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Set a live reminder
$Netflix (NFLX.US)$
Netflix Q4 2024 earnings conference call is scheduled for January 21 at 4:45 PM ET /January 22 at 5:45 AM SGT /January 22 at 8:45 AM AEDT. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Netflix's Q4 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what Netflix's management has to say!
Disclaimer:
This presentation is for informa...
Netflix Q4 2024 earnings conference call is scheduled for January 21 at 4:45 PM ET /January 22 at 5:45 AM SGT /January 22 at 8:45 AM AEDT. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Netflix's Q4 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what Netflix's management has to say!
Disclaimer:
This presentation is for informa...

Netflix Q4 2024 earnings conference call
Jan 22 05:45
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mubbiiee
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$NVIDIA (NVDA.US)$
I think today's non-farm payroll data is not bad, but obviously, it has been interpreted as bearish news. I think it is to force Powell to cut interest rates by 50 basis points.
However, regardless of the situation, once nvda falls back to double digits, the bulls need to quickly start buying, just like last time. If it rebounds above 100, that would be even better.
In a bull market, investors should have the feeling that they need to get on the train as soon as it arrives, otherwise they will miss it. Otherwise, the market sentiment will dissipate. Once nvda falls below 90 and continues to decline, this wave is basically over.
Once the leader of this bull market, nvda falls, the bull market will come to an end. You'll see, it's already starting to crumble. $Tesla (TSLA.US)$ Today, it just directly shriveled up. The seesaw is also malfunctioning. In this bull market, some stocks may rise better than nvda, but no one can replace nvda's leading position.
My plan: If nvda falls to around 90-95, I will decisively buy more stocks. If I buy at this level, and the bear market really comes, then I can quickly cut losses without a big loss. If the bull market continues, nvda will at least return to 140, with a very good risk-reward ratio.
I think today's non-farm payroll data is not bad, but obviously, it has been interpreted as bearish news. I think it is to force Powell to cut interest rates by 50 basis points.
However, regardless of the situation, once nvda falls back to double digits, the bulls need to quickly start buying, just like last time. If it rebounds above 100, that would be even better.
In a bull market, investors should have the feeling that they need to get on the train as soon as it arrives, otherwise they will miss it. Otherwise, the market sentiment will dissipate. Once nvda falls below 90 and continues to decline, this wave is basically over.
Once the leader of this bull market, nvda falls, the bull market will come to an end. You'll see, it's already starting to crumble. $Tesla (TSLA.US)$ Today, it just directly shriveled up. The seesaw is also malfunctioning. In this bull market, some stocks may rise better than nvda, but no one can replace nvda's leading position.
My plan: If nvda falls to around 90-95, I will decisively buy more stocks. If I buy at this level, and the bear market really comes, then I can quickly cut losses without a big loss. If the bull market continues, nvda will at least return to 140, with a very good risk-reward ratio.
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$Bitcoin (BTC.CC)$
I'm not happy today, btc broke through. $Advanced Micro Devices (AMD.US)$ The increase in the stock price of the bullish financial report was given up, and it is on the verge of breaking through. $Tesla (TSLA.US)$ It continues to pull back, but it is not a suitable price to continue to add positions. I can't buy at this price.
The stock market did not perform well in August. Although I was mentally prepared, the first day was so unlucky, why?
I'm not happy today, btc broke through. $Advanced Micro Devices (AMD.US)$ The increase in the stock price of the bullish financial report was given up, and it is on the verge of breaking through. $Tesla (TSLA.US)$ It continues to pull back, but it is not a suitable price to continue to add positions. I can't buy at this price.
The stock market did not perform well in August. Although I was mentally prepared, the first day was so unlucky, why?
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$NVIDIA (NVDA.US)$
Bought nvda.
$Advanced Micro Devices (AMD.US)$ Originally planned to buy more at 140, but couldn't make the move, so just tough it out. Changed to buy nvda. As long as the financial report is not adjusted downward, amd is already undervalued.
I originally wrote a long paragraph, and inexplicably it's gone, I don't know where the draft is saved. If anyone knows, please let me know, thank you very much. If no one knows, then never mind.
In short, the general idea is to persevere with proper allocation of defensive stocks, such as public utility companies that generate electricity from fossil energy. Inside XLU, I'm not happy with NEE, but the others are fine. I randomly bought a few the other day, and these days they are rising against the trend, showing strong support. However, they couldn't withstand the significant drop in big technology stocks, so overall I still suffered significant losses.
I believe the AI bull market is not over yet. If you also firmly believe in this, let's chant together, cast spells, and overcome the difficulties together:
Hold on tightly to high-quality stocks, don't sell unless fully loaded to the brim.
Hold on tightly to high-quality stocks, don't sell unless fully loaded to the brim.
Hold on to high-quality stocks tightly, not cutting is equivalent to fully bottoming out.
Bought nvda.
$Advanced Micro Devices (AMD.US)$ Originally planned to buy more at 140, but couldn't make the move, so just tough it out. Changed to buy nvda. As long as the financial report is not adjusted downward, amd is already undervalued.
I originally wrote a long paragraph, and inexplicably it's gone, I don't know where the draft is saved. If anyone knows, please let me know, thank you very much. If no one knows, then never mind.
In short, the general idea is to persevere with proper allocation of defensive stocks, such as public utility companies that generate electricity from fossil energy. Inside XLU, I'm not happy with NEE, but the others are fine. I randomly bought a few the other day, and these days they are rising against the trend, showing strong support. However, they couldn't withstand the significant drop in big technology stocks, so overall I still suffered significant losses.
I believe the AI bull market is not over yet. If you also firmly believe in this, let's chant together, cast spells, and overcome the difficulties together:
Hold on tightly to high-quality stocks, don't sell unless fully loaded to the brim.
Hold on tightly to high-quality stocks, don't sell unless fully loaded to the brim.
Hold on to high-quality stocks tightly, not cutting is equivalent to fully bottoming out.
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$Alphabet-A (GOOGL.US)$ I remember 40 days ago there was talk of the Indian CEO stepping down.
He'll take down the company. Get out of here.
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Many value stocks may present good buying opportunities this week. Although it may not be the lowest point, for long-term entry or short-term trading, rather than taking risks on the left side for maximum returns, I will choose to wait for a pullback or a right-side entry, usually with better certainty and decent ROI.
The stocks I am currently focusing on include
$McDonald's (MCD.US)$
$Home Depot (HD.US)$
$UnitedHealth (UNH.US)$
$FactSet Research Systems (FDS.US)$
Also considering whether to directly trade the Dow $SPDR Dow Jones Industrial Average Trust (DIA.US)$
Although the ai chip-led technology stocks have temporarily caught their breath, confidence has clearly not been restored. I will continue to hold a heavy position in TSM and a 2% position in NVDA, and maintain a wait-and-see attitude.
For Bitcoin, not panicking and cutting losses at the low point is definitely the right approach. However, the immediate 67k level is a support, and I plan to continue reducing my position near ibit38. $iShares Bitcoin Trust (IBIT.US)$ , if there is a chance to fall in the afternoon, just buy back.
As for technology stocks, after the Dow stabilizes and rebounds, the Nasdaq will also stabilize quickly. The current decline is just a reverse, and I will get back on the train when it stops. Unless $NVIDIA (NVDA.US)$ Unless the financial report really explodes, otherwise...
The stocks I am currently focusing on include
$McDonald's (MCD.US)$
$Home Depot (HD.US)$
$UnitedHealth (UNH.US)$
$FactSet Research Systems (FDS.US)$
Also considering whether to directly trade the Dow $SPDR Dow Jones Industrial Average Trust (DIA.US)$
Although the ai chip-led technology stocks have temporarily caught their breath, confidence has clearly not been restored. I will continue to hold a heavy position in TSM and a 2% position in NVDA, and maintain a wait-and-see attitude.
For Bitcoin, not panicking and cutting losses at the low point is definitely the right approach. However, the immediate 67k level is a support, and I plan to continue reducing my position near ibit38. $iShares Bitcoin Trust (IBIT.US)$ , if there is a chance to fall in the afternoon, just buy back.
As for technology stocks, after the Dow stabilizes and rebounds, the Nasdaq will also stabilize quickly. The current decline is just a reverse, and I will get back on the train when it stops. Unless $NVIDIA (NVDA.US)$ Unless the financial report really explodes, otherwise...
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$UnitedHealth (UNH.US)$
Although I don't currently have any positions, I have been following UNH. Many friends have been trapped and left messages for me. One friend was anxious about the financial report, and I said at the time that it feels like it's almost bottoming out, so selling at a loss is not very rational. If you're worried, you can use options to protect your position. Today, the financial report came out and the bearish news is finally over. The stock price also rebounded to the level at which I previously stopped loss selling before the market opened. If you don't fall before dawn, that's victory.
However, it's not so easy to get back above 500. There are too many trapped sellers. The sharp rise today is also partly due to funds fleeing from other places to buy at the dip.
My plan: If I have positions, I will definitely hold them. If I don't have any positions, I will also hold off because the bottom still needs to consolidate for a while, allowing trapped sellers to break free and buyers to enter in stages. It takes time for this turnover.
Speaking of bitcoin, 0.06 million is a very important resistance level. If it falls below 0.06 million, it will go down to 0.05 million and below. For other stocks, $iShares Bitcoin Trust (IBIT.US)$ At the 35-36 position, the bulls must defend it firmly, otherwise they will be completely defeated. At this position, I won't sell unless bitcoin can't hold 60,000. If it drops back to 0.05 million, then I will buy the dip. If there is a rebound to around 37-38, I will consider reducing my positions and lowering the risk.
$Tesla (TSLA.US)$ It's better not to touch Tera Group recently, there is a possibility of a 160 decline...
Although I don't currently have any positions, I have been following UNH. Many friends have been trapped and left messages for me. One friend was anxious about the financial report, and I said at the time that it feels like it's almost bottoming out, so selling at a loss is not very rational. If you're worried, you can use options to protect your position. Today, the financial report came out and the bearish news is finally over. The stock price also rebounded to the level at which I previously stopped loss selling before the market opened. If you don't fall before dawn, that's victory.
However, it's not so easy to get back above 500. There are too many trapped sellers. The sharp rise today is also partly due to funds fleeing from other places to buy at the dip.
My plan: If I have positions, I will definitely hold them. If I don't have any positions, I will also hold off because the bottom still needs to consolidate for a while, allowing trapped sellers to break free and buyers to enter in stages. It takes time for this turnover.
Speaking of bitcoin, 0.06 million is a very important resistance level. If it falls below 0.06 million, it will go down to 0.05 million and below. For other stocks, $iShares Bitcoin Trust (IBIT.US)$ At the 35-36 position, the bulls must defend it firmly, otherwise they will be completely defeated. At this position, I won't sell unless bitcoin can't hold 60,000. If it drops back to 0.05 million, then I will buy the dip. If there is a rebound to around 37-38, I will consider reducing my positions and lowering the risk.
$Tesla (TSLA.US)$ It's better not to touch Tera Group recently, there is a possibility of a 160 decline...
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