To The Moon

Nvidia CEO Jensen Huang came to Washington on Tuesday with a message for the Trump administration: the U.S. can win the AI battle if the world, including China's massive developer base, runs on...

Summary WOLF recently opened a $1.2 billion state-backed factory to produce silicon carbide chips. The components produced from the factory will be used in consumer electronics, electric vehicles, and 5G infrastructure. I am bullish on these supercycles so it's only natural to be bullish on this stock as well. jiefeng jiang/iStock via Getty Images $Wolfspeed Inc.(WOLF)$ is a buy with theopeningof a new $1.2 billion state-backed factory in Utica, New York, that will see the company pivot into becoming a pure semiconductor company. The factory will producesilicon carbide chips and will be used in a number of products from electric vehicles, solar power inverters, and in 5G infrastructure. In my view, WOLF's pivot towards making these chips is a smart m

2020年，要說現象級的工具軟件，非Zoom莫屬。一場新冠疫情，讓Zoom迅速爆火，成爲雲計算行業的當紅炸子雞。雖然爆火在去年，但事實上，Zoom已經是一個成立近十年的公司。2011年4月,Zoom以Saasbee在美國特拉華州法律註冊成立；2012年5月，公司再次更名爲Zoom Video Communications, Inc.。從公司的更名歷程來看，在2012年公司就將公司的發展重心專注到“video communication”這個會議系統的細分領域之中，經過10年的發展，公司提供視頻優先通信平臺，提供快樂並從根本上改變人們的互動方式。2020年，新冠疫情爆發以來，公司的用戶規模與收入飛速增長，股價也從2020年1月到10月，十個月，上漲接近8倍，成爲當仁不讓的明星。圖：Zoom上市至2020年10月股價走勢但從去年10月至今，Zoom的股價走出了腰斬的走勢，這背後隱含的是市場對於新冠疫情有效控制以後，Zoom增長放緩的擔憂。圖：Zoom2020年10月至今股價走勢 2021年8月30日盤後，Zoom發佈了最新一個季度的業績，2021第二季度公司實現營收10.2億美元，YOY增長54%，淨利潤3.16億美元，YOY增長70.49%。雖然，當季度的增速尚可，但是公司對於下個季度及全年業績的展望卻不及市場預期。Zoom預計第三財季營收爲10.15億到10.2億美元，同比增長31%，略高於分析師預計的10.13億美元，EPS預計爲1.07到1.08美元，低於分析師預期1.09美元，直接導致多家大行下調公司的目標價，德意志銀行將其目標價從375美元下調至350美元、瑞銀將其目標價從345美元下調至315美元等。暴跌已經是事實，投資者有以下疑問1.Zoom二季度的業績成色如何，未來還有發展潛力嗎？2.後疫情時代的Zoom應該何去何從？未來Zoom的路，在何

(July 23) Chinese education stocks plunged in morning trading. Bloomberg report that, China consider

China International Capital Corporation Limited has updated its forecast for Nio Inc, saying it expects the Chinese electric vehicle maker to sell 98,000 cars in 2021, 5% more than its previous estimate, as per a cnEVpostreport.What Happened:The China-based investment bank estimates Nio’s production and sales to remain strong in the second half of the year.Nio delivered 21,896 units in the second quarter,near the upper end of the company's 21,000- to 22,000-unit delivery guidance, in line with

Some of the stocks that may grab investor focus today are:

A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.Shares of Chinese electric-vehicle maker NIOwere moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $5

EV Stocks surged in Monday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1.8% and 6.4%.