Alex Gen
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$JPMorgan (JPM.US)$
Banks have released their financial reports, but I don't think there's any need to look at them. Just by looking at the stock price, it's clear that the banks are making a lot of money.
Although I haven't looked at the financial reports, I guess the main source of income this time must be usury. The Fed is still hoping that banks will tighten their credit to control inflation, but that's just a fantasy. Powell, you better hike rates honestly. You need to do your own work, the banks won't help you with that.![]()
I don't know. $iShares 20+ Year Treasury Bond ETF (TLT.US)$ Is today's decline due to this reason? I think I should continue to reduce stock holdings and buy bonds.
$Tesla (TSLA.US)$ It's a rubbish time now, nothing meaningful.
$Alphabet-C (GOOG.US)$ It seems like it's going to break out of the triangle and go up?
$UnitedHealth (UNH.US)$ Yesterday, a friend suggested taking profit, which is indeed very reasonable. I think today's just a pullback, and I'll still buy in on dips. Even though it's already my largest holding, I'll continue to allocate positions from the technology sector if it falls further.
$Moderna (MRNA.US)$ Today's decline seems like a retracement, but I already have a heavy position and I won't add to it now.
From these operations, it can be seen that I am currently very conservative. It's either bonds or defensive stocks. That's right, I just don't believe in inflation...
Banks have released their financial reports, but I don't think there's any need to look at them. Just by looking at the stock price, it's clear that the banks are making a lot of money.
Although I haven't looked at the financial reports, I guess the main source of income this time must be usury. The Fed is still hoping that banks will tighten their credit to control inflation, but that's just a fantasy. Powell, you better hike rates honestly. You need to do your own work, the banks won't help you with that.
I don't know. $iShares 20+ Year Treasury Bond ETF (TLT.US)$ Is today's decline due to this reason? I think I should continue to reduce stock holdings and buy bonds.
$Tesla (TSLA.US)$ It's a rubbish time now, nothing meaningful.
$Alphabet-C (GOOG.US)$ It seems like it's going to break out of the triangle and go up?
$UnitedHealth (UNH.US)$ Yesterday, a friend suggested taking profit, which is indeed very reasonable. I think today's just a pullback, and I'll still buy in on dips. Even though it's already my largest holding, I'll continue to allocate positions from the technology sector if it falls further.
$Moderna (MRNA.US)$ Today's decline seems like a retracement, but I already have a heavy position and I won't add to it now.
From these operations, it can be seen that I am currently very conservative. It's either bonds or defensive stocks. That's right, I just don't believe in inflation...
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This is especially true in the 150k RMB - 300k RMB segment, which $Tesla (TSLA.US)$ , $BYD Company Limited (002594.SZ)$ , and $XPeng (XPEV.US)$ primarily operate in.
$NIO Inc (NIO.US)$ and $Li Auto (LI.US)$ , I think are relatively more insulated in the premium segment. They are in a much stronger position competitively in that segment.
$NIO Inc (NIO.US)$ and $Li Auto (LI.US)$ , I think are relatively more insulated in the premium segment. They are in a much stronger position competitively in that segment.
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Alex Gen
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Alex Gen
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Shares of $NVIDIA (NVDA.US)$ popped after releasing better-than-expected results.
This has been quite a surprise as most semiconductor companies have been edgy on their upcoming forecasts.
So, what actually happened?
1. YoY drop on FY basis, but better quarter QoQ
Based on a YoY basis, revenue was flat. But in terms of margins, gross margins were down 8.0 pts, while operating income and net income was down by 58% & 55% respectively.
It does look gloomy from t...
This has been quite a surprise as most semiconductor companies have been edgy on their upcoming forecasts.
So, what actually happened?
1. YoY drop on FY basis, but better quarter QoQ
Based on a YoY basis, revenue was flat. But in terms of margins, gross margins were down 8.0 pts, while operating income and net income was down by 58% & 55% respectively.
It does look gloomy from t...
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$NVIDIA (NVDA.US)$ There will be a sharp plunge tomorrow afternoon.
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$NVIDIA (NVDA.US)$ Haha, bought the right one, awesome!! Wishing myself a happy birthday
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$Tesla (TSLA.US)$ Give me a fall.
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Alex Gen
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How to invest with rising inflation? Which stock do you hold to protect your portfolio?
Although CPI has dropped which should signaled that Fed rate hike has effectively killed demand, inflation remains high and interest rate hike will continue for a while. Business sentiment is still very negative as most think that recession is still imminent and that drives stock prices further down.
For defensive stocks against inflation, there are some sectors that stays in the...
Although CPI has dropped which should signaled that Fed rate hike has effectively killed demand, inflation remains high and interest rate hike will continue for a while. Business sentiment is still very negative as most think that recession is still imminent and that drives stock prices further down.
For defensive stocks against inflation, there are some sectors that stays in the...
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$Tesla (TSLA.US)$ Can break 190, fuck Powell go
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