Johnny Zhang Archives

Tesla: Q2 Earnings Fail To Justify Recent Rally (NASDAQ:TSLA)Tesla: Q2 Earnings Fail To Justify Recent Rally (NASDAQ:TSLA)

July 24, 2024 Johnny Zhang, CFA 0 Comments 5:07 am

makasana Investment Thesis Despite more than 8% price drop after a mixed 2Q FY2024 earnings result, Tesla’s (NASDAQ:TSLA) (NEOE:TSLA:CA) stock[...]

ASML: The Stock Remains Expensive Amidst Multiple Uncertainties (NASDAQ:ASML)ASML: The Stock Remains Expensive Amidst Multiple Uncertainties (NASDAQ:ASML)

July 12, 2024 Johnny Zhang, CFA 0 Comments 8:11 pm

Pixelbizz/iStock Editorial via Getty Images Investment Thesis ASML Holding N.V. (NASDAQ:ASML) stock has rallied 40% YTD, largely driven by anticipated[...]

Shopify Stock: Strong Plus Migration Is A Bullish Signal (NYSE:SHOP)Shopify Stock: Strong Plus Migration Is A Bullish Signal (NYSE:SHOP)

June 10, 2024 Johnny Zhang, CFA 0 Comments 12:00 am

We Are Investment Thesis Shopify’s (NYSE:SHOP) has dropped 20% over the past month after a strong 1Q FY2024 earnings. This[...]

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