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$NVIDIA (NVDA.US)$ Hoping that the market will digest the high growth expectations after the financial report, the stock price will pull back to the key resistance at 125. Nvidia has long benefited from AI and datacenter business drivers, but the current valuation overshoots some of the growth. Short-term adjustments will help me provide better entry opportunities!
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$NVIDIA (NVDA.US)$ Compared to the previous financial report, market expectations are lower before this financial report, and volatility is higher. What does this indicate?
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$Intel (INTC.US)$ Poor management. Wonder when will the Board fire them?
1. The CPU's market share is being taken by AMD.
2. GPU? Hell no.
3. Data Center? Hell no.
4. Fabs? Kidding, right?
Missed too many opportunities such as smartphones and AI. So behind in their technology.
Now what? How will the US government save Intel, despite Trump's unfavorable Chips Act? It's better to start a new company from scratch at this point, if Trump wants to make America great again.
1. The CPU's market share is being taken by AMD.
2. GPU? Hell no.
3. Data Center? Hell no.
4. Fabs? Kidding, right?
Missed too many opportunities such as smartphones and AI. So behind in their technology.
Now what? How will the US government save Intel, despite Trump's unfavorable Chips Act? It's better to start a new company from scratch at this point, if Trump wants to make America great again.
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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 $0.01 million7319 per ton, benefiting from increased production in major regions such as the USA, China, the EU, and Ukraine.
Exchange rate fluctuations pose risks.
However, analysts also warn that exchange rate fluctuations pose risks to all poultry companies purchasing raw materials in US dollars. In October, the average exchange rate of the ringgit against the US dollar...
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$GameStop (GME.US)$ Got out with some profits, gonna enter in once market reopens. Realise the trend everytime when market open it will dip.
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$HIBISCS (5199.MY)$ Another O&G is trending down and broken all supports , does not looking positive in the short to mid term.
1. Depressing oil price due to groomy economy forecast around the world i.e. China, Europe
2. Oversupply will be exacerbated with peace deals being hammered out after Trump''s inauguration + more “drill-baby-drill”activities in US. Today, US is the largest O&G producer and net exporter .. the oil price is no longer decided by OPEC+ as ...
1. Depressing oil price due to groomy economy forecast around the world i.e. China, Europe
2. Oversupply will be exacerbated with peace deals being hammered out after Trump''s inauguration + more “drill-baby-drill”activities in US. Today, US is the largest O&G producer and net exporter .. the oil price is no longer decided by OPEC+ as ...
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$Advanced Micro Devices (AMD.US)$
hourly chart repeated patterns denied 50ma. today once market is open, will be getting puts at 140. expecting a move down to 135 or until it finds a strong support. highlighted in blue circle is my forecast for today. if it breaks 140 after 30 to 40mins being able to hold, I will cut the puts.
hourly chart repeated patterns denied 50ma. today once market is open, will be getting puts at 140. expecting a move down to 135 or until it finds a strong support. highlighted in blue circle is my forecast for today. if it breaks 140 after 30 to 40mins being able to hold, I will cut the puts.
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