To The Moon

Since being included in the $S&P 500(.SPX)$ index, the stock price of $Lululemon Athletica(LULU)$ has continued to rise. Despite not experiencing a significant jump on the quarterly earnings report on December 8th, it reached a new all-time high during the day's trading.Currently, LULU has a price-to-earnings ratio of 44 times, which, although lower than the 60+ times at the beginning of the year, is still the highest in the apparel industry (ahead of $Nike(NKE)$ 36 times). Can this valuation support the stock price?First, let's look at the growth rate. LULU used to heavily rely on in-store sales because its clothing was difficult to purchase online and requir

$CrowdStrike Holdings, Inc.(CRWD)$ surged 10%+ on Nov.29, after its Q3 earnings.Why investors rushed into?Q3 revenue increased by 35% YoY to $786 million, with subscription revenue up 34% YoY to $733 million, ARR up 35% YoY to $31.5 billion, and net new ARR reaching a record high of $223 million. Additionally, the company became the first cloud-native independent software vendor (ISV) for network security and generated sales of over $1 billion through the $Amazon.com(AMZN)$ AWS marketplace. Company's new product, CrowdStrike Falcon Go, has also been launched on the Amazon business marketplace. As a result, several analysts have reiterated their optimistic view of CrowdStrike, raising their target stock pr

$Snowflake(SNOW)$ surge 9%+ after earning release on Nov.29th.As the leader of a growing cloud service company, its business is also attracting a lot of attention from investors with a high risk preference. Q3 performance exceeded expectations, with revenue of $734.2 million, a year-on-year increase of 35%, higher than the market's expected $675.3 million, mainly due to the unexpected growth in product revenue, and it is also one of the fastest growing companies in the growth sector. At the same time, adjusted earnings per share were $0.25, higher than the expected $0.16.It is worth noting that the company has begun to turn a profit, with EBITDA increasing from a loss of $31 million a year ago to $185 million. It also led the company's free cash f

$Bitfarms Ltd.(BITF)$ its simple bitcoin run, stocks miners run... nice  $Hut 8 Mining Corp(HUT)$ dll

$Pinduoduo Inc.(PDD)$ released excellen Q3 earnings with super-surprising revenue and profits beats, which leading the $NASDAQ 100(NDX)$ in Oct.28th.Temu, as we know the subsidiary of PDD, now has contributed to its parent company, with excellent performance in Black Friday.TEMU has the potential to recreate $Pinduoduo Inc.(PDD)$ . In Q3, Pinduoduo’s commission income (TEMU) doubled from Q2 to 29.2 billion RMB. TEMU has the potential to recreate Pinduoduo because cross-border e-commerce is a vast and promising field. Pinduoduo’s “hardcore strength reform” has disrupted the traditional players in the industry, and the combination of blue-collar and white-collar worke

Yesterday, $iRobot Corp.(IRBT)$ experienced a sharp decline in the closing hours of trading due to a warning from the European Union regarding potential anti-competitive practices. This warning could pose a threat to the market, and $Amazon.com(AMZN)$ has not yet made a statement on the matter, indicating that it may not be relevant to them. However, this warning could have a significant impact on IRBT, as its survival may depend on the success of the acquisition. Therefore, I am not optimistic about this case, and even if it did, Amazon may cut the tender price again.On the other hand, $Roku Inc(ROKU)$ rose by 7.2% yesterday, leading the growth of the second-tie

$Advanced Micro Devices(AMD)$ Great to see AMD finally getting some well-deserved respect, and shoving a big sock full of Woody Allen HS down the unhedged shoirts throats. Yes, imo my PT of $150+ when they report the Dec Q isstill on and likely conservative as I first wrote a year ago with the stock about half what it is today (winning)... but I now feel solid with updated math on the Mi300A/X and soon to be MI400A/X that we will see $200+ by Jan2025. [Miser][Miser][Miser] $NVIDIA Corp(NVDA)$ ?Should already be above $520 and imo will be within days, burying all the "geniuses" shorting it (again) today... Consider the math that revenues will be up well over 200% this year, and the

The world is witnessing significant technological changes, and both companies are at the forefront of these changing trends. $Tesla Motors(TSLA)$ has become synonymous with the transformation of electric vehicles, although early investors have already made considerable profits, the company has not yet fully realized its potential. Meanwhile, $Coinbase Global, Inc.(COIN)$ provides investors with a promising opportunity of higher growth. Let's take a look at why $Tesla Motors(TSLA)$ and $Coinbase Global, Inc.(COIN)$ have enough room for growth. Promoting the Electricity Revolution Few other trends have

MSCI has released the results of its semi-annual index review for November 2023, which includes the MSCI China A50 $MSCI China A50 Index - main 2312(MCAmain)$ . This is a major adjustment for the semi-annual review, so the scope of index additions, deletions, and other adjustments is wide and may have a significant impact.Changes in constituent stocks19 new constituent stocks have been added while 19 have been removed. Among the new additions are Hong Kong stocks $ZHEJIANG LEAPMOTOR TECHNOLOGY CO., LTD.(09863)$ and $Brilliance China(01114)$ ), and 17 new A-share stocks have been added. The 19 deletions include 9 Hong Kong stocks, such as

What do yall think of this ??

Looking good, might be worth a buy 🚀 

Noope  arkk will not

$Alibaba(BABA)$ 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

$DiDi Global Inc.(DIDIY)$ released its Q3 2023 financial report, causing the stock to surge over 9% on the same day. Due to the fact that the liquidity of over-the-counter trading is not as good as that of the main board, it is understandable that there is slightly more volatility. However, this quarter's financial report still reflects a decent growth rate. Although it no longer has the high-speed growth it once had, there are clear signs of business recovery. The economic model of shared mobility is feasible and can also make stable profits relying on the macro economy, just like $Uber(UBER)$ and $Grab Holdings(GRAB)$ Q3 Earnings OverviewTotal revenue was 51.4

$Unity Software Inc.(U)$ experienced a more than 12% drop in after-hours trading, after its Q3 earnings.The company reported revenue of $544.2 million, which was lower than the expected $549.8 million, and a loss of 32 cents per share, compared to a loss of $1.49 per share in the same period last year. The company also declined to provide guidance. Last month, the CEO John retired, and James was appointed as interim CEO. However, since he has just taken over, he may not have had time to specify the details to recover the loss of existing customers caused by the previous management's "price increase" operation. Although the new fee policy has made some adjustments in details, developers still complain, which has put pressure on Create's short-term gro

Growth ark come check it out 

$Roblox Corporation(RBLX)$ Q3 earning lies in the optimization of expense growth (infrastructure expenses and total employee compensation) and the fact that despite a high base, subscription revenue growth still exceeded expectations.This has given investors relatively confident guidance and expectations for sustained growth in the two areas that the market cares most about: reducing losses and future growth.Even though the current valuation is not cheap, during the year-end window of liquidity relief and driven by market sentiment, Roblox's growth story (advertising, VR/console games) has begun to unfold along the neutral to optimistic scenario assumptions.Additionally, due to Roblox's strong seasonality, short-term performance fluctuations can b

Saya treding pertama kali dan saya memcoba apk ini#Growth stocks rock the

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$Alibaba(BABA)$ 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

Since being included in the $S&P 500(.SPX)$ index, the stock price of $Lululemon Athletica(LULU)$ has continued to rise. Despite not experiencing a significant jump on the quarterly earnings report on December 8th, it reached a new all-time high during the day's trading.Currently, LULU has a price-to-earnings ratio of 44 times, which, although lower than the 60+ times at the beginning of the year, is still the highest in the apparel industry (ahead of $Nike(NKE)$ 36 times). Can this valuation support the stock price?First, let's look at the growth rate. LULU used to heavily rely on in-store sales because its clothing was difficult to purchase online and requir

The world is witnessing significant technological changes, and both companies are at the forefront of these changing trends. $Tesla Motors(TSLA)$ has become synonymous with the transformation of electric vehicles, although early investors have already made considerable profits, the company has not yet fully realized its potential. Meanwhile, $Coinbase Global, Inc.(COIN)$ provides investors with a promising opportunity of higher growth. Let's take a look at why $Tesla Motors(TSLA)$ and $Coinbase Global, Inc.(COIN)$ have enough room for growth. Promoting the Electricity Revolution Few other trends have

$Pinduoduo Inc.(PDD)$ released excellen Q3 earnings with super-surprising revenue and profits beats, which leading the $NASDAQ 100(NDX)$ in Oct.28th.Temu, as we know the subsidiary of PDD, now has contributed to its parent company, with excellent performance in Black Friday.TEMU has the potential to recreate $Pinduoduo Inc.(PDD)$ . In Q3, Pinduoduo’s commission income (TEMU) doubled from Q2 to 29.2 billion RMB. TEMU has the potential to recreate Pinduoduo because cross-border e-commerce is a vast and promising field. Pinduoduo’s “hardcore strength reform” has disrupted the traditional players in the industry, and the combination of blue-collar and white-collar worke

Last week, there were some changes in the macroeconomic data in the United States.In October, there were 150,000 new non-farm jobs, which was lower than the market expectation of 180,000. A significant part of this was due to a decline of 35,000 jobs in the manufacturing sector, mainly reflecting the impact of the strike by American auto workers. This is expected to be corrected in November.United States Non Farm PayrollsAt the same time, the employment data for August and September were also revised down, indicating that the previous two months were too optimistic, which is reflected in the October data. In addition, the unemployment rate increased by 0.1 percentage points to 3.9% compared to the previous month, and the growth rate of hourly wages increased by 0.2%, providing evidence of

Big-Tech’s PerformanceThere were no surprises at this week's FOMC meeting and Powell's stance remained largely unchanged. The overall wording was not as tight as before, indicating that the current market interest rates are already having a tightening effect. Therefore, the market is more hopeful that the tightening pace will be relaxed earlier next year. US treasury yields have also started to plunge.As a result, risk sentiment has returned and second-tier growth stocks have rebounded significantly under the leadership of some financial reports. Meta, Tesla, and Google among the big tech companies have also rebounded significantly.As of the close on November 2nd, all major tech companies have risen in the past five trading days.The biggest increase was

$DiDi Global Inc.(DIDIY)$ released its Q3 2023 financial report, causing the stock to surge over 9% on the same day. Due to the fact that the liquidity of over-the-counter trading is not as good as that of the main board, it is understandable that there is slightly more volatility. However, this quarter's financial report still reflects a decent growth rate. Although it no longer has the high-speed growth it once had, there are clear signs of business recovery. The economic model of shared mobility is feasible and can also make stable profits relying on the macro economy, just like $Uber(UBER)$ and $Grab Holdings(GRAB)$ Q3 Earnings OverviewTotal revenue was 51.4

$CrowdStrike Holdings, Inc.(CRWD)$ surged 10%+ on Nov.29, after its Q3 earnings.Why investors rushed into?Q3 revenue increased by 35% YoY to $786 million, with subscription revenue up 34% YoY to $733 million, ARR up 35% YoY to $31.5 billion, and net new ARR reaching a record high of $223 million. Additionally, the company became the first cloud-native independent software vendor (ISV) for network security and generated sales of over $1 billion through the $Amazon.com(AMZN)$ AWS marketplace. Company's new product, CrowdStrike Falcon Go, has also been launched on the Amazon business marketplace. As a result, several analysts have reiterated their optimistic view of CrowdStrike, raising their target stock pr

Yesterday, $iRobot Corp.(IRBT)$ experienced a sharp decline in the closing hours of trading due to a warning from the European Union regarding potential anti-competitive practices. This warning could pose a threat to the market, and $Amazon.com(AMZN)$ has not yet made a statement on the matter, indicating that it may not be relevant to them. However, this warning could have a significant impact on IRBT, as its survival may depend on the success of the acquisition. Therefore, I am not optimistic about this case, and even if it did, Amazon may cut the tender price again.On the other hand, $Roku Inc(ROKU)$ rose by 7.2% yesterday, leading the growth of the second-tie

1. $e.l.f. Beauty Inc.(ELF)$ surged 15.27%: Raised FY guidance again! Management said “bullish“ about the future.E.l.f. Beauty, the cosmetics company known for its viral TikTok marketing and middle-of-the-road pricing (priced around $10-$20), saw sales jump 76% yoy.Adjusted EPS: 82 cents vs. 53 cents (54.72% beat)Revenue: $215.5 mln vs. $197.1 mln (9.34% beat)“We’re quite bullish about the future and particularly in terms of how we’re positioned.”E.l.f. is expecting sales to grow between 55% and 57% for the full year, higher than analysts’ estimates of 47.1% and previous guidance of 37% and 39%.2. $Fastly, Inc.(FSLY)$: Record revenue and improved metrics drove stock up 13%The edge cloud plat

$Snowflake(SNOW)$ surge 9%+ after earning release on Nov.29th.As the leader of a growing cloud service company, its business is also attracting a lot of attention from investors with a high risk preference. Q3 performance exceeded expectations, with revenue of $734.2 million, a year-on-year increase of 35%, higher than the market's expected $675.3 million, mainly due to the unexpected growth in product revenue, and it is also one of the fastest growing companies in the growth sector. At the same time, adjusted earnings per share were $0.25, higher than the expected $0.16.It is worth noting that the company has begun to turn a profit, with EBITDA increasing from a loss of $31 million a year ago to $185 million. It also led the company's free cash f

MSCI has released the results of its semi-annual index review for November 2023, which includes the MSCI China A50 $MSCI China A50 Index - main 2312(MCAmain)$ . This is a major adjustment for the semi-annual review, so the scope of index additions, deletions, and other adjustments is wide and may have a significant impact.Changes in constituent stocks19 new constituent stocks have been added while 19 have been removed. Among the new additions are Hong Kong stocks $ZHEJIANG LEAPMOTOR TECHNOLOGY CO., LTD.(09863)$ and $Brilliance China(01114)$ ), and 17 new A-share stocks have been added. The 19 deletions include 9 Hong Kong stocks, such as

Fund Overview $ARK Innovation ETF(ARKK)$ : ARKK, the ARK Innovation ETF, is a dynamic Exchange Traded Fund (ETF) that focuses on long-term capital growth through investments in domestic and foreign equity securities. With a primary emphasis on companies that contribute to disruptive innovation, ARKK’s investment theme revolves around the introduction of technologically enabled products or services that have the potential to reshape global industries. Its portfolio encompasses companies at the forefront of the Genomic Revolution, Automation, Robotics, Energy Storage$Tesla Motors(TSLA)$  , Artificial Intelligence$Palantir Technologie

SoFi Technologies, Inc., an innovative American online personal finance company and online bank, has garnered significant attention in recent months due to its expanding product offerings and a promising third-quarter earnings report. With a diverse portfolio encompassing student loan refinancing, mortgages, personal loans, credit cards, investing, and banking services, SoFi has established itself as a key player in the fintech space. However, despite the recent surge in its stock price and positive analyst sentiments, prudent investors should exercise caution when considering their allocation to SoFi. $SoFi Technologies Inc.(SOFI)$  The recent surge in SoFi’s stock price was fueled by a strong third-quarter earnings report, prompting one ana

$Block(SQ)$ surged 19% after its Q3 earnings exceeded expectations and Q4 guidance was raised above expectations, while also announcing a $1 billion stock buyback. Q3 revenue was $5.62 billion, exceeding the market's expected $5.43 billion and up from $4.52 billion in the same period last year. Transaction-based revenue was $1.66 billion, up 9% year over year, lower than the previous quarter's 11% YoY growth due to a higher base. 1. Improved profitability. Adjusted EBITDA was $477 million, higher than the previous quarter's $384.4 million and last year's $327 million. 2. Guidance raised. Adjusted EBITDA for 2024 is expected to be $2.4 billion, exceeding the market's expected $1.94 billion; adjusted revenue is expected to be $875 million. 3. Increase

Global "AI military-industrial stock" $Palantir Technologies Inc.(PLTR)$ released its third-quarter financial report on November 2nd before the US stock market opened. Overall, the revenue is in line, but the profit side significantly beat. The reduction in marketing and promotional expenses in Q3, as well as some equity incentives, contributed to a 5% increase in operating profit margin compared to the previous quarter, reaching 7.2%.In terms of revenue, the growth rate in the US government sector was average for the quarter, but the official government website also shows that Palantir signed many new contracts in the third quarter, which are expected to gradually contribute to the revenue. The pleasantly surprising development is the unexpected

$Roblox Corporation(RBLX)$ Q3 earning lies in the optimization of expense growth (infrastructure expenses and total employee compensation) and the fact that despite a high base, subscription revenue growth still exceeded expectations.This has given investors relatively confident guidance and expectations for sustained growth in the two areas that the market cares most about: reducing losses and future growth.Even though the current valuation is not cheap, during the year-end window of liquidity relief and driven by market sentiment, Roblox's growth story (advertising, VR/console games) has begun to unfold along the neutral to optimistic scenario assumptions.Additionally, due to Roblox's strong seasonality, short-term performance fluctuations can b

$Advanced Micro Devices(AMD)$ Great to see AMD finally getting some well-deserved respect, and shoving a big sock full of Woody Allen HS down the unhedged shoirts throats. Yes, imo my PT of $150+ when they report the Dec Q isstill on and likely conservative as I first wrote a year ago with the stock about half what it is today (winning)... but I now feel solid with updated math on the Mi300A/X and soon to be MI400A/X that we will see $200+ by Jan2025. [Miser][Miser][Miser] $NVIDIA Corp(NVDA)$ ?Should already be above $520 and imo will be within days, burying all the "geniuses" shorting it (again) today... Consider the math that revenues will be up well over 200% this year, and the

$Unity Software Inc.(U)$ experienced a more than 12% drop in after-hours trading, after its Q3 earnings.The company reported revenue of $544.2 million, which was lower than the expected $549.8 million, and a loss of 32 cents per share, compared to a loss of $1.49 per share in the same period last year. The company also declined to provide guidance. Last month, the CEO John retired, and James was appointed as interim CEO. However, since he has just taken over, he may not have had time to specify the details to recover the loss of existing customers caused by the previous management's "price increase" operation. Although the new fee policy has made some adjustments in details, developers still complain, which has put pressure on Create's short-term gro

E-commerce companies generally have continuous profitability and decent cash flow, so the valuation of their profit multiples are fair. Although the market value of $Pinduoduo Inc.(PDD)$ has reached $135 billion, which is twice as high as $JD.com(JD)$ s $42.6 billion, many people think it is expensive. Regarding at PDD's performance and expectations, it cannot be considered "expensive". By estimating its revenue and profit levels based on the current market expectations and then adjusting it with Pinduoduo's better-than-expected performance. With a closing price of $107.13, the PE ratio based on the EPS for 2023 is 22.8 times, and for 2024 it is 15.9 times. Many investors may still think that PDD is the comp