[3월 26일]-미국주식 커뮤니티동향: 테슬라, 삼성, 월마트, 모더나, 폭스바겐, 아마존

Samsung Electronics says co-CEO Han Jong-hee has passed away

Community: stocks |
Posted by: /u/Puginator |
Date: 3/25/2025, 10:34:03 AM

South Korea’s Samsung Electronics said Tuesday that its co-CEO Han Jong-hee has passed away at the age of 63.
Han was in charge of Samsung’s consumer electronics and mobile devices division.
The cause of death is unknown at this stage and the company said it was in the process of confirming things.
According to local media, Han joined Samsung Electronics in 1988, starting in the Visual Display division and was later regarded as a key figure in the development and marketing of the company’s TV business.
Source: Samsung Electronics says co-CEO Han Jong-hee has passed away
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Is there any logical reasoning behind TSLA growth (serious question)

Community: stocks |
Posted by: /u/Life_Floor1074 |
Date: 3/25/2025, 2:00:36 PM

What is causing TSLA to start pumping again despite all the bad news surrounding the company? The P/E ratio is astronomically high at 130 ish with an industry average of around 15, sales in Europe dropped 50%, recalls on all cyber trucks, and no follow through on promises for the past few years are just some of the news I can think of off the top of my head. If I dug deeper, I could easily find double to triple the amount of bad news. Despite all this, I have not found anything that indicates a positive outlook on the company. Is it because of a short squeeze from all the people shorting the company? Is it the fact that TSLA is basically a government entity now and is invincible? Please help me understand.
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r/Stocks Daily Discussion & Technicals Tuesday – Mar 25, 2025

Community: stocks |
Posted by: /u/AutoModerator |
Date: 3/25/2025, 6:30:30 PM

This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme.
Some helpful day to day links, including news:

Finviz for charts, fundamentals, and aggregated news on individual stocks
Bloomberg market news
StreetInsider news:
Market Check – Possibly why the market is doing what it’s doing including sudden spikes/dips
Reuters aggregated – Global news

Technical analysis (TA) uses historical price movements, real time data, indicators based on math and/or statistics, and charts; all of which help measure the trajectory of a security. TA can also be used to interpret the actions of other market participants and predict their actions.
The main benefit to TA is that everything shows up in the price (commonly known as “priced in”): All news, investor sentiment, and changes to fundamentals are reflected in a security’s price.
TA can be useful on any timeframe, both short and long term.
Intro to technical analysis by Stockcharts chartschool and their article on candlesticks
If you have questions, please see the following word cloud and click through for the wiki:
Indicator – Trade Signals – Lagging Indicator – Leading Indicator – Oversold – Overbought – Divergence – Whipsaw – Resistance – Support – Breakout/Breakdown – Alerts – Trend line – Market Participants – Moving average – RSI – VWAP – MACD – ATR – Bollinger Bands – Ichimoku clouds – Methods – Trend Following – Fading – Channels – Patterns – Pivots
See our past daily discussions here. Also links for: Technicals Tuesday, Options Trading Thursday, and Fundamentals Friday.
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Moderna stock: Where does it go from now?

Community: stocks |
Posted by: /u/Legitimate_98 |
Date: 3/25/2025, 7:32:24 PM

I try to swing trade stocks that are down to 1 year lows. Moderna is near that and I believe oversold. I’m curious of what impact the proposed tariffs on pharmaceutical imports will do on the stock of Moderna?
submitted by /u/Legitimate_98

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McComick reports low growth results again. Who’s positive on this one?

Community: stocks |
Posted by: /u/ElevatorPitchGuy |
Date: 3/25/2025, 7:38:59 PM

Another low growth quarter for McCormick. Although volume is back it has come at the cost of pricing. I am happy to believe EPS is depressed but paying over 25x P/E NTM is too demanding in my view here.
Anything I am missing with this name?
submitted by /u/ElevatorPitchGuy

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Taking time to learn minimal Loss

Community: stocks |
Posted by: /u/RubberDuck_73 |
Date: 3/25/2025, 8:00:58 PM

Good morning,
i have studying trading before and it was fun. i loved market analysis and loved studying charts, drawing trend lines etc…
i plan to retire in 8 years. when i retire i want something to keep my mind busy. i love to be at my computer station playing games etc…..Is it a possible to learn good ways to trade that takes minimal if not no loss and set small little goals per day, like even as small as my goal would be to make $100 a day (remember, ill be retired and this is just to stay busy)
Would this be a possibility? i have allot of time before hand to really learn and study. I have always liked swing trading, but i also loved to scalp here and there if the right opportunity came up…
anyway. Looking for some real opinions and thoughts on this..
Thank you for reading!
submitted by /u/RubberDuck_73

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How safe do you think WMT (Walmart) is as an investment long term? Is retail dying? Specifically the types of products Walmart sells

Community: stocks |
Posted by: /u/Interr0gate |
Date: 3/25/2025, 11:31:21 PM

I haven’t done too deep research into retail, but I just know anecdotal that retail for myself and people I know is significantly diminishing. Amazon and other online retailers are the go to, and even when you go into a store you are likely comparing prices to online anyways and choosing which is cheaper, which usually is online.
That combined with Walmart carrying mainly cheap chinese products doesnt seem like they have great retention of buyers and diminishing revenue when those cheap chinese products are EVERYWHERE.
The thing that saves Walmart is definitely groceries and other daily services are products they carry which are convenient and well priced.
I obviously dont see Walmart going out of business or struggling any time soon in the short term, but I am thinking 10-20+ years from now will it still be the same powerhouse company?
Can you guys give some insight on their fundamentals and what your outlook is on Walmart in like 10+ years? It seems like their P/E ratio is pretty solid, I just cant help but think they will turn into a bed bath and beyond eventually. Maybe that will come well after I’m dead.
submitted by /u/Interr0gate

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Volkswagen Group cooperates with Valeo and Mobileye (MBLY) to enhance driver assistance in future MQB vehicles

Community: stocks |
Posted by: /u/upunup |
Date: 3/25/2025, 11:39:21 PM

March 25 (Reuters) – Volkswagen Group (VOWG.DE), said on Tuesday it would collaborate with Valeo (VLOF.PA), and Mobileye (MBLY.O), as it deepens its network of suppliers to develop assisted and autonomous driving. The German carmaker said in a statement it will draw on the suppliers’ capabilities for enhanced partially automated driving, known as Level 2+ systems, for security and driver comfort in new high-volume models over the next few years.
In its statement on Tuesday, VW said Valeo would provide electronic control units, sensors and parking solutions, with Mobileye contributing camera, radar and mapping technologies. The targeted features include hands-free driving under specific conditions, traffic jam assist, hazard detection, parking assist and driver monitoring.
https://www.reuters.com/business/autos-transportation/vw-work-with-valeo-mobileye-driver-assistance-systems-2025-03-25/
https://www.mobileye.com/news/volkswagen-group-cooperates-with-valeo-and-mobileye-to-enhance-driver-assistance-in-future-mqb-vehicles/
submitted by /u/upunup

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Retail traders plough $67bn into us stocks while investment giants flee.

Community: stocks |
Posted by: /u/Rainyfriedtofu |
Date: 3/26/2025, 12:39:14 AM

https://www.ft.com/content/39a6c6c4-a2f5-4ce5-96bb-0c542f6521da
” Individual investors have pumped almost $70bn into US stocks this year even as professional money managers are slashing their exposure to the market on fears over Donald Trump’s policies.
Net inflows from retail investors into US equities and exchange traded funds have registered $67bn in 2025, down only slightly from the $71bn spent in the final quarter of 2024, according to data provider VandaTrack.
The powerful influx underscores how individual investors remain upbeat on Wall Street equities despite intense turbulence this year, triggered by the president’s erratic tariff plans and the emergence of Chinese artificial intelligence start-up DeepSeek.
“Dip-buying has been an essentially foolproof strategy for four of the past five years,” said Steve Sosnick, chief market strategist at Interactive Brokers, a platform widely used by individual investors. He added: “Doing something that works remarkably well for so long means you’re conditioned to stick with it.”
A user on Reddit’s Wall Street Bets discussion board, which is popular among amateur investors making speculative bets, offered a similar sentiment: “respect the dip, be the dip, BUY THE DIP!” they said.
Wall Street’s S&P 500 has fallen 2 per cent this year, with the index’s technology sector tumbling 8 per cent. The drop marks a stark contrast to 2023 and 2024, when the S&P 500 posted sharp gains led by a rally in Big Tech Stocks — rewarding traders who bought when the market fell.
A similar theme has played out in recent days, with the S&P 500 having clawed back a significant share of its year-to-date losses, rising 1.8 per cent on Monday alone on hopes Trump will renege at least partially on his threats of launching damaging reciprocal tariffs on April 2.
“Investors still appear more concerned about missing a dip-buying opportunity” than they are about further market declines, said Jim Paulsen, an independent market strategist.
Goldman Sachs data shows retail investors have been net sellers of US stocks in just seven sessions this year, despite the S&P 500 having fallen on 25 days. In contrast, big investors tracked by Bank of America made the “biggest ever” cut to their US equity allocations in March.”
submitted by /u/Rainyfriedtofu

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Tesla just got even more bad news from Europe

Community: stocks |
Posted by: /u/Hiversitize |
Date: 3/26/2025, 1:12:49 AM

“Tesla’s sales in Europe plunged in the first two months of the year, according to official industry figures released on Tuesday.
Elon Musk’s EV maker sold just under 27,000 vehicles in January and February, compared with more than 46,000 during the same period last year — a 42.6% decline.
The European Automobile Manufacturers Association (ACEA) figures cover the European Union, UK, and European Free Trade Association countries of Iceland, Liechtenstein, Norway, and Switzerland.
Tesla’s slide comes despite wider EV sales rising 28.4% to more than 255,000 in Europe in January and February, accounting for 15% of the EU market. Other manufacturers posted overall rises, with Volkswagen group sales up 4.3% and the Renault group up 8.2%.”
https://www.businessinsider.com/tesla-sales-slide-europe-elon-musk-ev-2025-3
submitted by /u/Hiversitize

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European Growth Stocks?

Community: stocks |
Posted by: /u/modimusmaximus |
Date: 3/26/2025, 1:16:10 AM

I’m trying to find some European growth stocks, but honestly, I’m coming up short. Most of the companies I come across seem to already be massive (think LVMH, ASML, Nestlé, NOVO, SAP etc.), and because of that, their growth seems relatively limited at this point – at least compared to U.S. or emerging market options. Also, a lot of them are banks or industries that naturally can’t grow that fast.
So many people say: buy European stocks, but I could only see multiple expansion as a reason for great returns rather than growth relative to earnings.
I’m not necessarily looking for microcaps or pure speculation, but I’d love to discover some mid-cap or lesser-known European companies with strong growth potential – ideally companies that are innovating, expanding into new markets, or just growing revenue and earnings at a solid pace.
Any sectors, geographies, or specific tickers that come to mind?
Appreciate any input!
submitted by /u/modimusmaximus

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Financial times tones down its claims about a $1.4 billion misstatement in Tesla’s cash flow

Community: stocks |
Posted by: /u/SPXQuantAlgo |
Date: 3/26/2025, 2:25:55 AM

Financial times, after having talked to other accountant sources, now has a 500 million discrepancy instead of 1.4 billion, “small enough to be filled by a combination of foreign exchange movement, non material assets write off…” etc
https://www.ft.com/content/d2711678-af23-4b71-852b-1ef2e932e14b
submitted by /u/SPXQuantAlgo

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US consumer confidence tumbles for the 4th straight month as future expectations hit a 12-year low

Community: stocks |
Posted by: /u/Rainyfriedtofu |
Date: 3/26/2025, 2:33:42 AM

https://apnews.com/article/consumer-confidence-economy-inflation-bd6ece8784efff205e2ab922bcb86958
“WASHINGTON (AP) — U.S. consumer confidence fell for the fourth straight month as Americans’ anxiety about their financial futures declined to a 12-year low amid rising concern over tariffs and inflation.
The Conference Board reported Tuesday that its consumer confidence index fell 7.2 points in March to 92.9. Analysts were expecting a decline to a reading of 94.5, according to a survey by FactSet.
The Conference Board’s report Tuesday said that the measure of Americans’ short-term expectations for income, business and the job market fell 9.6 points to 65.2.
It is the lowest reading in 12 years and well below the threshold of 80, which the Conference Board says can signal a potential recession in the near future. However, the proportion of consumers anticipating a recession in the next year held steady at a nine-month high, the board reported.
“Consumers’ optimism about future income — which had held up quite strongly in the past few months — largely vanished, suggesting worries about the economy and labor market have started to spread into consumers’ assessments of their personal situations,” said Stephanie Guichard, senior economist at The Conference Board…..”
submitted by /u/Rainyfriedtofu

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Amazon is a bargain at $205

Community: stocks |
Posted by: /u/Fountainheadusa |
Date: 3/26/2025, 3:32:18 AM

I’ve been adding Amazon (AMZN) to my portfolio in the past week; it is a bargain at $205, having dropped almost 20% from its high of $242.
AWS is a behemoth at $ 108 Bn in 2024 sales, and still growing at 19%. That is still remarkable growth for a market leader with two other 800-pound Gorillas, Alphabet and Microsoft, chasing it. It generated operating profits of $39 Bn last year, a growth of 66% with an operating profit margin of 37%.
Amazon’s advertising revenue last year was estimated at $56Bn and growing around 20% a year. This is also a high operating margin business, generating over 20% in operating profits.
While online domestic and international sales are a drag, growing slower in single digits, they’re not significantly slower than Walmart’s sales growth and margins.
Amazon Prime has about 200Mn members and is another sustainable, sticky, and high-margin business, valued at close to $360Bn.
I used a 10x multiple for the high-growth, high-profit margin, and sustainable businesses.
|| || ||MCap $Bn|Sales $Bn| |Company Wide|2,150|638| |AWS 10x sales|1,020|107| |Advertising 10x sales|600|56| |Prime 10x sales|360|36| |||| |Balance|170|439|
We’re getting the online and physical retail operations of $439 Bn at a market cap of just $170 Bn.
We haven’t even valued all their investments and partnerships under AI development. That can be very valuable in the future.
submitted by /u/Fountainheadusa

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Why Klarna IPO a big deal?

Community: stocks |
Posted by: /u/SBTC_Strays_2002 |
Date: 3/26/2025, 4:01:38 AM

The USA already has “buy now; pay later” fintech companies like PayPal and Affirm trading on the NYSE. I just don’t see how another one entering the space is significant. Is their underlying structure different?
submitted by /u/SBTC_Strays_2002

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Sector index fund or mutual recommendations outside of tech and financial?

Community: stocks |
Posted by: /u/TheMooseIsLoose2355 |
Date: 3/26/2025, 4:07:39 AM

Hi everyone right now I have the VFIAX admiral shares vanguard index and also have a portfolio with UBS consisting shares of Amazon, Apple, ITT Inc, Nvidia and United health. Have over 1500 shares of Apple alone. Trying to diversify so I thought about some other great index funds within other sectors than Tech and finance.
Any suggestions on some other great performing index funds or mutual funds in the areas of consumer, healthcare, industrials, communications, consumer defense, energy, real estate, basic material and utilities? Thanks so much!!
submitted by /u/TheMooseIsLoose2355

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Chinese EV giant BYD outpaces Tesla with annual sales of more than $100 billion

Community: stocks |
Posted by: /u/Puginator |
Date: 3/26/2025, 4:09:59 AM

Chinese automaker BYD reported annual revenue of 777 billion yuan ($107 billion) for 2024, leapfrogging U.S. rival Tesla as competition between the two electric vehicle rivals heats up.
In a filing published Monday, BYD posted a 29% increase in revenue from the previous year, bolstered by sales of its hybrid vehicles. This figure exceeded the $97.7 billion annual revenue reported by Elon Musk’s Tesla.
Wang Chuanfu, chairman and president of BYD, hailed the firm’s “rapid development” in 2024, noting the company became the first automaker globally to reach the milestone of rolling out 10 million new energy vehicles in November.
“BYD has become an industry leader in every sector from batteries, electronics to new energy vehicles, breaking the dominance of foreign brands and reshaping the new landscape of the global market,” Wang said in a statement.
The filing comes shortly after BYD announced a new battery technology that it claims can charge EVs almost as quickly as it takes to fill a gasoline car.
The automaker said last week that it’s new so-called Super e-Platform will allow cars that use the technology to achieve 400 kilometers (roughly 249 miles) of range with just five minutes of charging. CNBC could not independently verify these claims.
Analysts hailed BYD’s new battery platform as “out of this world” and suggested the development could lead to a profound change of behavior among EV owners.
Hong Kong-listed shares of BYD have rallied 46% year to date.
Shares of Tesla, meanwhile, have tumbled more than 31% so far this year, amid rising consumer boycotts and plummeting demand globally driven in part by Musk’s rise as a hard-line conservative political figure.
Source: https://www.cnbc.com/2025/03/25/ev-giant-byd-outpaces-tesla-with-annual-sales-of-over-100-billion.html
submitted by /u/Puginator

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23.35 percent dividend yield

Community: stocks |
Posted by: /u/I_hate_ElonMusk |
Date: 3/26/2025, 6:15:46 AM

Oxford Lane Capital has the above mentioned dividend yield.
I perfectly understand dividend yields and dividends in general.
However I have difficulties understanding whats the trick here ? Do you believe this is a fund that will just go away in a few years?
If someone has any kind of knowledge about this specific fund or AGNC Investment with also a very high 14 percent yield, would be greatly appreciated.
submitted by /u/I_hate_ElonMusk

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Canada Freezes $43 Million in Tesla EV Rebates, Bans Future Eligibility Over Tariff Dispute

Community: stocks |
Posted by: /u/DPH_NS |
Date: 3/26/2025, 6:22:42 AM

Paywall Free Source:
https://driveteslacanada.ca/news/canada-freezes-43-million-in-tesla-ev-rebates-bans-future-eligibility-over-tariff-dispute/#google_vignette
Toronto Star (Paywalled)
https://www.thestar.com/news/canada/canada-freezes-tesla-s-43-million-rebate-payments-bars-it-from-future-rebates-because-of/article_d93ae97a-944c-41c6-bae0-63e905050d87.html
submitted by /u/DPH_NS

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GameStop board approves adding bitcoin as a treasury reserve asset

Community: stocks |
Posted by: /u/Amber_Sam |
Date: 3/26/2025, 6:39:43 AM

March 25 (Reuters) – GameStop (GME.N), opens new tab said on Tuesday that its board has unanimously approved the addition of bitcoin as a treasury reserve asset. The decision echoes that of Strategy (MSTR.O), opens new tab, the largest corporate holder of bitcoin, which in February dropped the word “Micro” from its name and unveiled a new logo, to emphasize its commitment to Bitcoin.
submitted by /u/Amber_Sam

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