Roku's 19% surge just beginning? Youtube Deal shall be the best break point
One of the reasons that $Roku Inc(ROKU)$ stock price plunged recently, is the concerningof losing Youtube TV App after receiving anticompetitive demands from $Alphabet(GOOG)$ including requests for preferential treatment. It has sunk 22% in one month before last trading day. However, on Dec.8th, the two companies has competed in a number of areas and their carriage agreement. The new three-year deal could be beneficial for both companies given the large runway within connected TV (CTV) and their potential
Boeing took a hit due to Omicron concern. Opportunity?
$Boeing(BA)$I have shared on Boeing not too long ago. How fast things can change. End of Black Friday its trading below $200. As it seem to be turning around, the stock just took a tumble due to news of Omicron virus.I am still holding hold to my holdings. But do not plan to add more for now.Just a recap, Boeing is a leader in aviation, aerospace and defense technology supporting airlines and U.S. and allied government customers in more than 150 countries. Boeing technology, products and tailored services include commercial and military aircraft, satellites, defense systems, launch systems, advanced information and communication systems, and performance-based logistics and training.A while ago, the company's head o
1) $Electronic Arts(EA)$has been bouncing between 125 and 145 for almost an year. Insidersbought shares in the last 3 months and the fundamentals look great.Current price: $125 Price target: $1752) $Activision Blizzard(ATVI)$is another gaming stock that dipped alomost 40% in the last few months due to current work culture practices. Resignation of the current CEO will be good for the stock. Not a buy right now, but in the watchlist - good fundamentals and PE ratio, but bad work culture.Current price: $60Price target: $903) $United Continental(UAL)$flies to countries outside the USA. Christmas travel should boost the stock price. But it is not a
$Novavax(NVAX)$I reviewed all GMP and cGMP certificates for the Novavax's global sites. I can fully understand why Novavax leveraged the manufacturing partnership with Serum. This strategy really makes their CMC package harmonized and simplified as Serum's MHRA GMP certificate covers full line-up of the manufacturing operations from DS/DP to QC Testing without requiring any combinations of sites.Serum's MHRA GMP Coverage1. Manufacturing Operations2. 1.1 Sterile Products3. 1.3 Biological medical products4. 1.4 Other products or manufacturing activity5. 1.5 Packaging6. 1.5.1 Primary packaging7. 1.5.2 Secondary packaging8. 1.6 Quality control testing If Novavax uses other global sites, they need to combine several sites to manufacture Nuvaxovid from DS