$iShares Bitcoin Trust (IBIT.US)$ Options trading = more ways to win big (or lose gracefully 😅). Either way, it’s a huge W for the crypto community. What’s your next move? ![]()
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Rockyturki
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Following the U.S. election victory of former President Donald Trump, major indices such as the $Dow Jones Industrial Average (.DJI.US)$ and the $S&P 500 Index (.SPX.US)$ have hit record highs, fueled by anticipations of tax cuts and deregulation. 🎉
$Tesla (TSLA.US)$ has also responded positively to Trump's win, given Elon Musk's vocal support during the campaign. Despite being down over 40% year-to-date in late April, Tesla has now r...
$Tesla (TSLA.US)$ has also responded positively to Trump's win, given Elon Musk's vocal support during the campaign. Despite being down over 40% year-to-date in late April, Tesla has now r...
From YouTube
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One of the most important things about investing: staying in the game.
Avoid the perils of (high) leverage. Short/long requires a lot of risk management. Options trading -> hero or zero.![]()
Avoid the perils of (high) leverage. Short/long requires a lot of risk management. Options trading -> hero or zero.
A potential negative read-through to $NVIDIA (NVDA.US)$ .
$Alphabet-C (GOOG.US)$ Capex is expected to be flat from Sep to Dec.
This might get picked up as negative on Nvidia given expectations are that Capex comments from Hyperscalers should be up and to the right.
My take: I think Nvidia's numbers will be fine because the AI growth will spread out past the Hyperscalers in the quarters to come and separately Nvidia can't keep up with demand for the next several quarters.
Here are the num...
$Alphabet-C (GOOG.US)$ Capex is expected to be flat from Sep to Dec.
This might get picked up as negative on Nvidia given expectations are that Capex comments from Hyperscalers should be up and to the right.
My take: I think Nvidia's numbers will be fine because the AI growth will spread out past the Hyperscalers in the quarters to come and separately Nvidia can't keep up with demand for the next several quarters.
Here are the num...
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This chart shows you very clear how early we still are in the AI chip demand story for a company like $Taiwan Semiconductor (TSM.US)$ .
1. HPC compute just recently upticked and should continue to grow fast with both training and especially inference LLM demand.
2. Smartphone demand still low, but a new upgrade cycle is expected as some SLMs will run on the edge.
3. If we see the rise of AVs in the next years $TSM's Automotive segment should benefit greatly here.
1. HPC compute just recently upticked and should continue to grow fast with both training and especially inference LLM demand.
2. Smartphone demand still low, but a new upgrade cycle is expected as some SLMs will run on the edge.
3. If we see the rise of AVs in the next years $TSM's Automotive segment should benefit greatly here.
🏆 $JPMorgan (JPM.US)$ Surprise Outlook
🇺🇸 $Bank of America (BAC.US)$ Global Markets Accelerate
🏢 $Wells Fargo & Co (WFC.US)$ Fees Offset NII Pressure
👔 $Morgan Stanley (MS.US)$ Wealth Unit Rebounds
📈 $Goldman Sachs (GS.US)$ Pent-up Demand
💹 $Charles Schwab (SCHW.US)$ Turning Point
🔄 $Citigroup (C.US)$ Turnaround in Progress
🇺🇸 $Bank of America (BAC.US)$ Global Markets Accelerate
🏢 $Wells Fargo & Co (WFC.US)$ Fees Offset NII Pressure
👔 $Morgan Stanley (MS.US)$ Wealth Unit Rebounds
📈 $Goldman Sachs (GS.US)$ Pent-up Demand
💹 $Charles Schwab (SCHW.US)$ Turning Point
🔄 $Citigroup (C.US)$ Turnaround in Progress
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Streaming 41.0% (+3.5pp Y/Y).
• YouTube 10.6% (+1.6pp Y/Y).
• Netflix 7.9% (+0.1pp Y/Y).
• Prime Video 3.6% (flat Y/Y).
• Disney+ 2.5% (+0.6pp Y/Y).
• Hulu 2.4% (-1.2pp Y/Y).
Source: Nielsen. $Alphabet-C (GOOG.US)$ $Netflix (NFLX.US)$ $Amazon (AMZN.US)$ $Disney (DIS.US)$
• YouTube 10.6% (+1.6pp Y/Y).
• Netflix 7.9% (+0.1pp Y/Y).
• Prime Video 3.6% (flat Y/Y).
• Disney+ 2.5% (+0.6pp Y/Y).
• Hulu 2.4% (-1.2pp Y/Y).
Source: Nielsen. $Alphabet-C (GOOG.US)$ $Netflix (NFLX.US)$ $Amazon (AMZN.US)$ $Disney (DIS.US)$
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$NVIDIA (NVDA.US)$ is widening the R&D gap with its closest competitor. Annualizing last quarter's R&D spend, NVDA is investing now almost at twice the level of $Advanced Micro Devices (AMD.US)$ . And the latter will have to split R&D between GPUs, CPUs and FPGAs, whereas NVDA can fully focus on building out the AI stack.
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Cantor Fitzgerald today lowered its price target on Amazon $Amazon (AMZN.US)$ to $210 down from $230 while maintaining its Overweight rating
Cantor Fitzgerald raised its price target on Facebook $Meta Platforms (META.US)$ to $670 up from $660 while maintaining its Overweight rating
Keybanc raised its price target on Facebook $Meta Platforms (META.US)$ to $655 up from $560 while maintaining its Overweight rating
BMO Capital lowered its price target on Google $Alphabet-A (GOOGL.US)$ to $215 down f...
Cantor Fitzgerald raised its price target on Facebook $Meta Platforms (META.US)$ to $670 up from $660 while maintaining its Overweight rating
Keybanc raised its price target on Facebook $Meta Platforms (META.US)$ to $655 up from $560 while maintaining its Overweight rating
BMO Capital lowered its price target on Google $Alphabet-A (GOOGL.US)$ to $215 down f...
2
Rockyturki
commented on
$Tesla (TSLA.US)$Robotaxi Day is scheduled for October 10 at 10:00 PM ET /October 11 at 10:00 AM SGT /October 11 at 12:00 AM AEST. Subscribe to join the live NOW!
This event will reveal Tesla's most anticipated robotaxi plans and designs. Elon Musk tweeted, with the title, "We, Robot" that it would be "one for the history books."
While you grab your spot, dive into our fun guessing game with prizes just for mooers!
![]()
How to Play:
1. Leave Your Predictions: What themes or product...
This event will reveal Tesla's most anticipated robotaxi plans and designs. Elon Musk tweeted, with the title, "We, Robot" that it would be "one for the history books."
While you grab your spot, dive into our fun guessing game with prizes just for mooers!
1. Leave Your Predictions: What themes or product...
Tesla Robotaxi Day
Oct 10 21:00
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
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