In a market full of bulls, bears, and apes, we're all forgetting one thing — Mr. Market abides by 2 rules. The past two years have been a doozy. Actually, that doesn’t do it justice. The past two years have been fucking madness. We saw a virus sweep the globe, yet it was only the United States that politicized the event until hell froze over. We saw the economy abruptly shut down for the first time in human history, resulting in a market collapse of epic proportions… for a few weeks. We saw the Federal Reserve take matters into their own hands, giving money out like it were parking tickets — so much so that 30% of all dollars ever printed were done so last year. We saw markets rally toward all-time ceilings, then blow the roof completely off the building. We saw terrible companies have the
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个人简介：Tesla and 14 others LONG
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sentiments on the lastest market
sentiments on the lastest market
$SoFi Technologies Inc.(SOFI)$Given that sofi is preparing for it's q3 earnings call. I feel that it may be time to revisit what sofi had shared during its q2 earnings and caused the share price to tumble. “My passion for SoFi grows every day. We are committed to running faster, reaching higher and achieving more.” — CEO Anthony Noto a. Demand SoFi's internal guidance called for $215-$220 million in adjusted net revenue. Analysts expected $231 million. The company posted $237.2 million in adjusted net revenue topping the highpoint of internal guidance by 7.8% and analyst forecasts by 2.7%. This quarter represents the 8th straight period of accelerating membership growth. Similarly, total product growth has accelerated for 7 straight q
$Palantir Technologies Inc.(PLTR)$Palantir builds software platforms that enable institutions to analyze big data sets by transforming them into an integrated data set that reflects their operations.The company was founded in 2003 with the vision of reducing terrorism while preserving civil libertie.The company has two main products (Gotham and Foundry) that are powered by a third product (Apollo). Gotham targets governments while Foundry targets commercial institutionPalantir follows a land and expand model that has three phases: acquire, expand and scale. The company also uses partnerships to sell its products in other industries and countriesAll of the company's KPIs (number of customers, contribution margin, ARPC…) improved in the most recent qua
$Walt Disney(DIS)$An entertainment icon that is widely known across the world. Here is the break down of $DIS, otherwise known as The Walt Disney Company.Current Price: $174.6152/Wk High: $203.0252/Wk Low: $117.23Market Cap: $317.1 Billion3 Month Performance: 0.34%Read below for the break down!The Walt Disney Company ( $DIS ) is one of the most well-known global entertainment companies in the world, boasting a significant business network that spans media networks, amusement parks, studio entertainment, travel, direct-to-consumer content, and more.Breaking down Disney segment by segment the company operates within four operating segments; Media Networks, Parks, Experiences and Products, Direct-to-Consumer & International, and Disney Studios.S
$Unity Software Inc.(U)$It's time to discuss on one of my favorites: Unity software which generated close to 30% returns so far!HISTORYUnity Technologies was founded in 2004 under the name Over the Edge Entertainment in Denmark by David Helgason , Nicholas Francis and Joachim Ante. The company failed in its first video game commercial launch in 2005 but saw potential value in the game development tools they had used to build it. The objective of the company was to “democratize” game development by making the development of 2D and 3D interactive content more accessible to a wide variety of creators, not just professional developers. The first game launched was gooball.The company’s success grew with the launch of the iPhone in 2007 as it was positio
$Unity Software Inc.(U)$games made with unity included project sekai Hatsune Miku, Pokemon go, shadowverse, arknights, honkai impact 3, azur lane, garena free fire, fate/grand order and the most biggest of them all : genshin impact. So think about it this way: hardcore gamers like to spend money on so called gacha rates to get their waifu that they like on the games that they played with->these game developers utilised unity game engine to build the games ->The game developers have to pay a royalty fee to unity for using their game engine -> Then we as unity shareholders get rewarded for their mode of business. So essentially the money flows from the gamers to us (unity shareholders). Definitely a long term hold for me given mor
$Airbnb, Inc.(ABNB)$it's time to explore a digital travel name. Here is the break down of $ABNB, otherwise known as Airbnb.Current Price: $173.0152/Wk High: $219.9452/Wk Low: $121.50Market Cap: $108.8 Billion3 Month Performance: 15.16%Read below for the break down!Airbnb ( $ABNB ) is a leading digital travel name that provides customers with a marketplace platform for stays and more, connecting hosts to guests. From full homes to treehouses, Airbnb provides customers with a diverse array of options.Breaking down the company's business model, Airbnb's platform is two-sided; one side allows property owners to list and develop rent, while the other side provides travelers with simplistic and quality staying options.To generate revenue, Airbnb collects c
$Trade Desk Inc.(TTD)$Probably most people just skimmed through trade desk q2 earnings call. I was thinking why not do an in-depth and revisit into trade desk q2 earnings since q3 earnings is coming.“We continue to innovate more quickly & effectively than our competition. We have very strong momentum & expect the winds to stay at our backs going forward.” — CEO and Co-Founder, Jeff green.1. DemandThe Trade Desk’s internal guide called for $259 to $262 million in quarterly revenue. Analyst expectations were for $258 million in quarterly revenue.It posted $279.9 million in sales beating the high point of its internal guide by 6.8% and analyst expectations by 8.5%.2. ProfitabilityThe Trade Desk’s internal guide called for at least $84 millio
$Roku Inc(ROKU)$ROKU Q3 2021 highlights :“We are making significant progress with traditional TV advertisers while also expanding our TAM to digital-first advertisers”"The slowdown in active account growth rate this Q was mainly due to global supply chain disruptions. Roku TV OEM partners were hit particularly hard with inventory challenges. Player gross margin erosion is temporary"."Roku streaming hours in Q3 totaled 18.0 billion, a 21% increase YoY. According to Neilsen, we continue to outperform the viewing hour growth rates of both traditional TV and other TV streaming platforms"."Roku continues to expand internationally. SEMP TCL Roku TV models in Brazil later this year. We will expand our LatAm TV footprint to Chile and Peru later this year"."T
$Coinbase Global, Inc.(COIN)$The opportunity behind coinbase:In order to understand the value proposition of Coinbase, studying the possible use-cases of cryptocurrencies and technologies is inherently beneficial. First, it is useful to examine some shortcomings with Legacy Financial Institutions. In their S-1, Coinbase boils a complex network of issues into three main points: Access, Efficiency and Cost. In summary, these three factors encompass phenomena that is everpresence when interacting with today’s financial systems. More specifically financial infrastructure is often limited by geography or is not easily relied upon by all, there is often an undeniable presence of middle men and protocols that result in noticeable friction, and there are a v
The ITC's Wednesday order blocks Roku from importing certain televisions, streaming devices, remote controls, and other products that infringe the remote-control patent, including the Roku Soundbar and Roku Ultra but excluding "revised" versions of them. The commission also said two other patents UEI accused Roku of infringing are invalid.
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$Tesla Motors(TSLA)$just saw this definition on Google. Even google agrees on Tesla's lead. What else is there to say. Tesla practically won the ev race even in Google's opinion which is the largest data company.
Let's see if this article will age well or not. I feel that these kinds of financial journalists should learn to separate companies from share prices. Also, the world nowadays is not like 2001. You can't imagine a world without tech like right now, they have been integrated into every aspect of our lives.
Beware Tech Stocks. They Could Be a Trap.
This is pretty much old news. Every company is all about profits. If you slam Facebook, you are pretty much a social justice person instead of an investor. If social justice is that important, then how about you slam those politicians instead who are making 100k per year.
Facebook dropped nearly 5% after the worst outage and whistleblower interview
general thoughts on Pinterest
Ok listen up you FAANGM simps, I’ve decided to drop some knowledge about Pinterest. $FB is the 800lb gorilla, $TWTR is the clown car in the gold mine, $SNAP is the popular kid in school, & TikTok is the disrupter, but here’s why you should be paying more attention to $PINSBefore I start I want to frame the discussion. I like situations where a co is fundamentally misunderstood, the r/r is skewed & the downside has sufficient protection. At present, uncertainty/skepticism regarding $PINS is high but I believe they’re nearing an inflection point If I’m right, the upside is significant. In fact, there are 2 recent/relevant examples that illustrate this: $TWTR in mid ‘16 and $SNAP in late ’18. If you invested in either at peak skepticism, you outperformed materially &nbs
general thoughts on Pinterest
Clowns that panic sold Roku for the deal falling through back in October will regret for years to come
ROKU Stock Alert: Finally! The YouTube Resolution That Has Roku Rebounding Today.
Imagine one day grab getting disrupted by Tesla network and Tesla robotaxis. Even though grab disrupted taxi services. The disrupted will get disrupted by an even more innovative company. This is why I won't invest in grab.
After completing richest SPAC deal yet, Grab stock slumps on first day of trading
Great! Good to know that Roku and google have came to a settlement. This makes clowns out of those who panic sold Roku back in October.
YouTube stays on Roku devices as companies strike multi-year deal
Previously I said ford biggest competitor is Rivian but I don't think a lot of people buy what I said. So look at what is happening now. Pretty much expected.
Why Ford Is Terminating Its Joint EV Development Plan With Rivian?
$Roku Inc(ROKU)$welcome back to my part 2 of my friend's interview with Roku's cfo.Enjoy.Steve(continued from part 1):But Apple are using their iOS operating system. Google uses their Android operating system. And then the Amazon Fire TV is a port version of Amazon [FireOS]. They all are optimizing their mobile ecosystem, not the TV ecosystem. And as a result, it's still cheaper to build a Roku TV, in terms of, we can go on lower-power chips, we have a smaller memory footprint. That's especially important in times like this when the component costs are going way up. Not only are the SOCs [system-on-chip, a class of highly integrated semiconductor that serves as the main applications processor in an appliance such as a smart TV or player], but al
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