TENCENT has reached an agreement with Apple to offer some of its key applications in Vision Pro, Apple's upcoming mixed reality (MR) headset. This collaboration is seen as a strategic move to facilitate the entry of Vision Pro into the Chinese market, which is known for its vast consumer base and growing demand for innovative technology products. By providing access to Tencent's popular apps, such as gaming, social media, and ente...
ByteDance VR unit PICO makes organizational restructuring. Plans to merge mobile OS team into ByteDance product R&D and engineering division for centralization purposes. Will optimize HMI and system experiences, invest more into key XR technologies. In 2021, ByteDance acquired PICO for RMB9 billion, and PICO said at the 2022 product conference that the sales volume of PICO 4 would exceed 1 million units...
razo2 :
hahaha... I like this thesis. my guess he will hike or put a higher dot plot for longer. JP needs to test oil strength today. JP pivot or pause oil will rally and JP will lose his job.
bullrider_21 :
The market is already expecting a rate cut. That's why it has been rallying for most of the year. No rate cut for 1 year? Maybe market will crash.
70729741 :
The market is manipulating the interest rate narrative. There is no rate cut in sight, yet they used that to artificially inflate the stock market. Now they will all take hefty returns while the retail investors get smoked.
$SoftBank(9434.JP)$$NVIDIA(NVDA.US)$$Rivian Automotive(RIVN.US)$$Virtual Reality (VR)(LIST2139.US)$$Alibaba(BABA.US)$ Arm designs core semiconductor components and licences the blueprints, along with the fundamental code governing how software communicates with chips. The arrangement brought in US$2.68 billion revenue in the fiscal year that ended on Mar 31, making Arm one of Britain’s largest technology companies. Japan’s SoftBank Group acquired Arm for US$32 billion in 2016, ...
This collaboration is seen as a strategic move to facilitate the entry of Vision Pro into the Chinese market, which is known for its vast consumer base and growing demand for innovative technology products.
By providing access to Tencent's popular apps, such as gaming, social media, and ente...
Plans to merge mobile OS team into ByteDance product R&D and engineering division for centralization purposes.
Will optimize HMI and system experiences, invest more into key XR technologies.
In 2021, ByteDance acquired PICO for RMB9 billion, and PICO said at the 2022 product conference that the sales volume of PICO 4 would exceed 1 million units...
$ByteDance(FT0001)$ $Bytedance Concept Stocks(LIST1266.HK)$ $Meta Platforms(META.US)$ $Virtual Reality (VR)(LIST2139.US)$ $Hang Seng TECH Index(800700.HK)$
CPI and PPI are still a little hot and sticky. Retail sales and spending still strong.
What if rate cut doesn’t come in till a year later?
$SPDR S&P 500 ETF(SPY.US)$ $Spenda Ltd(SPX.AU)$ $Activision Blizzard(ATVI.US)$ $Arm Holdings(ARM.US)$ $Tesla(TSLA.US)$ $Virtual Reality (VR)(LIST2139.US)$ $Microsoft(MSFT.US)$ $Advanced Micro Devices(AMD.US)$ $Taiwan Semiconductor(TSM.US)$ $Alphabet-A(GOOGL.US)$ $Amazon(AMZN.US)$ $Streaming Service(LIST2432.US)$ $Dow Jones Industrial Average(.DJI.US)$ $E-mini NASDAQ 100 Futures(SEP4)(NQmain.US)$ $SPDR Dow Jones Industrial Average Trust(DIA.US)$ $Meta Platforms(META.US)$ $ARK Innovation ETF(ARKK.US)$ $Spdr S&P Bank Etf(KBE.US)$ $Crude Oil Futures(AUG4)(CLmain.US)$ $E-mini Dow Futures(SEP4)(YMmain.US)$ $SPDR Portfolio S&P 500 ETF(SPLG.US)$ $ARK Genomic Revolution ETF(ARKG.US)$ $PayPal(PYPL.US)$ $Starbucks(SBUX.US)$ $Target(TGT.US)$ $Visa(V.US)$ $ProShares Ultra VIX Short-Term Futures ETF(UVXY.US)$ $NIO Inc(NIO.US)$
Arm designs core semiconductor components and licences the blueprints, along with the fundamental code governing how software communicates with chips. The arrangement brought in US$2.68 billion revenue in the fiscal year that ended on Mar 31, making Arm one of Britain’s largest technology companies.
Japan’s SoftBank Group acquired Arm for US$32 billion in 2016, ...
Meanwhile, retail favourite Palantir will be reporting their earnings today after market closes. I think we can expect really huge movement given the high implied volatility (IV). Option trades do be wary of IV crush.
PS: 3 more subscribers to 800!
$SPDR S&P 500 ETF(SPY.US)$ $S&P 500 Index(.SPX.US)$ $Palantir(PLTR.US)$ $Invesco QQQ Trust(QQQ.US)$ $ProShares UltraPro QQQ ETF(TQQQ.US)$ $ProShares UltraPro Short QQQ ETF(SQQQ.US)$ $Alphabet-A(GOOGL.US)$ $Amazon(AMZN.US)$ $Tesla(TSLA.US)$ $Apple(AAPL.US)$ $Netflix(NFLX.US)$ $Microsoft(MSFT.US)$ $Virtual Reality (VR)(LIST2139.US)$ $Advanced Micro Devices(AMD.US)$ $Taiwan Semiconductor(TSM.US)$ $Salesforce(CRM.US)$ $Adobe(ADBE.US)$ $Enphase Energy(ENPH.US)$
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