T-Mobile - 5G Hopium - NOMO FOMO - Ponzi Pogs CollapseRising rates in works. This Ponzi Pog been poggin forever. Gonna get whacked. Small caps win.
5g
T-Mobile - 5G Hopium - NOMO FOMO - Ponzi Pogs CollapseThe 5G trade is overplayed. *valuation matters
Wait for it.
Large cap STONKS & Crypto Ponzi Pogs collapse with rising rates environment.
#holdforbroke
China Tower Achieves CNY 42.67 Bn in Revenue in H1 2021Benefiting from the pulling effect of 5G construction, China Tower revenue and profit have gradually increased in recent reporting periods.
On August 9, 2021, China Tower released the H1 interim performance of 2021. According to the financial report, the company achieved operating revenue of CNY 42.67 billion in the first half of the year, up 7.2% year-on-year. The net profit of the company reached CNY 3.46 billion, a year-on-year increase of 16.1%. At the same time, more surprising is that the company's capital expenditure has been reduced to CNY 10.36 billion, down 27.6% compared with the same period last year.
Revenue from 5G is the driving force to its remarkable performance. Jilu Tong, the CEO of China Tower, said at the 2021 interim performance meeting that 5G contributed 64.1% to the company's revenue. In the first half of this year, about 256,000 5G construction projects were completed in China, of which 97% were conducted using existing towers, leading the whole work.
China Tower has also drawn wide attention, with China Telecom and China Mobile returning to the A-share market one after another. For this rumor, the company responded that the company has no plan to return to the A-share market at this meeting.
For full articles with the charts, please visit the original link.
VZ $65 PT printing ascending channel Verizon is well-positioned for the increasing consumer demand for better networks and services as the company continues implementing its 5G technology, which could be a catalyst putting the company back on the growth path.5G subscriptions are expected to reach 3 billion subscriptions worldwide by 2025. Moreover, the fifth-generation connectivity is expected to drive the market growth of Artificial Intelligence and the Internet of Things (IoT). Internet connectivity is expected to show a fast speed with very low latency.A recent study expects explosive growth in 5G wireless subscriptions in the U.S. over the coming years. The study reads The number of US 5G mobile service subscriptions will increase 161.4% to 41.3 million in 2021, with growth expected to continue at tremendous rates for several years. Great time to get in technically as the VZ is in a clear ascending triangle within a larger ascending channel which has been in play for over a year. Given we are at the lower range of this channel I believe its a great time to pick up some VZ which has proven to be a safe stock that does well in times of uncertainty relative to the market as a whole, and can help bring your portfolio's beta or volatility down.
$QCOM in Ascending Triangle $165 PT The global chip shortage is still nowhere near over, making semiconductor companies very attractive here. QCOM is my top pick of the sector as they dont only benefit from the chip shortage they also benefit greatly from the roll out of 5G. The roll out of 5G will be sped up by US investment via the infrastructure bill which allocates $65b to broadband infrastructure. QCOM’s Snapdragon 5G chip is the most cost efficient chip on the market, which should continue to be in high demand as chinese firm Huawei is still banned in the US and UK which creates market share for QCOM given Huawei used to be one of the largest 5G chip manufactures before they were banned in multiple countries. QCOM has been trading in a clear ascending triangle pattern which historically implying further upside (72.7% of the time), QCOM should be able to breakout of this pattern and move higher. Trading at 20x (FWD) PE and a 2% dividend QCOM is trading at a very fair value, with great growth prospects making it a very strong BUY for me.
NOK Nokia 5Price Target Upgrade On 7/14/2021 JPMorgan Chase & Co. Upgraded the Rating of NOKIA from Neutral to Overweight and a Price Target from $4.30 to $7.80
Nokia has now access to the one of the largest 5G markets with its first contract in China for supplying 5G radios.
This was in line with my last chart here, about Nokia dominating the 5G space:
Cup and handle formation on Qual CommLooks as if Qual comm has formed a bullish cup and handle. Trade long for the 153 price level resistance denoted by the orange line. Safe bet is to trade the break out. If you are risk tolerant, the handle may still yet have formed be careful (tight stop loss).
NOK Nokia Chief Exec: whatever it takes to lead in the 5G spaceNOK Nokia Chief Executive: we will do “whatever it takes” to lead in the 5G space!
On 7/6/2021 BNP Paribas brokerage Upgraded the rating for NOK Nokia from Neutral to Outperform and set a $7.70 price target.
I extended the Fibonnaci retracement tool from the strong support to the previews top and came out with a 6.5usd price target.
Micron Technology: The Spirit of 76?This week was cut short by Independence Day. That makes it a good time to view Micron Technology, which seems to have the spirit of 76.
The memory-chip maker had a false breakdown below that level on January 27. It quickly rebounded and returned to test $76 three times since mid-May. Interestingly, the current bounce is happening near the rising 200-day simple moving average (SMA) .
Meanwhile, resistance is bearing down from an intermediate-term downtrend. Notice the declining 50-day SMA (in red). Traders may want to watch for a potential breakout as these two moving averages converge from above and below.
Next, MU’s stochastics are oversold on both the daily and weekly charts. This, combined with apparent support at $76, may suggest downside is limited.
There could also be strong fundamentals with the global chip shortage continuing and more demand on the horizon as the 5G buildout continues.
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BRQS Borqs 5GPrice TragetBRQS Borqs Technologies is sitting now close to all time low at the strongest support, with bullish news lately.
Yesterday`s volume was high, 18mil, for a mk cap of 105mil.
My price target is the 2.1usd resistance.
China Mobile Reduces the Power Consumption of 5G Base StationThe large operator has built more than 50% of the 5G base stations in the world.
In July 2021, China Mobile announced that the power consumption of the 5G base station had been reduced to a figure amounting to about three times that of the 4G base stations, about 1900W. The energy consumption of a single station was more than four times that of a 4G station in 2019. At that time, according to China Mobile, a single 4G base station required about CNY 20,000 operating fees per year, while a 5G base station required about CNY 55,000.
Even as the technology becomes more widespread, high power consumption continues to be an important factor hindering the development of 5G.
In the future, the company hopes to further reduce the energy consumption of 5G base stations through the use of new technology layers and devices. The company's goal is to reduce the peak power consumption of 5G base stations to twice that of 4G by 2025.
By the end of March 2021, the number of 5G base stations in China had reached nearly 820,000, accounting for 70% of the 5G base stations in the world. Among them, China Mobile accounted for half, with 410,000 stations. At present, the number of 5G user connections in China exceeds 280 million, accounting for 80% of global 5G connections. Overall, the reduction of energy consumption has serious strategic meaning for the Chinese 5G industry.
Breakout Quarter: Xiaomi is Growing Astonishingly in Q2 20215G devices' sales in China are growing fast.
On July 6, market research firm Strategy Analytics reported that Chinese brands including OPPO, vivo and Xiaomi have reached a staggering number of sales – around USD 15 billion – in Q1 2021, twice that of LTE in the same period.
Data shows that Chinese smartphone manufacturers are rapidly transforming from 4G to 5G. As high-end devices shift towards 5G, the market size of LTE mobile phones has shrunk by 50% in the past quarter.
According to the report, the revenue for 5G achieved an over 500% growth in Q1 2021. Shipment volume to the Chinese market rose 35% year-on-year, compared with the global average of 24%. However, Apple still led in the shipments and revenue of 5G, plus the 4G LTE devices.
In the global top-10 list by revenue for 5G, there are seven Chinese vendors, but in terms of consumers' willingness, they are not yet comparable to high-end brands such as Apple and Samsung.
Chinese manufacturers are bringing higher value to the international market, which forces other brands to improve their mid-range product portfolio.
China 5G industry is the foundation. Good base investmentChina's 5G industry is the foundation of many high-tech applications in China.
After the double bottom, it has been rising and strengthening gradually, this is a healthy bull market and foresee this market to continue to rise for the rest of 2021.
Pullback looks complete and its a good chance to increase position.
ATT - Value PlayATT another boring and very slow moving stock. Forward PE ratio just under 10. You could argue this is anti inflation, anti recession, value rotation type of play. And it offers a dividend. This should be added for a long term hold to the part of your portfolio that you do not trade. Pairing it with BABA, GILD, PFE, WBA, VTRS, AHT, BKD, VEON and so on is a great way to build out a core portfolio without having a huge downside risk. Longterm these value stocks will outperform imo. To make it juicier, selling puts against them should generate more income.
A few other reasons to get excited about it:
- Insiders are buying at these levels. In May CEO, CFO and one of the directors bought a combined of 150,000 shares ~ $4,350,000.
- 200 million customers
- 5G play
- Recently awarded contract upgrade the data network at the Veteran Affairs worth $735 million
Not financial advice.
SMALLCAP - SPACE/5G - FUNDAMENTAL/TECHNICAL - GSATFA:
- Very bullish on space/5G sector, believe it is one of the next big macro trends, also long on GILT, NOK, and others... more analyses to come on this sector.
- Collaborations with Nokia and QCOM... The hype isn't in this sector yet, but ARK is marking ARKX and IZRL for a reason... get in before the FOMO, the sector will see a boom cycle soon.
- High Shares Float is risk.
- Blackrock, Goldman, and RenTec especially have positions and are increasing their ownership substantially.
TA:
- I see wave 3 of impulse wave, good to catch the wave 5... extension is likely as this trend catches on.
QA:
- Bullish options flow.
- Citadel has some options on this, dont be greedy with this high float.
TP1: 4.57
SL: 1.12
RRR: 2.99
PS: Trying to bring you more premium content with my consistent trading strategy and thought process.
huge insider buys in T with trading planCEO John Stankey and CFO Pascal Desroches bought into AT&T with their new focus on 5G only in hopes of being valued more like a CHTR or TMUS. The insider buys totaled 4.5 million dollars between the two.
CHTR and TMUS have far outperformed T, and pretty much every other stock for that matter over the past year. With the dividend being cut and the massive burden of trying to be a second-tier player in the streaming space, which has been getting more and more crowded and difficult to operate in, should allow them to hyper focus on the growth areas of their business.
This is a huge vote of confidence; granted they were buying into weakness, they still are putting their money where their mouths are and are dead-set on wiping the dust off this old dividend play stock which was more like a bond/fixed income than anything else.
*Personal trading plan* Buy stock and long naked calls expiring October 15th at the $30 strike price to give it plenty of time to come to fruition and begin trading closer to its new peers.
First ever 4g/5g network from sat to cellphone & Lassonde curve.First ever global 4g/5g cellular phone network beeing built by $ASTS seems to follow similar market mechanisms and psychologies as that of junior mining operations: The Lassonde curve, with it’s two waves of share price increase.
Only competitor so far (possible duopoly) is Lockheed Martin and Omnispace cooperstion.
Technology is proven with Bluewalker 1 satellite. Huge TAM, small market cap. Founder shares in lockup for 12 months.
There was an manipulation down starting April 6, which is in steep reversal presenting an excellent entry opportunity. Well timed public offering in first wave means first phase fully financed.
QCOM (long)Nothing we have not seen before
Monday the drop to the above $135 close
i still long
I ´ve added the red slashed line to the graph
as well in purple; the MA ´s 20 blue, MA ´s 50 red, MA ´s 100 yellow
as you make your own conclusions
good luck
Charlie
Buy $GSAT- NRPicks 21 MarGlobalstar, Inc. offers mobile satellite services worldwide. The company offers two-way voice and data duplex products, including mobile voice and data satellite communications services and equipment for remote business continuity, recreational use, security, preparation and emergency response.
The company in its last earnings report filed losses less than expected of $0.0132 and quarterly revenue of 33.17M.
The most significant development for Globalstar in recent weeks was Qualcomm Technologies' announcement of its Snapdragon modem-RF system, with Qualcomm Technologies' 5G band support, the potential device ecosystem expands significantly to include a large number of industrial and consumer devices.
- Market Cap 2.6B
- Average Volume 26M
Technical:
- MACD Level (12, 26) 0.19
- Average RSI levels
- Bounce in MA50
- Support at $1.50
VISL chillin in historic channel, where will it break?Will we finally see VISL break up and out of this channel? It's been a relatively consistent area of support/resistance. With several potential catalysts to consider here (5G, general broadcast, telecom, esports) it will be interesting to see if these tailwinds act as a stronger catalyst.
"While it will likely focus on some as it relates to 5G penny stocks, esports could be another facet to consider. If you sift through some of the company’s blog posts, you’ll notice that Vislink’s partner, NEP Sweden, covered the “BLAST Premier Spring Series” last year. This is an international esports event featuring the world’s top esports teams competing in the first-person shooter game series Counter-Strike...NEP filmed the event using Vislink’s HCAMs feeding into a ULRX-LD all controlled by Vislink’s FocalPoint Camera Control System. While no further esports-related updates have come about from the company, a surge in the excitement surrounding esports could be something to take note of."
Quote Source: Hot Penny Stocks To Buy Now? 4 To Watch After Roblox (RBLX) IPO
DKNGDISH Network Corp. DISH, +2.12% and DraftKings Inc. DKNG, -3.30% announced Wednesday an agreement in which DraftKings' fantasy experiences and sportsbook will be provided directly to DISH customers. Shares of DISH surged 7.3% in premarket trading and DraftKings rose 2.7%. As part of the agreement, DraftKings' app will be integrated on the DISH TV Hopper platform. "We're thrilled to work with DraftKings to amplify the sports-fan experience, and extend the DraftKings footprint across our unique suite of services, including SLING TV and Boost Mobile, with potential applications across our 5G wireless buildout in the future," DISH TV Group President Brian Neylon. DISH shares have dropped 11.0% over the past three months, while DraftKings stock has rallied 37.0% and the S&P 500 SPX, -0.68% has advanced 5.6%.
