Every time Berkshire Hathaway's 13F filing is released, the market's first reaction is to look for "who Buffett has bought." This quarter, the media spotlight has been almost entirely on his new investment in $UnitedHealth(UNH)$ —after all, the healthcare industry boasts stable cash flow and strong cyclical resilience, and after being hit by multiple events, the stock price has fallen by 70% from its peak. This bottom-fishing move seems very Buffett-like (though his cost basis is at $411, which is essentially "buying at the bottom"). This cost may be relatively higher than that of many investors, but he may continue to bottom-fish in Q3 and further reduce his cost basis.But if you look closely, you will find that the real highlight is not in health
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UNH Is Not Buffett (BRK)'s Surprise, REAL ESTATE Is!
🌌 Forget SpaceX! Firefly IPO: Can $6B Valuation Outshine Giants?
Space technology companies have been an area of interest in U.S. stocks.Recently, $Firefly Aerospace Inc.(FLY)$ announced plans for its upcoming IPO, which has generated widespread investor interest.A Texas-based space and defense technology company, Firefly Aerospace is known for its innovation in launch services and spacecraft solutions.Firefly Aerospace is on track to turn its historic 2025 "Blue Ghost" moon landing into a breakout IPO in the capital markets, and an increase in target valuation from $5.5B to $6B suggests that the market's confidence in its future is accelerating.As a newcomer to the space track, Firefly has differentiated itself as an "end-to-end space mission service provider" through its modest Alpha launch, Eclipse reusable r
🌌 Forget SpaceX! Firefly IPO: Can $6B Valuation Outshine Giants?
Two Trading Opportunities Under PANW Acquires CYBR
First we have AI to help us analyze the events:Deal Nature and Strategic MotivationCybersecurity giant $Palo Alto Networks(PANW)$ ($132 billion market cap) is in advanced talks to acquire Israeli identity security management company $CyberArk(CYBR)$ ($21.8 billion market cap at the close of trading on 7.29, valuing the deal at more than $20 billion, making it potentially the second-largest merger and acquisition in industry history).The deal could be the second largest merger in the industry's history.The move is designed to fill a critical gap in Palo Alto' s zero-trust architecture - CyberArk, the leader in Privileged Access Management (PAM), seamlessly integrates its technology into Palo Alto's Cortex
Figma’s IPO Gambit: Dutch Auction vs. Wall Street’s 500% "Discounts"
Design software company $Figma(FIG)$ , which is expected to go public on the Nasdaq this Wednesday, July 30, is using an auction-like IPO pricing mechanism to get more accurate stock valuation information.Read more>>Figma’s IPO: What to Expect as It Hits the Market from @Invesight_Capital What is an Auction IPO, a revolutionary break from traditional pricing?An auction IPO (also known as a Dutch auction IPO) is an IPO pricing method in which the offering price is determined through public bidding by investors.Unlike traditional IPOs where the investment banker takes the lead in pricing, auction IPOs require investors t
Figma’s IPO Gambit: Dutch Auction vs. Wall Street’s 500% "Discounts"
Cancer vs. Code: Inside Meta's 'Metastatic' Culture Killing Innovation
In this era of AI competition in full swing, $Meta Platforms, Inc.(META)$ on the one hand, high-profile money (recently rumors of a succession of nine-figure high-tech poached $Apple(AAPL)$ AI responsible and OPENAI scientists), the formation of a super team, but on the other hand, it was revealed that the internal culture of the "spread like cancer!"We have to let people start to think seriously: a lack of clear direction, a lack of trust and collaboration of the organization, in the end, how far can go?Link to original post'Culture Collap
Cancer vs. Code: Inside Meta's 'Metastatic' Culture Killing Innovation
CRWV takes CORZ, Another Good Arbitrage Chance?
$CoreWeave, Inc.(CRWV)$ has announced plans to acquire $Core Scientific, Inc.(CORZ)$ in an all-stock transaction valued at approximately $9 billion, which is expected to close in Q4'25 and is of course ultimately dependent on regulatory and Core Scientific shareholder approval.Transaction detailsIn an all-stock transaction, CoreWeave will acquire CoreWeave Class A common stock at a ratio of 0.1235 shares of CoreWeave Class A common stock for each share of Core Scientific stock, valued at the equivalent of $19.72 per share at the close of trading on July 7, representing a 33% premium to the current CORZ stock priceUpon completion of the acquisition, Core Scientific shareholders will own less than **10%** o
CRWV takes CORZ, Another Good Arbitrage Chance?
Waymo vs Tesla Robotaxi, Who's Leading Commecialization?
The Robotaxi concept has heated up further in the last couple of days, with $Uber(UBER)$ announcing the expansion of its partnership with Waymo to parts of Atlanta, following the launch of $Tesla Motors(TSLA)$ RobotaxiUBER users will be able to book $Alphabet(GOOG)$ 's Waymo's self-driving cars for ride-hailing services and local deliveries through the UBER and UBER Delivery apps.Comparison of Tesla Robotaxi and WaymoWaymo's high single-vehicle cost ($150,000-$200,000) stems primarily from sophisticated hardware inputs such as LIDAR, city-level map deployment, and safety redundancy design.Despite continuous cost reduction through technology iteration (e.g. LIDAR
Waymo vs Tesla Robotaxi, Who's Leading Commecialization?
618 Shockwave: Xiaomi’s $35.5B GMV & the Hidden Tech Behind It!
618 Shopping Festival Performance SummaryGMV reached RMB 35.5 billion during the 618 Shopping Festival, up 35% year-over-year and 11% higher than Double 11 2024This performance was in line with expectations and equaled 71% of GSe's forecasted 2Q25 China smartphone and AIoT revenueHistorical comparison: 69% of 618 in 2024, 59% of 618 in 2023, 66% of Double 11 in 2024Smartphone performance:Ranked #1 in sales and GMV among domestic brands on the Jingdong platform4 of the top 10 best-selling models (Redmi K80, Redmi Turbo 4 Pro, Redmi 14C and Redmi Note 14 Pro)Strong performance in the ultra-high-end market ($6,000+), with the Xiaomi Mi 15 Ultra in the top 10Discount levels remained the same as last year, with an average discount of about 19% (excluding state subsidies), and up to 33% after su
618 Shockwave: Xiaomi’s $35.5B GMV & the Hidden Tech Behind It!
Frequent occurrence of tactical clawback, has Hong Kong IPO subscription entered a small/mid-cap?
Hong Kong stocks to fight the new, "set back" is often one of the core of the game between institutions and retail investors, underwriters through the artificial manipulation of the allocation ratio of new shares to achieve the concentration of chips and short-term arbitrage.Today's listing of $RONGTA TECH(09881)$ and $NEWTREND GROUP(02573)$ are typical of the set back.Definition and core logic of set backSet-back refers to the mechanism whereby the issuer (listed company, sponsor) takes advantage of the special provisions in the Hong Kong IPO rules to artificially depress the allocation ratio of retail investors and retain more shares in the hands of institutions, thus creating a concentration of chips
Frequent occurrence of tactical clawback, has Hong Kong IPO subscription entered a small/mid-cap?
How's the Valuation of Circle IPO?
Key Takeaways $Circle Internet Corp.(CRCL)$ will IPO on NYSE on June 4 at a valuation of approximately $6.9 to $8.1 billionInitial IPO price of $31 per share, raising approximately $1.1 billion, exceeding the initial expected range ($24)Investor interest in the stablecoin industry is strong, with Circle's USDC holding ~29% of the market shareRegulatory environment may be favorable for Circle, with potential stablecoin legislation (e.g., Genius Act) potentially enhancing its legitimacyValuation is slightly lower than previous private market valuations, but reflects market conditions and the complexity of the company's fundamentalsOverall Industry OverviewStablecoins are divided into four main types with their own characteristicsFiat currency collat
How's the Valuation of Circle IPO?
What Makes Jihon Stuck Into Southbound Stock?
May 27, the main packaging printing and cross-border e-commerce business of the A-share company $JIHONG CO(02603)$ listed in Hong Kong, the first day soared more than 50%, and become the first Hong Kong listing that is included in the Hong Kong Stock Connect A + H companies.Of course, it has some other logos on it, such as: the first A+H in Xiamen, the first cross-border e-commerce A+H, the first A+H company in the packaging industry, and the smallest A+H company with the smallest market capitalization (previously, the threshold of the A+H was about 7.3 billion Hong Kong dollars) $Xiamen Jihong Co.,Ltd.(002803)$ At the current stage can enter the Hong Kong Stock Connect, is a lot of small and medium-ca
What Makes Jihon Stuck Into Southbound Stock?
NVIDIA Computex 2025: Which companies will benefit?
In its keynote speech at Computex 2025, $NVIDIA(NVDA)$ focused on releasing several heavyweight technologies and products, clearly demonstrating its full-chain layout in the AI ecosystem , from chip design, system platforms, enterprise applications to national-level infrastructure.Summarized in one sentence: Towards the era of AI ubiquity1. New product/platform announcements (seven in total)NVLink Fusion: For the first time, the proprietary interconnect protocol is open to non-NVIDIA CPU/ASIC design companies, supporting third-party companies (e.g., $Media Tek Inc.(MDTTF)$ $ALCHIP TECHNOLOGIES LIMITED(ALCPF)$ $Marvell Tech
NVIDIA Computex 2025: Which companies will benefit?
10 Companies With Potential to Double
10 Companies With Potential to Double
SAP Q1: An Europe Independence IT Stock
SAP is one of the few software companies base in Europe, by virtue of its European local identity, enterprise software leadership, to become the core beneficiary of the impact of tariffs in Europe.In the short term, customer budget shifts and alternative demand will directly drive the growth of its cloud business; long-term need to pay attention to its ability to iterate technology and the sustainability of the European policy landing. $SAP SE(SAP)$ Q1 earnings performanceQ1 of FY25 was a strong performance.Overall revenue and profit beat market expectations.Total revenues of €9.01bn, +12.1% y-o-y (+11% at constant exchange rates), were slightly below analysts' expectations of €9.08bn, but the cloud business shone with €4.99bn, +27% y-o-y (+26% at
SAP Q1: An Europe Independence IT Stock
An Arbitrage Opportunity For NFLX Earnings!
$Netflix(NFLX)$ has shown notable strength recently, delivering a YTD return of +9.5%, significantly outperforming the S&P 500 (.SPX), which is down -8.25%.Last week's rally could be attributed to the market's belief that Netflix is relatively immune to tariff-related headwinds. This week's strength, however, appears more related to heightened earnings expectations. What's surprising is that NFLX rose 6.31% in the week leading up to its earnings, despite its Monday-implied volatility (IV) pricing in a ±10% move post-earnings.More interestingly—perhaps coincidentally or by design—the anticipated earnings gap (post-earnings gap-up/down) will not impact the weekly options expiring on April 17, as the market is closed on April 18 due to a holiday
An Arbitrage Opportunity For NFLX Earnings!
Is Richard's Speech Really Helpful For the Delivery Industry?
Recently $ Jingdong (JD) $ takeaway heat, Liu Qiangdong a takeaway business for the internal speech "no surprise" to "accidentally" out, alluding to the United States group profits are too high.But look carefully at the full version, this is just Liu Qiangdong down the PUA, outside the persona of the marketing strategy.Do takeaway according to Liu Qiangdong this line of thinking, is unable to pose any threat to the United States group.His three core ideas have logical problems.First, the control of profit margins, to maintain net profit within 5%, in order to ensure that the merchant profitsJingdong gives the public a preconceived illusion that takeout can be very simple to achieve "very high profits", but Jingdong "good intentions" convergence, delibe
Is Richard's Speech Really Helpful For the Delivery Industry?
HOW LONG WILL GOLD SURPASS $4000?
In its report, JPMorgan noted that the time it takes for gold to break through the $1,000 round number each time has shortened exponentially:$1,000 (2008): 38 years2000 (2020): reduced to 12 years$3000 (March 2025): just under 5 yearsFollowing this pattern, $4,000 could take only a third of the time of the previous period (5 years), i.e. about 1.5-2 years, corresponding to mid-late 2026 .$SPDR Gold ETF (GLD)$ $ S&P 500 (.SPX)$Key DriversCentral bank gold purchases and the dollar credit crisisGlobal central banks continue to increase their gold holdings at a rate of 80-109 tons per month (2022-2025 data), well above historical averages, and with IMF data showing the share of US dollar reserves falling to 57.4
HOW LONG WILL GOLD SURPASS $4000?
It's still dead cat bounce
Don't All in.After the tariffs landed, the U.S. stock market is a little bit back to the soul of the meaning of fluctuations, a lot of people began to get excited, think the opportunity to come.But I'll be honest, don't get too excited, now this wave of rebound, more like a technical repair, not a trend reversal, at best, is a "dead cat jump".Simply put, the fundamentals did not keep up.The S&P 500 earnings per share estimate (EPS) for the coming year has been cut by Wall Street from +14.1% at the beginning of the year to +10.5%.That's not the worst of it, if U.S. GDP does fall between 0 and 1% as many now expect, then EPS will have to continue to be chopped to less than 5% to be reasonable, and right now the market isn't even reflecting that pessimism.Looking more closely at the secto
It's still dead cat bounce
Market's concern on NVDA may not be from MSFT
Yesterday the arithmetic chain plunged because of reports of $Microsoft(MSFT)$ data center lease cancellations and extensions, but instead $NVIDIA(NVDA)$ was down more (-5.74%).NVDA's current but a bit may not be the same, because the arithmetic efficiency improvement and the concern of lower demand for GPUs, in fact, in January DeepSeek wave has been embodied, it makes no sense that the same subject matter once again hype wave.But NVDA's own Blackwell series may become a more worrying point for the market:GB200 supply chain challenges, which have been reported on quite a bit before.Included:Deployment complexity: the deployment of GB200 required 5-7 days of installation time, with frequent instability an
Market's concern on NVDA may not be from MSFT
Labubu Sold $400mn in 2024! POP MART is another NVDA?
After reading the earnings report of $POP MART(09992)$ today, I was simply shocked by this "money printing machine"!Labubu's The Monsters series, 2024 annual revenue of more than 3 billion, and the first half of only 600 million, second only to Molly, but the second half of the wildly overtaken.Although there is absolutely no business, industry, technology attributes to compare the two, but the two share the underlying code of "super growth stocks": monopoly market segments, globalization and expansion, product iteration crushes the questioning, but there have been questions on the road to growth.Specifically two aspects:High valuation - high faith, the scarcity of the leading "pricing power" premiumNVDA: with AI arithmetic monopoly, the dynamic
Labubu Sold $400mn in 2024! POP MART is another NVDA?
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