Sandy向日葵
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I'm extremely satisfied with the Q1 performance, which was quite strong. Revenue hit a record of $64 billion, up 12% year over year; operating cash flow reached $29.6 billion. How to view the decline? The decline is an opportunity. The CEO is stepping down but will remain as chairman of the board; patience is key
Adobe's full-year free cash flow (after deducting stock-based compensation) may reach $9 billion. I feel that the current share price is in the bottom area. With strong performance support, if you've been shaken out, it might be time to reconsider your investment approach. On the contrary, this feels like an opportunity to increase holdings; for those caught holding at a loss, selling Adobe to buy something else could be the most dangerous move
Adobe's full-year free cash flow (after deducting stock-based compensation) may reach $9 billion. I feel that the current share price is in the bottom area. With strong performance support, if you've been shaken out, it might be time to reconsider your investment approach. On the contrary, this feels like an opportunity to increase holdings; for those caught holding at a loss, selling Adobe to buy something else could be the most dangerous move
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Sandy向日葵
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Sandy向日葵
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$NVIDIA (NVDA.US)$ GTC once surged to 210 within three days. Guess how much buzz this year's unprecedented product launch will generate.
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This morning, as soon as I opened my eyes, oil prices continued to pull back.
Looking back after this round of conflict erupted, crude oil prices once surged to near $120, but then quickly retreated. Even if the conflict becomes prolonged, it seems oil prices lack momentum for further significant increases.
Apart from seeing through Trump's TACO, another important reason is that the market has started looking for 'alternative pathways'.。
In fact, many institutions are now assessing:
even if risks emerge in the Strait of Hormuz, global energy supplies still have a certain 'buffer capacity.'
Once oil prices exceed the $60 mark, it essentially surpasses the production cost of US shale oil, which also implies a natural increase in crude oil supply.
In other words:
A long-term substantial spike in oil prices is actually not easy to sustain.
Looking back at the Russia-Ukraine conflict, oil prices also struggled to remain high for an extended period.
The supply side is preparing 'contingency plans'
Based on the latest supply news:
– G7 countries are discussing whether to release strategic petroleum reserves (SPR).
– The International Energy Agency (IEA) has also proposed the possibility of coordinated reserve releases.
– Middle Eastern countries are considering transport solutions that bypass key straits.
This means that if the situation worsens, the market is not entirely without the ability to respond.
Many people are familiar with the traditional crude oil transport route: Middle East → Strait of Hormuz → Arabian Sea → Asia / Europe.
But in reality, Saudi Arabia has long prepared a backup channel。沙特东西石油管道（East-West P...
Looking back after this round of conflict erupted, crude oil prices once surged to near $120, but then quickly retreated. Even if the conflict becomes prolonged, it seems oil prices lack momentum for further significant increases.
Apart from seeing through Trump's TACO, another important reason is that the market has started looking for 'alternative pathways'.。
In fact, many institutions are now assessing:
even if risks emerge in the Strait of Hormuz, global energy supplies still have a certain 'buffer capacity.'
Once oil prices exceed the $60 mark, it essentially surpasses the production cost of US shale oil, which also implies a natural increase in crude oil supply.
In other words:
A long-term substantial spike in oil prices is actually not easy to sustain.
Looking back at the Russia-Ukraine conflict, oil prices also struggled to remain high for an extended period.
The supply side is preparing 'contingency plans'
Based on the latest supply news:
– G7 countries are discussing whether to release strategic petroleum reserves (SPR).
– The International Energy Agency (IEA) has also proposed the possibility of coordinated reserve releases.
– Middle Eastern countries are considering transport solutions that bypass key straits.
This means that if the situation worsens, the market is not entirely without the ability to respond.
Many people are familiar with the traditional crude oil transport route: Middle East → Strait of Hormuz → Arabian Sea → Asia / Europe.
But in reality, Saudi Arabia has long prepared a backup channel。沙特东西石油管道（East-West P...
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$Advanced Micro Devices (AMD.US)$ Why the sudden surge
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$NVIDIA (NVDA.US)$ Hope GTC ends with a strong and sustained upward trend
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$Advanced Micro Devices (AMD.US)$ Wait for the price to drop further to add pressure and lower the cost basis
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