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Phoenix, USA
Joined June 2010
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$NIO. Just an incredible performance by $NIO. Nothing more to say ...
Give a ❤️ and follow @amootpoint
$NIO $XPEV $TSLA $BYD #ElectricVehicles #EV #ChinaStocks $KWEB
$NIO
-Sales up 87% since previous quarter
- Margins up to 12.2% from 9.2% since previous quarter
- 246% increase in Gross Profit form previous quarter
- Gross Margin up to 9.7% from 4.9%
- Net Loss has decreased by -16%
- Cash = $5.7 Billion.
Very strong quarter
Lose it, and the 200DMA near $84 comes into play. Worse, there's an unfinished gap in the $68–80 zone.
The business is improving. Will the stock give it time?
I think $INTC will hold the 200 DMA. Story is very solid with manufacturing and the CPUs needed for agentic.
$INTC $AMD $NVDA $SOXX $SMH $TSM
U.S. solar installations jumped 45% YoY in Q2'26, driven largely by utility-scale projects racing against tax-credit deadlines.
Meanwhile, $TAN is showing early signs of a weekly base near $44, but its 20W MA is still falling at $51.48.
On my watchlist as the base formation continues.
$TAN $SEDG $RUN $ENPH
This pair trade was called out before anyone else on this app. Sold NVDA at 220 to buy in snap at 5.25. Worked out extremely well.
DONT MISS OUT ON GREAT TRADES.
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Selling some $NVDA at $220 to buy $SNAP at $5.2 today. In my mind its a good risk reward trade off.
#amoopoint
Omg. @Mr_Derivatives follow. Wow. Inspires me to start posting regularly again. 🫡
#SuccessfulSunday
Sold part of my $CRWV position after reading this ...
Very interesting interview with a Former $NBIS employee explaining the relationship between $NVDA and the neoclouds and the views on $NVDA's new revenue-share partnership:
1. In his view, the recently announced revenue-share model of $NVDA with neoclouds like SharonAI and Firmus was more a result of Firmus, according to him, having financial trouble and SharonAI having problems regarding customers and investors.
2. He thinks the neoclouds hate this new model by $NVDA, as $NVDA has all the leverage over them; at the same time, they are paying a higher price for GPUs because they don't get the high discounts on buying in bulk.
3. He thinks that $NBIS and $CRWV would do these types of deals if they needed capital. He thinks $CRWV is in a worse position, as they have a significant financial gap given their big deals.
4. He mentions the relationship between $CRWV and $NVDA getting worse as $CRWV was upset that $NVDA didn't deliver the GPUs that $CRWV needed. According to him, they even threatened to go with another ASIC provider. At the same time, $NVDA is, according to him, upset with $CRWV as they are not respecting the roadmap that $NVDA wants. $CRWV wants to go after big clients for large deals, while $NVDA wants $CRWV to adopt a more sophisticated enterprise approach to provide more professional services.
5. According to him, $META has around 400k GPUS (H100, H200, and even some Blackwells) they want to sell as compute on the market, and that is going to put extreme pressure on the neoclouds, especially the lower-end ones that are deploying the older GPUs.
found on @AlphaSenseInc
Selling some $NVDA at $220 to buy $SNAP at $5.2 today. In my mind its a good risk reward trade off.
#amoopoint
Moot Point, Stocks + AI retweeted
Snapchat, $SNAP, earnings:
- Revenue: $1.59 billion, est: $1.53 billion
- EPS: -$0.1, est: -$0.12
