zukG4HQuCI
liked
Last weekend, the international situation was extremely turbulent. For the first time in history, Iran carried out a large-scale attack on mainland Israel, using missiles and drones. Although US President Joe Biden indicated to Israeli Prime Minister Binyamin Netanyahu on the phone that the US does not support Israel's countermeasures, the Iranian military has stated that its military operation has ended. Although this conflict has attracted international attention, it appears that it will not escalate further, as Iran's move may be aimed at showing internal determination; as long as Israel does not react violently, the situation may gradually calm down.
In the economic sector, the latest consumer price index (CPI) data exceeded market expectations, heightened concerns about continued inflation, and cooled investors' expectations that the Federal Reserve might cut interest rates soon. Tonight, the US will release important retail sales data, which will provide the Federal Reserve with more clues about the state of the domestic economy. Furthermore, on April 18, the Federal Reserve will release its Beige Book on the state of the economy, reporting in detail on inflation, employment, and economic prospects, which will have an important impact on future monetary policy decisions of Fed officials.
Last week, due to the dual effects of inflation concerns and geopolitical instability, the three major indices of the US stock market fell. This week's market focus will shift to earnings reports from companies including Goldman Sachs, Morgan Stanley, Bank of America, Asmack, TSMC, and Netflix. These reports will once again test the profitability of major companies. In the current complex macro environment, investors need to pay close attention to these financial indicators and corporate performance in order to better overcome weaknesses and stay strong.
$ASML Holding(ASML.US$ $Netflix(NFLX.US$ $Goldman Sachs(GS.US$ $JPMorgan(JPM.US$ $Bank of America(BAC.US$ $Taiwan Semiconductor(TSM.US$
...
In the economic sector, the latest consumer price index (CPI) data exceeded market expectations, heightened concerns about continued inflation, and cooled investors' expectations that the Federal Reserve might cut interest rates soon. Tonight, the US will release important retail sales data, which will provide the Federal Reserve with more clues about the state of the domestic economy. Furthermore, on April 18, the Federal Reserve will release its Beige Book on the state of the economy, reporting in detail on inflation, employment, and economic prospects, which will have an important impact on future monetary policy decisions of Fed officials.
Last week, due to the dual effects of inflation concerns and geopolitical instability, the three major indices of the US stock market fell. This week's market focus will shift to earnings reports from companies including Goldman Sachs, Morgan Stanley, Bank of America, Asmack, TSMC, and Netflix. These reports will once again test the profitability of major companies. In the current complex macro environment, investors need to pay close attention to these financial indicators and corporate performance in order to better overcome weaknesses and stay strong.
$ASML Holding(ASML.US$ $Netflix(NFLX.US$ $Goldman Sachs(GS.US$ $JPMorgan(JPM.US$ $Bank of America(BAC.US$ $Taiwan Semiconductor(TSM.US$
...
Translated
15
1
zukG4HQuCI
liked
To be honest, this month was pretty volatile for me. I purchased SOUN based on some speculation without prior research, please don't take the risk like I did.
Sold off SOUN and the SOUN options for a good profit. Made good money with Micron technology call option during the earnings.
Currently holding NVDA at 4+ stocks and purchased the MU call options. I am more focused on buliding my cash portfolio at the time being.
Nevertheless, please be rational and wise in making yo...
Sold off SOUN and the SOUN options for a good profit. Made good money with Micron technology call option during the earnings.
Currently holding NVDA at 4+ stocks and purchased the MU call options. I am more focused on buliding my cash portfolio at the time being.
Nevertheless, please be rational and wise in making yo...
17
2
zukG4HQuCI
liked and commented on
I own both $Tesla(TSLA.US$ and $Lucid Group(LCID.US$ in a ratio of 2:1. Both of these fine car manufacturers have been good for my portfolio. I'll keep building on both as I see some dips and I have cash.
It doesn't matter which of the two wins, because in the end I WIN. That's what matters
It doesn't matter which of the two wins, because in the end I WIN. That's what matters
46
16
zukG4HQuCI
reacted to
$NVIDIA(NVDA.US$ The stock split did wonders for the price appreciation. It brought a lot of interest and still does. A lot of people were eager to get a piece of the pie. As momentum grows, so does the risk but I believe NVDA will reach $400 in the next 3-4 months. Next earnings report will show us the way into 2022.
I'm holding my shares, I won't sell them ... let's see what will happen but at this pace we might scratch 1T in the next 12-16 months.
I'm holding my shares, I won't sell them ... let's see what will happen but at this pace we might scratch 1T in the next 12-16 months.
13
zukG4HQuCI
liked and commented on
$Intel(INTC.US$'s problems have been largely a result of poor execution. I worked there in process TD for 30 years. The culture had deteriorated with too many VP’s, Fellows, abandonment of core values that made it successful and infection of wokeness. Intel needs to start delivering. Executing their technology road map is a good place to start. Show me.
5
1
zukG4HQuCI
liked
$Alibaba(BABA.US$ Only 15% down, ANT should be valued as a traditional bank now. The valuation should be a fraction of its IPO valuation, or just about 15% IPO pricing.
8
1
zukG4HQuCI
liked and commented on
$Affirm Holdings(AFRM.US$ shares slip 1.9% in premarket trading after rival $AFTERPAY LTD SPONS ADS ECH REP 1 ORD SHS(AFTPY.US$ introduces a Buy Now, Pay Later subscription service in the U.S.
Afterpay stock gains 0.9%.
Merchants, including Fabletics, IPSY, BoxyCharm, and Savage X Fenty, will be among the first to offer consumers the option to pay for recurring purchases in installments starting early next year.
The new service allows qualified merchant partners to potentially offer Afterpay for everyday payment needs including gym memberships, entertainment subscriptions, online services and more.
The subscriptions will be available to consumers across online platforms in the U.S. and Australia by early 2022, with plans to extend the feature in-store and to other regions including Canada, New Zealand, the U.K., and Europe.
$PayPal(PYPL.US$, which also has a BNPL service, drops 0.7% in premarket trading.
In August, $Block(SQ.US$ agreed to buy Afterpay for ~$29B in stock.
Afterpay stock gains 0.9%.
Merchants, including Fabletics, IPSY, BoxyCharm, and Savage X Fenty, will be among the first to offer consumers the option to pay for recurring purchases in installments starting early next year.
The new service allows qualified merchant partners to potentially offer Afterpay for everyday payment needs including gym memberships, entertainment subscriptions, online services and more.
The subscriptions will be available to consumers across online platforms in the U.S. and Australia by early 2022, with plans to extend the feature in-store and to other regions including Canada, New Zealand, the U.K., and Europe.
$PayPal(PYPL.US$, which also has a BNPL service, drops 0.7% in premarket trading.
In August, $Block(SQ.US$ agreed to buy Afterpay for ~$29B in stock.
47
12
zukG4HQuCI
liked
$S&P 500 Index(.SPX.US$ So true to watch the $U.S. 10-Year Treasury Notes Yield(US10Y.BD$:
If the rate stays below 2%, the bubble will continue to expand.
2%-4%, market neutral.
Over 5%? POP goes the weasel.
If the rate stays below 2%, the bubble will continue to expand.
2%-4%, market neutral.
Over 5%? POP goes the weasel.
35
6
zukG4HQuCI
liked
Some start to realize that $XPeng(XPEV.US$ will deliver what $NIO Inc(NIO.US$ (the investors' overhyped darling) promised: solid growth with good products-- the best self-driving car in China, no competition.
$Tesla(TSLA.US$ is also hiding in the bushes - P7 sedan: 30% more sales than Tesla 3 in Q3- I can't wait for P5 compact sedan to finish Tesla off finally - Tesla is beaten in China and probably soon in Europe - combined over 80% of car market globally?
I also forecasted (end 2020) that it should pass 100k car per year capacity. Staggering growth vs. NIO (yes! the Chinese Tesla!). I am curious also about their deployment in Europe.
Finally, $Li Auto(LI.US$, $BYD Co.(BYDDF.US$ are also interesting plays but without the finesse and tech of XPEV.
$Tesla(TSLA.US$ is also hiding in the bushes - P7 sedan: 30% more sales than Tesla 3 in Q3- I can't wait for P5 compact sedan to finish Tesla off finally - Tesla is beaten in China and probably soon in Europe - combined over 80% of car market globally?
I also forecasted (end 2020) that it should pass 100k car per year capacity. Staggering growth vs. NIO (yes! the Chinese Tesla!). I am curious also about their deployment in Europe.
Finally, $Li Auto(LI.US$, $BYD Co.(BYDDF.US$ are also interesting plays but without the finesse and tech of XPEV.
45
4