$PDD Holdings Inc(PDD)$ $PDD 20250321 120.0 CALL$ Uncertainties(positive as well as negative)loom for PDD Holdings, but weighing the risks and rewards, as observed based on historical analysis, suggests that bullish sentiment grows as earnings approach so rolling the dice on this one ! 🎲
This week has been an interesting one, and we have one more report PCE to go which will give an indicator to where we are heading in the new year. The PCE price index has been a good indicator of inflation, and provides an insight into what Fed might do in the upcoming meetings. I think it will play a crucial role in the market trend for the upcoming weeks. I think we are on the crossroads of Bull & Bear market. On one hand if we dive deeper on the shiller index we can see it's only a few over-sized and over valued companies which are driving this index up which makes the market not that significantly overvalued overall but on the other side of the coin we can see the cost of living crisis and inflation hurting everyone globally. My personal take is not so bullish in the months ahead I
$Netflix(NFLX)$ Definitely rings the bell on that question with soo many exclusive content coming up on Netflix, it's something I am happy to pay my monthly subscription for. Second Amazon Prime$Amazon.com(AMZN)$ which gives more benefits than just entertainment like free shipping. Both of these platforms have been driving growth not only from growing the subscription base but also using advertising to increase revenue Competition in this sector is fierce but I don't see any near term risks for these two streaming apps. Also personally I don't see this as a Either OR, I myself have both subscriptions active and am happy to pay the monthly charges which are lower than my phone
$NVIDIA(NVDA)$ NVDA has a strong demand ahead of it, the current pullback was meant to happen after the rally we saw in the last couple of years. NVDA is the top pick for AI and semi conductor stocks but I think after hitting the valuation of more than 3 Trillion the question arises how much more growth can you expect ? Is the same rally even possible going forward. Investors and even day traders seek value based on current situation. From that perspective the growth in Quantum Computing, the rise in stocks such as $Rigetti Computing(RGTI)$$Quantum Computing Inc.(QUBT)$ has moved the narrative for many. You can sti
25 basis points is highly anticipated but not guaranteed, however the main point of the upcoming meeting with be the tone for 2025 rate cuts. Inflation is still not below the expected levels & we almost can see a different picture from the reports than the real world. The tone of the meeting should define if we are in for a soft landing in 2025.
$Apple(AAPL)$ At current levels, PE of 40x I find AAPL slightly overvalued. I would be ok to buy once the P.E is tracking below 30x I think below 185$ is a good entry point for new investors