4.80K
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2025-08-23
Will Nvidia’s Earnings Propel or Pitfall?
Key Dates & Estimates Earnings Release: Confirmed for Wednesday, August 27, 2025, after market close Quarter Focus: Q2 of fiscal year 2026 (ending July 2025). Consensus Estimates: Revenue: ~$45.8 billion, ~52% YoY growth. EPS: ~$1.00–1.01 per share. Company Outlook: Former Q1 posted $44.1 B in revenue with an $8 B hit from H20 export restrictions; Q2 guidance anticipated at ~$45 B, ±2%, and non‑GAAP gross margin around 72% Why "Leap" or "Trap"? Bullish Catalysts (“Leap”) $NVIDIA(NVDA)$ (Nvidia) remains the AI infrastructure leader and is central to the “AI trade” momentum. Analysts continue raising price targets on long-term AI optimism. Strong backlog from data-center, enterprise, and international demand remains intact despite macro pressure
TOPEnid Bertha: If this doesn't cross $180 by this month end then I will sell all my other stocks and buy it more.
12.04K
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2025-08-22
Weekly | A-shares Surge, Will HSI Hit New Highs?
This week, Hong Kong stocks showed strong resilience, with the $HSI(HSI)$ rising 0.27% over the week.Key Earnings Reports Drive Stock Prices UpSeveral companies released their earnings reports this week, with standout performances from: $LEAPMOTOR(09863)$ : The company turned a profit for the first half of the year, becoming the second new Chinese carmaker to achieve profitability. This boosted its stock by over 8%, hitting an all-time high. $POP MART(09992)$ : The company saw its net profit skyrocket by 396.5%, with a 204.4% year-on-year revenue increase. The stock surged by 18%, pushing its market value past HK$ 430 billion.
6.38K
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2025-08-22
🎁 ASX Fresh High! SGP Profit Jumps 170%, Do You Ride AU Wave?
Asia-Pacific markets mostly rose, with Australian stocks among the top gainers, breaking ranks with key Wall Street peers that saw declines led by tech stocks.The Australian market surged the most in two weeks to a fresh record, breaching 9000 points for the first time, supported by a wave of earnings beats on one of the busiest days of the corporate calendar.As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 8,967.40 on Friday, up 0.32% in the past 5 days.1. $STOCKLAND(SGP.AU)$ +12.68%Stockland reported a significant 170.6% year-over-year increase in statutory profit to $826 million and a 2.8% rise in post-tax Funds From Operations (FFO) to $808 million. This strong result led the company
TOP1. $Stockland (SGP.AU) $+12.68% Stockland reported that statutory profits increased significantly by 170.6% year-on-year to US $826 million, and after-tax operating funds (FFO) increased by 2.8% to US $808 million. This strong performance led the company to announce an all-time final Dividend of 17.2 cents per share, which stimulated the enthusiasm of investors. The performance of the recently acquired Master Planned Community (MPC) investment portfolio exceeded the acquisition assumption, and the closing volume in fiscal year 2025 exceeded expectations. New strategic partnerships, such as the development of a $3.5 billion logistics center with John Boyd Properties near Sydney Airport, also contributed to positive sentiment. The S&P/ASX 200 index performed well at about the same time, with positive momentum in the real estate segment. Stockland's outstanding performance led its stock price to significantly outperform the market.
3.18K
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2025-08-22
📉 SPX Down 5 Days: Is This the Market’s “Tell”? Tigers, the S&P 500 (.SPX) hasn’t stumbled like this all year — five straight red days, volatility waking up, and traders suddenly asking the question nobody likes: did we just see the top? --- 🚨 Why This Retreat Feels Different Breadth is narrowing → fewer stocks are holding the index up. VIX spike → volatility is climbing off historic lows, a signal that hedging is back. Macro overhang → yields and Fed signals are putting pressure on risk assets. This isn’t just about five red candles. It’s about whether the market’s momentum engine is losing fuel. --- 🧠 The Psychology of Selling Tops > “Buying makes you money. Selling defines whether you keep it.” The hardest skill isn’t finding winners — it’s deciding when the party is over. Some t
TOPVIX spiking! Flipping to shorts,this feels real.
2.68K
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2025-08-22
Still Watching Inflation & Jobs Data
$SPDR S&P 500 ETF Trust(SPY)$ Despite a slightly dovish Jackson Hole, rate cuts still depend on inflation/employment.Market sentiment for next week is bearish; big hedges buying the 620 put. $NVIDIA(NVDA)$ This quarter’s earnings setup is similar to last quarter.Institutions selling next week’s 182.5 and 185 calls, hedged by buying 192.5 and 195 calls—implying no shot at $200 on earnings.Uncertainty about next week (“black swan” risk); there’s heavy put buying at much lower strikes.Still, selling the $170 put for earnings week ($NVDA 20250829 170.0 PUT$ ) looks like a solid trade. $Tesla Motors(T
3.62K
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2025-08-22
Why Zoom Still Deserves Attention
When I look at $Zoom(ZM)$ today, I can’t help but reflect on how far the company has come since its pandemic-era highs. The stock, which once symbolized the stay-at-home economy, has spent the past few years battling investor skepticism about whether its growth could endure in a post-COVID world. But as of now, I find myself viewing Zoom with fresh interest. The company has transitioned from being a single-product video conferencing app into a broader enterprise communications platform, and that shift is finally starting to show results. Zoom’s latest earnings report reinforced this impression for me. Revenue in Q2 fiscal 2026 grew modestly, but what caught my eye was the improvement in operating efficiency. The company has maintained solid profitab
TOPLove the insightful perspective! [Heart]
23.97K
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2025-08-22
Big-Tech Weekly | NVDA Preview:What's Buyside Estimate?
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
TOPSounds like tech stocks are in for a rough ride.
1.95K
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2025-08-22
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
1.47K
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2025-08-22
THREE MOVES I WOULD MAKE AS OPEN CEO
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
1.79K
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2025-08-22
Aug 22 Premarket TRADE PLAN
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
1.96K
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2025-08-22
MRK, UNH, TEM, UP& SPY Enjoy the Upward Momentum
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
TOPNice Sharing 😊 @JC888 @Barcode @Shyon @Shernice軒嬣 2000 @koolgal @Jes86188
2.39K
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2025-08-22
[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
TOPLet's join in for fun 😁. Predict PDD closing price for 25Aug [Chuckle]. @Jes86188 @JC888 @Barcode @Shernice軒嬣 2000 @koolgal @Shyon
2.86K
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2025-08-22
How to Trade Alibaba Q1 Earnings—Made Simple
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
TOPDon't forget, they are still going to IPO Ant! $140's-$150.
9.09K
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2025-08-22
[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
TOPI am a PIST [Happy][Smile][LOL][Chuckle]. When I think the stock price is right, I just conquer. I don’t want to be penny wise, pound foolish. Just to save that $50 or $100, I queue at an impossible price. Market depth will give me an idea if my additional $50 - $100 is well spend on it. Anyway, the additional $50-$100 can either be covered by the dividend or from the uptrend of the stock. @MHh @Universe宇宙 @melson @Wayneqq @rL
14.84K
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2025-08-22
💰 NEW ALPHA|The even better energy portfolio set to soar: BE/ENB/ETR
🧩 U.S. markets continued to pull back, Chinese assets seeing a surge.🔍 $Bloom Energy Corp(BE)$ / $Enbridge(ENB)$ / $Entergy(ETR)$ : The core investment themes in the AIDC energy battle.🧘Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!| High VoltageThe next stage of AI is a competition for energy. The current surge in AI-r
TOPDiscover the future of energy with $Bloom Energy Corp(BE)$ , $Enbridge(ENB)$ , and $Entergy(ETR)$ —leaders driving the AI-driven power revolution. From cutting-edge SOFC solutions to renewable and nuclear innovations, they’re shaping sustainable growth in a transforming world: BE/ENB/ETR.
11.12K
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2025-08-22
💰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
2.36K
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2025-08-22
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
TOPNice analysis! We need to pay some attention to the recovery of the consumption sector.
16.06K
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2025-08-22
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
TOPIn 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 year, more than RMB 2.7 billion in net southbound inflows into ETFs have marked a new record, highlighting mainland investors’ growing appetite for Hong Kong-listed ETFs. In this era of “capital flows in full swing,” Hong Kong ETFs are no longer niche products. They are becoming essential tools for mainland investors to allocate global assets and tap into technology and thematic opportunities. So here’s the question: in this blooming ETF garden, which one should you pick?
3.20K
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2025-08-22
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
TOPThanks for sharing! Wait to see how its financial reports will affect the stock price.
30.77K
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2025-08-21
$PropNex(OYY.SI)$ has just hit its all time high today at SGD 2.32. With a market cap of SGD 1.53 billion, PropNex is Singapore's largest Real Estate Agency. I am so happy with its sterling performance! Go Long Go Strong Go Propnex! 🥰🥰🥰🚀🚀🚀🌛🌛🌛💰💰💰🇸🇬🇸🇬🇸🇬 @Tiger_SG @TigerStars @CaptainTiger @Tiger Club @Tiger_comments
TOP$PropNex(OYY.SI)$ has just hit its all time high today at SGD 2.32. With a market cap of SGD 1.53 billion, PropNex is Singapore's largest Real Estate Agency. I am so happy with its sterling performance! Go Long Go Strong Go Propnex! 🥰🥰🥰🚀🚀🚀🌛🌛🌛💰💰💰🇸🇬🇸🇬🇸🇬 @Tiger_SG @TigerStars @CaptainTiger @Tiger Club @Tiger_comments $PropNex(OYY.SI)$