$Tesla(TSLA.US$ Second best week of the year - sales are now only -9% YTD and -32% QTD. Elon's visit and deal will need to drive a rebound in sales for the region (none of which will have shown up yet in registration data).
As garyblack highlights below - yesterday's $25/sh move fully capitalized the best case scenario for China FSD.
As garyblack highlights below - yesterday's $25/sh move fully capitalized the best case scenario for China FSD.
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$Amazon(AMZN.US$ Earnings Setup - Will the Streak of Big, Positive Earnings Revisions Continue?
Despite solid stock performance, $Amazon(AMZN.US$ is actually cheaper into the print than last quarter as estimates continue to move higher.
Despite solid stock performance, $Amazon(AMZN.US$ is actually cheaper into the print than last quarter as estimates continue to move higher.
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$Meta Platforms(META.US$ , $Alphabet-A(GOOGL.US$ & $Microsoft(MSFT.US$ have confirmed that their AI capex will be reaccelerating over the next year.
This reaffirms that the ‘party will continue’ for hardware companies, which are expected to keep outperforming.
This is bullish for $NVIDIA(NVDA.US$ , $Super Micro Computer(SMCI.US$ , $Micron Technology(MU.US$ , $Broadcom(AVGO.US$ , $Advanced Micro Devices(AMD.US$ & $Marvell Technology(MRVL.US$ 🤩
This reaffirms that the ‘party will continue’ for hardware companies, which are expected to keep outperforming.
This is bullish for $NVIDIA(NVDA.US$ , $Super Micro Computer(SMCI.US$ , $Micron Technology(MU.US$ , $Broadcom(AVGO.US$ , $Advanced Micro Devices(AMD.US$ & $Marvell Technology(MRVL.US$ 🤩
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30-year fixed mortgage rates crossed 7% for the first time in 2024
$U.S. 10-Year Treasury Notes Yield(US10Y.BD$ $U.S. 30-Year Treasury Bonds Yield(US30Y.BD$
$U.S. 10-Year Treasury Notes Yield(US10Y.BD$ $U.S. 30-Year Treasury Bonds Yield(US30Y.BD$
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I've been looking into Trump Media ( $Trump Media & Technology(DJT.US$ ) and noticed some discrepancies in the reported numbers of outstanding shares, insider holdings, and the float. I'm hoping to get some insights from the community to better understand what's going on.
According to the information I found:
Trump Media has 136 million shares outstanding
The float (shares available for trading) is 36 million
Insiders ...
According to the information I found:
Trump Media has 136 million shares outstanding
The float (shares available for trading) is 36 million
Insiders ...
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1. $Arm Holdings(ARM.US$ provides the blueprint for processors.
2. $Taiwan Semiconductor(TSM.US$ manufactures the chips using equipment from $ASML Holding(ASML.US$ & $Lam Research(LRCX.US$ .
3. $NVIDIA(NVDA.US$ & $Advanced Micro Devices(AMD.US$ supply the GPUs and CPUs.
4. $Micron Technology(MU.US$ will then provide the memory tech for data storage.
5. $Super Micro Computer(SMCI.US$ & $Dell Technologies(DELL.US$ integrate...
2. $Taiwan Semiconductor(TSM.US$ manufactures the chips using equipment from $ASML Holding(ASML.US$ & $Lam Research(LRCX.US$ .
3. $NVIDIA(NVDA.US$ & $Advanced Micro Devices(AMD.US$ supply the GPUs and CPUs.
4. $Micron Technology(MU.US$ will then provide the memory tech for data storage.
5. $Super Micro Computer(SMCI.US$ & $Dell Technologies(DELL.US$ integrate...
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Correlations seem broken this week and all the gold and silver bugs are half in disbelief that gold is making new ATHs everyday and half celebrating that this is exactly what they have been waiting for for the past couple decades (lol).
Correlations seem to be breaking so do you all have any theories/predictions?
$Barrick Gold(GOLD.US$ $USD(USDindex.FX$ $Exxon Mobil(XOM.US$ $Occidental Petroleum(OXY.US$ $SPDR S&P 500 ETF(SPY.US$
Correlations seem to be breaking so do you all have any theories/predictions?
$Barrick Gold(GOLD.US$ $USD(USDindex.FX$ $Exxon Mobil(XOM.US$ $Occidental Petroleum(OXY.US$ $SPDR S&P 500 ETF(SPY.US$
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Let’s start by looking at the popular opinions on $Trump Media & Technology(DJT.US$ that are making the rounds.
Bear:
Trump Media & Technology Group does not have the fundamentals to justify its current evaluation.
This stock is largely dependent on a single individual, Donald Trump, who is undergoing a litany of legal cases. These cases will force him to loan or sell shares of $DJT, which would likely sink the share price.
The price is current at $60.00?! Ever...
Bear:
Trump Media & Technology Group does not have the fundamentals to justify its current evaluation.
This stock is largely dependent on a single individual, Donald Trump, who is undergoing a litany of legal cases. These cases will force him to loan or sell shares of $DJT, which would likely sink the share price.
The price is current at $60.00?! Ever...
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This might be the greatest piece of equity research I've ever seen😂 $Trump Media & Technology(DJT.US$ $Donald Trump(BK2592.US$
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Truth Social is being taken public through a SPAC.
In theory, Trump's shares will be worth $3B.
In reality, that valuation is insane -
Twitter - Valuation $12.5B with about 350M active users. $36/member.
Truth Social - $3B? With 2M users. This is $1500/member.
Happy to hear any thoughts on this disparity. But, to me, it looks like the $3B value is unsustainable. Even $100/member is high, and that is a $200M valuation.
$Digital World Acquisition Corp(DWAC.US$ $Donald Trump(BK2592.US$ $Twitter (Delisted)(TWTR.US$ $Meta Platforms(META.US$
In theory, Trump's shares will be worth $3B.
In reality, that valuation is insane -
Twitter - Valuation $12.5B with about 350M active users. $36/member.
Truth Social - $3B? With 2M users. This is $1500/member.
Happy to hear any thoughts on this disparity. But, to me, it looks like the $3B value is unsustainable. Even $100/member is high, and that is a $200M valuation.
$Digital World Acquisition Corp(DWAC.US$ $Donald Trump(BK2592.US$ $Twitter (Delisted)(TWTR.US$ $Meta Platforms(META.US$
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