$NVIDIA (NVDA.US)$i only know this, if there’s gonna be only one company that can make money from AI in the next 10 years, it’s gonna be Nvidia
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$Super Micro Computer (SMCI.US)$ sue the CEO, nasty guy
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$Super Micro Computer (SMCI.US)$ Financial fraud is a big taboo.
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$DBS Group Holdings (D05.SG)$
Share price is more corelated to expectation for future than past earnings. but I think DBS is well poisted to deal with the uncertainties near term, how to transit from higher interest rate profitibility => lower interest rate but more loans issued is the key to play out strongly in the next 3-6 months.
After the earnings, I have more confidence in DBS shares, but there’s still concerns from the US economy. Singapore is an export-oriented economy, it is strongly cor...
Share price is more corelated to expectation for future than past earnings. but I think DBS is well poisted to deal with the uncertainties near term, how to transit from higher interest rate profitibility => lower interest rate but more loans issued is the key to play out strongly in the next 3-6 months.
After the earnings, I have more confidence in DBS shares, but there’s still concerns from the US economy. Singapore is an export-oriented economy, it is strongly cor...
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$Super Micro Computer (SMCI.US)$The block orders for shorting have not even arrived at noon, so it should have collapsed...
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$NVIDIA (NVDA.US)$ $Invesco QQQ Trust (QQQ.US)$ $Amazon (AMZN.US)$
The Japanese yen arbitrage transaction settlement process was only about 50% completed
How long will it take to close a “Japanese yen arbitrage transaction”? Goldman Sachs and J.P. Morgan Chase each hold their own opinions
The Japanese yen arbitrage transaction settlement process was only about 50% completed
How long will it take to close a “Japanese yen arbitrage transaction”? Goldman Sachs and J.P. Morgan Chase each hold their own opinions
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$Super Micro Computer (SMCI.US)$
"Outlook: Super Micro expects first-quarter revenue to be in the range of $6 billion to $7 billion versus estimates of $5.3 billion. The company anticipates first-quarter adjusted earnings of $6.69 to $8.27 per share."
The next quarter's outlook is not bad, and after this technology pullback, it should be able to return to around 650. The current forward PE ratio is only about 18.
In the next five years, AI will be the focus of speculation. Otherwise, what else can the market speculate on? EV? Bank stocks? Metaverse? AI has not even reached the edge of the bubble. AI is now the most certain investment, without exception. This is an industry in which even global governments are actively investing strategically.
"Outlook: Super Micro expects first-quarter revenue to be in the range of $6 billion to $7 billion versus estimates of $5.3 billion. The company anticipates first-quarter adjusted earnings of $6.69 to $8.27 per share."
The next quarter's outlook is not bad, and after this technology pullback, it should be able to return to around 650. The current forward PE ratio is only about 18.
In the next five years, AI will be the focus of speculation. Otherwise, what else can the market speculate on? EV? Bank stocks? Metaverse? AI has not even reached the edge of the bubble. AI is now the most certain investment, without exception. This is an industry in which even global governments are actively investing strategically.
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$Super Micro Computer (SMCI.US)$
so many call options from whales bet on $Super Micro Computer (SMCI.US)$’s earnings! gonna be a great day
so many call options from whales bet on $Super Micro Computer (SMCI.US)$’s earnings! gonna be a great day
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