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1.74K
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DrewStrong
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2025-06-23
$Yatsen Holding Limited(YSG)$ Finally this rally has arrived! Patience truly pays off: thanks to Yatsen’s precise brand repositioning, standalone valuations, and a focus on premium skincare with 20–30% net margins and a deep moat, I nailed the breakout today and made a solid profit,stepping into dinner with an extra chicken drumstick!
$Yatsen Holding Limited(YSG)$ Finally this rally has arrived! Patience truly pays off: thanks to Yatsen’s precise brand repositioning, standalone v...
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2.46K
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PeteLeacock
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2025-06-23
$Exxon Mobil(XOM)$ Bought Exxon Mobil not just as a legacy energy name, but as a stealth “power supplier” in the AI era. Massive power needs behind AI large models are fueling its pivot, natural gas-fired plants plus carbon capture to serve data. If the AI premium finally gets priced in, Exxon’s upside won’t be limited to oil.Cashed out a neat gain today, it feels like betting early on tomorrow’s infrastructure boom. Sweet!
$Exxon Mobil(XOM)$ Bought Exxon Mobil not just as a legacy energy name, but as a stealth “power supplier” in the AI era. Massive power needs behind...
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1.98K
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JoBloor
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2025-06-23
$IONQ Inc.(IONQ)$ A true frontrunner in the quantum race. IONQ is only getting stronger! With suspended atoms as qubits, their system is incredibly stable and reliable. Now over 100 qubits, and accessible via $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google Cloud—making it the go‑to platform for quantum developers. This rally isn’t just about tech leadership, it’s about ecosystem validation. I’m riding the wave hard. Feels fantastic to be in profit and watch the future unfold!
$IONQ Inc.(IONQ)$ A true frontrunner in the quantum race. IONQ is only getting stronger! With suspended atoms as qubits, their system is incredibly...
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1.73K
General
HMH
·
2025-06-23

Solar Bloodbath: Tax Credit Cuts Erase $28B in Market Value—What’s Next?

Solar stocks have suffered a dramatic sell-off, with $Sunrun(RUN)$, $SolarEdge(SEDG)$, $Enphase Energy(ENPH)$ and $First Solar(FSLR)$ declining between 17% and 38%. The catalyst for this sharp downturn is a U.S. Senate proposal to fully eliminate tax credits for solar and wind energy by 2028—a move that shakes the foundation of an industry heavily dependent on federal incentives. The Tax Credit Phase-Out: What’s at Stake The Investment Tax Credit (ITC) has been a cornerstone of U.S. solar energy growth, offering a 30% federal subsidy for solar installations since 2006. The Senate’s new plan would: Phase out credits increm
Solar Bloodbath: Tax Credit Cuts Erase $28B in Market Value—What’s Next?
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2.49K
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TigerOptions
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2025-06-23

Why KLAC Intrigues Me Now

$KLA-Tencor(KLAC)$ is the global leader in semiconductor process-control solutions and inspection tools—essential to every chip manufacturer’s production pipeline. Thanks to its unrivaled tech and sticky customer relationships, the company enjoys predictable demand and pricing power. In Q3 FY25, KLA reported an impressive 60% year-over-year surge in EPS to $8.41, with revenue climbing 30% to $3.06 billion. Analysts expect a further 36% earnings growth in 2025—a rareachievable performance in semis today. KLA has raised its quarterly dividend and added $5 billion to its share repurchase program—sending a clear signal that it expects continued cash flow strength and aims to reward shareholders. Technical Outlook KLAC Weekly Chart The stock has formed
Why KLAC Intrigues Me Now
TOPEnid Bertha: Oppenheimer upgraded KLAC with a price target of $950. I have a hunch we will be well above that number a year from now.
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1.47K
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xc__
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2025-06-20

Trump’s Tariff Comeback: Market Meltdown or Golden Opportunity?

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Donald Trump’s administration is rolling out a fresh wave of tariffs, and Wall Street’s nerves are buzzing. Bloomberg reports this latest tariff push might stand on sturdier legal ground than the scattershot duties of his first term, yet the ripple effects on imports—and the markets—could be just as seismic. Will stocks take a hit? And if they do, should you pounce on the so-called "Trump dip"? Let’s dive into the legal twists, economic stakes, and whether this chaos spells profit or peril. The Tariff Game: New Rules, Same Chaos? Trump’s first-term tariffs were a wild ride—targeting China, Canada, and Mexico with duties that ignited trade wars and rattled markets. This
Trump’s Tariff Comeback: Market Meltdown or Golden Opportunity?
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1.20K
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Mickey082024
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2025-06-20

Accenture Stock Analysis: A Quality Compounder Trading at Fair Value, But Still Not a Buy

$Accenture PLC(ACN)$ A Business Built for Stability and Scale Accenture is a rare example of a professional services firm that has not only achieved global scale, but maintained a high level of consistency across economic cycles. With over $200 billion in market cap, operations in more than 120 countries, and a workforce of over 740,000 employees, Accenture touches virtually every sector—from financial services and healthcare to energy and consumer goods. The company's business segments are well-diversified: Strategy & Consulting Technology Operations Industry-specific Services Accenture also has long-standing relationships with enterprise clients and government agencies, making its revenue stream sticky and recurring, even in times of macro un
Accenture Stock Analysis: A Quality Compounder Trading at Fair Value, But Still Not a Buy
TOPEnid Bertha: Curious about theories on why ACN is trending down. It tends to do that ahead of earnings, but usually the day or two before, not a week ahead.
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2.78K
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xc__
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2025-06-20

Market Mayhem Unleashed: Israel ETF Soars, HK Shares Plunge—Are You In or Out?

Geopolitical tensions are igniting fireworks in the stock market, and the stakes couldn’t be higher. Trump’s relentless warnings that “America’s patience is running out” and his push for Iran’s “unconditional surrender” have markets buzzing with anxiety—and opportunity. With whispers of U.S. military strikes against Iran on the horizon, oil stocks are rebounding, the Israel ETF is smashing records, and Hong Kong shares are taking a nosedive. Buckle up—here’s what’s driving this chaos, how long it might last, and whether you should ride the trend or hold back. The Trigger: Trump’s Iran Standoff Heats Up Trump’s been pounding the drum, signaling potential military action against Iran amid escalating tensions with Israel. Iran’s threats of retaliation and the U.S. bolstering its Middle East p
Market Mayhem Unleashed: Israel ETF Soars, HK Shares Plunge—Are You In or Out?
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1.42K
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Spiders
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2025-06-20

Why I'm Bearish on Semiconductor Stocks — And Riding SOXS for Now

Semiconductor stocks like AMD and Micron are, without a doubt, solid companies with strong technology and important roles in the global tech ecosystem. However, despite their quality, I'm broadly bearish on the semiconductor sector as a whole right now. Micron Technology (MU) Advanced Micro Devices (AMD) In my view, semiconductor valuations have become stretched. Many of these companies are priced for perfection, with market enthusiasm often running far ahead of the underlying fundamentals. I believe a significant portion of the tech sector — particularly semiconductor stocks — is overvalued relative to actual earnings performance, guidance, and macroeconomic conditions. That’s why I’m not currently looking to buy into semiconductor names, even the strong ones. I'm waiting for a better ent
Why I'm Bearish on Semiconductor Stocks — And Riding SOXS for Now
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2.01K
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xc__
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2025-06-20

Solar Stocks Crash: Are Tax Credits the Make-or-Break Factor?

Solar stocks have taken a brutal hit recently, with Sunrun and Solaredge plummeting over 40%, Enphase Energy sliding more than 26%, and First Solar shedding over 20%. The trigger? A U.S. Senate proposal to wipe out tax credits for solar and wind energy by 2028. This bombshell has investors running for the exits, but what does it really mean for the solar sector—and your portfolio? Let’s break it down. Why Tax Credits Matter Tax credits like the Investment Tax Credit (ITC) and Production Tax Credit (PTC) are the lifeblood of the renewable energy boom. They slash the upfront costs of solar installations and keep projects profitable, driving demand for companies like Sunrun (residential solar) and Enphase Energy (solar inverters). Without them, solar could become pricier for consumers, threat
Solar Stocks Crash: Are Tax Credits the Make-or-Break Factor?
TOPKristina_: Oof, tough times for solar… but tech innovation isn’t slowing down. I’m still bullish long-term — cleaner energy isn’t going anywhere. Might just be time to keep watch and stay patient. 👀🔋🌞
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4.34K
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koolgal
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2025-06-22
🌟🌟🌟In 2020 Top Glove $Top Glove(BVA.SI)$ looked like a winning stock.  The world was in the grip of Covid19, the demand for rubber gloves was exploding and Top Glove's profits were soaring. So I jumped on, not because I had done deep analysis.  Not because I understood the long term risks but simply because I was afraid of being left behind. That is FOMO, the Fear of Missing Out. At first, it felt that I made the right call.  The stock kept climbing but then came the cracks.  Demand normalised, labour controversies surfaced and the market turned.  The price kept falling and falling. Looking back I realised I wasn't investing.  I was reacting.  I let the crowd excitement become my conviction.  I confused
🌟🌟🌟In 2020 Top Glove $Top Glove(BVA.SI)$ looked like a winning stock. The world was in the grip of Covid19, the demand for rubber gloves was explod...
TOPbreAkdaWn: this is great sharing. can relate to it!
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2.56K
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surfer guy
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2025-06-22
Classic Market Illusions! Have You Fallen for Them? We’ve all been there. One moment you’re feeling like Warren Buffett, the next you’re staring at your portfolio wondering where it all went wrong. Trading both US stocks and our local STI isn’t just about charts - it’s a psychological battlefield where our own minds become our worst enemy. The “This Time Is Different” Trap Remember when everyone piled into tech stocks in 2021? That little voice saying “this time is different” is your first red flag. Whether chasing meme stocks on Wall Street or jumping into Singapore REITs during property booms, we convince ourselves that past patterns don’t apply to our current “sure thing.” As behavioral finance research shows, “overconfident investors overestimate the quality of their information and un
Classic Market Illusions! Have You Fallen for Them? We’ve all been there. One moment you’re feeling like Warren Buffett, the next you’re staring at...
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3.72K
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surfer guy
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2025-06-22
4. NVIDIA being “done for” Wah, I kena played by NVDA many times already! Last year I thought I very smart, short the stock at $120 because AI bubble sure burst right? Wrong lah! Jensen comes out in his leather jacket, say some fancy words about quantum whatever, and stock fly to $145. I panic sell at a loss while eating my instant noodles for dinner that week. Now I just follow the uncle at the coffee shop - he says buy NVIDIA, I buy. Simple life.[Helpless]  3. Tesla being “too expensive” Tesla is like that expensive girlfriend who drains your wallet but you cannot break up. I’ve been saying overpriced since $200, but the stock just keeps going up like our COE prices. Every time Elon posts some random robot picture on X everyone goes crazy and buys more. My Excel says the company w
4. NVIDIA being “done for” Wah, I kena played by NVDA many times already! Last year I thought I very smart, short the stock at $120 because AI bubb...
TOPVenus Reade: Unbelievable rally! It is going, like TSLA will reach 400 today.
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Mickey082024
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2025-06-23

Oscar Health (OSCR): A Disruptive Insurance Tech Stock with Triple-Digit Upside Potential

$Oscar Health, Inc.(OSCR)$ Most investors wouldn’t think of a health insurance company as an exciting growth story. But Oscar Health (NYSE: OSCR) is no ordinary insurance business — it’s a tech-first disruptor that’s quietly building one of the most agile and efficient health insurance platforms in the U.S. market today. While the broader market has been obsessing over rate cuts, inflation data, and big-cap AI trades, Oscar has been executing quietly in the background, delivering explosive revenue growth, expanding its membership base by 5x in just a few years, and now — for the first time — turning a profit. Yet, the stock still trades like a distressed company. For long-term investors with a high-risk tolerance and a venture capital mindset, Osc
Oscar Health (OSCR): A Disruptive Insurance Tech Stock with Triple-Digit Upside Potential
TOPMerle Ted: Social heat score of 85-90 across multiple platforms. Gotta love using A.I for the little guy. Hint...AMD is ready to move up big time as well. Oscar also could triple in 30 days or less. Saw this with super micro computers last year. Buckle up.
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870
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orsiri
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2025-06-21

Robo-Chauffeurs and the Road Ahead: Would You Hail a Driverless Future?

Robotaxis are rolling out—quietly, politely, and without asking how your day’s been. But are they worth the ride and the wager? The idea of climbing into a driverless car used to sound like a punchline from a Jetsons rerun. Now it’s just another Saturday in Silicon Valley. And this Saturday, it’s Austin’s turn. $Tesla Motors(TSLA)$ plans to launch its pilot Full Self-Driving (FSD) robotaxi programme there on 22 June. Would I try one? Honestly, I already trust my washing machine more than half the Uber drivers I’ve met. So yes, I’d give it a spin—especially if it doesn’t ask if I’m heading to a party. Your next ride has no driver—and no questions, either But here’s the real ride: robotaxis are no longer some distant moonshot. They're here, they’re
Robo-Chauffeurs and the Road Ahead: Would You Hail a Driverless Future?
TOPKristina_: Such a good breakdown! Robotaxis are the next evolution, not just in transport but in margins. If Tesla nails this in Austin, it's game-changing—not just for cars, but for software and recurring revenue. Can’t wait to see how it plays out.🥳
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2.64K
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Ah_Meng
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2025-06-22
Market goes up and down. It’s true, in my case, the more I trade, the higher chance of losing [Facepalm][Spurting]. Having said that, I have different portfolios. One is simply buy with minimal trimming at a timeframe of 20+ years and counting. One is almost daily trading account. One is adding ever so slowly whenever I have some spare cash for the past 10 years, which sees occasional position adjustments. The first one, which I seldom touched, is still my leading account. It happened to contain some classic gold and silver miners, which helped to lift the overall portfolio. The frequently trading account has finally turned positive lately but it is still fluctuating between winning and losing. The third portfolio was initially a no-hoper, but after a trimming exercise a couple of years ba
Market goes up and down. It’s true, in my case, the more I trade, the higher chance of losing [Facepalm][Spurting]. Having said that, I have differ...
TOPKristina_: Totally relate! My “set and forget” tech picks are doing way better than my high-frequency trades 😂. Love how you’ve got different strategies working together — and uranium + REITs combo? Chef’s kiss 👌 Sometimes less is truly more!
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1.13K
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xc__
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2025-06-21

🚀 Next Week’s Stock Market Fireworks: Top Picks to Watch Starting June 23, 2025! 💥

The market’s gearing up for a wild ride as June 23, 2025, kicks off a week packed with earnings, geopolitical jitters, and sector showdowns. From tech giants to industrial underdogs, here’s your guide to the stocks set to steal the show. Whether you’re chasing quick trades or building a long-term empire, let’s dive into the hottest opportunities and how to play them. 🌎 Market Setup: What’s Cooking? Earnings Season Heats Up: Heavyweights like FedEx, Nike, and Micron are dropping reports, setting the tone for their sectors. Expect big swings as investors dissect guidance. Geopolitical Noise: Middle East tensions keep oil volatile, while Trump’s tariff threats loom over trade-sensitive stocks. The S&P 500’s hovering near 5,968, but a breakout or pullback is on the table. Fed Watch: After
🚀 Next Week’s Stock Market Fireworks: Top Picks to Watch Starting June 23, 2025! 💥
TOP1PC: Nice Sharing 😁 I might keep MU as a watchlist potential 👀 @Jes86188 @JC888 @Barcode @Shernice軒嬣 2000 @Shyon @koolgal
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2.29K
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HMH
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2025-06-23

90% Strategy Edge = No Guarantee: How to Stay Out of the Markdown Trap

A veteran investor with a 90% win rate over 10 years once remarked: “The key to investing is to stop being clever.” That statement cuts deep—especially when many investors mistakenly believe outsmarting the market is their edge. But as you're about to see, even smart people can—and do—lose money. The real question is: what phase are you in your investing journey? 🧭 The Four Phases of a Market Cycle Markets move in four distinct phases: Accumulation → Markup → Distribution → Markdown Smart money typically enters during accumulation when prices are flat—scanning for value. Retail investors often dive in during markup, driven by fear of missing out (FOMO). Yet entering at the top can lead to losses as distribution and markdown follow. 🤯 Why Even Smart Investors Lose Return-chasing behaviour:
90% Strategy Edge = No Guarantee: How to Stay Out of the Markdown Trap
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