Thursday, February 24, 2022

OSTK Looks Like A Great Investment OSTK 看来是个好投资

Overstock.com, Inc.  (OSTK 52.33) operates as an online retailer in the United States. It operates through Retail, tZERO, and Medici Ventures segments. The company offers furniture; and home decor, including area rugs, bedding and bath, home improvement, kitchen and dining items, and other related products. It also operates Supplier Oasis, a single integration point for partners to manage their products, inventory, and sales channels, as well as obtain multi-channel fulfillment services through its distribution network. In addition, the company offers businesses advertising products or services on its website. It provides its products and services through its internet websites, which include overstock.com, o.co, overstock.ca, and overstockgovernment.com. Further, it focuses on the development and management of financial applications of blockchain technologies. The company was formerly known as D2-Discounts Direct and changed its name to Overstock.com, Inc. in October 1999. Overstock.com, Inc. was fo ended in 1997 and is headquartered in Midvale, Utah.

After dropping 72% from all time high 128.50 in August 2020 to February 2022 low at 35.67, things are looking up to OSTK. Followings factors are positives for OSTK:

1. Q4 2021 earnings came in at $0.36, beat consensus estimate by $0.10.

2. Intercontinental Exchange (ICE) announced a strategic investment in tZERO, OSTK 80% own  trading platform for cryptocurrencies and digital assets.

3. Today, Bank of America rates OSTK Buy, raises price target  from 80 to 85. DA Davidson rates OSTK Buy, raises price target from 157 to 161. Analysts consensus price target is 111, much higher than today's price of 52.33.

4. OSTK is a value stock: PEG 0.32, Book Value 16.49, Debt/Equity 0.06.

5. OSTK is a growth stock: Estimated annual EPS growth for the next 5 years is 45%. 

6. OSTK gets institution support, institutions own 80.5% of stock.

7. OSTK is a short squeeze candidate: Only 42.63 millions share float, short as a percentage of float is a high 15.73%.

8. OSTK daily chart has formed a bullish Double Bottom pattern. Resistances are 60 then 70.  Supports are 46.5 then 42.






Overstock.com, Inc. (OSTK 52.33)在美国作为在线零售商运营。它通过零售、tZERO 和 Medici Ventures 部门运营。公司提供家具;和家居装饰,包括地毯、床上用品和浴室、家居装修、厨房和餐饮用品以及其他相关产品。它还运营Supplier Oasis,这是合作伙伴管理其产品、库存和销售渠道以及通过其分销网络获得多渠道履行服务的单一集成点。此外,该公司还在其网站上为企业提供广告产品或服务。它通过其互联网网站提供产品和服务,包括 overstock.com、o.co、overstock.ca 和 overstockgovernment.com。此外,它专注于区块链技术的金融应用的开发和管理。该公司前身为 D2-Discounts Direct,并于 1999 年 10 月更名为 Overstock.com, Inc.。Overstock.com, Inc. 成立于 1997 年,总部位于犹他州米德维尔。

在从 2020 年 8 月的历史高点 128.50 下跌 72% 至 2022 年 2 月的低点 35.67 之后,OSTK现在一切看好。以下是对 OSTK 的有利因素:

1. 2021 年第四季度收益为 0.36 美元,超出市场预期 0.10 美元。

2. 洲际交易所(ICE)宣布战略投资tZERO,OSTK拥有80%的加密货币和数字资产交易平台。

3. 今天,美国银行对OSTK的评级为买入,将目标价从80上调至85。DA Davidson对OSTK的评级为买入,将目标价从157上调至161。分析师的共识目标价为111,远高于今天的52.33。

4. OSTK是价值股:PEG 0.32,账面价值16.49,债务/权益0.06。

5. OSTK是成长型股票:预计未来5年EPS年增长率为45%。

6. OSTK获得机构支持,机构持股80.5%。

7. OSTK是空头挤压股票:只有4263万股流通股,空头占流通股的比例高达15.73%。

8. OSTK日线图形成了看涨的双底形态。阻力位是 60 和 70。支撑位是 46.5 和 42。








Wednesday, February 23, 2022

Where Might The Nasdaq Drop To 纳指可能跌到哪里

The Nasdaq Composite has dropped 19.57% from its all time high of 16212 in November 2021 to today's close 13037. It looks likely that it may enter bear market territory tomorrow by down more than 20% from all time high since the Nasdaq 100 index future is dropping sharply by over 341 points in after hour trading. 

                                    Source: Finviz.com


To project how far the Nasdaq Composite might go down to, I am drawing Fibonacci lines dividing the rise from March 2020 low to November 2021 high in the weekly chart. I see that the 38.2%, 50%, and 61.8% retracement levels are sitting at 12552, 11422 and 10291 levels respectively. These will represent -22.8%, -29.6% and -36.5% respectively from all time high. Since the first level (12552, down 22.8% from all time high) is so close, it will likely be reached immediately. Next is retracing 50% of the rise to 11422 and it represent 29.6% down from all time high and it is a normal stopping point. However, if the market is weak, it may retrace 61.8% of the rise down to 10291 level which represents a 36.5% drop from all time high.  I am projecting the Nasdaq Composite will likely go down to between 11422 to 10291 area. 








纳斯达克综合指数从 2021 年 11 月的历史高点 16212 下跌 19.57% 至今天的收盘价 13037。因为纳斯达克 100 指数期货盘后大跌逾341点,纳斯达克综合指数明天可能会从历史高点下跌超过 20% 而进入熊市。

                                    源自Finviz.com

为了预测纳斯达克综合指数可能下跌的幅度,我在周线图中绘制了斐波那契线,将 2020 年 3 月的低点与到 2021 年 11 月的高点的涨幅分割。我看到 38.2%、50% 和 61.8% 的回撤水平分别位于 12552、11422 和 10291 水平。这些将分别代表从历史最高点-22.8%、-29.6%和-36.5%。由于第一个回撤水平(12552,从历史高点下跌 22.8%)是如此接近,很可能会立即达到。接下来是回撤50% 的涨幅至 11422,它代表从历史高点下跌29.6%,这是一个正常的止跌点。然而,如果市场疲软,它可能会回撤涨幅的61.8%至 10291 水平,即从历史高点下跌 36.5%。我预计纳斯达克综合指数可能会跌至 11422 至 10291 区域之间。




Stock Market January Lows Are to be Violated To The Downside 美股一月低位将被向下击穿

Seeking Alpha: “In Goldman Sachs' worst case scenario, a 10% decline in the Russian ruble would push the S&P 500 down another 6%, with several more percentage points of weakness seen in Europe. Deutsche Bank also pointed out that typical geopolitical selloffs are usually around 6%-8% on average, taking three weeks for stocks to bottom and another three for them to recover. Besides escalating tensions between Moscow and Kyiv, Wall Street is also dealing with a surge in inflation and quantitative tightening. Investors have been trying to size up the Fed's path forward in recent months and some economists are warning that inflation could even top 10% should Russian actions result in an energy supply shock. Bets on aggressive rate hikes are moving up again in response, with swaps traders now pricing in a better than 35% chance of a half-point move in March, up from under 15% earlier this week. Fed Governor Michelle Bowman has also suggested a 50 bps increase could be in the cards if the ne xt inflation readings come in too high.”

My take is TSLA, AAPL, MSFT, NVDA valuations are still too high. Their PEG is too high, they are 7.69, 1.84, 1.76 and 1.75 respectively while the normal PEG should be around 1. And they all have terrible charts. They will likely continue to be sold and will be the stocks that drag the market down. 

Conclusion: Big tech stocks will still be falling, the Fed's meeting starting on March 15 will decide to raise interest rates as inflation continue to rise, and the situation in Russia and Ukraine and the economic sanctions against Russia by the United States and European allies will intensify. Major indexes' January lows will struggle to hold, although there may be some technical rebound there.  However, there is basically no incentive for the market bounce to last.



















Seeking Alpha:“假如俄乌开战,高盛的最坏情况是俄罗斯卢布下跌 10% 将使标准普尔 500 指数再下跌 6%,欧洲将出现更多个百分点的疲软。德意志银行指出,典型的地缘政治抛售通常平均在 6%-8% 左右,股市需要三周时间才能触底,另外需要三周时间才能恢复。除了莫斯科和基辅之间不断升级的紧张局势外,华尔街也在应对通胀飙升和量化紧缩。近几个月来,投资者一直试图评估美联储的前进道路,一些经济学家警告称,如果俄罗斯的行动导致能源供应冲击,通胀甚至可能超过 10%。作为回应,对激进加息的押注再次上升,Swap交易员现在预计 3 月份加息 0.5 个百分点的可能性高于 35%,高于本周早些时候的不到 15%。美联储理事米歇尔鲍曼还暗示,如果下一个通胀数据太高,可能会加息 50 个基点。”

我的估计是TSLA,AAPL,MSFT,NVDA估值还是过高。它们的PEG分别是过高的7.69,1.84,1.76及1.75 而正常的PEG应该是1附近。另外,它们的图表实在是不可恭维。它们将会继续被抛售,将是拖累大市下跌的股票。

结论:大科技股还要跌,通胀继续攀升,联储3月15开始的会议将决定加息, 俄乌情况及美国和欧洲盟国对俄国的经济制裁会愈演越烈, 继续变坏。各大指数的一月低位将难以守稳,尽管在哪里或还会有些技术性反弹。市场基本上没有借口能维持上升。




















Sunday, February 20, 2022

Pi币成功在望,前途无限

经历了三年的发展,Pi币成功在望。 现在关闭主网已经运作了一段时间,快将推出KYC用户认证,认证后就能正式把挖到的Pi币放进Pi钱包使用,跟着就是主网开放应用。主网开放应用时不分国界的用户很可能会达到6000万并且会继续增加。这是加密货币史无前例的创举,其它加密货币无一能及。因为它的广泛流行及交易速度快和费用低廉,可以想像商户将会争相采用Pi币做交易。另外加密货币交易所也会争相把它列为可交易货币之一。




Pi币是真实的而且前途无限,参与免费挖矿还为时不晚。Pi币的开采是免费的,用手机便可。在达到 1 亿矿工的目标之前,可能还有大约半年的时间来免费开采 Pi。如果您已经是Pi成员,请记得每24小时激活挖矿。还没参与免费 Pi 挖矿,您只需使用此链接 https://minepi.com/kimwpinet 安装 App,并使用 kimwpinet 作为邀请码,开始 24 小时开采您自己的 Pi 币。

请在此博客中搜索 Pi 以获取更多有关 Pi 信息的博文。

下面是非常不错有关Pi币的2个讲说:

Pi network 一位海外華人對派幣的認知

https://www.youtube.com/watch?v=tLeex6jyTw8

Pi network 派幣: 三年不鳴,一鳴驚人!

https://www.youtube.com/watch?v=pBdWy9IJ6x4


预则神准的辛普家庭动画节目中有Pi飙升的画面:

https://twitter.com/DevelopersVN/status/1492016594456748035 (请复制和粘贴到浏览器才能直接观看视频)






Friday, February 18, 2022

Here Is Why F Is A Buy F 可买的理由

Ford (F 17.92) has been down nearly 30% from its 10 year high of 25.74 and is now finding support at 17. F looks like a good buy especially when high valuation growth stocks are being killed since F has excellent valuation and growth prospect. It is especially a much safer investment than other high valuation EV stocks. Followings are the positives for F:

1.  Ford CEO and team are looking at ways to boost Ford's valuation as Seeking Alpha reports that "Ford Motor (F) stock received a jolt on Friday after CEO Jim Farley is reported to be looking at ways to run the automaker's electric vehicle business as a standalone entity. Farley is reportedly considering a spinoff of either the ICE or EV business, as well a potential restructuring. Ford (F) is also said to be looking at a separate capital raise for the EV business."

2. Seeking Alpha Quant Ratings for Ford are Valuation A-, Growth A-. Profitability A+, Momentum A+, Earning Revision B+ , how often do you find a stock with such great ratings. 

3. Extreme valuation: Book Value 12.14, Cash/Share 12.01, PEG 0.05, Price/Sales 0.53, Dividend 2.25%.

4. It is a company with strong growth ahead: Annual EPS growth for next the year is projected to be 74%.

5. Ford still has a 12% stake in Rivian (RIVN), shares that are now worth billions of dollars.

6. Analysts consensus rating is 2.5 (Moderate Buy), average of 6 latest analysts price target is 23.3.

7. Technicals: F found support at around 17, further support is at 200 day moving average at 16.33. Near term resistances are 19, then 20.5.

Ford Motor Company (F)designs, manufactures, markets, and services a range of Ford trucks, cars, sport utility vehicles, electrified vehicles, and Lincoln luxury vehicles worldwide. It operates through three segments: Automotive, Mobility, and Ford Credit. The Automotive segment sells Ford and Lincoln vehicles, service parts, and accessories through distributors and dealers, as well as through dealerships to commercial fleet customers, daily rental car companies, and governments. The Mobility segment designs and builds mobility services; and provides self-driving systems development services . The Ford Credit segment primarily engages in vehicle-related financing and leasing activities to and through automotive dealers. It provides retail installment sale contracts for new and used vehicles; and direct financing leases for new vehicles to retail and commercial customers, such as leasing companies , government entities, daily rental companies, and fleet customers. This segment also offers wh olesale loans to dealers to finance the purchase of vehicle inventory; and loans to dealers to finance working capital and enhance dealership facilities, purchase dealership real estate, and other dealer vehicle programs. Ford Motor Company has a strategic collaboration with ARB Corporation Limited to develop a suite of aftermarket products for the new Ford Bronco. The company was founded in 1903 and is based in Dearborn, Michigan.







福特 (F 17.92) 已从其 10 年高点 25.74 下跌近 30%,目前在 17 处获得支撑。F 看起来是一个不错的买入选择,因为 F 具有出色的估值和增长前景,尤其是当高估值成长股被屠杀时。与其他高估值电动汽车股票相比,它尤其是一种更安全的投资。以下是 F 的正面因素:

1. 福特首席执行官和团队正在寻找提高福特估值的方法,因为 Seeking Alpha 报道称,“福特汽车 (F) 的股票在周五受到震动,此前有报道称,福特汽车 (F) 首席执行官吉姆·法利 (Jim Farley) 正在寻找经营该汽车制造商电动汽车业务的方法,一个独立的实体。据报道,法利正在考虑分拆 ICE 或 EV 业务,以及可能的重组。据说福特 (F) 也在考虑为 EV 业务单独筹集资金。”

2. 福特的 Seeking Alpha Quant 评级为估值 A-,增长 A-,盈利能力 A+,动量 A+,盈利修正 B+,能有评级如此高的股票很难得。

3. 极好的估值:账面价值12.14,现金/股12.01,PEG 0.05,价格/销售额0.53,股息2.25%。

4. 未来成长强劲的公司:预计未来5年每年EPS增长率为74%。

5. 福特仍持有 Rivian (RIVN) 12% 的股份,这些股份现在价值数以十亿美元计。

6.分析师一致评级为2.5(中度买入),最新6位分析师平均一年目标价为23.3, 最低19,最高26。

7.技术分析:F在17附近获得支撑,进一步的支撑在200日均线16.33。近期阻力位是 19,然后是 20.5。

福特汽车公司 (F) 在全球范围内设计、制造、销售和服务一系列福特卡车、轿车、运动型多功能车、电动汽车和林肯豪华车。它通过三个部门运营:汽车、移动和福特信贷。汽车部门通过分销商和经销商以及经销商向商业车队客户、日常租赁汽车公司和政府销售福特和林肯汽车、维修零件和配件。移动部门设计和构建移动服务;并提供自动驾驶系统开发服务。福特信贷部门主要通过汽车经销商从事与汽车相关的融资和租赁活动。为新车和二手车提供零售分期付款销售合同;将新车直接融资租赁给零售和商业客户,如租赁公司、政府实体、日租公司和车队客户。该部门还向经销商提供批发贷款,以资助购买车辆库存;向经销商提供贷款,以资助营运资金和加强经销商设施、购买经销商房地产和其他经销商车辆计划。福特汽车公司与 ARB Corporation Limited 达成战略合作,为新款福特 Bronco 开发一套售后市场产品。该公司成立于 1903 年,总部位于密歇根州迪尔伯恩。




Wednesday, February 16, 2022

This Stock Has Bottomed 这只股票已经触底

After dropping 93% from all time high (20) to all time low (1.25),  HOOK made a big come back today by surging almost 62% with 364 times average volume changing hand. Today's surge in price caused stock to recovered above its 20 and 50 day moving averages on the daily chart. This means HOOK's short and intermediate trends are now up. On the weekly chart, I see prices which HOOK is going to challenge are 3, 5 and 7. Followings are positives for HOOK:

1. Today's news is the announcement of an agreement between HOOK and GILD for advancing the HIV program through the end of a Phase 1b clinical trial. HOOK will receive a $15 million upfront fee with the amended agreement. It will also receive a $5M equity payment investment from Gilead (GILD) and up to $30M in additional equity financing. These amounts are significant since HOOK's annual revenue is only 19.7 millions. 

2. There are 7 drugs in HOOK's research pipeline. Merk(MRK) and Gilead (GILD) are two major drug makers that HOOK is working with.

3. HOOK is a value play since its book value is 3.29 and cash is 2.59 per share and negligible debt. 

4. HOOK can move fast because it only has 23.54 million shares float, institutions are holding 72% and there are 10.47% shorts.

5. Analysts consensus rating is Strong Buy with 8.37 price target.

HOOKIPA (HOOK 2.07) is responsible for advancing the HIV HOOKIPA Pharma Inc., a clinical stage biopharmaceutical company, develops immunotherapeutics targeting infectious diseases and cancers based on its proprietary arenavirus platform. The company's lead infectious disease product candidate is HB-101, which is in a randomized double-blinded Phase II clinical trial in patients awaiting kidney transplantation from cytomegalovirus-positive donors. Its lead oncology product candidates are HB-201 and HB-202 that are in Phase I/II clinical trial for the treatment of human papillomavirus 16- positive cancers. The company has a collaboration with Gilead Sciences, Inc. to develop infectious disease product candidates intended to support functional cures for chronic Hepatitis B virus and human immunodeficiency virus infections. HOOKIPA Pharma Inc. was incorporated in 2011 and is headquartered in New York , New York.








在从历史最高点 (20) 下跌 93% 至历史最低点 (1.25) 之后,HOOK 今天以 364 倍的平均交易量换手,飙升近 62%,强势回归。今天的价格飙升导致股票在日线图上回升至其 20 日和 50 日移动平均线之上。这意味着 HOOK 的短期和中期趋势现在已经是上涨。在周线图上,我看到 HOOK 将挑战的价格是 3、5 和 7。以下是 HOOK 的正面因素:

1. 今天的新闻是 HOOK 和 GILD 之间宣布达成一项协议,以推进 HIV 计划直至 1b 期临床试验结束。协议称HOOK 将获得 1500 万美元的预付费用。它还将获得来自吉利德 (GILD) 的 500 万美元股权支付投资和高达 3000 万美元的额外股权融资。由于 HOOK 的年收入仅为 1970 万美元,因此这些金额是非常可观的。

2. HOOK在研药物有7个。 Merk (MRK) 和 Gilead (GILD) 是 HOOK 正在与之合作的两家主要制药商。

3. HOOK 是只价值股,因为其账面价值为 3.29,现金为每股 2.59及可忽略的债务。

4. HOOK可以上升得快因为它只有2354万股流通股,机构持股72%,空头10.47%。

5. 分析师一致评级为强力买入,目标价为 8.37。


HOOKIPA(HOOK 2.07)负责推进HIV HOOKIPA Pharma Inc.,一家临床阶段的生物制药公司,基于其专有的沙粒病毒平台开发针对传染病和癌症的免疫疗法。 该公司研发的主要传染病产品是 HB-101,这是一项随机双盲 II 期临床试验,用于等待巨细胞病毒阳性供体肾移植的患者。 其主要的肿瘤学产品是 HB-201和 HB-202,它们正在 I/II 期临床试验中用于治疗人乳头瘤病毒 16 阳性癌症。 该公司与 Gilead Sciences, Inc. 合作开发传染病候选产品,旨在支持慢性乙型肝炎病毒和人类免疫缺陷病毒感染的功能性治疗。 HOOKIPA Pharma Inc. 成立于 2011 年,总部位于纽约州纽约市。





Thursday, February 10, 2022

Nasdaq To Test January Low 纳指会再度下探一月低位

In January, the CPI increased by 7.5% over the same period last year, which was higher than the consensus expectation of 7.3%. The 7.5% increase is the largest increase in 40 years. The 10-year treasury bond yield has exceeded the 2% mark today. The CME Fed Watch tool shows a 100% chance of a rate hike in March and a 56% chance that the Fed may decide to raise rates by 0.5 to 0.75% at its March 16 meeting. 

U.S. stocks opened sharply lower, but dip buying forces caused U.S. stocks to rebound to a small positive at one point.  However, the continued weakness of the big tech stocks led to a failed rebound and is now trending down again. Since the Nasdaq has rebounded 10.8% from a low of 13095 to 14510 in the past three weeks, which is a bit excessive, coupled with the bad news of inflation this morning and influential earnings reports have already been out and lack of upside catalyst,  it is likely the Nasdaq Composite will go down searching for bottom . The January low of 13095 is the first downside target. Nasdaq resistance is today's high at 14,510, followed by the 200-day moving average at 14,739. Support is the 20-day moving average at 14132 and then at 13095.







1月份CPI比去年同期增长7.5%并高于7.3%的综合预期,为40年来增长最多。10年国债回报率向上突破2%关口。 CME Fed Watch工具显示3月加息的几率是100%并且有56%机会联储会在3月16日的会议中决定加息0.5到0.75%。

美股开市大跌,但逢低买入势力推动美股反弹到曾经小幅上升。不过科技大股的持续弱势导至反弹失败,现在再度下跌。纳斯达克指数过去三个星期从低位13095到14510已经反弹了10.8%,有些过度,加上今早的通涨坏消息和重要财报已经报出而缺乏上升催化剂的情况下,纳指继续下跌探底的机会大。一月低位13095是下跌目标。纳指阻力是今天高位14510,然后是难过的200日均线水平14739。支撑是20日均线14132然后是13095。




Tuesday, February 8, 2022

Things To Know About PTON 关于 PTON

Peloton (PTON $37.27), an interactive fitness products company serving North America and internationally was extremely popular among investors during the Covid-19 pandemic in 2020. It stock surged 867% from 2020 low of $17.70 to 2020 high of $171.09. It then proceed to drop 87% to 2022 low of $22.81. It has basically gone through a boom and bust cycle due to the frenzy following by ignorant and emotional driven investors. This is a classic meme stock that new stock investors should have learned a lesson from. However, in the last couple of days, PTON jumped 51.5% with tremendous volume due to takeover talks and company restructuring. The big upside momentum and huge following of the stock are likely to bring forth more upside for PTON. A short term tradable rally has developed. Followings are what you need to know about PTON:

。Company announced  restructures:
New CEO and president ( John Foley will be replaced by more experienced Spotify , changes to board of directors,  cut cost to save $800 millions a year with the followings actions : new manufacturing strategy which will abandon its Peleton Output Park project and rely instead on third-party suppliers, cut jobs by 2800, slashes capital expenditures by $150 millions

。Takeover talks:
According to Seeking Alpha: "On Friday, it was reported that Amazon (AMZN) has met with advisors to discuss buying Peloton (PTON). Should a deal come to fruition, it would lead to many benefits for the tech giant, including benefits for its Prime subscription service, investment firm Truist said. Truist analyst Youssef Squali said an acquisition of Peloton would "dramatically" improve the value proposition for both Prime and Peloton, while "making it extremely hard for fitness competitors to follow suit."Nike (NKE) has also met with advisors, according to the Financial Times. In a note to clients, Wedbush Securities analyst Dan Ives said Apple (AAPL) was a favorite to purchase Peloton, saying it could help the company's Fitness+ service and Apple Watch business. "

Other suitors for Peloton are speculated to be: Nike (NKE), Disney (DIS), Adidas (ADDY), Lululemon(LULU), Bershire Hattaway (BRK.A), Softbank (SFTBY) and Google (GOOG).

Blackwells Capital think PTON could fetch a takeover price of $75.

。Analysts ratings:
Canaccord Genuity maintained PTON coverage with Buy, price target $56.
Baird maintained PTON coverage with Outperform , price target $46.
Consensus price target for 19 analysts is $47.65.

。Other positives:
Price to Sales is a healthy 2.35.
Debt/Equity is a reasonable 0.56.
EPS estimated for next year is +70.7%.
Institutions own 79.5% of stock (institution sponsorships).
Short % is 11,74% (short squeeze potential).
Still 81% below its all time high of 171.09.
It is still one the most followed stock among social medias.

。Technicals analysis:
PTON broke above its 50 day moving average 34.89 with 10 times average volume. CCI crossing 0 and +100 are buy signals. Resistances to tackle are $40, 50 and 56. Supports are $35 and $29.












Peloton (PTON 37.27美元) 是一家服务于北美和国际的互动健身产品公司,在 2020 年 Covid-19 大流行期间深受投资者欢迎。其股价从 2020 年的低点 17.70 美元飙升至 2020 年的高点 171.09 美元,飙升了 867%。然后它下跌 87% 至 2022 年的低点 22.81 美元。由于无知和情绪化的投资者的狂热追随,它基本上经历了繁荣和萧条周期。这是一只经典的名因(meme)股票,新股票投资者应该从中吸取教训。然而,在过去的两天里,由于盛传被收购和公司重组,PTON 以巨大的成交量上涨了 51.5%。该股的巨大上涨势头和众多的追随者可能会为 PTON 带来更多的上涨空间。一个短期可交易获利的形势已经造成。以下是您需要了解的有关 PTON 的信息:


。公司宣布重组:
新的 CEO 和总裁(John Foley 将由更有经验的 Spotify 前高层取代),重组董事会,通过以下行动削减成本以每年节省 8 亿美元:新的制造战略将放弃其 Peleton Output Park 项目,转而依赖第三方供应商,裁员 2800 人,今年资本支出削减 1.5 亿美元

。收购讨论:
Seeking Alpha 称:“据报道,周五,亚马逊 (AMZN) 已与顾问会面,讨论购买 Peloton (PTON)。如果交易达成,将为这家科技巨头带来许多好处,包括为投资公司 Truist 表示,其 Prime 订阅服务。Truist 分析师 Youssef Squali 表示,收购 Peloton 将“显着”提高 Prime 和 Peloton 的价值,同时“让健身竞争对手极难效仿。”。据英国《金融时报》报道耐克 (NKE)也和顾问谈了收购PTON。韦德布什证券(Wedbush Securities)分析师丹·艾夫斯(Dan Ives)在给客户的一份报告中表示,苹果(AAPL)是收购 Peloton 的最适合者,称这有助于该公司的 Fitness+ 服务和 Apple Watch 业务。”

据推测,Peloton 的其他追求者包括:迪斯尼 (DIS)、阿迪达斯 (ADDY)、露露柠檬 (LULU)、伯希尔哈塔威 (BRK.A)、软银 (SFTBY) 和谷歌 (GOOG)。

Blackwells Capital 认为 PTON 的收购价格可能为会达到75美元一股。


。分析师评分:
Canaccord Genuity 维持对 PTON 的跟踪,评级为买入,目标价 56 美元。
Baird 维持对 PTON 的的跟踪,评级为表现优于大盘,目标价 46 美元。
19 位分析师的综合目标价为 47.65 美元。

。其他正面因素:
销售价格比是健康的 2.35。
债务/资产是合理的 0.56。
预计明年每股收益为+70.7%。
机构拥有79.5%的股份(多机构赞助)。
空头百分比为 11.74%(有空头挤压潜力)。
价格仍比历史高点 171.09 低 81%。
它仍然是社交媒体中最受关注的股票之一。

。技术分析:
今天PTON 以 10 倍的平均成交量突破了 50 天移动平均线 34.89美元。 CCI 穿越 0 和 +100 都是买入信号。将挑战的阻力位是 40、50 和 56 美元。支撑位是 35 美元和 29 美元。






Sunday, February 6, 2022

Pi Celebrated Globally 全球各地庆祝Pi币盛况

Pi is getting popular around the world. Number of miners has likely reached mid-30million and is increasing about a million per month. No crypto has this much support as Pi coin before trading . It's destine to be very popular and hot when it is listed in exchanges later this year.

Pi coin is real and has a bright future.  It is not too late to participate on free mining. It may still has about half a year to mine Pi free before the 100 million miner goal is reached. If you already mining Pi, please remember to re-trigger mining every 24 hours. To participate in free Pi mining, all you need to do is use this link https://minepi.com/kimwpinet to install the App, and use kimwpinet as the invitation code to start mining your own Pi coin 24 hours a day.

Please search for Pi in this blog for more of my Pi blogs for information on Pi.

I recommend highly on the following excellent YouTube videos on Pi:

The Pi Life Style Economy's Pi introduction video:

https://www.youtube.com/watch?v=UgGoUczNp8o

Latest Wes Spenser's video on Pi development:

https://www.youtube.com/watch?v=QWHj_4PrdWM

Christian Rauchenwald's 1Pi=$100 video:

https://www.youtube.com/watch?v=ajCEGLNLNJo

How does Pi Life Style Economy work (mandarin):

https://www.youtube.com/watch?v=bO_kWzMAFeE


Please see links for twitter report on global celebrations at the very end of this blog.




Pi 在世界范围内越来越受欢迎。 矿工的数量可能已达到 3000 万左右,并且每月增加约 100 万。 在交易之前,没有任何加密货币像 Pi 币那样得到如此多的支持。 注定今年晚些时候在交易所上市时会非常火爆。

Pi币是真实的而且前途无限,参与免费挖矿还为时不晚。在达到 1 亿矿工的目标之前,可能还有大约半年的时间来免费开采 Pi。如果您已经是Pi成员,请记得每24小时激活挖矿。还没参与免费 Pi 挖矿,您只需使用此链接 https://minepi.com/kimwpinet 安装 App,并使用 kimwpinet 作为邀请码,开始 24 小时开采您自己的 Pi 币。

请在此博客中搜索 Pi 以获取更多有关 Pi 信息的博文。

我强烈推荐以下有关 Pi 的优秀 YouTube 视频:

Pi 网络 - 终极初学者指南视频:

https://www.youtube.com/watch?v=UgGoUczNp8o

Wes Spenser 关于 Pi 开发的最新视频:

https://www.youtube.com/watch?v=QWHj_4PrdWM

Christian Rauchenwald 的 1Pi=100 美元视频:

https://www.youtube.com/watch?v=ajCEGLNLNJo

Pi 生活方式经济(Pi Life Style Economy) 如何运作视频(普通话):

https://www.youtube.com/watch?v=bO_kWzMAFeE



下面请看全球各地庆祝Pi币的twitter链接:

Pi in China




https://twitter.com/i/status/1477578902440534016


Pi in Japan

Pi in Korea


Pi in Philippines

Pi in Indonesia

https://twitter.com/PINetworkCZSK/status/1459961896694599688/photo/1

https://twitter.com/jiucaicaijing/status/1478568490151809024

Pi in Malaysia

https://twitter.com/pi2team/status/1483319172130312198/photo/1

https://twitter.com/DiefOlivier/status/1482491713797201934/photo/1

Pi in Taiwan

https://twitter.com/pi2team/status/1485899342993313792/photo/2

Friday, February 4, 2022

Bitcoin Short Term Is A Trade Up 比特币短期可炒涨

After touching 32950 (a 52% down from all time high of 69000) on January 24 and quickly bounced, Bitcoin then found support at 35000. It then traded between 35000 an 40000 for the last couple of weeks before broke out strongly today. It has overcame the psychological strong resistance 40000 and is now trading at 40422, a 3091 surge from yesterday. More importantly this happened in the face of a strong Non-Farm Payroll and a surge in bond yields. This buy on bad news is indicative of the severe correction of the past 3 months is overdone. Recent Bitcoin buying announcements from Microstrategy  (MSTR) and Marathon Digital Holdings (MARA) also are triggers for this rally. Bitcoin and related stocks are good to trade up now for the short term. A bounce to 45000 to 50000 area for Bitcoin is possible. As for Bitcoin Trust (GBTC  27.70)and crypto currency mining company Hut 8 (HUT 6.50), they may bounce to 35-38 and 7.5-9 area respectively.











在 1 月 24 日触及 32950(从 69000 的历史高点下跌 52%)并迅速反弹后,比特币随后在 35000 处获得支撑。然后在最近两周在 35000 至 40000 之间交易,今天强劲爆发突破。 它已经克服了心理上强大的阻力40000,现在交易于40422,比昨天飙升了3091。 更重要的是,这发生在强劲的非农就业人数和债券收益率飙升的情况下。 这种面对坏消息而买入的表现现实过去 3 个月的严重修正是过度的。 Microstrategy (MSTR) 和 Marathon Digital Holdings (MARA) 最近发布的比特币买入公告也是这次反弹的触发因素。 比特币和相关股票现在很适合短期看涨交易。 比特币有可能反弹至 45000 至 50000 区域。 至于比特币信托(GBTC 27.70)和加密货币矿业公司 Hut 8(HUT 6.50),它们可能会分别反弹至 35-38 和 7.5-9 区域。









Don't Fight Market Trend, Don't Fight Interest Rate Trend 不与市场趋势作对,不与利率走势作对

After 4 days of strong bounce, worse than expected FB earnings report terminated the bounce as major market indexes dropped big on Wednesday. Better than expected AMZN earnings report gave hope for better market today. However much stronger Non-Farm Payroll report raised odd of faster rate hike by the Federal Reserve take priority as stock market sold off after early rally. In response to the stronger payroll report, the 10 year treasury yield is at 1.921%, the highest in 2 years. The present state of the US stock market is in solid downtrend, strategy is still sell on rallies. The motto is don't fight the market trend and don't fight the higher interest trend!




The Dow Jones Industrial Average drop the most today leading the other indexes down. It has dropped below its 200 day moving average support and formed bearish Head and Shoulder Top pattern. It looks destine to test the January low at 33150. 



The S&P 500 also formed Head and Shoulder top, it is dropping towards its 200 day moving average level at 4444. Its downtrend will likely accelerate once it goes below this level. Its January low support is 4223.



As for the tech heavy Nasdaq Composite, it is the worst looking chart of the three indexes. It is now below its 20,50,100 and 200 day moving averages, all trends are down. Its January low support is 13095.







在经历了 4 天的强劲反弹之后,主要市场指数周三大幅下跌,低于预期的 FB 收益报告终止了这波反弹。昨日下午好于预期的 AMZN 收益报告为今天的市场带来了希望。然而,强劲的非农就业报告增加了美联储加快加息的可能性,股市在早盘反弹后被抛售。回应强劲的就业报告,10 年期国债收益率为 1.921%,为 2 年来最高。美股目前处于稳健下行趋势,策略仍是逢高卖出。现在的炒股座右铭是不与市场趋势作对,不与高利率趋势作做作对!




道琼斯工业平均指数今日跌幅最大,引领其他指数下跌。它已跌破其 200 日均线支撑并形成看跌的头肩顶形态。它看起来注定要测试 33150 的 1 月低点。




标准普尔 500 指数也形成了头肩顶,正在跌向其 200 日移动平均线 4444 点水平。一旦跌破该水平,其下行趋势将会加速。其 1 月低点支撑位为 4223。




至于科技股含量高的纳斯达克综合指数,它有三个指数中看起来最差的图表。它现在是低于其 20,50,100 和 200 日移动平均线,所有趋势都看跌。其 1 月低点支撑位为 13095。