YX Insights

YX Insights
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Page 13

Sep 19, 2024

Salesforce (CRM) - Betting Big on AI Agents

Will Agentforce be a game changer for Salesforce's future growth? We dive into its potential, pricing model, and what it means for the company’s future valuation, as well as the investment opportunities it presents.

Yimin Xu

EquitiesEquities

+3+3

Sep 17, 2024

YXI Webinar Recording September 17, 2024

FOMC Preview, Market Impact, SPY/ QQQ analysis, Technical Analysis on TLT, BTC, GLD, SLV, NVDA, TSLA, MSFT, AMZN, AAPL, META

Yimin Xu

Private CreditPrivate Credit

Sep 16, 2024

Hercules Capital (HTGC): High Risk But Higher Premium?

Analysing one of the most expensive business development companies in the market, including its growth, asset write-downs, capital structure, interest rate sensitivity, and price premium.

Yimin Xu

EquitiesEquities

+2+2

Sep 12, 2024

Post CPI: Where Are Equities and Bonds Headed?

We analyse Wednesday’s CPI print, its implication on the upcoming FOMC, and the chart analyses of TLT, SPY, AMZN, NVDA, BTC, and SLV.

Yimin Xu

Private CreditPrivate Credit

Sep 12, 2024

Golub Capital (GBDC): An Investor-Friendly BDC with a Resilient Capital Structure

A Deep Dive into GBDC’s Recent Performance and Outlook for the Rest of 2024

Yimin Xu

Gold & SilverGold & Silver

+5+5

Sep 10, 2024

YXI Webinar Recording September 10, 2024

We analyse Fiat vs Bitcoin vs Gold, Nonfarm Payrolls, CPI preview, FOMC prediction, SPX, TLT, and Mag-7 stocks

Yimin Xu

Gold & SilverGold & Silver

+3+3

Sep 09, 2024

Is the Stock Market’s Bull Run Over? (Pre-market, SEP 09, 2024)

Assessing the FOMC Rate Cut Debate, Market Liquidity Shifts, and Key Trade Setups for September.

Yimin Xu

EquitiesEquities

Sep 06, 2024

Apple (AAPL): Can AI Drive the Next Phase of Growth?

We analyse Apple’s revenue drivers, latest performance, the challenges ahead, its valuation compared to peers, discounted cash flow modelling, and technical analysis.

Yimin Xu

Private CreditPrivate Credit