Interpretation of U.S. Stock Opportunities
$Tesla(TSLA.US)$NVIDIA(NVDA.US) $Alphabet(GOOGL.US)$Coinbase(COIN.US) $Vertiv(VRT.US)
1. First, let's talk about Tesla
Tesla's financial report is as follows:
Judging solely from the financial report, there will definitely be a sharp drop. Electric vehicles outperform traditional cars, and this is reflected in the gross margin. Of course, it depends on whether Elon Musk hypes up the robots. At the beginning of this year, I said that there is only one major theme in 2024, and that is AI. Back then, I recommended buying Nvidia, VRT, etc.
Of course, if you've been watching my interpretation videos these days, you probably haven't been trapped. We recommended buying Tesla at around 140 in late April and have been telling everyone to exit recently. For recent trades, I've also advised using the CD indicator for short-term buying and selling.
According to our agreement in the interpretation videos, whether it was last night or the night before, you should have exited. Because the blue ladder was broken. However, a big drop means a big opportunity. If Tesla ventures into autonomous driving, it could reach a trillion-dollar valuation, and the drop gives us a chance to buy six-month calls. I'll record a special video to explain this.
On the other hand, I've been pushing small-cap stocks recently. Earlier, I recommended TNA, DPST, etc.
The night before last, I mentioned VRT, and the CD indicator suggested buying at 79.9:
(The "buy the dip" in the image above is part of the CD indicator.)
Next, as long as the candlestick doesn't break the lower edge of the blue ladder, don't sell.
Fundamentally: Vertiv announced its latest quarterly results. The company's Q2 2024 net sales were $1.953 billion, compared to $1.734 billion in the same period last year, a 13% year-over-year increase. Net profit was $178 million, compared to $83.2 million in the same period last year, a whopping 114% increase. Q2 operating profit was $336 million, up 63% year-over-year. Adjusted operating profit was $382 million, up 52% year-over-year. This is pretty explosive.
As for Google, if the CD indicator suggests buying the dip and aligns with the sell signal around 190, there will be a new entry opportunity:
Another opportunity: Bitcoin-related stocks like MSTR and Coinbase are also worth considering. The reasoning: Under rate cuts, small-cap stocks will be revitalized, and the Bitcoin conference is coming. It's a good time to position.
Finally, for chip stocks like Nvidia, AMD, and TSMC, we need to wait for a bottom structure. As I mentioned last night, recent opportunities are actually in small-cap stocks like TNA, DPST, VRT, and U.
That's all for today's interpretation. I hope my insights can bring some new ideas to the Longbridge community members.
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