vuvence IX
No personal profile
1Follow
14Followers
0Topic
0Badge
I should add, many out here outside the USA want a strong dollar for a whole raft of reasons.//@vuvence IX:As I said in a post earlier today. Fed Chair Powell is doing his job holding the line from the weekly Presidential gaslighting. Mr Too Late, a Stiff is good for the dollar from an international investor perspective. If Trump reappoints him, it would strengthen the dollar further.
@vuvence IX:As I said in a post earlier today. Fed Chair Powell is doing his job holding the line from the weekly Presidential gaslighting. Mr Too Late, a Stiff is good for the dollar from an international investor perspective. If Trump reappoints him, it would strengthen the dollar further.
As I said in a post earlier today. Fed Chair Powell is doing his job holding the line from the weekly Presidential gaslighting. Mr Too Late, a Stiff is good for the dollar from an international investor perspective. If Trump reappoints him, it would strengthen the dollar further.
Trump Says He May Change His Mind About Firing Fed Chair Powell
Watching BABA-w in HK. Looking for another entry point. If not in the next 24 hours, then Monday after triple witching.
@Sporeshare:$Alibaba(BABA)$ Alibaba Group (9988.HK) - Nibbled small units at 122.10. It has retreated from 145 to 111.90 now trading in consolidation mode. Need a nice rebound to push the price back to 140. Not a call to buy or sell! Pls dyodd. 15th May 2025: Net income attributable to ordinary shareholders surged 279% to 12.4 billion yuan in the quarter ended March 31 from 3.27 billion yuan in the year-ago. Earnings per share soared 296% to 0.65 yuan from 0.16 yuan in the prior-year period. Revenue for the quarter grew 7% year on year to 236.5 billion yuan from 221.9 billion yuan Q4 FY2025 results, with revenue excluding Sun Art and InTime growing 10% YoY and adjusted EBITA increasing 36% YoY. Cloud revenue growth accelerated to 18%, driven by robust
$BABA-W(09988)$ Sorry BABA, have to say goodbye, -7% rule kicked in. Will see you again if you dip below 100.
$Alibaba(BABA)$ BABA is an interesting stock. It is linked to BABA-W in HK and gives us the opportunity to trade into different countries, like China. What is attractive about China is the emerging growing economy and BABA is like a flagship for this. This Friday NZ's PM Chris Luxon is meeting with President Xi and top of the agenda is trade, visas, students and tourism. NZ was the first western country to sign a FTA with China. Back in 2008 when the FTA was signed, President Obama while playing golf in Hawaii with the then PM John Key, asked him "Why did you sign an FTA with China?" The PM answered "We have been trying to get an FTA with the US for decades, still waiting, perhaps you might help" or something like that.
$Powell(POWL)$ It is important that Chair Powell holds the line, despite the almost weekly Presidential gaslighting, like when he called him Mr Too Late and a stiff. Without a neutral Fed, the dollar will diminish negating any fiscal benefit from the tarrifs. I suspect that the tarrifs are a lot more to do with the USA not becoming the worlds doormat and the continuation of US hegemony than any short term fiscal benefit.
Sorry, the original content has been removed
It is important that the Fed stays neutral, even if The President did call the chair a stiff. Without this strong neutrality the dollar's credibility will diminish. I am happy that Fed Chair Powell is holding the line, despite the Presidential gaslighting.
Fed Keeps Rates Unchanged, Sees Two Cuts in 2025 but Less Easing in Later Years
There is a real physical limit to how fast you can move electrons per volume of silicon wafer without overheating and the speed of the electrons itself. I am not sure how close Nvidia is with thier latest architecture but they cannot keep increasing capability & power consumption indefinitely. This is where quantum computing comes in. It is a totally different set of limitations and possibilities because the physics is different.
Sorry, the original content has been removed
Always try to read OptionsDelta. I think your posts are insightful and based on fact, the options that have been brought or sold. Having studied wave mechanics, I am struggling with trying to find any viable theory that you can translate the longer term trends in the wave like graphs that are the mark the peaks & troughs of a stock. The explanations from various other posters on these alternate theories are amusing, but take on an almost "every trend can fit the theory" like nature. However with your posts, they are just highlighting the future positioning and investment beliefs, which are real.
@OptionsDelta:A Wealthy Investor Purchases $38 Million in Call Options to Go Long on Microsoft
I am long but Had to short my BABA position on Friday at 114 due to -7% rule kicking in. Looking for another entry point in the next few weeks perhaps after triple witching on June 20. Tempted to sell puts at 110.
@Jo Betsy:$Alibaba(BABA)$
What is even better comfort is Jack Ma's BABA has come down a lot since post covid, but during that time the work/lifestyle/shopping became a lot for fit for purpose for the 21st century and Alibaba was embedded in that narrative. This type of flexibility is the future. Coupled with the fact that back then the AI investment had not ramped up like it is now, Alibaba is now great value and a very good long position prospect.//@vuvence IX:This is very comforting news for long holders of Alibaba stock and helps in a down time not to panic sell.
@vuvence IX:This is very comforting news for long holders of Alibaba stock and helps in a down time not to panic sell.
$Alibaba(BABA)$ I think Jack Ma's BABA is looking good for a long investment. It is down a lot since 2022, but that covid period transformed work/life/shopping into something more flexible that is fit for purpose in the 21st century and Alibaba is part of that narrative. This in combination to the ATH back then has not even factored in the recent global AI investment. A company this size allowing direct access to the Chinese economy is now a very attractive long position.
I like your 1 pick Alibaba. Down a lot since 2023, which is prior to the latest global AI investment. Jack Ma's BABA is great value for a long position.
@8899Nar:MY TOP 10 STOCKS FOR 2025 (UPDATE)🧵
This is very comforting news for long holders of Alibaba stock and helps in a down time not to panic sell.
@Jo Betsy:$Alibaba(BABA)$
$Apple(AAPL)$ I will probably look at going long if it gets back to the $170's
Good question. I am trying to behave like an investor. With all the news noise is very easy to be tempted by sudden falls like Tesla last Thusday. However I am trying to stick to a plan and focus on a few positions that if they tank I can still sleep at night knowing that they will recover in the future. If I start chasing volitile moves of any company because it dropped 5%, then at that point I am no longer investing but gambling. On that note great win by Star Satyr in race 6 at Sha Tin on Sunday, paid about 95 HKD.
Tempted to buy this 5% dip. It was the only big one in Friday's buoyant market. It is now in the fair value zone.
@WeChats:$Broadcom(AVGO)$ Broadcom Beats, But AI Slows — Is It Still Worth Chasing AVGO at These Levels? 📍 Earnings Recap Broadcom ($AVGO$) posted another stellar quarter: EPS up 40%, revenue at record highs, and strong guidance ahead. But the spotlight is on AI — growth in AI chip revenue slowed to +46% YoY, compared to 77% in the previous quarter. Markets noticed, and the stock dipped ~4% in after-hours despite hitting fresh ATHs earlier. 📍 What This Means The quarter was good — just not perfect. AI tailwinds are real, but normalising. Guidance of $5.1B for AI chip revenue is solid, though ~3.7% below some bullish estimates. The key here is that Broadcom remains a cash-generating machine, diversified across data center, networking, and software (VM
If Nvidia is years ahead then as long as they lead the R&D of the hardware, they can re-enter China with new products in the future when the political situation is more favorable. This could also be one of the cards President Trump holds for his future trade negotiations.
Sorry, the original content has been removed
From New York, President Trump might prefer a Waldorf Salad to Taco's 🌮
@koolgal:Do You Trust TACO Trade With Tariffs Changing Again?
All shares eventually have to be sold to realise thier worth.
Go to Tiger App to see more news
Invest in Global Markets with Tiger Brokers!Open App