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高希霸 Male ID: 102819233
天道有轮回,你看苍天饶过谁
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    $Apple (AAPL.US)$ After Musk acquired Twitter, he initiated a new round of layoffs. Following the recent layoffs, he clashed with Apple and Google. Musk recently stated on Twitter that if Google and Apple remove Twitter from their app stores, he will produce his own smart phone.
    In fact, Musk's interest in creating a Tesla phone has been brewing for quite some time. It can be said that Musk's acquisition of Twitter, followed by the clash with Apple and Google, is paving the way for the phone. However, in the author's view, only if Apple and Google remove Twitter can Tesla's phone have a chance at success.
    Where does Musk find a way out to make a phone?
    Elon Musk wants to make a phone, there have been many rumors before. In April of this year, Musk pinned a tweet recruiting phone experts for Neuralink, a brain-machine company.
    In fact, as early as 2021, Musk claimed that he did not like the existing iOS and Android mainstream mobile systems, and wanted to create his own system to defeat them, providing users with an unprecedented user experience.
    There were industry rumors in the past that Tesla's first phone could be unveiled as early as 2024. According to the United Arab Emirates national news, the Tesla phone will be launched in 2024, directly competing with Apple Inc. On the internet, there have been leaked renders of a phone named Model π.
    Elon Musk has reasons to make smartphones. After all, currently cars...
    Translated
    Apple and Google delisting Twitter is the only way for Tesla's smartphone to succeed.
    Apple and Google delisting Twitter is the only way for Tesla's smartphone to succeed.
    Apple and Google delisting Twitter is the only way for Tesla's smartphone to succeed.
    +1
    $S&P 500 Index (.SPX.US)$ preface
    Under Buffett's light, Berkshire's every move attracted investors' attention. We read an article about Berkshire on Seeking Alpha. The content is quite interesting, and we have translated it for your reference.
    Main text
    Berkshire remains a reassuring financial holding company. Despite a slight fluctuation this year, there was still a slight increase overall. I think Berkshire still provides investors with a solid margin of safety. In the third quarter, Berkshire continued to use cash, and as interest rates rose, they also received a certain amount of revenue. In the third quarter, they also bought back about 1 billion US dollars of shares. Unless the stock price rises, the repurchases will probably continue.
    Q3 update
    In addition to these new positions, Berkshire continues to use cash for work in 2022. They bought and sold at the same time, but they were net buyers of stocks totaling $3.7 billion. They continue to increase their significant energy positions with Chevron and Occidental Petroleum. I'm curious to know what will happen to these positions as they have rapidly become a meaningful part of stock portfolios over the past few years. Despite economic uncertainty, I am optimistic about energy because the imbalance between supply and demand seems to be beneficial to oil prices and energy stocks in general.
    They also increased their holdings in RH, Celanese, and Paramount Global. On the sell-off side, they reduced their holdings...
    Translated
    Some thoughts on Berkshire
    $Nasdaq Composite Index (.IXIC.US)$ Summary:
    Yesterday's prediction: The probability of success on Friday is high: the pressure level is 11963 points, the high pressure level is 12118.75 points on the 15th, the support level averaged 11,791 points on the 5th, and the strong support level was 11526 points on the 22nd.
    Predictive evaluation: 1. Wrong direction. 2. Points: Comparatively accurate: the predicted pressure level is 120,11963 points -- the actual highest is 1,1933 points; the predicted support level is an average of 11791 points over 5 days -- the actual low is 11766.25 points.
    1. NQ100 index review (I used small NASDAQ stock index data)
    Time-sharing trend: After opening at 18:00 EST on November 24, NQ100 futures continued to trade sideways. The 60-minute moving average leveled off and consolidated, and a slight decline began after 1:00 p.m. on November 25. Afterwards, it continued all the way down along the 60-minute level 5 o'clock EMA.
    After the opening of the US stock market at 9:30, it continued to decline and ended trading at 11784.70 points, -0.66%. Shrink and reduce the small negative line. Shouyang Doji this week, with a weekly increase of +0.72. After Thanksgiving, people haven't recovered. The news is lackluster. Coupled with Zhou Wei, trading was lackluster, and the index fell freely.
    II. Yesterday's predictions and evaluations
    Trend prediction: The highest was 1,1933 on the 24th, down slightly due to 120 yuan (11960). Currently...
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    2022.11.25 (Friday) NQ100 replay and (next week) prediction
    2022.11.25 (Friday) NQ100 replay and (next week) prediction
    The 56% drop in 2008 laid the foundation for the 270% increase over the next 12 months. Although past performance does not guarantee future performance, considering Amazon (AMZN)'s dominant position in cloud computing and e-commerce, the possibility of a sharp rebound in stock prices cannot be ignored.
    In July of this year, “Barron's” wrote an article that was bullish $Amazon (AMZN.US)$ It is believed that the company's cloud business, AWS, has great long-term value. However, since July, the company's stock price has dropped 25% due to investor concerns about Amazon's core e-commerce business and the near future growth prospects of AWS.
    While these concerns are understandable, Amazon is still a stock worth holding on to for a long time.
    AWS's revenue growth is slowing faster than expected. Analysts currently expect the business's revenue to increase by 25% in the fourth quarter of this year, down from 40% in the same period last year.
    However, as Piper Sandler analyst Thomas Champion (Thomas Champion) recently wrote in a research report, AWS has a market share of more than 50% in the cloud computing market and is expected to break the $100 billion revenue mark in 2023. This is more than three times that of Salesforce (CRM), and Salesforce is only growing at half the rate of AWS. If you use Salesforce as a reference, the value of Amazon's cloud business will currently account for about 940 billion US dollars...
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