$NVIDIA (NVDA.US)$ On a bold guess, will it reach 1000 this week?

$Alphabet-C (GOOG.US)$ $Alphabet-A (GOOGL.US)$ Google parent company Alphabet has closed up more than 4% for the past two consecutive trading days, and the stock price has quietly rallied to its highest price since last August, with market capitalization once again standing at $1.43 trillion. It seems that the AI report card delivered by Google at the I/O conference has been recognized by the capital market. And this is exactly the messa...

Happy holidays to all mooers!
$S&P 500 Index (.SPX.US)$
Source: Carter Braxton Worth@twitter

During non-trading days, I would use some time to do research and analyse stocks as this could help me find ideal investment opportunities. Stock research is useful as it would enable me to assess a company to decide whether it is worth adding or holding to my long term stock portfolio. Online resources would be convenient as most companies' websites now feature an investor information section with financial statements, annual reports, press releases and answers to frequently asked questions. Gathering my stock research materials like financial statements, company announcements and news as well as analyst reports would help me to review the company's financials. It is practical and effective to narrow down to what to look out for. Being a long term investor favouring the value investing approach, I would zero into the company's sales, net income, EPS, P/E, ROA and ROE ratios. Doing so would allow me to be familiarised with the financial health of the company. Besides these financial metrics, I would attempt to find out more on whether the company has sustainable competitive advantages, good management team, and understand the overall industry trends. It would be important to put the research into context, to see how the company fits into the bigger picture by comparing the financial numbers and key metrics to industry averages and other companies in the same industry. By doing sufficient research and analysing stocks, I would be able to identify stocks trading at a discount to their intrinsic value, and therefore more likely to gain reasonable returns in the long term. The more I know about a stock's value, the more I could make informed decisions on investing.
$Alibaba (BABA.US)$
$Alphabet-A (GOOGL.US)$
$Amazon (AMZN.US)$
$American Express (AXP.US)$
$Apple (AAPL.US)$
$Bank of America (BAC.US)$
$Meta Platforms (FB.US)$
$Microsoft (MSFT.US)$
$Netflix (NFLX.US)$
$NVIDIA (NVDA.US)$
$Block (SQ.US)$
$Tesla (TSLA.US)$

Cathie Wood famously has no shortage of critics. Yet a new ETF betting against her beloved tech companies is drawing muted investor interest thus far -- even as the strategy delivers a tidy 2.8% in its first few days.
Since its Tuesday debut, the $Tradr 2X Short Innovation Daily ETF (SARK.US)$, an exchange-traded fund that delivers the inverse performance of Wood's flagship $ARK Innovation ETF (ARKK.US)$, has received a modest $4.7 million assets.
- according to data compiled by Bloomberg.
That's no disaster for a new ETF -- many take time to fire up the Wall Street money machine. But early indications suggest there's no big rush to use the product in order to short expensive growth companies favored by the Ark Investment Management founder.
After a gangbusters 2020, ARKK is down 6% this year.
While many of her picks have been misfiring of late, Wood frequently emphasizes she has at least a five-year time horizon and that Ark's disruptive bets can be volatile. Often the money manager will use pullbacks as a buying opportunity.
$Tradr 2X Short Innovation Daily ETF (SARK.US)$, originally due to be called , seeks to track the inverse of ARKK performance through swap contracts. It rose 2.9% on Wednesday as ARKK dropped 3.3%, and slipped 0.4% Thursday as the Ark fund climbed 0.7%.
Many traders continue to wager against $ARK Innovation ETF (ARKK.US)$ directly by borrowing shares. Short interest in the $20 billion product is at around 4.7% of shares outstanding.
-according to data from IHS Markit Ltd.
That's not far from its peak of around 5.3% in March. Still, many other ETFs see much higher levels. Short interest for the $Ishares Iboxx $ High Yield Corporate Bond Etf (HYG.US)$, for example, is currently around 22%.
Will you invest in ARKK or SARK?
Source: Bloomberg

Last time we talked about what CPI is, today we'll talk about its perfect partner——PPI.
1. What is PPI？
The Producer Price Index (PPI) is used to measure commodity prices, which represents the average price of goods purchased by manufacturers.
2. Why PPI is CPI's perfect partner?
In general, PPI measures the average price of upstream market, and CPI represents average price of downstream markets.
When the upstream price increases, the downstream market will receive increased signs, and the price gap between the two markets can be filled with cost-shifting.
For example, if lumber's price increases, the price of wooden stools will increase.
Therefore, investors can use PPI to predict CPI. This is why they are perfect partners.
Don't read this:What is CPI?
3. What is the PPI for?
PPI can measure the inflation rate experienced by manufacturers.
If PPI is higher than expected, this means the inflation risk is rising from manufacturers.
The Fed may increase the interest rates based on an increasing PPI, which results in bullish on the U.S. dollar.
$S&P 500 Index (.SPX.US)$ $Nasdaq Composite Index (.IXIC.US)$ $Dow Jones Industrial Average (.DJI.US)$

Every quarter, the SEC releases Form 13F filed by Institutional Investment Managers to protect the unequal status of retail investors.The Q2 13F filings give us a quarterly opportunity to observe what star institutions are doing, getting a chance to have a deeper look at the latest market trends and find valuable trade ideas.
WhaleIndex 100 tracks the 100 most commonly held stocks disclosed on 13F filings. This strategy has a long-term better performance against S&P 500, with a total return of 250.4% in 5 years.
Berkshire Hathaway
According to the 13F filing in Q2, Berkshire’s US$293 billion portfolio consists of 44 companies, with Apple accounting for over 41% and the top 5 holdings accounting for over 76% of the total portfolio.
The top five holdings are   $Apple (AAPL.US)$ ,   $Bank of America (BAC.US)$ ,   $American Express (AXP.US)$ ,   $Coca-Cola (KO.US)$ ,   $The Kraft Heinz (KHC.US)$ .
In addition, as listed in Buffett's 2020 annual letter to shareholders,   $BYD COMPANY (01211.HK)$ (China's EV & Battery maker with a US$ 95 billion market cap.) is included in Berkshire's portfolio.
You can click "Summary" under the stock's "Detailed Quotes" page for more details.
Source: the moomoo App
Temasek
In Q2, Temasek's top 5 holdings are   $Blackrock (BLK.US)$ ,   $PayPal (PYPL.US)$ ,   $Alibaba (BABA.US)$ ,   $Visa (V.US)$ , and   $Lumen Technologies (LUMN.US)$ .
Temasek Holdings adds new stakes in Airbnb (ABNB), DiDi Global (DIDI), New Oriental Education & Technology (EDU), and Flywire (FLYW) to its US$343 billion portfolios, increased 35% from Q1. While the top sells include Alibaba (BABA), ContextLogic (WISH), Cheniere Energy (LNG), China Biologic (CBPO), and SPDR S&P Financial ETF (XLF).
Goldman Sachs
According to the 13F file in Q2, Goldman Sachs buys 5.87 million shares of Alibaba, becoming the 5th top holding for its portfolio. Goldman Sachs also increases the proportion of tech stakes such as Apple, Facebook, and Tesla, making its top 5 holdings become   $SPDR S&P 500 ETF (SPY.US)$ ,   $Apple (AAPL.US)$ ,   $Microsoft (MSFT.US)$ ,   $iShares Russell 2000 ETF (IWM.US)$ , and   $Alibaba (BABA.US)$ .
It is worth noting that unlike Goldman Sachs, BlackRock sells 74 million shares of Alibaba in Q2.
Rewards:
Do you think it's worth to watch what great investors are doing? Should people just fast-follow or turn a blind eye? Which investors/ mooers/ Youtubers are you following?
Leave your comments below before Aug 24,
5 mooers will win 2000 points
10 mooers will win 1000 points
based on the quality and originality of their comments.
Comment now to win！

$SGX (S68.SG)$ drop again