Despite a low ROCE compared to industry average, the company's transition into profitability and increasing capital employment suggest growth potential. The stock's 30% fall over the last year could be an investment opportunity.
Shareholders keep faith in Full Truck Alliance's growth potential, preserving a high P/S ratio. The projected strong future revenues are expected to continue supporting the share price.
Tesla's share price is near an inflection point. There could possibly be a very good short-term trade opportunity next week. $テスラ(TSLA.US)$ Tesla has been in a bear market since the beginning of 2022. So the long-term trend is down so far. In the medium term, since the beginning of this year, TSLA's share price has rallied over 100%. But the short-term trend has been downward for the past couple of months. In the chart below, I have highlighted the su...
SpyderCallスレ主MonkeyGee:
You are welcome. It wasn't too difficult. The hardest part was translating it from my brain to paper and making it understandable.
Sector Rotation Tech has been killing it in the market this year, thanks to the artificial intelligence boom. The tech sector has lifted the entire market while other sectors have greatly underperformed. Occasionally, an overheated sector will begin to cool off as investors rotate their capital into underperforming sectors in expectation of a broadening rally or a change in the economy. Even the NASDAQ announced a special rebalancing later this month, ...
SpyderCallスレ主Silverbat:
A soft landing is what I see playing out on the economic data. I think the market is already pricing in the soft landing possibly. But I'm not certain on that. One thing that could be a worry is if inflation falls too fast and for too long. this would be very bad for any economy.
SpyderCallスレ主Silverbat:
Who knows. Europe, UK, and Australia paused and then hiked again. They haven't signaled a pause yet. However, the Fed has signaled a decrease in interest rates going further, so it will take a big increase in inflation to change that narrative. But anything can happen in these crazy markets
$恐怖指数 CBOE Volatility S&P 500(.VIX.US)$$SPDR S&P 500 ETF(SPY.US)$$プロシェアーズ・ウルトラVIX短期先物ETF(UVXY.US)$ VIX had a major gap up overnight with a big spike in volume. SPY opened up today with a big gap down in price as investors shorted the market. Is it a good time to short the market after this huge rally? Or will the shorts that pushed the VIX up overnight get squeezed again like they did last April. Don't fomo or pan...
Narrative vs. Sentiment The narrative in world markets changes regularly. These narratives control market sentiment and essentially direction of price action within the markets. Market narratives range from a global pandemic, war, skyrocketing inflation or interest rates, slowing economic data, recession fears, or even improving economic data. Instances like these occur on a regular basis, and they can change the direction in markets. Ge...
SpyderCallスレ主iamiam:
right. that is why home builders numbers are up. they are trying to catch up the the demand. this should effect housing prices. Actually this past economic data showed that housing prices fell more last month than they have fallen in over 30 years. Powell said there should be a housing correction but since the pandemic housing prices have only gone up. This is the first drop in a while and it is a big one. Maybe this is just the tip of the iceburg. I cant call this one but i will be ready for the ride which ever direction it goes.
iamiamSpyderCallスレ主:
I think that's misleading because my area is building houses like crazy and my home value keeps going up. there is no drop on prices here only increases. what that number is reflecting is an exodus from large population centers like California, new York, illinois to lower one's. the problem we have is no one wants to sell here.
フル・トラック・アライアンスに関するコメント
$テスラ(TSLA.US)$
Tesla has been in a bear market since the beginning of 2022. So the long-term trend is down so far. In the medium term, since the beginning of this year, TSLA's share price has rallied over 100%. But the short-term trend has been downward for the past couple of months.
In the chart below, I have highlighted the su...
Gap Ups
1. $グラブ ホールディングス A(GRAB.US)$ - up 3.3%
2. $ブラジル石油公社(PBR.US)$ - up 3.0%
3. $ブラジル中央電力・ADR(EBR.US)$ - up 2.7%
4. $フル・トラック・アライアンス(YMM.US)$ - up 2.5%
5. $アングロゴールド アシャンテ(AU.US)$ - up 2.5%
6. $ゴールドフィールズ(GFI.US)$ - up 2.5%
7. $ウィリアムズ ソノマ(WSM.US)$ - up 1....
Tech has been killing it in the market this year, thanks to the artificial intelligence boom. The tech sector has lifted the entire market while other sectors have greatly underperformed.
Occasionally, an overheated sector will begin to cool off as investors rotate their capital into underperforming sectors in expectation of a broadening rally or a change in the economy.
Even the NASDAQ announced a special rebalancing later this month, ...
VIX had a major gap up overnight with a big spike in volume. SPY opened up today with a big gap down in price as investors shorted the market.
Is it a good time to short the market after this huge rally? Or will the shorts that pushed the VIX up overnight get squeezed again like they did last April.
Don't fomo or pan...
The narrative in world markets changes regularly. These narratives control market sentiment and essentially direction of price action within the markets.
Market narratives range from a global pandemic, war, skyrocketing inflation or interest rates, slowing economic data, recession fears, or even improving economic data. Instances like these occur on a regular basis, and they can change the direction in markets. Ge...
Gap Ups
1. $リビアン オートモーティブ(RIVN.US)$ - up 6.3%
2. $テスラ(TSLA.US)$ - up 4.0%
3. $バイドゥ(BIDU.US)$ - up 3.4%
4. $フィディリティ ナショナル インフォメーション(FIS.US)$ - up 3.3%
5. $ポスコ・ホールディングス(PKX.US)$ - up 2.8%
6. $フル・トラック・アライアンス(YMM.US)$ - up 2.1%
7. $ビリビリ(BILI.US)$ - up 1.8%
8. $リー・オート(LI.US)$ - up 1.7...
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