muiee
muiee
Humble student of the Markets. Hope to study well
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2022-04-20

Big Tech Talisman Tesla's Big Day

Tesla, Inc. $Tesla Motors(TSLA)$ is set to report Q1 2022 earnings after market close on April 20. Would Tesla being the 'T' in 'FANGMAN+T' be the talisman for big tech, who are queuing up to report in the blockbuster earnings week of 25 April onwards?After Netflix $Netflix(NFLX)$ ‘crashed and burnt’ post Q1 earnings, there might be nervousness in how the other big tech, Facebook (Meta), Amazon, Alphabet (GOOG), Microsoft, Apple and Nvidia might perform and their forward guidance.Positive TSLADespite supply chain constraints due to pandemic and geopolitical issues, TSLA reported stellar numbers for Q1, delivering 310,048 EVs globally, a 68% increase from
Big Tech Talisman Tesla's Big Day
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2022-05-22

XPENG: Beyond or Below EXPectations?「Earnings Season」

XPENG Motors, $XPeng Inc.(XPEV)$ is reporting Q1 2022 earnings before market open on Mon 23 May. Consensus EPS estimates is $ -0.30 (-121.92% year on year, y.o.y) while revenue estimate is for strong growth to $1.11B (+141.75% y.o.y).FundamentalsThere are three main reasons to be bullish about XPEV. Explosive revenue growth and room to grow gross margin. Revenue for Q4 2021 was about $1.35B (+209%), compared to $437M in Q4 2020, the year before. Gross margin is just at 11.2% and 14.4%, and presents a huge opportunity to grow further, as the leader in EV, $Tesla Motors(TSLA)$ has gross margin nearing 30%. Strong innovation. XPEV has a track record of executing
XPENG: Beyond or Below EXPectations?「Earnings Season」
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2022-03-28

Options to Onboard Options in your Trading? Who & How...

I'd like to share about Key Opinion Leaders (KOL) or more aptly in this case, Knowledgeable Options Leaders on Options trading, I've observed in Tiger Community currently. They might serve as useful 'course' resources, for someone looking to pick up Options Trading. Starters For starters, I would go with Tiger official accounts. Start with @Tiger_Academy if one is totally new with Tiger Options Tour For Beginners, four 4–8 mins videos introducing Options trading. Videos to Learn Options from @Tiger_Academy Next, progress to @OptionsTutor to learn the key Greeks (delta, theta
Options to Onboard Options in your Trading? Who & How...
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2022-04-07

"Zuck Bucks" to the Metaverse Moon?

Meta announcing it will introduce virtual tokens and currency for use in the metaverse, internally dubbed “Zuck Bucks”, is an attempt to generate alternative revenue streams to counter over-reliance on ad-sales. After its share price dropped 30% YTD, it’s probably hoping this can be the catalyst to revive its price from the doldrums. This is actually Meta’s 3rd attempt at virtual currency or similar, after Facebook Credits in 2009 and Libra/Diem in 2019/20 failed to take off. Would it be 3rd time lucky?Looking at Weekly chart (below), noticed that price is currently sitting not far off the longer term 200 MA at $223.3. Twice previously, in 2019 and 2020, prices rebounded strongly at this trend line (see purple circles) and “rocket up” strongly. Would it be 3rd time lucky as well, and we se
"Zuck Bucks" to the Metaverse Moon?
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2022-03-24

Crouching Tiger Hidden Dragon?

I’d like to focus my post just on the point about Who should someone Newer to Tiger Community Follow?You might know the meaning of the phrase Crouching Tiger, Hidden Dragon, literal translation of a Chinese idiom, ‘a place that is full of unnoticed masters or talented, extraordinary people hidden from plain view’.That’s exactly how I felt about a group of Tiger accounts in TigerTrade app. I don’t know much about the talented people behind the avatars, but they are providing extraordinary (ok, maybe a bit of exaggeration, but definitely) helpful curated insights to aid trading and investing, and infotainment that makes the former fun and social.Here’s a primer on who's who that might be worth following, grouped into four areas of interest to the Community:1. Information & Insi
Crouching Tiger Hidden Dragon?
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2022-04-23

Psst! Do you know Buffett’s Investing ‘Secret Sauce’?

As one of the most successful investors ever, Warren Buffett's recipe for success is widely studied and many attempted to follow it. His $Berkshire Hathaway(BRK.A)$ average annual return is 22%, double the historic annualised average return of 10.5% for S&P500. According to a Fortune article, the top 4 total returns of all companies he has picked to invest in ranged from 671% in 5 yrs (BYD) to 9,417% in 24 yrs (Wells Fargo). Of course, Berkshire Hathaway which he has helmed for 49 yrs, and which acquired many companies over the years, from insurance (e.g. Geico) to food & beverages (e.g. Kraft Heinz) topped it all, returning a staggering total of 1,745,300%.Secret Sauce?So how did Buffett become so successfu
Psst! Do you know Buffett’s Investing ‘Secret Sauce’?
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2022-05-03

AMD Earnings –Advance, Motionless or Decline?

Advanced Micro Devices, Inc $AMD(AMD)$ reports earning after market close on Tue May 3.Let's see what we can expect...FundamentalsSemis stock such as AMD are expected to be negatively impacted by the four-prong headwinds. Frist is declining demand for graphics processing units (GPU) in crypto mining, being replaced by more efficient application-specific integrated circuits (ASICs). This coupled with weakening demand for PCs (expected to decline 5% in 2022) and continued supply-chain disruption due to COVID-19 and geopolitical crisis would affect revenue and growth of semis companies. Finally, inflation and recession if materialised would lead to reduced demand for chip. This seems déjà vu to 2018, where a glut of chips inventor
AMD Earnings –Advance, Motionless or Decline?
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2022-03-22

Buying Tesla and Chinese Tech Titans – I’d like my cakes and eat them too. Thank you!

Cake 1 – TeslaDespite challenging 2020~2021 with components, batteries and semiconductor supply chain disruptions and labour crunches brought about by pandemic and other issues, $Tesla Motors(TSLA)$ continued to outperform with record 71% increased EVs deliveries in recent quarter, and its profitability is now approximately 3 times greater than its top 3 legacy competitors, Volkswagen Group, Toyota Motor and Daimler.Looking Springy and DelectableBesides large market caps, higher growth and profitability which would sustain the company in the long run, one important area to look at for longer term investment is resiliency of the company to overcome downturns, and bounce back stronger. TSLA has shown it could weather the re
Buying Tesla and Chinese Tech Titans – I’d like my cakes and eat them too. Thank you!
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2022-05-25

Viva la NVIDIA「Earnings Season」

As I was studying NVIDIA Corporation $NVIDIA Corp(NVDA)$ earnings forecast (reporting after market close 25 May), Coldplay hit-song “Viva la Vida”, translated from Spanish meaning “Long Live Life” played on my Spotify. Fans of the British rock-band would probably know that the song’s lyrics is a metaphor that “even when the worst happens, one can still have hope for the future”. That–in my view–aptly describes the once darling of tech stock, NVDA; despite its share price being pummelled and losing more than half of its value in recent months, there are bright hopes for the future. Let’s see why…Los Fundamentos (The Fundamentals)NVDA is expected to post Q1 FY2023 EPS of $1.30 (+41.3% Year-on-Year, YoY) and consensus estimate to
Viva la NVIDIA「Earnings Season」
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2022-04-14

Best of the Best: Top Billionaires Edition 2023

Looking at the last 10-years ranking of top-3 billionaires in the world (see below) Bill Gates has held the title of the richest man in the world four times in a row between 2014 to 2017. Jeff Bezos took over as the richest man in the world for the next four years, 2018 to 2021 before losing the crown to Elon Musk. Musk did not feature in the top-3 at all until he burst into the scene in 2021 at 2nd place, and knocked Bezos off the perch a year later in 2022.source: Susan Walsh/AP; Joshua Roberts/Reuters; Axel Schmidt/Getty ImagesTop-3 Wealth Ranking Bezos, Gates and Musk source: ForbesSo will Musk remain at the top of the world of billionaires in 2023 or will Bezos wrestle the title back? Let's examine further...Wealth TrendingFrom the wealth trend graph (below), Bill Gates wealth showed
Best of the Best: Top Billionaires Edition 2023

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