Alibaba: A Battle With Shopee, JD.Com And Pinduoduo
Summary$Pinduoduo Inc.(PDD)$ The impact from the regulatory crackdown and increased competitive pressure are starting to reflect in Alibaba’s financial statements as the core commerce organic growth grew only 15% YoY. Alibaba is re-investing its profits back to grow its business in C’s less developed region, and international markets, but they are faced with strong counterparts, which may deter their growth. Alibaba’s pledge to enhance their compliance with the regulations ensures that they are less likely to be targeted by the Chinese government in the future. According to our estimates, we believe Alibaba is worth $238.13 per share, a 104% upside from the current share price. Alibaba headquarters maybefalse/iStock Unreleased via Getty Images This ar
$Palantir Technologies Inc.(PLTR)$The Head and Shoulders Top is an extremely popular pattern among investors because it's one of the most reliable of all formations. It also appears to be an easy one to spot. Novice investors often make the mistake of seeing Head and Shoulders everywhere. Seasoned technical analysts will tell you that it is tough to spot the real occurrences.Head and Shoulders Top is considered a bearish signal. It indicates a possible reversal of the current uptrend to a new downtrend.
$Lucid Group Inc(LCID)$Full stop this is nothing but good news for Lucid. The money 1 Billion from the preferred offering will go to insure Gravity will be available for sale on time later this fall. Very creative financing to do in such a way as not to hurt existing shareholders.I've been hearing some issues with the name Gravity being in contest for trademark infringement with another Company which is nonsense. First how do you trademark the word Gravity. Second the company using gravity for their business is not an EV maker so no confusion there.Gravity is coming and shorts will be squeeling like a pig cause Gravity is creating a lot of buzz. She is quite beautiful and yes innovative and what the market want
$Grab Holdings(GRAB)$Actually nothing is happening. I live in South East Asia and I work for Grab. Grab's presence just grow stronger and stronger here. Even becoming a household name for e-hailing. Grab's digital banking will be a boom.
If DIS would consolidate A&E/History/Lifetime (from Frndly), ESPN, FX (from HULU), and ABC onto it's Disney+ platform, like they have with their NatGeo brand, they'd see a growth in subs across their brands. Make it the one place you must go for all Disney owned content.$Walt Disney(DIS)$$Walt Disney(DIS)$Walt Disney(DIS)
$First Solar(FSLR)$Up 12% yesterday because of the debate? It's obviously a short covering rally, so I took the opportunity to sell as I'm a trader. But I can see where others may consider taking the other side of the trade, as the advance may not be sustainable. I'll go long again with a consolidation move back to $220 in several days.[Grin][Grin][Sly][Sly][Lovely][Lovely][Lovely]
$PDD Holdings Inc(PDD)$This week at closing $92(M), $93(T), $95(W), and $97 yesterday with high volume. With even markets will break $100 this day. Great time to add or buy at these prices. Doubt $150 prediction but for sure $120 before Thanksgiving. [Great][Great][Great]
$Intel(INTC)$selling their processors is not the problem here. Many clients in big institutions are buying Intel pcs. the problem is they are spending a ton of money building the foundry and this process takes a long time. I expect share price to be held down for a long time but I'm also a nibbler at these prices.[Grin][Grin][Grin]
$NVIDIA Corp(NVDA)$ IMO Nvidia is waiting to get some momentum. The next couple of days and weeks are going to be volatile. As soon as some good news around Blackwell is coming up, probably some time before earnings, Nvidia is going to build up some momentum and start its climb upwards. [Happy][Happy][Happy]So bearish short term but bullish long term. EOY it will be around 140 and ATH. Just be calm out there and don’t panic just because it goes down in the short term.
$Apple(AAPL)$it can stay where it is as long as Apple continues buying back shares which I think matters more than the stock going up a measly dollar or two. I'm glad the critics are trashing Apple non-stop so Apple can repurchase more shares. BTW, ,more like confidence. I still think Apple will be around longer than I will. That's good enough for me. If Apple ever gets back to being a $3T company, I'll be more than satisfied.