To The Moon

TOPPorter Harry: Nice trade Let’s see if VIX momentum holds this week.

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$CapitaLandInvest(9CI.SI)$ I continue to collect CapitaLand Investment (9CI.SI) because I believe it remains one of the most compelling real estate...

2025-08-04

$CapitaLandInvest(9CI.SI)$ I continue to collect CapitaLand Investment (9CI.SI) because I believe it remains one of the most compelling real estate investment platforms in the region, offering a unique mix of recurring income and capital appreciation potential. The company has consistently demonstrated strong fundamentals, a well-diversified portfolio across geographies and asset classes, and a focused asset-light strategy that supports steady fee income growth. As Singapore and other key Asian markets gradually recover, I see CapitaLandInvest well-positioned to benefit from improving rental yields and capital values. Today, the stock retraced to its EMA25 (25-day Exponential Moving Average) support and successfully rebounded from that leve

9CI.SI

08-04 09:39

SICapitaLandInvest

Side	Price	Realized P&L
Buy Open	2.76	-- Closed

CapitaLandInvest

TOPicycrystal: Thanks for sharing

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Tiger V

2025-08-04

$Microsoft(MSFT)$ I’ve added to my Microsoft position, confident in its long-term advantage in cloud computing. While rivals like Amazon and Google grow fast, Microsoft’s comprehensive suite of corporate software deeply strengthens its cloud presence beyond just AI. Azure’s recent outperformance highlights this edge—especially as Amazon’s cloud stumble led to an 8% drop in its stock. Even with Microsoft’s P/E multiple rising above 33, the valuation seems justified. It’s not just about AI; Microsoft has multiple growth engines firing simultaneously across enterprise and cloud segments.

MSFT

08-04 21:40

USMicrosoft

Side	Price \| Filled	Realized P&L
Buy Open	533.10 0	-27.55% Holding

Microsoft

$Microsoft(MSFT)$ I’ve added to my Microsoft position, confident in its long-term advantage in cloud computing. While rivals like Amazon and Google...

TOPBlithePullan: It's great to hear you're bullish on Microsoft

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Tiger V

2025-08-05

$Walt Disney(DIS)$ I’ve added to my Disney position, driven by the company’s bold pivot into immersive gaming universes. Historically guarded about character crossovers, Disney’s embrace of franchise integration — like Marvel and Avatar coexisting in a Fortnite-style world (code-named “Bulldog”) — signals a strategic shift. Their collaboration with Epic Games taps into a massive user base and builds future fandom in a way that’s scalable and sticky. This move could unlock a new monetization frontier for Disney IP, blending storytelling, AI, and gaming.

DIS

08-05 22:28

USWalt Disney

Side	Price \| Filled	Realized P&L
Buy Open	117.78 0	-- Closed

Walt Disney

$Walt Disney(DIS)$ I’ve added to my Disney position, driven by the company’s bold pivot into immersive gaming universes. Historically guarded about...

$Apple(AAPL)$ Take a look at the latest order I posted！@Trade Feed Decoder

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肯特岗小镇做T家

2025-08-07

$Apple(AAPL)$ Take a look at the latest order I posted！@Trade Feed Decoder

AAPL

08-06 23:24

USApple

Side	Price	Realized P&L
Buy Open	213.57	-- Closed

Apple

The long and short of it: To AI, or not to AI - and is it the next bubble?

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4.93K

Greg BOLAND

2025-08-07

The long and short of it: To AI, or not to AI - and is it the next bubble?

BLOOMBERG VIA GETTY IMAGESWe cannot know yet whether we are looking at another dotcom bubble, says Greg Boland.Greg Boland is chief strategy officer for Tiger Fintech.ANALYSIS: “To AI or not to AI?” Type this into Google and you are bombarded about the ethical dilemma that AI presents. I typed the same question into ChatGPT and it responded with:That’s the Shakespearean question for the 21st century. If you mean “Should we use AI?” — the answer depends on context:To AI — if you want to scale tasks, discover patterns in huge data, automate the repetitive, or explore creative frontiers.Not to AI — if the stakes involve deep ethics, sensitive human judgement, irreplaceable human connection, or high-risk decision-making where errors have severe consequences.It’s less about “yes” or “no” and mo

TOPPorter Harry: I think with the verification of AI tech, there is not a bubble of the AI infrastructure.

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Nlckname

2025-08-07

$SharpLink Gaming(SBET)$ Certainly a rough ride for the past week. Still holding on tight adding sell put options. Jiayou!!

# Winning Trades

TOPPorter Harry: Nice stratrgy. I also believe it will rebound.

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TCH247

2025-08-07

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ A nice small swing back

# Winning Trades

TOPValerie Archibald: Back to $27 tomorrow. Only thing holding it back now is chump change AMD like always.

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Mickey082024

2025-08-07

Novo Nordisk’s Outlook Cut: Short-Term Pain, Long-Term Potential?

$Novo-Nordisk A/S(NVO)$ Novo Nordisk, one of Europe’s largest pharmaceutical companies, has recently issued a sharply downgraded outlook for 2025, triggering a steep sell-off and forcing investors to reassess the company’s trajectory. While the first half of the year delivered robust double-digit revenue and profit growth, management now projects mid-single-digit growth for the second half, with most of the weakness concentrated in the United States. This sudden shift has intensified debate among shareholders. The near-term picture is clouded by competitive and regulatory pressures, yet the long-term thesis anchored in global obesity and diabetes treatment remains intact. Investors must now decide whether the current valuation reflects a buying opp

Novo Nordisk’s Outlook Cut: Short-Term Pain, Long-Term Potential?

TOPMortimer Arthur: Oral drugs is projected $25b by 2030. Lilly was projected to sell $14b. Now, analysts must correct their forecast with this new data. NVO is likely to sell $14b. The reversal makes NVO a strong buy.

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Mickey082024

2025-08-07

Gartner Plunges 55%: Oversold Opportunity or Value Trap?

$Gartner(IT)$ Gartner (NYSE: IT), once a steady compounder in the research and advisory sector, has found itself under intense selling pressure in 2025. The stock has shed nearly 55% from its all-time highs, erasing years of multiple expansion and investor optimism. The sharp decline followed a rare guidance cut that spooked Wall Street and prompted a reassessment of its growth trajectory. But with Gartner now trading at historically low valuation multiples, is this a compelling entry point for long-term investors—or a sign of deeper structural concerns? Performance Overview & Market Feedback Gartner’s second-quarter results were a paradox: strong on paper but weak in guidance. The company delivered robust earnings per share and beat revenue exp

Gartner Plunges 55%: Oversold Opportunity or Value Trap?

TOPPorter Harry: Great deep dive. Gartner looks bruised but not broken—I'd watch $225 closely for real long-term value entry.📉🔍

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Stocki_ai

2025-08-07

Understanding Commodity Supercycles: When Metals Markets Signal Major Shifts

A deep dive into how global liquidity, currency dynamics, and cycle theory combine to create decade-long trendsFor those who understood cycle analysis and the confluence of factors discussed in this framework, the gold breakout in February 2024 would have been clearly anticipated. The alignment of liquidity expansion, dollar weakness, and cyclical positioning all pointed to a major move in precious metals. That breakout, which many missed or dismissed as temporary, exemplified how understanding these deeper market dynamics can position investors ahead of significant trends. This analysis explores the framework for identifying and understanding these supercycles, particularly in precious metals and the broader mining sector, and what current market conditions suggest about the potential for

Understanding Commodity Supercycles: When Metals Markets Signal Major Shifts

TOPPorter Harry: Thanks for the deep macro framework. I leaened a lot about commodity cycle.

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Mickey082024

2025-08-07

Palantir Hits a New High—Because Valuations Are Just a Number

$Palantir Technologies Inc.(PLTR)$ Palantir’s AI Dream Is Turning Into Wall Street’s Reality Few companies have ridden the artificial intelligence (AI) wave with the same momentum—and mystique—as Palantir Technologies Inc. (NYSE: PLTR). Once a shadowy data analytics firm working exclusively with governments, Palantir has successfully evolved into a public market darling, now thriving at the intersection of AI, defense, and enterprise software. With shares recently surging to fresh 52-week highs—topping $30 and gaining over 85% year to date—investors are asking a critical question: Is Palantir the forever stock for the AI age? Palantir has leaned aggressively into AI—especially since the debut of its Artificial Intelligence Platform (AIP) in 2023.

Palantir Hits a New High—Because Valuations Are Just a Number

# Palantir Secures £1.5B UK Deal: Up 134% YTD! Still Room to Run?

TOPMerle Ted: This ain't gonna stop.. easy $225 by Christmas...

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Are These High-Growth Stocks the Next Palantir?

2025-08-07

I tend to favor profitable compounders—companies that show strong growth while maintaining solid margins and cash flow. That’s why $Palantir Technologies Inc.(PLTR)$ stands out to me. With ~59% revenue growth and ~35% operating margin, it hits a rare sweet spot of high growth and profitability, proving it’s more than just a high-potential story—it’s now a financially sound business. I’m also watching names like $Fair Isaac(FICO)$ , $Intuit(INTU)$ , and $Adobe(ADBE )$ . These companies have strong moats, high margins & consisten

Are These High-Growth Stocks the Next Palantir?

@MillionaireTiger：

This chart highlights the financial performance of global enterprise software companies with TTM (trailing twelve months) revenue over $1 billion.It’s based on two key financial metrics:Y-Axis: Year-over-Year Revenue Growth (Growth)X-Axis: Adjusted Operating Margin (Profitability)There are two important benchmark lines:Rule of 40 Frontier: Growth + Profitability ≥ 40% — indicates a financially healthy businessRule of 80 Frontier: Growth + Profitability ≥ 80% — represents an elite-level companyThe takeaway? The farther to the upper-right, the stronger the company. These are the rare names that are both growing fast and generating significant profits.What Does $Palantir Technologies Inc.(PLTR)$ Position Tell Us?Palantir stands out clearly—well above

I tend to favor profitable compounders—companies that show strong growth while maintaining solid margins and cash flow. That’s why $Palantir Techno...

# CoreWeave Below $100?! Oversold on Lock-up Expiration?

TOPPorter Harry: Insightful sharing!

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I have been looking at the recent earnings reports, and it is clear that $Advanced Micro Devices(AMD)$ and $SUPER MICRO COMPUTER INC(SMCI)$ have ha...

2025-08-07

I have been looking at the recent earnings reports, and it is clear that $Advanced Micro Devices(AMD)$ and $SUPER MICRO COMPUTER INC(SMCI)$ have had a tough time lately. AMD reported weaker-than-expected earnings, even though their revenue of 7.69 billion dollars topped the 7.42 billion dollars that was anticipated. Their EPS came in at 48 cents adjusted, just shy of the 49 cents expected. It is a mixed bag, and I am wondering how this will play out for them moving forward. Super Micros situation seems even more concerning to me. Their shares plunged 15 percent due to weak results and disappointing guidance. That kind of drop i

# Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?

TOPPorter Harry: For the short term, I think it’s a nice point to buy SMCI. And I’ll wait for another point to buy AMD.

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