The ultimate lesson in long-term conviction.
unusual_whales@unusual_whales
Warren Buffett: "I would still hold stocks even if I knew that World War III would happen."
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MSX
596 posts
MSX
@msxcom
MSX Global | RWA Trading | Real Value On-Chain from Wall Street to Your Wallet | https://t.co/eDKF4GBwGk
가입일 Ocak 2011
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After hours: what u need to know:
1️⃣ The U.S. allows the sale of Iranian oil currently stranded at sea, with Bessent stating that approximately 140 million barrels could be made available quickly.
2️⃣ Brent crude futures gave up gains in electronic trading after U.S. President Donald Trump said the U.S. is considering a "phased reduction" of military operations against Iran.
3️⃣Trump says he is considering a gradual de-escalation of military operations against Iran.
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Key headlines that may move today's market:
1️⃣ $NVDA.M / Jensen Huang stated on the All-In Podcast that cooling systems will be the biggest challenge for space-based data centers, noting it could take years to solve.
2️⃣Fed Governor Christopher Waller: I will advocate for further interest rate cuts later this year if the labor market shows signs of weakness.
3️⃣Trump reportedly considering the occupation or blockade of Kharg Island.
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$XPEV.M reports Q4 results today pre-market.
After a year of intense price wars, the market is looking for a "clean" recovery.
📊 The Estimates:
Revenue: ¥22.00B
Net Profit: ¥68.36M (Swing to profit)
The Focus: With MONA and P7+ scaling up, how much have margins recovered? Beyond hardware, can XPeng finally monetize its AI-driven Smart Driving tech?
All eyes on the "EV + EREV" dual-power strategy to fuel a growth surge in 2026. 📈🚀
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$LUNR.M: Scaling the Space Business! 🛰️
1️⃣ Q4 Metrics: $44.78M Revenue | 19% Margin | Loss narrowing.
2️⃣ Expansion: $800M Lanteris acquisition & KinetX deal.
3️⃣ Backlog: $1.75B investment secured | $1B in total orders.
From "lunar niche" to "top-tier contractor." The data proves the scale-up is real.
The hard-tech bull run is taking off! 🔥
MSX@msxcom
$LUNR.M also reports pre-market today 🚀 Expected revenue: $58.99M | Net loss: $6.53M This rare pure-play space stock faces two big tests: ✅ Can NASA orders keep coming? Is tech validation on track? ⚠️ Commercialization is still far off—and cash burn continues. For space names like this, it's not about profits yet. It's all about how long the cash lasts. 🌕📊
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Alibaba Earnings: Where’s the Money Going?
AI revenue grew triple-digits for the 10th straight quarter—bright spot.
But it barely dents surging costs.
Market's watching: cost control & cash flow.
Reality: fighting price wars while funding new bets.
#AlibabaEarnings
MSX@msxcom
$BABA.M reports today pre-market! ⚖️ With expected revenue of 289.73B and net profit of 24.17B, $BABA.M walks a fine line: can it stop the bleeding in food delivery, and reignite growth in cloud via AI—all while managing the cash burn from Tongyi Qianwen’s sudden popularity? The key is free cash flow: if the cash pile keeps shrinking, can buybacks and dividends hold up? Valuation remains near historical lows. Today’s all about how $BABA.M balances “burn for growth” vs. shareholder returns. 💸📈
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🔵 3.20 | M-Point U.S. Pre-Market Outlook
🚪The Vibe: Pricing "Higher for Longer."
Indices under pressure as Gold plummeted while the 2Y yield rose to 3.8%. Markets are re-pricing the Fed's path post-oil spike, favoring small caps (IWM) over high-multiple tech.
👀Sector Pulse:
· Optical Strength: LITE (+10%) and COHR (+7%) led on OFC momentum and S&P 500 inclusion news.
· Memory Drag: $MU (-5%) tumbled as a $25B+ Capex hike sparked cash-flow fears despite an earnings beat.
· Energy Premium: Brent hit $119 intraday; $LNG surged as a rare macro hedge.
💤Watchlist:
· Triple Witching: $6.4T in options expire today. Expect heavy structural volatility at the close.
· Thresholds: Brent $108 | 2Y Yield 3.8%.
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After hours: what u need to know:
1️⃣ $NVDA.M / Jensen Huang: AI leaders should avoid fear-mongering; Bullish on Anthropic’s revenue surpassing $1 trillion by 2030.
2️⃣ Israel and the U.S. seek to calm energy market anxieties; Netanyahu claims the war will end sooner than expected.
3️⃣ Spot gold continues its decline after breaking below the 100-day moving average on Fed decision day; silver subsequently falls below its 100-day moving average as well.
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Pre-market Movers:
- $MU.M drops over 4% after Q2 revenue nearly triples and guidance beat, but high spending plan sparks concerns.
- Rivian jumps over 10% after Uber announces up to $1.25B investment tied to autonomous milestones through 2031.
- $BABA.M falls 4% after Q3 revenue of ¥284.84B, with adjusted net profit down 67% YoY.
MSX@msxcom
Key headlines that may move today’s market: 1. $UBER.M places a bet of up to $1.25 billion on Rivian's autonomous taxis. 2. $BABA.M announces AI strategy commercial goal: cloud and AI commercialization revenue to exceed $100 billion in the next five years. 3. U.S. initial jobless claims for the week ending March 14 stand at 205,000, compared to the previous value of 213,000.
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Key headlines that may move today’s market:
1. $UBER.M places a bet of up to $1.25 billion on Rivian's autonomous taxis.
2. $BABA.M announces AI strategy commercial goal: cloud and AI commercialization revenue to exceed $100 billion in the next five years.
3. U.S. initial jobless claims for the week ending March 14 stand at 205,000, compared to the previous value of 213,000.
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$LUNR.M also reports pre-market today 🚀
Expected revenue: $58.99M | Net loss: $6.53M
This rare pure-play space stock faces two big tests:
✅ Can NASA orders keep coming? Is tech validation on track?
⚠️ Commercialization is still far off—and cash burn continues.
For space names like this, it's not about profits yet. It's all about how long the cash lasts. 🌕📊
English
$BABA.M reports today pre-market! ⚖️
With expected revenue of 289.73B and net profit of 24.17B, $BABA.M walks a fine line: can it stop the bleeding in food delivery, and reignite growth in cloud via AI—all while managing the cash burn from Tongyi Qianwen’s sudden popularity?
The key is free cash flow: if the cash pile keeps shrinking, can buybacks and dividends hold up?
Valuation remains near historical lows. Today’s all about how $BABA.M balances “burn for growth” vs. shareholder returns. 💸📈
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🔵 3.19 | M-Point U.S. Weekly Brief
Hawkish Fed + Sticky Oil → Reflation Logic Triggers Valuation Cuts
🚪Market Structure: The Reflation Pivot
DJI -1.6% | SPX -1.36%. The Fed revised 2026 inflation to 2.7%, implying a "Higher for Longer" regime.
With WTI at $96.6, the 10Y Yield (4.26%) and DXY (100) are crushing growth multiples.
👀Earnings & Sector Pulse:
· Micron’s Paradox: $MU.M tumbled ~5% post-market despite a massive beat. The catch? A $5B Capex hike sparked fears of peak cycle and future oversupply.
· AI Selectivity: $AMD.M (+1.6%) outperformed on Samsung news, while $NVDA.M (-0.8%) softened. Markets now demand "Execution + Value" as yields surge.
· Safe-Haven Flip: Gold & Silver plummeted. High oil fuels high rates, killing the appeal of non-yielding bullion.
🐟Takeaway: The Reality Check
· Labor & Philly Fed (08:30 ET): Strong prints will cement the hawkish narrative.
· Oil Thresholds: Brent $100 remains the psychological line in the sand.
· FedEx Earnings (AMC): A crucial "Stagflation" check on global shipping costs.
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After hours: what u need to know:
1️⃣Musk: SpaceX and Tesla $TSLA.M to maintain massive, ongoing orders for $NVDA.M chips.
2️⃣Fed: Raised core PCE inflation and GDP forecasts for 2026–2027; unemployment outlook revised upward for next year.
3️⃣2-year Treasury yield jumps ~10 bps as investors eye Fed rate path and global oil prices.
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Market Alerts 🥱:
- $RKLB.M down nearly 4% pre-market: Proposes selling up to $1B in stock via equity distribution agreement.
- Macy’s ( $M) up over 7% pre-market: Q4 revenue ($7.6B) and adjusted EPS ($1.67) both beat estimates.
- Palladyne AI ( $STRC) jumps nearly 11% pre-market: Secures US Navy contract to develop low-cost, long-range missiles.
MSX@msxcom
Key headlines that may move today's market: 1️⃣ US Feb PPI Surges: Driven by the services sector, PPI climbed 0.7% MoM, exceeding market expectations. 2️⃣ $JD.M x OPPO Alliance: A new strategic partnership aims for over ¥100B in omni-channel sales over the next three years. 3️⃣ $MSFT.M weighs legal action against $AMZN.M and OpenAI, alleging breach of contract in a $50B cloud deal.
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Key headlines that may move today's market:
1️⃣ US Feb PPI Surges: Driven by the services sector, PPI climbed 0.7% MoM, exceeding market expectations.
2️⃣ $JD.M x OPPO Alliance: A new strategic partnership aims for over ¥100B in omni-channel sales over the next three years.
3️⃣ $MSFT.M weighs legal action against $AMZN.M and OpenAI, alleging breach of contract in a $50B cloud deal.
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$MU.M reports Q2 results today post-market.
With HBM (High Bandwidth Memory) in a massive supply squeeze, the street is hunting for the ceiling of $MU’s profitability.
📊 The Estimates:
· Revenue: $19.30B
· Net Profit: $9.88B
The Real Game: Is the HBM capacity—currently being devoured by $NVDA.M —already sold out through 2026? If gross margins clear 65% amid the pricing surge, Micron officially becomes a cash machine.
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