$Micron Technology (MU.US)$ $Advanced Micro Devices (AMD.US)$ $NVIDIA (NVDA.US)$ Despite a massive shortage, the earnings for virtually all of them including MU which reported tonight, constantly beat and are exceeding expectations. MU had 20 downward revisions according to SA beforehand and yet still beat. TWENTY down, 0 upward revisions! Crazy! These analysts are clueless.
With more COVID, semiconductors are great for metaverse/at home plays, and of course with less COVID the reopening development helps semiconductors as well with massive demand.
This is one of the easiest calls you could make for 2022, other than Industrials, I could not be more bullish on these two sectors moving forward.
Some of my favorites: MU, On, Marvel, Qualcomm and of course AMD and NVDA.

A short squeeze can occur when a heavily shorted stock rises in value instead of falling. Short sellers could be looking to close out their position and can face a loss if they have to buy back the shares they initially borrowed at a higher price.
Here is a look at Fintel's top five short squeeze candidates for the week of Nov. 1.
$Biora Therapeutics (PROG.US)$ $Bit Digital (BTBT.US)$ $WiMi Hologram Cloud (WIMI.US)$ $Protagonist Therapeutics (PTGX.US)$ $AerSale (ASLE.US)$
Let's look for the next $GameStop (GME.US)$ or $AMC Entertainment (AMC.US)$.

Youtube channel: Hopehope赋予希望
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
Yes I could wrong. For trading, one has to be agile and know when to cut loss when one is wrong. For investment, its a different operations because for trading, when price moves against one aggressively and hit stop loss limit, one is wrong even if fundamentals are unchanged.
Why did China "suspends" Tencent app from updating yesterday (25 Nov 2021)?
For my longtime followers on youtube, Tiger Brokers and reddit, you would know that I have done a video on Renminbi internationalisation and see China playing a very good piece of chess (i call them the master chess player)!
https://youtu.be/Pu-rXA480RY
If you watch the video above, you would know that China is going to push forward with Renminbi internationalisation given that globally, the reserves in RMB are still very small compared to USD and Euro. An important piece of the chess set is to allow Chinese citizens to invest overseas!
With overseas equities particularly US equities at high valuation, it would make sense for China to keep Chinese equities listed overseas at lower valuation so that when they eventually open the floodgates, their domestic citizens who abide the rules and only invest by them, can enjoy the fruits with chinese equities rebounding fiercely then.
This is why until China allows their citizens to invest overseas directly, any rebound in Chinese tech stocks may not be that strong. This is why after Tencent crossing 500 HKD these few days, Chinese authorities have yet again announced such measures to keep the excitement of potential rebound in tech stocks at its bay.
As always, this should not be construed as any investment or trading advice.
$TENCENT (00700.HK)$ $XIAOMI-W (01810.HK)$ $Alibaba (BABA.US)$ $ALIBABA HEALTH INFORMATION TECH LTD (ALBHF.US)$ $DiDi Global (Delisted) (DIDI.US)$ $Hang Seng H-Share Index ETF (02828.HK)$ $Hang Seng Index ETF (02833.HK)$ $NetEase (NTES.US)$ $Razer Inc. (01337.HK)$ $JD.com (JD.US)$ $MEITUAN-W (03690.HK)$ $BILIBILI-W (09626.HK)$ $PDD Holdings (PDD.US)$ $Bilibili (BILI.US)$ $HUYA Inc (HUYA.US)$ $DouYu (DOYU.US)$ $ZA ONLINE N2507 (40304.HK)$ $Full Truck Alliance (YMM.US)$ $Kanzhun (BZ.US)$ $NIO Inc (NIO.US)$ $XPeng (XPEV.US)$ $LI AUTO-W (02015.HK)$ $Li Auto (LI.US)$

Weekly market recap
Stock futures edged lower in overnight trading Sunday after the Dow Jones Industrial Average notched its third positive week in a row at a record high.
Wall Street is coming off a winning week on the back of strong corporate earnings. The blue-chip $Dow Inc (DOW.US)$ gained more than 1% last week and closed Friday at a record. The $S&P 500 Index (.SPX.US)$ rallied 1.7% last week, also posting its third straight positive week and hitting an all-time high Friday.
Of the 117 companies in the S&P 500 that have reported earnings to date, 84% posted numbers that beat expectations, according to Refinitiv. S&P 500 companies are expected to grow profit by about 35% in the third quarter.
Here's a look at the return of S&P 500 sectors
This week ahead in focus
Some of the biggest technology companies are slated to report earnings this week, including $Meta Platforms (FB.US)$, $Alphabet-C (GOOG.US)$, $Microsoft (MSFT.US)$, $Amazon (AMZN.US)$ and $Apple (AAPL.US)$. A third of the Dow companies also is set to release quarterly results this week, including $Caterpillar (CAT.US)$, $Coca-Cola (KO.US)$, $Boeing (BA.US)$ and $McDonald's (MCD.US)$.
Economists and Fed watchers will also be paying attention on Wednesday, when the minutes from the Federal Open Market Committee September meeting will be released. Finally, the annual meetings of the World Bank Group and the International Monetary Fund will run virtually all week.
Economic data out this week includes the Conference Board's Consumer Confidence Index for October on Tuesday, the Census Bureau's durable-goods report for September on Wednesday, and the Bureau of Economic Analysis' preliminary estimate for third-quarter GDP on Thursday.
Economists' consensus estimate is for a seasonally adjusted annual growth rate of 4%, after the economy grew 6.7% in the second quarter.
Monday 10/25
Mega-cap tech companies headline the week's quarterly results starting with Facebook, which reports after the close. Alphabet and Microsoft follow on Tuesday, and Amazon.com and Apple on Thursday.
$Cadence Design Systems (CDNS.US)$, $Kimberly-Clark (KMB.US)$, and $Otis Worldwide (OTIS.US)$release quarterly results.
Tuesday 10/26
$3M (MMM.US)$, $Advanced Micro Devices (AMD.US)$, $Ameriprise Financial (AMP.US)$, $Capital One Financial (COF.US)$, $Chubb Ltd (CB.US)$, $Ecolab (ECL.US)$, $Eli Lilly and Co (LLY.US)$, $GE Aerospace (GE.US)$, $Hasbro (HAS.US)$, $Invesco (IVZ.US)$, $Lockheed Martin (LMT.US)$, $MSCI Inc (MSCI.US)$, $Novan (NOVN.US)$, $RTX Corp (RTX.US)$, $S&P Global (SPGI.US)$, $Sherwin-Williams (SHW.US)$, $Texas Instruments (TXN.US)$, $Twitter (Delisted) (TWTR.US)$, $United Parcel Service (UPS.US)$, and $Visa (V.US)$ report earnings.
The Census Bureau reports sales of new single-family houses for September. Consensus estimate is for a seasonally adjusted annual rate of 775,000 homes sold, 35,000 more than the August figure.
The Conference Board releases its Consumer Confidence Index for October. Expectations are for a 110 reading, similar to the September data. The index is 15% lower than its recent peak in June, with concern about the spread of the Delta variant and inflation dampening consumer optimism.
S&P CoreLogic releases its Case-Shiller National Home Price Index for August. Economists forecast a 20% year-over-year rise, a tick higher than July's 19.7% increase. If that estimate proves correct, it would be the fifth consecutive monthly record gain for the index.
Wednesday 10/27
$Automatic Data Processing (ADP.US)$, Boeing, $Bristol-Myers Squibb (BMY.US)$, $CME Group (CME.US)$, Coca-Cola, $eBay (EBAY.US)$, $Ford Motor (F.US)$, $General Dynamics (GD.US)$, $General Motors (GM.US)$, $Hilton Worldwide (HLT.US)$, $International Paper (IP.US)$, $The Kraft Heinz (KHC.US)$, McDonald's, $Norfolk Southern (NSC.US)$, $Old Dominion Freight Line (ODFL.US)$, $ServiceNow (NOW.US)$, $Spotify Technology (SPOT.US)$, and $Thermo Fisher Scientific (TMO.US)$ release quarterly results.
The Census Bureau releases the durable-goods report for September. New orders for manufactured durable goods are expected to decline 0.5% month over month to $262 billion, after a 1.8% gain in August. Excluding transportation, new orders are seen rising 0.8%, above August's 0.3% gain.
Thursday 10/28
$Altria (MO.US)$, $American Tower Corp (AMT.US)$, Caterpillar, $Comcast (CMCSA.US)$, $Gilead Sciences (GILD.US)$, $Intercontinental Exchange (ICE.US)$, $MasterCard (MA.US)$, $Merck & Co (MRK.US)$, $Moody's (MCO.US)$, $Newmont (NEM.US)$, $Northrop Grumman (NOC.US)$, $Sanofi (SNY.US)$, $Shopify (SHOP.US)$, $Starbucks (SBUX.US)$, and $Yum! Brands (YUM.US)$ hold conference calls to discuss earnings.
The Bureau of Economic Analysis reports its preliminary estimate for third-quarter GDP. Consensus estimate is for a seasonally adjusted annual growth rate of 4%, after the economy grew 6.7% in the second quarter.
Friday 10/29
$AbbVie (ABBV.US)$, $Cboe Global Markets (CBOE.US)$, $Charter Communications (CHTR.US)$, $Chevron (CVX.US)$, $Colgate-Palmolive (CL.US)$, $Exxon Mobil (XOM.US)$, $L3Harris Technologies (LHX.US)$, and $Weyerhaeuser Co (WY.US)$ report quarterly results.
Source: CNBC, Barron's

Top 9 Actives (03 Dec 2021)*
$DiDi Global (Delisted) (DIDI.US)$
$Ford Motor (F.US)$
$Apple (AAPL.US)$
$NIO Inc (NIO.US)$
$Lucid Group (LCID.US)$
$DocuSign (DOCU.US)$
$Bank of America (BAC.US)$
$AT&T (T.US)$
$Alibaba (BABA.US)$

Hi, mooers,
Goodbye November. Hello December. We officially enter intoed the last month of 2021. How would you answer if someone asks you how your November trades went? Can't conclude in one go? Don't worry! Just show them what you wrote here!
Review Your Trades to Win Free Stocks
Before we announce the winners, we would like to thank and send our best wishes to all mooers who are committed to writing trade reviews and consider review writing as an excellent way to become a better trader. We do believe the consistent reviews on your trade is of great necessity.
Congratulations on our winners
$Ford Motor (F.US)$ share winners:
@Moo Topis an active reviewer and an advanced moomoo notes user. He is very familiar with the tools on moomoo that help him to record every trade's details, his ideas, and his feelings. Did you notice that his posts with moomoo notes are receiving more and more likes and comments? Please take a look at what did right!
@Jamesimwrote reviews on almost every trading day. He shared his understanding of the market and the, trending topics and consistently attached the current position and newly added tickers on his posts. Jamesim also shared the profits and losses in detail to record the happy moments and conduct analysis when losses occur. That's the secret to being a good trader. A piece of sharing snapshot is as follows:
@steady Pom pipiis a role model for check-in. He recorded P/L and his perception of trading and the overall market. What impressed us the most is that he stayed positive even if encountering drawbacks. He said if we missed the train, don't be too upset because another one is coming soon. Staying positive is what would help us through a a tough time. Check out his profile now!
$ContextLogic (WISH.US)$share winners:
@MONDAY86is full of sharp insights into fundamentals and news.
@doctorpot1has just started to use the moomoo notes features. Well done, and keep it up!
@钱包君你要振作起来is very active in trading meme stocks like $Phunware (PHUN.US)$ $Digital World Acquisition Corp (DWAC.US)$ $Sienna Senior Living Inc (SIA.CA)$ $Camber Energy (CEI.US)$ He's always emotional when reviewing his trades.
@JP GO @笨犇犇犇犇牛 @102678535 @AM5945Your reviews are very impressive, too!
Again, thank you all for joining us at this event. For those participants who miss a free share, you can still find points rewards in your Rewards Club if your reviews meet our criteria. View the event rules here.
Final words
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U.S. futures rise, oil up as traders weigh omicron
U.S. equity futures and crude oil rose Monday as traders weighed the possible impact of the omicron coronavirus strain on global economic reopening. Currency markets stabilized after Friday's volatility.
Equity futures for Japan advanced, while Australian shares slid at the open and oil jumped back above $70 a barrel. The $S&P 500 Index (.SPX.US)$ last week had its worst post-Thanksgiving performance since 1941 and the yield on 10-year Treasuries slid the most since March 2020.
El Salvador 'bought the dip,' acquiring 100 more bitcoin
El Salvador President Nayib Bukele said the Central American country had taken advantage the 7.7% decline in Bitcoin on Friday to purchase 100 more of the coins.
Dollar bonds from El Salvador are among the worst-performing in emerging markets so far this month, lagging only defaulted Lebanese debt, according to data compiled from a Bloomberg index.
Online travel stocks fall most since March 2020 on variant fears
Shares of online travel companies, including $Booking Holdings (BKNG.US)$ and $Expedia (EXPE.US)$, fell the most since the earliest days of the Covid-19 pandemic over worries about a new, heavily-mutated variant of the virus.
Expedia plummeted as much as 11.9%, the most since March 2020, placing it among the 10-worst-performing stocks in the S&P 500 Friday, according to data compiled by Bloomberg. Booking fell as much as 9.6%.
Moderna says an omicron variant vaccine could be ready in early 2022
$Moderna (MRNA.US)$'s Chief Medical Officer Paul Burton said Sunday the vaccine maker could roll out a reformulated vaccine against the omicron coronavirus variant early next year. It's not clear whether new formulations will be needed, or if current Covid vaccinations will provide protection against the new variant that has begun to pop up around the globe.
Omicron was classified as a "variant of concern" by the WHO last week.
Black Friday shopping in stores drops 28% from pre-pandemic levels as shoppers spread spending throughout the season
Traffic at retail stores on Black Friday dropped 28.3% compared with 2019 levels, according to preliminary data from Sensormatic Solutions. Traffic was up 47.5% compared with year-ago levels, Sensormatic said.
"It's clear shoppers are shopping earlier this season, just as they did last season," said Brian Field, senior director of global retail consulting at Sensormatic. Online, retailers rang up $8.9 billion in sales on Black Friday, down from the record of about $9 billion spent on the Friday after Thanksgiving a year earlier, according to data from Adobe Analytics.
Shoppers are buying from resale retailers more than ever
The resale market is booming, and by 2023 is expected to reach $51 billion. That has been fueled by shifting consumer demands, from shopping in more sustainable ways as well as trying to secure hard-to-find luxury items.
Resale platforms like The RealReal and $ThredUp (TDUP.US)$ have benefited, and other traditional retailers like $Macy's (M.US)$ and J.C. Penney are finding their own ways in.
Black Friday rout shows dangers of margin borrowing
Friday's global retreat from riskier assets exposes a vulnerability of the broad market advance of the past year and a half: the rising use of leverage, or borrowed money.
Margin borrowings in October were up 42% from a year earlier to $935.9 billion, according to data from the Financial Industry Regulatory Authority, Wall Street’s self-regulator. Meanwhile a measure of cash holdings among individual investors fell to 46% of margin balances, Mr. Goepfert said, the lowest reading in data going back to 1997.
Hertz-Tesla deal signals broad shift to EVs for rental-car companies
The rental-car industry, long a big bulk-purchaser of new models in the car business, is sharpening efforts to add , the latest in a broader global shift among companies embracing greener technologies to cut their greenhouse-gas emissions.
Two of the biggest car-rental firms— $Hertz Global (HTZ.US)$ and $Avis Budget (CAR.US)$—recently revealed plans to expand their plug-in offerings as the auto industry rolls out more options for drivers looking to avoid gasoline.
Source: Bloomberg, WSJ, CNBC

$Moderna (MRNA.US)$and $Tesla (TSLA.US)$were the two most mentioned stocks on Wallstreetbets in the past 24hr.
$Moderna (MRNA.US)$shares shot up 11% amid deepening concern about the spread of the Omicron variant. Over the weekend, Moderna said it had booster shots and an updated vaccine under development to address the new mutation of the virus that causes COVID-19.
Shares of $Tesla (TSLA.US)$jumped 5% amid media reports that the company's Berlin production facility is getting ready to open.
$NVIDIA (NVDA.US)$shares were up 5% in afternoon trading.
Fellow EV maker $Canoo (GOEV.US)$also gained, with shares climbing 6%. According to public data, about 29% of the stock's float is held by short interests.
Shares of $Twitter (Delisted) (TWTR.US)$were down 2% after CEO Jack Dorsey announced he was stepping down. He will be succeeded by Twitter's chief technology officer, Parag Agrawal.
The following tickers are the top trending stocks mentioned by the polular sub-reddit, WallStreetBets, over the last 24 hours. Let's check it out.
Source: MT Newswires