$GE Aerospace (GE.US)$ lousy stock....

$Twitter (Delisted) (TWTR.US)$ $Block (SQ.US)$ Anyone see the potential in Twtr now that Jack has moved on to SQ full time ? Cathy wood bought 1m + shares of it today for ark...got me feeling bullish.
Most analyst reports I've checked out today have targets 56 to 80 in the near term.
However that constant red line moving down is not overly enthusiastic to consider a fat position.
Anyone else seeing some hope for TWTR ?

$Twitter (Delisted) (TWTR.US)$ Twitter有很多吸引视频里的观点好棒.

$SIA (C6L.SG)$ I believed lots of  Moomoo users have not seen SIA at 15, $Keppel (BN4.SG)$ at 14, $Singtel (Z74.SG)$ at 4,  $Sembcorp Ind (U96.SG)$ at 4, $Creative (C76.SG)$ at 64, $Venture (V03.SG)$ at 28, $Seatrium (S51.SG)$ at 2+ before..( list of companies are long). Once you enter the stock markets,  you are in casinos.  If you happen to buy at those high prices, u will never said " long term " .  Eg If you are one of them that bought in SIA at 12-15, don't tell me you have no regrets you didn't sold when SIA at 17?
Small/ big multiple gains will be much better when price moves. Flows together with the stocks rather then been trapped. .

$Twitter (Delisted) (TWTR.US)$ It's nearly the lowest YTD. Will it rebound?

MoffettNathanson is downgrading $Roku Inc (ROKU.US)$ to Sell from Neutral as it lowers its estimate for video advertising revenue.
It also cut its price target to $220 per share from $330, a little more than 20% below current levels.
Roku is down 3% before the bell.
"To better assess our video advertising estimates, we attempt to break out the Roku Channel from third party advertising revenues on the platform," Michael Nathanson writes in a note. "We benchmark the Roku Channel against AVOD competitors Pluto and Tubi, and estimate Roku's take of ad revenues from major AVOD services on its platform."
"However, we are left with a large and fast growing portion of unidentifiable ad revenues coming from the long tail of third party services on Roku," he says. "We believe viewership, and ad spending, will consolidate among the leading streaming services. As such, we are lowering our 2025 total video advertising estimate by -24% reflecting slower anticipated ad growth from the long tail of third party services on Roku."
He is lowering the overall revenue estimate for 2025 by 17%.
Roku will still need to keep investing in content and engineering resources to compete, he adds.
"We do not anticipate meaningful margin leverage in the out-years (GAAP EBITDA margins remaining in the low double digits over 2021-2025)," Nathanson says. "As such, Roku is trading at around 40x 2025E GAAP EBITDA, the highest among our Internet coverage group and around double the valuation multiples of $Snap Inc (SNAP.US)$, $Twitter (Delisted) (TWTR.US)$ and $Netflix (NFLX.US)$."

$Apple (AAPL.US)$ 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.

$Alphabet-A (GOOGL.US)$ According to media reports, the European Union's Permanent Court rejected the appeal of Google Inc. on the 10th and supported the European Commission's imposing an antitrust fine of 2.42 billion euros. In June 2017, the European Commission made a ruling on the "Google Shopping" antitrust case and imposed a fine of the above amount on Google on the grounds that the company abused its dominant position in the search engine market. Google subsequently appealed to the Permanent Court of the European Union. According to relevant regulations, Google can still appeal to the higher-level European Court of Justice.
Article excerpted from the US Stock Research Agency

$Twitter (Delisted) (TWTR.US)$ is on to something bigger here... and I would gladly pay to control my experience! (enter: web3.0)
additionally, this is a good sign if other social media outlets follow suit. it will assist in getting rid of fake annoyances (accounts) via paid avenues.
information source: https://blog.twitter.com/en_us/topics/company/2021/introducing-twitter-blue