Hello, everyone, and welcome back to moomoo. I'm Options Explorer.
Today, in our [Options ABC] series, I'll be discussing the Gamma Scalping strategy.
As significant earnings reports from Delta Air Lines, , $JPMorgan(JPM.US)$, $Delta Air Lines(DAL.US)$, $Wells Fargo & Co(WFC.US)$， and $Citigroup(C.US)$ kick off the US stock market's first-quarter earnings season of 2024, market volatility may present a potential opportunity...

MA’s is flattering for bitcoin halving countdown. As long as it holds above TL or preious low, it is ok to do some sideways action.
$iShares Bitcoin Trust(IBIT.US)$

$NVIDIA(NVDA.US)$
nice catch. enough for today. good night

$Lucid Group(LCID.US)$ Lucid is making some very nice EVs but they are in the luxury class with no plans to dip down in to the Model 3/Y market. Good luck to them but they will not be a threat to $Tesla(TSLA.US)$ for a very long time.

$Intel(INTC.US)$is definitely undervalued, however $Advanced Micro Devices(AMD.US)$will grow into it's current valuation allot quicker than expected. Inclusive of $Xilinx(XLNX.US)$, AMD can realistically hit $30B revenue by the end of 2022. Demand for their high margin server and HPC products is insane, and Intel won't have anything to compete till 2025. SR won't be out till around 2Q or 3Q 22 and 5nm Genoa is already sampling to customers. 128 core Zen4c Bergamo will be out in 1Q23 and there is no way Intel is getting on 3nm before $Apple(AAPL.US)$does in 1Q23.

$Apple(AAPL.US)$ Two things Apple could do to minimize the impact if they are forced to allow third party app stores:
1) don't allow developers to offer an app on both Apple's App Store and a third party app store. If they offer it on the third party app store it is removed from Apple's App Store. That will prevent developers of popular apps like Facebook from making them also available on third party app stores and legitimizing them in consumer's minds.
2) have iOS only support one app store at a time. If you switch to another app store your Apple App Store apps stop getting updates. You could switch back after installing an app from another app store, but then that app would not be updated unless you later switched again to check for updates.

So Cathie’s solution to $ARK Innovation ETF(ARKK.US)$'s decline from 120 to 108 is stay long ARKK’s overvalued formerly momentum stocks and start fading value?
Very curious what they will define as value. Bank stocks? $Coca-Cola(KO.US)$ and $PepsiCo(PEP.US)$? $Unity Software(U.US)$? $Exxon Mobil(XOM.US)$?
Cathie Wood comes off as being very close to desperate.
I imagine that their market feedback is showing that her policy of selling winner portfolio stocks and buying even more overvalued high risk/no or weak earnings stocks is wearing thin.
The trail of failure is pretty pronounced
$Palantir(PLTR.US)$
$Roku Inc(ROKU.US)$
$DraftKings(DKNG.US)$
$Zillow-C(Z.US)$
Just to name a few.

It's that time of year for $Disney(DIS.US)$ annual report, and poring through its length gives some clues to the company's investment plans ahead.
Coming to the forefront of key questions for streaming services is the still-growing need for ever more content to feed them; Disney's no exception there, and it gave considerable attention on its earnings call earlier this month to the rebound it expects when the programs it's planning make their way through the pipe.
The annual report gives an indicator of Disney's seriousness there. It currently expects fiscal 2022 spend on "produced and licensed content, including sports rights" to be as much as $33 billion - about $8 billion more than an already-high 2021 figure.
That boost is "driven by higher spend to support our (direct-to-consumer) expansion and generally assumes no significant disruptions to production due to COVID-19," the company says.
As for corporate-wide capital expenditures, it's looking to raise those in 2022 to $6.1 billion from 2021's total of $3.6 billion, expecting "higher spending on cruise ship fleet expansion, corporate facilities and production facilities and technology" at its Disney Media and Entertainment Distribution segment.
The report also lays out the number of subscribers to Disney's linear pay-TV channels, and they indicate a still-hefty decline in ESPN subs, among the priciest in all of pay television.
Domestic subscribers to ESPN fell to 76 million from 2020's 84 million. (Considering bundling, 76 million also represents the number of subs for Disney Channel, ESPN 2, Freeform, and National Geographic.) For the Fox channels it inherited in its acquisition of those media assets, FX had 77 million subscribers in 2021, while FXX had 72 million and FXM 47 million.
On an international basis, Disney Channel has 162 million subscribers; ESPN has 64 million; Fox has 184 million; and National Geographic 320 million. Star General Entertainment has 132 million subs while Star Sports has 84 million.
Disney's expecting to rule the long holiday weekend at the box office with the most recent release from its animation department, Encanto.