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高希霸 Male ID: 102819233
天道有轮回,你看苍天饶过谁
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    $Apple(AAPL.US)$ After Musk bought Twitter (Twitter), he began a new round of layoffs. The layoffs just ended, and he went to Apple and Google. A few days ago, Musk said on Twitter that if Google and Apple remove Twitter from their app stores, he will make his own smartphone.
    In fact, it hasn't been a day or two since Musk wanted to make a Tesla phone. It can be said that when Musk bought Twitter, it went to Apple and Google, or paved the way for a mobile phone, but in my opinion, Tesla phones may only be successful if Apple and Google remove Twitter.
    Musk wants to make a mobile phone, where is the way out?
    There were many rumors earlier that Musk wanted to make a mobile phone. In April of this year, Musk pinned a tweet recruiting mobile phone experts to provide relevant talent for Neuralink.
    In fact, as early as 2021, Musk claimed that he didn't like the existing two mainstream mobile phone systems, iOS and Android, and wanted to build his own system to defeat them and provide users with an unprecedented user experience.
    Earlier, there were also rumors in the industry that Tesla's first phone would be released as early as 2024. Meanwhile, according to UAE national news reports, Tesla phones will be launched in 2024 and will compete directly with Apple on the same stage. On the internet, a rendering of a phone named Model Pi was also revealed previously.
    Musk has a reason to make a cell phone. After all, today's cars...
    Translated
    Apple and Google remove Twitter before Tesla phones can succeed
    Apple and Google remove Twitter before Tesla phones can succeed
    Apple and Google remove Twitter before Tesla phones can succeed
    +1
    $S&P 500 Index(.SPX.US)$ preface
    Under Buffett's light, Berkshire's every move received investors' attention. We saw an article about Berkshire on Seeking Alpha. The content is quite interesting. We also translated it for your reference.
    Main text
    Berkshire remains a reassuring financial holding company. Despite a slight fluctuation this year, there was still a slight increase overall. I think Berkshire still provides investors with a solid margin of safety. In the third quarter, Berkshire continued to use cash, and as interest rates rose, they also received a certain amount of revenue. In the third quarter, they also bought back about 1 billion US dollars of shares. Unless the stock price rises, the repurchases will probably continue.
    Q3 update
    In addition to these new positions, Berkshire continues to use cash for work in 2022. They bought and sold at the same time, but they were net buyers of stocks totaling $3.7 billion. They continue to increase their significant energy positions with Chevron and Occidental Petroleum. I'm curious to know what will happen to these positions as they have rapidly become a meaningful part of stock portfolios over the past few years. Despite economic uncertainty, I am optimistic about energy because the imbalance between supply and demand seems to be beneficial to oil prices and energy stocks in general.
    They also increased their holdings in RH, Celanese, and Paramount Global. On the sell-off side, they reduced their holdings...
    Translated
    Some thoughts on Berkshire
    $Nasdaq Composite Index(.IXIC.US)$ Summary:
    Yesterday's prediction: The probability of success on Friday is high: the pressure level is 11963 points, the high pressure level is 12118.75 points on the 15th, the support level averaged 11,791 points on the 5th, and the strong support level was 11526 points on the 22nd.
    Predictive evaluation: 1. Wrong direction. 2. Points: Comparatively accurate: the predicted pressure level is 120,11963 points -- the actual highest is 1,1933 points; the predicted support level is an average of 11791 points over 5 days -- the actual low is 11766.25 points.
    1. NQ100 index review (I used small NASDAQ stock index data)
    Time-sharing trend: After opening at 18:00 EST on November 24, NQ100 futures continued to trade sideways. The 60-minute moving average leveled off and consolidated, and a slight decline began after 1:00 p.m. on November 25. Afterwards, it continued all the way down along the 60-minute level 5 o'clock EMA.
    After the opening of the US stock market at 9:30, it continued to decline and ended trading at 11784.70 points, -0.66%. Shrink and reduce the small negative line. Shouyang Doji this week, with a weekly increase of +0.72. After Thanksgiving, people haven't recovered. The news is lackluster. Coupled with Zhou Wei, trading was lackluster, and the index fell freely.
    II. Yesterday's predictions and evaluations
    Trend prediction: The highest was 1,1933 on the 24th, down slightly due to 120 yuan (11960). Currently...
    Translated
    2022.11.25 (Friday) NQ100 replay and (next week) prediction
    2022.11.25 (Friday) NQ100 replay and (next week) prediction
    The 56 per cent fall in 2008 laid the foundation for a 270 per cent rise over the next 12 months, and while past performance does not guarantee future performance, the possibility of a sharp rebound in share prices cannot be ignored given Amazon.Com Inc's dominant position in cloud computing and ecommerce.
    Barron Weekly wrote an article bullish in July this year. $Amazon(AMZN.US)$Believes that the company's cloud business AWS has great long-term value. But the company's shares have fallen 25 per cent since July as investors worry about Amazon.Com Inc's core ecommerce business and AWS's near-term growth prospects.
    While these concerns are understandable, Amazon.Com Inc is still a stock worth holding for a long time.
    AWS's revenue growth has slowed faster than expected and analysts now expect revenue growth of 25 per cent in the fourth quarter of this year, down from 40 per cent a year earlier.
    But as Thomas Champion, an analyst at Piper Sandler, wrote in a recent research report, AWS has more than 50% of the cloud computing market and is expected to break the $100 billion revenue barrier in 2023. This is more than three times that of Salesforce.com Inc (CRM), and Salesforce.com Inc's growth rate is only half that of AWS. If you take Salesforce.com Inc as a reference, the value of Amazon cloud business will account for Amazon.Com Inc's current value of about 940 billion US dollars.
    Translated
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