Can $TEM Maintain Impressive 118% YTD Stock Growth?
U.S. stocks edged back from their records, led by drops for technology companies, but Wall Street still closed out another winning week.The $S&P 500(.SPX)$ fell 0.3% last Friday, slipping below the record it set a day earlier. The $Dow Jones(.DJI)$ edged up 0.1%. The $NASDAQ(.IXIC)$ composite fell 0.4%.The best-performing concepts is AI Healthcare. Considering the different perceptions of the stock, this time TigerPicks chose $Tempus AI(TEM)$ to have a fundamental highlight to help users understand it better. TEM stock rose by 21.21% last week and has increased by 118.54% year-to-date.
Stocks Mostly Rallied on Powell’s Dovish Remarks at Jackson Hole – What’s Next?
From Monday to Thursday, the $S&P 500(.SPX)$ and $NASDAQ 100(NDX)$ fell 1.2% and 2.38%, respectively, as investors feared a hawkish Powell speech at Friday’s Jackson Hole meeting. However, Powell’s dovish remarks on Friday sent the S&P 500 and Nasdaq 100 higher by 1.52% and 1.55%.Market participants now see a 75% chance of a 25bp rate cut at the September FOMC meeting, according to CME FedWatch, after Jerome Powell hinted that a long-awaited cut could help support the weakening labor market. Investors welcomed his greater emphasis on labor conditions, which was timely given the recent downward revisions to jobs data. While Powell acknowledged the risk of prolonged inflation pressures from tariffs,
Beginner Options Strategy: Practical Tips for Short Put | #OptionsHandbook EP033
A Short Put can be a steady way to earn premium—as long as the stock doesn’t crash. But where are the risks? And when’s the best time to close the trade? 📘 The Options Handbook sums up the key points you need to know about the Short Put strategy— ▶ Review: What Is a Short Put? 🤔 A "Short Put" means selling a put option—also called a "Sell Put" strategy. It's a way of getting paid to potentially buy a stock at your preferred price. ▶ When This Works Best? 📈 This approach makes sense when you're happy to buy the stock, but only at your price. And you're fine owning it or earning a yield while waiting. It's beneficial if you're holding cash and want to boost returns without jumping in too early. ▶ Wh
$AMAT 20250905 155.0 PUT$ AMAT: collect $90 (0.55%) premium from this short put with strike at $155. Contract will expire in 2 weeks on 5th Sept. After a 14% drop on earnings, price seems to have stabilised. The key issue is expiry license to China and these type of hurdles can be cleared once some effort to pacify the commander in chief just like INTC.
📊 13x Forward PE! PDD or BABA: Which Will Lead the Consumer Rally? Chinese tech earnings are back in focus, and two giants — Alibaba ($Alibaba(BABA)$ ) and Pinduoduo ($PDD Holdings Inc(PDD)$ ) — are about to face the market. On the surface, their valuations look similar: Alibaba trades at ~16x forward PE, PDD at ~13.5x. But when you look deeper, investor sentiment couldn’t be more different. BABA feels like the undervalued veteran; PDD feels like the hot hand. The market has already picked a favourite — but should you? --- 💡 China’s Consumer Recovery: Who Benefits Most? The backdrop matters. China’s consumer recovery is still fragile, but there are green shoots: restaurant sales up, l
<Part 4 of 5> sell signals, delinquency & tariffs - News and my thoughts from the past week (25Aug25)
News and my thoughts from the past week (25Aug25) Image Rising Delinquencies... Credit cards: >12%, highest since the Great Recession. Student loans: back above 10% after payments resumed, likely to continue higher. Auto loans: near 5%, approaching a 14-year high. The debt stress is piling up. - X user Charlie Bilello Image ACCORDING TO WALL STREET GOOGLE’S 6 MAIN BUSINESS ARE WORTH $3.5 TRILLION ON A STAND ALONE BASIS THE $3.5 TRILLION DOZENS EVEN INCLUDE DOZENS OF SMALLER UNITS GOOGLE IS CURRENTLY WORTH JUST $2.5 TRILLION - X user Gurgavin Image Bull markets have lasted 5x longer than bear markets on average. Bulls: +254% over 5 years. Bears: –31% over 1 year. Markets spend far more time growing wealth than destroying it. Why is interrupting compounding the biggest risk of all? - X us
<Part 5 of 5> Energy, rise & fall of AI and my investing muse (25Aug25)
My Investing Muse (25Aug25) Layoffs & Closure news Store closings in 2025 have totalled about 5,822 as of June 27, significantly surpassing last year's mid-year total of 3,496, Coresight Research reported. - The Street You survived the layoffs. Now you’re doing 2 people’s jobs. Attrition follows a Layoff. How fast can the slump follow? Meta is freezing all AI hiring, per WSJ. This comes just days after Meta offered compensation packages exceeding $100M for some AI engineer hires. Microsoft, Meta, Amazon, Google: $320B planned to spend this year on AI. MIT: 95% of companies saw zero returns. Zuck just burned $31.8B in 6 months and is hitting the brakes. Now even the CEOs who lit the fire are yelling “bubble.” Ya don't say? Insiders are finally pre-warning about this now… glad they caugh
Ethereum $ETH just climbed over $4,900 for the first time ever
Ethereum Price Tops $4,900; BMNR and SBET Valuations Re-examined $SharpLink Gaming(SBET)$ provides a clear per-share metric based on their diluted share count—about 0.00387 ETH per share. $BitMine Immersion Technologies Inc.(BMNR)$ holds more than double the total ETH compared to SBET, and on a per-share basis, it offers roughly 2.3× more ETH per share (~0.00878 vs 0.00387 ETH). This comparison uses basic shares outstanding for BMNR, while SBET uses a more comprehensive assumed diluted share count, so be mindful—the metrics aren’t perfectly apples-to-apples but offer a strong directional comparison $2X ETHER ETF(ETHU)$
Overall Market Overview Global equity markets closed mostly higher as investor sentiment turned positive following Federal Reserve Chair Jerome Powell’s signal that monetary easing could be on the horizon. The US led the rally with fresh record highs, while Europe posted modest gains and Asia ended mixed ahead of Powell’s speech. US: Fed Signals Lift Wall Street US markets surged strongly with the Dow Jones $DJIA(.DJI)$ jumping 846.24 points (+1.8%) to 45,631.74, hitting fresh highs. The S&P 500 $S&P 500(.SPX)$ climbed 96.74 points (+1.5%) to 6,466.91, while the Nasdaq Composite $NASDA
MongoDB (MDB) Earnings Atlas Platform Growth and Customer Consumption Trend To Watch
$MongoDB Inc.(MDB)$ is scheduled to report its financial results for the second quarter of fiscal year 2026 after the U.S. market closes on Tuesday, August 26, 2025. This report is highly anticipated as a crucial test of the company's growth trajectory and its ability to navigate a challenging economic environment. The stock has been under pressure, and this report is seen as an opportunity for the company to "rebuild confidence" with investors. Non-GAAP Earnings Per Share (EPS): The consensus estimate for Q2 FY2026 non-GAAP EPS is in the range of $0.62 to $0.66, with a Zacks consensus of $0.64. This would represent a year-over-year decline from the prior year's $0.70. Revenue: Analysts are forecasting revenue to be between $548 million and $553 mi
🪙REITs Forum (26 Aug 2025,📍SGX Auditorium)The REITs Investment Forum 2025 will explore Singapore and global REIT market outlooks, featuring expert insights on stability, income, and growth. Designed for investors and advisors, it covers domestic resilience and international opportunities. Scan to Register. 🪙 Sabana Industrial REIT (YTD: +13.98% | 5D: +1.23%)Trustee issued an update on the internalisation process. Two Director Elects will join the New Internalised Manager’s board to facilitate its CMS licence application, with CEO and CFO roles expected to be confirmed. Fourth Supplemental Deed to the Trust Deed executed, formalising steps approved at the Aug 2024 EGM. $SABANA INDL REIT(SBBSF)$ 🪙 Earnings Summary for Q2 2025The Earnings Season
I think the main focus this week will definitely be NVIDIA’s $NVIDIA Corp(NVDA)$ earnings. With all the debate around AI demand, their results could set the tone not just for semiconductors but the whole AI basket. A strong beat and guidance would revive confidence and lift related names, while any weakness could spark a sector-wide pullback. My trade idea is to watch AI-linked names that usually move with NVIDIA, like AMD $Advanced Micro Devices(AMD)$ and Super Micro $SUPER MICRO COMPUTER INC(SMCI)$ . If earnings surprise to the upside, I’ll ride the momentum. But I’ll also
Personally i hate what I call "noise stocks". These are stocks that all the sheep of Wall Street comment on, with no actual depth. But the reality is well $NVIDIA(NVDA)$ and also $Advanced Micro Devices(AMD)$ are bloody great in my humble opinion. See here's the thing. Analysts and commentators can say anything they want, we no real implications. The CEO or CFO can't. If they are found to mislead, heck they can be fined and go to jail. And the company can be litigated against, as just happened today with $Tesla Motors(TSLA)$ . So I sift out the noise, and i believe nvda looks good On earnings but I'm more interested in there projections of next quarter earni
The Friday Market. On Fri, 22 Aug 2023 US market largely closed higher for the week, snapping the few days of decline since the start of week of 18 Aug 2025. The Dow surges to first record close of 2025, while both S&P 500 and Nasdaq end sharply higher; just not record breaking (again). By the time market closed for the week: (see above) DJIA: -1.89% (+846.24 to 45,631.74). S&P 500: +1.52% (+96.74 to 6,446.91). Nasdaq: +1.88% (+396.223 to 21,496.535). The Catalyst. Unbelievable as it maybe, US Fed Chair Jerome Powell was the catalyst that sparked the Friday stock-market rally Friday, with his Jackson Hole speech. HIs dovish stance has opened the door ‘of possibility’ to an interest rate cut in September 2025. The Things Powell Said ? Powell has indicated that the "balance of risks"
$Grayscale Ethereum Mini Trust(ETH)$ 📊 Ethereum exposure for your portfolio. Just the beginning, we are entering into Alt season. Hold the line to the blow-off top and then GET OUT when the time comes! Not yet! 📈