's confidence in Intel's products and future prospects.

$Cloudflare, Inc.(NET)$ $40 to $71 in less than a month. Thanks for playing bears[Happy]

$Cloudflare, Inc.(NET)$ Mostly before ER, NET has crazy rally.But after ER, NET could drop 50%.This is high momentum crazy stockI bet both CRWD and ZS have good ER, but the price will drop.And NET will drop to $30-35.

$JD.com(JD)$ I was specially lucky because I loaded call options as well for 60% gains today.Patience paid off here. I am very lucky I reloaded it up yesterday. Congrats longs.

$JD.com(JD)$ maquarie and invesco joined. 10millions + of shares. big moves here. big money joined here. so BIG GAIN. money money money look how happy everyone gets on green. Question is how many bought the red?…

$Alibaba(BABA)$ new highs.. what a start to the week, my thesis working out perfectly thus fa from dip adds last week. Since USA Mecap Tech names have been ripping 20-30%-50%+ YTD with the AI arms race with China. I thought eventually these beaten down China names will get some love overseas and could have similar run potentials. The China names I am watching $JD.com(JD)$ $Pinduoduo Inc.(PDD)$ $Bilibili Inc.(BILI)$ are the top 4 for me.

Financial Performance Bilibili Inc ADR (BILI) $Bilibili Inc.(BILI)$ reported a 1st Quarter March 2023 loss of $0.35 per share on revenue of $740.9 million, beating the consensus estimate loss of $0.41 per share. The net loss narrowed by 72% from the same period of 2022, and the adjusted net loss narrowed by 38%. The gross profit was $160.7 million, a 37% increase from the same period in 2022.图像Operational Highlights Bilibili's first quarter highlights include revenues from advertising increasing by 22% from the same period in 2022 and average daily active users (DAUs) reaching 93.7 million, an 18% increase from the same period in 2022. Revenue from mobile games and IP derivatives, however, decreased by 17% and 15% respectively.Future Outlook and S

$Target(TGT)$ capitalism has a very low morale. $Netflix(NFLX)$ was on the same boat once. People said way lot of things about it (including me) and to boycott it forever. It climbed back up as if nothing happened. I sticked to it. Not shorting it. Not betting on it. Dont watch it and discourage anyone watches it. Tgt will be back. Not saying it should. Saying it will.

$Netflix(NFLX)$ on 5 minute,,, What Is The Gravestone Doji Candlestick Pattern The Gravestone Doji is a Japanese candlestick pattern. It’s a bearish reversal pattern. Usually, it appears after a price move to the upside and shows rejection from higher prices. The pattern is bearish because we expect to have a bear move after the Gravestone Doji appears at the right location. Scalping.

Taken care Fed rate hike via debt ceiling limit for a long time. Fed would be none wiser to exacerbate ! Made no mistake . If the U.S. fails to raise or suspend the debt limit, it would eventually have to temporarily default on some of its obligations, which could have serious, negative economic implications. Interest rates would likely spike and demand for Treasuries would drop; even the threat of default can cause borrowing costs to increase, according to the Committee for a Responsible Federal Budget. $Baidu(BIDU)$ $Alibaba(BABA)$

100$ 200$. Big revenue guaranteed ! CN PBOC onboard accumulating huge ! Alibaba Spinning Off Its Cloud Business Could Be a Stroke of Genius. Here's Why. KEY POINTS Alicloud needs to execute well to ride the AI tailwind. An independent Alicloud could access new customer groups. Alibaba's CEO will also head the newly independent cloud business. $Alibaba(BABA)$

$CXApp(CXAI)$ $Palantir Technologies Inc.(PLTR)$ Oh my gosh, CXApp(CXAI) is totally freaking out!! I am beyond ecstatic to announce that I have just scored a massive $PLTR BAG and I am on cloud nine!! The fact that I was able to snag it at that insane dip of $11 was like winning the freaking lottery! I couldn't resist and just had to dive in head first! This is our chance fellow traders, let's take this opportunity and make bank! I am so hyped up right now, the adrenaline rush is out of control!! Let's party and celebrate this epic win!! 💃🏻🎉💰Source: stocktwits

$Baidu(BIDU)$ $Alibaba(BABA)$ 150$ 200$. Sustainability is huge business globally. Alibaba is forging head as premier energy sustainability solution provider globally ! Don’t miss out ! Energy Expert, Alibaba Cloud's software-as-a-service sustainability solution, will be used to analyze carbon emissions at Lightwave: Turning the Tide, an immersive light display coming under the umbrella of the festival's lineup of programmes held at Marina Bay from 1 to 25 June 2023. The sustainability solution will also provide actionable insights and energy-saving sustainability recommendations for future editions of the event.

$CXApp(CXAI)$ OMG! I'm getting major bullish vibes from $CXApp(CXAI)$ right now! It's like my heart is racing with excitement as I see the bull flag waving high and proud. And if that wasn't enough, the three white soldiers on the daily chart just screams "buy me"! I can't help but feel optimistic about the continuation of this upward trend. This is the kind of moment that makes me want to jump up and down with joy!Source: stocktwits

SummaryUiPath's stock is up significantly in 2022 due to improving sentiment towards growth stocks, AI hype, and rapid improvement in profitability, but growth remains modest.The company has expanded its platform functionality and partnerships, but faces increasing competition from adjacent software segments.UiPath's valuation appears reasonable given its growth and profitability profile, but questions around competitive positioning and terminal value persist.Document management system DMS Enterprise content management ECM for company digital transformation paperless workflow, better data search store share and security system cloud technology.UiPath's $UiPath(PATH)$ stock is up significantly off the 2022 lows, on the back of improving sentiment t

Here are three stocks to buy for huge profits.Coinbase (COIN): The demise of cryptocurrency may be grossly exaggerated. Teladoc (TDOC): Teladoc’s Q1 2023 results brought relief to investors after a challenging 2022.OpenText (OTEX): Open Text is creating a significant impact in the realm of enterprise information management software and solutions.best stocks for high returns - 3 Stocks to Buy for Life-Changing ReturnsAmid concerns about inflation and the Federal Reserve’s aggressive rate tightening, market conditions are anticipated to remain difficult in 2023. The ongoing Russian invasion of Ukraine further contributes to the uncertain market outlook. Thus, finding stocks to buy in this environment can seem like a very difficult task. However, there are some high potential stocks for life-

SummaryI am changing my pension plan asset allocation to 100% SPDR S&P 500 ETF due to its bullish alignment and positive performance in May.The EFA:SPY ratio is no longer in bullish alignment, leading me to move away from EFA and focus solely on SPY.Despite entering a seasonally less bullish period for stocks, I will continue to follow the upward trend of SPY and adjust their strategy if necessary next month.silhouette form of bull on technical financial graph $E-mini S&P 500 - main 2306(ESmain)$ In this month’s article I outline why I will change the allocation of my pension plan assets to 100% to the SPDR S&P 500 ETF (NYSEARCA:SPY). I will have no cash position. First, let me review my pension plan performance in May. The market,

By Business and Tech Writer Sofiya Merenych &Marina Chernish at Clockwise SoftwareMichael Warrilow, research vice president at Gartner, in this article, we take a look at some of the current SaaS statistics, and highlight a few SaaS trends that are moving the industry right now.Businesses should consider the rapidly changing SaaS industry trends to adjust to them as quickly as possible. We offer you the most current SaaS statistics in 2023 that can be game-changing for your business.key saas statistics affecting the industryWe have analyzed the most recent SaaS reports and have chosen the most relevant statistics on the SaaS market, SaaS businesses, and the status of the SaaS distribution model across th

SummaryQualcomm delivered a set of 2Q 2023 results. The market got disappointed.Qualcomm's stock is relatively cheap, and its business is still profitable.The smartphone industry the company relies on is not doing well.The geopolitical risks are significant too.Although QCOM is a successful company, it might be premature to buy its stock.Qualcomm Office Building in San Diego, CaliforniaReasonable sales, profits, dividends, and low valuations... This is all about Qualcomm (NASDAQ:QCOM $Qualcomm(QCOM)$ ) stock. You might be wondering what is not to like here. But the semiconductor industry is experiencing a decline. Qualcomm's 2Q 2023 results also disappointed many investors. In this article, I would like to explain why the stock is not a great buy

“We are looking to the software providers who are actually right now where $NVIDIA Corp(NVDA)$ was when we first bought it,” Wood, CEO and founder of Ark Investment Management LLC, told Bloomberg TV on Wednesday. While $NVIDIA Corp(NVDA)$ is expected to do well over time, Ark is “onto the next thing,” she added.Wood further pointed out that the bigger market for artificial intelligence is actually in software. She said that for every dollar of hardware sold by $NVIDIA Corp(NVDA)$ , software suppliers and SaaS suppliers will generate $8 in revenue.Wood is betting on software stocks that she expects to eventually grow in to the size of

SummaryPayPal's stock dropped about 20% recently, despite solid Q1 results and a strong long-term investment thesis.The company's leadership in the digital payments industry and expanding market opportunities in e-commerce and mobile payments support its growth outlook.Based on the author's calculations, PayPal's fair implied share price is $78.88, indicating a potential 30% upside.Spencer PlattMany investors like to see themselves as rational value seekers who adhere to Warren Buffett's philosophy of being opportunistic when others are cautious. However, the reality is that investors desire to purchase assets at valuations that reflect extreme market pessimism, while hoping to avoid the actual pessimism that accompanies such conditions. But usually, one cannot have one without the ot

$Upstart Holdings, Inc.(UPST)$ : The Catalyst Needed Fell Into PlaceSummaryUpstart reached a tipping point. Up until a few weeks ago, the business was still being speculated as potentially headed into bankruptcy. Even if the likelihood was small.However, right now, after the deal with Castlelake, Upstart is getting the lifeline it desperately needs.With bankruptcy concerns now off the table, Upstart can be valued as a going concern.cofotoismeInvestment ThesisUpstart (NASDAQ:UPST) business model passes a critical juncture. In the past several quarters, Upstart's business had suffered fr

SummaryI view Nvidia Corporation currently as a textbook example of a momentum stock after its Q1 earnings report.However, for investors who are not momentum traders, this article’s goal is to examine some of the arguments against the ongoing market hype.In particular, I will analyze the insider selling activities and explain my interpretation of these activities.Its current valuation multiple implies not only perfect growth.It also implies a substantially expanded margin (more than double its past average). A very unplausible assumption to me either by vertical or horizontal comparison.Latest Consumer Technology Products On Display At CES 2017ThesisAfter reporting a 

SummaryQualcomm's revenue for the first three months of 2023 was $9.28 billion, down 1.9% from the previous quarter and 13.4% from the prior year.We initiate our coverage of Qualcomm with a "hold" rating for the next 12 months.At the end of the second quarter of the fiscal year 2023, Qualcomm's total debt stood at around $15.99 billion and has remained stable for over five years.China's slow economic recovery will continue to pressure prices and demand for Qualcomm products used in consumer and industrial electronic devices and also in various edge networking products such as wireless and mobile broadband access points.Despite the company's net income decline in recent quarters, Qualcomm's business diversification is beginning to bear fruit.Хип молодая взрослая женщина ждет езды в ЛондонеQ

SummaryQualcomm's high return on equity is driven by effective financial leverage, favorable net margins, and enhanced operational efficiency.The company's net margins are expected to improve modestly, rising to 31.3% by 2027, while its asset turnover ratio is anticipated to progress due to its fabless business model.Despite a slightly lower price target of $231.24, the company maintains a Strong Buy rating with a 110% upside, as it is expected to maintain stable margins and a lower 5-year forward growth rate of 7%.Qualcomm Office Building in San Diego, CaliforniaIn our prior examination of QUALCOMM Incorporated (NASDAQ:QCOM <

SummaryC3.ai, Inc. reports earnings after close on May 31.Investors can better gauge long-term growth prospects by paying attention to some key details.These details are further explained here.Janos VargaThe recent market excitement surrounding artificial intelligence, or AI, has catapulted AI-related stocks to new heights. Nvidia Corporation's $NVIDIA Corp(NVDA)$ enormous guidance for the current quarter has further fueled this enthusiasm. Investors now eagerly await the impact of AI across the industry's financial performance.C3.ai, Inc. $C3.ai, Inc.(AI)$ earnings are up next, reporting earnings after close May 31. C3.ai has already released preliminary results for the recently ended quarter (its fiscal Q

SummaryDividend aristocrats are struggling in 2023, with the ProShares S&P 500 Dividend Aristocrats ETF down 4.71% in May.Three strategies for identifying winning aristocrats include focusing on undervalued stocks, fastest expected growth, and a blend of the two.Despite recent underperformance, long-term investors can find value in dividend aristocrats, as they have historically outperformed the S&P 500 index.Financial and business background for Stacking of money coins. Savings and Accounts, Finance Banking Business Concept Ideas, Investments, Funds, Bonds, Dividends and Interest.2023 ReviewThe ProShares S&P 500 Dividend Aristocrats ETF (NOBL) is not doing great in May, with 2 trading days left the ETF is down 4.71%. Should the ETF finish the month with this return its year-to

The lunchtime rush is just bubbling at Kedai Kopi hawker center in Singapore’s Clementi neighborhood when Anthony Tan strolls in. The co-founder and CEO of the ride-hailing firm Grab $Grab Holdings(GRAB)$ orders himself a Horlicks malt drink, sits at a Formica table, and takes a sweep of the bustling vendors. One catches his eye: a stall selling nasi lemak, the signature Malay dish of fragrant rice cooked in coconut milk and pandan leaf. Back in 2012, Tan used to offer it to taxi drivers gassing up in his hometown of Kuala Lumpur, pitching his upstart service while they ate.“But because we couldn’t afford to do a deal with the petrol station, they chased us out,” Tan, 40, recalls. He decamped to a nearby sidewalk by fetid monsoon drains. “It was s

SummaryGiven past GPU needs, capturing the entire AI large language model market would increase revenue by $16 billion at the high end.However, this doesn't factor in recent research released in the last 5 months, which in total implies decreasing GPU usage by a factor of 2/3.Deep learning chips built by big tech will also cut into NVDA's market share.Taking all these facts together, even if NVDA additionally controls the entire AI large language model market, it will still trade at a P/E of 70x.Artificial Intelligence processor unit. Powerful Quantum AI component on PCB motherboard with data transfers.IntroductionNvidia (NASDAQ:N

SummaryNvidia Corporation's parallel computing platform, CUDA, is a key factor in the company's competitive advantage, with exponential growth showcased at COMPUTEX 2023, boasting over four million developers and 40 million downloads.CUDA's synergy with Nvidia's GPUs has solidified the company's dominance in the AI industry, making CUDA the go-to platform for GPU acceleration in deep learning and AI applications.Despite high valuation multiples, Nvidia Corporation's strong financial performance, low short interest, and sustainable competitive advantage make it an attractive investment in the AI and GPU computing space.Semiconductor Maker Nvidia Reports Quarterly EarningsMost recently, in an article posted in April, I emphasized to readers that Nvidia Corporation (NASDAQ:NVDA

SummaryMarvell's investors cheered this week's explosive surge as the company delivered blowout AI revenue guidance.Management sees a revenue CAGR of 100% from FY23-25, as it anticipates cloud service providers to retool their data centers to handle the requirements for generative AI.Marvell's industry-leading networking solutions are well-positioned to benefit from the changes.Management's ability to put robust numbers behind the AI hype suggests that it sees solid visibility into forward projections.However, by the time you read this update, market operators likely have reflected its near-term optimism.Leon NealIn my previous article on Marvell Technology, Inc. $Marvell Technology(MRVL)$, I updated investors that the leading enterprise and data

SummaryPYPL is looking like a potential turnaround play as management delivered on operational efficiency to start off the year.There is a wide margin between the market and future earnings expectations.Both my PEG analysis and scenario analysis show that this is an asymmetric risk/reward opportunity.As a result, I rate PYPL a buy.Justin SullivanIntroductionPayPal Holdings Inc. $PayPal(PYPL)$ is down ~27% over the past year due to a short-term fluctuation in their EPS that occurred in 2022. Despite these results, PYPL has compounded revenue at 15.74% over the past 5 years and currently has 18 billion in cash on the balance sheet. My valuation approach estimates a fair value of $91.37 for PYPL stock.Potential Turnaround OpportunityPYPL's EPS was do

SummaryMarvell Technology's guidance for fiscal Q2 2024 is fair but nothing truly impressive.What investors have been quick to latch onto is that Marvell's AI exposure will jump by 100% y/y to around $800 million in fiscal 2025.This means that at least 10% of Marvell's revenues will come from AI.sankaiInvestment ThesisMarvell Technology $Marvell Technology(MRVL)$ puts out a middle-of-the-road guidance for the next quarter. But what makes Marvell's investment case noteworthy is that Marvell highlighted how the quarter just reported should see trough profitability margins.More specifically, Marvell contends that with each sequential quarter, Marvell's profitability profile should improve.But the truly exciting aspect that is driving the stock h

$Broadcom(AVGO)$ AVGO with a solid 2Q 2Q YoY Revenue +8% Semiconductors sol. +9% Infr. software +3% Net income +12% Dil. EPS +14% OCF +6% FCF +5% $3.4 B in shares repurchased 3Q guidance $8.85 B revenue (+5% YoY)AVGO revenue growth decelerating to single digit YoY 1Q23 +16% 2Q23 +23% 3Q22 +25% 4Q22 +21% 1Q23 +16% 2Q23 +8% 3Q23 +5% (guidance) Stock is up (42% YTD) most over the past monthImage