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KevinZhang3 Private ID: 73172383
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    KevinZhang3 Set a live reminder
    Tesla Q1 2024 earnings conference call is scheduled for April 23, 5:30 PM ET /April 24, 5:30 AM SGT/April 24 at 8:30 AM AEST. Subscribe NOW to join the live earnings conference and hear directly from Tesla's management!
    Beat or Miss?
    What do you expect from Tesla's Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what Tesla's management has to say!
    Disclaimer:
    This presentation is for informational and educational use only and is not a recom...
    特斯拉 2024 Q1 业绩电话会
    Apr 23 16:30
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    1
    KevinZhang3 Set a live reminder
    $Meta Platforms(META.US)$
    Meta Platforms Q1 2024 earnings conference call is scheduled for Apr 24 at 5:00 PM ET /Apr 25 at 5:00 AM SGT/Apr 25 at 8:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
    Beat or Miss?
    What do you expect from Meta Platforms' Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
    Disclaimer:
    This presentation is for information and educational use only and is not a r...
    Meta Platforms Q1 2024 earnings conference call
    Apr 24 16:00
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    KevinZhang3 Set a live reminder
    $Alphabet-C(GOOG.US)$ $Alphabet-A(GOOGL.US)$
    Alphabet Q1 2024 earnings conference call is scheduled for April 25 at 4:30 PM ET /April 26 at 4:30 AM SGT /April 26 7:30 AM AEST. Subscribe to join the live earnings conference with management NOW!
    Beat or Miss?
    What do you expect from Alphabet's Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
    Disclaimer:
    This presentation is for information and educational use only an...
    Alphabet Q1 2024 earnings conference call
    Apr 25 15:30
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    KevinZhang3 commented on
    $Tesla(TSLA.US)$  laying off good for share price, go lean and productive..
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    KevinZhang3 commented on
    $Tesla(TSLA.US)$
    After a few days of shooting, it's almost broken. Where are Musk and Sister Wood's faces going. Can they believe it? From the beginning of the year to the current fall, from 299 to now, the beginning of the ninth month has been almost completely broken, is the stock still buying a lot? The trend has not changed at all, and there is nothing to buy in the direction of the average line! The more you buy your money, the more it shrinks, and the longer the trend changes. Can you buy so many stocks without him? Is your brain blocked by cement? Meta and Google are also good, and it is also difficult for multi-trend stocks not to buy and buy at low prices, just as Musk clarified today that after the fake news Musk clarified that the stock price will not go back, it means that they have no heart to let the stock go up at the opening. It's not long before the holiday news comes out, the fake news is basically It's time to plan well, because there are only Musk and the wooden sisters. Don't be fooled into waiting for your fortune to shrink.
    Translated
    1
    $Texas Instruments(TXN.US)$The stock price has shrunk 11% since it was selected in the March 2022 analysis because of the relatively large discounts on the valuation growth rate.
    Launched in 1953, it is mainly engaged in semiconductor design and manufacturing business. Global market, current price is 162.
    In the past 5 years, revenue grew in the middle 3 years from 2020 to 2022, shrank at an average growth rate of 2.1% in the first and last 2 years. Operating profit also increased in the middle 3 years, with an average growth rate of 0.8% and an average net profit growth rate of 3.2%.
    Currently, the price-earnings ratio is 22.9, and the dividend ratio is 3.1%. Based on a 5-year average net profit of 6.73 billion yuan, the price-earnings ratio is 21.9. The valuation is not low in terms of growth stocks or cyclical stocks, and is unattractive.
    Translated
    Let's talk about recent trending stocks
    $Advanced Micro Devices(AMD.US)$ , Alias: 1.5 times leverage to go long Nvidia
    $Super Micro Computer(SMCI.US)$ , Alias: Triple leverage to go long Nvidia
    $Taiwan Semiconductor(TSM.US)$ , Alias: High Dividend Edition Nvidia
    $ASML Holding(ASML.US)$ , Alias: Low Volatility Edition Nvidia
    $Tesla(TSLA.US)$ , reverse leverage to short Nvidia

    $NVIDIA(NVDA.US)$
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    While waiting nervously, let's write a paragraph
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    $Marvell Technology(MRVL.US)$In the March 2022 analysis, it was excluded because profits were too unstable, and the stock price has risen slightly by 2% so far.
    Launched in 2000, it is mainly a semiconductor solutions business for data infrastructure. Global market, current price is 69.66.
    In the past 5 years, revenue has increased for 4 years except 2020, with an average growth rate of 19.7%. Operating profit was lost from 2020 to 2022 due to excessive cost growth, profit was only made in 2023, and net profit was lost for 4 years in 2020 other than profit from business sales and income tax subsidies. Interest expenses account for 46% of operating profit in 2023, and the interest burden is extremely heavy. After falling from 50.9% to 46.3% in the past 5 years, gross margin recovered to 50.5% in 2023.
    In the first three quarters of 2024, revenue contracted by 9.3%, and operating profit and net profit fell back into loss.
    Currently, the market value is 60.3 billion, and the market sales ratio has reached 10.2, which lacks investment value.
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    $NVIDIA(NVDA.US)$ The $600 point reduction position locks in some profit
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    KevinZhang3 liked and commented on
    $Arm Holdings(ARM.US)$ Typical volume-price divergence, a sharp drop is imminent
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