Daddy Han
voted
$Apple(AAPL.US$ $Rivian Automotive(RIVN.US$
👉 Key Highlights:
📍 Apple rumored to be in discussions with EV maker Rivian for a potential partnership.
📍 Talks come after the cancellation of Apple's Project Titan car initiative.
📍 Rivian stock surged 8% in premarket trading; Apple stock saw modest gains.
📍 Both companies have key events this week: Apple's product launch and Rivian's earnings report.
📍 Details of the potential partnership remai...
👉 Key Highlights:
📍 Apple rumored to be in discussions with EV maker Rivian for a potential partnership.
📍 Talks come after the cancellation of Apple's Project Titan car initiative.
📍 Rivian stock surged 8% in premarket trading; Apple stock saw modest gains.
📍 Both companies have key events this week: Apple's product launch and Rivian's earnings report.
📍 Details of the potential partnership remai...
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Daddy Han
voted
Morning mooers! It is Wednesday, April 23rd, and the market is open and reaching for the green, but by the numbers, most equities are red. My name is Kevin Travers, and here are your morning moovers today:
MOOVERS
$Tesla (TSLA.US)$ climbed 11% after its Tuesday night earnings showed EPS and revenue lower by $2B than expected. During the firm's earnings call, Tesla Chief Elon Musk said they would announce a robotaxi app on Aug 8th.
$Old Dominion Freight Line (ODFL.US)$ was the l...
MOOVERS
$Tesla (TSLA.US)$ climbed 11% after its Tuesday night earnings showed EPS and revenue lower by $2B than expected. During the firm's earnings call, Tesla Chief Elon Musk said they would announce a robotaxi app on Aug 8th.
$Old Dominion Freight Line (ODFL.US)$ was the l...
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Daddy Han
liked
Since ChatGPT's debut at the end of 2022, semiconductor companies have been among the early beneficiaries of the current AI wave, with their stock prices soaring for 17 months. As of the latest update, the $PHLX Semiconductor Index(.SOX.US$ has risen by over 130% from its low point in October 2022, while $NVIDIA(NVDA.US$, known as the face of AI, has seen its stock price increase by thirteenfold. Against this backdrop, some...
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Daddy Han
commented on
$Tesla(TSLA.US$ hoping to ride a bounce like on trampoline. may be a small jump to enjoy the year end. ![]()
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Yeah May be.. a tiny bounce.
Daddy Han
liked
Cathie Wood $ARK Innovation ETF(ARKK.US$ has purchased 672,966 shares of $Palantir(PLTR.US$ .
Palantir dropped 10% today on a report by $Morgan Stanley(MS.US$ arguing for a $9 PT, signaling shares have a 45% downside risk from current levels.
Cathie decided to buy the 10% dip — her first buy since July.
$ARK Next Generation Internet ETF(ARKW.US$ $ARK Fintech Innovation ETF(ARKF.US$
Palantir dropped 10% today on a report by $Morgan Stanley(MS.US$ arguing for a $9 PT, signaling shares have a 45% downside risk from current levels.
Cathie decided to buy the 10% dip — her first buy since July.
$ARK Next Generation Internet ETF(ARKW.US$ $ARK Fintech Innovation ETF(ARKF.US$
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Daddy Han
liked
Bull reason 1: Massive buybacks & Costs optimization
Alphabet is one of the top 5 largest companies in terms of buyback volume in the US market. The stock repurchases totaled $29.5 billion since the start of the year at the end of Q2.
IN THE MEANTIME,During a conference call, top management basically said that cost structure optimization is not a quick process, and therefore the main effect will be noticeable only in 2024.
Shareholders would benefit directly f...
Alphabet is one of the top 5 largest companies in terms of buyback volume in the US market. The stock repurchases totaled $29.5 billion since the start of the year at the end of Q2.
IN THE MEANTIME,During a conference call, top management basically said that cost structure optimization is not a quick process, and therefore the main effect will be noticeable only in 2024.
Shareholders would benefit directly f...
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$Sea(SE.US$ A sailor went to sea, sea, sea, to see what he could see, see, see. But all that he could see, see, see was the bottom of the deep blue sea, sea, sea.
1
Daddy Han
liked
The $S&P 500 Index(.SPX.US$ 7, also known as$NVDA$AAPL$TSLA$MSFT$GOOGL$METAand$AMZN, is now up roughly 60% YTD.
Meanwhile, the remaining 493 companies in the S&P 500 are now up just 3% YTD.
All together, the S&P 500 is up 15% YTD.
These 7 tech stocks now represent ~30% of the entire S&P 500.
The entire market is being held up by the AI trend.
The surge in the top 7 stocks compared to the rest of the S&P 500 can be seen below.
As the AI trend began to gain momentum this year, we saw the ga...
Meanwhile, the remaining 493 companies in the S&P 500 are now up just 3% YTD.
All together, the S&P 500 is up 15% YTD.
These 7 tech stocks now represent ~30% of the entire S&P 500.
The entire market is being held up by the AI trend.
The surge in the top 7 stocks compared to the rest of the S&P 500 can be seen below.
As the AI trend began to gain momentum this year, we saw the ga...
15
Daddy Han
liked
- TSLA run up has been largely driven by options squeezing with many gaps left along the way
- We should all be cautious and observe when the market wants to let it go as there is lack of real support all the way down to 190
- Structural resistance is at 255 to overcome
- TSLA need to stay up above 231 coming week to remain on its mar...
- We should all be cautious and observe when the market wants to let it go as there is lack of real support all the way down to 190
- Structural resistance is at 255 to overcome
- TSLA need to stay up above 231 coming week to remain on its mar...
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