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The online loan facilitator is bearing more credit risk as its use of third parties to insure and guarantee the loans it brokers becomes costlierLufax Holding Ltd.(NYSE:LU), the largest of China's online loan facilitators, appears caught between a rock and a hard place as Beijing sticks to its "zero Covid" policies.One special feature of the Ping An Insurance-backed (OTCPK:PNGAY; 2318.HK; 601318.SH) company's business model, targeting "unmet demand" for credit among small business owners, has been its role connecting institutional lenders and borrowers without directly exposing itself to a lot of credit risk. It does that by using third-party companies to insure or guarantee the loans it arranges.But costs for loan insurance and guarantees have also risen due to higher default ri

ThesisIn my opinion, Rivian (NASDAQ:RIVN) is a speculative story-based long-duration asset that is priced to perfection.Valuedat a one-year forward EV/Sales of about x10, the company has arguably little room to misstep.But on 10 Octobera major misstep happened: Rivian hasannounceda recall ofnearly allof the company's past EV deliveries. The trading day following the news, RIVN shares have lost as much as 11%.I don't think Rivian's long-term prospects will be severely impacted by the EV vehicle recall. But still, the company's valuation is simply too high for investing with the risks associated to a story-led business case - especially given the current environment with depressed sentiment towards growth stock.Rivian stock is down some 80% YTD. But there is still excessive risk in the compa

NVDA’s partnership with OCI could help negate the adverse developments that have cropped up due to geopolitical risks.NVDA’s powerful AI-ready infrastructure feels like a good fit to harness Oracle’s deep data repositories.NVDA’s forward valuations look attractive and the risk-reward on the weekly chart does not look too bad.However, institutions still continue to shun the stock, and it does not look like it will be an apt rotation candidate for those fishing in the semiconductor or AI arenas.

apple will never stop a continuous upward climb..some stops and some dips ...but tech is oxygen we can't live without it...the 3trillion grows fast...even government regulations won't do much at this point...if Apple makes poor products in the future it certainly will hurt but you would be well informed and then get out....this is the best company with few exceptions to patterned with....the dividend doesn't hurt either... thanks especially to Apple 🍎$Apple(AAPL)$

While China haven’t labeled NFTs illegal, it’s a grey area where any participant must tread carefully to avoid unwanted scrutiny. Domestic firms such as Tencent Holdings Ltd. and Ant Group Co. have issued NFTs on their tightly-controlled blockchain platforms. Domestic media had warned of “blind speculation” in NFTs. Xinhua’s “digital news collectibles” will have unique identification and ownership information on a blockchain from Tencent Cloud, and are of “special commemorative significance and collection value,” . Tencent and Ant also previously changed the name for NFTs on their platforms to “digital collectibles. Does this mean that it is possible to use digital collectibles for the development of nft in the future? Is it an opportunity? $TENCENT(00

Want more evidence of CNBC talking heads helping themselves and trying to ignore successful Chinese companies. Instead of saying XPEV performed as the best stock of the day with over 10.30% up, they say Tripadvisor was the best performing....up 8%. This is the bias and prejudice. They don't even mention ARK invested for a 3rd time in XPEV. Another opportunity and conviction stock of mine that I've mentioned before is SOFI, which you want to collect under $15. Never sell. Keep buying. Keep holding.$XPeng Inc.(XPEV)$ $TripAdvisor(TRIP)$ $SoFi Technologies Inc.(SOFI)$

Anchorage Capital Group, LLC has announced it is shutting down due to significant losses. The hedge fund is closing after 18 years and returning the $7.4 billion dollars it manages back to clients. Their credit fund, Anchorage Capital Partners is suspending clients’ ability to get their money back, via WSJ. Anchorage Capital was one of the top 10 financial institutions shorting AMC stock and now they’re throwing in the towel.$AMC Entertainment(AMC)$ $Anchorage International Holdings Corp.(AHCP)$

The ONLY reason why Disney was trading absurdly high was Disney+. Streaming is still quite fragmented and Disney+ is just another app sitting on FireTV and Roku. That MASSIVE gap in hours of content available between Disney+ and Netflix will be difficult to overcome. $165-$170, maybe? $Walt Disney(DIS)$

People forget. Last time rates when up, Amazon was trading at 185 times/ NVDA 45 times/ FB 45 times...etc etc....growth stocks did great. Its all fake noise to scare people out. Maybe they are dumping margin...ok...but when that ends money will pile back into growth. So, don't worry. $AMD(AMD)$ $Amazon.com(AMZN)$ $NVIDIA Corp(NVDA)$ $Meta Platforms, Inc.(FB)$

Those tablets before the iPad were thick, heavy and ran Windows. Pure #$%$ Apple AR glasses or VR goggles need to be light and powerful. If Apple can pull that off, Apple will be the company to take the lead in AR and VR consumer hardware.$Apple(AAPL)$