jessica_twt
jessica_twt
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avatarjessica_twt
2024-07-14
It's impossible to comment on whether this was staged or truly a display of calm under pressure. This image truly has a poetic quality.Bullishn on $Sony(SONY)$ :)

Gold Hits Record High, Silver Faces Historic Short Squeeze

The precious metals market just witnessed a double breakout: $Gold - main 2512(GCmain)$ soared past $4,100/oz for the first time ever, while $Silver - main 2512(SImain)$ broke above the symbolic $50/oz mark, recording its highest daily close in history — a level unseen since 1980.🟡 Gold: Fiscal Storm Meets Fear TradeGold’s latest rally is fueled by a perfect storm of macro headwinds and monetary reality:U.S. fiscal deficit expansion and rising national debt are reviving the “monetary debasement” trade. Analysts at BofA and Société Générale now expect gold to reach $5,000/oz by 2026, citing strong ETF inflows and steady central bank buying.With investors increasingly skeptical of fiat stability, go
Gold Hits Record High, Silver Faces Historic Short Squeeze
avatarjessica_twt
2024-04-20
sell put at a strike price that you think is safe or you’d like to buy.then after earnings, you profit from iv crush. like you can sell put of $Tesla Motors(TSLA)$ at $120.then if it doesn’t fall below $120 after earnings, you earn the premium as iv drops.if the stock drops below $120, you can buy it at your desired price.
avatarjessica_twt
2024-09-06

Eli Lilly is set to become the 1st trillion dollar health-care stock

Eli Lilly has been having major wins since their earnings. They’re drugs are no longer in shortage, Zepound was found to have cardiovascular benefits, and their once a week insulin is showing equal results to daily insulin injections.The cardiovascular benefits from zepound is huge because patient insurances are more likely to cover drugs like this, without patients having to try other medications since it’s an actual benefit that no other fat loss meds have and it help lower the risk of their patients being in the hospital, which will save insurance companies more money at the end.The weekly insulin is HUGE. The biggest complaints patients have is the amount of times they have to inject themselves throughout the day. The benefit this will have, is that both type 1 and type 2 diabetics can
Eli Lilly is set to become the 1st trillion dollar health-care stock

Goldman Sachs: Robotaxis Enter Commercial Era, $7B Market by 2030

A June 9 report by Goldman Sachs analysts, led by Mark Delaney, states that autonomous vehicles in North America have officially entered commercialization. By 2030, robotaxis are expected to claim a $7 billion share in the U.S. ride-hailing market. $Tesla Motors(TSLA)$ Shift in Focus: From Feasibility to GrowthWith over 1,500 Waymo robotaxis already in operation and Tesla aiming to launch its service in Austin this month, the conversation is shifting from "Is it possible?" to "How fast will it grow?"Robotaxi Surge: From $300M in 2025 to $7B in 2030Goldman forecasts the U.S. ride-hailing market will grow from $58B to over $336B by 2030. Robotaxis are projected to grow from $300M in 2025 (less than 1%) to $7B (8%) in 2030—a ~90% CAGR.Waymo Leads, Te
Goldman Sachs: Robotaxis Enter Commercial Era, $7B Market by 2030
avatarjessica_twt
2024-12-03
Elon Musk's record salary package at $Tesla Motors(TSLA)$ has been rejected again by a Delaware judge, despite shareholder approval. Judge Kathaleen St. J. McCormick upheld her initial decision from January, ruling that the board was overly influenced by Musk when it adopted the plan in 2018.The stock option plan, initially valued at $2.6 billion, had soared to $56 billion when canceled and is now worth $101.5 billion based on Monday's closing price.The ruling could lead to significant losses for Musk, though he remains the world's richest person. Tesla shares fell 1.4% in after-hours trading.Musk has 30 days to appeal the decision, and Tesla has stated it will challenge the ruling, arguing that it undermines shareholders' rights. McCormick found
avatarjessica_twt
2024-09-18

Crypto Is No Longer in Its Early Days!

The TOKEN2049 conference kicked off today, September 18, 2024, at Marina Bay Sands in Singapore. Ethereum co-founder Vitalik Buterin, one of the event’s key speakers, made waves with his keynote address on the current state of the crypto industry.
Crypto Is No Longer in Its Early Days!
$UnitedHealth(UNH)$ has embarked on a rigorous path back to being a high-performing company fully serving the health needs of individuals and society broadly,” said Stephen Hemsley, CEO of UnitedHealth Group.For the full year 2025, the company projects earnings of $16.00 per share, well below the $20.90 expected by analysts. Revenue guidance was set between $445.5 billion and $448 billion, compared to the consensus estimate of $449.1 billion.UnitedHealth said the new guidance "reflects first half 2025 performance and expectations for the remainder of the year, including higher realized and anticipated care trends.""The company expects to return to earnings growth in 2026," it added. 

What happens when Trump eventually fires Powell?

He’ll probably replace him with a yes man like Bessent. My bet is the market would react, negatively, very negatively to the news.Powell has handled inflation and covid decently well. Managed through Trumps first term and was re-elected by Biden even though Powell is a registered republican.My prediction is it will be seen as massive loss in federal banking stability and result in a crash in DXY. DXY could go to 90 in first 24h and S&P to 4500 as foreign investors start trumping treasuries to get ahead of Turkey like chaos.Further, we could also see increased selling of bonds and yields hitting 5%. We could see a double whammy of 08 like financial panic with tariffs induced geopolitical damage.
What happens when Trump eventually fires Powell?
avatarjessica_twt
2024-06-25
May look at $DJIA(.DJI)$ components.What about other retailers? $Target(TGT)$ and $Costco(COST)$.
maybe some companies may raise the acquisition price as $Canada Goose(GOOS)$ performed well in recent earnings season.generally the buyout lasts for a long time
Last week, Bitcoin prices surged again, breaking past $100,000 and approaching the record high set in January this year.However, $Coinbase Global, Inc.(COIN)$ remains a particularly volatile stock, with its current share price still well below its late 2021 peak. The stock closed Monday at $207.22, giving it a market cap of $53 billion, but still far from its all-time high of $357.To be included in the S&P 500 Index, a company must be profitable in the most recent quarter and have positive earnings over the last four consecutive quarters.Coinbase reported net income of $65.6 million for Q1, or $0.24 per share, down from $1.18 billion, or $4.40 per share, a year earlier — the prior figure included gains from fair value adjustments on its crypto
avatarjessica_twt
2024-05-16
Yes, I believe $Apple(AAPL)$ can hit new highs in May and also return to $3 trln if Nvidia’s earnings can continue to lift broader market next week.
I believe the long-term thesis, which includes things like leadership in GLP‑1 obesity treatments, a solid pipeline, manufacturing scale, and a great financial position, is still intact. In addition, the stock continues to be cheaply valued (even cheaper than before), and the company has navigated slowing growth followed by a CEO transition before (in 2016-2017). Perhaps history can repeat itself. $Novo-Nordisk A/S(NVO)$
Buffett stated that he has no plans to sell his shares in Japan’s five major trading houses for a long time, noting that these companies have an excellent track record. Berkshire Hathaway will also continue to strengthen its ties with Japanese companies, with approximately $20 billion already invested in Japan.In the next 50 years, we won’t give a thought to selling those.Buffett’s designated successor, Greg Abel, said they envision holding the stocks of the Japanese trading companies for at least 50 years—or possibly forever.
avatarjessica_twt
2024-08-27
Tom Lee remains optimistic about tech and Nvidia, stating that the rapid rebound in U.S. stocks also demonstrates the current market's strength.According to Seeking Alpha's August sentiment survey, 32% of investors believe $S&P 500(.SPX)$ will stay at the 5600 level, while 41.5% believe it will reach 5800 points.
avatarjessica_twt
2024-11-11
$Sea Ltd(SE)$’s rally appears to have priced in strong revenue for the latest quarter, Morgan Stanley analysts wrote in a note in October. Margins in the e-commerce business “may be lower than buy-side expectations, which may lead to the stock giving up some of the recent gains”.
avatarjessica_twt
2024-03-29
i’m spending my holiday with egg hunt and pretty lily flower
avatarjessica_twt
2024-07-19
Microsoft’s cloud services have been restored after suffering an outage, the company said on Friday.The U.S. tech giant said late on Thursday that customers in the Central U.S. region may experience issues with multiple Azure services and its Microsoft 365 suite of apps.

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