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Enlightenment from Blue Whale Capital's position adjustment: Liquidation of Meta and Microsoft, and counter-trend the bottom of Nvidia

Enlightenment from Blue Whale Capital's position adjustment: Liquidation of Meta and Microsoft, and counter-trend the bottom of Nvidia

Cristiano3 day ago
Price increase strategy and advertising business drove Netflix's first-quarter profit to a record high

Price increase strategy and advertising business drove Netflix's first-quarter profit to a record high

Cristiano
Nvidia cuts off power supply for H20 and Morgan Stanley Fire Line cuts its revenue forecast

Nvidia cuts off power supply for H20 and Morgan Stanley Fire Line cuts its revenue forecast

Wilson
US stocks play new strategies| Overlord Tea Girl's IPO in the United States: Its valuation is only 15 times. Can it become a "value depression"?

US stocks play new strategies| Overlord Tea Girl's IPO in the United States: Its valuation is only 15 times. Can it become a "value depression"?

Cristiano
Bawang Tea Ji's IPO in the United States: its valuation is only 15 times, lower than Mixue Ancient Ming

Bawang Tea Ji's IPO in the United States: its valuation is only 15 times, lower than Mixue Ancient Ming

Cristiano
The speed of light changes! Goldman Sachs urgently withdraws "U.S. recession" forecast after Trump suspends tariffs

The speed of light changes! Goldman Sachs urgently withdraws "U.S. recession" forecast after Trump suspends tariffs

Cristiano
Who is trying to find out? As U.S. stocks plummet, tripled long funds bucked the market and drew a record of US$1.5 billion

Who is trying to find out? As U.S. stocks plummet, tripled long funds bucked the market and drew a record of US$1.5 billion

Wilson
The market fully priced the Federal Reserve cut interest rates 5 times this year, totaling 125 basis points!

The market fully priced the Federal Reserve cut interest rates 5 times this year, totaling 125 basis points!

Cristiano
New must-read| Foreign capital is rushing to grab a share of the cornerstone of the Ningde era, and the countdown to the big meat!

New must-read| Foreign capital is rushing to grab a share of the cornerstone of the Ningde era, and the countdown to the big meat!

Karim
The global battery overlord rushes trillions of market value again! Hong Kong and US stocks 0 threshold new, one-key layout Ningde era secondary listing

The global battery overlord rushes trillions of market value again! Hong Kong and US stocks 0 threshold new, one-key layout Ningde era secondary listing

Karim
Lei Jun's response was invalid! As Hong Kong stocks opened, Xiaomi fell another 3%, retreating nearly 25% from its historical high!

Lei Jun's response was invalid! As Hong Kong stocks opened, Xiaomi fell another 3%, retreating nearly 25% from its historical high!

Cristiano
Xiaomi: Assuming that the temporary S & P 500 support for tariff policy is at 5,000 - 5,300, the three countries will become safe havens

Xiaomi: Assuming that the temporary S & P 500 support for tariff policy is at 5,000 - 5,300, the three countries will become safe havens

Cristiano
Wealth Broker listing observation| The Ningde era may set a new record for Hong Kong stock fundraising, and the largest IPO of Hong Kong stocks will be launched in 2025!

Wealth Broker listing observation| The Ningde era may set a new record for Hong Kong stock fundraising, and the largest IPO of Hong Kong stocks will be launched in 2025!

Karim
Xiaomi placed 800 million shares at a discount and raised approximately HK$42.5 billion. Its share price has risen 56% during the year

Xiaomi placed 800 million shares at a discount and raised approximately HK$42.5 billion. Its share price has risen 56% during the year

Cristiano
Wealth Broker listing observation| Xiao Hongshu rents 7000-square-foot floor in Hong Kong, is the IPO getting closer?

Wealth Broker listing observation| Xiao Hongshu rents 7000-square-foot floor in Hong Kong, is the IPO getting closer?

Karim
China Mobile: Mobile cloud has exceeded the 100 billion mark for the first time. In the future, we will become the "TSMC" of the AI industry!

China Mobile: Mobile cloud has exceeded the 100 billion mark for the first time. In the future, we will become the "TSMC" of the AI industry!

Cristiano
Federal Reserve's March interest rate decision: Hold still, but slow down the contraction of the balance sheet

Federal Reserve's March interest rate decision: Hold still, but slow down the contraction of the balance sheet

Cristiano
Buffett's latest move in March: Increase in holdings of Japan's top five trading companies, with a floating profit of 70% in 6 years

Buffett's latest move in March: Increase in holdings of Japan's top five trading companies, with a floating profit of 70% in 6 years

Cristiano
US stock earnings outlook| Micron Technology: Revenue and EPS are lower than expected, AI outbreak is difficult to change supply and demand mismatch constraints

US stock earnings outlook| Micron Technology: Revenue and EPS are lower than expected, AI outbreak is difficult to change supply and demand mismatch constraints

Gareth
Weisheng Pharmaceutical, which accounts for 78% of its cornerstone, has opened a subscription for Hong Kong stocks. How about the ticket? Can you fight?

Weisheng Pharmaceutical, which accounts for 78% of its cornerstone, has opened a subscription for Hong Kong stocks. How about the ticket? Can you fight?

Cristiano
BYD's strategic layout of H-share placement of over HK$43 billion accelerates global competition for new energy tracks

BYD's strategic layout of H-share placement of over HK$43 billion accelerates global competition for new energy tracks

Cristiano
Tesla suffers its worst decline in five years Musk: "Running a business is extremely difficult"

Tesla suffers its worst decline in five years Musk: "Running a business is extremely difficult"

Cristiano
New express delivery for Hong Kong stocks| The rush of gold has spawned a wave of listings in Hong Kong stocks. After Chifeng, on Saturday, Fu plans to hit IPOs for the fifth time

New express delivery for Hong Kong stocks| The rush of gold has spawned a wave of listings in Hong Kong stocks. After Chifeng, on Saturday, Fu plans to hit IPOs for the fifth time

Cristiano
U.S. stocks plummet & U.S. could fall into recession: Markets renew bets on the Federal Reserve cutting interest rates three times

U.S. stocks plummet & U.S. could fall into recession: Markets renew bets on the Federal Reserve cutting interest rates three times

Wilson
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