To The Moon

According to Adobe Analytics, a third-party statistical agency in the e-commerce industry, American consumers' enthusiasm for shopping on "Black Friday" will continue to rise. $Amazon.com(AMZN)$ This year's online shopping consumption on Black Friday increased by 7.5% compared to 2022, reaching a new high of $9.8 billion. This performance is better than 2022 (up 2.3% YoY) and better than the October forecast ($9.6 billion, up 5.7% YoY). Online shopping consumption on Thanksgiving before Black Friday increased by 5.7% YoY, better than the same period last year (up 2.9% YoY) and slightly better than the forecast of 5.5%. Therefore, Adobe predicts that total holiday sales this year will reach $221.8 billion (up 4.8% YoY), and this data only analyzes

$Intel(INTC)$ Retailers are regretting buying intel chips because they cant sell. No one wants them.Desktop was a rename and is identical to last year, which was already a refresh of the year before that.Workstation just got hammered.Next years laptops will be 50/50 intel and amd, no one cares about the bribes anymore.Intels graphics are 5 years behind, and this will translate into slow development of ai chips.They just got lucky on server, being able to compete in the exact areas that was needed. So they got picked up for the aurora supercomputer. Luck wont happen every time.Intel is now planning on renting out their fabs to 3rd parties such as Qualcomm and Mediatek since they make better chips than intel can.Asking pric

Don’t know what’s going on, but Zuckerberg is selling $Meta Platforms(META)$ stocks and Bezos is selling $Amazon.com(AMZN)$ stocks. Warrne Buffett sold out $General Motors(GM)$ , $Johnson & Johnson(JNJ)$ , $Procter & Gamble(PG)$, $Sony(SONY)$ and held the most cash in history. The CEO of $JPMorgan Chase(JPM)$ Jamie Dimon recently planned to sell 8.6 million shares over the next year.Jack Ma cashed out $800 million in $Alibaba(BABA)$ shares. What will

$Lowe's(LOW)$ buybacks continues $5.9 B in buybacks YTD 2023,Since FY16 >$52 B in buybacks ,34% of shares outstanding bought back.Image $Lowe's(LOW)$ in recent years has relied on debt to fund buybacks Debt has doubled since FY19 FY23, YTD net debt increased ~$2.1B. Image $Lowe's(LOW)$ has guided to $7 B net debt increase for FY23-25. If evenly distributed that would be $2.3 B/year Current year seems on track or slightly above that From 2022 Analyst & Investor Conference.Image $Lowe's(LOW)$ is having a rough FY23 and just lowered FY revenue guidance over 3Q The company last year modeled $87B ,FY revenue as a weak mar

$Alphabet(GOOG)$ launched a version of its Bard artificial intelligence chatbot for teenagers.Furthermore, Alphabet is reportedly in talks to potentially acquire an AI chatbot startup business.Investors might think about adding a few shares of GOOG stock to their portfolios.GOOG stock - Alphabet’s Potential: Why GOOG Stock Remains a Top Pick in the AI EraAs you may be aware, Google and YouTube parent company Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) is a member of the “Magnificent Seven” group of technology companies. However, you might not feel an immediate urgency to buy GOOG stock. Still, Alphabet stock’s momentum from 2023 is likely to continue into 2024. Hence, a moderately sized share position in Alphabet is a

CTAs purchased $153 billion of global equities over the last 10 days, the highest amount ever recorded. Santa came early this year.ImageWhat is a CTA?A commodity trading advisor (CTA) is an individual or organization that, for compensation or profit, advises others, directly or indirectly, as to the value of or the advisability of trading futures contracts, options on futures, retail off-exchange forex contracts or swaps.Commodity trading advisers (CTAs), known for their momentum-driven strategies in the futures market, made substantial moves in the U.S. equities space.Over the last 10 days, CTAs purchased nearly $70 billion in U.S. equities, marking the largest 10-day buying spree on record, according to Goldman Sachs data dating back to 2016.In addition to CTA activity, Goldman Sachs rep

The share price of $NVIDIA Corp(NVDA)$ broke through a new all-time high on Monday and fell slightly ahead of Tuesday's earnings release. Following the after-hours earnings release, $NVIDIA Corp(NVDA)$ rose 0.92% in pre-market trading on Wednesday.What will happen to the price of $NVIDIA Corp(NVDA)$ after the results, will it continue to reach new highs or will it start to fall?First, let’s look at the earnings results:The overall quarterly revenue was $18.12 billion, significantly exceeding the analyst and management expectations of $16.1 billion; Adjusted net profit of $10bn, sharply beating analysts' expectations of $8.43bn.At the same time, Nvidia’s guidance

Tomorrow is Thanksgiving[Heart][Love], and the U.S. stock market will be closed for the day.As of the close of trading on November 21, in the past 20 trading days, some stocks have quietly gone out of relatively stable or strong market conditions.In the review of the S&P 500 component stock list, the top ten stocks with the highest gains in the past 20 trading days are: $Gap(GPS)$, $Expedia(EXPE)$, $Generac(GNRC)$, $Monolithic Power(MPWR)$, $Royal Caribbean Cruises(RCL)$, $Gartner(IT)$, $DexCom(DXC

$Trip.com Group Limited(TCOM)$ Driven by the quarter, revenue reached 13.8 billion yuan, 1.89 billion US dollars, a year-on-year increase of 95.2%, exceeding expectations by 20 million US dollars. EPS was $0.94, exceeding expectations of $0.37.Among them, domestic hotel bookings increased by more than 90% year-on-year, an increase of more than 70% compared to the same period in 2019. Due to the impact of the sinking strategy, the commission rate and platform ADR were slightly lower than the pre-epidemic level. At the same time, considering the seasonality, the company expects a certain degree of slowdown in domestic air and hotel bookings in Q4.Outbound hotel and flight bookings have recovered to about 80% of the same period in 2019 (compared to 6

Data released by Goldman Sachs this week showed that a measure it created to track the concentration of hedge funds in U.S. stocks reached its highest level on record. On average, a hedge fund's top ten holdings account for 70% of a long portfolio.Read more>>🎁13F Digest| Will You Follow Hedge Fund to Favor the 25 Stocks the Most?Digest Top Institutions' Stock Market Positive Outlook for 2024The above statistics from Goldman Sachs have a 22-year record. This data includes position data of 735 hedge funds. According to statistics released by them on 13F, the total long stock positions of th

The $S&P 500(.SPX)$ has recovered further from the October low and is now approaching the previous highs of July. There is even hope of breaking through the historical high from 2022?However, the RSI index indicates that the $S&P 500(.SPX)$ has now reached overbought levels. The index stands at 87.2 on November 20, 2023.Notes:The Relative Strength Index (RSI) is a momentum indicator that measures the speed and magnitude of price changes.RSI is generally considered overbought when above 70 and oversold when below 30.As far as market analysis and trading signals are concerned, when the RSI breaks above the 30 reference level, it is considered a bullish indicator. On the contrary, when the RSI falls

Kuaishou-W (01024) announced its Q3 2023 financial report. The recent regulatory expectations for live-streaming e-commerce caused the company's stock price to experience a pullback. However, due to optimistic expectations for Q3 performance and excellent performance on Singles' Day, the stock price rebounded again. $KUAISHOU-W(01024)$ $KUAISHOU-WR(81024)$ The revenue performance in Q3 was almost in line with market expectations, but the profit performance exceeded expectations. In addition to the company's further reduction in bandwidth costs (a major expense for short video companies), which led to an increase in gross profit margin, the continued decline in the three major expense ratios also contrib

The bull train has left the station. Institutions are buying stocks again. That means, preparing for more upside. Here’s the best sector set to explode in 2024, states Lucas Downey, Co-Founder of Mapsignals.com.Look, oversold conditions rarely last forever. Eventually, they ignite a ferocious rally. The +6.07% lift in the S&P 500 since October 27th is a case in point. The bigger the dip, the bigger the rip. While pundits squabble over the market’s next-day move, they’re missing the big picture. Money is pouring back into equities. As I’ll show you, we’re well into a risk-on tape. Most stocks are lifting. History points to one elite area of the market primed for the most upside.Goodbye Oversold ConditionsThere’s a power law in the stock market: supply and demand. When demand o

$XIAOMI-W(01810)$ Q3 financial report released yesterday was the best in recent years, but why did the stock price plummet despite the good report?The highlight of Q3 was the improvement in profit margin. Although Lei Jun had previously set a target of 5% net profit margin for smartphones, he did not mention that the overall profit margin would be so low. Therefore, the increase in revenue from services, such as game advertising, could achieve good results. Of course, the more important aspect is that Xiaomi now focuses on both the low-end and high-end smartphone markets. By maintaining profit in the low-end segment and creating service revenue through ecosystem maintenance, Xiaomi competes with top competitors in the high-end smartphone market.

I just learned trading and also English

It has been so far so good for November as cross the half way mark of the month. The major 3 market indexes managed to squeezed out a gain last Friday and had strong gains for 3 weeks in a row. Treasury yields continued to fall as the 10-year Treasury note dropped to 4.44%. The sharp drop was likely triggered by a softer than expected inflation data. This is definitely good news for equities as high yields can be a competition to the stock market ===== Check out my weekly video on stock market analysis:  Red-Hot November! Stock Market is ON FIRE!! https://youtu.be/lxwD3PN3E9g =====$Tesla Motors(TSLA)$ $NVIDIA Corp(NVDA)$ $Microsoft(MSFT)$ 

$XIAOMI-W(01810)$ announcing its Q3 2023 financial report. Due to the recent hot sales of Xiaomi 14, the company's stock price surged from the bottom, even providing some guidance for the Hong Kong technology sector. Therefore, this financial report has become a focus of market attention. $Xiaomi Corp.(XIACY)$ Investment highlightsOverall, Q3 revenue and profits both exceeded market expectations, further verifying the success of the company's "dual-brand strategy" and its momentum of "rising from the ashes."Revenue growth is not surprising. This quarter's revenue reached 70.89 billion yuan, a year-on-year increase of 0.6%, and the first time since Q4 2021 to recover positive growth. Smartphones, IoT, an

Recently, "soft indicators" such as consumer confidence in the United States have weakened, but "hard indicators" such as actual consumer spending have remained strong. For example, the University of Michigan's Consumer Confidence Index has declined for four consecutive months since August, and the Conference Board's consumer confidence data has also declined recently, with the overall level lower than before the pandemic. However, on the other hand, consumer data reflecting actual economic activity has performed well, with strong Q3 US PCE and better-than-expected retail sales in September and October.United States Michigan Current Economic ConditionsUnited States Core PCE Price Index Annual ChangeThis divergence is particularly prominent in durable goods, which are sensitive to prices an

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The S&P 500 Index, as closely followed by the SPDR S&P 500 ETF Trust (NYSE:SPY), ended 2.2% up for the week to 4,513 points, hovering near a crucial technical level. Large-cap tech stocks, as tracked by the Invesco QQQ Trust (NASDAQ:QQQ), were up 2% for the week. S&P 500 approaching critical level next week Every of the eleven S&P 500’s sectors posted a positive weekly performance. Real Estate Select Sector SPDR Fund (NYSE:XLRE) and the Materials Select Sector SPDR Fund (NYSE:XLB), up 4.5% and 3.6% respectively, were among the best performers. Long-term Treasuries, as monitored through the popular iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT), rose 2.3% this week, marking their fourth consecutive week of positive performance as yields decline. Hot tip 1: Does T

According to Adobe Analytics, a third-party statistical agency in the e-commerce industry, American consumers' enthusiasm for shopping on "Black Friday" will continue to rise. $Amazon.com(AMZN)$ This year's online shopping consumption on Black Friday increased by 7.5% compared to 2022, reaching a new high of $9.8 billion. This performance is better than 2022 (up 2.3% YoY) and better than the October forecast ($9.6 billion, up 5.7% YoY). Online shopping consumption on Thanksgiving before Black Friday increased by 5.7% YoY, better than the same period last year (up 2.9% YoY) and slightly better than the forecast of 5.5%. Therefore, Adobe predicts that total holiday sales this year will reach $221.8 billion (up 4.8% YoY), and this data only analyzes

$Intel(INTC)$ Retailers are regretting buying intel chips because they cant sell. No one wants them.Desktop was a rename and is identical to last year, which was already a refresh of the year before that.Workstation just got hammered.Next years laptops will be 50/50 intel and amd, no one cares about the bribes anymore.Intels graphics are 5 years behind, and this will translate into slow development of ai chips.They just got lucky on server, being able to compete in the exact areas that was needed. So they got picked up for the aurora supercomputer. Luck wont happen every time.Intel is now planning on renting out their fabs to 3rd parties such as Qualcomm and Mediatek since they make better chips than intel can.Asking pric

$Alphabet(GOOG)$ launched a version of its Bard artificial intelligence chatbot for teenagers.Furthermore, Alphabet is reportedly in talks to potentially acquire an AI chatbot startup business.Investors might think about adding a few shares of GOOG stock to their portfolios.GOOG stock - Alphabet’s Potential: Why GOOG Stock Remains a Top Pick in the AI EraAs you may be aware, Google and YouTube parent company Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) is a member of the “Magnificent Seven” group of technology companies. However, you might not feel an immediate urgency to buy GOOG stock. Still, Alphabet stock’s momentum from 2023 is likely to continue into 2024. Hence, a moderately sized share position in Alphabet is a

Don’t know what’s going on, but Zuckerberg is selling $Meta Platforms(META)$ stocks and Bezos is selling $Amazon.com(AMZN)$ stocks. Warrne Buffett sold out $General Motors(GM)$ , $Johnson & Johnson(JNJ)$ , $Procter & Gamble(PG)$, $Sony(SONY)$ and held the most cash in history. The CEO of $JPMorgan Chase(JPM)$ Jamie Dimon recently planned to sell 8.6 million shares over the next year.Jack Ma cashed out $800 million in $Alibaba(BABA)$ shares. What will

$Lowe's(LOW)$ buybacks continues $5.9 B in buybacks YTD 2023,Since FY16 >$52 B in buybacks ,34% of shares outstanding bought back.Image $Lowe's(LOW)$ in recent years has relied on debt to fund buybacks Debt has doubled since FY19 FY23, YTD net debt increased ~$2.1B. Image $Lowe's(LOW)$ has guided to $7 B net debt increase for FY23-25. If evenly distributed that would be $2.3 B/year Current year seems on track or slightly above that From 2022 Analyst & Investor Conference.Image $Lowe's(LOW)$ is having a rough FY23 and just lowered FY revenue guidance over 3Q The company last year modeled $87B ,FY revenue as a weak mar

The share price of $NVIDIA Corp(NVDA)$ broke through a new all-time high on Monday and fell slightly ahead of Tuesday's earnings release. Following the after-hours earnings release, $NVIDIA Corp(NVDA)$ rose 0.92% in pre-market trading on Wednesday.What will happen to the price of $NVIDIA Corp(NVDA)$ after the results, will it continue to reach new highs or will it start to fall?First, let’s look at the earnings results:The overall quarterly revenue was $18.12 billion, significantly exceeding the analyst and management expectations of $16.1 billion; Adjusted net profit of $10bn, sharply beating analysts' expectations of $8.43bn.At the same time, Nvidia’s guidance

Tomorrow is Thanksgiving[Heart][Love], and the U.S. stock market will be closed for the day.As of the close of trading on November 21, in the past 20 trading days, some stocks have quietly gone out of relatively stable or strong market conditions.In the review of the S&P 500 component stock list, the top ten stocks with the highest gains in the past 20 trading days are: $Gap(GPS)$, $Expedia(EXPE)$, $Generac(GNRC)$, $Monolithic Power(MPWR)$, $Royal Caribbean Cruises(RCL)$, $Gartner(IT)$, $DexCom(DXC

CTAs purchased $153 billion of global equities over the last 10 days, the highest amount ever recorded. Santa came early this year.ImageWhat is a CTA?A commodity trading advisor (CTA) is an individual or organization that, for compensation or profit, advises others, directly or indirectly, as to the value of or the advisability of trading futures contracts, options on futures, retail off-exchange forex contracts or swaps.Commodity trading advisers (CTAs), known for their momentum-driven strategies in the futures market, made substantial moves in the U.S. equities space.Over the last 10 days, CTAs purchased nearly $70 billion in U.S. equities, marking the largest 10-day buying spree on record, according to Goldman Sachs data dating back to 2016.In addition to CTA activity, Goldman Sachs rep

Data released by Goldman Sachs this week showed that a measure it created to track the concentration of hedge funds in U.S. stocks reached its highest level on record. On average, a hedge fund's top ten holdings account for 70% of a long portfolio.Read more>>🎁13F Digest| Will You Follow Hedge Fund to Favor the 25 Stocks the Most?Digest Top Institutions' Stock Market Positive Outlook for 2024The above statistics from Goldman Sachs have a 22-year record. This data includes position data of 735 hedge funds. According to statistics released by them on 13F, the total long stock positions of th

$Trip.com Group Limited(TCOM)$ Driven by the quarter, revenue reached 13.8 billion yuan, 1.89 billion US dollars, a year-on-year increase of 95.2%, exceeding expectations by 20 million US dollars. EPS was $0.94, exceeding expectations of $0.37.Among them, domestic hotel bookings increased by more than 90% year-on-year, an increase of more than 70% compared to the same period in 2019. Due to the impact of the sinking strategy, the commission rate and platform ADR were slightly lower than the pre-epidemic level. At the same time, considering the seasonality, the company expects a certain degree of slowdown in domestic air and hotel bookings in Q4.Outbound hotel and flight bookings have recovered to about 80% of the same period in 2019 (compared to 6

$Alibaba(BABA)$ announced its Q2 financial report for the fiscal year ending in September. The market had high expectations for this report, as the stock had risen nearly 4% the previous day. However, after the report was released, the stock plummeted more than 8%.This does not necessarily mean that the current performance was poor. Investors may be more concerned about the suspension and postponement of the spin-off listings of certain business groups within Alibaba, as well as the "growth potential" ( $Pinduoduo Inc.(PDD)$ , Shein) after the start of dividend distribution. In addition, Jack Ma's reduction in holdings may have hit investors' sensitivity to the risk appetite for "Chinese assets".Investment

Kuaishou-W (01024) announced its Q3 2023 financial report. The recent regulatory expectations for live-streaming e-commerce caused the company's stock price to experience a pullback. However, due to optimistic expectations for Q3 performance and excellent performance on Singles' Day, the stock price rebounded again. $KUAISHOU-W(01024)$ $KUAISHOU-WR(81024)$ The revenue performance in Q3 was almost in line with market expectations, but the profit performance exceeded expectations. In addition to the company's further reduction in bandwidth costs (a major expense for short video companies), which led to an increase in gross profit margin, the continued decline in the three major expense ratios also contrib

The $S&P 500(.SPX)$ has recovered further from the October low and is now approaching the previous highs of July. There is even hope of breaking through the historical high from 2022?However, the RSI index indicates that the $S&P 500(.SPX)$ has now reached overbought levels. The index stands at 87.2 on November 20, 2023.Notes:The Relative Strength Index (RSI) is a momentum indicator that measures the speed and magnitude of price changes.RSI is generally considered overbought when above 70 and oversold when below 30.As far as market analysis and trading signals are concerned, when the RSI breaks above the 30 reference level, it is considered a bullish indicator. On the contrary, when the RSI falls

$2.4 trillion options set to expire on Friday, a lot of it on 4500 $S&P 500(.SPX)$.ImageU.S. stocks rebounded after this week's U.S. Consumer Price Index (CPI) data, with traders buying call options tied to popular U.S. equity exchange-traded funds (ETFs). Options market strategists said that could help push stocks higher in the coming days.However, options related to $2.4 trillion in stocks, ETFs and stock indexes are set to expire on Friday, according to data compiled by Rocky Fishman, founder of U.S. options market analysis provider Asym50.Charts from a Goldman Sachs Group analyst team show bullish buying tied to popular index ETFs exploding this week. However, with about one-third of the call options tied to

$XIAOMI-W(01810)$ announcing its Q3 2023 financial report. Due to the recent hot sales of Xiaomi 14, the company's stock price surged from the bottom, even providing some guidance for the Hong Kong technology sector. Therefore, this financial report has become a focus of market attention. $Xiaomi Corp.(XIACY)$ Investment highlightsOverall, Q3 revenue and profits both exceeded market expectations, further verifying the success of the company's "dual-brand strategy" and its momentum of "rising from the ashes."Revenue growth is not surprising. This quarter's revenue reached 70.89 billion yuan, a year-on-year increase of 0.6%, and the first time since Q4 2021 to recover positive growth. Smartphones, IoT, an

[666][Love]Hello, Dear Tigers, We are less than 2 months away from the end of 2023 and as of November 15, the YTD2023 performance of the $Straits Times Index(STI.SI)$ down 3.67%. The index's performance was inferior to the $S&P/ASX 200(XJO.AU)$’s down of 0.95% over the same period, also inferior to the $S&P 500(.SPX)$ with a return of 17.9%, and that of $NASDAQ(.IXIC)$ with +34%.The return on the $Straits Times Index(STI.SI)$ in 2022 is just over 4%.[Allin][USD]Questions for Tigers first:What is your total gain and loss on the SGX market this year? Is it better th

$TENCENT(00700)$ announcing its Q3 2023 financial report. After the announcement, $Prosus NV(PROSF)$ , major shareholder of Tencent (hold by $Naspers Ltd.(NPSNY)$ , soared over 4% on the Euronext Amsterdam.A positive and proactive Q3 report. Revenue continued to increase, with strong performance in advertising and financial technology in Q2 leading to higher expectations for Q3. The gaming business remained stable, while international operations continued to grow at a double-digit rate. The advertising business grew as expected, demonstrating the continued effectiveness of the WeChat ecosystem for advertising. The financial technology and enterprise services e

The bull train has left the station. Institutions are buying stocks again. That means, preparing for more upside. Here’s the best sector set to explode in 2024, states Lucas Downey, Co-Founder of Mapsignals.com.Look, oversold conditions rarely last forever. Eventually, they ignite a ferocious rally. The +6.07% lift in the S&P 500 since October 27th is a case in point. The bigger the dip, the bigger the rip. While pundits squabble over the market’s next-day move, they’re missing the big picture. Money is pouring back into equities. As I’ll show you, we’re well into a risk-on tape. Most stocks are lifting. History points to one elite area of the market primed for the most upside.Goodbye Oversold ConditionsThere’s a power law in the stock market: supply and demand. When demand o

$Wal-Mart(WMT)$ fell sharply after releasing its Q3 earnings report on Thursday, despite beating expectations. Executives warned that consumer spending trends will slow during the upcoming key holiday shopping season, which is a very negative signal to investors. In addition, $Macy's(M)$ saw a significant increase in its stock price after its earnings report on the same day, not only beating Q3 expectations but also improving operating efficiency, mainly due to permanent price cuts within the brand and improved freight expenses. Macy's provided favorable Q4 guidance and emphasized continued inventory management. Interestingly, $Target(TGT)$ also released its earnings

$XIAOMI-W(01810)$ Q3 financial report released yesterday was the best in recent years, but why did the stock price plummet despite the good report?The highlight of Q3 was the improvement in profit margin. Although Lei Jun had previously set a target of 5% net profit margin for smartphones, he did not mention that the overall profit margin would be so low. Therefore, the increase in revenue from services, such as game advertising, could achieve good results. Of course, the more important aspect is that Xiaomi now focuses on both the low-end and high-end smartphone markets. By maintaining profit in the low-end segment and creating service revenue through ecosystem maintenance, Xiaomi competes with top competitors in the high-end smartphone market.