US_stock hotspots
الذهاب إلى القناة على Telegram
Daily irregular updates on US stock hotspots, analysis, commentary, and rumors. For entertainment purposes only — trade at your own risk contact @leexiaolung
إظهار المزيدلم يتم تحديد البلدالفئة غير محددة
8 259
المشتركون
-11324 ساعات
-6637 أيام
+8330 أيام
أرشيف المشاركات
8 249
【S***】·Thu Aug 20 23:52:17 +0000 2026
$HIMS is still trading at 2.9x PS
After falling 78% to $14, the thesis looked very different
The recovery was driven by:
• Novo agreement, removing the legal overhang
• Branded GLP-1 demand proving stronger than feared
• Eucalyptus expanding the international opportunity
Now the focus shifts to:
• Stabilizing GLP-1 growth + margins
• Acquisitions, mainly Eucalyptus
• Strength of the consumer-health flywheel
• Peptide opportunity
And the peptide opportunity is arriving earlier than expected:
YE2026:
• Sermorelin
• Glutathione
• NAD+
Pending final FDA rulemaking:
• BPC-157
Potentially 2027+ (depends on FDA rulemaking):
• KPV
• TB-500
• MOTS-c
• Semax
• Epitalon
The July FDA panel recommended 6 of 7 reviewed peptides for inclusion on the 503A Bulks List
That doesn't mean approval, but it significantly expands $HIMS's future optionality
At this valuation, are you buying $HIMS?
【The message was pushed by @xfinancbot】
8 249
【O***】·Thu Aug 20 17:52:49 +0000 2026
$KLAR is now trading at 9x 2028 earnings with strong double-digit annual growth expected even beyond 2030.
And the latest earnings weren't even that bad. Margins were up, asset quality improved, and slow down was solely due to softer Germany sales.
This is just too cheap here.
中文版看这 👉 @xfinance001
8 249
【O***】·Thu Aug 20 16:00:14 +0000 2026
Waymo autonomy hardware cost declines from ~$100k to ~$25k.
This is incredibly bullish for $UBER.
Cost of autonomous systems will keep collapsing and, at this pace, we’ll see it as a standard equipment or not so expensive add-on for most vehicles. It’ll effectively become a commodity.
In a commoditised market, distribution is the king.
And $UBER owns the distribution.
Crypto channel 👉 @cryptodata66
8 249
【O***】·Tue Aug 18 22:10:03 +0000 2026
$META valuation is just criminal here.
It’s projected to have around 5 GW more compute capacity than it needs for internal consumption by 2030.
Reselling that capacity at $20 billion per GW means $100 billion in incremental revenue.
Now trading at just 17x forward earnings.
Crypto channel 👉 @cryptodata66
8 249
【T***】·Thu Aug 20 12:51:38 +0000 2026
$OSCR at +135% YTD has been the perfect hedge this year against a lot of macro influences
But a break out above $33 and we’ll ATHs again at $36.50
Road to $45 is underway
8 249
【H***】·Wed Aug 19 23:15:36 +0000 2026
Whoever finds me the next $MRNA type move before it happens, I will literally clean your house for you in a Spiderman outfit for a week, walk your dog, and make you what I’m told is the best garlic bread in the world.
Please. I need a thousand bagger.
【The message was pushed by @xfinancbot】
8 249
【T***】·Thu Aug 20 09:27:32 +0000 2026
ethereum:native
ethereum:native will have bounced +55% from its low to the 200 WMA
Not something to turn your nose at
Nobody is doubting where this is going to next: $2500
Once the 200 WMA is flipped to support, the march back to ATH's is on!
8 249
【K***】·Wed Aug 19 04:58:44 +0000 2026
[8/19, 데일리 크립토 코멘트]
이틀 연속 비트,이더 ETF 자금이 들어오고 있습니다.
규모가 적지 않습니다.
오늘은 이더 ETF 유입액이 꽤나 컸습니다.
그리고 비트, 이더 모두 코인베이스 프리미엄이 개선되고 있습니다.
ETF에 돈이 들어오면 OTC랑 코인베이스프로를 이용해서 현물을 매수하게 됩니다.
물론 OTC로 구매하는 물량이 크겠지만 코인베이스프로도 이용하게 되거든요.
그래서 코인베이스프리미엄도 밀고올라가는 구조인데,
어제부터 ETF유입과 더불어 코인베이스프리미엄이 개선되고 있다는 게 중요해보입니다.
이렇게 올라가다보면,
코인베이스 프리미엄이 양전하는 시점이 올겁니다.
저는 그게 정말 중요한 신호라고 봅니다.
Crypto channel 👉 @cryptodata66
8 249
【🅱***】·Wed Aug 19 09:49:29 +0000 2026
$ONDS Daily breakout armed. I use my Momentum Cloud indicator for analysis, but typically get distracted by all its information. What it shows me in a glance is that we have a volatility contraction here, with price pushing into resistance.
Setup chart in the first comment.
中文版看这 👉 @xfinance001
8 249
Freedom Global has lowered its target price for Motorcar Parts of America Inc.
Kanagat Yertai, analyst at Freedom Global
Motorcar Parts of America Inc. (MPAA) results for the first quarter of fiscal 2027 came in significantly below expectations: revenue totaled $168 million, adjusted EBITDA was about $13.5 million, and adjusted EPS was -$0.34, below our forecasts. The main reasons were the timing of customer orders, the clearance sale of inventory by a bankrupt competitor, disruptions due to the relocation of the heavy-duty business, and currency pressure. Despite this, management reaffirmed its fiscal 2027 guidance of $780-800 million in revenue and $95-100 million in EBITDA, which implies a noticeable acceleration in the second half of 2027 as the new business ramps up. We are lowering our fiscal 2027 forecasts for revenue, EBITDA, and adjusted EPS to $799 million, $99 million, and $1.31, respectively, and are also reducing our fiscal 2028-2029 estimates, bringing the model from levels above guidance to values generally in line with management's forecast.
We maintain a "Buy" rating but lower the 12-month target price to $16.
Motorcar Parts of America, Inc. is a company that operates in the automotive aftermarket parts sector.
8 249
【W***】·Tue Aug 18 13:39:26 +0000 2026
$ASTS STILL FOLLOWING THE POST EARNINGS PATTERN
Its time to be patient and wait for support between $63-$68
Out of the last 5 earnings, 4 have lead to all time highs after a short dip. All 4 were misses and the one print that didn't lead to ATH was actually a revenue beat
中文版看这 👉 @xfinance001
8 249
【T***】·Tue Aug 18 13:41:55 +0000 2026
$ASTS is moving to our Wave 2 support level now
If you missed the Mid $50's to add
We have identified the clear support level next
【The message was pushed by @xfinancbot】
8 249
【E***】·Mon Aug 17 21:02:00 +0000 2026
$UNH This is going to plan 👀
Price is down 15% since rejecting the 0.618 fib for Wave B.
I still expect a lot lower with a long term bottom at the 0.786 fib.
Patience.
