MimiVsJames

By MimiVsJamesBusiness Investing

MimiVsJames episodes

November 08, 2024 Overview of ARM's Quarterly Financial Report and Investment Recommendations
This analysis reviews ARM’s quarterly financial report and provides investment recommendations. The article examines ARM’s revenue growth, key drivers, and future projections, considering factors like licensing revenue, royalty income, and market competition.
24 min
November 07, 2024 The Prisoner's Dilemma in Federal Reserve Monetary Policy
Key Observations and Interest Rate Forecasts from the Latest Fed Meeting
Tomorrow, on November 7th (Eastern Time), the Federal Reserve will announce its November interest rate decision...
18 min
November 05, 2024Are the leading US indicators showing signs of a future economic slowdown?
The Conference Board Leading Economic Index (LEI) for the US fell in September.

The LEI for the U.S. once again signaled a recession in September, but according to our model, the next U.S. economic adjustment is likely to occur in the first half of 2025. However, given the resilient of the U.S. employment market, this economic adjustment is expected to slow down rather than result in a recession (defined as two consecutive quarters of negative growth)
10 min
November 04, 2024 Tesla Earnings Preview and Key Stock Price Focus After the Report
The earnings report will focus on Tesla’s gross and profit margins. Investors are watching for news on a lower-priced EV, which could lift Tesla’s stock. With a fair value of $200, declining short interest, and positive gamma, Tesla’s volatility may remain low. A break above $235 could target $271

16 min
November 03, 2024 How should we think about the impact of the SMCI incident and its implications for the future?
Explore the impact of the SMCI incident on the AI industry, including potential delisting risks, financial implications, and shifts in AI semiconductor stocks. This analysis offers insights for SMCI shareholders on navigating possible volatility.

https://open.substack.com/pub/mimivsjames/p/how-should-we-think-about-the-impact?r=4my5va&utm_campaign=post&utm_medium=web

13 min
November 02, 2024Alphabet's long-term valuation is still relatively low compared to other large tech companies
Growth in subscriptions, platforms, devices, and Google Cloud exceeded expectations.

Core search and advertising revenue also outperformed projections, indicating stability in the search business. However, competition with MSFT and META is expected to intensify.
13 min

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歡迎收聽 MimiVsJames ——帶你深入探索財經世界、投資策略與個人洞見。我們每週更新，解析最新市場趨勢、分享實用建議，並結合經濟原理，幫助你在瞬息萬變的市場中做出聰明決策。無論你是資深投資人，還是剛起步的新手，都能在這裡找到專屬於你的收穫。現在就加入我們，一起強化你的財務思維，打造屬於自己的理財之路！

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MimiVsJames

MimiVsJames episodes

About MimiVsJames