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$AMZN
Still flagging on multiple timeframes. We needed this consolidation/accumulation after a huge leg up. 200ema on 4H is at 215, I wouldn't be surprised to see price try to test and react to that area before a real bounce. Below 215 we have 212.75, which could see some buyers step in. We really need to break 228s with strength to see more upside.
Our calls in the server are for April and we did trim, that being said I'm not really worried as this still has a bullish structure. There has also bullish divergence forming over the past couple weeks, so there is some strength.
$SPX $SPY $TSLA $NVDA
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Axis bank result analysis
CASA 42% to 39% , Retail Growth QOQ 1%, SME 3%: Weakening Consumption, Reducing Disposable Income, and Rising NPAs stress assets have to worry?
Axis Bank Results Highlight Need for Tax Reductions, Interest Rate Cuts, and Boosted Liquidity to Revive Consumption
Key Observations from Axis Bank’s Q3FY25 Results:
1. Declining CASA Ratio and Savings Growth:
CASA ratio dropped by 3% YoY to 39%, indicating reduced reliance on low-cost deposits.
Savings account growth remained flat YoY, reflecting lower consumer ability to save due to inflationary pressures and stagnant disposable incomes.
2. Sluggish Credit Growth:
Retail Loan Growth: QoQ growth at just 1%, despite 11% YoY growth, highlights weak credit demand driven by reduced spending power.
SME Loan Growth: While YoY growth was strong at 15%, QoQ growth slowed to 3%, signaling liquidity challenges for small businesses.
3. Rising NPAs and Asset Stress:
Gross NPA increased marginally QoQ to 1.46%, with slippages spiking to ₹5,432 crores (up from ₹4,443 crores in Q2FY25).
Stress is most notable in unsecured retail loans and SME segments, further burdened by high borrowing costs.
Implications for the Economy:
Axis Bank's results mirror broader economic trends of weakening consumption, rising financial stress, and slowing growth across key sectors. The data underscores the urgent need for structural reforms to address these challenges.
Recommended Actions:
1. Reduce Taxes:
Lower GST rates on high-consumption goods to reduce cost pressures on consumers and SMEs.
Provide income tax relief to middle-income earners, increasing disposable incomes and spurring demand.
2. Cut Interest Rates:
Reduce lending rates to make credit more affordable, driving borrowing for consumption and investment.
Lower borrowing costs for SMEs to ease operational pressures and improve cash flows, reducing default risks.
3. Increase Liquidity:
Introduce targeted liquidity infusion measures, ensuring funds are available to high-impact sectors like SMEs and retail.
Encourage government-backed credit guarantees for SMEs to boost confidence and lending.
Expected Benefits:
1. Boosting Consumption:
Tax relief and affordable credit will directly increase consumer spending, revitalizing demand across sectors.
2. Supporting SMEs:
Easier access to credit and reduced tax burdens will enable SMEs to invest, expand, and generate employment.
3. Improving Asset Quality:
Enhanced financial support will stabilize stressed portfolios, curbing slippages and NPAs.
Axis Bank’s results underline the critical need for fiscal and monetary reforms to address systemic challenges. Reducing taxes, lowering interest rates, and boosting liquidity are essential to revive consumption, support SMEs, and stabilize the banking system, setting the stage for sustainable economic growth.
@AxisBank
@DFS_India
@FinMinIndia @idesibanda @ANI @IncomeTaxIndia @GST_Council #AxisBank #Nifty #sensex #resultscorner
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@DatDudeJeremy I did the same thing early last year. After they came out of deferment, the interest rates went from low 2% to over 7%. No way was I giving them more money lol
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Here's the shocking truth about your bank account: At today's national average of .56% interest, your $10,000 savings earns just $56 in taxable interest annually. Meanwhile, inflation at 3% means you've actually LOST $244 in buying power. The worst part? Banks lend your money out at 6-18%.
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Or are we seeing the AWS playbook w/ AI?
Prioritizing market share over short-term profits.
Vast CapEx spend in 2014/2015 made Amazon's stock price jump 6x by 2018. (See graphs.)
A tempting path for those betting on AI.
My take: AI spend will face scrutiny in 2025.
3/x https://t.co/BXPp8uZkxR
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$AMZN looks incredible here. It's been flagging since Dec 16th and looks like it's getting ready for a breakout to ~ $240s. MACD is about to turn positive and the RSI is trending up. I really do think breakout is about to happen if the market doesn’t decide to gift us with another rug pull next week.
Their earnings is in around two weeks. They've been growing EPS at a rate of 50% YoY since turning negative in 2022. Over the past 7-8 Qs they’ve reported EPS upside surprises of 20-30% on avg Q after Q and stock keeps getting progressively cheaper after each earnings. AWS growth is reaccelerating from 12% six Qs ago to 19% last quarter and consumer is still looking strong. Their exposure to Dxy is less than avg Mag 7 names (high 30%s to low 40%s vs. 50%s). I think we're about to see strong numbers and market could be front running that here. 🤞
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@DannyDayan5 @hsri07 @dampedspring @jam_croissant Interest rates will finally bite into earnings. Appears to be doing that now. Big tech earnings start to fail, they will be crushed. Markets won't take kindly. You could get some high impact drops. But I think we go higher before drop. 30% off 7000? About 5000. Fair value.
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Trump Uses Markets, But Interest Rates May Drive 2025
Trump used the stock market to measure success, but in 2025, interest rates may take the lead. The 10-year Treasury yield has risen to 4.8%, with fewer Fed rate cuts expected due to inflation concerns.
#InterestRates https://t.co/YA0hB5rafE
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@woahitzdelaneyy yeah if you have a savings account with them you could’ve been getting a higher interest rate but they never told customers https://t.co/43yu1h97zb
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In the new baseline:
Net interest slightly lower as a % of revenue than June 2024 baseline but still high and rising: 18.4% in 2025, 20.3% in 2030, 22.2% in 2035.
Will update this chart later for comparison!
cc: @danieldbunn
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Worries over #fiscal discipline, #immigrationpolicies, the recent strong #employmentreport, and several other issues drove the 10-year #USTreasury yield above 4.80%. When the Fed started lowering #interestrates on 9.18.24, the 10-year yield stood at 3.70%. Who’s missing what?
https://t.co/IIa7ApzLRt
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@markburns4RE It is not only mortgages that are going to be affected. The hurdle rate for capital projects in corporations is very close to the mortgage rates. The effect of the fed rate cuts on the economy will be muted.
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3.) $AMZN
$AAPL tanked the entire mega tech group today. Imho it's nothing more than profit taking before earnings type of price action so they could beat again.
$AMZN had a very impressive Q3 earnings with EPS growing over 50%. $AAPL endorsed $AMZN new AI Trainium2 chip recently.
For Friday, if >$221 then +2.5 OTM calls.
Disclaimer: I have commons but don't have calls.
-cont
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The bond market is more worried about potentially higher inflation ahead, along with a U.S. economy that may not need more help from easier interest rates. That’s hurting stock prices.
So scr*w the little guy now and in the future because the rich ppl are losing money now. SMFH!
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💰 The world's 35 largest companies by revenue.
Walmart leads with $648.1 billion. https://t.co/qDWssfvvDO
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Remember Facebook's discrimination scandal against Americans? Requiring Americans to mail in their resumes to funnel jobs to foreign workers?
Well, it wasn’t just Facebook. Look at these companies: Amazon, Google, Apple, Facebook, Alibaba, Tesla, Uber and it doesn’t stop there. I’ve seen Salesforce, PayPal, eBay, DoorDash, LinkedIn, Workday, BMW, and MANY more doing the same thing. After the Facebook scandal, many switched from “mail in your resume” to “mail or email your resume” to just email submissions but the discrimination remained.
So the lesson here is once something is published, you can’t go back in time to erase it. From 2015-2021, countless Americans were discriminated against, while companies and individuals gamed the system to get foreign workers into green card backlogs. Now, they’re scrambling to protect their fraudulent practices, hoping no one audits their applications.
It’s time to grow awareness and hold these companies accountable, not reward them with even more foreign workers. If America wants to see how deep this runs, I’ve got the receipts, and I’m ready to share. I’ll do whatever it takes to help America put its workers first.
🙌 Let’s make America American First again! Otherwise MAGA will never happen!
https://t.co/W1wXNN1pne
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If like me you have ever wondered whether "low margin, high volume" business models will ever thrive in Ghana, we have another strong reason to think they can't: Melcom.
Melcom belonged to that class of businesses that for a while seemed to prove that the "low margin, high volume" path in business is viable in Ghana.
The company seemed to be designing a modern retail experience for the mass market instead of targeting the same sliver of the upper middle class customer base that every modern service business in Ghana's big cities seems to be aiming for. Relatively lower prices, massive floor spaces, no frills service, something for every pocket. Europe and America have Tesco, Walmart, Carrefour, Melcom seemed destined to figure out a slick mass-market play for Ghana.
Some argued that the third-generation Indian-Ghanaian origin of Melcom had something to do with it. If any business folks are going to crack low-margin-high-volume in West Africa, some Chinese, Indian, or Lebanese links must be in the mix somewhere, or so the theory said.
Then as competition heated up in Ghana's modern retail segment, especially with the entry of multinational players like South Africa's Game and Shoprite, and as the cost of capital went through the roof, Melcom turned to the World Bank's private sector arm for large dollar infusions and updated its business strategy.
It concluded that it needed to expand its footprint dramatically. It needed to take the multinational entrants head-on.
Unlike the Koalas and Maxmarts of yesteryear, the likes of Shoprite seemed on the cusp of building real Tesco-Walmart style nets to drag the middle classes away from Makola-style "provision shops". Melcom felt it couldn't, in Ghana's context, ignore these new entrants like it did the likes of Koala. Palace, another new entrant, for instance, seemed to combine scale with a certain panache that could draw in the more aspirational cohorts of the lower middle-class.
Melcom's response has been like a blitzkrieg. With Game running away from Ghana with its tail between its legs, Melcom has had the occasion to demonstrate the triumph of its rise by taking over Game's old space at the iconic Accra Mall. Melcom is spreading branches so fast, patrons can't even keep up.
But here is where it gets interesting: the retail chain also seems to be ditching low-margin-high-volume.
Its new flagship branches are now situated in posh places like the Accra Mall and many of the items and their prices seem clearly targeted at high-end customers. Gone are the long-winding queues at checkouts. Melcom shops now spot freshly made beetroot and pear juice at nearly two dollars for half-a-can potions. Gone are the bland shelving. Twenty-dollar chocolate pouches now sprout teasingly from high shelves. Gone are the cheap plastic wares. Instead, expensive natural-oil cosmetics going for ten dollars casually make a showing among the familiar dove and nivea fare.
It is a real sight to behold. Growth for the likes of Melcom appears only viable if they trade up into the high-end shopping circles, not downwards towards the masses.
The question here is painfully stark: if even Melcom couldn't find a low-margin-high-volume pathway to expansion and growth in Ghana, can anyone?
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My co’s have a zero "diversity” agenda!
We hire on qualifications ONLY, not on race or sex. We have no quotas to fill! We only want to hire competent and motivated people who seek opportunity & are willing to work hard.
50% of my staff are NON white and female. We have 1500+ employees & we have never hired outside the USA or used federal subsidies like H1B to hire.
That being said, on average, it is my opinion, immigrants out-hustle the average American. I don’t blame co’s for seeking overseas talent. People who come to this country seem to have a different appreciation for what it offers more than people who were born here.
America has a lot of entitled, lazy, cry babies in our country today.
If you are triggered by that statement you are most likely one of them, if you aren’t you probably agree.
Tell me what I’m missing 👇
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DeepSeek is shaking up the AI industry.
1. It's open-source.
2. It's multimodal (images, PDFs...).
3. API is 94.81% cheaper than chatgpt.
I run my own tests below:
#1 → write an SEO-optimized article https://t.co/U72hrdvG3H
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5 of the most useful razors I've found.
Rules of thumb that simplify decisions.
1. Bezos' Who to Work With:
If unsure who to work with, pick the person (or people) that would have the best chances of breaking you out of a 3rd world prison.
People who could do this might be described as 'relentlessly resourceful.' Two dangerously good traits.
2. Skinner's Law:
If procrastinating on a task, you only have 2 options:
1. Make the pain of not doing it greater than the pain of doing it.
2. Make the pleasure of doing it greater than the pleasure of not doing it.
Remind yourself why you're doing the task.
3. Luck Razor:
If stuck with 2 equal options, pick the one that feels like it will produce the most luck later down the line.
Should I stay in tonight or should I go and meet this interesting stranger?
Choose to increase your surface area of luck when you have the choice.
4. Naval's Razors:
If you have 2 choices to make, and they’re relatively equal (50–50), take the path that is more difficult and more painful in the short term.
If the two are even and one has short term pain, it means it has long term gain.
5. Bragging Razor:
If someone brags about their success or happiness, assume it’s half what they claim.
If someone downplays their success or happiness, assume it’s double what they claim.
Winners don't feel the need to tell you they're winning, it's dead obvious.
What would you add?
———————————
P.S. Click the link below when you read this to sign-up to my newsletter Faster Than Normal.
It's read by 70,000 people including Fortune 500 execs, founders, operators, creatives, and investors from Silicon Valley to Wall Street.
https://t.co/m7ppsw5qI6
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India's fastest factory construction - EPack Prefab has built a factory in 150 hours
Pre-Engineered Building structures are the future!
It saves 50% time and costs much lesser than a traditional building structure! https://t.co/AZj569xAqK
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Thanks to the H-1B visa program, IBM facilitated the offshoring of U.S. jobs to India after laying off its American workforce.
NYT: “IBM Now Has More Employees in India Than in the U.S.” https://t.co/B5fKXsjJyP
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This always cracks me up!
The lengths some companies go to deter Americans from applying for jobs and limit the chance of finding "qualified" candidates. They’ll throw in crazy requirements or, even better, vague and bizarre combinations of skills.
Take Tesla, for example. Apparently, to be a Supply Chain Analyst, you need a bachelor’s degree in business, supply chain, operations management, chemistry, or a related field. Chemistry? Really? Are they running supply chains or setting up a lab experiment?
For anyone unfamiliar with employer tactics to disqualify you, here’s the deal: pay close attention to the job description. They often tailor the duties to match the H-1B worker’s job experience. If there’s some obscure “nugget skill” you’d only have learned by doing that specific job and it’s missing from your resume, they’ll pull the “you’re not qualified” card.
But here’s the thing...they don’t want you to know the rules of the game, and I’m not here to play along with their discriminatory practices. Here’s the kicker: they can’t legally disqualify you for skills you can reasonably learn on the job. If they deny you an interview or, more commonly, ignore your application altogether, then hire the H-1B worker and file their PERM application, you’ve got grounds to file a citizenship discrimination charge with the DOJ.
So don’t let them fool you. When companies try to sidestep qualified Americans, there’s always a way to call them out and it’s surprisingly satisfying when you do!
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The corporate world is shedding layers…and managers are feeling it the most.
Companies are leaning out their org charts, eliminating middle management positions to prioritize speed and efficiency.
The focus? Fewer decision-makers and more strong individual contributors.
Amazon, Meta, Google & as well as many other companies have all restructured, with managers now overseeing nearly three times as many direct reports as they did in 2017.
For managers, this means:
• Fewer promotions: Senior-level roles are harder to come by.
• Tougher competition: The job market is flooded with experienced managers.
• Shift in priorities: Companies are looking for execution, not layers of approval.
If you’re a manager, here’s the truth:
• Networking matters more than ever. People are going to prioritize folks they already know and trust.
• Upskilling is critical. You need to be able to roll up your sleeves and stay sharp.
• Adapt or pivot. Staying in the same lane might not be an option anymore.
The management ladder is evolving—are you ready to evolve with it?
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فلسفه پشت طراحی لوگو غولهای بزرگ چیه؟
آمازون: فلش لوگوی آمازون از حرف «A» به «Z» کشیده شده که نشاندهنده ارائه محصولات از A تا Z هست (از شیر مرغ تا جون آدمیزاد دارن). همچنین فلش شبیه لبخند طراحی شده تا رضایت مشتری رو نشون بده. https://t.co/vmdSojfTUg
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Big Tech this. Big Tech that.
Big bulk tubs of mayo (Costco) outperformed Apple, Google and Microsoft in 2024. https://t.co/yZvOhVoYCq
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Amazon $AMZN has brought in $43 Billion of Free Cash Flow over the last year https://t.co/H1NDm4gBsG
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8/Russia is dominating the Arctic game:
It has the largest Arctic coastline.
It owns 50+ icebreakers (compared to 6 for the U.S.).
It’s building military bases, expanding oil/gas projects, and increasing Arctic patrols. https://t.co/cpNda6yuYJ
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The number one competitive advantage America has is our workforce. The H-1B program attracts the best and brightest talent from around the world and strengthens that advantage as we also invest in American workers. https://t.co/Cvs0xmh00m
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Just four airlines control 80% of the airline industry — the most concentrated it’s ever been.
And they’re using their power over consumers, and airports, to jack up prices.
But this small airport in Missoula, Montana, is showing how to break the major carriers’ stranglehold. https://t.co/h35Dygu9h0
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They’re better at small talk but we’re better at empathy, healing, and adapting to change (for the most part) so hey
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Real-Life Examples of Vertical AI Models:
◽️ Finance
AlphaSense is an AI model that specializes in processing financial documents, earning calls, and news articles to provide actionable insights for investment decisions.
It is used by many investment firms, financial analysts, and researchers to get an edge over their competitors.
◽️ Pharma
DeepMind’s AlphaFold is an AI model that can predict protein structures that are difficult to study experimentally, accelerating drug discovery.
This model is highly specialized within the molecular biology field and has revolutionized research in this area.
◽️ Retail
Amazon Personalize is an AI that helps retailers provide customers with personalized product recommendations and promotions.
E-commerce platforms use it to deliver custom recommendations to shoppers, increasing conversion rates and customer satisfaction.
◽️ Agriculture
John Deere uses AI for precision agriculture.
Its See & Spray technology identifies crops and weeds in real time and applies herbicides only where necessary.
Farmers use it to reduce the amount of chemicals sprayed, lowering costs and environmental impact.
◽️ Cars
Tesla’s Autopilot is a specialized AI system designed for autonomous driving.
It processes data from cameras, radar, and ultrasonic sensors to navigate roads, avoid obstacles, and assist with driving tasks.
◽️ Healthcare
IBM used AI to analyze medical records, assist in diagnosing diseases, and recommend treatment plans.
It used medical data, clinical trials, and research to help doctors personalize treatment for cancer patients.
◽️ Copywriting
Content Creators will be able to train and customize base AI models like Llama with their own datasets to get better results.
We aim to make creating and customizing vertical AI models easy and accessible for everyone.
The future of AI is vertical ⚡️
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UnitedHealth gave doctors checklists and bonuses linked to diagnosing the company’s Medicare Advantage patients. The process helped increase Medicare payments by billions, per WSJ
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DO NOT LAUNCH A WATCH COMPANY:
Watches are a solved business.
And this is coming from a guy who OWNS A WATCH FACTORY.
Smart watches take up half of all wrist space.
In the US, that is DOMINATED by Apple.
You will not have more function than an apple watch.
You will not provide more value than an apple watch.
So you have to tackle the other half of the market-
You cant win on function, you must win on form.
The other half of the market is dominated by the Swiss
1 french brand in the top 10, 3 Japanese in the top 20.*
(this is estimated total watch revenue and ignores things like unit volume, where casio would win, or total brand revenue where Cartier could be number 1)
And only 1 brand on here would have a healthy prostate- Richard Mille, ironically the most expensive of the brands is the newest.
There is a reason for that-
You will not make a better watch than Seiko.
Seiko makes perfect time pieces, and they do it at a price no one else can compete at.
You will not make a cheaper watch than swatch or casio.
You will not deliver more value than Tissot or Tudor.
And you dont have the history or name recognition of a rolex or cartier.
There is no place in the market left, except the VERY VERY TOP.
Richard Mille made outlandish, modern designs, that were gaudy and gauche to the established Swiss crowd.
And it worked.
Jacob & Co follows a similar playbook, but they are more jewelry than watches.
Extreme high end, where the potential buyers are literal billionaires. Comparing a Jacob to a Rolex is unfair to both parties.
BUT SEAN, WHAT ABOUT MVMT:
MVMT was bought for 100m by movodo in 2018.
But by 2021, they have written off the purchase completely.
Revenue declined, profitability declined, and they stopped talking about it on earnings.
The same thing happened at Fossil.
Sales have fallen from 2.7b in 2017 to 1.4b.
Literally losing 1.3b a year in topline.
The low end of the industry is owned by Timex, Casio, Citizen, and Swatch.
There is no need for a new low end brand.
Unless you are a fucking jeweler, stay out of this industry.
It is solved and it will just break your heart.
Watches are amazing little triumphs of human effort and design.
But it is like cars, music, and movies-
A passion industry where large fortunes become small fortunes.
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Amazon’s plastic packaging waste alone could encircle the globe 500 times: https://t.co/QqVFhbPvJH. We need to do better.
Use less, buy less, waste less.
#ActOnClimate #climate https://t.co/F3dq9jnT6A
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US stocks have been outperforming international stocks for 16 years running, and by a huge margin. The result: we're now more than 3 standard deviations above the mean in terms of historical US outperformance.
https://t.co/l5IYmkf6Ih https://t.co/Xj6wRawxDC
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You can't beat China no matter how far you push cheapening stuff because they use slave labor. Sam was right when he said its not worth competing with them when the end result is machines running everything to compete with human slaves. https://t.co/ZnWfBnworh
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✨ The Role of AI Agents in Today's World!
🌍 AI agents are more than just tools, they're the building blocks of a smarter, more efficient future. Here's how they’re reshaping industries:
🛠️ Automation Redefined: AI agents streamline complex tasks, saving time and resources.
💬 Smarter Interactions: From virtual assistants to customer support, AI agents deliver personalized, 24/7 engagement.
📈 Decision-Making Power: With advanced data analysis, AI agents help businesses make informed decisions at lightning speed
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In 1976, two electronics giants went to war.
Sony's Betamax vs JVC's VHS.
Betamax was technically superior in every way.
But VHS won because JVC focused on what actually mattered to consumers... https://t.co/lcmdGeQvvy
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Sortation robots at @adidas warehouse! 👟
@DHLGlobal has deployed sortation robots from Unbox Robotics at its B2C warehouse in India.
These robots are designed to automate marketplace and transporter sorting processes and auto-manifest generation, replacing labor-intensive manual tasks. 📦
Each robot is configured to handle 31 unique sort destinations and 48 bin positions, delivering over a 25% improvement in operational efficiency.
Integrated with Warehouse Management and Carrier Management Systems, the robots ensure precise sorting with high accuracy, reducing delays and enhancing productivity.
Hypnotizing to watch! That's why I love robotics so much! 💛
~~~
♻️ RT to help 1 robot find a new workplace.
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As batalhas de marca de hoje são completamente diferentes.
Elas não são vencidas com comerciais de TV ou testes de sabor. Elas são vencidas por meio de conteúdo autêntico e conexões pessoais.
As bebidas energéticas da KSI. O café de Emma Chamberlain. O império Kardashian.
O jogo mudou radicalmente. Portanto: .
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1 in every 7 dollars is spent on treating diabetes globally that’s $700B! Diabetes care now evolves with salesforce Agentforce. Precina leverages these AI agents and data cloud and apps to fill critical gaps in patient care, analyzing patient data to personalize diabetes management plans, providing support where current systems fall short, and ensuring care reaches underserved populations. By optimizing resource allocation and scaling access, Agentforce empowers lives, reduces costs, and transforms diabetes care into a safer, more compassionate system. ❤️🤖
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Ngày 24/4/2024, tại đại hội cổ đông, bà Nguyễn Thị Phương - tổng giám đốc Wincommerce (vận hành chuỗi WinMart, WinMart+...) cho biết, thị trường bán lẻ hiện đại tại Việt Nam dự kiến đạt 9 tỉ USD vào năm 2025. Trong khi đi đó, 65 triệu dân nông thôn, quy mô 15 tỉ USD chưa được nhiều nhà bán lẻ tập trung. Wincommerce sẽ tập trung vào thị trường này.
Nếu bạn đang có ngôi nhà ở tỉnh, thật sự là rất lợi thế. Bạn triển khai 1 cái shop KDOL tại nhà ở quê đi, sẽ lợi thế hơn nhiều so với thuê mặt bằng trên Tp lớn. Tui thấy các cửa hiệu ở Hà Nội hay Sài Gòn, chỉ 6 tháng là dẹp ôm đống nợ vì tiền mặt bằng chịu không nổi. Buôn bán ở Tp lớn sẽ cạnh tranh không lại Tp nhỏ vì bây giờ online hết.
Các tỉnh ở VN đã rất khác biệt sau 4 năm qua. Giá sầu riêng, cà phê, lúa gạo, tôm cá, cau, vải, dừa,... tăng giá ào ào giúp người nông dân khấm khá hơn (giá gạo hiện nay thực sự vẫn chưa tương xứng với công sức và mồ hôi của người nông dân, bây giờ người ta không còn ăn gạo nhiều như xưa nữa, có tăng lên vài ba ngàn 1 ký thì mỗi hộ cũng chỉ chịu thêm cỡ hơn trăm ngàn cho 1 tháng cho tiền gạo thôi, đâu có gì quá nhiều). Qua các cơn sốt, nhiều nhà cắt chút xíu đất vườn và đã có tiền tỷ trong tay, tiền từ các đô thị chuyển về. Xe ô tô, shop thú cưng không còn xa lạ. Bách Hoá Xanh với mô hình siêu thị Mini cũng đã về nhiều làng xã. Người dân đã biết chi tiêu và sẵn sàng chi tiêu, nhưng chưa được hướng dẫn. Họ chưa biết xài kem chống nắng để da trắng trẻo, chỉ cho họ xài. Chưa biết xức dầu thơm và đút đít vô trước khi ngồi xe hơi cho sang trọng, hãy chỉ họ.
Trung tâm ngoại ngữ ở các thị trấn, thị xã, thành phố trực thuộc tỉnh đông nghẹt học trò. Bây giờ, chỉ cần 1 cái smartphone có 4G là có thể kinh doanh toàn quốc. Dù thâm sơn cùng cốc thì đơn vị chuyển phát nhanh cũng có mặt lấy hàng của bạn giao đi trong 30 phút. Đã có nhiều mô hình đặt VP ở nông thôn, hoặc thành phố cấp tỉnh, nhưng doanh số đạt vài trăm triệu/ngày.
Ở VN, địa bàn kinh doanh online thuận lợi nhất bây giờ là những đô thị ở miền Trung. Dù dân số không nhiều, không phải là thị trường chính nhưng do nằm ở giữa, việc ship hàng ra 2 đầu đất nước nhanh chóng nhẩt. Xe Kia, Mazda, của Thaco, từ Chu Lai họ ship đi 2 đầu đất nước hiệu quả hơn hẳn so với nhà máy đặt ở miền Nam ship ngược ra Bắc và ngược lại, vì ở VN, chi phí logistic, vận tải....siêu cao, vì thế Thaco bán xe ô tô luôn tốt hơn các DN khác. Việc đặt nhà máy ở Chu Lai là bước đi thông minh và đầy chiến lược của người đứng đầu doanh nghiệp này.
Về quê không phải chỉ là về nông thôn. Các đô thị cấp tỉnh bây giờ không khác gì Hà Nội hay SG, cái thua là mật độ xe chạy trên đường và cái hơn là không khí sạch. Ví dụ như Huế hay Nha Trang hay Đà Lạt, nó như là 1 quận của Sài Gòn dời ra mà có di tích, có biển, có núi vậy. Các bạn cân nhắc về Tp lớn nhất tỉnh mình để lập DN và sinh sống, ở một thời gian sẽ tìm được cái để làm. Những cái gì trên phố có mà chỗ đó chưa có. Người với người giống nhau, trên phố có nhu cầu gì thì ở nông thôn cũng sẽ vậy, chẳng qua xưa chưa có tiền thôi. Giờ có tiền, sẽ khác.
Lùi 1 bước tiến 10 bước, về tỉnh làm, mở xưởng mở shop, tích luỹ tiền, mua xe hơi đi lại cho thuận tiện, rộng rãi thoải mái. Sau ra ven Hồ Tây mua biệt thự lại mấy hồi, con cái cho học online tiếng Anh với thầy Mỹ cô Anh cô Úc. Sau lên cấp 3 hoặc ĐH thì cho đi Mỹ đi Anh đi Úc du học hết, còn mình rảnh thì đi du lịch khắp thế gian, có 1 cuộc đời chớ mấy.
*Các bé ghép chữ này và ngẫm.
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Foxconn partners with Nvidia to develop humanoid robots. This is serious. Foxconn is the world's largest contract manufacturer of electronics.
This collaboration aims to combine Foxconn’s extensive manufacturing expertise and Nvidia’s artificial intelligence technologies to create robots capable of performing complex tasks across various industries.
The race is on
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The reality is that a few key stocks are driving the majority of market price action.
The top 10 stocks in the S&P 500 are now almost 800 TIMES larger than the 75th percentile stock.
These stocks now account for a record ~40% of the index.
Today, these stocks are SURGING. https://t.co/e31uQ1ZYyx
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🚨URGENTE!
Itens com até 40% OFF na lista escolar! 😱 E até 20% de desconto progressivo, MAS quem é membro Prime economiza mais 5%! 🔥
Confira:
https://t.co/9NTQCjPdKo
https://t.co/9NTQCjPdKo
Seja Prime por 30 dias GRATUITOS: https://t.co/EFAjJYkeVf https://t.co/1W6divr1MK
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CES report #1.
Millimeter wave radios.
I see these radios will be used by robots as the “eyes” of future robots.
These can see through walls and at night. Through smoke.
But are much lower power than using GPUs to build same from cameras.
Soon a lot lower power.
@zadarlabs makes them in Silicon Valley.
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Tech profitability has been truly historic:
Over the last two years, the US Technology, Media, and, Telecom (TMT) stocks have seen earnings growth of 45%.
At the same time, US non-tech business profits have not increased at all.
Moreover, TMT earnings have DOUBLED in 5 years, materially outperforming other companies.
Such significant divergence between tech and non-tech earnings growth has never been seen before.
In effect, TMT profits now account for ~36% of the S&P 500’s total profits, near the most on record.
This market cannot survive without big tech.
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Tesla is undervalued under $3 trillion bc of these two products that many believe will never happen, but actually will.
1/ Robotaxis: $5 trillion opportunity
The Robotaxi network has the potential to disrupt the entire transportation industry by making personal car ownership optional. There will be fleets of fully autonomous Teslas providing convenient, safe, affordable rides on demand, reducing the cost per mile significantly compared to owning and maintaining a personal vehicle. This shift will also revolutionize urban planning, reduce traffic congestion, and cut down emissions on a massive scale. This product will redefine the meaning of transportation.
2/ Optimus: $25 trillion opportunity
Optimus represents a major shift in how labor is performed globally. There will be factories where repetitive, dangerous, or physically tough tasks are handled entirely by robots, drastically cutting costs while improving efficiency & safety. Tesla will be the first to benefit from this. Beyond factories, Optimus will also transform home care, elder care, and even personal assistance, filling labor shortages across industries. Since Tesla’s expertise in AI, sensors, and battery technology from FSD converges perfectly with Optimus, Tesla has a unique advantage in creating a scalable, intelligent humanoid robot. When successful, Optimus will unlock an entirely new economy where physical labor becomes a choice rather than a necessity.
Now you know, $TSLA is just getting started.
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“When Xi was promoting the Belt and Road Initiative, the idiots laughed at him. When Made in China 2025 was launched, the idiots laughed at him. When he heavily subsidized electric vehicles, the idiots laughed at him. When he was refining chips, the idiots laughed at him. In fact, he has accomplished everything over the years. China is now the world's largest industrial country with the most complete categories and advanced technology. Xi has taken away all the third world markets along the Belt and Road Initiative. The military strength has also made a qualitative leap, but the idiots are still laughing at him. Xi has accomplished everything he wanted to do. Let's take stock of the results of the U.S. trade war. Has manufacturing industry massively returned to the U.S. ? Has the U.S. trade deficit and national debt been reduced? Has the dependence on China's production capacity been completely replaced (Chinese companies are also manufacturing in Vietnam and Mexico to export to the U.S.)?“
From a random Chinese X poster…
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If traditional car companies don’t adopt smart car tech soon, they could face serious trouble, even bankruptcy!
Tesla’s FSD licensing could bring in a lot of money, and their profit margins are already much higher than most other automakers.
@CernBasher explains why other car companies might need to partner with $TSLA, how Tesla’s factories are ready to grow even more, and how the data from FSD systems is incredibly valuable! 👇
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🧵 1/3 Thinking about hiring on #WorkX?
Here are 10 reasons why it's the perfect solution for businesses in the digital age. https://t.co/EN9PClkADf
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"If you are considering Compose Coffee as a cafe startup item in Gangneung... Here's why I recommend it"
In addition, Compose's main model is BTS's V, and since they are promoting the brand by putting forward the world-famous boy group BTS, the value of the brand has increased not only in Korea but also worldwide.
In fact, V is the most popular member in BTS and is a global star, so it can not only have an advertising effect targeting domestic domestic customers but also attract foreign tourists.
Also, since they selected a member of a world-famous group as their model, they can give trust and confidence to the brand.
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Assam is a leader in the hydrocarbon sector and has a strong tourism industry.
We are now looking to diversify in various other sectors like semiconductor cluster, defence manufacturing etc.
📍#AdvantageAssam Roadshow, Mumbai https://t.co/4bhC2YSqaM
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Amazon Web Services has $164 billion in remaining performance obligations.
That's up 450% in less than 5 years.
$AMZN https://t.co/A12MmUowM4
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A $AMZN le llevó 20 años duplicar su margen bruto.
Amazon siempre me pareció una empresa espectacular, pero nunca compré sus acciones porque equivocadamente las consideraba "caras" concentrándome en el P/E pasado, sin tener en cuenta que hay algunas empresas que prefieren invertir gran parte de sus ingresos en R&D para continuar expandiendo su negocio, en detrimento de los beneficios en el corto plazo.
Un negocio que cada vez vende mas, que sus margenes se expanden, que es manejado por gente profesional y que a medida que pasan los años sus productos/servicios son usados por mas clientes, es muy difícil que su valor no aumente, salvo que hayan malas alocaciones de capital.
Durante los últimos 10 años el Revenue anual de Amazon se multiplicó por 80x, su EPS creció 67x y su FCF por acción por 82x. Sin ver un gráfico de la cotización, un negocio que le pasa esto sin dudas la compañía incrementó fuertemente su valor en el tiempo.
Miremos algunas valuaciones.
Hace 20 años Amazon cotizaba a un P/E de 39x. Los años siguientes ese múltiplo se continuó expandiendo. Está cada vez mas cara! Es asi?
Para mediados del 2012 el mercado valuaba al negocio a "apenas" 285 veces ganancias hasta marcar el pico ese año de 2945x ganancias LTM el 4/10/2012. Una locura, no?
Cinco años mas tarde Amazon cotizaba a 180x ganancias. Ahora opera a 47x ganancias LTM.
Ese múltiplo se fue comprimiendo porque las ganancias de la compañía aceleraron, no porque su precio se derrumbó. Amazon vale ahora casi el triple que en los mínimos del 2022, cuando cotizaba a un P/E de 85x. Ahora a 47x ganancias cuesta casi 3 veces mas.
Mirando para atrás, aquel múltiplo de casi 3000x ganancias que podía parecernos delirante/burbuja y varios etc significaba que cada acción costaba $ 12 (ajustada por split).
Quiere decir que incluso considerando desde aquella valuación muy exigente el precio de la acción se multiplicó por 18 veces en poco mas de 10 años.
Eso no significa que hay que convalidar cualquier valuación, sino que desde mi punto de vista, siempre hay que tomar con mucho cuidado la métrica de P/E en forma aislada, en particular cuando se trata de empresas disruptivas con expectativas de crecimiento que es mas difícil predecir el incremento de sus ingresos y márgenes en el futuro.
Si miramos ese período de últimos 20 años, Amazon se convirtió en una 100-Bagger.
Y posiblemente nunca la hubiéramos comprado mirando el P/E. Nunca.
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This is the beginning of the end for U.S. sellers on Amazon. They won’t be able to compete against the prices on Amazon Haul. Amazon is fueling this competition against U.S. sellers by subsidizing the discounts to get Amazon Haul off the ground. Even without the temporary 50 % off discount, U.S. sellers will never be able to compete against these prices.
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Meanwhile, in the grocery industry, Aldi is who all the grocery retailers are looking to as their measure of success/example for grocery inventory & supply chain
Fresh goods, quality ingredients, low costs, inventory replenishment ops https://t.co/gD6RbV3R3Q
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Amazon is probably the most well-known company that uses AI in marketing, and its AI tools are designed to improve the customer experience.
Read more 👉 https://t.co/6SnmpdaEga
#AiMarketing #Marketing https://t.co/YkOqQMRZxk
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We sold over $20M on Amazon this BFCM (Black Friday / Cyber Monday)
Made a ton of mistakes, took some L’s and could have done more.
But also had a bunch of big Wins and blew expectations out of the water for some products.
I put together a summary of the top 10 things we learned for my team so we can take those lessons into Prime Day and next years BFCM.
Check it out below 👇
https://t.co/0A02H78WSl
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Amazon is giving retailers a way to monetize their website traffic through a new advertising program. It gives Amazon more real estate to run ads, while promising to enhance the shopping experience on merchants' websites.
https://t.co/iMG2QPhSOS
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The bold move?
Sam bet $500M on computers in 1979.
Other stores still used paper!
Now every store, warehouse, and HQ could talk 24/7.
They knew daily sales from all 36 departments in every store.
The savings were incalculable - even by the computer. https://t.co/00ILRdJg0O
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To think that Amazon — the corporate behemoth with more than 1.5 million employees and more than 500 billion in revenue we know now — had such humble beginnings is mind blowing and admirable.
I was in Seattle on November 2019 and remember how Amazon permeated the whole city.
Corporate offices, collection points, airplanes, and even the Amazon Go store where you picked up your items and left without paying at the register (all synced to your account).
It’s crazy to look back three decades and see this kind of growth.
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6) $AMZN
Few companies have revolutionized multiple industries quite like Amazon. As the world’s leading e-commerce platform, $AMZN combines unmatched scale, technology, and customer loyalty.
But Amazon is far more than just e-commerce. AWS, its $100B run-rate cloud business, continues to dominate with a 10-year CAGR of 37%, and its growth potential remains immense as AI becomes a critical driver. Meanwhile, the high-margin Amazon Ads segment is steadily transforming into a cornerstone of the business.
With a relentless focus on innovation, optimization for FCF, and investments in emerging technologies, $AMZN is positioned to ride several secular trends and maintain its leadership for the next decade and beyond.
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Among all companies, Amazon feels like it has the most defensible moat to me. It's fulfillment network represents hundreds of billions of Capex, and will be capable of delivering many millions of products same day before too long (it's already doing <12 hour delivery where I live pretty regularly).
So many profit levers still left to pull, advertising TAM will keep expanding as delivery times shrink (there are tons of items that you "need now" when you need them - if you can get those items on Amazon then those companies will spend more on adds there - for example Charmin TP - I think Amazon still has lots of CPG ad share to steal).
Amazon seems more likely than anyone else to do something really special with healthcare.
And, once driverless cars are a thing - won't that just be an add-on for Prime? The driverless car business is going to be extremely capex intensive, require intense optimizations, and will likely not be very profitable as a standalone. Sounds like it's right down Amazon's alley b/c they are quite adept at figuring out how to profit from things indirectly (e.g. they make money on adds and third-party services on their marketplace - which itself could run at breakeven indefinitely due to these other profit centers).
Plus it has AWS as we head into the age of intelligent machines?
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Growth Catalysts: Key drivers include AI integration (Sidekick) with strong merchant adoption (62%), international expansion contributing 38% of new merchants, and enterprise-level growth through Shopify Plus (B2B GMV up 34% YoY).
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Bezos left DE Shaw to start Amazon. Now it’s a $50B free cash flow monster. Amazing!
What’s insane, though, is I’d bet DE Shaw has $25B+ profits itself
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Amazon is apparently #3 in online advertising in America, incredible, cause you are already paying them to shop or shopping with them. I was wondering cause I thought that shopping on the german website is not as delightful as it used to be!
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Major Achievements
1. Founding Amazon:
Built Amazon into a global e-commerce leader, with a market capitalization exceeding $1 trillion.
Introduced innovations like Amazon Prime, AWS (Amazon Web Services), and Kindle. https://t.co/4HwFNlkJ76
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Two potential ways to quickly see if a company has a competitive advantage:
1. Their ROIC (return on invested capital) is consistently above 15%.
2. Their gross profit margin is consistently above 40%.
As a general rule, using those 2 metrics will point you to quality stocks.
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4- as an online bookstore & has since expanded to a variety of other e-commerce products & services, including video & audio streaming, cloud computing, & artificial intelligence. It is the world's largest online sales company, the largest Internet company by revenue & the https://t.co/MMlrg5ol3r
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Los críticos decían: “Amazon está sobrevalorada”. Pero Nick entendió que Bezos estaba jugando una partida de ajedrez a 20 años, no un partido de póquer a 3 meses (lo que suelen jugar el 90% de los inversores)
Mientras tanto, la cuota de mercado de Amazon no paraba de expandirse. https://t.co/aTk8xHpvl4
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Why did companies flock to AWS?
1. Scalability - their services can easily support anything from small websites to massive enterprises.
2. Flexibility - AWS provides a wide range of services, so businesses can choose what suits them best.
3. Accessibility - they have data centers globally, to offer uninterrupted service.
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With Amazon wholesale, less really is more.
With the brand Direct approach that is.
Countless sellers flood listings, tanking prices and stealing sales.
Pricing becomes unpredictable, forcing you to lower your own just to move inventory.
That’s not a sustainable way to grow. The better approach?
Focus on partnerships with limited or exclusive access to the buy box.
Build a stable, controlled supply chain.
Long-term success comes from strategy, not chaos.
DM me any questions or comments you have, I’m answering any and all questions.
Follow @etailevy_ for more insights and pro tips.
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Charlie Munger: "Apple is one of the strongest companies in the world. I judge the strength of the company based on how much the customers love it — and I've got zillions of friends who'd almost part with their right arm before they'd part with their iPhone." https://t.co/uhBmNiIcvB
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Well, that escalated quickly…
The S&P 500 is now the most oversold it’s been since September 2022, with a staggering 36% of stocks trading with an RSI below 30.
You know what they say, right?
“Buy when others are fearful.”
That’s how I’m seeing it anyway... https://t.co/7pMNONq5it
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I told you where @Tesla $TSLA was going to go, and top, and now I'm telling you where it's going to bottom.
NOTE - I was also the person buying hard at both $100 and $150, when others fled. https://t.co/BgZFvux7js
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Back in $MU again as it went below $85.
Last Q was not pretty, but ‘26 revenue consensus is still +$6bn higher (at $45bn) than what it was in April ($39bn), when the stock was at $130. Can it get to $45bn?
That type of ‘26 rev implies 8% FCF yield & 4x EBITDA at current price. https://t.co/LlQ1Y9jSUQ
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yeah we are seeing a bit of a rally here folks
the bottom line is that this week's sell off was based on a Jerome Powell press conference that the market was confused on how to interpret
the economy was doing too good, the fed said to not get too aggressive with cutting in 2025 (not to actually stop cutting) and based on the movements i saw...high frequency trading algorithms came in to shake out weak hands
were some stocks extended? sure
but did $HOOD need to go from $40 to $34 after one of their best months ever? no
did $SOFI need to go from $17.15 to almost below $13 after hitting 10M members? no
did $NVDA need to go from $135 to $126 even with earnings expectations of $40B in revenue in Q4? absolutely not
this entire move this week to me was based on the market looking for ANY reason to pull back and create better entry points
it wasn't an August 5th, and there is probably still going to be some volatility, but almost everyone is waking up right now around how ridiculous it was to sell off stocks off a fed press conference when WE ALL SAW the amazing Q3 numbers that these companies put up last quarter
are you really selling off $META because of the 10-yr pricing in not as many cuts next year when the 10-yr has no clue how many cuts we will actually have?
there was no structural problem in the economy to cause this sell off, was probably healthy to get a pullback and anyone who could see that nothing had changed between monday and when Jerome Powell spoke on wednesday likely could easily decide that buying the dip was not the worst idea
kinda just had to control emotions on this one and remember that earnings growth is really what determines the value of these companies long term
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$PAAL is seriously raising the bar with these huge announcement!
Their integration with IBM watsonx' cutting-edge tech, makes AI secure, and accessible across industries.
AI mixed with blockchain is awesome. Excited to see what’s next! Paal AI is a long term bag for me.
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Look what just got delivered, my first #Apple2, woo-hoo!!!🎉 ... yes, finally won one at auction for a reasonable price (£187) ... will admit haven't a clue about these, so where does everyone recommend I start? https://t.co/j7AHA61mNc
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Buying and holding Apple for the last 25 years yielded a return of 112,522%.
The next stock that’ll provide returns like this probably already exists.
What do you think it is?
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I’m literally SHAKING right now..
With $TSLA back above $445 — I’m back *up 7%* on my all-in @ $414 position! LFG!!! https://t.co/ysn2tr5Ock
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holding through volatility and saying fuck it we ball because actually it keeps working https://t.co/rQYmBmtyqr
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They kept attacking me for saying I had a bad feeling about December when I started saying it in November.
The system is fucked with yields acting like this.
You keep thinking what’s happening to bonds doesn’t matter for stocks.
You’re out of your fucking mind.
No bounce. https://t.co/gQkv3a2e2B
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Everything is oversold.
It’s time for buying.
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I’m literally SHAKING right now..
Despite this masssive $TSLA dip — I’m still *UP 0.1%* on my all-in @ $414 position! LFG!!! https://t.co/GsGJn4IhkM
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Investors/Traders may have different strategies-
My strategy is not to believe in Stop-Loss concept and focus on fundamentals.
My favourite stock(name withheld) as I am still holding.
Bought in 2007, it went down by 75-80% in 2008.
As on date it is 90X of buying rate and today the share made a new lifetime high. Booked part profit multiple times but still hold a reasonable quantity.
I experienced this exciting returns as I don’t follow SL strategy.
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Uncle Warren selling $AAPL to buy more $OXY.
Apple near ATH’s. Oxy near 3 year lows.
Make it make sense please.
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I highly recommend owning some capital now. Increasingly, the value of human labor (except at the highest level) will decrease and the value of capital will increase. Buy some tech stocks.
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$TSLA near reached $500 per share without FSD Unsupervised becoming available to customers…
A $2,000 valuation for Tesla stock is BEARISH!
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Little bounce not surprising. But I would bet we see a deeper low before a new high, week(s) ahead.
But you know what, it’s going to be OK. It’s going to be a very good 2025. 🫂
Signing off for the remainder of year. Merry Christmas - Happy Hanukkah- Happy New Year. 🎆
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PCE came in 0.1% lower than forecast driving down the dollar and treasury yields which had surged following the FOMC mtg on 12/18. W/ many oversold conditions & positive seasonality typical to end the yr, I believe we saw the lows for December for the S&P this morning.
I like small & mid-cap stocks as the best risk adjust way to participate versus the mega-cap tech stocks through year-end and into 2025. Earnings should grow for those combined sectors on average for the first time since 2022 in 2025 given the US first, pro-growth policies of the incoming administration. These same policies are likely to act as headwinds for the more export exposed large cap names in the S&P500 by comparison.
The performance of the mid & small cap sectors have also lagged dramatically since the AI driven tech surge over the past two years. The S&P500 is +53%, S&P Midcap +28% and S&P Smallcap +22% from 12/31/22 through 12/19/24. As a result, valuations are more compelling as well at 19x PE for mid and 20x for small versus 25x for the S&P. The valuation of the mid & small sectors should also benefit from any AI digestion phase in 2025 driving investment dollars back into these less loved sectors of the market.
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DON'T LET THE BEARS tell you today was low volume! The entire market was up and every sector. Today's volume exceeded Nov 6 election day volume. $SPY upside target next week 600/601. https://t.co/Z07oZMVoq4
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INSTITUTIONS ACCUMULATED HEAVILY ON FRIDAY WHICH IS SOMETHING WE HAVE NOT SEEN SINCE AUGUST AND JUNE OF THIS YEAR
BOTH TIMES, JUNE AND AUGUST, MARKET RALLIED WITHOUT A PULLBACK 1-2 MONTHS AFTER THIS SIGNAL FLARED
SPY, DAILY https://t.co/CJcM5p8hsF
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$AMD #AMD People are so scared to buy when a stock falls BUT THAT IS THE TIME TO BUY! 🚨
$AMD is down 40% from March a god given gift.
Coming right into the 200 SMA at $114 and a major volume shelf at $105-$110.
A business that is growing in Revenue and EPS as well as Cash Flow.
In 3 years you will be upset you did not buy it under $120 when it is $400+.
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No weapon formed against the apple shall prosper
$apple https://t.co/4nxEqbCLrq
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This is share holding pattern of CEIN SYS TECH and DII were holding 7% till june 2023, they SOLD and stock went 15X from 120 low to 1800+
These popular opinions in market are just a distraction, because most popular opinions never works. Its always good to use your own analysis and logics while investing. If you understand the business, if you are confident that industry will grow, just go for it irrespective of who is bullish or bearish on your selected business.
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The rally today spiked emotion.
But the charts still look like this.
People on the timeline trying to get you believing that you have to buy right now in order to take advantage of (another) dip in the market.
It's the holidays.
We've not confirmed anything about a low being in just because price counter-rallied +10%.
Be rational, not emotional, you can buy in 5 days, 10 days, 15 days and still probably be getting discounts of -30%, -40% and -50% on where price was trading 2 weeks ago.
For those of you who celebrate, don't fuck up your holidays with loved ones because you can't get off your phone/laptop because you're desperate to time a low.
Don't forsake time with friends and family because you think there's a bottom printed and you need to spend all your energy operating in the market to take advantage.
This is a season for resting your mind, clearing your head and preparing for 2025 by enjoying and celebrating with others.
A slowdown in volatility is likely, chop is likely, blasting both sides of LTF ranges when the markets reopen is likely.
The bull run has been intense, and a lot of us probably need a break, let the holidays refresh and revitalise you, and come back ready to crush 2025.
Everything will be here when you return, and you're probably still getting an incredible discount to participate compared to the beginning of the month.
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After $NIO Day, I’m 100% convinced—this company is easily worth a $200B market cap.
If you still think this stock is going to zero, you’re completely out of touch.
Watch this video and witness the future of EVs.
The innovation, the design, the experience—this is something the world has never seen before. $TSLA, it’s game over.
#NIO just changed everything. Don’t miss out on being part of this revolution—share this and let everyone see what’s coming! #EV #TSLA
https://t.co/bTtOJMc4FL
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