$SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$
Use the Fear Index to guide you!
If you match the SPY chart with the Fear Index chart, you would notice something interesting...
The periods of "Fear" match well with the bottoms in the markets:
Jun' 22
Oct' 22
Dec' 22
Mar' 23
And periods of "Greed" usually mark a local top in the markets:
Aug' 22
Dec' 22
Feb' 23
Go check them out & match them these periods with the SPY chart!
So it might be a viable strategy to:
-...

$SPDR S&P 500 ETF (SPY.US)$
Inflation dropped to 4%
What this mean for markets?
With inflation trending down nicely, it's unlikely Fed will hike rates again, at least for the next few months.This is a boost to the ongoing bull run in the markets, esp for tech/growth sectors.
I understand most people are still bearish on the markets and have poor outlook forecast.
But we need to look at key data.
There are 2 key reasons why i think the worst might be over already:
1. ...

$C3.ai (AI.US)$
- Revenue +6%
- Subscription revenue +11%
- 77% gross margin
- Net loss per share of $0.42
Good:
- Closed 71 agreements through partner network including Google Cloud, AWS , and Microsoft
- On track to achieve profitability by end of FY2024
- Use of predictive maintenance applications in the U.S. Air Force
Bad:
- Only 17% of bookings were driven by sales of the C3 AI Platform, the remaining 83% were driven by application sales
Management Comments
“Th...

$NVIDIA (NVDA.US)$
NVDA guided +64% revenue growth
(vs est. of just 7%)
- Q1 revenue of $7.2B, +19% QoQ
- Record Data Center revenue of $4.28B
- Q2 revenue outlook of $11B
Thoughts:
- Strong growth in company's main revenue-generating data center segment (>50% of company's revenue)
- But, revenue is declining in other segments (Gaming, Professional Visualization)
- The potential growth catalyst is its automotive segment, which has more than 2X revenue Y...

$Alibaba (BABA.US)$
- Revenue +2%
- Income from operations -9%
- Diluted EPS +35%
Good:
Consumer spending (Direct sales) gaining momentum since China eased draconian "zero-COVID" policy restrictions
- Increase in order volume for International Commerce Retail segment (Lazada, AliExpress, Trendyol and Daraz)
- Growth in Youku's subscription revenue
Bad:
- Regulatory crackdown on China tech sector
- Difficulty attracting new users with...

$Sea (SE.US)$
- Total GAAP revenue +5%
- Total gross profit +21%
Good:
Strong sales growth in Shopee & SeaMoney
Signs of recovery in Free Fire and AoV
Reduced delivery time via automation
Bad:
Garena's revenue -53%, due to gaming slump
Potential growth drivers:
- Expansion into Brazil: 8 distribution and sorting centers
- Launch of new games such as Undawn & Black Clover Mobile
Thoughts:
- A solid quarter of turnaround, with focus on p...

$SPDR S&P 500 ETF (SPY.US)$
This analysis is so accurate!
Created by Samuel Benner in 1875, it shows periods of panic, and periods where money can be made.
The 150-year-old Benner cycle has successfully predicted all major crises since the mid-1920s.
This includes events like:
- Great Depression
- WW2
- Dot Com bubble
- Covid crash
Good Times:
Years Benner identified as times of high prices and the best time to sell stocks, values, and assets of all kinds.
Hard Times: ...

$PayPal (PYPL.US)$
- TPV +12% FXN
- Net revenue +10% FXN
- Non-GAAP EPS +33%
- Total active accounts +1%
Good:
- Announced $15 billion share buyback program
- Double digit volume and transaction volume growth YoY
- Strong balance sheet and cash flow generation
Bad:
- Higher taxes
- Lower margin outlook
FY23 Guidance:
- Non-GAAP diluted EPS +20%
Thoughts:
- A strong quarter for Paypal.
- PYPL enjoyed double digit growth in sales, earnings an...

$Palantir (PLTR.US)$
- Revenue +18%
- Commercial Revenue +15%
- Government Revenue +20%
- Customers +41%
Good:
- First-ever quarter of positive net income of $31 million on a GAAP basis
- Demand for its new artificial intelligence platform is "without precedent”
- Reduction in stock-based compensation
- Strong balance sheet, $2.9 billion in cash and no debt
Bad:
- Slow growth in its international business
Guidance:
- Revenue of $2.185 to $2.235 bill...

$Coinbase (COIN.US)$
- Net Revenue +22% QoQ
- Total opex -24% QoQ
- Net loss of $79 million
- $284 million in adjusted EBITDA
Good:
- Strong balance sheet, with $5.3billion USD resources in reserves
- Generated positive adjusted EBITDA
- No loss of customer funds → fiat are fully insured by FDIC and held in money market funds
Bad:
- Potential crypto regulations
- Decline in net revenue from 1 year ago
Thoughts:
Despite flat trading volume, total transaction ...