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2025-08-11
📊🔥🇺🇸 15% for Access: Nvidia’s China Deal Just Rewired the Trade War 🔓📈🚀
$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ I’m watching history unfold in real time. Last night’s move is unprecedented: Nvidia and AMD agreed to hand over 15% of revenue from China chip sales to the U.S. in exchange for lifting export controls. That explains why the Commerce Department quietly resumed issuing H20 export licenses on Friday; it happened two days after Jensen Huang met President Trump. 💥📜 From Export Ban Shock to $25B China Revenue Recovery In April, the U.S. government told Nvidia that H20-class parts required licenses for China and that this requirement would remain indefinitely. Nvidia then guided for up to ~$5.5B in Q1 FY26 charg
TOPJackQuant: I think this decision was calculated. The increase in NVIDIA's revenue from selling chips in China can make up for this remitted revenue.
2.20K
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2025-08-11
WHY IS MNDY DOWN 18%?
$Monday.com Ltd.(MNDY)$ Monday’s earnings were solid -- this drop isn’t about last quarter. It’s about whether a mid-market CRM can still justify a ~40x 2025 FCF multiple when this space will get swallowed by the AI tsunami.Only two pure-play CRMs will still matter a decade from now: one for the enterprise market -- $CRM and one for the mid-market -- $HUBS or MNDY. AI is rewriting CRM economics -- what once required massive databases, sales ops teams, and manual pipeline management is now automated by AI copilots and embedded workflow engines. The moat is shifting from “how well you track” to “how deeply you integrate into decision-making.”That’s where the pressure comes in: $Microsoft(MSFT)$ ,
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2025-08-11
Option Strategies: AAPL, PLTR& .SPX
1. $S&P 500(.SPX)$ TRADE PLAN 📈 📉 SPX bullish plan: SPX above 6400 SPX Aug 13 6450C T 6432, 6469 SL 6369 📈SPX bearish plan: SPX under 6300 SPX Aug 13 6250P T 6251, 6200 SL 6334 📉 SPX dip was bought right ack higher since the sell off we saw on Aug 1st. SPX through 6400 will set up for 6432,6469 next. Calls can work above 6400 for this week. I’d stay bullish as long as 6300 holds this month. SPX Under 6300 can test 6251 quickly.Image2. $Palantir Technologies Inc.(PLTR)$ Trade Idea: Aug 15 190C Trigger: 188 ✅Targets: 193, 200 🎯Stop: 184 🛑 PLTR gapped higher after earnings and moved to 187.99 by Friday. PLTR through 188 can run to 193,200. Calls can work above 188 for this week.Image3.
1.47K
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2025-08-11
$ComfortDelGro(C52.SI)$ just keep holding
804
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2025-08-08
$APP 20250815 400.0 PUT$ APP: collect $250 (0.6%) premium on this sold put with increased strike of $400. Contract expires next Fri on 15th Aug. APP rose 12% after earnings and closed at $437.34. Early of the trading session, decided that APP momentum will likely sustained and decided to chase for some additional premium. My existing sold put at $350 expiring 8th Aug will mostly likely expire worthless so am already initiating this new trade. APP all time high peak at $525 so still have some way before challenging that zone.
APP PUT
08-07 22:18
US20250815 400.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 2.50 1Lot(s) | -- Closed |
1.30K
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2025-08-08
$RCL 20250829 290.0 PUT$ RCL: collect $390 (1.3%) premium from this short put with strike at $290. Contract expires in 3 weeks on 29th Aug. After closing an expiring 8th Aug contract for profit, have opening for another short out so decided to set this trade as RCL is drifting lower for the day. Better support probably at $280 zone but premium is lower so decided to take the risk with $290 strike, can always roll down and further out if RCL shows additional weakness in coming weeks.
RCL PUT
08-08 00:40
US20250829 290.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 3.90 1Lot(s) | -- Closed |
TOPThanks for sharing the investment experience.
46.74K
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2025-08-08
60 years on: SGD bonds more appealing than ever
$UNITED SGD "A" (SGD) INC(SG9999010805)$ Singapore is one of just 11 AAA-rated countries left in the world today. Coupled with the de-dollarisation trend and search for high-quality corporate bond yields, demand for SGD bonds looks set to persist over the long term. Joyce Tan, Head of Fixed Income, Asia / Singapore, UOB Asset Management Making up for lost time Unlike many other countries, in the 60 years since its independence, Singapore has largely managed to maintain annual budget surpluses, and has not needed to borrow money from investors to fund its expenditure. As a result, Singapore came late to the fixed income game. The government only took concerted steps to build a liquid Singapore dollar bond market in 1997 following the Asi
649
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2025-08-09
$Upbound Group(UPBD)$ UPBD: cut loss on this trade with about 10% loss. Started accumulating on UPBD for the last 3 weeks and buying in few batches. The earnings on 31st July meets both earnings and revenue but still disappointed the general consensus so it was sold down by 15% on the day. This past week the price drifted higher but I no longer favour this position so decided to exit it while the loss is still small. I still have an open short put at $25 expiring soon and that will also be a losing trade so I'll manage that off when it's closer go expiry.
UPBD
08-09 00:31
USUpbound Group
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 21.76 86 | -9.59% Closed |
21.00K
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2025-08-11
【 Review 】The second trade to Win Season Meeting has come to a successful conclusion!
📢 Calling all Tiger Pals! 🐯We just wrapped up an energizing Trade To Win — 7.31 Meetup in Singapore — thanks to everyone who came, shared and made the night full of practical trading wisdom! 🥳✨This offline meetup focused on practical takeaways from the Trade To Win competition and community sharing. Four standout participants presented their trading styles, actionable strategies and mindset lessons. Below is a concise English recap (minor excerpts from the original recording may be quoted).[Smart][Smart]Speakers [Smart]😍😍@Daisycarro3Result: Individual Top 3; Elite Team Top 4 (Wealth Wizzards)Preference: StocksQuarterly return: 117.18%Top performer this quarter: TSLA
TOP@ZEROHERO @Terra Incognita @AyKing @jlow22 @Mathematical Money 🙌🫶
2.27K
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2025-08-11
SBET, ONDS, TSLA, UNH& ENPH Welcome Upward Momentum!
Hello everyone! Today i want to share some technical analysis with you!1. $Enphase Energy(ENPH)$ Tried to give everyone the warning last week. This thing is ready to explode simply based on the hammer weekly candle, the RSI divergence, and the oversold Williams % Range.Image2. $UnitedHealth(UNH)$ The lower indicators have officially flipped here for a potential long-term upside reversal.Image3. $Tesla Motors(TSLA)$ Tick tock....This is also a MONTHLY candle chart.Image4. $Ondas Holdings Inc.(ONDS)$ Still a lot of time left in the month and earnings next week, but this is a huge status quo change if the monthly close can h
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2025-08-09
$DuPont de Nemours Inc(DD)$ I increased my investment in DuPont de Nemours Inc. as it strengthens its position in the basic materials sector with innovative products. The recent launch of the FilmTec Hypershell XP RO-8038 element for the dairy processing industry offers up to 50% higher productivity or 50% lower energy demand compared to market alternatives. By expanding membrane area and improving efficiency, DuPont delivers significant cost savings and performance gains, reinforcing its growth potential and appeal as a long-term investment in advanced industrial solutions.
DD
08-09 03:43
USDuPont de Nemours Inc
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 70.30 0 | -- Closed |
2.85K
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2025-08-09
$Tesla Motors(TSLA)$ I increased my Tesla investment as its future hinges on the successful rollout of full self-driving (FSD) and robotaxi services. While sales face headwinds from high interest rates and the end of EV tax credits, these technologies could transform Tesla into a high-margin software and mobility leader. The market’s sky-high valuation reflects this potential, as FSD and robotaxis are not optional side bets but core to the company’s growth story. If executed well, they could generate massive recurring revenue and deliver outsized returns for investors in the coming years.
10.87K
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2025-08-09
$TSLA 20250829 280.0 PUT$ 🚀 TSLA Cash Secured Put – Riding the Momentum 📈 Not financial advice. Sharing my personal trade journey. Entered my Sell Cash Secured Put position when TSLA traded around $320, targeting this level as a strong pullback zone anchored by the Daily 200SMA previously. Initially planned to secure profits in the 20–50% range, but with TSLA breaking both its channel and the $322-324 resistance, I'm letting the position run a little longer to capture more upside. As shared in previous post, exiting this position to secure profits. Taking some risk off the table in case of any unpredictable news. Satisfied with ~60% profit. 📊 Support Zones: $328 (short term) ➝ $324 (daily 200SMA) ➝ $320 (daily 50SMA) 📈 Re
TSLA PUT
08-09 03:59
US20250829 280.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 1.33 1Lot(s) | +63.80% Closed |
TOPAwesome trade journey! Love your strategy! 🚀📈
931
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2025-08-09
$TSLA DIAGONAL 250808/250822 CALL 330.0/CALL 350.0$ Rolling to next level of resistance at 350 for more premiums, these are short legs of the 330 long call, we'll see how it goes next week!
TSLA Diagonal
08-08 22:32
US350.0/330.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Close | -2.00 2 | -- Closed |
TOPLoving your strategy! Can't wait to see results! [Wow]
1.84K
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2025-08-09
$Strategy(MSTR)$ MSTR: bought in 100 shares of MSTR at $400/share as part of short put expiring on 8th Aug in the money. MSTR closed the week at $395.13 so my short puts were assigned. This trade outcome was intentional as I have been holding short 100 shares of MSTR and was looking for opportunity to close it off. I have still collected all the premium from selling the put, as well as from my previous trades selling calls also at $400 strikes so this complete a full cycle of wheel strategy. Technical wise, I think MSTR was bullish for the week but still largely range bound. I might still be trading in the bearish side depending on how BTC acts for the week or stay out of the trade all together.
947
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2025-08-11
$SNDL Inc.(SNDL)$ still weak.... should i let go?
TOPHold tight; volatility’s high, but long-term potential might surprise.
1.49K
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2025-08-11
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ potential hit 400 once robotaxi increases to other state
TOPQ3 sales of new cars could be good for Tesla. Unfortunately, all of those used Tesla trade-ins will be in surplus, with no rebate and just about worthless in Q4.