Mrzorro

    • MrzorroMrzorro
      ·09-07 22:59
      Memory Stocks: The Case for a Second Leg Up Is Getting Stronger Memory stocks stood out on Friday, September 4: $SanDisk Corp.(SNDK)$  surged 11.9%, while $Micron Technology(MU)$   gained about 6%, even as the S&P 500 finished lower. Then came Goldman Sachs' September 7 readout from Samsung's non-deal roadshow, or NDR. Samsung put memory demand fulfillment at only around 60%, reiterated that supply conditions could be tighter in 2027 than in 2026, and said shortages could persist into 2028. That update came after Friday's rally, but it strengthens the fundamental case behind it. The Shortage Could Last Longer Than Investors Expect Samsung's NDR adds detail o
      89Comment
      Report
    • MrzorroMrzorro
      ·09-07 22:52
      Michael Burry Calls Lululemon His "Trickster"—Is LULU a Fat Pitch or a Value Trap? $Lululemon Athletica(LULU)$   fell 17.4% to $100.61 last Friday, its lowest level in roughly eight years, bringing its year-to-date decline to about 52%. A stronger U.S. jobs report pushed rate-hike expectations higher and weighed on consumer discretionary stocks, but Lululemon's much steeper drop was mostly company-specific: North American sales weakened further, full-year guidance was cut again, and international growth also started to slow. Even contrarian investor Michael Burry has become more cautious on the stock. So the real question is no longer how far LULU has fallen. It is this: At around $100, is Lululemon finally
      49Comment
      Report
    • MrzorroMrzorro
      ·08-29
      Software Stocks Make a Strong Comeback — Keep an Eye on These Names This earnings season has brought a notable recovery for US SaaS & software names. Multiple companies delivered robust results across revenue, cloud revenue, ARR/RPO order backlog and cash flow. Several stocks surged more than 30% on the first trading day post‑earnings, as the market repriced growth upside enabled by enterprise AI. In terms of market performance, $Atlassian Corporation PLC(TEAM)$   led the sector with a 35.31% post‑earnings jump. $Doximity, Inc.(DOCS)$   and $Palantir Technologies Inc.(PLTR)$ 
      8212
      Report
    • MrzorroMrzorro
      ·08-29
      If I could only choose between gold and bitcoin, I will definitely pick Gold to hold through the end of the year because gold is safer and wont be hack by hacker. Also gold can be physically pass to the next generation without worrying too much because the value is always there. It is also easily exchange into cash in anytime any place.
      831Comment
      Report
    • MrzorroMrzorro
      ·08-29
      I found 12 companies tickers: 1. $Straits Times Index(STI.SI)$ 2. $Apple(AAPL)$ 3. $Tiger Brokers(TIGR)$ 4. $Alphabet(GOOGL)$ 5. $Grab Holdings(GRAB)$ 6. $Tesla Motors(TSLA)$ 7. $McDonald's(MCD)$ $Starbucks(SBUX)$ 9. $DBS(DO5.SI)$ 10. $Meta Platforms, Inc.(META)$ 11. $NVIDIA(NVDA)$ 12. $SpaceX(SPCX)$
      849Comment
      Report
    • MrzorroMrzorro
      ·08-26
      Nvidia Options Market Prices in $281 Billion Swing Ahead of Earnings $NVIDIA(NVDA)$   options are pricing in a 5.51% move in the chipmaker's shares a day after reporting its fiscal second quarter financial results with Wall Street closely watching for evidence of robust artificial intelligence infrastructure demand and the company's outlook.  Options-implied pricing indicates a projected share price swing that could translate to a massive $281 billion market-cap shift. That's lower than the historical average price change of 7%. As investors await the results, options traders are curiously underpricing volatility compared to past norms, even as the stock sits pinned between a heavy put wall and a call
      552Comment
      Report
    • MrzorroMrzorro
      ·08-26
      QQQ Rebounds as Bullish Call Bet Targets Record Highs $Invesco QQQ(QQQ)$   rebounded Tuesday, trading back near $709. Tech stocks recovered from Monday's selloff, with $NVIDIA(NVDA)$  , $Advanced Micro Devices(AMD)$   , $Micron Technology (MU.US)$, $Intel (INTC.US)$, and $Broadcom (AVGO.US)$ moving higher, while lower Treasury yields also eased some valuation pressure on growth stocks. During the rebound, a large bullish QQQ options trade hit the tape, with roughly $8.5 million in premium betting on further upside over the next few months — potentia
      1.13K2
      Report
    • MrzorroMrzorro
      ·08-25
      Marvell Earnings Preview: Will Google Trigger Another Major Guidance Raise? $Marvell Technology(MRVL)$   , a leading data infrastructure semiconductor company, will report Q2 FY27 results after the U.S. market close on August 27. Following its recently expanded $Alphabet(GOOG)$   custom silicon partnership, the biggest question is whether management will materially raise its FY27 and FY28 revenue outlook. Core Financial Indicators – Revenue consensus is $2.71 billion, up 35% YoY, versus guidance of $2.70 billion. – GAAP gross margin consensus is 52.6%, up 2.2 points YoY, versus guidance of 53.1%. Non GAAP gross margin consen
      1.37K2
      Report
    • MrzorroMrzorro
      ·08-25
      Rocket Lab Shot Up 460% in a Year, Then Sank 50%. Here's Its Chart Rocket Lab shot up more than 460% over 12 months to hit a $151 all-time high on May 27, but fell back to Earth and sank some 50% in the nearly four months since then. Let's see what the space-launch firm's chart and fundamentals can tell us about what might happen next. Rocket Lab's Fundamental Analysis $Rocket Lab USA, Inc.(RKLB)$   released Q2 results earlier this month, posting a $0.02 adjusted loss per share on $234.1 million of revenue – easily beating the Street's expectations. Perhaps most notably, the firm's order backlog reached $2.4 billion during the quarter, representing 137% in year-over-year growth.  Management also guided
      1.74K1
      Report
    • MrzorroMrzorro
      ·08-25
      Nvidia Short Volume Climbs 69% as Smart Money Takes Chip Off Table $NVIDIA(NVDA)$   saw its short volume jump 69% amid a tug-of-war between retail’s resilient dip-buying appetite and nervous smart money taking chips off the table. Shares slipped 2.9% Monday, two days ahead of its blockbuster earnings test, as Wall Street skeptics quietly sharpened their pencils. The daily short volume climbed to 12.5 million shares Friday, with institutional block orders flashing net outflows. Short volume metric represents the total number of shares borrowed and sold short during a single trading session, meaning bearish traders are actively betting against near-term price continuation. Over the weekend, Reuters reported t
      476Comment
      Report
     
     
     
     

    Most Discussed