I have been running China as a single macro bet for two years, and the data sequence on July 14 and 15 broke something I thought I understood. On July 14, customs reported June exports at $412.4 billion, up 27% …
I spent the morning of July 14, 2026 reading the pricing release for what is now the largest Chinese semiconductor listing ever. The company priced at 8.66 yuan per share, roughly 308.9 times trailing earnings. The base deal is 6.688 …
Healthy balance sheet with virtually 0 debt Diluted EPS increasing Y/Y OP CF and FCF increasing Y/Y Rev increasing and net income increasing Y/Y As of this writing its priced below 1x sales What am I missing here?
[removed]
I've made a relative strength & weakness indicator for Tradingview, which is made for tech/growth stocks. It tracks QQQ moving averages and also moving averages of the stock being viewed. It works on simple principles: **Relative Strength** \-When QQQ crosses …
It’s a weird kind of learned behavior, but whenever I see this notification it almost always follows with a reversal. So most of the time I will seriously consider immediately selling. Only once on Robinhood have I seen a 50% …
[removed]
Netflix is a company pretty much everyone knows, especially in this sub. The stock has been hammered over the last few months, and it may have been for good reason this company at 40x earnings is overpriced. Well now we …
The meme stock scheduled posts will now run weekly and post Saturday afternoon and won't be a sticky; you're probably seeing this because automod sent you here! [Full list of meme stocks here.](https://www.reddit.com/r/stocks/wiki/meme-stocks) This will be updated every once in …