Shopify (SHOP), Square (SQ), SSYS

Shopify 無論業績同上升動力都非常對辨，增長強勁，估值係天比高。回顧往時股王，如企鵝、Amazon等，又何嘗唔係貴到飛起。繼續持有。


Square 業績唔錯，可惜績後插水。公司應該做得大，近來bitcoin與twitter策略也不錯，決定比多d時間佢。持有。


SSYS個成績好難睇，但注碼細。持有。此子暫時唔太sexy。

NVTA 突破

自己有跟美股軍師買咗黎隻股票，不過注碼唔高 (均價$22)。


佢波幅幾大，動不動因為業績刺激，都可以升跌十幾%，唔係咁易揸。


考慮到基因行業前景吸引，公司市值唔大，想賭一賭。


希望生意做得大吧，業績對辨再加碼。

港股短線箭頭 - 700, 1177, 6098

香港亂，不過琴日記招後，最大最不安既因素短期應該已經消除咗，中資強股會繼續反覆向上。


短打我會揀企鵝、中生製藥、招行、碧貴園服務。

ARK's recent comments on Tesla (TSLA)

"While its stock dropped this week after Tesla reported lower gross margins in its second quarter report, regulatory credits obfuscated some progress. Excluding regulatory credits, Tesla’s automotive gross margin increased roughly 200 basis points to 17.2% despite a drop in average selling prices (ASPs). While still below 20%, Tesla’s gross margin should continue to increase as its production scales and battery costs continue to fall. Moreover, once Tesla releases full self-driving capability, we believe its margins should expand even faster as its revenue base shifts towards software-based, recurring revenue products and services.

Tesla also announced that CTO JB Staubel is stepping aside and that Drew Baglino, his deputy for more than a decade, will succeed him. While ARK is sad to see this battery visionary shift into an advisory role, his decision is understandable for three reasons: first, he needs some down time after an intense 16 years; second, Tesla’s strategic priorities have shifted toward manufacturing at scale and artificial intelligence for autonomy, both of which are not his core competency; and third, he recently founded a company, Redwood Materials, which could be setting up to recycle lithium-ion batteries.

Perhaps most noteworthy in the call, Musk disclosed that Tesla is aiming to ramp battery production from 28 gigawatt hours (GWh) today to 2 terawatt hours (TWh) over time. ARK’s research suggests that 2 TWh could accommodate 26 million EVs, as shown in the tweet below, to which Musk responded that 25-50% of the battery capacity would go towards stationary energy storage. In other words, Tesla plans to ramp EV production from 360,000-400,000 this year to the 13-19 million range. In our bull case, Tesla will produce and sell 3 million EVs in 2023."

from ARK Disrupt - Issue 182 - dated 28 July 2019

來一杯咖啡 Starbucks (SBUX)

股價同業績悶咗三年，估唔到剛剛個quarter又有番活力。

抽升咗之後估值唔算平，但表現會比M記好。

好可惜，自己係錯過了一隻好股票，而佢之前既突破點唔算難捉。

Tesla (TSLA) 有機 turnaround

業績後即插14%，都幾嚇人。不過，公司現金狀況正有改善跡象。


未來五年EV需求大，Tesla又有新建車廠追進度，雖然turnaround stock唔易玩，CEO又癲癲地，個人覺得現價還是值得一博。


題外話，記得好耐之前，AMZN都試過一晚跌33%，但都係好耐之前既事了。

Visa (V) 依然穩健

業績平穩，多年來估值區間也是差不多，中線看好。


如果要揀微軟或者Visa，我會鍾意微軟多d。


期待今晚Tesla業績。