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2025-03-22
Top 10 SaaS Cloud multiples in enterprise software
This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Samsara, Inc.(IOT)$ $SailPoint Parent, LP(SAIL)$ $ServiceNow(NOW)$ $Guidewire(GWRE)$ $Shopify(SHOP)$ $Palo Alto Networks(PANW)$ $Snowflake(SNOW)$ ImageThis week on Clouded Judgement: M&am
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2025-03-22
Retail investors have continued to buy the dip aggressively
Retail investors have continued to buy the dip aggressively throughout this $S&P 500(.SPX)$ correction. Retail has only been a net seller in 7 sessions for ALL of 2025. $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ ImageThat was my view at the beginning of March：Retail investors net bought stocks for 28 straight days from 1/10 to 2/20, including 4 of the top 5 largest retail buying days in history. This the type of euphoria you see at market tops. Image
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2025-03-22
$Meta Platforms, Inc.(META)$ The Calculus of Impartiality: A Treatise on Dispassionate Market Engagement Thanks Ah_Meng for your candid take on META, it’s a viewpoint I respect. That said, my engagement with the stock is scrupulously insulated from personal affect, political undercurrents, or subjective impressions of its stewardship. I navigate the markets through a framework of epistemic rigour, where probabilistic reasoning, quantitative fidelity, and structural dynamics dictate my course. META’s role whether it be in my portfolio or not, is not a referendum on its CEO or ethos, but a calculated outcome of its empirical profile, revenue vectors, margin tenacity, and competitive moats, parsed with clinical detachment. This stance finds kinship w
TOPMig: 👏👏👏👏 another amazing article BC. one of the best morning read ever ☕ Think that you proved your point of view 🤪 Took notes of some names for future research 🙂 Also... I'm surprised at how many characters are allowed per post... 🤪
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2025-03-22
Tesla (TSLA) Stock Outlook: Why I’m Bullish in the Short, Medium, and Long Term
Tesla (TSLA), the global leader in electric vehicles (EVs) and clean energy solutions, has faced significant volatility in 2025, with its stock price dropping from a high of $466.47 in early January to a low of $217.02 in February, before rebounding to $248.71 as of March 21, 2025. Despite challenges such as political controversies, declining sales, and intensifying competition, Tesla’s innovative edge and market dominance provide a compelling case for optimism across short, medium, and long-term horizons. This article combines the latest financial and political news with technical analysis to explain why I remain bullish on Tesla. Short-Term Bullishness: Policy Wins and Sentiment Recovery Short-Term Outlook (1-3 Months): Tesla’s stock has shown signs of recovery, climbing 14.6% from its r
TOPI had every intention of buying under 200 and it has rallied again. I will be buying on the dip.
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2025-03-22
$SPDR S&P 500 ETF Trust(SPY)$ $S&P 500(.SPX)$ 🕵️♀️⚡ SPY-nal Tap: Cranking the Gamma to 11 at $562.57 ⚡ Unravelling SPY’s Options Dynamics, A Strategic Blueprint for a Bullish Turn at $562.57 The SPDR S&P 500 ETF Trust (SPY) sits at $562.57 on 22Mar25, as illustrated in the options chain for the 21Feb25 expiry (GEX Exp 2025,03,21). This chart unveils a complex interplay of open interest, gamma exposure, and market positioning, offering a lens into potential price movements and investor sentiment. By dissecting the options data, macroeconomic context, and expert insights, this analysis provides a sophisticated framework for understanding SPY’s near-term trajectory, with a particular focus on the
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2025-03-22
$SUPER MICRO COMPUTER INC(SMCI)$ $Yieldmax Smci Option Income Strategy Etf(SMCY)$ 📈🅱️ U͎ L͎ L͎ I͎ S͎ H͎ 📈 $SMCI: AI Chip Surge Triggers Breakout, Could This Be 2025’s Hottest Trade? On 22Mar26, in New Zealand 🇳🇿 (March 21, 2025, in the USA🇺🇸), as stock futures wobble and the S&P 500 fights to break its four-week losing streak, Super Micro Computer (SMCI) is capturing attention with a commanding +8.25% surge, trading at $42.32 as of 13:10:54 EDT with the market still open. This AI chip leader is shrugging off broader market turbulence, driven by a textbook technical setup, robust fundamentals, and a pivotal upgrade from JPMorgan. For traders and investors seeking high-octane opportunities, SMCI’s
TOPamazing article BC 🙂 thanks for sharing. I love articles like this one, a share with a yield max related stock to maximise profits. Smart strategy, hope that you don't mind for me to copy it 😉 also, the set loss, entry points... all well planned, explained and properly supported 👏👏 A fun fact... I just noticed that when I reply, the window says "Reply to Authur"... is this a typo of "Arthur" or "Author"? Have an amazing weekend 🙂
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2025-03-22
$Tesla Motors(TSLA)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$ 🤖🚀⚡ Tesla’s Fibonacci-Driven Rebound: A Technical and Fundamental Blueprint for Navigating $261.70 and Beyond ⚡🚀🤖 Tesla, Inc. (TSLA) is at a critical juncture, with its stock price at $246.08 on 22Mar25, 🇳🇿NZ Time, as shown in the 4-hour chart. The stock has been trending downward within a descending channel since late January, but I have identified Fibonacci retracement levels ~ $246.10, $248.60, $253, $257, and $261.70, suggest a potential reversal. These levels, supported by technical patterns, recent comments from Elon Musk, top analysts, and fundamental catalysts, provide a comp
TOP300 by end of next week.[Cool]
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2025-03-22
Why Micron Technology (MU) Is Poised to Outperform
$Micron Technology(MU)$ Five Compelling Reasons In the rapidly evolving semiconductor landscape, Micron Technology (MU) emerges as a stealth powerhouse with strategic positioning that aligns perfectly with tomorrow's technological demands. Here's why savvy investors should consider this memory chip leader: 1. AI's Unsung Hero While GPUs dominate AI headlines, Micron's high-bandwidth memory (HBM) chips are the invisible backbone powering AI accelerators. As large language models grow exponentially in complexity, Micron's cutting-edge HBM3E technology positions it as a critical enabler of the $1 trillion AI hardware revolution. 2. Supply-Demand Sweet Spot The memory industry's cyclical nature is tilting favorably. With major players rationali
TOPIt is still good semiconductor stock. Go go next week and above $100.
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2025-03-21
Options Floor Traders Strike: April Puts on Chinese Stocks
Not a moment wasted mourning the triple witching day, as large April put orders on Chinese stocks have already hit the market!I initially wanted to reflect on the triple witching day, but considering it’s been thoroughly discussed over the past three weeks, there’s little left to add. If open interest on monthly options becomes too heavy, the market tends to adjust ahead of time, with everything settling on expiration day itself.There are always noteworthy developments to watch during the week, such as how the clear targets of triple witching day attract excessive arbitrageurs, causing certain strike prices to skyrocket. While arbitrageurs often focus on out-of-the-money options, their activity can still lead to some market volatility.The April Show: Chinese Stocks Under PressureThe highli
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2025-03-21
Paypal Growth Deceleration, Should Growth Stock Investors Buy
$PayPal(PYPL)$ PayPal Holdings, Inc.'s stock has dropped by more than 20% since our previous warning about potential risk factors. While the company recently posted strong Q4 results, we anticipate challenges ahead due to reduced discretionary spending. PayPal's dominance in branded checkouts is under increasing pressure from competitors, and eBay's performance remains lackluster. A valuation analysis reveals that Return on Equity (ROE) is trailing behind PayPal's Capital Asset Pricing Model (CAPM). Despite the company’s $15 billion buyback program, we are concerned about the diminishing value of risk premiums. Fundamental Analysis PayPal reported its fourth-quarter financial results in February, exceeding expectations by surpassing its revenue ta
TOPMuch appreciation on your openness of yourtrading strategies of $PayPal(PYPL)$ and Best ofluck with your future trades! Welcome to open a CBA todayand enjoy access to a trading limit of up to SGD 20,000 withupcoming 0-commission, unlimited trading on SG, HK, and USstocks, as well as ETFs. Find out more here. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
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2025-03-21
Will NIO rise with Q4 2024 earnings?
I used to have high hopes for $NIO Inc.(NIO)$ and its future. Among the three Chinese EV makers that started around the same time (including $Li Auto(LI)$ & $XPeng Inc.(XPEV)$), NIO seemed the most promising. NIO's CEO was charismatic and humble. His vision for EV charging was smart: make it as quick as filling up gas. Drivers could swap empty batteries for full ones in minutes. But NIO made mistakes with its money: Instead of establishing the brand in EU market, the country managers hired are not up to scratch. Since it first appeared in Norway on 30 Sep 2021, NIO is still lagging when it comes to sales compared to $BYD C
TOPNio’s earnings are good it's just the spending on infrastructure and new models etc, they are not wasting money they are making the business better and stronger
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2025-03-21
Daily Hot Stocks - AMD, NVDA & META
1. $Advanced Micro Devices(AMD)$ AMD is showing strong buying pressure, and this BX flip is usually a great sign.🔹 Caution: We’ve failed this setup 3 times before🔹 Bearish structure still in play—need confirmation🔹 Risk management is key—how to avoid another rejection2. $NVIDIA(NVDA)$ Still showing compression, but holding strong on both the BX Trender and the daily time frame.🔹 Support remains intact🔹 Expecting a push to $128-$130 before potential rejection🔹 Watching for confirmation on the next move3. $Meta Platforms, Inc.(META)$ Meta has been in freefall the past few weeks, and many are trying to time the bottom.🔹 Potential setup forming, but patience is key🔹 N
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2025-03-21
Hot Stocks - TSLA, SPY & AMZN
1. $Tesla Motors(TSLA)$ Tesla traded sideways today, but buying pressure is building on smaller time frames. Here’s what you need to know:🔹 Buying pressure is increasing🔹 Waiting for confirmation to bounce back to $280-$300🔹 Patience is key — setup looks promising2. $SPDR S&P 500 ETF Trust(SPY)$ The S&P 500 traded sideways today but closed with an uptick on the THT Weekly Trender.🔹 First higher high in nearly a month🔹 No confirmed bottom yet—still waiting for a full cross-up🔹 Good sign, but we need further confirmation3. $Amazon.com(AMZN)$ Amazon is holding support and compressing—a good sign so far.🔹 Daily BX showing buying pressure🔹 Weekly still unconfir
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2025-03-21
SPY, QQQ, IWM & MGK - Beginning to see widespread belief in an oversold bounce
Beginning to see widespread belief in an oversold bounce and chatter about a follow-through day, but here’s my contrarian view on the market right now. $SPDR S&P 500 ETF Trust(SPY)$ - Bear Flag, Declining 10-MA 3rd Rejection, 200-MA 2nd RejectionImage $Invesco QQQ(QQQ)$ - Bear Flag, Declining 10-MA 3rd RejectionImage $iShares Russell 2000 ETF(IWM)$ - Bear Flag, Flattening 10-MA reclaimed into 4th session, Declining 20-MA 2nd rejectionImage $Vanguard Mega Cap Growth ETF(MGK)$ - Bear Pennant, Declining 10-MA 3rd RejectionImageThe price structure over the past 7 weeks actually provides clear, factual price evidence this ma
TOPa new bull market begins. The MACD cross that we've all been waiting for is going to happen next week.[Allin]
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2025-03-21
SPX - I am still expecting further rally to 5750-5825
Despite the $S&P 500(.SPX)$ struggles, I am still expecting further rally to 5750-5825 for the 2nd wave before the ultra bearish 3rd.We could see downside manipulation to 5631-5597 before reversing higher, but leaning we continue to close above 5597.Simply put - one more wave up to the blue box is favored before the next big leg(s) down. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2506(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2506(NQmain)$ Image
TOPIt closed strongly on Friday night and no doubt it is expected to rally next week.
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2025-03-21
Natural Gas Heats Up: Is Now the Time to Invest in a Multi-Year Bull Run?
Natural gas is currently experiencing a strong bull market driven by short-term factors like weather and export growth, as well as longer-term trends such as its role as a transition fuel. While some forecasts suggest prices could stabilize or decrease slightly after 2026, others indicate continued growth through 2030. Given the current momentum and supportive fundamentals, it is likely that natural gas is in a multi-year bull run, though investors should remain mindful of potential risks such as increased supply and the energy transition. Current Market Conditions As of March 21, 2025, natural gas futures prices are trading above $4.0 per million British Thermal Units (MMBtu), with the Henry Hub spot price at $4.22 per MMBtu and the April 2025 NYMEX contract at $4.247 per MMBtu for the we
TOP72 is very strong support, boil back to 72 2 time already , hope it break b4 3/28 if not it will back to 100