4.73K
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2025-03-26
Alibaba's AI Empire: Not Too Late To Join The Bulls
SummaryAlibaba's cloud and AI business shows strong long-term growth and profitability, with the AI segment growing triple digits for six consecutive quarters.The cloud business posted double-digit growth in 3Q25, and Alibaba continues to invest aggressively in this segment.Alibaba's prudent capital allocation strategy includes share repurchases, benefiting shareholders and reinforcing my Buy rating.I reiterate my Buy rating on Alibaba with a target price of $183, driven by its robust cloud and AI business growth.Btw, quick tip, I recently found an awesome trading tool, Tiger CBA! You can trade immediately without upfront capital, just settle gains/losses later, and enjoy up to $20K trading limit with 7 days interest-free and 60 days commission-free trades. It's perfect for maximizing capi
TOP0billionaire: Love your insights on Alibaba's growth! [Heart]
1.98K
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2025-03-26
Market Recap: Investors Shrug Off Weak Consumer Confidence
Major Index Performance (Tuesday): $S&P 500(.SPX)$ : +0.2% $NASDAQ(.IXIC)$ : +0.5% Dow Jones: +0.01% (barely positive after spending most of the day in the red) $Invesco S&P 500 Equal Weight ETF(RSP)$ Despite yet another weak consumer confidence report, markets managed to inch higher—suggesting investors are focusing more on corporate profitability and Fed policy than on soft sentiment data. 5 Key Issues Driving Market Volatility Individually, these issues aren't overly bearish, but together, they create an unpredictable mix: Uncertain Fed Policy – No clear timeline for rate cuts. Tariff Concerns – Policy shifts are rattling businesses & consumers. Co
TOPTariffs and geopolitics could stir the pot, though—u seeing this as a shaky pause or a springboard for tech to rip? [Surprised]
25.99K
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2025-03-26
Trump Hinted Tariff Exemptions on Key Partners; PBOC Signals Easing [CSOP APAC Midweek Glance]
East Asia $CSOP LOW CARBON US$(LCU.SI)$ YTD return: +5.31% LCU was relatively flat in USD WTD. Markets are cautiously optimistic ahead of Trump tariffs (April 2) on hopes of narrower-than-expected trade sanctions as Trump hinted at tariff exemptions for key partners. Despite that, China and Australia cautioned against broader global economic fallout from U.S. trade protectionism. WTD gains are led by TSMC and Commonwealth Bank of Australia while WTD losses are led by Tencent, Meituan and Alibaba. $CSOP SEA TECH ETF US$(SQU.SI)$ SQU YTD return: -14.46% SQU's gained +0.65% in USD WTD. WTD gains are led by Sea Ltd, Wipro and Infosys. Arete analyst initiated cover
3.40K
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2025-03-26
Labubu EXPLODES! Pop Mart 375% Overseas Growth Stuns Global Toy Market 🚀
$POP MART(09992)$ announced its full-year results for FY24 at noon on March 26, demonstrating "both internal and external cultivation" to be the best among Chinese companies. 2024 has verified the triple logic of "globalization expansion + IP iteration + operational leverage".Overall, 2024 verified the triple logic of "globalization expansion + IP iteration + operation leverage", and the performance exceeded expectations:Overseas outbreak: localized operation ability breaks through the regional ceiling, overseas cultural output opens the second growth curve, and domestic refined operation is a hedge against weak consumption.IP vitality: new and old IP synergize, product structure upgrades to high gross profit, scale effect releases profit elastic
TOPWow, what an impressive growth story! 🚀 [Great]
5.14K
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2025-03-26
Labubu Sold $400mn in 2024! POP MART is another NVDA?
After reading the earnings report of $POP MART(09992)$ today, I was simply shocked by this "money printing machine"!Labubu's The Monsters series, 2024 annual revenue of more than 3 billion, and the first half of only 600 million, second only to Molly, but the second half of the wildly overtaken.Although there is absolutely no business, industry, technology attributes to compare the two, but the two share the underlying code of "super growth stocks": monopoly market segments, globalization and expansion, product iteration crushes the questioning, but there have been questions on the road to growth.Specifically two aspects:High valuation - high faith, the scarcity of the leading "pricing power" premiumNVDA: with AI arithmetic monopoly, the dynamic
TOPMy daughter make a good choice, buying the stock instead of the soft toy
1.52K
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2025-03-26
Dollar General Dip Is A Buy or Hold? Retail Struggle!
$Dollar General(DG)$ Earning Overview In 2024, Dollar General reported an EPS of $5.11. For 2025, management expects a minimum EPS of $5.10, though that’s on the lower end of projections. On the higher end, they anticipate earnings could reach up to $5.80. If the company hits the top end of its guidance, that would reflect nearly 14% year-over-year growth. Looking further ahead, Dollar General’s management is projecting annual EPS growth of at least 10% starting in 2026. While some of this growth will likely be driven by stock buybacks, there’s also significant potential to improve profit margins and boost EPS in that way. Under this long-term outlook, it’s possible for Dollar General’s EPS to double within the next five to seven years. This assumpt
TOPNot to worry long term DG investors. This stock will return >10% returns for the next 5+ years.
1.16K
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2025-03-26
How to hedge Trump risk? Try options to go long gold
Recently, Jonathan Guthrie, corporate editor of the Financial Times, wrote an article stating that,$SPDR Gold ETF (GLD) $Is the real "Trump put option". This view is not only symbolic, but also has profound market logic. In the current political and economic environment, gold is becoming an important tool for investors to hedge risks. So, how do we use options strategies to go long gold efficiently?Market uncertainty and gold's safe-haven attributes in the Trump eraInvestors generally believed that Trump's policy would cover the stock market when the market fell, forming a "Trump put option". However, the reality is that the S&P 500 has fallen 6% since November last year, and the market's confidence in Trump's support is weakening. Instead, the pr
7.01K
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2025-03-26
$TCH.HK 20251230 530.00 CALL$ Painful to take profits here but I'm determined to remain flexible in the coming weeks. Maintain flexible margins.
TCH.HK CALL
03-26 09:52
HK20251230 530.00
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 47.79 42Lot(s) | +26.28% Closed |
TOPNice one![Cool] Btw we would like to invite you to our Telegram Group, you can contact me via email ：zhoujunsong@itiger.com
2.50K
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2025-03-26
Where will the yield of the 10-year US Treasury bond lead the market?
At the latest Federal Reserve meeting last week, policymakers unsurprisingly chose to maintain the status quo on interest rates. The relatively dovish tone of the communication improved market sentiment slightly, yet significant uncertainty remains over the future trajectory of monetary policy. Opinions are split: some believe that former President Trump's anti-globalization policies might lead to inflation or stagflation, preventing the Fed from cutting rates, while others anticipate that recession risks will compel the Fed to implement aggressive monetary easing to stabilize the economy. Examining bond market data can help determine which of these scenarios is more plausible.Recent Trends in 10-Year Treasury YieldsSince peaking at over 5% during the previous U.S. rate-hiking cycle, the 1
TOPGreat insights! This is a must-read! [WOW]
4.77K
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2025-03-26
How to Find Alpha When the Market Has No Beta?
A friend told me yesterday that trading has been exhausting lately—U.S. stocks are going up one day, down the next, struggling to break higher. Meanwhile, China’s A-shares wiped out a month’s gains in just three days, leaving many traders feeling lost.That got me thinking:What if there’s no beta return this year? How do we find alpha?Understanding Alpha and Beta🔹 Alpha (α): If your stock rises 15% while the market gains 10%, or if the market drops 5% but your stock still gains 5%, that extra return is alpha. It comes from stock-picking skills, trading strategies, or investment decisions—independent of overall market trends.🔹 Beta (β): If your stock or fund moves in line with the broader market (e.g., $S&P 500(.SPX)$,
TOPTotally agree on combining A (Beta) + B (Alpha) strategies—I've allocated 30% of my portfolio to QQQ.
1.28K
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2025-03-26
America’s Looming Economic Dilemma Trump’s Massive Tax Cuts Could Backfire
$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The U.S. Faces a Growing Economic Challenge Alright, everyone—things are getting even stranger. Today’s discussion is both amusing and deeply serious, as it highlights a critical issue the U.S. is grappling with. The core challenge? Shifting financial responsibility from the government to the private sector. The Push to Reduce Government Spending To his credit, Benson acknowledges that national debt is spiraling out of control and is even willing to risk a U.S. recession to address it. He has emphasized the unprecedented levels of government spending outside of wartime or recession, pushing for a course correction: reducing government spending, deleveraging the public
1.96K
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2025-03-26
Consumer Discretionary Stocks in 2025: Navigating the Tariff Tightrope
Are consumer discretionary stocks a high-stakes gamble in 2025? As of March 25, 2025, with the April 2 tariff deadline looming, this sector—home to retailers, automakers, and luxury brands—is at a crossroads. The XLY Consumer Discretionary Select Sector SPDR ETF is up a modest 4% year-to-date (YTD), trailing the S&P 500’s 3%, but beneath the surface, winners and losers are emerging fast. Will tariffs spark a sell-off or a surprise rally? Let’s dive into the data, unpack the trends, and map out how to play this tariff-fueled shakeup in a volatile market. The Market in 2025: Uncertainty Rules The S&P 500’s scraping by with a 3% YTD gain as of March 25, per real-time trends, with utilities climbing and tech fading (Nasdaq down 2% this week). The Fed’s March 20 rate hold at 5.25%-5.5%
3.15K
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2025-03-26
Funny thing at the moment is the market is obsessed with macros, trump and musk. Rightfully so, but they are sooo obsessed that they seem to be ignoring very positive news from smaller caps like $Venture Global, Inc.(VG)$, $Redwire Corp.(RDW)$ and $Archer Aviation Inc.(ACHR)$ To name a few. All have dropped significantly in price but are all announcing significant positive growth initiatives that will impact profits positively going forward. I've always made my best investment decisions following the unfollowed. Often it takes months for the market to react. But eventually they do when quarterly reports come in and the market is totally surprised. It's amusing
TOPHaha. You are a cat person! Me too. 🐈
1.39K
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2025-03-26
I have finally did a promised lunch time jog... a long due promised since my health took a dip. I just need to keep the jog going... [Sly] i admit it is a hard slog, but it is worth it. I can still type [LOL] Today, I am not sharing my run 🏃♂️ or my health matter. It is a continuation from my last week's urgent message about $AML3D LTD(AL3.AU)$ . I hope some readers have read and taken notice. I have been adding comments to that post. Earlier today, I wrote, "mark this date, 26 Mar 2025". Why? It is taking off... how do I know before it really did? The volume, which has been in a slumber for the past few days, finally took off! See the chart below. It is just early days. $AML3D LT
TOPLike running 🏃♂️, I am just trying to get my Daily Discussions going… basically like a diary [Grin][Cool] Simultaneous motivation so to speak… that’s how the topic was linked.
869
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2025-03-26
Market Highlights 💡 - 26 March 2025
Global Markets Mixed as Investors Assess Trump's Tariff Policies 🇺🇸 S&P 500 Index: +0.16% 📈 🇺🇸 Nasdaq Index: +0.46% 📈 🇪🇺 Stoxx 600 Index: +0.67% 📈 🇯🇵 Nikkei 225 Index: +0.46% 📈 🇭🇰 Hang Seng Index: -2.35% 📉 🇨🇳 CSI 300 Index: -0.06% 📉 🇸🇬 Straits Times Index: +0.46% 📈 US stock markets closed higher, with the S&P 500 and Nasdaq rising 0.1% and 0.5%, respectively, as expectations grew that US tariff policies might be eased. The Hang Seng Index dropped -2.3% as investors reacted to US President Trump's tariff threats. The technology sector was the worst performer, dragging the market down. Upcoming Events Wednesday: US Core Durable Goods Orders MoM and Durable Goods Orders MoM Thursday: US Final GDP Growth Rate and Initial Jobless Claims Friday: Japan Housing Starts YoY and US Core PCE P
TOPno div, 53 pe, XIAOMI will spend 5.5 billion on ev plant (unknown factor to succeed) . most of the products are low profit margin businesses.
3.66K
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2025-03-22
$Schwab US Broad Market ETF(SCHB)$ 🌟🌟🌟When the markets are down, I get active. SCHB is a great ETF that delivers a well balanced exposure to the US market. It provides easy access to 2500 of the largest US companies from Large cap, Mid Cap to Small Cap in just 1 powerful trade. SCHB tracks the Dow Jones US Broad Stock Market Index. SCHB has a low expense ratio of just 0.03%, putting more money back into my pockets. The Top 10 holdings include the Magnificent 7 as well as Berkshire Hathaway, Broadcom and JPMorgan Chase. SCHB also pays dividends every 3 months. The current dividend yield is 1.2%. SCHB goes ex dividend on March 26 2025. Ka-ching! @TigerC
SCHB
03-22 03:03
USSchwab US Broad Market ETF
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 21.74 1 | +23.26% Holding |
TOPWhat’s the holding of this ETF? [Doubt][Doubt]
836
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2025-03-25
$Palantir Technologies Inc.(PLTR)$ when your conviction (until $1500 per share). I need this to escape from rat race and start to give back to my community!
TOPCongratulations on your succeed trades. Well done on your recent profits! Your disciplined approach to investing is really shining through. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.💹💰 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
1.45K
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2025-03-25
$TSLA 20250516 550.0 CALL$ dollar cost averaging the way down now the reversal. No leverage just inevitable kangaroo market. When the time is right and sentiment has reversed take profit and look at cheap puts. I'm not experienced at this but yet here I am [Blush] [Miser] [Cool]
969
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2025-03-25
$TSLA 20250328 290.0 CALL$ remain Bearish on tesla
TOPCongratulations on your succeed trades. Your success is a testament to your patience and strategic thinking. Keep up the great work in the market! Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🤩🎉 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.