greenhorse绿马
liked
$Walmart (WMT.US)$ $Meta Platforms (FB.US)$
Walmart appears to be venturing into the metaverse with plans to create its own cryptocurrency and collection of NFTs.
The big-box retailer filed several new trademarks late last month that indicate its intent to make and sell virtual goods.
In a separate filing, the company said it would offer users a virtual currency, as well as non-fungible tokens, or NFTs.
Walmart appears to be venturing into the metaverse with plans to create its own cryptocurrency and collection of NFTs.
The big-box retailer filed several new trademarks late last month that indicate its intent to make and sell virtual goods.
In a separate filing, the company said it would offer users a virtual currency, as well as non-fungible tokens, or NFTs.
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greenhorse绿马
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Dear mooers,
We are coming to the end of a very unusual year full of uncertainty. Whether good or bad, we all witnessed the history.
Before you want to see what you can expect in 2022, let's have a little break and take a guess of the closing price of the S&P 500.
A happy ending or a tragedy? Go big or go home? Place your bet NOW!
Win Reward:
Place your bet on the closing price of the $S&P 500 Index (.SPX.US)$ (i.e.4800.11) on Friday...
We are coming to the end of a very unusual year full of uncertainty. Whether good or bad, we all witnessed the history.
Before you want to see what you can expect in 2022, let's have a little break and take a guess of the closing price of the S&P 500.
A happy ending or a tragedy? Go big or go home? Place your bet NOW!
Win Reward:
Place your bet on the closing price of the $S&P 500 Index (.SPX.US)$ (i.e.4800.11) on Friday...
453
1070
greenhorse绿马
liked
Best/Worst Trades of 2021
Best trades of 2021:
Buying a 6% position in $Microsoft (MSFT.US)$ at ~$230, previously had a 1% position. Position is 10% now.
Selling $RingCentral (RNG.US)$ at $260 and buying $FB at $326. 3% position.
Worst trades of 2021:
Buying $Peloton Interactive (PTON.US)$ at ~$110, selling for a 50% loss at $55. 3% position.
Also sold $Teladoc Health (TDOC.US)$ for a ~40% loss at $120-$160. 4% position.
Would love to hear everyone else’s best/worst trades of the year
Best trades of 2021:
Buying a 6% position in $Microsoft (MSFT.US)$ at ~$230, previously had a 1% position. Position is 10% now.
Selling $RingCentral (RNG.US)$ at $260 and buying $FB at $326. 3% position.
Worst trades of 2021:
Buying $Peloton Interactive (PTON.US)$ at ~$110, selling for a 50% loss at $55. 3% position.
Also sold $Teladoc Health (TDOC.US)$ for a ~40% loss at $120-$160. 4% position.
Would love to hear everyone else’s best/worst trades of the year
11
1
greenhorse绿马
liked
My youtube channel:
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
Alibaba and Tencent are undoubtedly the best known Chinese big tech companies that the world has known. If you are a financial investor of Chinese equities, it would not be that surprising to you when you hear that tencent had on 22 December 2021 announced the distribution of JD shares that it owns to its shareholders.
But what does it truly mean? Considering that tencent's share price has declined from 775 HKD to around 443 HKD now, representing at least 40% decline from price peak, this move has the signs of helping to reduce further share price downward pressure.
But this is only one level of thinking.... If you read my article on the second level of thinking, we would have to think further.. Is this step a conjunction of the anti-monopoly moves against the big tech and that tencent has read the political intention of central authorities so clearly that it has decided to pledge its loyalty first by shedding really unnecessary investee companies?
What I want to say is I do not think the regulation by chinese tech companies is nearing an end though I have a prediction that the intensity of the chinese tech data and regulation will be much less going into 2022.
As always, this should not be construed as any investment or trading advice.
$TENCENT (00700.HK)$ $JD.com (JD.US)$ $JD-SW (09618.HK)$ $UP Fintech (TIGR.US)$ $Baidu (BIDU.US)$ $Futu Holdings Ltd (FUTU.US)$ $NetEase (NTES.US)$ $Weibo (WB.US)$ $PDD Holdings (PDD.US)$ $Meituan(ADR) (MPNGF.US)$ $Hang Seng TECH Index (800700.HK)$ $Trip.com (TCOM.US)$ $Alibaba (BABA.US)$ $ALI PICTURES (01060.HK)$ $ZA ONLINE N2507 (40304.HK)$ $KUAISHOU-W (01024.HK)$
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
Alibaba and Tencent are undoubtedly the best known Chinese big tech companies that the world has known. If you are a financial investor of Chinese equities, it would not be that surprising to you when you hear that tencent had on 22 December 2021 announced the distribution of JD shares that it owns to its shareholders.
But what does it truly mean? Considering that tencent's share price has declined from 775 HKD to around 443 HKD now, representing at least 40% decline from price peak, this move has the signs of helping to reduce further share price downward pressure.
But this is only one level of thinking.... If you read my article on the second level of thinking, we would have to think further.. Is this step a conjunction of the anti-monopoly moves against the big tech and that tencent has read the political intention of central authorities so clearly that it has decided to pledge its loyalty first by shedding really unnecessary investee companies?
What I want to say is I do not think the regulation by chinese tech companies is nearing an end though I have a prediction that the intensity of the chinese tech data and regulation will be much less going into 2022.
As always, this should not be construed as any investment or trading advice.
$TENCENT (00700.HK)$ $JD.com (JD.US)$ $JD-SW (09618.HK)$ $UP Fintech (TIGR.US)$ $Baidu (BIDU.US)$ $Futu Holdings Ltd (FUTU.US)$ $NetEase (NTES.US)$ $Weibo (WB.US)$ $PDD Holdings (PDD.US)$ $Meituan(ADR) (MPNGF.US)$ $Hang Seng TECH Index (800700.HK)$ $Trip.com (TCOM.US)$ $Alibaba (BABA.US)$ $ALI PICTURES (01060.HK)$ $ZA ONLINE N2507 (40304.HK)$ $KUAISHOU-W (01024.HK)$
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1
greenhorse绿马
liked
The Chinese metaverse concept stocks, which I did in the following video:-
https://youtu.be/sNEAaDe6vfg
(do subscribe if you like the video)
you can take a look if you are interested. By the way, Baidu jumped again on this metaverse concept during a conference yesterday as they launched the Baidu's Xirang version 6... He nevertheless mentioned that the "product" launch is still in prototype and requires at least 7 years for this to take off... So far, he expects the few senses like "sight, hear, feel" etc are the biggest impediments for the metaverse.
Anyway, it is what it is but stock price for Baidu, Huya, Bilibili still went up yesterday... So until the release of good earnings if any, all these chinese counters like Huya, Bilibili, Baidu, NetEase, etc will be dependent on market sentiment...
Question now is will Bilibili make lower low and touched around 43 USD, a 52 weeks low... Isnt it incredible when at its peak, it was 157 USD.. This is like almost a 75% discount to price peak but then this is assuming that price peak is a "right" price to value the stock...
After hitting support level of around 75 HKD (i did mentioned in my youtube video on around 13 Dec 2021), Kuaishou Tech managed a small comeback to around 78.6 HKD now... Again my concern for Kuaishou is on the cash burn side and I wouldnt use it for investment but will rather use it for trading if there is a chance. Long time readers should note that I am concerned about a fundraising that could impact on market sentiments on the pricing of Kuaishou..
$Baidu (BIDU.US)$ $HUYA Inc (HUYA.US)$ $DouYu (DOYU.US)$ $BILIBILI-W (09626.HK)$ $Bilibili (BILI.US)$ $KUAISHOU-W (01024.HK)$ $Meta Platforms (FB.US)$ $NVIDIA (NVDA.US)$ $TENCENT (00700.HK)$ $NetEase (NTES.US)$
For Huya, it is very much affected by pricing multiples for Bilibili and Kuaishou Tech so whenever they rise or fall, Huya does pretty much the same... Now with Bytedance's IPO likely to be in the late part of 2022, we could only wait for the excitement to return to this sector sometime later in 2022!
In the meantime, I will stay safe and not overdeploy risk capital into this sector though I have been slowly building my position in Huya.
As always, this should not be construed as any investment or trading advice.
https://youtu.be/sNEAaDe6vfg
(do subscribe if you like the video)
you can take a look if you are interested. By the way, Baidu jumped again on this metaverse concept during a conference yesterday as they launched the Baidu's Xirang version 6... He nevertheless mentioned that the "product" launch is still in prototype and requires at least 7 years for this to take off... So far, he expects the few senses like "sight, hear, feel" etc are the biggest impediments for the metaverse.
Anyway, it is what it is but stock price for Baidu, Huya, Bilibili still went up yesterday... So until the release of good earnings if any, all these chinese counters like Huya, Bilibili, Baidu, NetEase, etc will be dependent on market sentiment...
Question now is will Bilibili make lower low and touched around 43 USD, a 52 weeks low... Isnt it incredible when at its peak, it was 157 USD.. This is like almost a 75% discount to price peak but then this is assuming that price peak is a "right" price to value the stock...
After hitting support level of around 75 HKD (i did mentioned in my youtube video on around 13 Dec 2021), Kuaishou Tech managed a small comeback to around 78.6 HKD now... Again my concern for Kuaishou is on the cash burn side and I wouldnt use it for investment but will rather use it for trading if there is a chance. Long time readers should note that I am concerned about a fundraising that could impact on market sentiments on the pricing of Kuaishou..
$Baidu (BIDU.US)$ $HUYA Inc (HUYA.US)$ $DouYu (DOYU.US)$ $BILIBILI-W (09626.HK)$ $Bilibili (BILI.US)$ $KUAISHOU-W (01024.HK)$ $Meta Platforms (FB.US)$ $NVIDIA (NVDA.US)$ $TENCENT (00700.HK)$ $NetEase (NTES.US)$
For Huya, it is very much affected by pricing multiples for Bilibili and Kuaishou Tech so whenever they rise or fall, Huya does pretty much the same... Now with Bytedance's IPO likely to be in the late part of 2022, we could only wait for the excitement to return to this sector sometime later in 2022!
In the meantime, I will stay safe and not overdeploy risk capital into this sector though I have been slowly building my position in Huya.
As always, this should not be construed as any investment or trading advice.
22
greenhorse绿马
liked
$Tesla (TSLA.US)$ $Teladoc Health (TDOC.US)$ Wood's seven ETFs returned an average of 141% in 2020, helped by gains in companies like Tesla and Teladoc Health. But the poor performance of these funds, which invest mainly in companies that are not yet profitable and have been in slow decline since their peak in February, has raised questions about their prospects in the months and years ahead. Wood urged investors to continue backing Ark's ETF, saying that a long-term, five-year time horizon would be the best way to judge a fund manager's true performance.
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greenhorse绿马
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This documents my current observations, research and analysis of Chinese tech stocks and how the speculators are using various instruments to impact on the pricing of the share price of Chinese tech stocks like Alibaba, Tencent, Meituan, JD, Xiaomi, Kuaishou Tech, Bilibili, Za Online, Trip.com, Pinduoduo, etc. I have also laid out some predictions on what could potentially happen in 2022. However, in the battle of two systems like US and China, the exact impact on pricing is extremely tough as sentiments sway the price rather than real fundamental value affect the share price. So all in all, I personally manage my portfolio on a portfolio management basis to manage my risks.
my YouTube video link:
https://www.youtube.com/watch?v=TCBmvV2MNvA
Do subscribe and like my youtube channel so that you can be updated on quality research and analysis. Thanks for your support!
$Alibaba (BABA.US)$ $Meituan(ADR) (MPNGF.US)$ $TENCENT (00700.HK)$ $Baidu (BIDU.US)$ $BIDU-SW (09888.HK)$ $PDD Holdings (PDD.US)$ $ZA ONLINE N2507 (40304.HK)$ $XIAOMI-W (01810.HK)$ $Xiaomi Corp. Unsponsored ADR Class B (XIACY.US)$ $UP Fintech (TIGR.US)$ $Futu Holdings Ltd (FUTU.US)$ $Trip.com (TCOM.US)$ $TRIP.COM-S (09961.HK)$ $JD.com (JD.US)$ $JD-SW (09618.HK)$ $JD HEALTH (06618.HK)$ $Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $iShares Hang Seng TECH ETF (03067.HK)$ $KUAISHOU-W (01024.HK)$ $Haier Smart Home (600690.SH)$ $Lenovo (05562.HK)$ $Bilibili (BILI.US)$ $BILIBILI-W (09626.HK)$ $NetEase (NTES.US)$ $NTES-S (09999.HK)$ $KE Holdings (BEKE.US)$ $HKE HOLDINGS (01726.HK)$
As always, this should not be construed as any investment or trading advice.
my YouTube video link:
https://www.youtube.com/watch?v=TCBmvV2MNvA
Do subscribe and like my youtube channel so that you can be updated on quality research and analysis. Thanks for your support!
$Alibaba (BABA.US)$ $Meituan(ADR) (MPNGF.US)$ $TENCENT (00700.HK)$ $Baidu (BIDU.US)$ $BIDU-SW (09888.HK)$ $PDD Holdings (PDD.US)$ $ZA ONLINE N2507 (40304.HK)$ $XIAOMI-W (01810.HK)$ $Xiaomi Corp. Unsponsored ADR Class B (XIACY.US)$ $UP Fintech (TIGR.US)$ $Futu Holdings Ltd (FUTU.US)$ $Trip.com (TCOM.US)$ $TRIP.COM-S (09961.HK)$ $JD.com (JD.US)$ $JD-SW (09618.HK)$ $JD HEALTH (06618.HK)$ $Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $iShares Hang Seng TECH ETF (03067.HK)$ $KUAISHOU-W (01024.HK)$ $Haier Smart Home (600690.SH)$ $Lenovo (05562.HK)$ $Bilibili (BILI.US)$ $BILIBILI-W (09626.HK)$ $NetEase (NTES.US)$ $NTES-S (09999.HK)$ $KE Holdings (BEKE.US)$ $HKE HOLDINGS (01726.HK)$
As always, this should not be construed as any investment or trading advice.
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greenhorse绿马
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$Affirm Holdings (AFRM.US)$ @PocketChangesir I bought Affirm calls for 31 December but again got trapped at high. Do you think this can blast on Monday
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greenhorse绿马
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$ARK Innovation ETF (ARKK.US)$ $Roku Inc (ROKU.US)$ $Nano Dimension (NNDM.US)$ $Surface Oncology (SURF.US)$ $Teladoc Health (TDOC.US)$ if you ever saw the movie Red Dawn, Cathy Wood is like the mayors son who sneaks back into town and gets forced by the Cubans and soviets to put a tracking device in his body before he returns to Jed and the wolverine insurgent camp. Cathy puts a 🎯on a stock and shit gets blown up
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