SarautiyPrecise Market Analysis

100 posts

SarautiyPrecise Market Analysis

SarautiyPrecise Market Analysis

@Ra_Chen69

Katılım Nisan 2016
79 Takip Edilen31 Takipçiler
Serenity
Serenity@aleabitoreddit·
Anyone else getting a little tired of everything from $INTC to $SIMO just going up so much every day? You have Intel, a $300B+ company gaining 11% a day, while Silicon Motion gaining 41%… Large part of it is just going long on the right sector/players...
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Serenity
Serenity@aleabitoreddit·
I’m personally a fan of the functional monopolies. Here’s 6 of them that I own. 1. $TOWA (6315) - HBM4 Compression 2. MSSCorp (6830) - CPO Inspection 3. $LPK - Glass Core Substrates 4. $SOI - Silicon Photonics Substrates 5. $AXTI - End-to-End (mineral, refinery, production) InP substrates. 6. $ALRIB - Quantum / MBE (hybrid level systems). I can’t give recommendations. But for me personally, I wouldn’t buy all of them today eg. AXT until there’s clarity over share authorization + it ran like 1000% already within a small timeframe. But just thematically as you’ve seen, they tend to outperform so I’m holding all regardless. There’s a lot more of these out there that you should definitely research yourself. Always better to teach the thought process so people can do this themselves.
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Serenity
Serenity@aleabitoreddit·
Product innovation from $HOOD would have been enabling international stock trading ASAP. Instead they doubled down on "prediction markets" + "raffles" + new crapcoin listings where retail recklessly lose their money. They also lost retail to $IBKR that now enabled Korean stock trading. Especially due to international stock growth from Taiwah, Korea, Europe, Japan. As a result, we saw new IBKR accounts grow to an all time high this quarter (just from qualitative experiences). My opinion is $HOOD missed earnings since they lost track of what they should actually do to help out retail investors. If they had retail investors all spending tons of TX fees from int. Equities trading, likely more margin usage, fees, cash on platform, wealth appreciation, and so on, which is the basis of the platform. Maybe things would have gone better despite digital asset downturn.
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拖拉机
拖拉机@tuolaji2024·
你们知道大模型降智有多严重吗, 最近国产大模型跟傻逼似的, 多个数字,少个数字他都不知道!!! 我提醒它一下,它自己都骂自己!
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拖拉机
拖拉机@tuolaji2024·
工业富联 Q1 财报,AI服务器出货爆炸性增长: AI GPU机柜出货量同比增长 3.8倍。 AI ASIC服务器出货量同比增长 3.2倍。 800G及以上高速交换机出货量同比增长 1.6倍,环比增长46%。 CPO全光交换机样机已开始出货,新增量。 一个被忽视的财务信号: "部分云服务商客户新增订单的原材料采购模式由buy and sell模式转为consign模式",这句话值得深挖: Buy and sell:工业富联自己买原材料,再卖给客户,客户承担原材料波动风险。收入规模更大,但利润薄、现金流压力大。 Consign(寄售)模式:客户把原材料给工业富联代工,工业富联只收加工费。收入规模降低,但利润率更高、现金流更好。 这个模式转变说明工业富联的议价能力在提升,大客户愿意把原材料风险转移给它。Consign模式是比任何出货数据都更重要的信号,它直接改变了工业富联的利润质量和现金流结构。 Q1现金流+1826%的真正解释:不是经营改善这么简单,是商业模式在变。
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SarautiyPrecise Market Analysis
"Chasing sunlight between clouds—today’s tiny win: found a hidden café with the best lavender latte "
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sadham hussain
sadham hussain@sh38443·
"Great time sharing insights on [主题,如:digital marketing] at [机构/活动名] today! Learned from dynamic Qu0026A, connected with passionate learners. Grateful for the opportunity to grow together #Training #LifelongLearning #SkillBuilding"
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