-Surge-
liked
3
2
-Surge-
liked
Deposited another $200. Just to close the topic with Alibaba and Chinese stock market. Last week, I visited seminar organized by UBS. Their main comment on Chinese economy and Chinese stock market was that consumption has not recovered since COVID-19. People are not spending as much as they spent before COVID + high unemployment ratio. As per UBS assessment, it could take another 2-3 years to fully recover 🤷♂️
But, as a long-term investor, I’m not looking at current price fl...
But, as a long-term investor, I’m not looking at current price fl...
13
1
-Surge-
liked
$Advanced Micro Devices (AMD.US)$ | AMD Q4 2023 Earnings Highlights:
🔹 Revenue: $6.2B (Est. $6.13B) 🟢
🔹 Adj. Oper. Margin: 23% (Est. 23.2%) 🔴
🔹 R&D Expenses: $1.51B (Est. $1.52B) 🟢
🔹 Capex: $139M (Est. $120.8M) 🔴
🔸 Q1 Outlook: Sees Q1 Rev: $5.1B TO $5.7B (Est. $5.77B) 🔴
Segment Breakdown:
🔹 Data Center Revenue: $2.28B (YOY increase of 38%, Est. $2.3B) 🔴
🔹 Gaming Revenue: $1.37B (YOY decrease of 17%, Est. $1.25B) 🟢
🔹 Client Revenue: $1.46B (YOY increase of 62%, Est. $1.51B) 🔴
🔹 Embedded Revenue: $...
🔹 Revenue: $6.2B (Est. $6.13B) 🟢
🔹 Adj. Oper. Margin: 23% (Est. 23.2%) 🔴
🔹 R&D Expenses: $1.51B (Est. $1.52B) 🟢
🔹 Capex: $139M (Est. $120.8M) 🔴
🔸 Q1 Outlook: Sees Q1 Rev: $5.1B TO $5.7B (Est. $5.77B) 🔴
Segment Breakdown:
🔹 Data Center Revenue: $2.28B (YOY increase of 38%, Est. $2.3B) 🔴
🔹 Gaming Revenue: $1.37B (YOY decrease of 17%, Est. $1.25B) 🟢
🔹 Client Revenue: $1.46B (YOY increase of 62%, Est. $1.51B) 🔴
🔹 Embedded Revenue: $...
16
3
-Surge-
reacted to
So should we.
Here is a Buffett style checklist to get you started.
$Warren Buffett Portfolio (LIST2999.US)$ $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$ $Apple (AAPL.US)$ $Coca-Cola (KO.US)$ $Bank of America (BAC.US)$ $Occidental Petroleum (OXY.US)$
Here is a Buffett style checklist to get you started.
$Warren Buffett Portfolio (LIST2999.US)$ $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$ $Apple (AAPL.US)$ $Coca-Cola (KO.US)$ $Bank of America (BAC.US)$ $Occidental Petroleum (OXY.US)$
7
1
-Surge-
liked
Recently, $Microsoft (MSFT.US)$'s market capitalization is edging nearer to $Apple (AAPL.US)$ in the race to be the most valuable company in the United States. As of Monday, Microsoft's market value stood at $2.78 trillion, just shy of Apple's $2.89 trillion. The gap between the two tech behemoths has shrunk, with Microsoft trailing by a mere $100 billion.
Apple has seen its value decrease from over $3 trillion to $2.89...
Apple has seen its value decrease from over $3 trillion to $2.89...
9
2
1
-Surge-
liked
$NVIDIA (NVDA.US)$ Clearance, after 4 years of grinding, finally achieved a 10-fold growth today.![]()
I feel like this round won't reach 600.
Translated
4
-Surge-
liked
24
-Surge-
liked
$Texas Instruments (TXN.US)$ 3.44% Yield. Affordable tech.
$CubeSmart (CUBE.US)$ 5.41% Yield-Self storage is a great business. Boring and profitable!
$Johnson & Johnson (JNJ.US)$ 3.12% Yield- Pristine balance sheet.
$T. Rowe Price (TROW.US)$ 5.01% Yield. Out of favor.
$Johnson Controls (JCI.US)$ 3.01% Yield. Low P/E.
Which would you add?
$Warren Buffett Portfolio (LIST2999.US)$ $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$
$CubeSmart (CUBE.US)$ 5.41% Yield-Self storage is a great business. Boring and profitable!
$Johnson & Johnson (JNJ.US)$ 3.12% Yield- Pristine balance sheet.
$T. Rowe Price (TROW.US)$ 5.01% Yield. Out of favor.
$Johnson Controls (JCI.US)$ 3.01% Yield. Low P/E.
Which would you add?
$Warren Buffett Portfolio (LIST2999.US)$ $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$
2
-Surge-
voted
Tesla CEO Elon Musk said on Thursday he will not sell any more of the electric carmaker’s stock for about two years.
While speaking in a Twitter Spaces audio chat, Musk said he foresees the economy will be in a “serious recession” in 2023 and demand for big-ticket items will be lower.
His comments came after a Tesla stock sell-off deepened on Thursday over worries about softening demand for elect...
While speaking in a Twitter Spaces audio chat, Musk said he foresees the economy will be in a “serious recession” in 2023 and demand for big-ticket items will be lower.
His comments came after a Tesla stock sell-off deepened on Thursday over worries about softening demand for elect...
10
1
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)