Elcorp
commented on
Hey mooers!
Last Wednesday, the 2024 US elections concluded with a decisive win for Trump. Alongside expectations of a 25 basis point rate cut by the Federal Reserve, US stocks surged, with banks jumping 10% after Trump's victory. Major US stock indices increased by nearly 5% for the week, Bitcoin hit record highs, $Tesla (TSLA.US)$ surged 29%, and $NVIDIA (NVDA.US)$ rose 9%. However, the strong bullish sentiment before the election brings some unc...
Last Wednesday, the 2024 US elections concluded with a decisive win for Trump. Alongside expectations of a 25 basis point rate cut by the Federal Reserve, US stocks surged, with banks jumping 10% after Trump's victory. Major US stock indices increased by nearly 5% for the week, Bitcoin hit record highs, $Tesla (TSLA.US)$ surged 29%, and $NVIDIA (NVDA.US)$ rose 9%. However, the strong bullish sentiment before the election brings some unc...
+5
39
17
$NVIDIA (NVDA.US)$ was at $127-128ish before the previous earning and plummeted. At only $14 difference to now, expectations is already bullish high once again.
No doubt the stock will rally post earning however from Thur-Fri and next week, people in calls/puts will be understandably nervous where the stock will go.
Yes, i see the stock growing maybe to 200 or beyond post earning report but that depends on Nvidia posting a knockout massive earning report. If it’s a bad report, it’s just takes mor...
No doubt the stock will rally post earning however from Thur-Fri and next week, people in calls/puts will be understandably nervous where the stock will go.
Yes, i see the stock growing maybe to 200 or beyond post earning report but that depends on Nvidia posting a knockout massive earning report. If it’s a bad report, it’s just takes mor...
2
3
2
This is my question for future investments.
If Trump gets in and imposes an across the board 10% or more tariff on all imports to the US which industries and sectors of the economy are hurt or boosted the most in Canada or in the US.
What areas are worth getting into or out of prior to him taking power in either the Canadian or the US market.
If Trump gets in and imposes an across the board 10% or more tariff on all imports to the US which industries and sectors of the economy are hurt or boosted the most in Canada or in the US.
What areas are worth getting into or out of prior to him taking power in either the Canadian or the US market.
2
3
Elcorp
liked
$Super Micro Computer (SMCI.US)$ Back then, the price was 1220, and there were many people in the comments section who thought it would break 2000. I remember many people going all in at that time. I guess those people have probably cashed out by now. Holding it until now is also very impressive.
Translated
1
1
Elcorp
liked
What a day, AI scam $Super Micro Computer (SMCI.US)$ meme, crashing down?
It reminds $GameStop (GME.US)$ $QuantumScape (QS.US)$ $Moderna (MRNA.US)$ $Novavax (NVAX.US)$ in 2021.
$Qorvo (QRVO.US)$ $CDW Corp (CDW.US)$ $DaVita (DVA.US)$ $Advanced Micro Devices (AMD.US)$ all crashed like $ASML Holding (ASML.US)$ earnings
Next cyclical semi $SMH with $S&P 500 Index (.SPX.US)$ $Invesco QQQ Trust (QQQ.US)$ probably get correction with election & FOMC next week.
$Meta Platforms (META.US)$ $Microsoft (MSFT.US)$ $Alphabet-C (GOOG.US)$ ER over. ...
It reminds $GameStop (GME.US)$ $QuantumScape (QS.US)$ $Moderna (MRNA.US)$ $Novavax (NVAX.US)$ in 2021.
$Qorvo (QRVO.US)$ $CDW Corp (CDW.US)$ $DaVita (DVA.US)$ $Advanced Micro Devices (AMD.US)$ all crashed like $ASML Holding (ASML.US)$ earnings
Next cyclical semi $SMH with $S&P 500 Index (.SPX.US)$ $Invesco QQQ Trust (QQQ.US)$ probably get correction with election & FOMC next week.
$Meta Platforms (META.US)$ $Microsoft (MSFT.US)$ $Alphabet-C (GOOG.US)$ ER over. ...
3
Elcorp
liked
Exactly 1 week ago, someone bought 3,000 put contracts on $SMCI with a $29.00 strike price and an expiration date for this Friday.
EY announces that they are no longer willing to audit $SMCI and the stock crashes 35% in minutes.
These puts were bought for $0.05 and are now trading at $1.55.
That's a +3,000% gain in 1 week. $Super Micro Computer (SMCI.US)$
Did someone know?
EY announces that they are no longer willing to audit $SMCI and the stock crashes 35% in minutes.
These puts were bought for $0.05 and are now trading at $1.55.
That's a +3,000% gain in 1 week. $Super Micro Computer (SMCI.US)$
Did someone know?
8
2
Elcorp
liked
$Super Micro Computer (SMCI.US)$ has faced allegations of accounting manipulation, which have escalated this morning when it was revealed that their auditor, Ernst & Young, resigned. The true extent of the situation is not yet known to the public
SMCI is one of Nvidia's largest customers, accounting for 9% of their sales. If they go under, $NVIDIA (NVDA.US)$ will take a massive hit to their future earnings.
Some may argue that it does not matter, b...
SMCI is one of Nvidia's largest customers, accounting for 9% of their sales. If they go under, $NVIDIA (NVDA.US)$ will take a massive hit to their future earnings.
Some may argue that it does not matter, b...
11
12
🔹Taiwan Semiconductor reported Q3 revenues of $23.5 billion: a +36% Y/Y growth and 1% above consensus estimates.
🔹Operating margin expanded 5.78 p.p. Y/Y to 47.5%, better than the 44.0% expectation.
🔹Diluted EPS was $0.39: a +50% Y/Y increase, and 8% above consensus estimates. $Taiwan Semiconductor (TSM.US)$
🔹Operating margin expanded 5.78 p.p. Y/Y to 47.5%, better than the 44.0% expectation.
🔹Diluted EPS was $0.39: a +50% Y/Y increase, and 8% above consensus estimates. $Taiwan Semiconductor (TSM.US)$
3
Elcorp : Are you bullish on NVDA?