1.02K
·
2025-07-24
Can we admit search isn't dead?
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Can we admit search isn't dead? Search grew 11.7% in Q2, YouTube ads were up 13.1%, and Cloud was up 31.7%.ImageHere's the crazy part. Alphabet invested $22.4 BILLION in capex and still had $5.3 billion in free cash flow left. They're going to bludgeon everyone else in AI with their cash flow. No one else has the scale and will to keep up.ImageThe cloud compounds and compounds.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free t
953
·
2025-07-24
Global Bull Market Count
Following-on from the above, as alluded-to, there are more and more signs of a new cyclical bull market in global equities. Adding to the list this week is the rapidly growing count of “bull markets” — in this case operationalized as the percentage of stock markets that are up at least 20% off their 52-week low.The latest reading for this indicator (which tracks the main equity benchmark of 70 different countries) is 61%, which is the highest reading since 2021.This comes on the back of a falling US dollar, global rate cut rush, big sentiment reset and positioning shakeout back in April, and still cheap valuations for most of the world’s stock markets. In other words, it’s more than just fun with charts…For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privile
767
·
2025-07-24
Chart of the Week - Bulls and Breakouts
You might say this week’s chart is displaying renewed energy…It’s yet another breakout —and one which follows on from a classic boom-bust cycle that kicked off in the final phases of the first Trump presidency (and now finds a surprising renewed bullishness in Trump’s second go).We’re of course looking at Global Renewable Energy stocks.After coiling into a symmetrical triangle we’ve seen a breakout, and this is interesting because it echoes several important investment themes…ESG Backlash Back-off: you can basically track the ESG backlash of the past couple of years in the data (Google search interest, Carbon prices, fund flows), and the interesting thing is that I would say the backlash is done. Interest is picking up again, and while it might be done different going forward, ESG is here
1.90K
·
2025-07-18
I’m holding Coinbase stock because I’m bullish on the future of cryptocurrency policy and market growth. With increasing global adoption, regulatory clarity, and institutional interest in digital assets, Coinbase is well-positioned as a leading crypto exchange. Its strong user base, innovative offerings, and compliance focus make it a solid long-term investment. I believe the evolving crypto landscape will drive significant upside for Coinbase in the coming years. Excited to see where this journey takes us!
TOPzoomzi: Your confidence in Coinbase is inspiring! Hope to see those gains materialize as the market evolves.
835
·
2025-07-24
What are your views on MSCI Inc?
What are your views on $MSCI Inc(MSCI)$ ? Here's my dashboard (subscribe for more)✅ FCF/share growing exponentially✅ Cash ROC consistently rising✅ FCF yield is also rising (although it has dampened share price appreciation) ✅ Consistent buybacks🟠 LTD is high (80% of balance sheet), but interest expense is managable (10% of operating income).ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get $10 Trading Vouc
3.47K
·
2025-07-24
GOOGLE Q2: Market NOT Panic!
$Alphabet(GOOG)$ Q2 confirmed AI's full empowerment of its core business, with overall results exceeding expectations, driven by double-digit growth in search ads, YouTube and cloud business.In addition, the $85 billion capital expenditure was another surprise to the market, regaining confidence in AI incremental, but with the policy risks constitute a "dual-track narrative".The current share price corresponds to the 2026 PE of 17.6 times (5-year low), if the cloud business growth rate is maintained, it is expected to be revalued, but we need to be vigilant about the GPU supply bottleneck (lasting until the end of 2025) and regulatory black swans. $Alphabet(GOOGL)$ Core performance and market feedbackTot
TOP32% grows as compared to last quarter 28%.. That is "sales" not just some kind free AI feature to fend the so called "AI search" competition.. Margin also increased a lot... Making money... With that, Google should be traded at 300...
774
·
2025-07-23
I've been closely following the recent market trends, and it's interesting to see U.S. stocks hitting record highs despite the major risks highlighted. The mention of a potential 7% to 10% pullback in late summer, especially after the strong performance from May to July, definitely catches my attention. Yesterday's movement, with tech stocks led by semiconductors pulling back while defensive sectors rose, seems to align with these seasonal patterns. When it comes to hedging my portfolio, I'm not inclined to rush into buying VIX $Cboe Volatility Index(VIX)$ or puts as a primary strategy. While these options can offer protection against downturns, I prefer to maintain a long-term perspective on my investments. The volatility implied
TOPLove your perspective on the market trends! [Cool]
786
·
2025-07-23
I would not bet on VIX and the upcoming volatility. There is nothing that could trigger fear in the market now with the known tariffs and TACO and the wars that are pretty status quo. The market is no longer responding to wars and tariffs and continue to march on. I do not intent to hedge my portfolio yet. I prefer to employ the strategy of buying good stocks at good prices and portfolio management in terms of proportion of the various assets. I would prefer to take profit and reduce or sell off my position if I feel that the long term prospects is questionable or the risk is too high for the expected benefit. Also, hedging often requires knowledge of other tools and may cost more than the simple strategy of portfolio management. I don’t think July-August will repeat the same pattern a
TOPWhat are the stocks on your watchlist?[Happy]
3.77K
·
2025-07-23
Singapore H1 2025 Earnings Season: Will the STI Soar or Stumble?
The Straits Times Index (STI) has been on a tear, climbing for 12 consecutive trading days to mark its longest winning streak in history. This unprecedented rally, driven by robust performances in banking, telecommunications, and industrial sectors, has investors buzzing with optimism. However, as Singapore’s H1 2025 earnings season approaches its peak in August, the question looms: can the STI sustain its upward trajectory, or is a pullback on the horizon? This comprehensive analysis dives into the factors influencing the STI’s outlook, highlights key companies to watch, and explores global influences that could shape market sentiment. STI’s Historic Rally: A Closer Look The STI’s 12-day winning streak has been fueled by strong performances in key sectors. Banking stocks, such as DBS Grou
62.69K
·
2025-07-23
NVIDIA Stock (NVDA) Gained Over 60% From Our Blue Box Area
Hello fellow traders. As our members know we have had many profitable trading setups recently. In this technical article, we are going to talk about another Elliott Wave trading setup we got in NVIDIA. The stock has gained more than 60% since we bought it in April. NVDA has completed its correction exactly at the Equal Legs zone, also known as the Blue Box Area. In this article, we’ll break down the Elliott Wave Forecast. NVDA Elliott Wave Daily Chart 04.27.2025 The stock has given us a pullback against the 39.22 low. The pullback shows a clear 7-swing pattern, with the Blue Box (buyers’ zone) reached in the 101.78–76.16 area. We are calling the correction completed at the 83.65 low and are expecting a further rally toward new highs. We do not recommend selling the stock in any proposed pu
2.41K
·
2025-07-23
With Tesla's Q2 earnings just around the corner, market expectations have rarely been this muted. Analysts have slashed delivery and margin forecasts, citing intense price competition, soft demand, and Elon Musk’s ongoing political distractions. But when expectations are low — surprises can hit hard in the other direction. Why the Bar Is So Low Delivery dip: Tesla’s Q2 deliveries came in at 443,956, slightly above the most bearish estimates but still down year-on-year. Margin pressures: Continued price cuts in key markets have weighed on gross margins, and few are expecting a dramatic recovery this quarter. Muted guidance: The company’s full-year delivery outlook remains cautious, giving analysts little to cheer about. But Could Tesla Surprise? Model Y “L” momentum: The new variant in Chin
3.31K
·
2025-07-23
$Circle Internet Corp.(CRCL)$ After a red-hot run that saw Circle rocket back into the spotlight, the mood has shifted — and fast. With several brokerages issuing fresh downgrades, investors are now asking if the rally is over, and whether the stock could retreat back to $180 or lower. What Sparked the Downgrades? Valuation concerns: After Circle surged on stablecoin momentum and regulatory optimism, analysts now warn that prices may have gotten ahead of fundamentals. Profit-taking pressure: With early backers and high-profile funds taking profits, the selloff may not just be technical — it could be strategic. License hype priced in? Some believe the recent excitement around banking license applications and regulatory clarity has already been fact
TOPthis stock reminds me of google back on the 90s. institutions held it down at first. you know the rest of the story
2.46K
·
2025-07-23
After a relentless rally, tech stocks are finally showing signs of fatigue. With profit-taking, rising geopolitical risks, and macro jitters creeping in, the selloff in high-growth names has left many wondering: Is this the start of a deeper correction — and how do you hedge now? Option 1: Buy the VIX The VIX — often called the “fear index” — typically spikes when markets drop. If volatility picks up, buying VIX-related ETFs or calls can provide upside when markets go risk-off. It’s a relatively straightforward hedge when you expect broad-based panic or rapid moves. Pros: Simple exposure to volatility, works well in sudden market drops. Cons: Timing is tricky. VIX spikes are often short-lived and can decay fast. Option 2: Buy Puts Buying put options directly on tech ETFs (like QQQ) or indi
1.11K
·
2025-07-23
Pop Mart Falling: New Series On the Way, Bottom or Not?
I’ve never bought anything from Pop Mart before not because I dislike their toys, but because I usually prioritize spending on things I actually need. That said, curiosity recently got the better of me, and I found myself scrolling through Pop Mart’s official website. I have to admit: their toys are oddly delightful. I wasn’t planning to buy anything, but just browsing their collections brought an unexpected smile to my face. One that stood out was Labubu — there's something oddly charming about its little set of sharp, mischievous-looking teeth. It’s easy to see why Pop Mart has built such a dedicated fanbase. Their lineup is a visual treat, bursting with cuteness, creativity, and a very Instagram-friendly aesthetic. From a business perspective, Pop Mart seems to be firing on all cylinder
TOPIt's great you found joy in their toys! But I get your hesitation on the stock. Valuation matters
1.41K
·
2025-07-24
$Uber(UBER)$ $Baidu(BIDU)$ $Lucid Group Inc(LCID)$ 🚗🌐📊 Uber: where platform scale meets global autonomy ambition 📊🌐🚗 I’m extremely confident that Uber is entering its most strategically important chapter yet; one where mobility, autonomy, delivery, and data converge into a multi-platform flywheel with asymmetric upside. Uber isn’t just evolving, it’s consolidating dominance while tactically expanding across verticals most investors continue to underestimate. I’m watching as it methodically deepens its moat, not by throwing capital blindly, but by allocating it with surgical precision across high-margin levers like advertising, subscriptions, and autonomy partners
TOPreal talk, this is the kind of setup that gets slept on till it’s already at $110. uber’s not just scaling, they’re locking in every layer of the value chain: AV, ads, subs, even safety. that women driver rollout? huge. ppl underestimate how much trust + experience = long-term stickiness. and the lucid deal? they’re buying future margin at a discount. it’s still trading under ATHs but nothing about this feels priced in. I’m not ignoring this move 💼🧃
1.26K
·
2025-07-24
Bullish Outlook on Google’s Q2 2025 Earnings: Growth Potential and Investment Opportunity Alphabet (GOOG and GOOGL), Google’s parent company, is set to release its Q2 2025 earnings report after market close on July 23, 2025, and the market is buzzing with anticipation. Based on the latest data and analysis, this quarter promises to deliver an impressive performance, with projected revenues of $93.75 billion and diluted earnings per share (EPS) of $2.25—potentially exceeding expectations. This optimistic outlook not only highlights the strength of Google’s core business but also presents an attractive investment opportunity given its current valuation. First, Google’s revenue growth remains robust. As the global leader in digital advertising, its Search and YouTube platforms continue to dom
1.59K
·
2025-07-24
Strong Bullish Case for Tesla’s Q2 2025 Earnings: A Turnaround on the Horizon Tesla (TSLA) is gearing up to release its Q2 2025 earnings report after market close on July 23, 2025, and the anticipation is palpable. With the latest data in hand and emerging trends in focus, Tesla is poised for a potential turnaround, likely surpassing the subdued market expectations. As of 08:16 AM NZST on July 24, 2025, TSLA’s stock rose 0.73% to $335.00 in post-market trading, while TSLL climbed 1.26% to $12.82, signaling a resurgence of investor optimism. This article explores why Tesla presents a compelling bullish opportunity, drawing on financial performance, innovative strides, and market sentiment. First, while financials face headwinds, the upside potential is clear. Tesla delivered 384,000 vehicle
547
·
2025-07-24
Bullish Outlook on Tech Stocks Amid Seasonal Pullback: Seize the Opportunity The tech stock market is at a pivotal moment, with seasonal trends hinting at a potential 7%-10% pullback following a strong run from May to July. Despite yesterday’s dip, led by semiconductors, the latest post-market data paints an encouraging picture for investors willing to look past short-term volatility. This article argues for a bullish stance on tech stocks, highlighting resilience, undervaluation potential, and strategic hedging opportunities. The latest figures offer a glimmer of optimism. The Nasdaq 100 ETF (QQQ) edged up 0.26% to $565.30, while the Nasdaq Composite (IXIC) gained 0.61% to 21,020.02. The S&P 500 ETF (SPY) rose 0.02% to $634.33, and the S&P 500 Index (SPX) climbed 0.78% to 6,358.91
1.71K
·
2025-07-24
Bitcoin Ecosystem Decoded: Institutional Adoption Accelerates Amid Price Volatility
Welcome to my Bitcoin series. Here, we'll briefly recap: The BTC ecosystem revolves around a decentralised network of miners, nodes, and users, expanded in recent years through Layer 2 solutions and DeFi for greater utility. Today, we focus on how institutional adoption is reshaping the ecosystem, while addressing price fluctuations and predictive models. Finally, I'll comment on the hot topic: After 4-Month Rally: Is Bitcoin Due For a Pullback? Bitcoin hovers below $120K as profit-taking spikes, short-term consolidation or trend reversal? Will Trump's new crypto policy shake up $9T pension market? Based on July 24, 2025, market data, BTC is trading between $118,000 and $119,000, down about 1% from last week but up over 300% year-to-date. Institutional entry is fueling the bull run, while
TOPLove how institutional money is really getting behind Bitcoin now! It's moving from speculative to legit. But hey, I’m still keeping an eye on those short-term dips, especially with all the macro influences. 🚀🔍
1.58K
·
2025-07-24
Google's Q2 25 Triumph, The Best Value Magnificent 7 Stock Shining Bright
🌟🌟🌟As a long term investor in$Alphabet(GOOGL)$