FinanceLinkway

  After the trading hours on May 13 (this Thursday), Coinbase Global (COIN) will release its first quarterly report.  Take this opportunity to give us a glimpse of the prospects of the first share of cryptocurrency exchanges.  Actually, on April 6, before Coinbase went public, it had already released a forecast for the first quarter of this year. The core data are as follows:  Revenue in the first quarter was approximately US$1.8 billion, a year-on-year increase of 842%; before the net profit was between US$730 million and US$800 million, the median was US$765 million, a year-on-year increase of nearly 23 times!  Assets on the platform are 223 billion US dollars, accounting for 11.3% of the market share of encrypted assets; 56 million verified users, and 6.1 million monthly transaction users (MTU).  It is worth noting that Coinbase's net profit margin reached a terrifying 42.5% in the first quarter, and the business model of “casino” is really profitable! ...

  ARKK ETF by Catherine Wood  Catherine Wood's Disruptive Innovation ETF  Warren Buffett is a stock god that everyone respected in the past, but in the past year, the female stock god Catherine Wood has become famous for the rising trend of technology stocks, and his head completely overshadows Buffett.   Therefore, this time I want to talk to you in detail about the prestigious history of this female stock god.  Catherine Wood founded ARK Investment in 2014 and listed the funds under her management under Exchange Traded Funds to facilitate investors to buy and sell, but the management fee is as low as some passive funds that track an index, about 0.75% per year.  Ark Investment launched 4 ETFs in September and October 2014. The themes are Next Generation Internet, Automation Technology and Robots, Innovative Technology, and Genetics.  Among them, Innovative Technology is currently the flagship ETF of Ark Investment and the most most popular ETF w...

  In the last year, the stocks rose relatively well. Another sector is e-commerce. Whether it is Amazon, Alibaba, JD.com, Pinduoduo, SEA or vertical e-commerce platforms Etsy and Chewy, all of them have experienced huge gains, while another category has benefited from the e-commerce sector.  The company is a website building tool company such as Shopify BigCommerce Holdings. Today I will talk about shopify, the leader of website building tools.  First, let's briefly talk about shopify's business model. To put it simply, shopify is a fool-like website building platform. In the past, when a company wanted to build a corporate website, it generally needed to find a dedicated person to design and maintain the website.  If you want to add shopping functions to the website, the cost of building the website will also increase. This is true for many small businesses and individual businesses.   A very difficult thing. Shopify uses the SAAS model to provide websit...

  Today I will talk about a stock that can be held for a long time was born in the field of electronic payment.   That is Square, another electronic payment company founded by Twitter co-founder Jack Dorcy.  In China, the development of payment methods jumped directly from debit cards to electronic payment, skipping the era of credit card payment, and there is no large-scale popularization. This is due to the continuous innovation of Alipay and Tencent Pay.   In the United States, credit card payment was very popular in the past, and the development of electronic payment was relatively slow. Therefore, domestic investors who often use Alipay and WeChat, look at Square's business, it will be very easy to understand, and the development path is relatively easy to predict.  Speaking of Square, I have to mention another giant in the electronic payment industry, PayPal. The predecessor of PayPal was Max Levchin, Peter Thiel, and Luke Nosek, founded by Con...

Today we are talking about Palantir Technologies Inc.(PLTR) the long-term growth stocks.  I have been paying attention to Palantir for a long time before the listing, but after the direct listing, the stock price fluctuated greatly, and the market's valuation faced great divergence. In addition, Palantir chose 80% of the shares to lift the ban three trading days after the financial report.  Therefore, I am also prepared to look at the market's reaction after the ban is lifted.  However, the stock price did not fall sharply due to the large-scale lifting of the ban. In this round of growth stock valuations, the decline of Palantir is not too large, at about 20%, but the valuation is more attractive than before.  From a perspective, I think Palantir is a company worth holding for a long time.  Palantir was founded in 2003 as a big data company with founders Peter Thiel, Alex Karp, Joe Lonsdale, Stephen Cohen, and Nathan Gettings.  Among them, the third and fo...

Today I will combine the latest trends in TSMC and the chip industry to talk about my views on the trend of TSMC stocks and related semiconductor stocks. The biggest news in the past few days is that Intel has invested 20 billion US dollars to build factories and enter chip foundry. Intel (INTC) stock forecast 2025 Intel’s new CEO Pat Kissinger released the ambitious "IDM 2.0" strategic plan on March 24 In summary, on the one hand, Intel will separate the chip manufacturing part and open up production capacity to provide foundry services. On the other hand, its own chips will expand the scope of finding other foundry companies. For example, looking for foundries such as TSMC and Samsung, we can interpret that Intel’s future business will have two parts: one is the foundry part and the other is the chip design part. If you look at Samsung Electronics, it originally has these two parts. Samsung’s chips are produced entirely by its own foundry company This is because Samsung’s f...

Not long ago, Christie’s, a century-old auction house, successfully auctioned a sky-high price for NFT digital artworks, which eventually sold for more than US$69 million. What is the meaning of NFT? The full name of NFT is Non-Fungible Token, which is a non-homogeneous token, which can be understood as a genuine authentication certificate encrypted by blockchain technology. Because of its encrypted and unique characteristics, it is currently widely used in the field of digital art. As long as it is a digital version of art, everything can be NFT, including but not limited to pictures, music, games, videos, and even a single tweet can become NFT. Jack Dorsey, the founder, and CEO of Twitter posted the first tweet "Just setting up my Twitter" on Twitter, which was only 5 English words, and the price was as high as 2.9 million US dollars. The NFT boom is sweeping, and related concept stocks have already taken off. There are many more popular science introductions about NFT, wh...

Ark Invest’s underlying logic and news about the latest Tesla ( TSLA ) valuation Let’s take a look at how Ark Invest’s Cathie Wood views the stock market that is currently rotating. Ark Invest’s underlying logic and news about the latest Tesla ( TSLA ) valuation. Ark Invest's underlying logic, Next is what Cathie Wood said in an interview with Bloomberg. "We have been paying attention to the fluctuation of stock prices, but our investment period is 5 years. When we experience a callback like this, the fund sector rotates very fast. I am very happy that the bull market is now expanding to other types of stocks. In 2016 At the end of the year, the share price of value stocks took off, and they were far away from growth stocks. Whenever I saw such a signal, I would say: Very good! This shows that the funds of the bull market are spreading to other stocks. This is good news. Over time, we have concentrated on investing in stocks that are particularly promising in our portfolio. Th...

Taking advantage of PayPal’s earnings report, let’s analyze PayPal’s latest situation and PayPal stock forecasts, especially for strong stocks like PayPal. How to buy stocks with few callbacks? PayPal issued a financial report. After the PayPal financial report came out, it rose by more than 7%, breaking a new high. PayPal's revenue First of all, let’s take a look at why PayPal has risen so well after the earnings report. PayPal’s earnings report is very dazzling. This earnings report is currently one of the strongest earnings reports in PayPal’s history. It has continuously refreshed the strongest earnings record. Let’s take a look at how good this financial report is. The number of new active users in the fourth quarter increased by 16 million, an increase of 72% over the same period a year ago. At present, PayPal’s total active users have reached 377 million. The growth of active users for the whole year of 2020 is 24%. Very beautiful user growth. Active merchants have also reac...