$Meta Platforms (META.US)$
Meta Platforms Q1 2024 earnings conference call is scheduled for Apr 24 at 5:00 PM ET /Apr 25 at 5:00 AM SGT/Apr 25 at 8:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Meta Platforms' Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
Disclaimer:
This presentation is for information and educational use only and is not a r...

$Alphabet-C (GOOG.US)$ $Alphabet-A (GOOGL.US)$
Alphabet Q1 2024 earnings conference call is scheduled for April 25 at 4:30 PM ET /April 26 at 4:30 AM SGT /April 26 7:30 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Alphabet's Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for information and educational use only an...

$Tesla (TSLA.US)$  laying off good for share price, go lean and productive..

$Tesla (TSLA.US)$
Popped for a few days and came back, almost hitting the bottom. Where should Musk and Wood Sister's faces go? Can we trust their words? From the beginning of the year until now, the stock has been falling continuously. From 299 until now, eight months have passed, and at the beginning of the ninth month, it almost hit the bottom again. Are you still buying this stock? It is completely in a bearish trend without any change, and there is no point in buying even when the moving average turns upward! The more you buy, the more your money shrinks. It's not too late to come back when the trend changes. Can't you find other stocks to buy besides this one? Is your mind blocked by cement? Meta, Google are also good, buying stocks in a bullish trend is not bad, and it's difficult not to lose when buying stocks in a bearish trend. Just like today, even after Musk clarified the false news, the stock price still did not rebound. This means that they have no intention of pushing the stock price up. Shortly after the market opened, false news came out. The false news was clearly premeditated. Only Musk and Wood Sister know the intentions. Don't just foolishly accept being deceived and wait for your wealth to shrink.

$Texas Instruments (TXN.US)$In the analysis of March 2022, it was selected due to the relatively high discount in valuation growth rate, and the stock price has shrunk by 11% since then.
Listed in 1953, mainly engaged in semiconductor design and manufacturing business, global market, current price of 162.
In the past 5 years, revenue has grown in the middle 3 years from 2020 to 2022, with contraction in the first and last years, averaging a growth rate of 2.1%. Operating profit also grew in the middle 3 years, with an average growth rate of 0.8%, and net income averaged a growth rate of 3.2%.
The current P/E ratio is 22.9, with a dividend yield of 3.1%. Calculated based on an average net income of 6.73 billion over 5 years, the P/E ratio is 21.9. Regardless of whether it is considered as a growth stock or a cyclical stock, the valuation is not low and lacks attractiveness.

Let's vent about the recent hot stocks.
$Advanced Micro Devices (AMD.US)$ , also known as 1.5 times leverage long on NVIDIA
$Super Micro Computer (SMCI.US)$ , also known as 3 times leverage long on NVIDIA
$Taiwan Semiconductor (TSM.US)$ , also known as high dividend version of NVIDIA
$ASML Holding (ASML.US)$ , also known as low volatility version of NVIDIA
$Tesla (TSLA.US)$ , inverse leverage short on NVIDIA

$NVIDIA (NVDA.US)$

$Marvell Technology (MRVL.US)$Excluded from the analysis in March 2022 due to unstable profits, the stock price has only slightly increased by 2% so far.
Listed in 2000, mainly engaged in the semiconductor solutions business for data infrastructure, with a global market and a current price of 69.66.
Revenue has grown for 4 years in the last 5 years, with an average growth rate of 19.7%, operating profit incurred losses from 2020 to 2022 due to rapid expense growth, only turning profitable in 2023. Net income incurred losses for 4 years, except for 2020, due to profits from business sales and income tax subsidies. In 2023, interest expenses accounted for 46% of operating profit, with an extremely heavy interest burden. The gross margin decreased from 50.9% to 46.3% over the past 5 years, before recovering to 50.5% in 2023.
Revenue shrank by 9.3% in the first 3 quarters of 2024, with operating profit and net income falling back into losses.
Currently, the market cap is 60.3 billion, with a ps ratio reaching 10.2, lacking investment value.

$NVIDIA (NVDA.US)$ The $600 point reduction position locks in some profit

$Arm Holdings (ARM.US)$ Typical volume-price divergence, a sharp drop is imminent