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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 bought Twitter (Twitter), he began a new round of layoffs. The layoffs just ended, and he went to Apple and Google. A few days ago, Musk said on Twitter that if Google and Apple remove Twitter from their app stores, he will make his own smartphone.
    In fact, it hasn't been a day or two since Musk wanted to make a Tesla phone. It can be said that when Musk bought Twitter, it went to Apple and Google, or paved the way for a mobile phone, but in my opinion, Tesla phones may only be successful if Apple and Google remove Twitter.
    Musk wants to make a mobile phone, where is the way out?
    There were many rumors earlier that Musk wanted to make a mobile phone. In April of this year, Musk pinned a tweet recruiting mobile phone experts to provide relevant talent for Neuralink.
    In fact, as early as 2021, Musk claimed that he didn't like the existing two mainstream mobile phone systems, iOS and Android, and wanted to build his own system to defeat them and provide users with an unprecedented user experience.
    Earlier, there were also rumors in the industry that Tesla's first phone would be released as early as 2024. Meanwhile, according to UAE national news reports, Tesla phones will be launched in 2024 and will compete directly with Apple on the same stage. On the internet, a rendering of a phone named Model Pi was also revealed previously.
    Musk has a reason to make a cell phone. After all, today's cars...
    Translated
    Apple and Google remove Twitter before Tesla phones can succeed
    Apple and Google remove Twitter before Tesla phones can succeed
    Apple and Google remove Twitter before Tesla phones can succeed
    +1
    $S&P 500 Index(.SPX.US)$ 前言
    在巴菲特的光芒下,伯克希尔的一举一动都受到投资者关注的。我们在Seeking Alpha上看到关于伯克希尔的文章,里面的内容挺有意思的,我们也翻译出来,供各位参考。
    正文
    伯克希尔依然是能让人放心的金融控股公司。虽然今年略有震荡,但总体还是略有上涨。我认为,伯克希尔依然为投资者提供坚实的安全边际。在第三季度,伯克希尔继续将现金投入使用,随着利率的上升,他们也收到了一定的收益。三季度,他们还回购了大约10亿美元的股票,除非说股价上涨,不然回购可能还会继续下去。
    第3季度更新
    除了这些新头寸,伯克希尔在2022年继续将现金用于工作。在买入的同时也有一些卖出,但他们是总计37亿美元的股票净买家。他们继续增持雪佛龙和西方石油公司的大量能源头寸。我很想知道这些头寸会发生什么,因为它们在过去几年迅速成为股票投资组合中有意义的一部分。尽管经济存在不确定性,但我仍看好能源,因为供需失衡看起来对油价和能源类股总体有利。
    他们还增持了RH、Celanese和Paramount Global的股份。在抛售方面,他们减持了...
    关于伯克希尔的一些看法
    $Nasdaq Composite Index(.IXIC.US)$ 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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