Knockouttrader @knockouttrader
Just a little goblin looking for the golden pot sharing information, discussing opinions, trading US and EU shares & options. No recommendations #DYOR Joined March 2019-
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$ENPH +6% $CSIQ +7.9% $SEDG +2% $JKS +2.4%
$ENPH +6% $CSIQ +7.9% $SEDG +2% $JKS +2.4%
$UBER to face some hard times in the near future, even though the impact of $TSLA fanboys isn´t surprising, you can not deny the positive sentiment towards Robotaxi VS. comps
$UBER to face some hard times in the near future, even though the impact of $TSLA fanboys isn´t surprising, you can not deny the positive sentiment towards Robotaxi VS. comps
Another day with (Chinese) solar stocks in focus: Idk if this might lead to some overall nearterm sentiment improvement for US names but if you do, names with direect exposure to China ( $ENPH, $SEDG, $CSIQ, $JKS ) might be the more interesting plays than pure US-centric plays…
Yesterday Goldman hosted the $PONY AI´s management team at its Asia Leaders Conference 2025. Key takeaways: - Accelerated Gen-7 Robotaxi production on track to reach 1,000 units eoy - Expanding fully driverless commercial operation in Shanghai and other Chinese regions - Focus…
$DUOL weak today, Yipit with some negative data on decelerating 3QTD Subscription Bookings as well as decelerated July app MAU Y/Y. YTD chart doesn´t look very good either, seems like we have more potential downside below the psychological mark of $300 down to $275. If data…
UBS with a positive comment on Puma´s near term performance that might be disconnected from the fundamentals. Upgrading the stock to Neutral from Sell, new PT €20.9 $PUM.GY
Another great call made right here
Bloomberg Intelligence with an interesting renewables story today: "A looming AI-driven power crunch in Texas bolsters the 2026-28 solar- and battery-demand outlook, defying an expected industry slowdown and helping push First Solar's sales growth above 20% the next two years…
This reads strange, doesn´t it? Does this mean lower demand than expected for $AMD GPUs and $META is more cautious (overall) because they do not trust the new Pollara NIC? "In addition AMD is renting back most of AMD GPUs that their neocloud partners are unable to sell" "Note…
This reads strange, doesn´t it? Does this mean lower demand than expected for $AMD GPUs and $META is more cautious (overall) because they do not trust the new Pollara NIC? "In addition AMD is renting back most of AMD GPUs that their neocloud partners are unable to sell" "Note…
Wedbush with a potential negative comment on $UBER Eats traffic and App MAU: "We note engagement and traffic trends QTD for Uber are tracking less positive vs expectations. Uber Eats web traffic has risen +8% Y/Y in July, decelerating from +11% Y/Y in 2Q. On consolidated basis,…
$PDD Listening to the CC They are talking about intensified competition in the e-commerce industry as well as the low local small merchandise market facing intense commoditized competition, too. With many merchants and factories operating with same profit margins and low…
Maybe ... and I really mean maybe ... this could be a positive one for $MU right? This decision point in early 2026 could influence how much of the next-gen AI GPU memory market Micron captures. Its impact depends on whether Micron can match SK Hynix’s reliability and whether…
Maybe ... and I really mean maybe ... this could be a positive one for $MU right? This decision point in early 2026 could influence how much of the next-gen AI GPU memory market Micron captures. Its impact depends on whether Micron can match SK Hynix’s reliability and whether…
Imagine @TheRoaringKitty quit $CHWY on friday with this strange weakness and joining retail in $OPEN … that would be next level madness
All of those names moving back to the VWAP after the initial Powell spike but then bouncing back up shows a lot of confindence in the market right now. Probably there is still a lot of money sidelined which might be invested right now with some uncertainty gone
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