Luffy D Wealth
voted
Spoiler:
At the end of this post, there is a chance for you to win points!
Happy Monday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on moomoo platform based on search and message volumes of last week! (Nano caps are excluded.)
Part Ⅰ: Make Your Choices
Part Ⅱ: Buzzing Stocks List & Mooers Comments
Every major index moved upward, Russell 2000 Index gr...
At the end of this post, there is a chance for you to win points!
Happy Monday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on moomoo platform based on search and message volumes of last week! (Nano caps are excluded.)
Part Ⅰ: Make Your Choices
Part Ⅱ: Buzzing Stocks List & Mooers Comments
Every major index moved upward, Russell 2000 Index gr...
+1
104
88
33
Luffy D Wealth
commented on
The S&P500 have been touching correction territory for the past 2 days and it is beginning to spook investors. There is sudden interest in $ProShares UltraPro Short QQQ ETF (SQQQ.US)$ but I'm not the biggest fan to short the market.
$NVIDIA (NVDA.US)$ has not been spared by the recent carnage along with $Microsoft (MSFT.US)$ $Meta Platforms (FB.US)$ and several other technology stocks.
Today, I wish to share my observation on $NVIDIA (NVDA.US)$ over th...
$NVIDIA (NVDA.US)$ has not been spared by the recent carnage along with $Microsoft (MSFT.US)$ $Meta Platforms (FB.US)$ and several other technology stocks.
Today, I wish to share my observation on $NVIDIA (NVDA.US)$ over th...
4
1
1
I don't think we feel it much in Singapore. I remember travelling overseas (say Germany, Thailand, Australia) and people where saying things were so cheap.
Though we don't travel now, the conversation goes around "do you know that this is cheaper in xxx, don't you miss travelling? "
So I think yes, people are generally getting wealthier in Singapore. we just don't feel it just like how fish don't feel water.
Though we don't travel now, the conversation goes around "do you know that this is cheaper in xxx, don't you miss travelling? "
So I think yes, people are generally getting wealthier in Singapore. we just don't feel it just like how fish don't feel water.
one of the best things I do is to start thinking about investing in decades not years. The long time period will help me deal with short term losses and instead focus on the long run.
4
Luffy D Wealth
commented on
Columns When should you sell?
This column is inspired from reading a memo by OakTree's Capital Co-Founder Howard Marks on "Selling Out". I have listed down key learning points from his sharing. I hope that this sharing will benefit everyone in their journey in investing.
Starting Point: Buy Low Sell High
This is the most basic/common sense of the discussion. In our human instincts, we want to make money and the most easy way to do it is to buy it at $1 to sell it at $100. However, is it that easy to do?
...
Starting Point: Buy Low Sell High
This is the most basic/common sense of the discussion. In our human instincts, we want to make money and the most easy way to do it is to buy it at $1 to sell it at $100. However, is it that easy to do?
...
40
1
6
Luffy D Wealth
commented on
Terry Smith is one the best investors I know. He manages the Fundsmith equity fund that has a speculator return over the last decade. I enjoy reading his annual letters to get an idea on his investing mindset. Here are 9 lessons that I have taken away from him.
Wishing everyone a great 2022 ahead!
1. No investment strategy will outperform in every reporting period and every type of market condition. So, as much as we may not like it, we can expect some period...
Wishing everyone a great 2022 ahead!
1. No investment strategy will outperform in every reporting period and every type of market condition. So, as much as we may not like it, we can expect some period...
15
1
9
$Unity Software (U.US)$ has been getting good attention because of the #Metaverse effect when $Meta Platforms (FB.US)$ first shared that they are moving into the metaverse.
Unity is mainly used as a game engine now. Some of the more popular games includes Pokemon Go, Monument Valley, Call of Duty, Beat Sabre and Cupcake. It is currently have around 50% of market share for game engine.It is currently in a good position to as a platform to create the Metaverse.
Share prices has been correcting and is now close to EMA200. Do you think it is a good time to invest into Unity?
Unity is mainly used as a game engine now. Some of the more popular games includes Pokemon Go, Monument Valley, Call of Duty, Beat Sabre and Cupcake. It is currently have around 50% of market share for game engine.It is currently in a good position to as a platform to create the Metaverse.
Share prices has been correcting and is now close to EMA200. Do you think it is a good time to invest into Unity?
27
Luffy D Wealth
commented on
Columns Musk Officially Sold Shares!
Tesla Inc Chief Executive Officer Elon Musk has sold another 934,091 shares of the electric vehicle maker worth US$963.2 million, U.S. securities filings showed on Thursday.
He also exercised stock options to buy 2.17 million shares of Tesla, according to the filings.
What do you think of the behaviour of Musk? is $Tesla (TSLA.US)$ a buy now?
He also exercised stock options to buy 2.17 million shares of Tesla, according to the filings.
What do you think of the behaviour of Musk? is $Tesla (TSLA.US)$ a buy now?
11
2
Luffy D Wealth
commented on
Columns Is $AAPL Overvalued?
$Apple (AAPL.US)$ is quietly become one of the biggest companies in the world. If their share price goes up further, their market cap will be worth $3Trillion Dollars!. It is bigger than the ENTIRE GERMAN EQUITY!
Isn't that crazy?
One place to stay off with is did fundamental changed over the last 2 years for it to be valued at where it is today? Personally, I think it is a no.
Another reason why valuation is steep now is because the #Metaverse effect is being priced in. However, I believe that $Apple (AAPL.US)$ might not be in a good position in the #Metaverse for the folowing reasons.
1. Questionable Game Changer?
AAPL used to be the game changer for phone. Steve jobs wanted to make lives better by putting a revolutionary product in the hands of consumers. However, iPhones (which accounts for ~50% of revenue) hasn't had much improvements over the years. I believe Tim Cook is more of an optimizer than a visionalist.
2. CAPEX Spending
The amount of money spend on developing for the future don't lie. You can't innovate without investing.
$Apple (AAPL.US)$ TTM Revenue is USD365,817M(TTM). The amount spend on CAPEX is USD11,085M. $Amazon (AMZN.US)$ TTM Revenue is USD457,965M TTM). The amount spend on CAPEX is USD56,941M. $Meta Platforms (FB.US)$ TTM Revenue is USD112,330M(TTM). The amount spend on CAPEX is USD17,811M.
Apple CAPEX pales in comparison to Amazon. Even though Facebook revenue is just 30% of Apple, they are spending 60% more than Apple. I doubt Apple will the capability to build #ElectricVehicles at this stage.
3. R&D Spending
R&D % of Revenue
$Apple (AAPL.US)$ : 5.99%
$Amazon (AMZN.US)$ : 11.1%
$Meta Platforms (FB.US)$ : 20.31%
I believe AAPL focuses on branding and their ecosystem rather than innovating technology. AAPL may be the hardware of the#Metaverseworld through AR on iPhone cameras. (Hints on $Kopin (KOPN.US)$ ). However, based on R&D spending, they are currently not very competitive.
What do you think?
Isn't that crazy?
One place to stay off with is did fundamental changed over the last 2 years for it to be valued at where it is today? Personally, I think it is a no.
Another reason why valuation is steep now is because the #Metaverse effect is being priced in. However, I believe that $Apple (AAPL.US)$ might not be in a good position in the #Metaverse for the folowing reasons.
1. Questionable Game Changer?
AAPL used to be the game changer for phone. Steve jobs wanted to make lives better by putting a revolutionary product in the hands of consumers. However, iPhones (which accounts for ~50% of revenue) hasn't had much improvements over the years. I believe Tim Cook is more of an optimizer than a visionalist.
2. CAPEX Spending
The amount of money spend on developing for the future don't lie. You can't innovate without investing.
$Apple (AAPL.US)$ TTM Revenue is USD365,817M(TTM). The amount spend on CAPEX is USD11,085M. $Amazon (AMZN.US)$ TTM Revenue is USD457,965M TTM). The amount spend on CAPEX is USD56,941M. $Meta Platforms (FB.US)$ TTM Revenue is USD112,330M(TTM). The amount spend on CAPEX is USD17,811M.
Apple CAPEX pales in comparison to Amazon. Even though Facebook revenue is just 30% of Apple, they are spending 60% more than Apple. I doubt Apple will the capability to build #ElectricVehicles at this stage.
3. R&D Spending
R&D % of Revenue
$Apple (AAPL.US)$ : 5.99%
$Amazon (AMZN.US)$ : 11.1%
$Meta Platforms (FB.US)$ : 20.31%
I believe AAPL focuses on branding and their ecosystem rather than innovating technology. AAPL may be the hardware of the#Metaverseworld through AR on iPhone cameras. (Hints on $Kopin (KOPN.US)$ ). However, based on R&D spending, they are currently not very competitive.
What do you think?
43
2
5
![[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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)