美股重點新聞

hedge funds short green energy long 傳統能源，price in Trump勝選後能源政策，me走咗好耐

另外DC偏好核能多啲，solar 馬馬地

都係 CCJ OKLO 呢啲爆到痴晒線
but how do u think about US Election? Surely Trump could win this election?

睇民調目前Trump贏到開巷

荷G 贏可以allin fslr

難啲，除非又做假數

Seems go to $110

幾時再減息呀大佬

樓豬又av，又mrvl, 唔怕重覆咩

炒頭一浸姐

有咩問題

MS said MRVl’s CoWoS booking at TSMC is 3x higher in 2025 vs 2024, which means there could be 400k units of Tranium 2 in 2025 and 5-600k of Inferentia 2.5 in 2025.

平倉NOW DDOG MNDY

樓主有料

av 同mrvl 都係做同一樣野

now 插左，樓豬走得靚

TSLA RESULTS: Q3
- ADJ EPS $0.72, EST $0.60
- EPS $0.62
- Revenue $25.18B, EST $25.43B
- Gross margin 19.8%, EST 16.8%
- Operating income $2.72B, EST $1.96B
- Free cash flow $2.74B, EST $1.61B
- Capital expenditure $3.51B, EST $2.56B

Tesla: recognized our second highest quarter of regulatory credit revenues

Tesla: expect to achieve slight growth in vehicle deliveries in 2024, energy storage deployments expected to more than double year-over-year in 2024

TSLA: as energy storage products continue to ramp, vehicle fleet continues to grow, we expect continued profit growth from these businesses over time
Tesla: cybertruck production increased sequentially and achieved a positive gross margin for first time

Bernstein:

點睇N卡

MMYT 點睇