BabySim

    • BabySimBabySim
      ·09-14
      $Opendoor Technologies Inc(OPEN)$   Technicals • The stock is trading around US$9.07 most recently.  • Technical indicators show the stock is quite extended already: it’s well above many of its moving averages (20, 50, 100-day) which often implies momentum is strong but also that risk of pullback increases.  • The Relative Strength Index (RSI) is in overbought territory (around 80+) in some sources, which typically warns of a possible near-term correction.  • On the flip side, there are resistance levels forming not far ahead: resistance/psychological zones around $10-$11.50 depending on chart and pivot point sources.  
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    • BabySimBabySim
      ·09-14
      $UnitedHealth(UNH)$   Support for a move toward $400: 1. Strong fundamentals: UnitedHealth has diversified business (healthcare plans + services, via Optum etc.), strong cash flow, and decent earnings growth. Those help build a base for higher valuations.  2. Recent upgrades and raised targets: Some upgrades (like at Truist) show increasing confidence. These tend to help with investor sentiment.  3. Room for multiple expansion: If UNH can demonstrate margin improvement, reduce regulatory risk, or show accelerating growth, the market may reward it with a higher P/E, pushing the price up. Challenges / what needs to go right / risk factors: • Regulatory risk is nontrivial for big health insurers. Changes in Medicare/Medicaid policy, reimbu
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    • BabySimBabySim
      ·09-14
      Strengths 1. Visibility & Credibility Being in the S&P 500 is a signal that a company has achieved a level of size, profitability, and stability. That tends to reduce perceived risk, attract institutional interest, and possibly improve terms in funding or partnerships.  2. Greater liquidity and investor base More mutual funds, ETFs, pension funds etc. will hold the stocks; trading volumes and liquidity typically improve, which is positive for investors.  3. Potential re-rating upwards Because S&P inclusion can reduce the cost of capital, the stock could command a higher multiple (P/E etc.), if earnings are stable. Also, markets often “price in” the inclusion with some premium.  4. Short-term momentum The announcement often leads to short-term gains as index trackers buy, and
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    • BabySimBabySim
      ·09-14
      1. Confidence in AI as strategic growth driver Baidu clearly views AI as central to its future. It’s not just a side project; it’s something they’re investing heavily in. Issuing bonds or raising fresh capital to fund AI shows belief that returns will justify the investment.  2. Shift in revenue mix / business model adaptation Traditional parts of Baidu’s business — e.g. online advertising — have been under pressure. Its newer lines: AI Cloud, autonomous driving / robotaxi (Apollo Go), large language models (“Ernie Bot”, etc.) are being emphasized to offset declines elsewhere.  3. Financial strategy: leveraging debt in a low-interest or favorable environment Some of the recent capital raising was via bond offerings (e.g. “senior unsecured notes”) and “dim sum” bonds (yuan-denominated bon
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    • BabySimBabySim
      ·08-31
      The only way you could make it is to make sure you have enough money for the retirement 
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    • BabySimBabySim
      ·08-07
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    • BabySimBabySim
      ·08-07
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    • BabySimBabySim
      ·2024-06-28
      Nice daycare and the boys have 
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    • BabySimBabySim
      ·2024-06-28
      Time to shine and get some more sleep 

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    • BabySimBabySim
      ·2024-01-14
      How to game game to win 
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