ColumnBad or good? Key NUMBERS you need to know about February's inflation report?
February's Month-over-Month (MoM), headline came in at 0.4%, met expectation and core came in at 0.5%, slightly higher than expected 0.4%. For Year-over-Year (YoY), headline came in at 6% and core came in at 5.5%, which both met expectation.
Let's re-cap what the Fed is focusing on. In order to assess inflation, we need to break it down by three components: Core goods, Housing, and Core service ex-housing.
Firstly, Core ...
Let's re-cap what the Fed is focusing on. In order to assess inflation, we need to break it down by three components: Core goods, Housing, and Core service ex-housing.
Firstly, Core ...
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ColumnHow much more will TSLA$特斯拉(TSLA.US)$ drop? $150? $100?
Back in December 2022, Tesla $Tesla(TSLA.US$ dropped from 190 to 110 in a span of 4 weeks, the market panicked during that period. It did seem like all the bad news came out one after another: Elon's twitter hangover, China production halt, Board's unwillingness to do stock buyback, the so-called Tesla bulls were lashing out on Elon spending too much time with Twitter and leaving Tesla investors hanging there, and the list goes on and ...
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ColumnCan Shopify get back to its all-time-high? Why market dislike the Q4 Earning?
$Shopify(SHOP.US$
Shopify$Shopify(SHOP.US$ was among Wall Street's favorites companies in 2020 and 2021. It went up by 4x since COVID low. But things turned sour quickly, between November 2021 and October 2022, the stock dropped by 84%! It had a decent run in 2023 along with other unprofitable companies, but a 16% drop post earnings might be a wake-up call to the investors.
On the surface, Shopify beat both bottom lin...
Shopify$Shopify(SHOP.US$ was among Wall Street's favorites companies in 2020 and 2021. It went up by 4x since COVID low. But things turned sour quickly, between November 2021 and October 2022, the stock dropped by 84%! It had a decent run in 2023 along with other unprofitable companies, but a 16% drop post earnings might be a wake-up call to the investors.
On the surface, Shopify beat both bottom lin...
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ColumnAirbnb, STUNNING earnings result(Q4'2022)! But what are the risks?
$Airbnb(ABNB.US$
Airbnb $Airbnb(ABNB.US$ just released its Q4'2022 earnings result and the beat both bottom line (by 40%+) and top line. Airbnb is probably the very few tech companies in the bay area that are still hiring and expanding its headcount. What's so special about Airbnb?
Airbnb underperformed Nasdaq in the past year but the stock has done really well starting 2023
The story of Airbnb started in May, 2020. Due to the l...
Airbnb $Airbnb(ABNB.US$ just released its Q4'2022 earnings result and the beat both bottom line (by 40%+) and top line. Airbnb is probably the very few tech companies in the bay area that are still hiring and expanding its headcount. What's so special about Airbnb?
Airbnb underperformed Nasdaq in the past year but the stock has done really well starting 2023
The story of Airbnb started in May, 2020. Due to the l...
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ColumnIs Buy-Now-Pay-Later (BNPL) dead? Affirm's disastrous Q2'23 Earnings Analysis
$Affirm Holdings(AFRM.US$ Affirm, a BNPL tech company, did IPO in January 2021 and its stock has declined by ~90%. The main street media came up with a nick name: Buy Now Pay Never. The product is mainly targeted to low-income group by offering interest-bearing or interest-free installments. How do they make money? Collect interest from customers and Merchant revenue. BNPL should be really be considered and used as a m...
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Column30% Post-earning Drop, What's wrong with the recovery theme darling, Lyft?
$Lyft Inc(LYFT.US$
Lyft $Lyft Inc(LYFT.US$ and Uber$Uber Technologies(UBER.US$ were once the hot recovery trades, but why Uber's Q4 results were welcomed by the investors and Lyft's was not? Let's dive in.
Both companies’ stocks have been under-performing Nasdaq by a lot in the past year. And “a lot” is probably an understatement. They are direct competitors in the ride-sharing market. Uber has more global footprint and Lyft is mo...
Lyft $Lyft Inc(LYFT.US$ and Uber$Uber Technologies(UBER.US$ were once the hot recovery trades, but why Uber's Q4 results were welcomed by the investors and Lyft's was not? Let's dive in.
Both companies’ stocks have been under-performing Nasdaq by a lot in the past year. And “a lot” is probably an understatement. They are direct competitors in the ride-sharing market. Uber has more global footprint and Lyft is mo...
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ColumnWill Bob Iger save Disney this time? Investors are liking it so far!
$Disney(DIS.US$
Disney$Disney(DIS.US$ , one of the worst performers in Dow Jones$Dow Jones Industrial Average(.DJI.US$, which was the best performing index in U.S. in 2022, just released its Q1 2023 earnings. As someone who has followed the company for a few years, I would say this earnings call was probably one of the most direct and concise ones. Bob Iger laid out a plan to turn Disney around and it's a huge one. Let's dive in!
First...
Disney$Disney(DIS.US$ , one of the worst performers in Dow Jones$Dow Jones Industrial Average(.DJI.US$, which was the best performing index in U.S. in 2022, just released its Q1 2023 earnings. As someone who has followed the company for a few years, I would say this earnings call was probably one of the most direct and concise ones. Bob Iger laid out a plan to turn Disney around and it's a huge one. Let's dive in!
First...
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ColumnThis stock has massively outperformed its peers like NVDA and ASML, Here's why
The semi-conductor industry was Wall street's darling in 2020, and 2021. But it was the most hated sector in 2022 when things turned. Company like NVDA $NVIDIA(NVDA.US$ saw a peak to trough decline of 66% which is beyond anyone would've anticipated. And of course, the whole sector went down with it. The ishares ETF SOXX $iShares Semiconductor ETF(SOXX.US$ saw a 45% decline from the top. However, with that...
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ColumnCan Amazon hold its 1T dollar Market Cap? What went wrong?
Amazon $Amazon(AMZN.US$ dropped 8.4% post its Q4 earnings partially due to the weakness of the market and partially due to its disappointing numbers: topline slightly exceeded estimate and bottomline missed. Like other mega cap tech names, Amazon see no different but deteriorating margin.
North America net sales grew 13% YoY but operating loss widened YoY from $-206MM to $-240MM. If we looked back its previous quarters of North Americ...
North America net sales grew 13% YoY but operating loss widened YoY from $-206MM to $-240MM. If we looked back its previous quarters of North Americ...
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ColumnWhy Google has underperformed? $GOOG
The once market's darling, Alphabet $Alphabet-C(GOOG.US$ , underperformed its benchmark Nasdaq by 13% in the past year. GOOG and its buddies META$Meta Platforms(META.US$ and NFLX$Netflix(NFLX.US$ are all in the communication sector. The latter two outperformed GOOG by a lot in the past month. So what's wrong with GOOG? Let's dive in.
Google's business segments are divided into two: Google Service & Cloud.
First, let's talk about Google service. This part of...
Google's business segments are divided into two: Google Service & Cloud.
First, let's talk about Google service. This part of...
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