Latest
Hot
1. I'm most satisfied with (PSNY) polestar's earnings. They have been able to scale rapidly and are really knocking it out. I think of them as amazing long-term but like I always say, you have to have multiple plans and take it day by day
2. Now doesn't seem like a good time for the semiconductor (chip) industry in my opinion as retail sales are still declining and given that it's current Christmas season I can't imagine when sales will start picking back up. Maybe cars may hold the i...
2. Now doesn't seem like a good time for the semiconductor (chip) industry in my opinion as retail sales are still declining and given that it's current Christmas season I can't imagine when sales will start picking back up. Maybe cars may hold the i...
3
Earnings investing should be taken lightly in an inflated market. As a result of infinite QE, most growth tech is overvalued and prone to setbacks during earnings. growth is obviously still in the forecast, but depends heavily on supply chains and hopefully, legit fundamentals
1
Columns Bullish$NVDA $SMCI $ARM $MU $TSM
One thing you can take away from the awful $Tesla (TSLA.US)$ earnings call is that $NVIDIA (NVDA.US)$ earnings should be great.
Elon said the demand for Nvidia’s GPU’s is so big that Tesla is doubling down on Dojo because Nvidia is selling out of their chips so fast.
Bullish $NVIDIA (NVDA.US)$ $Super Micro Computer (SMCI.US)$ $Arm Holdings (ARM.US)$ $Micron Technology (MU.US)$ $Taiwan Semiconductor (TSM.US)$
Elon said the demand for Nvidia’s GPU’s is so big that Tesla is doubling down on Dojo because Nvidia is selling out of their chips so fast.
Bullish $NVIDIA (NVDA.US)$ $Super Micro Computer (SMCI.US)$ $Arm Holdings (ARM.US)$ $Micron Technology (MU.US)$ $Taiwan Semiconductor (TSM.US)$
3
1
Columns Outlook For Grab Holdings
$Grab Holdings (GRAB.US)$
Is Grab a Good Investment?
Since going public grab holdings has had quite poor performance compared to its industry counterparts like $DoorDash (DASH.US)$ and $Uber Technologies (UBER.US)$. This underperformance is likely due to the fact that this company is based in Singapore.
Technically, the stock's price action hasn't been looking too good for a while. But the financial picture looks like it has been steadily improving. Is it a good time to sta...
Is Grab a Good Investment?
Since going public grab holdings has had quite poor performance compared to its industry counterparts like $DoorDash (DASH.US)$ and $Uber Technologies (UBER.US)$. This underperformance is likely due to the fact that this company is based in Singapore.
Technically, the stock's price action hasn't been looking too good for a while. But the financial picture looks like it has been steadily improving. Is it a good time to sta...
+4
14
12
Quarter ending December 2022.
• Revenue +2% Y/Y to $35.9B ($40M beat).
• Non-GAAP EPADS $2.79 ($0.39 beat).
• Operating margin 14% (+11pp Y/Y).
• Free cash flow margin 33% (+4pp Y/Y).
$ALIBABA GROUP HOLDING LTD (BABAF.US)$ $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $Hang Seng TECH Index (800700.HK)$ $China Concept Stocks (LIST2517.US)$
• Revenue +2% Y/Y to $35.9B ($40M beat).
• Non-GAAP EPADS $2.79 ($0.39 beat).
• Operating margin 14% (+11pp Y/Y).
• Free cash flow margin 33% (+4pp Y/Y).
$ALIBABA GROUP HOLDING LTD (BABAF.US)$ $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $Hang Seng TECH Index (800700.HK)$ $China Concept Stocks (LIST2517.US)$
4
1
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
Estimates compiled by Bloomberg showed that Alibaba’s revenue likely grew 1.4 per cent last quarter from a year earlier, a far cry from the days of heady expansion. Cost-control efforts probably helped its gross margin to rise to 39.2 per cent, from 36.7 per cent the previous quarter. Analysts’ forward earnings-per-share estimates fell more than 6 per cent from a December high.
The tech gi...
The tech gi...
Took a quick read of a short article this morning and notice that Goldman is bullish of Chinese equities and believe that there is further upside despite recent pullback.
It is not surprising given that China had underperformed last year due to its COVID policies. The reopening trade pursuant to china trying to increase economic activities is a fairly decent chance with regulatory conditions likely to be less stringent from the side of China. The concern still per...
It is not surprising given that China had underperformed last year due to its COVID policies. The reopening trade pursuant to china trying to increase economic activities is a fairly decent chance with regulatory conditions likely to be less stringent from the side of China. The concern still per...
2
After months of exhilarating gains as hedge funds piled in and analysts upgraded target prices, Alibaba Group Holding’s stock is losing steam and leading the decline in Chinese technology shares.
Rising bearish bets on the e-commerce giant’s stock and falling earnings estimates suggest that the slide could continue, even after a US$46 billion wipe-out over the past three weeks. Quarterly earnings due Thursday (Feb 23) will likely show just s...
Rising bearish bets on the e-commerce giant’s stock and falling earnings estimates suggest that the slide could continue, even after a US$46 billion wipe-out over the past three weeks. Quarterly earnings due Thursday (Feb 23) will likely show just s...
1
2
