Brian Rosa
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#ナスダック: #米国株 $NVDA after rising in the first half #NVDA#SOXL It was sold at the end of the game and became negative. #USDJPY The GDP rebounded to 154 yen at one point. $AMZN Is Amazon finally starting to pay dividends? Core PCE forecast 0.18
Russell 2000:1.54% increase, sector rotation expected to continue.
Youtube next week Bank of Japan FOMC ISM JOLTS employment statisticshttps://YouTube.com Live/tmmth39qgIo...
Market trends: S&P 500 is 0.51%, Dow is 0.2%, Russell is positive. In particular, Russell, whose ratio of tech companies is low, is attracting attention. ~~~~~~~~
Market misunderstanding: The misconception that there is a large amount of investment cash in the market. Cash holdings by retail investors and investment funds are at record low levels.
Institutional investor sales: A rule where institutional investors sell stocks when VIX rises.
AI and trading: CTA buying and selling impacts the market.
GDP: 2.8, a strong figure. If today's PCE/CPI inflation falls, there will be little impact of interest rate cuts.
Consumption trends: Food costs and car purchases were affected, and revenge trips also declined.
...
Russell 2000:1.54% increase, sector rotation expected to continue.
Youtube next week Bank of Japan FOMC ISM JOLTS employment statisticshttps://YouTube.com Live/tmmth39qgIo...
Market trends: S&P 500 is 0.51%, Dow is 0.2%, Russell is positive. In particular, Russell, whose ratio of tech companies is low, is attracting attention. ~~~~~~~~
Market misunderstanding: The misconception that there is a large amount of investment cash in the market. Cash holdings by retail investors and investment funds are at record low levels.
Institutional investor sales: A rule where institutional investors sell stocks when VIX rises.
AI and trading: CTA buying and selling impacts the market.
GDP: 2.8, a strong figure. If today's PCE/CPI inflation falls, there will be little impact of interest rate cuts.
Consumption trends: Food costs and car purchases were affected, and revenge trips also declined.
...
Translated
![Nikkei Crash M7 Weak $AMZN Dividend Begins](https://ussnsimg.moomoo.com/sns_client_feed/70641348/20240726/1721951081595-678e778c0f.jpeg/thumb?area=999&is_public=true)
![Nikkei Crash M7 Weak $AMZN Dividend Begins](https://ussnsimg.moomoo.com/sns_client_feed/70641348/20240726/1721951049363-958045adb8.jpeg/thumb?area=999&is_public=true)
![Nikkei Crash M7 Weak $AMZN Dividend Begins](https://ussnsimg.moomoo.com/sns_client_feed/70641348/20240726/1721951091381-d2a03ecc8a.jpeg/thumb?area=999&is_public=true)
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Brian Rosa
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$Advanced Micro Devices(AMD.US$ so AMD has sold off to the levels of December of last year it's wiped out all gains. the question you have to ask yourself are the valuations of AMD today higher or lower than back in December? the only reason why AMD tanked last quarter is because the guidance was for 4 billion and not higher than the highest whisper number of 6 billion that's it. so you're going to tell me that a logical prudent investor is going to discard the next 10 years of transformative a...
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Brian Rosa
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On Tuesday, July 23rd, Eastern Time, $Tesla(TSLA.US$ released its Q2 earnings report, showing higher-than-expected total revenue but lower-than-expected operating profit and earnings per share (EPS). Revenue was $25.5 billion versus the expected $24.8 billion, while operating profit declined 33% year-over-year to $1.605 billion, missing the $1.81 billion expectation. Adjusted EPS was $0.52, below the anticipa...
![Earnings Infocus | Exploring inverse ETFs as a strategic alternative to Tesla's decline](https://sgsnsimg.moomoo.com/sns_client_feed/151000100/20240724/1721815775684-04dae1e8f0.png/thumb?area=102&is_public=true)
![Earnings Infocus | Exploring inverse ETFs as a strategic alternative to Tesla's decline](https://sgsnsimg.moomoo.com/sns_client_feed/151000100/20240724/1721816320237-e6d0ccd99e.png/thumb?area=102&is_public=true)
![Earnings Infocus | Exploring inverse ETFs as a strategic alternative to Tesla's decline](https://sgsnsimg.moomoo.com/sns_client_feed/151000100/20240724/1721814442371-acddb90d4a.png/thumb?area=102&is_public=true)
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Brian Rosa
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Move from 2 digits to 4 digits. There's nothing you can do about it slowly. If you have it on your hand, it's better to move slowly than not move at all![]()
Translated
![24/07/2024, First Half ends](https://sgsnsimg.moomoo.com/sns_client_feed/104384610/20240724/1721795800838-random2542-104384610-android-org.png/thumb?area=104&is_public=true)
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Brian Rosa
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Tesla auto revenue drops
Tesla’s second-quarter earnings fell short of expectations as automotive sales declined for the second consecutive quarter.
Despite beating revenue estimates, the company reported a 7% decrease in automotive sales, partially offset by $890 million in regulatory credits. Following the earnings report, Tesla’s stock dropped nearly 8% in extended trading.
This comes after a challenging first half of the year for Tesla, which included layoffs and...
Tesla’s second-quarter earnings fell short of expectations as automotive sales declined for the second consecutive quarter.
Despite beating revenue estimates, the company reported a 7% decrease in automotive sales, partially offset by $890 million in regulatory credits. Following the earnings report, Tesla’s stock dropped nearly 8% in extended trading.
This comes after a challenging first half of the year for Tesla, which included layoffs and...
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Brian Rosa
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Have you ever been to KKV in Bukit Bintang? Listen to the 5 floors inside, over 0.02 million SKUs, and lots of novel, cute, and exquisite little items, which are very nice and fun.
Turns out $MRDIY(5296.MY$ It's K KV's operator
Needless to say, I was shocked by JP Morgan's investigation. It turned out that MR DIY held 49% of KKV Supply Chain Private Limited's shares.
After reading it, I can only think that this wave of market segmentation is amazing. After Mr. DIY kept the B40 basic market, he expanded upstream to the M40 basic market. KKV is the benchmark for MINISO's fine lifestyle market in China.
Entered the 75 billion market
“Furthermore, we believe that the size of the Malaysian offline non-grocery retail market can reach the size of RM75 billion, which is equivalent to half of the non-grocery retail market. Currently, ordinary retail stores only account for 20% of the fine lifestyle retail market.”
Analysts also believe that the current model can make good use of Mr. DIY's supply chain, geographical network, and operating capacity to achieve growth.
KKV currently has 3 stores in Malaysia. Apart from 1 in Bukit Bintang, the other 2 are in Penang.
According to LinkedIn recruitment, in the second half of 2024, KKV will also gradually expand 6 stores. Among them, 2 new stores will be opened in the Xuelong region, and 1 new each in Penang, Melaka, and Johor.
Boosting net profit by 6%
Analysts are looking at KKV doors by opening 100 houses...
Turns out $MRDIY(5296.MY$ It's K KV's operator
Needless to say, I was shocked by JP Morgan's investigation. It turned out that MR DIY held 49% of KKV Supply Chain Private Limited's shares.
After reading it, I can only think that this wave of market segmentation is amazing. After Mr. DIY kept the B40 basic market, he expanded upstream to the M40 basic market. KKV is the benchmark for MINISO's fine lifestyle market in China.
Entered the 75 billion market
“Furthermore, we believe that the size of the Malaysian offline non-grocery retail market can reach the size of RM75 billion, which is equivalent to half of the non-grocery retail market. Currently, ordinary retail stores only account for 20% of the fine lifestyle retail market.”
Analysts also believe that the current model can make good use of Mr. DIY's supply chain, geographical network, and operating capacity to achieve growth.
KKV currently has 3 stores in Malaysia. Apart from 1 in Bukit Bintang, the other 2 are in Penang.
According to LinkedIn recruitment, in the second half of 2024, KKV will also gradually expand 6 stores. Among them, 2 new stores will be opened in the Xuelong region, and 1 new each in Penang, Melaka, and Johor.
Boosting net profit by 6%
Analysts are looking at KKV doors by opening 100 houses...
Translated
![KKV was originally run by MR DIY!](https://sgsnsimg.moomoo.com/sns_client_feed/103267505/20240723/d23bbae575f9cf2dc019414bec61bf15.jpg/thumb?area=104&is_public=true)
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Brian Rosa
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$Maxeon Solar Technologies(MAXN.US$ lol Top 5 holders hold less than 10%.
Sure gone case.
Can try buy at 0.06 for dead cat rebound
Sure gone case.
Can try buy at 0.06 for dead cat rebound
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Brian Rosa
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