JH636
liked
$NVIDIA (NVDA.US)$Troubles continue...Nvidia first announced its acquisition of SoftBank's Arm in September. The value of the mostly stock deal nearly doubled to about $75 billion as Nvidia's share price rose. The deal was opposed by Qualcomm and other Nvidia rivals, who said it would remove Arm from being a key neutral in the semiconductor industry, where it licenses chip designs to more than 500 companies. Regulators in Britain, the European Union, China and elsewhere are still reviewing the deal.
13
JH636
liked
Wallstreetbets stocks followed the broader market lower Tuesday afternoon.
$Apple (AAPL.US)$stock was up more than 3% on Tuesday, following the news of the long-awaited iPhone release.
$GameStop (GME.US)$shares were down 3%. The stock has fallen 21% over the last five sessions.
$Moderna (MRNA.US)$shares slid 4% after the company's CEO told the Financial Times it was questionable how effective current COVID-19 vaccines would be against the omicron variant.
Semiconductor stocks $NVIDIA (NVDA.US)$and $Advanced Micro Devices (AMD.US)$both dropped 2%.
The following tickers are the top trending stocks mentioned by the polular sub-reddit, WallStreetBets, over the last 24 hours. Let's check it out.
Source: MT Newswire, Investorplace
$Apple (AAPL.US)$stock was up more than 3% on Tuesday, following the news of the long-awaited iPhone release.
$GameStop (GME.US)$shares were down 3%. The stock has fallen 21% over the last five sessions.
$Moderna (MRNA.US)$shares slid 4% after the company's CEO told the Financial Times it was questionable how effective current COVID-19 vaccines would be against the omicron variant.
Semiconductor stocks $NVIDIA (NVDA.US)$and $Advanced Micro Devices (AMD.US)$both dropped 2%.
The following tickers are the top trending stocks mentioned by the polular sub-reddit, WallStreetBets, over the last 24 hours. Let's check it out.
Source: MT Newswire, Investorplace
20
1
JH636
liked
$Tesla (TSLA.US)$ that is a solid 5% gain. hopefully more strength tomorrow
26
2
JH636
liked
$NASDAQ 100 Index (.NDX.US)$
$S&P 500 Index (.SPX.US)$
Market correction coming for the indices? Or is it only overreaction on Friday sell off? How will this affect the rest of the stocks?
Well I did a video for you guys to find out more. Do watch it to stay updated and ahead of the market!
Did a Technical analysis of those stocks tagged below. Do take a look at the various support and resistance to know where your entry and exit points should be at! There are also some hidden bearish and bullish signs which I mentioned in the video. Do watch to find out which stocks has a hidden reversal signal!
As always, trade safe & invest wise!
Do help subscribe to my new YouTube channel for your weekly TA and market outlook!
https://www.youtube.com/channel/UCyPNjiwKhSL1p37lqyowuZw
$KraneShares CSI China Internet ETF (KWEB.US)$ $NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$ $Palantir (PLTR.US)$ $Futu Holdings Ltd (FUTU.US)$ $Alibaba (BABA.US)$ $Tesla (TSLA.US)$ $Apple (AAPL.US)$ $Meta Platforms (FB.US)$ $Dow Jones Industrial Average (.DJI.US)$ $SPDR Dow Jones Industrial Average Trust (DIA.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$
$S&P 500 Index (.SPX.US)$
Market correction coming for the indices? Or is it only overreaction on Friday sell off? How will this affect the rest of the stocks?
Well I did a video for you guys to find out more. Do watch it to stay updated and ahead of the market!
Did a Technical analysis of those stocks tagged below. Do take a look at the various support and resistance to know where your entry and exit points should be at! There are also some hidden bearish and bullish signs which I mentioned in the video. Do watch to find out which stocks has a hidden reversal signal!
As always, trade safe & invest wise!
Do help subscribe to my new YouTube channel for your weekly TA and market outlook!
https://www.youtube.com/channel/UCyPNjiwKhSL1p37lqyowuZw
$KraneShares CSI China Internet ETF (KWEB.US)$ $NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$ $Palantir (PLTR.US)$ $Futu Holdings Ltd (FUTU.US)$ $Alibaba (BABA.US)$ $Tesla (TSLA.US)$ $Apple (AAPL.US)$ $Meta Platforms (FB.US)$ $Dow Jones Industrial Average (.DJI.US)$ $SPDR Dow Jones Industrial Average Trust (DIA.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$
225
6
7
JH636
liked
$NVIDIA (NVDA.US)$ Yes, the future is unquantified.
We do not know yet if each of the new segments that Nvidia is getting into (Omniverse, Autonomous Vehicles, Robotics, CPUs, getting into Edge AI with or without ARM, etc.,) will be rewarded with additional growth.
Even if *some* of those turn into winners, as in $10B revenue potential in steady state, Nvidia will be in great shape. Add to that the increasing market market share in data center segment via acceleration and HPC, and more and more enterprises getting into AI (expanding the sales of Nvidia’s AI platform) to continue the growth for existing segments, I personally do not believe a slowdown in the next 24 months. And growing at 38% with 65-67% margin is not going to be a problem. Please also note that whatever Nvidia’s building in the next 12 months is already spoken for.
Beyond that (24 months) we are talking another 12-24 months to see if Nvidia can maintain 38% growth. Well, let us adjust in the next 18 months as we get to see what Jensen reveals in 2022 GTC and 2023 GTC.
Until that point, I will hold and add during dips (did that at $295 recently). Oh, forgot to mention that there will be dips of 5-10% or more in the next 12-24 months, some sideways movement, but will continue to March ahead towards a trillion dollar valuation (that $1T valuation is a foregone conclusion).
We do not know yet if each of the new segments that Nvidia is getting into (Omniverse, Autonomous Vehicles, Robotics, CPUs, getting into Edge AI with or without ARM, etc.,) will be rewarded with additional growth.
Even if *some* of those turn into winners, as in $10B revenue potential in steady state, Nvidia will be in great shape. Add to that the increasing market market share in data center segment via acceleration and HPC, and more and more enterprises getting into AI (expanding the sales of Nvidia’s AI platform) to continue the growth for existing segments, I personally do not believe a slowdown in the next 24 months. And growing at 38% with 65-67% margin is not going to be a problem. Please also note that whatever Nvidia’s building in the next 12 months is already spoken for.
Beyond that (24 months) we are talking another 12-24 months to see if Nvidia can maintain 38% growth. Well, let us adjust in the next 18 months as we get to see what Jensen reveals in 2022 GTC and 2023 GTC.
Until that point, I will hold and add during dips (did that at $295 recently). Oh, forgot to mention that there will be dips of 5-10% or more in the next 12-24 months, some sideways movement, but will continue to March ahead towards a trillion dollar valuation (that $1T valuation is a foregone conclusion).
34
1
3
JH636
liked
CNBC's Jim Cramer on Tuesday laid out a strategy for equity investors who are trying to navigate this week's Nasdaq Composite slide.
The "Mad Money" host has said he sees this rotation out of technology stocks as largely a result of investors taking profits in winning positions and deploying profits in parts of the market that have lagged.
But it won't last forever, Cramer said Tuesday while pointing viewers toward a cohort of tech stocks he believes will be the first to bottom. He called this group the "red hots" and said it's the leading place to look for buying opportunities in that industry.
"These are companies that did absolutely nothing wrong. ... They reported better-than-expected results top and bottom, forecasted higher growth, yet their stocks are still getting crushed this week," Cramer said, ticking off the following firms: $Alphabet-C (GOOG.US)$ $Alphabet-A (GOOGL.US)$ $Microsoft (MSFT.US)$ $Roblox (RBLX.US)$ $Advanced Micro Devices (AMD.US)$ and $NVIDIA (NVDA.US)$
The "Mad Money" host has said he sees this rotation out of technology stocks as largely a result of investors taking profits in winning positions and deploying profits in parts of the market that have lagged.
But it won't last forever, Cramer said Tuesday while pointing viewers toward a cohort of tech stocks he believes will be the first to bottom. He called this group the "red hots" and said it's the leading place to look for buying opportunities in that industry.
"These are companies that did absolutely nothing wrong. ... They reported better-than-expected results top and bottom, forecasted higher growth, yet their stocks are still getting crushed this week," Cramer said, ticking off the following firms: $Alphabet-C (GOOG.US)$ $Alphabet-A (GOOGL.US)$ $Microsoft (MSFT.US)$ $Roblox (RBLX.US)$ $Advanced Micro Devices (AMD.US)$ and $NVIDIA (NVDA.US)$
34
2
JH636
liked
$ChemoCentryx (CCXI.US)$
$NIO Inc (NIO.US)$
$Meta Platforms (FB.US)$
$Altimeter Growth Corp (AGC.US)$
$Advanced Micro Devices (AMD.US)$
can someone enlighten me what just happen same trend suddenly all go down.. all my greens become sea of red
$NIO Inc (NIO.US)$
$Meta Platforms (FB.US)$
$Altimeter Growth Corp (AGC.US)$
$Advanced Micro Devices (AMD.US)$
can someone enlighten me what just happen same trend suddenly all go down.. all my greens become sea of red
47
18
JH636
liked
$Apple (AAPL.US)$ A dive into virtual reality and augmented reality from Morgan Stanley takes a dip into the burgeoning "metaverse," and comes up with eight stocks that have "free upside options" from the simultaneously coalescing trends.
A multi-analyst research note concludes that AR/VR "is not a prerequisite for metaverse applications" - but it does make them "remarkably" more immersive.
The AR/VR combined market should be $100 billion in 2030 - and then grow fivefold from there to 2040, the firm says. And the company drawing the most attention to the metaverse is the one that changed its name in a show of focus: Facebook, now $Meta Platforms (FB.US)$ .
Over the past month the buzzword has surfaced in a wide number of earnings reports and reactions. That included $NVIDIA (NVDA.US)$, where Wells Fargo sees a $10 billion incremental opportunity from its Omniverse; $Microsoft (MSFT.US)$ , working on a more virtual version of its Teams product; $Unity Software (U.US)$, touting its Unity Reflect for real-time 3D; $Tencent (TCEHY.US)$, with $1 billion to spend pursuing metaverse goals; $Roblox (RBLX.US)$, calling itself "shepherds of the metaverse"; $Take-Two Interactive Software (TTWO.US)$ , saying it's "probably the biggest metaverse company on earth"; and several others.
$Roblox (RBLX.US)$, $Meta Platforms (FB.US)$ and $Unity Software (U.US)$ have been among the tickers most added to platforms on moomoo over the past week, with Unity seeing a spike in interest on the platform.
"The real catalyst, in our view, comes if or when Apple enters the space," Morgan Stanley says.
Virtual reality is a "proven" technology, with the business-to-consumer market in the "early innings of exponential growth." The story is clearer here: Facebook/Meta has a lead in B2C with its Oculus Quest 2 headset (with the Oculus brand soon to give way to Meta), and Asia is currently dominated by Pico, recently acquired by TikTok parent ByteDance (BDNCE).
"Long-term, though, market shares look set to shift rapidly," Morgan Stanley says, with the product's form factor still the key bottleneck.
"We foresee a base-case VR hardware market size of $60 billion by 2030 and more than $250 billion by 2040 with the lion's share in B2C where the 'killer apps' are beginning to emerge," the firm says.
Augmented reality is further behind VR, though - and consumer AR is even further behind enterprise applications.
"The industry has been a sinkhole of capital with a number of high profile false-starts," amid an enormous technical challenge in having a thin, light pair of glasses include "day-long battery, 5G, compute, cameras, lidar, projectors and wave guide lenses."
The road is longer but the ceiling may be higher there, the firm says. The jury's out on which technology will win, but all conversations are aggregating around two issues: The consumer addressable market for AR includes anyone with a smartphone (in the billions of units), far larger than that of VR; and an Apple entry into smart eyewear would be "the game changer" for everyone.
Apple's patent portfolio is starting to reflect the period prior to its launch of the Apple Watch, the firm says, and its entry would collide with Meta/Facebook's Ray-Ban team-up for smart Wayfarer Stories frames.
Meanwhile the firm points to a Harris Poll study noting that in something of an outlier, 35% would make Apple their first choice of a company from which to buy AR/VR devices, well ahead of 20% making $Alphabet-C (GOOG.US)$ their first choice. Despite some technical prowess and early leadership in the Quest 2 headset, Meta Platforms is the first choice of only 6% of potential AR/VR buyers.
A deep look at the entire AR/VR supply chain comes up with eight names that have "free" upside from the potentially world-changing developments, Morgan Stanley says: Entain, EssilorLuxottica, Samsung SDI, TeamViewer, Ubisoft, Universal Music, Vodafone, and Xiaomi.
$ENTAIN PLC UNSPON ADS ECH REP 1 ORD SHS (GMVHY.US)$ expects its opportunity from interactive experiences is $20 billion-plus by 2030 or so - small compared to its opportunity from core gambling in the U.S., core and new regulated markets, but a substantial multiple of current online revenues. Ray-Ban parent $ESSILORLUXOTTICA UNSPON ADR EACH REP 0.5 ORD SHS (ESLOY.US)$ moves into wearables and its Facebook/Meta team-up have been "largely disregarded" by the market, but could play a long-term growth role, Morgan Stanley says.
For $SAMSUNG EL 144 (SSNGY.US)$ Samsung SDI, a currently low 10% of its Electronic materials revenue is coming from OLED materials, and it's the main supplier to Samsung Display; SDI also owns a 15% stake in Samsung Display. On $TEAMVIEWER SE UNSPON ADS EACH REP 0.5 ORD SHS (TMVWY.US)$, investors are focusing on the core remote connectivity, with discussion more "limited" on emerging business lines like AR.
$UBISOFT ENTERTAINMENT UNSP ADR EACH REPR 1/5 ORD (UBSFY.US)$ annual report is "thin" on details for AR/VR and nonfungible tokens (NFT), but the company's Entrepreneur Lab has shown "consistent foresight and selective partnerships." Universal Music could benefit as virtual platforms promise a "substantial new revenue and profit pool" for those who own music rights; a base case shows Universal Music's "new" streaming revenues growing at a 25% compound annual rate to €3 billion by 2030, with the bull case at 32% CAGR to €5 billion.
$Vodafone (VOD.US)$ has underperformed the market, but there's "considerable strategic optionality," and killer AR/VR apps could boost volume growth which in turn could goose revenue growth rates from the low single digits. And Morgan Stanley believes investors haven't given any valuation to $Xiaomi Corp. Unsponsored ADR Class B (XIACY.US)$ AR/VR exposure. Those products will likely move into the company's "AIoT" line, which the firm expects will grow at a CAGR of 19% to 114 billion yuan by 2023 even without the AR/VR products.
A multi-analyst research note concludes that AR/VR "is not a prerequisite for metaverse applications" - but it does make them "remarkably" more immersive.
The AR/VR combined market should be $100 billion in 2030 - and then grow fivefold from there to 2040, the firm says. And the company drawing the most attention to the metaverse is the one that changed its name in a show of focus: Facebook, now $Meta Platforms (FB.US)$ .
Over the past month the buzzword has surfaced in a wide number of earnings reports and reactions. That included $NVIDIA (NVDA.US)$, where Wells Fargo sees a $10 billion incremental opportunity from its Omniverse; $Microsoft (MSFT.US)$ , working on a more virtual version of its Teams product; $Unity Software (U.US)$, touting its Unity Reflect for real-time 3D; $Tencent (TCEHY.US)$, with $1 billion to spend pursuing metaverse goals; $Roblox (RBLX.US)$, calling itself "shepherds of the metaverse"; $Take-Two Interactive Software (TTWO.US)$ , saying it's "probably the biggest metaverse company on earth"; and several others.
$Roblox (RBLX.US)$, $Meta Platforms (FB.US)$ and $Unity Software (U.US)$ have been among the tickers most added to platforms on moomoo over the past week, with Unity seeing a spike in interest on the platform.
"The real catalyst, in our view, comes if or when Apple enters the space," Morgan Stanley says.
Virtual reality is a "proven" technology, with the business-to-consumer market in the "early innings of exponential growth." The story is clearer here: Facebook/Meta has a lead in B2C with its Oculus Quest 2 headset (with the Oculus brand soon to give way to Meta), and Asia is currently dominated by Pico, recently acquired by TikTok parent ByteDance (BDNCE).
"Long-term, though, market shares look set to shift rapidly," Morgan Stanley says, with the product's form factor still the key bottleneck.
"We foresee a base-case VR hardware market size of $60 billion by 2030 and more than $250 billion by 2040 with the lion's share in B2C where the 'killer apps' are beginning to emerge," the firm says.
Augmented reality is further behind VR, though - and consumer AR is even further behind enterprise applications.
"The industry has been a sinkhole of capital with a number of high profile false-starts," amid an enormous technical challenge in having a thin, light pair of glasses include "day-long battery, 5G, compute, cameras, lidar, projectors and wave guide lenses."
The road is longer but the ceiling may be higher there, the firm says. The jury's out on which technology will win, but all conversations are aggregating around two issues: The consumer addressable market for AR includes anyone with a smartphone (in the billions of units), far larger than that of VR; and an Apple entry into smart eyewear would be "the game changer" for everyone.
Apple's patent portfolio is starting to reflect the period prior to its launch of the Apple Watch, the firm says, and its entry would collide with Meta/Facebook's Ray-Ban team-up for smart Wayfarer Stories frames.
Meanwhile the firm points to a Harris Poll study noting that in something of an outlier, 35% would make Apple their first choice of a company from which to buy AR/VR devices, well ahead of 20% making $Alphabet-C (GOOG.US)$ their first choice. Despite some technical prowess and early leadership in the Quest 2 headset, Meta Platforms is the first choice of only 6% of potential AR/VR buyers.
A deep look at the entire AR/VR supply chain comes up with eight names that have "free" upside from the potentially world-changing developments, Morgan Stanley says: Entain, EssilorLuxottica, Samsung SDI, TeamViewer, Ubisoft, Universal Music, Vodafone, and Xiaomi.
$ENTAIN PLC UNSPON ADS ECH REP 1 ORD SHS (GMVHY.US)$ expects its opportunity from interactive experiences is $20 billion-plus by 2030 or so - small compared to its opportunity from core gambling in the U.S., core and new regulated markets, but a substantial multiple of current online revenues. Ray-Ban parent $ESSILORLUXOTTICA UNSPON ADR EACH REP 0.5 ORD SHS (ESLOY.US)$ moves into wearables and its Facebook/Meta team-up have been "largely disregarded" by the market, but could play a long-term growth role, Morgan Stanley says.
For $SAMSUNG EL 144 (SSNGY.US)$ Samsung SDI, a currently low 10% of its Electronic materials revenue is coming from OLED materials, and it's the main supplier to Samsung Display; SDI also owns a 15% stake in Samsung Display. On $TEAMVIEWER SE UNSPON ADS EACH REP 0.5 ORD SHS (TMVWY.US)$, investors are focusing on the core remote connectivity, with discussion more "limited" on emerging business lines like AR.
$UBISOFT ENTERTAINMENT UNSP ADR EACH REPR 1/5 ORD (UBSFY.US)$ annual report is "thin" on details for AR/VR and nonfungible tokens (NFT), but the company's Entrepreneur Lab has shown "consistent foresight and selective partnerships." Universal Music could benefit as virtual platforms promise a "substantial new revenue and profit pool" for those who own music rights; a base case shows Universal Music's "new" streaming revenues growing at a 25% compound annual rate to €3 billion by 2030, with the bull case at 32% CAGR to €5 billion.
$Vodafone (VOD.US)$ has underperformed the market, but there's "considerable strategic optionality," and killer AR/VR apps could boost volume growth which in turn could goose revenue growth rates from the low single digits. And Morgan Stanley believes investors haven't given any valuation to $Xiaomi Corp. Unsponsored ADR Class B (XIACY.US)$ AR/VR exposure. Those products will likely move into the company's "AIoT" line, which the firm expects will grow at a CAGR of 19% to 114 billion yuan by 2023 even without the AR/VR products.
165
15
3
JH636
liked
$Tesla (TSLA.US)$ Tesla paved the way to a full sun -> storage -> car business mode that is very valuable to be the new leaders in energy in the future.I hats off for such a valuable business model.
Once we see Rivian or other EV companies diversify to solar, I think we’ll start seeing what’s up more clearly.
Once we see Rivian or other EV companies diversify to solar, I think we’ll start seeing what’s up more clearly.
26
2