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Mark Moffitt 保密 ID: 71518283
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    清除现金?清除到哪儿了?
    已翻译
    Shiba recently gained many followers due to its giagantic returns. Everyone who was holding few dollars of shiba became a millionaire now. As, an investor bought $8000 worth of shiba in March 2020 is worth around $5.7 billion right now. But we know that these extreme gains will have to kill/destroy something to reach this gains. There are certain things we know and we dont know about the crypto currency trading. We know that it's an unregulated market, thus practically the real value of every coin is zero. So, why these people are millionaires or billionaires?
    1. Since its publically traded and unregulated, it can be easily manipulated to a point where it reaches to an unimaginably value. Thus, even if the coin is traded at that larger value, it creates an illusion that the coin is worth that amount. But once a larger portion of its quantity hits the market, and all buyers are fulfilled, it hits the ground. For example the recent event of the SQUID game token, it's a genuine token which was created by squid game company creators. It was a good concept, their website also had online squid games. However, creators sold their coins on market because it reached a crazy high amount. Many news sources say that the creators backed out of the project. However, I believe they sold it before leaving.
    If someone is holding 30-50% of an asset which was created on a borrowed blockchain network(Binance network) for free without any effort. why wouldn't they not sell it at $2800 per coin which they literally made for $0.
    who would bear the loss you might think?
    The people who are trading this coin on buyer side starting from $0.1 to upto $2799.99.
    Shiba Inu is also creating a similar environment but more drastically. Since, they are calling people who are buying and holding the coin as "Shiba army". This creates a false interpretation of the market as whoever is holding shiba inu is or will become a millionaire. For example just when shiba reached around 0.00009 someone dumped billions of tokens nearing in millions of dollars only(compared to shiba marketcap)
    On 28th of October, you can see a sharp decline from the value of 0.000089 to 0.000058 those were the times, when fewest people sold their shib making millions. But due to the constant shib promotion and FOMO caused among people, SHIB was able to come back to 0.000071. This got shiba a market cap of around 40 billion usd overtaking the USDC and doge.
    I expect that if someone who's holding billions of dollar worth of shiba comes and dump it on market because of fear or any possible reason. I believe the SHIB will also crash down like the SQUID token, bankrupting people who are on buy position at the market for SHIB, and the people who are holding it.
    However, I do believe that SHIB will be able to cross 0.0001 mark because of the constant advertisements and efforts of shiba army. But I expect there will be some major disadvantages of holding coin for too long after that.
    Please understand, trading is not like farming, where the money is purely generated. Trading is a secondary market, where money is only switching hands. The asset it switches hands on gets increased or decreased on values, that is not a universal price of the asset, since 10% of a stock or crypto will not be sold in a same price but 100% of the wheat could. A universal price is defined in a primary market, like commodity or factories(production, tech and ideas). Stocks thought are secondary but are derived from industries which are primary(producing something) or having technology and ideas. So, stocks can be a good alternative of growth in money, but not the crypto assets. I have already mentioned in my previous posts about the USDT coin, like how they ensure that its backed by USD but they dont even have thousand USD for tether savings backend.
    Even the ethereum is crazily overpriced. As the suggested transaction price proves the point. For example a bitfinex transaction costed around $33 million to transfer just $100 thousand. This is the transaction hash as a proof.
    https://etherscan.io/tx/0x2c9931793876db33b1a9aad123ad4921dfb9cd5e59dbb78ce78f277759587115
    Thought, it is a shady play to invest in new crypto or some meme coin. But of you get like millions or even thousands in it, just cash it out before it's too late.
    Happy Halloween and happy trading guys!
    If you would have bought $8 Shib in March 2020 it would have got you $5.7 million right now
    If you would have bought $8 Shib in March 2020 it would have got you $5.7 million right now
    If you would have bought $8 Shib in March 2020 it would have got you $5.7 million right now
    +1
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    Mark Moffitt 赞并评论了
    你希望在参加社区活动后收到什么奖励?
    你可以使用你的积分在积分商城兑换礼物
    已翻译
    为你喜欢的奖励投票
    为你喜欢的奖励投票
    44
    1
    Mark Moffitt 赞并评论了
    $诺斯罗普格鲁曼 (NOC.US)$ 简单易行。360至370盘整这么多。强劲的买入支撑。坏人还差点吗?我多买。PT 400 可以出售这些多余的拍品。
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    Mark Moffitt 赞并评论了
    我建议你自己进行研究,并确保制定适合自己需求的投资策略。对于我来说,我买入了很多分红增长股和科技股。
    我的科技股持仓是: $微软 (MSFT.US)$ $EPAM Systems (EPAM.US)$ $Endava (DAVA.US)$ $MercadoLibre (MELI.US)$ $Sea (SE.US)$ $谷歌-C (GOOG.US)$
    但问题是我并不是最近买入所有这些股票的,像Microsoft我是在190美元的时候买入的。Dava和epam是比较近期的,与meli和se一样,在最近的科技股市崩盘中。不过我的现金流还可以,可以投入一定资金。我每个月可以投入大约0.4万到市场中,扣除费用后,这还不包括我从股票获得的股息。
    我的分红股票是: $洛克希德马丁 (LMT.US)$ $诺斯罗普格鲁曼 (NOC.US)$ $美国同意房地产公司 (ADC.US)$ $VICI Properties (VICI.US)$ $STAG Industrial (STAG.US)$ $BRP (DOOO.US)$
    有些是去年购买的,有些是今年逐步买入的。确保你自己进行尽职调查,因为市场可能即将崩盘,如果整体市场暴跌,没有什么是安全的。我不试图预测市场的走势,所以我保持一些现金,并坚持定期买入。这只是我的做法,有些人无法承受巨额损失,手脚不稳(多年前的我就是这样,18-19岁开始投资时,现在28岁了)。
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    $向上融科 (TIGR.US)$
    刚刚达到52周内的最低点
    已翻译
    图片
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    问答是公司业绩电话会议下的一个环节,在这个环节里,机构和零售投资者会向管理层提出一些最关注的问题。在这个页面上,你可以找到一些有价值的信息,可能会影响未来几周的股价。 $Sea (SE.US)$
    主要要点:
    态度: 管理层对Shopee的长期增长持乐观态度。
    目标: 公司调整了游戏业务的指引,专注于长期增长。
    产品: 公司持续推动Free Fire MAX的增长,提供比Free Fire更高分辨率和更多功能。
    在游戏业务方面,您并未调整指引。根据您们九个月的业绩,尽管推出了Free Fire MAX,但表明游戏组合将在第四季度出现下滑。有什么趋势让您做出这样的指引?
    我们相信自年初以来给出的游戏指引在货币化方面非常强劲,与去年相比具有很强的竞争力。而我们游戏组合的整体规模已经在几年的时间内迅速扩大。因此,我认为,我们也非常重要地需要专注于巩固我们的用户群和游戏内容、渠道及能力。 专注于长期增长和最大化《自由之战》平台和IP潜力,以及在更广泛的游戏类别上实现多样化。
    鉴于《自由之战》季度活跃用户增长放缓至个位数,这是否意味着《自由之战》用户总体可服务市场的饱和程度更高还是更低?或者还有机会通过推出更多新游戏来再次加速增长?
    我们经历了非常强劲的增长,而《自由之战》或许是历史上最大的移动游戏之一,我们持续看到强大的用户群。事实上,如果我们看一下我们跨全局的指标,它们不仅年同比有所改善,而且季度同比也有所上升。因此,我们将继续保持我们现有市场上强大的用户基础,并在我们尚未深入渗透的市场探索新的增长机遇。 特别是随着《自由之战 MAX》的推出和新功能。我们进一步专注于构建我们强大的IP和平台。 《自由之战 MAX》于九月下旬推出。您能给我们一些关于用户参与度的见解吗?选择和时间花费如何?与《自由之战》有何不同?它会如何影响您的2022展望?
    就《自由之战 MAX》而言,它仍处于早期阶段。我们已经看到一些正面和令人鼓舞的迹象,符合我们对拥有更高规格手机用户与更高分辨率图片以及更多功能等更深度参与的预期。同时,在《自由之战 MAX》中,我们推出了诸如Craftland之类的功能,允许用户添加地图并自定义,并让其他用户使用。这是我们在创建更多用户生成内容工具以进行社区参与,并将更多创意从我们的社区带入游戏本身的初始测试。
    在《自由之战 MAX》方面,它仍处于早期阶段。我们已经看到一些正面和令人鼓舞的迹象,符合我们对拥有更高规格手机用户与更高分辨率图片以及更多功能等更深度参与的预期。同时,在《自由之战 MAX》中,我们推出了诸如Craftland之类的功能,允许用户添加地图并自定义,并让其他用户使用。这是我们在创建更多用户生成内容工具以进行社区参与,并将更多创意从我们的社区带入游戏本身的初始测试。 So we are very much looking forward to the fourth quarter and ahead to continue to grow this game.
    You talked about normalization post COVID, could you take us through the range of possible outcomes as we come out of COVID?
    On the one hand, the step-up in digitalization in our markets, the forming of user behavior to shop online and also sell things from online by more of the especially the small businesses and even the brands are permanent here to stay. Meanwhile, we haven't seen any particular economies being so deeply or permanently impacted by COVID that there is clearly an impact on consumption. And at least from our perspective as a market leader, we continue to grow in our market leadership, especially in our markets, which are generally high-growth markets with low e-commerce penetration, we continue to see long-term growth potential. So on that front, we are quite optimistic about the long-term growth potential of e-commerce.
    Can you elaborate what is the target you wanted to achieve, especially from the European countries? What kind of KPI that you will monitor to assess that your progress is well achieved and to potentially to evaluate to invest more?
    我们相信我们在经营不同市场方面已积累了丰富的运营经验,以及专注于移动本地化、社交驱动和长尾高多样化类别的商业模式。然而,谦逊是我们的核心价值观之一。希望我们的进入能够为市场增加价值,并发现潜在的新增长领域,从而与我们的同行一起进一步促进当地电子商务的增长。 然而,我们并没有设定任何固定的关键绩效指标。我认为它仍处于非常初步的探索阶段。由于我们相信全球对我们的商业模式有需求,我们对Shopee的长期增长持乐观态度。
    这篇文章是Sea Limited于11月16日业绩电话会议问答环节的脚本。为了便于阅读,我们做了适当的删节。如果您想了解更多细节,您可以。 点击这里重新观看完整页面。
    已翻译
    3
    Mark Moffitt 赞并评论了
    Q&A是公司业绩会中的一个环节,机构和零售投资者向管理层提出一些最关注的问题。在这个页面上,您可能会找到一些有价值的信息,这些信息可能会影响接下来几周的股价。 $阿里巴巴 (BABA.US)$ $阿里巴巴-W (09988.HK)$
    主要要点:
    态度: 从长期来看,管理层对多引擎增长策略持乐观态度。
    目标: 公司的指引是在FY2022下半年增长11%至16%,略低于上半年。
    问:考虑到淘菜菜、淘宝特卖的业绩非常不错,我们正在看到淘宝特卖的AAC已经超过24000万。我们何时可以期待收入增长加快?
    A:我们的重点仍然是在淘宝交易和淘彩采方面建立基础设施,这包括淘宝交易的制造商到消费者模式以及超级本地社区市场基础设施。就用户参与度而言,我们在过去几个季度都看到非常强大的用户参与度。淘宝交易的AAC达到了24,000万,淘彩采也展示出非常好的,我是说,将用户转化为新鲜农产品和食品类别的能力。 因此,我们非常有信心,如果我们能为消费者提供价值,我们相信我们也能为平台创造价值。
    问:你们提到了营收势头疲软的原因是宏观经济和竞争力。在竞争方面,您认为承受最大压力和挑战的领域是哪些,以及在这些领域恢复竞争力的策略是什么?
    A:今天,电子商务的定义正在演变。有多种电子商务模式。只要有一些流量,你就有一个用户,并基于公开可用的第三方支付解决方案,物流和交付,快递交付,任何人都可以在电子商务上尝试一些东西。 但我们坚信,对于淘宝来说,我们的优势是消费者心态——我们纯粹是所有客户的消费目的地。 所以, 我们将继续在淘宝应用中开发多种功能和应用,同时通过不同的移动应用来分割我们的用户群体,以提供特定的价值主张。
    问:您的指导似乎表明您预计2022年下半年的增长速度将从上半年放缓,您看到了什么使您相信这种缓慢的速度将在2022财年下半年保持不变?
    回答: 这个假设主要是基于GMV增长预期,并且对营收增长的影响主要放在核心商业和中国零售商业。 我们认为这可能会持续几个季度。 而且,如果您展望今年以后的情况,我们的营收增长引擎已经超越了中国消费,超越了CMR(客户管理收入)。
    所以如果你看这个季度,它占到了总收入的36%,几个季度前,它曾超过了50%。这是因为云计算和国际业务、中国本地服务等开始为我们的总收入做出贡献并增加了贡献。 所以这就是我们谈论多引擎增长并继续预计这些领域将实现增长的地方。
    Q: 在新增长业务方面,包括国际业务和云计算业务,我们应该如何看待未来的增长前景?
    A: 你可以看到云计算和国际业务都展示出了非常强劲的增长。本季度,云计算的增长率恢复到了33%的年同比增长。而整体的国际批发和零售业务达到了34%的年同比增长率。所以我认为对于这两个业务来说,今天,它们都还处于发展的早期阶段,早期的增长阶段。我们仍然试图建立正确的基础设施,以确保我们能够抓住长期的机会并保持可持续的增长。正如我们一直说的,我们注重增长,但同时也注重质量。 所以我们专注于实现可持续增长并抓住这些新机遇。 但从长远来看,我们对这个多引擎增长策略充满信心。
    这篇文章是阿里巴巴业绩电话会议于11月18日的问答环节的脚本。为了方便阅读,我们做了适当的删节。如果你想了解更多细节,你可以 点击这里重新观看完整页面。
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    4
    Mark Moffitt 赞并评论了
    大家好,经过一个激动人心的交易周,现在是时候玩得开心了!
    通常股价在盈利发布后会波动。是超过还是未达预期?是乐观还是悲观?这些因素都可能引发大幅波动,当然也创造了交易机会!
    快来看看这个赢奖励的活动:
    挑战: 请查看下面的图表并告诉我对应的股票名称(例如特斯拉,苹果,AMC)。
    规则: 在本帖有效期内给出正确答案的第一个和最后一个牛友将获胜!
    奖励: 两位幸运的获胜者将获得奖励 800 积分 !
    活动期间: 请在 周一11月22日9:00美国东部时间 / 11月22日10:00新加坡时间
    现在留言就有机会赢得奖励!
    提示: 盈利如何影响股价?
    图表 1: 关键词 - 芯片等!
    图表2: 关键词 - 电动汽车崛起的科创板
    图表 3: 关键词 - 营业收入全球最大的公司
    已翻译
    参加赢股票图表挑战S4
    参加赢股票图表挑战S4
    参加赢股票图表挑战S4
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