Dhandhoche
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About Dhandhoche
•Dhandho Che does not provide financial, investment, tax, or legal advice. None of the content on this channel is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. •Dhandho Che shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. •This content of is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. •Trading equities or cryptocurrencies poses a considerable risk of loss. Kindly use your judgment and do your own research at all times. •You are solely responsible for your own financial, investing, and trading decisions.
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Posts
https://www.apple.com/newsroom/2025/02/apple-will-spend-more-than-500-billion-usd-in-the-us-over-the-next-four-years/
Nvidia $NVDA generated $60.7 Billion of FREE CASH FLOW in 2024 up from FCF of $26.9B in 2023
$DECK crash after minor guidance tweak tells me something. Bellwether $NVDA is below 200-day. $UNP faded full earnings reaction. $HD can’t get a lift with yield down. Loss of momentum in $BTC is proxy for risk while $ETH lost -37% over the weekend. There is churn in this market.
Dhandhoche coming in top 5% of participants among 50,000 participants in Trading Challenge one more mile stone
*US JAN. PCE PRICE INDEX RISES 0.3% M/M; EST. +0.3% *US JAN. PCE PRICE INDEX RISES 2.5% Y/Y; EST. +2.5% *US JAN. CORE PCE RISES 0.3% M/M; EST. +0.3% *US JAN. CORE PCE RISES 2.6% Y/Y; EST. +2.6%
Earnings for the week of February 3, 2025 $PLTR $AMD $AMZN $GOOGL $PYPL $UBER $F $SNAP $QCOM $SPOT $DIS $ARM $LLY $CMG $SYM $KD $PFE $ENPH $RBLX $ELF $REGN $NET $NVO $AFRM $AMSC $PEP $PTON $FTNT $COP $VKTX $RBB $CLX $DOC $SAIA $ORLY $RACE $NXPI $TSN $MCHP $AMGN $MRK $HSY $EL $PINS $EA $VCTR $PI $QNR $EPD $BRBR
Palantir $PLTR CEO Alex Karp said: “What makes American unique is we have a culture of builders expressed through technology” … here’s Karp’s full CNBC interview from yesterday
Continues to be bad earnings season. Investors penalizing $GOOG for raising capex. $UBER +20% 1H25 mobility guide is apparently not good enough. $AMD guiding Q1 DC down q/q. $EL says China & Korea weak consumer trend. $NXPI cites broad mkt pressure. $DIS guides sub decline q/q.