$Palo Alto Networks (PANW.US)$ Great upward revision from the financial results!
Looking forward to today's market! 🤣🙃
Looking forward to today's market! 🤣🙃
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$Palo Alto Networks (PANW.US)$ Even with good financial guidance, it still falls. 😮💨
It's always like that, isn't it.
I'd like to see a pillar of fire.
It's always like that, isn't it.
I'd like to see a pillar of fire.
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kenjiae86
liked
$Palo Alto Networks (PANW.US)$
Everyone is focusing on nvidia, but among these high-quality stocks, are the more modest ones stable in value movement and suitable for shareholding?
Everyone is focusing on nvidia, but among these high-quality stocks, are the more modest ones stable in value movement and suitable for shareholding?
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$Arm Holdings (ARM.US)$ Don't bark here 😤
Although it's leisurely to wait, it's tough to have funds sleep.
Although it's leisurely to wait, it's tough to have funds sleep.
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kenjiae86
liked and commented on
$Arm Holdings (ARM.US)$ Setting aside those who think short-term, I completely do not understand those who cut losses and surrender themselves despite thinking long-term, and it has been the same since the company went public that comments like "I shouldn't have sold when it went up" are common.
Cutting losses -> "I shouldn't have sold when it went up" -> in -> with such a cycle of cutting losses, it's impossible to make a profit (laughs)
It's time to learn, your grip is too weak.
Cutting losses -> "I shouldn't have sold when it went up" -> in -> with such a cycle of cutting losses, it's impossible to make a profit (laughs)
It's time to learn, your grip is too weak.
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kenjiae86
commented on
$Arm Holdings (ARM.US)$
Semiconductors and AI, they only know to some extent what is written on the internet. Everyone other than operators is an amateur.
Semiconductors and AI, they only know to some extent what is written on the internet. Everyone other than operators is an amateur.
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kenjiae86
liked
$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
Now, looking at the November financial estimates on FedWatch, the expectation of no rate cut has completely disappeared, and it is now 99% for a 0.25 rate cut. There is also a slight expectation of a 0.5 rate cut. I personally think a 0.5 rate cut is unlikely, but due to the shocking NFP numbers, this kind of estimate has emerged.
Now, looking at the November financial estimates on FedWatch, the expectation of no rate cut has completely disappeared, and it is now 99% for a 0.25 rate cut. There is also a slight expectation of a 0.5 rate cut. I personally think a 0.5 rate cut is unlikely, but due to the shocking NFP numbers, this kind of estimate has emerged.
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kenjiae86
commented on
Bernstein analyst kept the target stock price at $100, but isn't it an underperform downgrade for a stock that exceeded the target price of $100 and reached $150? It seems like they might be looking at reality upside down! There is no doubt about the investment in ARM's management team and Masayoshi Son's AI.
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kenjiae86
commented on
You'll just come back soon anyway.
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