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Its friday and I like to keep things quiet. Stay away from Red, Grey or Green background 🆗. Fight another day.
$NVIDIA(NVDA.US$ Brother Huang and Mark Z AI talk on 29 July - SIGGRAPH, maybe exciting announcements coming. Feeling Bullish.
$Tesla(TSLA.US$ Started strong and dip, usual 🎢 . Remember to strap in for the free ride.
$Apple(AAPL.US$ Still Bullish with new product launching
$NVIDIA(NVDA.US$ Brother Huang and Mark Z AI talk on 29 July - SIGGRAPH, maybe exciting announcements coming. Feeling Bullish.
$Tesla(TSLA.US$ Started strong and dip, usual 🎢 . Remember to strap in for the free ride.
$Apple(AAPL.US$ Still Bullish with new product launching
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$Unity Software(U.US$ 15.5 Open positions again 👌
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Columns CrowdStrike Sees Big Money Jump Into Options Amid Rising Demand for Hedge Against Price Slump
Big money is jumping into $CrowdStrike(CRWD.US$ put options amid increasing demand for protection against deepening losses as the stock slumps more than 8%.
CrowdStrike's stock fell to $314.56 Friday morning after CEO George Kutz posted on LinkedIn that the company's customers were impacted by a defect found in a content update for Microsoft Windows hosts. The event caused a global outage, forcing airli...
CrowdStrike's stock fell to $314.56 Friday morning after CEO George Kutz posted on LinkedIn that the company's customers were impacted by a defect found in a content update for Microsoft Windows hosts. The event caused a global outage, forcing airli...
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Malaysian stocks look forward to victory in the second half of the year
Special Report: Yang Huiping @pingggg
Driven by the AI-driven data center boom, Malaysian stocks performed quite well in the first half of the year. The FTSE Composite Index rose 9.31% in half a year, making investors laugh hehe.
And in a rapidly changing market, how can investors seize opportunities in the second half of the year? Are Malaysian stocks in the second half of the year still driven by data center concepts? What other topics and areas can stand out?
To this end, “Nanyang Commercial Daily” read the investment outlook reports of major investment banks for the second half of the year, sorted out the six major investment themes, and let's take a look at where the investment opportunities for the second half of the year fall.
After years of sluggishness and favorable factors, Malaysian stocks are expected to prosper until next year
Looking back at the first half of the year, with the recovery of the industrial industry, the boom in artificial intelligence (AI) and data centers, healthy domestic economic growth, and stable corporate profits, Malaysian stocks reversed years of sluggishness and achieved a strong rebound.
As of the end of June this year, $FTSE Bursa Malaysia KLCI Index(.KLSE.MY$The FTSE Composite Index rose by about 9.3% and performed quite well in the region.
Now, in the second half of the year, whether Malaysian stocks can continue to rise has become what investors are most concerned about.
Research analysts at Dahua Jixian believe that the gains in the first half of the year were due to strong domestic liquidity, because the composite index also rose 7.0% after the first 5 months of continuous foreign capital withdrawal.
Next, given the Federal Reserve's shift to a dovish attitude in the second half of the year...
Special Report: Yang Huiping @pingggg
Driven by the AI-driven data center boom, Malaysian stocks performed quite well in the first half of the year. The FTSE Composite Index rose 9.31% in half a year, making investors laugh hehe.
And in a rapidly changing market, how can investors seize opportunities in the second half of the year? Are Malaysian stocks in the second half of the year still driven by data center concepts? What other topics and areas can stand out?
To this end, “Nanyang Commercial Daily” read the investment outlook reports of major investment banks for the second half of the year, sorted out the six major investment themes, and let's take a look at where the investment opportunities for the second half of the year fall.
After years of sluggishness and favorable factors, Malaysian stocks are expected to prosper until next year
Looking back at the first half of the year, with the recovery of the industrial industry, the boom in artificial intelligence (AI) and data centers, healthy domestic economic growth, and stable corporate profits, Malaysian stocks reversed years of sluggishness and achieved a strong rebound.
As of the end of June this year, $FTSE Bursa Malaysia KLCI Index(.KLSE.MY$The FTSE Composite Index rose by about 9.3% and performed quite well in the region.
Now, in the second half of the year, whether Malaysian stocks can continue to rise has become what investors are most concerned about.
Research analysts at Dahua Jixian believe that the gains in the first half of the year were due to strong domestic liquidity, because the composite index also rose 7.0% after the first 5 months of continuous foreign capital withdrawal.
Next, given the Federal Reserve's shift to a dovish attitude in the second half of the year...
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$Unity Software(U.US$
Many of Unity's layoffs in January and February had little impact on lower-level employees. They only cut a few big fish after the new CEO arrived, which was far from enough.
Unity's stock incentives account for high compensation, which many analysts have emphasized. When stocks fall, it is necessary to issue more stocks to attract or retain people, because companies need to issue bonds to maintain cash, which invisibly forms a vicious cycle.
The number of shares of many executives is frightening, but they are still being issued. Looking at the company's equity information change announcement throughout June, all of the increases in holdings were compensation shares newly approved by the board of directors, not private repurchases. Many stocks were also released during mergers and acquisitions 1-2 years ago. Now that the lockdown period has passed, they are all beginning to dilute the market. The company seems to have proposed a 2 billion dollar share repurchase in 2022, which will last until 2024, but it spent 1.5 billion dollars at the end of 2023, and many big fish successfully left the market last year.
Unity is a product I've always used, but the monetization of the product can't support such a high market value, so Unity only uses its own advertising platform, so in a strict sense, Unity's stock value comes from the advertising platform, not the Unity game engine itself. Many retail investors like games or development engines. This is a belief. Unfortunately, this huge belief only accounts for 30% of revenue.
Unity requires drastic execution of ironsource...
Many of Unity's layoffs in January and February had little impact on lower-level employees. They only cut a few big fish after the new CEO arrived, which was far from enough.
Unity's stock incentives account for high compensation, which many analysts have emphasized. When stocks fall, it is necessary to issue more stocks to attract or retain people, because companies need to issue bonds to maintain cash, which invisibly forms a vicious cycle.
The number of shares of many executives is frightening, but they are still being issued. Looking at the company's equity information change announcement throughout June, all of the increases in holdings were compensation shares newly approved by the board of directors, not private repurchases. Many stocks were also released during mergers and acquisitions 1-2 years ago. Now that the lockdown period has passed, they are all beginning to dilute the market. The company seems to have proposed a 2 billion dollar share repurchase in 2022, which will last until 2024, but it spent 1.5 billion dollars at the end of 2023, and many big fish successfully left the market last year.
Unity is a product I've always used, but the monetization of the product can't support such a high market value, so Unity only uses its own advertising platform, so in a strict sense, Unity's stock value comes from the advertising platform, not the Unity game engine itself. Many retail investors like games or development engines. This is a belief. Unfortunately, this huge belief only accounts for 30% of revenue.
Unity requires drastic execution of ironsource...
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[Synopsis]
With the global market transitions since the start of 2024, how can an active investor possibly capture these pivotal turns and evolutions for their investment strategy? With the final live webinar for our mid-year funds series, learn how investors like yourselves can potentially leverage on Income strategies to navigate the changes on a global scale with our experts from PIMCO and Moomoo Singapore. Join us and you may be rewarded with qu...
With the global market transitions since the start of 2024, how can an active investor possibly capture these pivotal turns and evolutions for their investment strategy? With the final live webinar for our mid-year funds series, learn how investors like yourselves can potentially leverage on Income strategies to navigate the changes on a global scale with our experts from PIMCO and Moomoo Singapore. Join us and you may be rewarded with qu...
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$Unity Software(U.US$ looks like a bottom formed
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