@麥卡倫 18：
$Palantir Technologies Inc.(PLTR)$ 😰 Why? Why? Why? 🫵 Why do u treat me this way? I know you have done well in July just as my 🔮 fortune-telling, and now I am expecting 👀 you to stay above $165! Can't you❓
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2025-08-05
$Figma(FIG)$ Here’s a formal, professional assessment of Figma (FIG) following its recent IPO surge: --- Key Developments IPO breakthrough: Figma priced its offering at $33 per share and opened trading on July 31, 2025, under the ticker FIG, raising ~$1.2 billion. The stock closed its first day at $115.50, up ~250% from the IPO price, valuing the company around $56–59 billion . Back to Earth: After that initial spike, shares fell roughly 20–23%, sliding toward $92–98 on follow‑up trading days . --- Has the Rally Ended? Momentum drivers: Figma’s exceptional debut was driven by pent-up demand for high-profile tech IPOs—much like Circle’s earlier this year. This IPO's upsizing enabled strong first-day momentum . The enthusiasm, however, largely r
TOPReg Ford: Figma’s IPO pop fizzled—valuation’s stretched. Waiting for $90 before considering.
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2025-08-05
AMD's financial report is released tonight, how to play the wide straddle strategy?
Global semiconductor giants$Advanced Micro Corporation (AMD) $It will release its second quarter 2025 earnings report on August 5th after hours. The market's focus is mainly focused on four major themes: the impact of the performance after the MI308 ban is lifted, the full-year AI revenue guidance, the recovery trend of the FPGA business, and whether the PC business profit margin can surpass Intel.Core Financial IndicatorsThe market consensus forecast for revenue is US $7.43 billion, a year-on-year increase of 27% and flat month-on-month; AMD's previous revenue guidance was US $7.4 billion, a year-on-year increase of 27% and a slight month-on-month decline.Non-GAAP gross profit margin was previously guided to be 43%, a year-on-year decrease of 6.1 per
TOPAMD is never up after an earnings report, and it never helps raise the share prices of other semiconductor stocks.
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2025-08-05
I am excited to see Palantir set to report Q2 earnings on Monday, with expectations riding high after a massive 110% rally in 2025. The anticipation is palpable, and I share the bullish sentiment expressed by Citi in their preview. Their expectation of a 2-3 point revenue beat, driven by strength across both government and commercial segments—especially on the AI front—gives me confidence in the company's potential. I have been particularly impressed by the recent government growth, which has been a strong pillar for Palantir $Palantir Technologies Inc.(PLTR)$
TOPYour analysis is thoughtful
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2025-08-05
Tesla’s Road to Glory: Why TSLA Is Set to Soar Through 2027 Tesla ($Tesla Motors(TSLA)$ ) trades at $310.22, up a modest 0.31% in the last 24 hours. Yet, beneath this calm surface lies a stock primed for a remarkable ascent, fueled by Elon Musk’s renewed commitment and Tesla’s bold vision. With a groundbreaking compensation package tying Musk to the company until 2027, the stage is set for a bullish rally that could see TSLA double in value. Here’s why investors should buckle up for this electrifying journey. Musk’s Million-Share Motivation Tesla’s recent approval of a 96 million-share award for Elon Musk, priced at $23.34 per share and vesting through August 3, 2027, is a game-changer. This move, greenlit by a special committee in early 2025, ali
TOPMy bull case for TSLA for the end of the year is $100.
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2025-08-05
Palantir A Pivotal Moment for a Polarizing Stock
$Palantir Technologies Inc.(PLTR)$ Palantir Technologies Inc. (NYSE: PLTR), once the poster child for speculative tech and government surveillance software, now finds itself at the center of Wall Street’s curiosity and optimism—especially following a bullish endorsement from Citi. As the company prepares to unveil its Q2 2025 results, the stakes have rarely been higher. Investors are looking not only for solid earnings but also for validation that Palantir’s narrative shift—from secretive government contractor to commercial AI platform giant—is more than just marketing. The stock has defied skeptics before, fueled by a blend of defense contracts, proprietary software capabilities like Foundry and Gotham, and most recently, a sweeping AI narrative
TOPThis should be trading at $500 a share with these earnings!!!
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2025-08-05
$UnitedHealth(UNH)$ UnitedHealth Group (UNH): A 52% Drop Hides a Golden Opportunity UnitedHealth Group (UNH) trades at $241.20, up a modest 0.09% in the last 24 hours, following a staggering 52% year-to-date decline from its April peak near $600. While some predict a further drop to $160, this steep fall is not a death knell but a rare chance to buy a healthcare giant at a discount. With its robust fundamentals and signs of stabilization, UNH is poised for a strong recovery. Here’s why investors should see this as a bullish turning point. The Dip That Defies the Narrative UNH’s 52% drop from $600 to $241.20 has sparked panic, with some eyeing a potential slide to $160. However, this decline reflects broader market volatility and sector-specific pre
TOPWe've drifted back to May 2018 PPS. This has got to be one of the biggest opportunities in health care going forward. The government ain't going to let a major player fail in a mission-critical area under any circumstances.
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2025-08-05
What the July Jobs Report Didn’t Tell You—and Why It Matters The Labor Data Wall Street Missed
$iShares 20+ Year Treasury Bond ETF(TLT)$ $S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ Friday brought significant developments for investors as the Bureau of Labor Statistics (BLS) released the July jobs report, alongside substantial downward revisions to prior months’ employment data. While headline figures suggested modest job gains, the real market-moving news came from revisions to May and June—an adjustment that sent shockwaves through Wall Street. In this article, we’ll break down the revised data, explain why it weighed on markets, explore its macroeconomic implications, and assess which sectors and companies could be most vulnerable—or insulated—by these evolving
TOPNice sharing! Hope this data will lead to the Fed cut in September.
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2025-08-05
Tesla 2.0: Musk’s 2027 Commitment Could Be the Catalyst Investors Need
$Tesla Motors(TSLA)$ Tesla’s Tipping Point Tesla Inc. (NASDAQ: TSLA) is once again in the spotlight—not for a Cybertruck unveiling or record-breaking deliveries—but because of its CEO. Elon Musk, the polarizing figure behind the company’s meteoric rise, appears to be refocusing his attention squarely on Tesla. In mid-2025, after years of juggling multiple ventures including SpaceX, X (formerly Twitter), Neuralink, and The Boring Company, Musk hinted that he intends to prioritize Tesla's growth and AI development through at least 2027. That renewed commitment comes at a critical time. After a turbulent stretch of slowing growth, intensifying competition, falling margins, and sagging investor confidence, Tesla may need more than visionary rhetoric—i
TOPElon pay is $30 billion over 2 years. Not subject to performance. The money is guaranteed even when Tesla tanks. Longs should buy more stock. It's very important to buy more Tesla stock.
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2025-08-05
⚠️82x P/S vs 48% Growth: NATO Orders Resurface: Can Global Growth Save Palantir?
$Palantir Technologies Inc.(PLTR)$ Q2 continues the myth of high growth, while also solidifying the concept of "AI+Data Platform", with a healthy operating profile that is underpinned by a sustained rebound in international orders and an increase in the revenue share of the AI product line, as well as near-term growth.The core factors driving the repricing of its valuation are total contracted orders (TCV), market capacity expansion, AI ramp-up rate and customer retention rate.Of course, its stock price is reacting to very overvalued market sentiment and will be one of the biggest focuses of market attention going forward.Performance and market feedbackPalantir's Q2 2025 results were strong overall, with key metrics beating expectations:Revenue pe
TOPPalantir is going to keep going up until there is a disappointing earnings report or until there is a stock split. The logical thing to do then is to keep buying because the price is not going to drop until the above scenario plays out.
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2025-08-05
What Makes RDDT The Surge? From AI Content Platform To AI Data Infrastructure!
$Reddit(RDDT)$ This quarter's earnings report validates the effectiveness of the dual-engine "advertising + AI data" model.Short-term stock price already reflects Q2 beat, but Q3 guidance and AI realization potential could drive further valuation upside.True repricing will depend on:Speed of data license commercialization (path from 35M to 1B+);International user monetization breakthrough (now ARPU is only 1/10 of the US).If these two points continue to realize, the current PS 16x (2025E) in the context of high-speed growth is still attractive, the valuation ceiling is expected to be on par with the AI SaaS leader.Core performance and market feedbackKey metrics exceeded expectations across the boardRevenue: 499.6M, +78,424.7M YoY, fastest growth r
TOPIt touched 230 in February of this year. Think we can get there again?
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2025-08-05
🚀 July 28 —— Aug 1 Leaderboard: Top Traders & Market Highlights!
Last week (July 28–August 1), U.S. stocks extended gains, with the S&P 500 up ~0.4%, Nasdaq +0.2%, and the Dow +0.5%, supported by a new U.S.–EU trade agreement that eased fears of sweeping tariffs, strong semiconductor earnings, and firmer risk sentiment ahead of the Fed’s July rate decision.In Hong Kong, the Hang Seng dropped about 1%, weighed down by profit-taking in tech names, including Meituan, Alibaba, and Tencent, after a strong two-week rally.Competition Highlights:🔹 Most-traded stock : $NVIDIA(NVDA)$ Nvidia topped U.S. trading volumes as its shares swung sharply on news it ordered 300,000 H20 AI chips from TSMC to meet robust China demand, reigniting optimism around its chip leadership—and heavy ETF and index-tracker
TOPHappy to be among the ranked traders from last week. Thanks for the vouchers encouragement 🙏🍍🍍
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2025-08-04
Options puppy Pltr conviction my biggest holdings
📈 Bullish Thesis: Strong Real Metrics & Momentum 1. Q1 2025: Growth at Scale (vs Q1 2024) • Revenue: $883.9 million, up 39% YoY  • Net income: $214.0 million, more than doubled YoY  • Adjusted free cash flow (FCF): ~$370 million (~42% margin), indicating exceptional capital efficiency  Rule of 40 score: ~83% (growth + margin), massively above the healthy benchmark of 40%   ⸻ 2. Full-Year 2024 Momentum • Annual FCF: ~$1.14 billion, up 64% YoY from 2023’s $697 million  • TTM operating cash flow: $1.33 billion; capital expenditures negligible ($16 million), fattening the FCF yield   • Trailing FCF per share: $0.53; grew ~40 % annually over 3 years   ⸻ 3. Segment Highlights: AI + Commercial Powering Growth • U.S. government revenue rose 45% YoY to ~$373 million, backed by sizable
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2025-08-05
TSLA Here’s an up‑to‑date breakdown of Tesla’s Full Self‑Driving (Supervised) — its current state, safety record, and future prospects as of August 2025: --- 🚗 What Is Tesla Full Self‑Driving (Supervised)? Tesla’s “FSD (Supervised)” is an advanced Level 2 driver‑assist system, requiring a fully attentive driver with hands on the wheel at all times . It works via camera‑based input (Tesla Vision), navigating city streets, roundabouts, intersections, lane changes, parking maneuvers, and highway on-/off‑ramps—all under human supervision . --- 🛠️ Current Performance & Safety Metrics In Q1 2025, Tesla reported one crash every 7.44 million miles when Autopilot/FSD was active—over 10× safer than vehicles without it and vastly better than the U.S. average (~1 crash per 702K miles) . Bloo
TOPThanks for sharing! I think there is a long way to go for the large-scale deployment of FSD.
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2025-08-05
$ocbc bank(O39.SI)$ Price dropped but hopefully in the long run, OCBC price will rise higher. Nice dividends of 5% and banking presence in many southeast asia countries and China.
TOPTrust in its long-term value!
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2025-08-05
$Palantir Technologies Inc.(PLTR)$
TOPPalantir’s strong quarter proves data power wins — who else is holding tight?
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2025-08-05
$Amazon.com(AMZN)$ Up 76% very Bullish o Amazon, Buying more Amazon stock at these prices
TOPAmazon to the moon! Still cheap at these levels, I'm all in!
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2025-08-05
open this covered $VXX 20250808 46.0 CALL$ at market open. vxx dropped today as fast as the rise last week. lets see what it brings this week.
TOPVolatility’s unpredictable, but this could pay off nicely.
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2025-08-05
If you are scared and did not buy any of $Palantir Technologies Inc.(PLTR)$
TOPNice! Your insistence brings back great fortune.
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2025-08-05
$Palantir Technologies Inc.(PLTR)$ My Dear friends, I hope you all are still with me 🫶, it happened as I had predicted PLTR would stay above $165 🔮👀. Do you know what's next ☺️❓
TOPCautious investor: Impressive! But what’s your plan if it dips?
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2025-08-05
🔔Profit Strategies: How Are You Trading the Market?
Hey Eagles! 🦅The trading skies are wide open — what’s your next move?🎯 Sharp insight? Killer strategy? Market-beating pick?Share your ideas and soar to the top!Let’s break it down：These stories drove the markets.More NewsTiger Community TOP10 Tickers🎯 S&P500 Most Active Today 👉@TigerObserverWeekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, EarningsCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!✨Tuesday — Singapore StocksSTI gained 0.2% at open with Sunpower (+4%) and SingPost (+1%) rising, while Nio dropped 5%.REITs Update:CICT's H1 DPU rose 3.5% to 5.62¢ on ION Orchard's contribu
TOPI'm looking to Buy back DBS & Recovery play for CRCL & ISRG. Although DBS bounce 🪃 up for 2 days, it's just don't feel right to enter 🙏 I will wait [Sigh]... Similarly for CRCL & ISRG, maybe 🤔 2nite Dip might have opportunities... will burn ❤️🔥 some oils to watch 👀 tonight 🙏😉 @JC888 @Barcode @Shernice軒嬣 2000 @Shyon @koolgal