Ulvalua
liked
Less than two months after opening the account, luckily exceeding my investment target 🎯 (two points monthly), the future is still a long way off.
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Ulvalua
liked
$SoundHound AI (SOUN.US)$
Not a buy call
Key Highlights:
1. Expanding Deployments:
• The company is successfully transitioning from merely signing new customers to deploying at scale, especially in franchise-heavy setups.
• Innovative solutions, such as retrofitting and agile hardware approaches, are accelerating deployments (e.g., the creative solutions for White Castle).
2. Franchise-Specific Focus:
• Dedicated investment in franchise sales teams to engage franchisees effectively, acknowledgin...
Not a buy call
Key Highlights:
1. Expanding Deployments:
• The company is successfully transitioning from merely signing new customers to deploying at scale, especially in franchise-heavy setups.
• Innovative solutions, such as retrofitting and agile hardware approaches, are accelerating deployments (e.g., the creative solutions for White Castle).
2. Franchise-Specific Focus:
• Dedicated investment in franchise sales teams to engage franchisees effectively, acknowledgin...
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Ulvalua
liked
$NVIDIA (NVDA.US)$
Def holding just needed some more ⛽🚀🚀
Def holding just needed some more ⛽🚀🚀
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Ulvalua
liked
There are five key warning signs when Bitcoin is nearing a price peak, and one of those indicators is already flashing red, according to onchain data service CryptoQuant.
In a Nov. 19 X post, CryptoQuant shared its top indicators to watch when assessing whether or not Bitcoin’s price is nearing an unsustainable level.
MVRV Ratio
The first signal is the “MVRV ratio,” which measures Bitcoin’s market value — the sum of all coins that have ...
In a Nov. 19 X post, CryptoQuant shared its top indicators to watch when assessing whether or not Bitcoin’s price is nearing an unsustainable level.
MVRV Ratio
The first signal is the “MVRV ratio,” which measures Bitcoin’s market value — the sum of all coins that have ...
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Ulvalua
liked
$Tesla (TSLA.US)$ $BYD COMPANY (01211.HK)$ $NIO Inc (NIO.US)$ $XPeng (XPEV.US)$
1) SpaceX Starship Test Flight 6 (STF6) successfully launched at 4pm local time (4 am SGT)
2) Donald Trump to watch Starship launch alongside Elon Musk
We’re getting the first images of SpaceX boss Elon Musk welcoming President-elect Donald Trump to watch today’s launch. It is not the first SpaceX launch that Trump has attended, having previously watched the firm’s first c...
1) SpaceX Starship Test Flight 6 (STF6) successfully launched at 4pm local time (4 am SGT)
2) Donald Trump to watch Starship launch alongside Elon Musk
We’re getting the first images of SpaceX boss Elon Musk welcoming President-elect Donald Trump to watch today’s launch. It is not the first SpaceX launch that Trump has attended, having previously watched the firm’s first c...
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Ulvalua
liked
$XIAOMI-W (01810.HK)$
During the 2024 Guangzhou Auto Show, Lei Jun, founder of Xiaomi, announced that the Xiaomi SU7 Ultra achieved a top speed of 359.71 km/h during a recent high-speed test at the CATARC Yan Cheng Automotive Proving Ground. Lei stated, "What limited the SU7 Ultra's maximum speed was not the car itself but the test track.”
The Xiaomi SU7 Ultra will challenge major tracks across China next year, including ...
During the 2024 Guangzhou Auto Show, Lei Jun, founder of Xiaomi, announced that the Xiaomi SU7 Ultra achieved a top speed of 359.71 km/h during a recent high-speed test at the CATARC Yan Cheng Automotive Proving Ground. Lei stated, "What limited the SU7 Ultra's maximum speed was not the car itself but the test track.”
The Xiaomi SU7 Ultra will challenge major tracks across China next year, including ...
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Ulvalua
liked
Fodder costs continue to decline, poultry industry profit margins expand.
Analysts believe that the poultry industry may expand its profit margins due to the decrease in fodder and other input costs, which will to some extent alleviate the impact of the depreciation of the ringgit.
MIDF investment bank analyst pointed out that feed usually accounts for 65% to 75% of production costs, which is a major bullish factor for the poultry industry.
The decline in feed costs is expected to increase the overall profits of resources. $QL (7084.MY)$ Longhe International $LHI (6633.MY)$ And the main companies' profit margins.
"We maintain an optimistic attitude towards the low prices of csi commodity equity index in 2025, thanks to ample supply from major exporting countries."
"Full benefit resources and Longhe International have the ability to seize this trend, combined with government support, making the outlook of the industry even more bullish."
Since early 2024, the prices of corn and soybean meal, among other key raw materials, have steadily declined.
In October this year, the average price of soybeans (accounting for 19% to 32% of fodder costs) was $350 per ton, a year-on-year decrease of 18%, due to increased supply from Argentina, the USA, and China.
At the same time, the price of corn, which typically accounts for 55% to 69% of fodder formulas, also decreased by an average of 14% last month, to $0.01 million7319 per ton, benefiting from increased production in major regions such as the USA, China, the EU, and Ukraine.
Exchange rate fluctuations pose risks.
However, analysts also warn that exchange rate fluctuations pose risks to all poultry companies purchasing raw materials in US dollars. In October, the average exchange rate of the ringgit against the US dollar...
Analysts believe that the poultry industry may expand its profit margins due to the decrease in fodder and other input costs, which will to some extent alleviate the impact of the depreciation of the ringgit.
MIDF investment bank analyst pointed out that feed usually accounts for 65% to 75% of production costs, which is a major bullish factor for the poultry industry.
The decline in feed costs is expected to increase the overall profits of resources. $QL (7084.MY)$ Longhe International $LHI (6633.MY)$ And the main companies' profit margins.
"We maintain an optimistic attitude towards the low prices of csi commodity equity index in 2025, thanks to ample supply from major exporting countries."
"Full benefit resources and Longhe International have the ability to seize this trend, combined with government support, making the outlook of the industry even more bullish."
Since early 2024, the prices of corn and soybean meal, among other key raw materials, have steadily declined.
In October this year, the average price of soybeans (accounting for 19% to 32% of fodder costs) was $350 per ton, a year-on-year decrease of 18%, due to increased supply from Argentina, the USA, and China.
At the same time, the price of corn, which typically accounts for 55% to 69% of fodder formulas, also decreased by an average of 14% last month, to $0.01 million7319 per ton, benefiting from increased production in major regions such as the USA, China, the EU, and Ukraine.
Exchange rate fluctuations pose risks.
However, analysts also warn that exchange rate fluctuations pose risks to all poultry companies purchasing raw materials in US dollars. In October, the average exchange rate of the ringgit against the US dollar...
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