Turning up from 50Ma .
$PRADA(01913.HK)$

As the Fed turn back to higher for longer, zombie firms in $Ishares Russell 2000 Value Etf(IWN.US)$ will suffer. They are much more sensitive to interest rate than the big firms in $SPDR S&P 500 ETF(SPY.US)$, that’s why they fall whe the big names indexes are still in greens. Stocks in the $Russell 2000 Index(.RUT.US)$ are chasing the rise of $S&P 500 Index(.SPX.US)$.
They are no gainer this month, however market apetite is still high. I choose sell call to benefit from this follower suffer marke...

Following last week's flurry of macroeconomic news, this week's focus shifts back to company matters. The US is where most of the main corporate action is taking place, with banks such as $高盛(GS.US)$,$美国银行(BAC.US)$, and$摩根士丹利(MS.US)$, as well as $奈飞(NFLX.US)$, emerging as standout performers as the quarterly earnings season kicks off again.
The Bank of Canada will be focused on the March Canadian consumer price index report ...

$Lucid Group(LCID.US)$ 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.