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2025-06-30
$PLTR 20250627 130.0 CALL$ Can we go back to 140 and above this week ? #options #coveredcall #securedput #losttrade #Tigers #PLTR
TOPJackQuant: So sorry to hear that, I think PLTR will follow the hot bullish sentiment of the AI service.
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720
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2025-06-30
Tesla’s Robotaxi launch feels like a major turning point—not just for Tesla, but for the entire autonomous driving industry. Seeing the rollout finally begin makes me even more confident in Tesla’s long-term vision. If they can scale this successfully to other cities and prove real-world performance, I believe $400 is just a short-term milestone—there’s much more room to grow. I’m personally more bullish on $Tesla Motors(TSLA)$ over other players, simply because of its vertical integration—from hardware and AI chips to full-stack autonomy. That said, I’m also keeping a close eye on companies like Nvidia and Mobileye, which will benefit from broader AV adoption. I wouldn’t be surprised if China’s LiDAR leaders get more attention soon too. For no
TOPThe Robotaxi rollout definitely boosts Tesla’s long-term narrative 🚖. If real-world performance holds up, this could unlock serious upside beyond current targets.
1.83K
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2025-07-01
Dark Horse Alert: Oracle's Cloud Gamble Pays Off with AI Megadeals！
$Oracle(ORCL)$ led the tech sector higher on Monday, led by CEO Safra Catz, who hailed a "strong" start to fiscal 2026 and said in a filing with the SEC that "cloud database revenues continue to grow at more than 100%, with the signing of several large-scalecloud services agreements, one of which is expected to contribute more than $30 billion in annual revenue beginning in fiscal 2028."While higher capital expenditures will lead to further gross margin compression in the near term, the management team is extremely adept at managing expenses.This, coupled with an increased focus on new business through physical infrastructure rather than human labor, should allow revenues to grow significantly faster than operating expenses over the next few years
TOPorcl will probably be rangebound 200-215 until next earnings. It may go lower as well, but i would play it higher into year end.
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2025-07-01
Market Outlook for H2 2025: Cautious Optimism Amid Uncertainty
As we head into the second half of 2025, the market is gradually finding direction after a first half marked by policy confusion and geopolitical anxieties. While some risk factors have eased at the margin, uncertainty remains the key theme. This article provides a structured outlook for the coming months through four lenses: tariff policy, monetary path, U.S. equity valuations, and the credibility of the U.S. dollar. Read more>>H1 2025 Markets Review: The Truth and Risks Behind the “V-Shaped Rebound” Trump’s Tariff Strategy Shifts: Repricing Risk in Focus In H1 2025, President Trump revived his "reciprocal tariffs" rhetoric, reigniting global trade tensions. However, his trademark "high-pressure negotiation" tact
TOPSolid breakdown! I’ll keep my eyes on how tariffs and Fed cuts play out. Tech names with strong cash flow like AAPL and MSFT still feel like the safest bets.📊🔋
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2025-07-01
$Palantir Technologies Inc.(PLTR)$ $Accenture PLC(ACN)$ $The Inverse Cramer Tracker ETF(SJIM)$ 🤖🎭📉 Cramer’s Apotheosis or Just Another Icarus? 📉🎭🤖 🙊🗣️🔊 Cramer has spoken. $PLTR to $200. Naturally, that has me sharpening my exit strategy. This week, Palantir closed at $137.33, surging over 5% after announcing a partnership with Accenture Federal Services. The AI narrative is strong, the timing perfectly theatrical, and conveniently coincides with the Russell 1000 inclusion and S&P 500 reweight. But beneath the headlines lies a more complex plot. 🧮 Valuation: Lofty or Lunacy? Palantir’s forward P/E sits at 237; trailing at nearly 600. The P/S ratio? 104. These a
TOP🌟🧠📉Cramer’s price tags are usually the market’s version of performance art. I appreciate how you balanced the Accenture catalyst with the macro structure behind $PLTR’s rally. That $104 P/S made me wince a little too
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2025-07-01
$Oscar Health, Inc.(OSCR)$ $CONCUR.TECH(CNC.UK)$ $Hims & Hers Health Inc.(HIMS)$ ⚡💥🚨🔔‼️ Breakout confirmed. Volume up. Big money just stepped in at $21.43 with a 43K block. The wedge didn’t fake out, it’s in play. 🚨📈 Oscar Health: From Retest to Rocket 🚀📈 $OSCR has broken out just days after the setup was posted. Price bounced perfectly off the $18.85 retest and exploded out of the coil. This is structure following through in real time. Institutional interest is visible, with a 43K share order filled at $21.43. Daily volume now exceeds 12 million, and turnover is accelerating. This is smart money pressing the breakout. 📈💹📈 Technical indicators are flashing
TOP💫🚨💵The breakout’s clean and that coil resolution was no joke. $OSCR pushing up while RSI holds above 70 and MACD keeps climbing shows real strength. I’m curious to see how it behaves if it tags that $23.53 fib level before weekly close.
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2025-07-01
📉 $CRCL: Down But Not Out? Goldman’s $83 PT Shocks Bulls — What Now for Bagholders?
$Circle Internet Corp.(CRCL)$ If you bought $CRCL near the highs, you're not alone. Many retail investors got in during the hype surge — only to be blindsided by Goldman Sachs’ Neutral rating and $83 price target, implying a brutal 54% downside from current levels ($182.90). You're probably asking: Should I cut losses, average down, or brace for more pain? Let's break it down — with empathy, realism, and a trader's edge. 🔍 Analyst Split: 🟢 Morgan Stanley: Overweight, PT $210 — sees long-term moat in stablecoin market 🟡 JP Morgan: Neutral, PT $160 — cautious on monetisation amid tightening liquidity 🔴 Goldman Sachs: Neutral, PT $83 — flags bubble-like earnings multiples (60x Q5–Q8) 🌍 Macro Matters: 🏦 Fed signals ‘higher for longer’ — spooks
TOPAppreciate the level-headed breakdown. Volatility like this reminds me why I prefer solid earnings and dividends.👍
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2025-06-30
$Amazon.com(AMZN)$ strong compounding machine, keeping buying! Bullish
TOPCongratulations!👍 I’m also curious about the next development step of NVDA.
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2025-06-30
$AST SpaceMobile, Inc.(ASTS)$ US Space Force is rethinking plans for satellite communications. There's potential for ASTS to be part of the US' MILNET systems. Add that to the recent proof of concept/field test using Bluebird to beam comms to an unmodified mobile device, there's sufficient impetus for any investor to be bullish on this stock 🙂
TOPBack to the $30s today. Under $20 end of next week.
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2025-06-30
$SPDR S&P 500 ETF Trust(SPY)$
TOPThe market sentiment has been ignited!🔥🚀
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2025-06-30
$COIN 20251219 600.0 CALL$ closed off partial to lock in profit and let the remaining run
TOPNice choice! COIN still has long-term value.🐂
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2025-06-30
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ still going strong!
TOPlight volume and shorts cant push this below 24.90, next flush is a buying opportunity before continuing to 30..... grab drinks enjoy the bullish summer.....
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2025-06-30
$Palantir Technologies Inc.(PLTR)$ bought a bit and this happened, can only thank God
TOPWow, what a low cost price! Do you believe that there exists long-term investment value in PLTR?
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2025-06-30
$Amazon.com(AMZN)$ Amazon up 60% bullish buying more Amazon
TOPAmazon and google are my worst performers. Netflix and meta the best. Not sure what to do.
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2025-06-30
$Taiwan Semiconductor Manufacturing(TSM)$ seems like not going to drop down. Can't buy more
TOPWow, TSM is a long-term company that is worth investing in this AI trend.🐂
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2025-06-30
$BigBear.ai Holdings(BBAI)$
TOPPredictable analysis!👍 Could you share more opinions about the BBAI? I’m thirsty to learn about it.
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2025-07-01
My July Rally Playbook - Strategic Summary
As I have shared in my previous article that I will be sharing my July Rally playbook., in this article, I will be sharing the strategic summary of my playbook. Investment Thesis I will be holding position across $Advanced Micro Devices(AMD)$ , $NVIDIA(NVDA)$ , $Intel(INTC)$ to capture growth, quality, and value in the unfolding AI and semiconductor upcycle. Leverage earnings catalysts, valuation discipline, and risk-adjusted setups to maximize returns. Positioning by Strategy Why It Works for You Analytical Precision: Uses valuation metrics (PEG, FCF yield, P/E) to justify entries—aligned with your methodical style. Catalyst Timing: Synchronizes entries with earn
TOPIntel took a big hit, but looking ahead... Windows End-of-Life is in October 2025. Just 3 months away. MANY PC's don't have the Hardware to work with the Security features built into Windows 11. So, between that and a new school year, Intel should at least get a small piece of the PC pie, even with AMD chips dominating the PC market right now.