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2025-08-06
Quantum Leap or Trapped Capital? Why IonQ’s Unorthodox Bet May Be Brilliant
IonQ’s Trapped‑Ion Edge: Partnerships and Architecture Driving Differentiated Value in Quantum Investment When most quantum computing companies are sprinting in one direction, I tend to turn my head towards the quiet contrarian. IonQ is exactly that. While its competitors – from tech titans like IBM and Google to emerging start-ups – are racing down the superconducting track, IonQ has doubled down on trapped-ion quantum computing. That’s not just a quirky technical divergence; I believe it’s a core differentiator that could translate into superior commercial viability, and possibly, market leadership. But as always, the quantum world is as uncertain as the particles it studies, and investing in $IONQ Inc.(IONQ)$ requires both conviction and cautio
TOPVenus Reade: I'm a firm believer that quantum computing is our future. It has the speed that ai needs. As with any new path of technology, there will be kinks and set-backs, but it is where I put my investment money. Maybe Amazon agrees with me.
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2025-08-06
Eli Lilly (LLY) Earnings To Watch Progress Of GLP-1 drugs, Mounjaro and Zepbound Sales
$Eli Lilly(LLY)$ is scheduled to report its Q2 2025 earnings before the market opens on Thursday, August 7, 2025. Here is an analysis of what to expect and the key metrics for investors to monitor. Revenue: Approximately $14.7 billion. This would represent a significant increase from the $11.3 billion reported in the same quarter last year. Earnings Per Share (EPS): Around $5.61. This is a substantial jump from the $3.92 reported in Q2 2024. Summary of Eli Lilly and Co (LLY) Fiscal Q1 2025 Earnings Eli Lilly & Co. reported a robust Q1 2025, with revenue surging 45% year-over-year to $12.73 billion, primarily driven by the continued, explosive demand for its GLP-1 drugs, Mounjaro and Zepbound. The company's key products, including these two, con
TOPlly looks weak ! the stock acts like death!! lower nd lower highs! consolidating before next plunge lower
1.19K
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2025-08-06
Hut 8 Mining Corp (HUT) Cost To Mine Key To Narrower EPS Losses
$Hut 8 Mining Corp(HUT)$ is scheduled to release its financial results for the second quarter of 2025 on Thursday, August 7, 2025, before the market opens. The company will also host a conference call to discuss the results on the same day. Revenue: Approximately $49.83 million. Earnings Per Share (EPS): A consensus forecast of $0.33, though other sources indicate a consensus forecast of around -$0.15. This discrepancy highlights the volatile and difficult-to-predict nature of a company heavily influenced by the cryptocurrency market. Tipranks is predicting a loss of $0.07 per share. Hut 8 Mining Corp (HUT) Fiscal Q1 2025 Earnings Summary Hut 8's Q1 2025 earnings, released in May, revealed a challenging quarter as the company continued its strategi
TOPFor those who bought hut five years ago, that's a +400% return. I call that a very good investment. A little advice: stop checking every day to see where your money is.
770
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2025-08-06
Why Figma (FIG) Is Poised for a Stellar Comeback: A Bullish Case You Can’t Ignore
In the wake of its blockbuster IPO, Figma (FIG) has faced a rollercoaster ride, with its stock price dipping to $79.08 as of August 5, 2025. While the initial euphoria has given way to a 27% drop from its post-IPO peak, this presents a golden opportunity for savvy investors. Far from a fading star, Figma is on the cusp of a remarkable turnaround, driven by its unmatched market position, robust fundamentals, and untapped growth potential. Here’s why I’m emphatically bullish on this stock. A Design Revolution with Unrivaled Momentum Figma isn’t just another tech company—it’s the backbone of modern design collaboration. Its browser-based platform has redefined how teams create, iterate, and ship products, capturing a loyal user base that’s growing at an astonishing pace. With a 46% year-over-
TOPStrong fundamentals but watch for post-IPO volatility before jumping in.
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2025-08-06
$NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ 📊🚀🔥Nebius owns the rails: AI cloud built different, and built to win🔥🚀📊 I’m extremely confident Nebius Group $NBIS is about to break free from the noise and reprice as one of the most important infrastructure stocks of the AI age. The setup is explosive. Price just closed on top of a key supply zone at $55.10, a level it’s tested six times since June, and I believe it wants to pop into earnings on 07Aug25. A clean breakout through $58.16 opens up $60.03, then $68.60 as potential upside targets. I’m watching the 8/8 56C as a high-risk, high-reward setup. Price action has been coiling inside a tight range just under resistance, with TTM Squeeze green bars stacking on i
TOPI like how they're expecting a 70% increase in revenue in Q3....that's a big jump from the current Q. So November ER should be a doozie; and with a modest 15% jump in price from ER to ER, $75 is possible given the lowish float...IMO.
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2025-08-06
$SPDR Gold Shares(GLD)$ $Gold - main 2512(GCmain)$ $Silver - main 2509(SImain)$ 📊🪙 Gold–Silver Divergence Meets Market Rebound: What’s Next? 💹📈 I’m closely tracking the sharp dislocation between precious metals and equity markets as July closes out with fireworks. While silver has broken out decisively, equities are contending with macro shocks and volatility whiplash. 🪙 Silver Streaks Ahead, Gold Lags Slightly Since 2015, gold and silver have traded with a strong positive correlation. But from May to July 2025, silver has clearly taken the lead, surging 15.1 percent compared to gold’s modest 0.9 percent gain. This short-term divergence suggests speculativ
TOPGold curling above the upper Keltner and hugging those Bollinger bands is textbook trend continuation. I’ve seen this setup before on $GC_F and it usually ends with a clean extension. Silver’s move’s got the speed, but gold’s got structure. Love this divergence coverage.
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2025-08-05
Airbnb (ABNB) Post Earnings Move Hinge On Q3 Guidance
$Airbnb, Inc.(ABNB)$ is scheduled to release its Q2 2025 financial results on Wednesday, August 6, 2025, after the market closes. The company's Q2 performance is expected to reflect a mixed but generally positive environment. Revenue: ABNB has provided guidance for Q2 2025 revenue between $2.99 billion and $3.05 billion, which would represent a year-over-year increase of 9-11%. The Zacks Consensus Estimate for revenue is currently pegged at approximately $3.04 billion. Earnings Per Share (EPS): The consensus EPS forecast is around $0.93 to $0.94 per share, which would be an increase of over 8% from the same period last year. Summary of Airbnb's Fiscal Q1 2025 Earnings Airbnb reported a strong start to 2025 in its Q1 earnings, with revenue of $2.3
TOPABnB is just stuck at these levels. When are we going to get a bullish run on AirBNB? Time to start buying before big move up?
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2025-08-06
Keppel DC REIT's 1H FY25 Result Review
$Keppel DC Reit(AJBU.SI)$ Basic Profile & Key Statistics Key Indicators Performance Highlight Gross revenue and NPI posted strong YoY growth, driven by contributions from: Acquisitions of Keppel DC Singapore 7 & 8 and Tokyo Data Centre 1 Higher variable rents from contract renewals and rental escalations Finance income also rose, mainly from the Australia Data Centre Note, while finance costs declined due to lower interest rates and loan repayments. These factors led to a significant increase in distributable income. Albeit, DPU rose to a lesser extent (+12.8%) due to a larger unitholder base. . Rental Reversion Keppel DC REIT recorded a strong portfolio rental reversion of ~51% for 1H 2025, largely due to major contract renewals. Acqui
TOPImpressive growth metrics
5.56K
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2025-08-05
$NVIDIA(NVDA)$ The options open interest is showing a pattern this week of preparing for an upside move in the short term but hedging for possible downside in the future.There's been very aggressive opening of 182.5–190 call positions expiring this week, which looks a bit like a short squeeze. This could be in anticipation of a surprise beat in AMD's earnings, potentially causing NVDA's stock price to soar. However, all of this is predicated on the stock price holding above 180.From the perspective of large trades, though, the market doesn't seem to believe that NVIDIA will be able to stay above 180 in the coming weeks.For example, there was a large sell call order for the August 22 expiry at 175 strike:
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2025-08-05
Here is Why NVO is an Asymmetric Opportunity？
1/ $Novo-Nordisk A/S(NVO)$ was once a market darling, now everybody hates it.It dominates the global insulin and weight-loss drugs markets. Even if it delivers a high single-digit annualized growth in the next 5 years, the stock will double.Here is why NVO is an asymmetric opportunity: 🧵2/ NVO was nearly trading at 3x of today's valuation in January.What changed?Nothing more than the sentiment.Let me explain:Image3/ NVO still dominates the global diabetes market.It currently controls over 34% of the global diabetes treatment market, up from 30% in 2021.Even if the growth in the weight-loss segment stops, this segment is large enough to support high-single-digit long-term growth.Image4/ What about the competition from
TOPWhat about the possibility of 150% tariffs?
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2025-08-05
Figma Finally Freefall! Options Launch: How to Determine Buy-the-Dip Price?
$Figma(FIG)$ plunged 27% and closed at $88.6. Its options just launched this week, with the lowest available strike price at $70.At what price would you consider selling puts?After yesterday’s 27% drop, Figma is now trading at a P/S ratio of 52.61. If you sell a put at $70, you're essentially betting on a valuation where the P/S drops to around 41—still lofty。To put things into perspective:Figma’s revenue is only ~4.8% of $Adobe(ADBE)$, yet its market cap has reached ~30% of Adobe’s.Figma’s P/S of 52.6 is 6.27x higher than Adobe’s (P/S = 8.39).A $70 share price implies a $34.1B valuation, and a P/S of 41.6.Looking to bottom-fish? You might need to wait until below $50, when P/S drops below 30.💡 Did you kn
TOPAfter yesterday’s 27% drop, Figma is now trading at a P/S ratio of 52.61. If you sell a put at $70, you're essentially betting on a valuation where the P/S drops to around 41—still lofty。
7.19K
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2025-08-05
Palantir Breaks the $1B Barrier: A New Era for Enterprise AI Begins
Yesterday, one company I've been closely monitoring finally delivered the kind of earnings I've been waiting to see - $Palantir Technologies Inc.(PLTR)$
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
7 Key Takeaways for Volatility August 2025 from Stocki_ai's Research
(Click to review the live)Key Insights for August 2025 from Stocki_ai ‘s Live on August 1stRead full report High Volatility in August? Analysis of COIN & HOOD and Q3 Hedging Strategies from @Stocki_ai 7 Key Takeaways1.Earnings Paradox = Late-cycle tell• 96 % of tech companies beat on EPS, but the “best” reports ( $Robinhood(HOOD)$ +45 % revenue, $Coinbase Global, Inc.(COIN)$ +3 861 % net) were sold – textbook signal that the market i
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2025-08-05
High Volatility in August? Analysis of COIN & HOOD and Q3 Hedging Strategies
View the full link of LIVEExecutive SummaryThis research report examines concerning market signals emerging from Q2 2025 earnings season, particularly the paradoxical negative reactions to strong earnings from $Robinhood(HOOD)$ and $Coinbase Global, Inc.(COIN)$ . Combined with technical indicators showing extreme $Cboe Volatility Index(VIX)$ compression, unusual dark pool activity, and unfavorable seasonal patterns, we identify multiple convergent factors suggesting elevated volatility risk for August-September 2025.The
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2025-08-04
Singapore REITs in Rate Cut Cycle - H2 2025 Outlook
If you have missed out the live stream, you can view the recorded version here.Click to watch live👉Follow Kenny Loh
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2025-08-05
$Novo-Nordisk A/S(NVO)$ printing steady gains! Small win now but with GLP-1 shortages + new indications approved, this is just chapter one! Holding for earnings fireworks. Breaking: Acquiring CDMO to boost capacity - pre-market up 2%!
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2025-08-05
$Advanced Micro Devices(AMD)$ 's upcoming earnings report is expected to beat expectations, driven by strong AI product demand and improving margins. Despite not being a Nasdaq heavyweight, its shares surged over 3% today, showcasing notable strength.
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2025-08-05
$NVIDIA(NVDA)$ creeping up again! AI demand is nuts and Jensen's still slaying. Small gains now but Blackwell ramp-up + Microsoft $Microsoft(MSFT)$ orders? This train ain't stopping!
4.52K
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2025-08-05
$Tesla Motors(TSLA)$ gains are sweet! Small win now but with 4680 ramp-up + Shanghai Megafactory approved, the real feast is coming! Holding AI Day fireworks. Hot news: Model Y prices up 5000 RMB in China - demand is insane!
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2025-08-05
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ printing those 2X Tesla $Tesla Motors(TSLA)$ gains! Not holding leveraged plays too long, but with AI Day and 4680 cells coming? Taking profits while keeping a moonbag for Elon's next move!