Moomoo NX is great for traders! I appreciate the ability to customize alerts based on price movements and indicators. Plus, the multi-screen feature and advanced charts make analyzing stocks a breeze.
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$Taiwan Semiconductor (TSM.US)$ just reported earnings; revenue +36% Y/Y $23.5B (beat). Gross margin 58%.
$Taiwan Semiconductor (TSM.US)$ just showed you that the real $ASML Holding (ASML.US)$ issue was $Taiwan Semiconductor (TSM.US)$ dominating the foundry business & boxing everyone else out. 3nm & 5nm = 51% of revenue now.
As I said many times $Taiwan Semiconductor (TSM.US)$ dominates!
$Taiwan Semiconductor (TSM.US)$ just showed you that the real $ASML Holding (ASML.US)$ issue was $Taiwan Semiconductor (TSM.US)$ dominating the foundry business & boxing everyone else out. 3nm & 5nm = 51% of revenue now.
As I said many times $Taiwan Semiconductor (TSM.US)$ dominates!
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$Bank of America (BAC.US)$
✅Consumer loans/leases were up 1% - slight uptick, that's a modest increase
✅Net Charge Offs flat $1.5 billion - this is a positive economic indicator
✅Consumer Charges Offs increase of $264 million from Q3 2023 to $1.2 billion - this doesn't worry me, these numbers during Covid were at historical lows and are slowly rising
✅Net Charge Off ratio dropped .01% to .58% from Q2 2024 - this is healthy
✅Consu...
✅Consumer loans/leases were up 1% - slight uptick, that's a modest increase
✅Net Charge Offs flat $1.5 billion - this is a positive economic indicator
✅Consumer Charges Offs increase of $264 million from Q3 2023 to $1.2 billion - this doesn't worry me, these numbers during Covid were at historical lows and are slowly rising
✅Net Charge Off ratio dropped .01% to .58% from Q2 2024 - this is healthy
✅Consu...
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Jefferies out making the call that $NVIDIA (NVDA.US)$ data center revenue in 2025 may be closer to $210 billion vs $170-$180 billion consensus driven by $Taiwan Semiconductor (TSM.US)$ ramping CoWoS (advanced packaging) to 70,000+ WPM in 2025.
Add to that the comments from NVDA and Hon Hai that Blackwell demand is strong = NVDA going higher the last two days and helping to fuel the “AI infrastructure” trade of late.
At $210 billion data center revenue in CY 2025, what does NVDA 2025 EPS look like? $5.00...
Add to that the comments from NVDA and Hon Hai that Blackwell demand is strong = NVDA going higher the last two days and helping to fuel the “AI infrastructure” trade of late.
At $210 billion data center revenue in CY 2025, what does NVDA 2025 EPS look like? $5.00...
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Another day for the record books in Hong Kong !
The Hang Seng Tech Index closed 6.7% higher, bringing the 6-day gains to 28.3%! $KraneShares CSI China Internet ETF (KWEB.US)$ $KRANESHARES HANG SENG TECH INDEX ETF (KTEC.US)$ $Direxion Daily CSI China Internet Index Bull 2x Shares ETF (CWEB.US)$
The following CN tech names have the biggest premiums to their respective ADR close as of Friday:
$Alibaba (BABA.US)$ 5.6% premium
$JD.com (JD.US)$ 7.9%
$Bilibili (BILI.US)$ 8.9%
$Weibo (WB.US)$ 5.9%
$NIO Inc (NIO.US)$ 11.3% 🔥🔥🔥...
The Hang Seng Tech Index closed 6.7% higher, bringing the 6-day gains to 28.3%! $KraneShares CSI China Internet ETF (KWEB.US)$ $KRANESHARES HANG SENG TECH INDEX ETF (KTEC.US)$ $Direxion Daily CSI China Internet Index Bull 2x Shares ETF (CWEB.US)$
The following CN tech names have the biggest premiums to their respective ADR close as of Friday:
$Alibaba (BABA.US)$ 5.6% premium
$JD.com (JD.US)$ 7.9%
$Bilibili (BILI.US)$ 8.9%
$Weibo (WB.US)$ 5.9%
$NIO Inc (NIO.US)$ 11.3% 🔥🔥🔥...
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In the midst of this China rally, which undervalued gems are still catching your fancy for some sky-high growth potential? Are we too late into entering the market? Or are we just getting started... Let's hear your thoughts and drop some ticker symbols you're digging into!
$Alibaba (BABA.US)$ $JD.com (JD.US)$ $Direxion Daily FTSE China Bull 3X Shares ETF (YINN.US)$ $PDD Holdings (PDD.US)$
$Alibaba (BABA.US)$ $JD.com (JD.US)$ $Direxion Daily FTSE China Bull 3X Shares ETF (YINN.US)$ $PDD Holdings (PDD.US)$
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$Amazon (AMZN.US)$ Prime Video Ads will be a big contributor to $AMZN's already high-growing ad business.
The Information reporting that $AMZN Prime Video upfront ad commitment exceeded their goals of $1.8B for next year.
For comparison even though $Netflix (NFLX.US)$ ads have been introduced sooner they only drew several hundred million dollars in upfronts.
The thesis here is simple IMO. $AMZN is the only streamer that can offer targeting streaming ads based on user shopping behaviour. This...
The Information reporting that $AMZN Prime Video upfront ad commitment exceeded their goals of $1.8B for next year.
For comparison even though $Netflix (NFLX.US)$ ads have been introduced sooner they only drew several hundred million dollars in upfronts.
The thesis here is simple IMO. $AMZN is the only streamer that can offer targeting streaming ads based on user shopping behaviour. This...
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Trading FOMC increasingly seems to me like a bad idea. Anyone ever actually made money trading FOMC day?
Higher than expected rate cuts should make stocks go up.. right?
I think I’m done trying to trade macro news. Technical analysis & charts it is. Markets response to news is incredibly unpredictable, technical analysis is frowned upon but has proven a lot more reliable in my experience
Would love to know thoughts
$S&P 500 Index (.SPX.US)$
Higher than expected rate cuts should make stocks go up.. right?
I think I’m done trying to trade macro news. Technical analysis & charts it is. Markets response to news is incredibly unpredictable, technical analysis is frowned upon but has proven a lot more reliable in my experience
Would love to know thoughts
$S&P 500 Index (.SPX.US)$
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Two big updates from Andy Jassy today:
- Taking a buzzsaw to middle management
- Return to Office 5 days a week
$Amazon (AMZN.US)$ has been dead money for 4 years. Time to crack some skulls
- Taking a buzzsaw to middle management
- Return to Office 5 days a week
$Amazon (AMZN.US)$ has been dead money for 4 years. Time to crack some skulls
While $Amazon (AMZN.US)$ $Microsoft (MSFT.US)$ may overbuild in the short term if AI demand weakens, they are not renting GPUs at a loss. They've been very clear that capex is fungible for other purposes if demand disappoints vs. forecasts, perhaps w/ some time lag (would be more concerned abt others like $Oracle (ORCL.US)$ / Coreweave recovering ROI in a downside case).
The debate regarding AI capex ROIC s...
The debate regarding AI capex ROIC s...
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