Trump overtakes PA.
If Trump wins PA, Trump has pretty much won the election…
If Trump wins PA, Trump has pretty much won the election…
Weaker yen make higher US tech stocks valuation. The wide differential between US and Japanese real interest rates has made yen financing for US assets cheap, boosting tech valuations. Yen carry trade is a key factor driving the US tech stock rally, with the biggest risk being a stronger yen. Higher real rates in Japan could strengthen the yen and deflate US tech stocks. If you hold US tech positions, you can hedge this risk by going long on the y...
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The better-than-expected Q3 performance led to a remarkable 20% surge, fully recovering the 10% drop from Robotaxi day, where i had previously suggested any pullback should be seen as a buying opportunity. If you miss that post: Tesla: A Buy, note before Robotaxi day
I invested in Tesla back in June and have weathered the roller-coaster of market ups and downs, yet these volatility haven't shaken my confidence in holding. I dont care about how the s...
I invested in Tesla back in June and have weathered the roller-coaster of market ups and downs, yet these volatility haven't shaken my confidence in holding. I dont care about how the s...
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Remember my post from Sep 12? where I uncovered that a whale spent $2.3 billion on deep ITM(in-the-money) S&P 500 call options. Since then, the option he long with the strike price of 4000 has increased by 18%, while the one with the strike price of 5000 has surged by 32%.
How much profit he made in this trade? A quick calculation it's roughly 2.3B*20%=$460 million, WHAT A INSANE GAINS IN JUST 1 MONTH!!!
If you missed that post, you can fin...
How much profit he made in this trade? A quick calculation it's roughly 2.3B*20%=$460 million, WHAT A INSANE GAINS IN JUST 1 MONTH!!!
If you missed that post, you can fin...
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$Taiwan Semiconductor (TSM.US)$ earnings beat, 2nm and A16 processes are key growth drivers, with mass production starting in 2025 and significant adoption expected by Apple for iPhone 18.
Follow me for my latest analysis.
Follow me for my latest analysis.
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Love this company. For the great company like apple, tesla and nvidia, all you need to do is buy and hold. and then you can forget about your account. As Warren Buffett says, In the short run, the market is a voting machine but in the long run, it is a weighing machine. $Apple (AAPL.US)$ $Tesla (TSLA.US)$ $NVIDIA (NVDA.US)$
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*Disclaimer: I DO NOT own any DJT stocks or options, and this post reflects my personal views. Always DYOR (Do your own research).
DJT is now 33USD at pre-market trading and The stock has more than doubled since hitting a low of $11.75 on Sep 24. A call option expired at this Friday surged nearly 130% on last trading day. Despite this bullish momentum, there are significant concerns that suggests the risks outweigh the potential rew...
DJT is now 33USD at pre-market trading and The stock has more than doubled since hitting a low of $11.75 on Sep 24. A call option expired at this Friday surged nearly 130% on last trading day. Despite this bullish momentum, there are significant concerns that suggests the risks outweigh the potential rew...
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*Disclaimer: I DO NOT own TSMC stocks and this post reflects my personal views. Always DYOR (Do your own research).
TSMC is going to release 24Q3 earnings result on next Thursday(10/17), some ideas to explain why I am bullish and suggest considering a buy.
Recent Performance
$Taiwan Semiconductor (TSM.US)$ has significantly outperformed market indices YTD, achieving a 85% return compared to the S&P 500's 21% gain. The company's Q2 2024 ear...
TSMC is going to release 24Q3 earnings result on next Thursday(10/17), some ideas to explain why I am bullish and suggest considering a buy.
Recent Performance
$Taiwan Semiconductor (TSM.US)$ has significantly outperformed market indices YTD, achieving a 85% return compared to the S&P 500's 21% gain. The company's Q2 2024 ear...
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*Disclaimer: I own Tesla stocks and this post reflects my personal views. Always DYOR (Do your own research).
1. Lower your expectation for Robotaxi day:
Robotaxi aka cybercab is not expected to enter mass production until Q1 2027. Given this timeline, expecting a significant post-event stock surge for Tesla may be overly optimistic. Whether Tesla's Robotaxi service will use fully autonomous vehicles or leverage existing Tesla owners' cars, the company's Ful...
1. Lower your expectation for Robotaxi day:
Robotaxi aka cybercab is not expected to enter mass production until Q1 2027. Given this timeline, expecting a significant post-event stock surge for Tesla may be overly optimistic. Whether Tesla's Robotaxi service will use fully autonomous vehicles or leverage existing Tesla owners' cars, the company's Ful...
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China stocks reopen trading yesterday and are experencing volatility after a 7-day holiday. How to select sectors and stocks in this fluctuating environment?
Goldman Sachs has just released (Oct 7) a report highlighting key sectors and stocks to watch. They emphasize a shift from supply-side to demand-side stimulus, benefiting consumer-oriented sectors like Retailing, Consumer Services, F&B, and Durables. These sectors are expected to gain...
Goldman Sachs has just released (Oct 7) a report highlighting key sectors and stocks to watch. They emphasize a shift from supply-side to demand-side stimulus, benefiting consumer-oriented sectors like Retailing, Consumer Services, F&B, and Durables. These sectors are expected to gain...
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