FinanceLinkway

  Time to talk about Netflix, which plummeted 22% after the earnings report. First of all, Netflix's financial report this time does have its thunderous place, but part of the reason for the 22% drop in one breath is because the market sentiment has been very bad recently. At this time, the financial report thunderous will be punished more than usual. It is a wake-up call for companies that are about to report financial reports in the future, so we try to hold the stocks in the hands of companies with relatively stable historical financial reports and try to balance our positions as much as possible, to reduce the risk of financial report storms. After all, this quarter In a more dangerous period, back to the point. Let's take a look at Netflix's financial report this time. In the fourth quarter of 2021, Netflix's EPS was $1.33, exceeding analysts' estimates of $0.82, and revenue was just in line with expectations, with $7.71 billion, an increase of 16% year-on-year

Hello everyone, recently, because the market has a lot of fears about rising interest rates and shrinking the balance sheet, the Nasdaq as a whole has fallen a lot, and each support has basically been broken one after another. The general price has also broken, so there is no good signal to increase positions in the short term. It may be safer to hold cash first and wait until the decline begins to slow down a little or see a really cost-effective price before considering adding positions. However, the long-term bull market in the future will not end because of this year's interest rate hike, and cash will only become more and more worthless in the long run. In the short-term continuous decline of the stock market, we must put our minds in a positive state. At the same time, we must properly organize our thoughts and positions, prepare bullets, and use this time to do our homework for the stocks we are interested in. In this way, when a good price appears in the future, you will be

  For investors in the currency circle, these two days are destined to be an uneasy day. First, the Republic of El Salvador officially regarded Bitcoin as a legal currency for trading, and then Bitcoin experienced a wave of flash crashes. The price once plummeted from $52,800 by 19% to $42,900. Finally, the Bitcoin exchange Coinbase was negative for two consecutive days.  Let me talk about the fact that El Salvador uses Bitcoin as a legal currency. To attract more foreign investment and provide lower-cost financial and foreign exchange services, the Salvadoran government-approved Bitcoin as a legal currency as early as June this year and decided to officially implement this currency on September 7, which is yesterday. policy. The government plans to distribute $30 worth of bitcoin to residents who have registered for e-wallets, with a total investment of up to 75 million U.S. dollars. But yesterday’s implementation results showed that the start of this plan was not smooth. In add

  In the past two days, two electric vehicle companies, NIO and Tesla have released important news.  However, the market gave mixed reactions, one rose and the other fell. Let's take a look at what happened.  To  NIO stock forecast 2025  Let me talk about NIO first.  NIO announced this morning that the company will issue additional shares totaling US$2 billion. The price of the additional issuance will be based on the current market price, and the timing of the issuance will be determined according to the company’s needs. It may be a one-time sale or a share.  Wholesale sale.  After calculation, this will cause about a 3% equity dilution for existing shareholders.  However, the market seems to have given more interpretation. Today, NIO's share price has fallen by 6.3%, which is more than twice the theoretical dilution.  To  From the prospectus, the company only stated broadly that the funds raised will be used to strengthen its balance sheet and the company's daily operatio

Moderna was founded in 2009 and was established in Cambridge, Massachusetts, USA. Its main business is genetic engineering and focuses on the research and development of mRNA-derived drugs. The full name of mRNA is messenger RNA, pre-messenger RNA, a kind of immature single-stranded messenger ribonucleic acid, once it is completely processed, it is called "mature messenger RNA", or "mRNA". These drugs use mRNA as a treatment method and use mRNA as the basis to inject the developed synthetic mRNA into the patient's body so that the patient's own cells can obtain the ability to treat themselves. At present, the new crown vaccine being researched and developed by Moderna has an effective rate of 94.5%, so it has become one of the vaccines that are sold in large quantities all over the world. Cambridge, Massachusetts, is not only home to Harvard University but also a world-renowned hot spot for modern biomedicine. Despite such a "gorgeous background",

In the US social networking industry, there are four listed companies. They are the famous Facebook, former US President Trump's favorite information publishing platform Twitter, photo sharing and social networking site Pinterest, and Snapchat, which is popular among young people. Most of them are between 25 and 55 years old and have used Facebook products more or less. But it is very new to Snapchat. In fact, Snapchat is a powerful challenger for Facebook. The greatest charm lies in rapid growth. In the past year, the stock price has risen from US$20 to more than US$70, and the company is now worth more than US$100 billion. Snap was founded in 2010 and is headquartered in California. The company's flagship product, Snapchat, is photo sharing and social networking software. The software comes from a "burn after reading" photo-sharing application developed by two students from Stanford University. In April 2011, founder Evan Spiegel introduced the idea of ​​his final p

Today I will interpret its just-announced financial report for the second quarter of 2021. combined with the digital advertising industry's general development direction and competitive landscape. First, let’s summarize Facebook’s latest earnings report. I think Facebook’s second-quarter earnings report is very, very good. We can see how good it is from year-on-year and quarter-on-quarter. Revenue in the second quarter increased by 56% year-on-year, while it increased by 48% year-on-year in the first quarter. Operating profit in the second quarter increased by 107% year-on-year, while the first quarter increased by 93% year-on-year.  Net profit increased by 101% in the second quarter, compared with a year-on-year growth of 94% in the first quarter. Earnings per share in the second quarter increased by 101% year-on-year, while the first quarter increased by 93% year-on-year. The operating margin in the second quarter was 43%, compared to 32% in the same period last year. The perform

  The much-watched Disney released its second quarter financial report this year.  Benefiting from the strong recovery of theme parks and the rapid growth of streaming media business, its net profit and revenue both beat expectations.  Disney's stock price rose 5% after the market.  Let's take a look at the highlights of Disney's earnings this quarter.  In the second quarter, Disney’s total revenue reached 17.02 billion US dollars, exceeding analysts’ expectations of 16.76 billion US dollars, a year-on-year increase of 45.5%.  Net profit turned from loss to profit, from a loss of US$4.721 billion last year to a profit of US$918 million.  From the perspective of departmental business, Disney Parks, Experience and Products departments have brought a boost to the company's revenue.  Since the economic restart, Disney's theme parks, cruise ships and offline merchandise retail businesses have all been greatly improved. The quarterly revenue of these businesses was US$4.3

Software company Palantir (PLTR) released the latest quarterly earnings report, which performed very well.  After the financial report, Palantir's stock price soared to 14.64% at the highest point. At the same time, the keen Cathie Woods also bought $140 million in Palantir stock.  I won't talk about Palantir's specific business. If you don't know much about it, you can go back to my previous article.  Let's talk back to the financial report.  Benefiting from the benefits of the US government’s contract renewal, Palantir’s earnings per share and total revenue both beat expectations for this quarter’s earnings report.  Among them, earnings per share were $0.04, beating the expected $0.01; total revenue was 376 million, an increase of 49% from the same period last year, slightly higher than the expected $361 million.  Although the extent of beating expectations is not very large, the biggest highlight of the financial report is to broaden the business.   The value of

Let's look at some biotech companies with stable cash flow and currently undervalued value stocks as targets for diversified portfolios.  The company I shared today, called Vertex Pharmaceuticals (VRTX), is dedicated to the development of rare diseases, especially Cystic Fibrosis (CF). I have always had high respect for the rare disease group of pharmaceutical companies in the disease category. In addition, in the future, gene and cell therapies are subverting the role of rare diseases in the pharmaceutical industry, making rare diseases no longer uncommon. It's tasteless, but a field full of the future. Vertex Pharmaceuticals Inc. was established in 1989 by Joshua Boger and Kevin Kinsella. is headquartered in Boston. At that time, several very good research and development companies were established in the United States, including the aforementioned Regeneron, Gilead, and today's Vertex.  Vertex In the past, he devoted himself to the development of small molecule drugs, wh

 Three technology companies, Intel, Twitter, and Snapchat, released their latest quarterly earnings reports.  Let's take a look at their performance and the key information revealed at the earnings conference. Intel(INTC) stock forecast 2025  Several important data on Intel's earnings report beat expectations.  Among them, earnings per share were US$1.28, higher than the expected US$1.06, an increase of 12% over the same period last year; total revenue was US$18.5 billion, beating analysts’ expectations of US$17.8 billion.  However, in Intel's guidance for the next quarter, the Non-GAAP gross profit margin given is only 55%, which is far lower than the market's expected 59.2%.  The reason given by Intel is that it is worried that supply chain problems will limit profitability, and the expected chip manufacturing business will bring additional costs.  For chip companies, the market is most concerned about gross profit margin.  TSMC fell last week because of poor gross pr

  Few emerging technologies are as exciting as artificial intelligence. We have witnessed its ability to be applied in new ways, from quickly analyzing large amounts of data to improve the efficiency of hardware and software. C3.ai(AI) is one of the only companies in the world that develop artificial intelligence into independent services. In short, artificial intelligence is its entire business.  Investors avoided such stocks this year because large technology companies began to engage in artificial intelligence projects, raising concerns about increased competitive threats.  However, C3.ai continued to increase revenue, narrowed its losses, and added 82% of its customers in the fourth quarter of fiscal 2021. Therefore, the stock price has fallen about 60% so far this year, which may be a huge opportunity for those who want to get involved in this field.  A unique business case  Imagine that if a company needs to develop its own artificial intelligence, simplify data analysis, imp

Before the US stock market on July 19, US technology stocks continued their decline last Friday, and AMD's stock price also continued to fall.  AMD will announce the results of the second quarter of 2021 on July 27. The market expects this performance to be strong, so this round of decline may be a great opportunity to buy the stock.  financial indicator  Due to the strong market demand for CPU and graphics cards in 2021, AMD’s revenue is expected to exceed the maximum value of the financial guidance. AMD’s C&G business is expected to grow the most because higher-priced AMD Ryzen and high-end AMD Radeon sales continue to increase.  In terms of gross profit margin, the market expects AMD's gross profit margin in Q2 2021 will increase by 47% year-on-year.  If the average selling prices of CPUs and GPUs continue to rise in Q2 of 2021, and the ASPs of CPUs and GPUs will increase in Q1 of 2021, the gross profit margin may also increase by 48%.  CPU market share  With a large num