TC

[TC @TC98679066]

@stocksandbjj @EquityBrian You guys are just watching the wrong HK & China indices

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@stevehou @citrini But was the strengthening enough to justify 50%+ spike in 30 days?

Or a company like QCOM, which its earnings is estimated to be down this year and next year, its CPU chief architect left, and most of its business still relying on smartphone, to be almost doubled few days ago?

[TC @TC98679066]

@ShortSeller @Citrini7 I guess no one need to subscribe them cos you can find the content free online somewhere

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@ConsensusGurus A company with no value proposition... no one never ever learn speaking any languages from Duolingo

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@zephyr_z9 Why can't you buy naira? It's in stock connect

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@techeconomyana 美光股价从8月底就开始上涨了

[Jens Nordvig @jnordvig]

This is a true story, which tells you a lot about investor habits and home-bias in the US.

Last week, I attended an investor meeting with a group of 20-30 portfolio managers in New York.

I outlined why we are in the middle of a historical asset allocation shift away from US assets (as seen in the break-down of correlations, the flow evidence, feedback from our CIOs network, and impulsive USD weakness vs other major currencies and gold).

Towards the end of my remarks, when we had spelled out a likely scenario of continued downside risk to US equities, pressure on the US long end, and logically, sustained pressure on the USD, one of the portfolio managers summarized and said:

"so you are saying that the only trade is to hold t-bills?"

Something to reflect on...

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@HayekAndKeynes Agreed. That’s perplexing. Nothing is …

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6 month later $ACMR finally hit 28

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$ACMR beat-beat-raise... back to $25 at least?

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@hhuang PANR.L

[TC @TC98679066]

@KiwiPMI More like “Interesting Samsung development”

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@MimivsJames Opex

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$ACMR only trading at single digit P/E... one of the fastest visible growth in my universe but also the cheapest one

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Honestly, the mgmt FY guidance is too conservative? Guiding decent 2H shipment growth but only flattish revenue growth...

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34% in less than a month... not bad $CORZ

[TC @TC98679066]

Look like $CORZ will break 10.70 top because of the news

[TC @TC98679066]

Look like $CORZ will break 10.70 top because of the news

[TC @TC98679066]

@Sino_Market @Baidu_Inc Unremarkable

[TC @TC98679066]

According to Wikipedia, "When Microsoft was incorporated in 1981, Ballmer owned 8% of the company. In 2003, Ballmer sold 39.3 million Microsoft shares for about $955 million, reducing his ownership to 4%."

Ballmer would also have been a lot richer ...

[Jared Dillian @dailydirtnap]

Here's one of the craziest stories I've ever heard in finance.

Bill Gates is worth about $140 billion.

Steve Ballmer is worth about $100 billion.

Gates had A LOT more stock than Ballmer. But he was selling it like he was going to the electric chair. Ballmer held onto his.

If Bill Gates held onto all his MSFT stock, he'd be worth HALF A TRILLION DOLLARS.

Mind-blowing.

[TC @TC98679066]

Today a few ponzi stocks down more than 5% on a 2% up-day in NASDAQ after $PLUG's implosion (-40%!). No surprise... $IONQ is one of them.