$Meta Platforms (META.US)$
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.

$Texas Instruments (TXN.US)$在2022年3月的分析中因为估值相对增速折扣较多被选出，至今股价萎缩11%。
1953年上市，主要做半导体设计和制造业务，全球化市场，当前价格162。
5年来营收2020到2022年中间3年增长，首尾两年萎缩，平均增速2.1%，营业利润也是中间3年增长，平均增速0.8%，净利润平均增速3.2%。
目前市盈率22.9，股息率3.1%，按5年平均净利67.3亿计算市盈率为21.9，无论按增长股还是周期股来看估值都不低，缺乏吸引力。

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 March 2022 analysis due to unstable profits, the stock price has only risen 2% so far.
Listed in 2000, mainly engaged in the semiconductor solutions business for data infrastructure, with a global market, current price 69.66.
Revenue has grown for 5 years, except for 2020, with an average growth rate of 19.7%. Operating profit was in a loss from 2020 to 2022 due to rapid cost growth, 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 a heavy interest burden. Gross margin declined from 50.9% in the past 5 years to 46.3% 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