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EraGrowth_Wealth

    • EraGrowth_WealthEraGrowth_Wealth
      ·12-24 18:57

      "Shift from Virtual to Real": Robo.ai(AIIO)'s Jidu Deal as a Long-Term Play

      Moving from Fiction to Reality: $Robo.ai Inc(AIIO)$ Leverages Jidu to Deliver an Immediately Verifiable Report Card to the Capital MarketsThe endgame for AI is manufacturing. By choosing to "descend to earth" and embrace the burdensome manufacturing sector at this juncture, $Robo.ai Inc(AIIO)$ signals its commitment to a long-term strategy.Robo.ai's Participation in Jidu Restructuring: From Software Provider to Vehicle OEMCore Information: Robo.ai $Robo.ai Inc(AIIO)$ , by participating in the restructuring of Jidu (Ji Yue), acquires full vehicle manufacturing capabilities and physical assets, completing its transformation from an AI technology supplier to an OEM
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      "Shift from Virtual to Real": Robo.ai(AIIO)'s Jidu Deal as a Long-Term Play
    • EraGrowth_WealthEraGrowth_Wealth
      ·11-23

      $MU has been seeing some big flow lately.

      $Alphabet(GOOGL)$ TPUs adding to $NVIDIA(NVDA)$ GPU demand. New TPU generation leans hard on HBM & $Micron Technology(MU)$ is one of the only suppliers with real capacity. As GOOGL scales TPU clusters, $Micron Technology(MU)$ becomes the go-to source for the extra memory the industry suddenly needs. $Micron Technology(MU)$ closing +2.98% | Volume 36.7M (≈ 1× avg)Range 9.64% | RSI(14) ≈ 58 (neutral zone)Intraday flow +$0.96B (3rd straight day of net inflow)Large lots modest net-out → small/mid lots catch, chips not loosened Technical Levels (1-3 day view)Support 202-205 ← multiple
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      $MU has been seeing some big flow lately.
    • EraGrowth_WealthEraGrowth_Wealth
      ·11-05

      10% Dip, Then Rally? Post-Reopening Setup Eyed

      The government shutdown is expected to end on November 15th...Could the market take this opportunity to correct by 10%, before surging again after the government reopens?Market liquidity has been increasingly tight recently, with the US government shutdown now exceeding the longest in history.If this continues, it could lead to significant market volatility.Tight liquidity will first cause a market downturn, with speculative stocks and trending stocks being the first to suffer.$S&P 500(.SPX)$ $Vanguard S&P 500 ETF(VOO)$ $Invesco QQQ(QQQ)$ $ProShares UltraPro QQQ(TQQQ)$ $Destin
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      10% Dip, Then Rally? Post-Reopening Setup Eyed
    • EraGrowth_WealthEraGrowth_Wealth
      ·10-31

      Berkshire Gets a Downgrade — So Why’s Buffett Buying More? 💰

      Wall Street Doubts, Buffett Invests — Who’s Got It Right This Time?🤔Wall Street just turned bearish on Warren Buffett’s empire — but the Oracle of Omaha isn’t slowing down.Earlier this week, KBW downgraded Berkshire Hathaway $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ to “underperform”, citing slowing growth across several businesses: GEICO’s margin pressure, BNSF Railway’s trade exposure, and lower interest income from Berkshire’s record $344 billion cash pile. Since Buffett announced his plan to step down as CEO in early 2026, Berkshire’s Class A shares have trailed the S&P 500 by more than 28 percentage points.So when a downgrade hits, most investors step back. Buffett? He writes a $9
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      Berkshire Gets a Downgrade — So Why’s Buffett Buying More? 💰
    • EraGrowth_WealthEraGrowth_Wealth
      ·09-23

      NVDA $100 Billion Investment Secures $350 Billion in Revenue, Overall AI Infrastructure Benefits

      $NVIDIA(NVDA)$ 's stock soared to a new high after news broke of its planned $100 billion investment in OpenAI, which intends to build and deploy a 10GW computing infrastructure.This 10GW capacity is considered incremental, leading to a positive market reaction across the broader AI infrastructure sector, including key players like $CoreWeave, Inc.(CRWV)$ $APPLIED DIGITAL CORP(APLD)$, as well as storage and power companies.A closer look at the collaboration details reveals:Nvidia will assist OpenAI in deploying the 10GW data center, with the project slated to commence in the second half of 2026, starting with the 'Rubin' generation of GPUs. Following the signing
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      NVDA $100 Billion Investment Secures $350 Billion in Revenue, Overall AI Infrastructure Benefits
    • EraGrowth_WealthEraGrowth_Wealth
      ·09-17

      Tesla: The Most Rate-Sensitive Stock in the MAG7

      (1) Share-Price PerformanceDuring the September 2025 before rate-cut settleed, $Tesla Motors(TSLA)$ has delivered the strongest post-meeting rally among the Magnificent Seven. This is no accident. Beyond building electric vehicles, Tesla operates in energy-storage, solar panels, and—crucially—AI-driven autonomy, all of which are highly interest-rate-sensitive. Lower discount rates effectively hit the “turbo” button on these long-dated, capital-intensive ventures.(2) Business TailwindsAuto SalesCheaper financing cuts the monthly payment on a Model Y by double-digit percentages, directly lifting unit demand. Simultaneously, new plants in Texas, Berlin and Mexico are ramping, letting Tesla spread fixed costs over more vehicles and expand gross margin
      2.24KComment
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      Tesla: The Most Rate-Sensitive Stock in the MAG7
    • EraGrowth_WealthEraGrowth_Wealth
      ·09-04

      Nancy Pelosi's Janauary Trade of Google Call Options Wins Again

      Nancy Pelosi filed a purchase of up to $500K of $Alphabet(GOOG)$ call options at the start of this year. At first, it looked like a rare miss.Image$GOOGL has now risen 20% since the trade.On January 14, 2025, former U.S. House Speaker Nancy Pelosi reported in her STOCK Act disclosure document:• Purchased 50 Alphabet Inc. call options (strike price $150, expiration date January 16, 2026), each with a value of $250,000–$500,000, for a total notional value of approximately $5 million.• During the same period, she also purchased options on Amazon and Nvidia using the same structure, while reducing her holdings in Apple and Nvidia.Market AnalysisBetting Target: Google's current share price is approximately $200, the options are already in-the-money, an
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      Nancy Pelosi's Janauary Trade of Google Call Options Wins Again
    • EraGrowth_WealthEraGrowth_Wealth
      ·08-28
      Truly inspired—blessings to you, Jerrying. May your path be steady and far-reaching.

      Been Trading for only 6 Months and Already up 216% Just by Catching the Knives?

      @jerrying：
      Thanks for the feature! Been trading for only 6 months and already up 216% just by catching the knives—eh, I mean, scooping up those super-sold-off counters.Hello Tigers, thank you for watch my investing journey (Firtst Interviewed on August 12th and added on comments on August 20th and 27th.).Q: Quick intro, can?A: Yo, I’m Jerrying—wholesale kaki by day, night-owl trader by, well, night. My shift is 11 p.m. to 4 a.m. to watch the charts—steady, but not everyone’s cup of kopi. Got 15k followers on TikTok for my money talk, and every morning I open Tiger to read the notifications/reports and check the pre-market push before I dump them into my watchlist. Portfolio up 216% this year, steady pom pi pi.These are the counters that paid for my bak chor mee upgrades:
      Been Trading for only 6 Months and Already up 216% Just by Catching the Knives?
      1.12KComment
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    • EraGrowth_WealthEraGrowth_Wealth
      ·08-13

      EA ATH & Extends The Rally; Pointing To $180 Area,Four catalysts

      $S&P 500(.SPX)$ ATH, just can’t and won’t stop.$Electronic Arts(EA)$ hits all time high and has rise 21.6% so far in 2025.Currently the call/PUT ratio of $Electronic Arts(EA)$ is 2.52.Yearly chart@ Aksel Kibar, CMTIt is interesting that singe July 29th 2025, $Electronic Arts(EA)$ rose 22% so far. Why？MetricJuly 29 printStreet / GuidanceSurpriseGAAP revenue$1.671 B$1.49 B+$0.18 B (≈12 %)Net bookings$1.298 B$1.20–1.275 B>$23 M above high-endDiluted EPS (GAAP)$0.79$0.75+$0.04 (≈5 %)FY-26 guidanceRE-CONFIRMEDMay 6 guidance unchangedNo cut, contrary to fearFour catalysts that pushed the share price >20 % higher (to fresh
      4.94KComment
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      EA ATH & Extends The Rally; Pointing To $180 Area,Four catalysts
    • EraGrowth_WealthEraGrowth_Wealth
      ·08-12

      EBAY ATH & Extends The Rally; Pointing To $100 Area

      $eBay(EBAY)$ $100 call on August 15th see 120% rise.Currently the call/PUT ratio is 1.95. $eBay(EBAY)$ has rise 55.37% so far in 2025.Why？The 55.37 % year-to-date rally in EBAY is primarily the result of a July-end Q2-2025 “beat-and-raise” report that materially lifted forward estimates and sentiment:Top- and bottom-line beatRevenue $2.73 B vs. street $2.64 B (+6 % YoY)Adjusted EPS $1.37 vs. street $1.29 (+16 % YoY)GMV $19.5 B, also ahead of consensus Higher guidanceManagement guided Q3 revenue $2.69-2.74 B and EPS $1.29-1.34, both above prior street numbers .Operational catalystsAI-driven advertising (already 2.5 % of GMV and growing ~17 %) is expanding margins .“Focus categories” (collectibles, sneakers
      3.58KComment
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      EBAY ATH & Extends The Rally; Pointing To $100 Area
       
       
       
       

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