Intersting thoughts

[Bozzie]

FSLY is the way to go right now, Major momentum

Honestly FSLY wouldn't be a bad short... If Microsoft buys TT its being said they would go with Azure over Fastly for cloud services because of a previous relationship MS has with Azure...But it's just talk.

It's interesting and should have a quick outcome..Thanks for bringing up FSLY..Off my radar lately.

 

[Bozzie]

​Food for thought.


CEO's now have a more positive economic outlook for China than the U.S., survey shows


PUBLISHED FRI, AUG 28 20205:00 AM EDTUPDATED 3 HOURS AGO

David Spiegel@DWSPIEGEL

KEY POINTS

• Global CFOs have a more positive outlook for China’s economy than they do for the economy of the United States, the Q3 CNBC Global CFO Council Survey revealed on Friday.
• That is the first time in the survey’s history that this elite corps of executives were more upbeat on China.
• In the latest survey, CFOs gave an average outlook of “Stable” for China’s GDP, while seeing the U.S. economy as “Modestly Declining.”

Chinese and U.S. flags flutter near The Bund, before U.S. trade delegation meet their Chinese counterparts for talks in Shanghai, China July 30, 2019.
Aly Song | Reuters



Today the world’s leading chief financial officers have a more positive outlook for China’s economy than they do for the economy of the United States. The Q3 CNBC Global CFO Council Survey revealed on Friday. That is the first time in the survey’s history that this elite corps of executives were more upbeat on China.
In the latest survey, CFOs gave an average outlook of “Stable” for China’s GDP, while seeing the U.S. economy as “Modestly Declining.” Around the world, GDP outlook was generally improved from the second quarter survey, when no region was seen as stable. This quarter, along with China, the council upgraded the rest of Asia and the Eurozone from “Modestly Declining” to “Stable.” Latin America went from “Strongly Declining” to “Modestly Declining”. But the U.S. economy was seen as “modestly declining” for the second straight quarter.


The outlook echoes reports that China’s economy is rebounding as life there starts to look more and more like it did before the pandemic. In July, China said its economy grew 3.2% in the second quarter. The U.S. economy decreased at an annualized rate of 32.9% in the same quarter, the worst single-quarter decline in history.
China’s bounceback comes as the country deals with the double-whammy of the pandemic and heightened tensions with the United States over trade, technology and geopolitics. It has been spurred by ramped up government stimulus to combat the coronavirus-led downturn.

The International Monetary Fund has forecast China real GDP to expand 1.0% for the full year, the only major economy expected to report growth in 2020. In contrast, it forecasts that real GDP will be -8% in the U.S. during the same period.
The CNBC Global CFO Council represents some of the largest public and private companies in the world, collectively managing more than $5 trillion in market value across a wide variety of sectors.

What lies ahead for the U.S. market

CFOs also struck a cautious tone about the stock market. Despite a rapid recovery for stocks from the market’s bottoming out in April, the council is split on where the market is headed next. Statistics tell the story. According to the survey, 42.5% say the Dow Jones Industrial Average will fall back below 25,000 before it reaches 30,000 for the first time. Nearly one-third of executives (27.5%), think the record high will come before another downturn for the Dow.

The downbeat outlook for the U.S. economy and the markets reflects the continued state of uncertainty for large companies in the face of the Covid-19 pandemic. Twenty-five of the 40 CFOs who responded to this quarter’s survey called the pandemic the biggest external risk facing their companies, while 80% say the pandemic will have a negative or very negative impact on their company this year. Only one CFO said the pandemic will be positive for their company.
One way many firms will manage the negative impact is through layoffs. More than half of respondents say they expect their company’s net headcount to decrease over the next 12 months. Just about a quarter of CFOs said the same a year ago. And despite improving economic situations in Asia compared to other parts of the world, CFOs in the APAC region were much more likely to say they expect their headcounts to decrease compared to their U.S. peers.

[COLOR=rgba(7, 29, 57, 0)]WATCH NOW​

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CFOs expect tech sector to continue to grow, CNBC CFO Council survey finds









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[Bozzie]

Back to the well on AVDL after going through the recent hit piece on FT218....
Great time to buy @ a discount.

In for more @ 6.59

Up 8% today...If it hits 7 again today or shows strength beyond... Plan is sell what I bought today and repeat down the line someplace at another level.

This is the only type of flip I like gmrcharity.. within a position.

Done trading for the day....Happy flipping.

 

[MattyMatt]

XPEV, Boom!

 

[Bozzie]

XPEV, Boom!

Well Done! 8% today alone.

You going to hold it? ride it or fold it...seems like it has a little run in it... not my type of play but it looks great short term
Look at the first 10 days then the next 10 days after these IPOs in EV's
RKT, LMND and even NKLA//
Very interesting play. Hope you continue to crush it pal.

 

[Bozzie]

Up 8% today...If it hits 7 again today or shows strength beyond... Plan is sell what I bought today and repeat down the line someplace at another level.

This is the only type of flip I like gmrcharity.. within a position.

Done trading for the day....Happy flipping.

Sold what I bought this AM....@ 7.15 / 12% profit.

 

[MattyMatt]

Well Done! 8% today alone.

You going to hold it? ride it or fold it...seems like it has a little run in it... not my type of play but it looks great short term
Look at the first 10 days then the next 10 days after these IPOs in EV's
RKT, LMND and even NKLA//
Very interesting play. Hope you continue to crush it pal.

Sell. I really thought I could get some more for cheaper, and very well may be able to sooner than thought (kinda what you were saying).

There's a lot of time to ponder on this one, and it's really not my type of play either, but it definitely is worthy of keeping an eye on for sure...

BOL to you too, good sir. May we both continue to crush it as it's Friday, I just got off work, and I'd love to not have to do that for a shit ton more years...LOL


Have great weekend...

 

[Bozzie]

Back to the well on AVDL after going through the recent hit piece on FT218....
Great time to buy @ a discount.

In for more @ 6.59

[FONT=&quot]Uwarranted pressure creates buying opportunity for Avadel, says Oppenheimer Oppenheimer analyst Francois Brisebois reiterates an Outperform rating and $19 price target on Avadel Pharmaceuticals (AVDL) shares. The analyst says the stock dropped nearly 20% as a result of a report discussing Jazz Pharmaceuticals' (JAZZ) once-nightly once-nightly sodium oxybate product, saying that it appears Jazz has filed a patent application for Xyrem. Assuming the worst case scenario, Brisebois believes Avadel would still benefit from first to market significant advantages and recommends buying shares on the dip.


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[Bozzie]

Sell. I really thought I could get some more for cheaper, and very well may be able to sooner than thought (kinda what you were saying).

There's a lot of time to ponder on this one, and it's really not my type of play either, but it definitely is worthy of keeping an eye on for sure...

BOL to you too, good sir. May we both continue to crush it as it's Friday, I just got off work, and I'd love to not have to do that for a shit ton more years...LOL


Have great weekend...

No doubt Matty...

 

[Bozzie]

Posted this 2 months ago.
Worth the read if you're thinking about investing in China.
UBS China 360...

Google drive link for download I can't see who downloads this so....feel free.


https://drive.google.com/file/d/1wbR6h120on_7gT-HMs5teao-WX7cGLMU/view?usp=sharing

 

[Bozzie]

Honestly FSLY wouldn't be a bad short... If Microsoft buys TT its being said they would go with Azure over Fastly for cloud services because of a previous relationship MS has with Azure...But it's just talk.

It's interesting and should have a quick outcome..Thanks for bringing up FSLY..Off my radar lately.

Heads up GMR....sorta wonder if this won't have a negative impact on FSLY Monday morning.

China tightens tech export controls potentially jeopardizing TikTok deal, reports say

https://www.cnbc.com/2020/08/29/chi...ols-jeopardizing-tiktok-deal-reports-say.html

 

[Bruins4Life]

Just the mention of this has to affect the stock price I imagine.

 

[Bozzie]

Just the mention of this has to affect the stock price I imagine.

You sold out?
As you know Bruins..it's been very sensitive to this topic...
Who knows..Just thinking it might not be a net positive early this week.

 

[Bozzie]

Ginko Bioworks.

https://www.ginkgobioworks.com

This company is doing some mind blowing things using ecoli bacterian strains as a vehicle or frame work..it's a bit of a new field.
Said to be going public soon although no prospectus has been issued yet.
Market cap of 4 billion 200 employees..huge huge huge potential here...A spin off company some employees started doubled in basically a year after the IPO Twist...Call letters TWST
Hopefully the offering will be in most peoples wheel house price wise.

This is going to be a killer stock to own...It's my next big push no doubt... double green light in my book.
I think it's being anticipated but can't really tell yet how much.

 

[Bruins4Life]

You sold out?
As you know Bruins..it's been very sensitive to this topic...
Who knows..Just thinking it might not be a net positive early this week.

I was out early. Bought around 88. Sailed to 115 in 10 days. Put in a stop ar 103. It quickly fell to 78.

 

[Bozzie]

I was out early. Bought around 88. Sailed to 115 in 10 days. Put in a stop ar 103. It quickly fell to 78.

well done...you doing better with the stones?

That is real pain..I know it.

 

[Bozzie]

well done...you doing better with the stones?

That is real pain..I know it.

If Fastly loses Tic tok it'll get crushed..could be the perfect time to step up again it that happens but it might be more of a hold if tic Tok bailed or was withdrawn from the market.

Great company killing it in CDN and edge video streaming, so volatile I've mostly stayed away.

 

[Bozzie]

TikTok denies it’s in talks with rival app Triller over potential bid for its U.S. operations

Tiktok reminders me of crazy hot and fun ex girl friends.

https://www.cnbc.com/2020/08/31/tik...over-potential-bid-for-its-us-operations.html

 

[Bruins4Life]

FSLY down about 5% early.

 

[Bozzie]

FSLY down about 5% early.

Busy morning ...yep those deals are still alive despite the Chinese threat this weekend.

Bought AVDL again this AM at 6.84 with the intention of selling someplace up the line hopefully.