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Recently, US retail stocks have stirred up waves, $Best Buy (BBY.US)$ (NYSE: BBY) stock price dropped significantly, and the market reacted strongly. Although the company's recently announced Earnings Reports exceeded expectations, the latest import tariffs imposed by the Trump administration have raised concerns about its future profitability. For Best Buy, the rising costs of imported Commodities may compress the gross margin, impacting consumer demand and potentially affecting the entire Retail Trade market. Will this become a buying opportunity for long-term investors, or should caution be exercised? This article will interpret the investment opportunities and risks in this tariff storm for investors through Earnings Reports data, market trends, and Analyst Ratings.
Under the impact of tariffs, is Best Buy's profit margin restricted?
As one of the largest Consumer Electronics retailers in the USA, Best Buy has long relied on the China supply chain for products such as Television, computers, and home appliances. According to the Earnings Reports, the company's revenue in Q4 of fiscal year 2024 reached 14.5 billion USD, year-on-year growth 3.5%The net profit exceeded market expectations. However, despite the strong earnings report, the company's management admitted in the earnings call that import tariffs will become one of the major challenges in the fiscal year 2025.
The USA government has imposed a 10% - 25% tariff on imported goods from China, directly affecting Best Buy's product costs, especially laptops, smartphones,...
Under the impact of tariffs, is Best Buy's profit margin restricted?
As one of the largest Consumer Electronics retailers in the USA, Best Buy has long relied on the China supply chain for products such as Television, computers, and home appliances. According to the Earnings Reports, the company's revenue in Q4 of fiscal year 2024 reached 14.5 billion USD, year-on-year growth 3.5%The net profit exceeded market expectations. However, despite the strong earnings report, the company's management admitted in the earnings call that import tariffs will become one of the major challenges in the fiscal year 2025.
The USA government has imposed a 10% - 25% tariff on imported goods from China, directly affecting Best Buy's product costs, especially laptops, smartphones,...
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The terrible market in February is both frightening and exciting. After four consecutive days of decline, many high-quality Stocks are approaching technical support levels. Given that tomorrow NVIDIA's major exam will once again have a deep impact on the Large Cap trend, I will update the levels for everyone to operate. Due to the limited length of the post, please private message me if you want to know the specific operational logic.
First, hedging protection positions were partially closed this week. Loss in the hedging Account.
PLTR: Severely overvalued, but recently severely oversold, may welcome a rebound in sync with the Index.
NVIDIA adopts a Sell wide Options strategy in the range of $118-$143.
Sell NVDA 250228 143.00C
Sell NVDA 250228 118.00P
Google: The first strong support at $165-175 has arrived. In this Range, one can build a position or DCA for the first time according to their ability.
Sell Googl 250328 165P (approximately $200 premium)
Tesla: After a continuous drop from the high, it is approaching a 40% decline. At this level, I think there is little significance in choosing to Sell or stop-loss. It is close to the 200-day moving average, and the recent overselling may need some degree of correction. However, from a valuation perspective, let's lower the strike price to around $270, and we learn from the lady investor on Capitol Hill, opening a leap call.
Buy TSLA 260116 270.00C spent $8,000 to simulate holding 100 shares of Tesla for a swing trade. What do you think?
Microsoft: Overestimated for the entire fiscal year 2024, after this drop it begins...
First, hedging protection positions were partially closed this week. Loss in the hedging Account.
PLTR: Severely overvalued, but recently severely oversold, may welcome a rebound in sync with the Index.
NVIDIA adopts a Sell wide Options strategy in the range of $118-$143.
Sell NVDA 250228 143.00C
Sell NVDA 250228 118.00P
Google: The first strong support at $165-175 has arrived. In this Range, one can build a position or DCA for the first time according to their ability.
Sell Googl 250328 165P (approximately $200 premium)
Tesla: After a continuous drop from the high, it is approaching a 40% decline. At this level, I think there is little significance in choosing to Sell or stop-loss. It is close to the 200-day moving average, and the recent overselling may need some degree of correction. However, from a valuation perspective, let's lower the strike price to around $270, and we learn from the lady investor on Capitol Hill, opening a leap call.
Buy TSLA 260116 270.00C spent $8,000 to simulate holding 100 shares of Tesla for a swing trade. What do you think?
Microsoft: Overestimated for the entire fiscal year 2024, after this drop it begins...
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