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KevinZhang3 Private ID: 73172383
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    KevinZhang3 Set a live reminder
    Tesla Q1 2024 earnings conference call is scheduled for April 23, 5:30 PM ET /April 24, 5:30 AM SGT/April 24 at 8:30 AM AEST. Subscribe NOW to join the live earnings conference and hear directly from Tesla's management!
    Beat or Miss?
    What do you expect from Tesla's Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what Tesla's management has to say!
    Disclaimer:
    This presentation is for informational and educational use only and is not a recom...
    特斯拉 2024 Q1 业绩电话会
    Apr 23 16:30
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    1
    KevinZhang3 Set a live reminder
    $Meta Platforms (META.US)$
    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...
    Meta Platforms Q1 2024 earnings conference call
    Apr 24 16:00
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    KevinZhang3 Set a live reminder
    $Alphabet-C (GOOG.US)$ $Alphabet-A (GOOGL.US)$
    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...
    Alphabet Q1 2024 earnings conference call
    Apr 25 15:30
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    KevinZhang3 commented on
    $Tesla (TSLA.US)$  laying off good for share price, go lean and productive..
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    KevinZhang3 commented on
    $Tesla (TSLA.US)$
    After a few days of shooting, it's almost broken. Where are Musk and Sister Wood's faces going. Can they believe it? From the beginning of the year to the current fall, from 299 to now, the beginning of the ninth month has been almost completely broken, is the stock still buying a lot? The trend has not changed at all, and there is nothing to buy in the direction of the average line! The more you buy your money, the more it shrinks, and the longer the trend changes. Can you buy so many stocks without him? Is your brain blocked by cement? Meta and Google are also good, and it is also difficult for multi-trend stocks not to buy and buy at low prices, just as Musk clarified today that after the fake news Musk clarified that the stock price will not go back, it means that they have no heart to let the stock go up at the opening. It's not long before the holiday news comes out, the fake news is basically It's time to plan well, because there are only Musk and the wooden sisters. Don't be fooled into waiting for your fortune to shrink.
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    $Texas Instruments (TXN.US)$In the analysis of March 2022, it was selected due to the relatively high discount in valuation growth rate, and the stock price has shrunk by 11% since then.
    Listed in 1953, mainly engaged in the business of semiconductor design and manufacturing, in the global market, the current price is 162.
    Revenue has grown in the past 5 years, with a growth rate of 2.1% in the intermediate 3 years and shrinkage in the two end years. Operating profit has also grown in the intermediate 3 years, with an average growth rate of 0.8%, and the average growth rate of net income is 3.2%.
    Currently, the PE ratio is 22.9 and the dividend yield is 3.1%. Based on the 5-year average net income of 6.73 billion, the PE ratio is calculated as 21.9. Whether viewed from the perspective of growth stocks or cyclical stocks, the valuation is not low and lacks attractiveness.
    Translated
    Let's comment on the recent popular stocks.
    $Advanced Micro Devices (AMD.US)$ Alias: 1.5x leverage long on Nvidia stocks.
    $Super Micro Computer (SMCI.US)$ Alias: 3x leverage long on Nvidia stocks.
    $Taiwan Semiconductor (TSM.US)$ Alias: Nvidia stocks with high dividends.
    $ASML Holding (ASML.US)$ Also known as: Low-volatility version of nvidia
    $Tesla (TSLA.US)$ Leveraged shorting nvidia

    $NVIDIA (NVDA.US)$
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    In the tense wait, let's write some jokes.
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    $Marvell Technology (MRVL.US)$Excluded from the analysis in March 2022 due to unstable profits, the stock price has since risen by 2%.
    Listed in 2000, mainly engaged in the business of semiconductor solutions for data infrastructure, in the global market, the current price is 69.66.
    Revenue has grown for 4 years in the past 5 years, except in 2020, with an average growth rate of 19.7%. Operating profit was negative from 2020 to 2022 due to excessive expense growth, and it was not profitable until 2023. Net income was negative for 4 years, except in 2020 when there was profit from the sale of business and income tax subsidies. In 2023, interest expense accounted for 46% of operating profit, indicating a heavy interest burden. The gross margin declined from 50.9% in the past 5 years to 46.3%, but recovered to 50.5% in 2023.
    Revenue contracted by 9.3% in the first three quarters of 2024, and both operating profit and net income fell into loss.
    The current market cap is 60.3 billion, with a ps ratio of 10.2, lacking investment value.
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    $NVIDIA (NVDA.US)$ The $600 point reduction position locks in some profit
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    KevinZhang3 liked and commented on
    $Arm Holdings (ARM.US)$ Typical volume-price divergence, a sharp drop is imminent
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