Big-Tech’s PerformanceMacro Headlines This Week: Market in divergence while techs in correctionThe three major US stock indexes experienced a sustained decline this week, with the $S&P 500(.SPX)$ recording a "five-day losing streak." technology stocks were broadly under pressure, and the consumer sector was significantly dragged down by $Wal-Mart(WMT)$ (the first time in three years that profits fell short of expectations, reflecting the pressure of tariffs pushing up costs), whileU.S. Treasury yields rose across the board. Market concerns over the Fed's hawkish stance intensified, with the bond market reacting based on the logic of "stagflation trading" — conflicting economic data (strong manufacturi
NVO: One of the Most Undervalued Stocks in the Market
1. $Novo-Nordisk A/S(NVO)$ is one of the most undervalued stocks in the market now.The valuation assumes just 5% annual revenue growth for the next decade.Insiders see this and they are buying.Insiders may sell for many reasons but they only buy for one reason:They think the stock will go up.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees a
1. Flip the narrative from debt to data. Everyone still sees Opendoor as a balance sheet house flipper. That dies on my watch. The real moat is seller data -- no platform has deeper insights into seller intent, pricing pressure & transaction timing. $Amazon.com(AMZN)$ owns purchase data, $Alphabet(GOOGL)$ owns search intent, $Meta Platforms, Inc.(META)$ owns social connections -- Opendoor owns seller data, the most valuable signal in a $3T real estate market.2. License it like Reddit. $Reddit(RDDT)$ turned sentiment into an LLM licensing engine with 90% margins. That’s social media. In real estate, a $3T asset class
Powell speaking at 7am PST. WAIT for the reaction then EXECUTE today. $S&P 500(.SPX)$ all about 6400 for the upside, if it gets through.. 6427 coming. If SPX breaks 6334 I'd consider puts. $Coinbase Global, Inc.(COIN)$ if it holds 300 at the open and $BTC can ramp back above 113K we can see COIN move back near 310 $Palantir Technologies Inc.(PLTR)$ all about 158 today if it gets through possible we see 165 again next week. Calls can work above 158. $Invesco QQQ(QQQ)$ 558 can come quickly if it breaks under 561. Puts can work under 561 for today.Be patient and wait for Powell. Good luck everyone!! 🫡For whom haven't ope
Hello everyone! Today i want to share some technical analysis with you!1. $SPDR S&P 500 ETF Trust(SPY)$ Happy Jackson Hole Eve. 🍿Image2. $Wheels Up Experience Inc.(UP)$ New 52-week highs UP next? 🧲Image3. $Tempus AI(TEM)$ Looking for relative strength lately? Look no further. Image4. $UnitedHealth(UNH)$ 6+ years of price action.$300 = most traded price.Buyers need to gain it with authority. 🔎Image5. $Merck(MRK)$ Insiders buying near the lows.Weinstein Stage 2 breakout setting up.You have my attention. 🔎ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and
[Stock Prediction] Can PDD Bounce Back After a Rocky Q2?
$PDD Holdings Inc(PDD)$ is set to release its Q2 2025 earnings before the U.S. market opens on August 25. According to Bloomberg consensus, revenue is expected to hit RMB 103.9B , with adjusted net income at RMB 22.4B and EPS at RMB 15.5.After a 20% drop from its 2024 highs, can this report bring PDD back to life—or will Temu’s global growing pains continue to weigh?📌 Key Things to Watch Domestic resilience: In a weak macro environment, PDD’s domestic ad business remains a steady anchor. Merchants are doubling down on ad spend to drive visibility during sales promotions. Analysts believe stable monetization rates and high-margin ads may help offset overseas fulfillment costs and discounts.Temu’s recovery story: Temu faced disruption in Q2 due to a
2025 Q1 Earnings Preview (FY1Q26): $Alibaba(BABA)$ Alibaba’s fiscal Q1 (calendar Q2 2025).Food delivery business is performing well—Taobao Flash Sale hit a peak of 100 million orders in one day recently.From early May to early August, Taobao app’s daily active users and total usage time jumped 19% and 30%, respectively.Aggressive promotions are pressuring short-term profits—pre-tax profit expected to drop 15%.Marketing spend expected to double to RMB 20B in July–September.Cloud revenue should see an accelerated 22% YoY growth in Q1.Total revenue up 3.9% YoY—slightly below consensus; profits much lower than expected.Earnings Takeaway:Margins are under pressure, but the market already expects this.Food delivery losses are a short-term drag, but coul
[Event] What’s Your Stock Market MBTI? Take the Quiz & Win Prizes!
Do you buy stocks based on research, or do you follow the hype? Some people love digging into financial reports. Others just want to ride the next hot trend. Turns out — your MBTI personality might explain a lot about how you trade.Here’s how your MBTI might shape your investing style:E (Extrovert): You thrive on conversations — always tuned into stock tips, Discord chats, and market buzz. You believe in the wisdom of the crowd (most of the time).I (Introvert): You trust your own research. Quiet hours with earnings reports and long-term theses? That’s your zone.N (Intuitive): You love spotting “the next big thing.” Whether it's AI, EVs, or crypto — you're always investing with a vision of the future.S (Sensing): You keep it real. No hype — just solid numbers, proven business models, and cl
💰A Share & HK Market in Full Bloom: One Stop to Nice Tickers?
A-shares hit a nearly 10-year high. As of August 22, the $SSE Comp(000001.SH)$ closed at 3825.76 points, up 1.45%.Previously, on August 19, the $SSE Comp(000001.SH)$ reached an intraday high of 3746.67 points, breaking the closing record since the 2015 bull market.From April 8 to August 19, the Shanghai Composite Index, $SZSE Comp(399001)$ Shenzhen Component Index, and $ChiNext(399006)$ ChiNext Index rose by 25%, 32%, and 52%, respectively. Trading volume and margin trading balance exceeded 2 trillion yuan for six consecutive days, a record high.Meanwhile, the HKEX market
Is Walmart’s Resilience Enough to Outpace Tariff and Spending Headwinds?
Walmart’s latest quarter reaffirmed its role as a bellwether for U.S. consumers, though the stock fell 4.5% post-earnings. Headline sales were solid, but EPS missed expectations, highlighting pressure in its cost structure.Earnings HighlightsRevenue: $177.4B (+4.8% YoY; $178.9B constant-currency, +5.6%) with a ~$1.5B FX headwind.EPS: Adj. $0.68 (vs. $0.74 cons.), with operating income down 8.2% reported but flat ex-FX (+0.4%).Growth Drivers: Global eCommerce +25%, advertising +46% (U.S. +31%), membership income +5.4% (fees +15%).Guidance: FY net sales growth raised to 3.75–4.75%; FY26 EPS $2.52–$2.62; Q3 EPS $0.58–$0.60.U.S. OperationsSales rose 4.3% to $111B, with comps +3.4% on 4% traffic growth, partially offset by a -0.6% basket size. Grocery continues to lead, while discretionary cate
CN Assets Pick|04 Hong Kong ETFs in Full Bloom: Have You Picked the Right Theme?
In the second half of 2025, Hong Kong’s capital market is embracing a brand-new “spring.” It’s not just about the IPO pipeline gearing up or HKEX delivering record profits—what’s more important is the surging southbound capital from A-shares, which has rapidly fueled the ETF market’s momentum, turning it from a niche corner into the spotlight.According to HKEX’s latest interim results, profits for the first half of 2025 soared nearly 40% to a record HK$8.52 billion, with average daily stock turnover reaching HK$222.8 billion and Stock Connect flows hitting new highs. Particularly striking is the surge of southbound inflows into ETFs: daily ETF turnover climbed to HK$33.8 billion, a jump of nearly 184%, significantly boosting both liquidity and valuations across the ETF market.So far this y
Can A Bet On Semtech (SMTC) Paid Off On Potential Upcoming Robust Earnings?
$Semtech(SMTC)$ is set to report its fiscal Q2 2026 earnings on Monday, August 25, 2025. The company's recent strong performance, driven by a 22% year-over-year revenue increase in Q1, has set high expectations. Consensus EPS: Analysts expect earnings per share (EPS) of approximately $0.28 to $0.40. This is a significant increase compared to the -$0.15 EPS reported in the same quarter last year. Consensus Revenue: The consensus revenue forecast is around $256 million, which would represent a year-over-year increase of approximately 18.9%. We have seen a significant dips on Semtech since its robust Q1 2026 earnings, so can we do a bet as a bet on Semtech (SMTC) before its Q2 2026 earnings could pay off handsomely if the company delivers a solid bea
Simply Wall St.2025-08-20 18:14 For those watching DBS Group Holdings (SGX:D05), you may have noticed the stock has quietly moved up in recent weeks. This has caught the attention of investors who are weighing what comes next. There is no single headline driving this movement, but the price momentum might prompt some to wonder whether the market is hinting at something beneath the surface or simply responding to broader sentiment. Whenever a well-followed bank like DBS changes direction without an obvious catalyst, it often raises questions about valuation and whether there is more upside to capture. This uptick comes after a strong performance over the past year. DBS Group Holdings posted a 47% return and climbed 13% year-to-date, far outpacing most regional peers. In the past month, its