Temu Rising, Margins Sliding: Why PDD Still Deserves Its Buy Badge
Earnings That Refuse to Miss a Beat I have to start with the obvious: PDD continues to outmanoeuvre expectations. In its most recent quarter, the company posted revenue of 104 billion yuan and adjusted earnings of 22.07 yuan per ADS, comfortably above forecasts. The share price has not been immune to short-term volatility—trading between $123 and $132 this week and down around 3.3% on the day—but the earnings momentum remains firm. For 2025 so far, PDD’s stock has returned 29.17%, easily outstripping the MSCI World’s 14.53%. To me, that performance gap is not just a stroke of luck; it reflects a business that has grown too big and too competitive to ignore. PDD’s 29.17% YTD return significantly outpaces MSCI’s 14.53% gain. What stands out, though, is how
💰 Hot Stocks to Watch Today (August 26, 2025): Seize the Day or Sit Tight?
The markets are buzzing on August 26, 2025, with global indices showing mixed signals amid pivotal news flows. The S&P 500 holds steady at 6,466.58, down 0.5% from its recent peak, while the Nifty 50 dips 0.26% to 24,920, reflecting cautious openings in India and Asia-Pacific. Bitcoin sits at $115,000, with oil at $75/barrel under 30-35% tariffs, and the VIX at 14.49 suggesting calm. Trump’s firing of Fed Governor Lisa Cook has sparked volatility fears, while Nvidia’s earnings loom large on Wednesday. From Adani’s potential cement deal to IREDA’s renewable energy push, here’s a breakdown of today’s market movements, key stocks to watch, and trading opportunities to navigate this dynamic landscape. Market Movements: What’s Driving the Day? Several developments are shaping the market: U.
I have reviewed the recent news regarding Palantir Technologies CEO Alex Karp unloading more than 400,000 shares last week, as reported in a filing with the SEC. The details indicate that Karp sold 409,072 shares at prices ranging from $142.46 to $157.56 per share on Wednesday and Thursday. This significant transaction has sparked discussions about whether it suggests Palantir (PLTR) is overvalued and whether it's a good time to buy the dip or stay away. I agree with the sentiment that Palantir might be overvalued at the moment. The stock's current trading multiples, such as approximately 90 times forward sales and 242 times forward adjusted earnings, are notably high compared to other S&P 500 components. This valuation concern is amplified by recent insider sales, including Karp's, wh
The Australian stock market has continued its strong upward momentum, once again setting a new historical record. Last Thursday, $S&P/ASX 200(XJO.AU)$ broke through the 9,000-point mark, reaching an all-time high.Several sectors posted sharp gains, with many companies delivering earnings that exceeded market expectations. The Big Four banks all closed higher, while consumer stocks performed strongly: Super Retail Group surged 12.34%, and Bramble hit a record high.On August 12, the Reserve Bank of Australia cut interest rates for the third time this year, lowering the benchmark rate to 3.6%—its lowest level since April 2023—and hinted at the possibility of another 80 basis points of cuts over the coming year. All 11 market sectors rose, led b
TQQQ Long-term re-entry opportunities may develop as early as this week
$ProShares UltraPro QQQ(TQQQ)$ 📈 Long-Term Investment Strategy & AnalysisCurrent Zone: BearishPosition: Sell and ObserveIn a Bearish environment, trends typically divide into:Downtrend – strong downward pressure with brief corrective rallies.Rebound Trend – temporary price recovery, but with limited sustainability.Long-term investors should prioritize capital preservation in this zone.Returns are expected to be muted while downside risks remain elevated.Rebounds may offer tactical trading opportunities, but are not considered reliable long-term entry points.The prudent strategy is to hold cash or consider inverse ETFs until confirmation of a new Bullish zone.The strategic buy point for long-term investors would be triggered once the Bearish zo
$NVIDIA(NVDA)$$GraniteShares 2x Long NVDA Daily ETF(NVDL)$$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$ 1. Long-Term Investment Strategy & AnalysisCurrently, NVDA remains in a Bearish trend zone, where the prevailing investment stance is “Sell and Observe.”Risk & Return Outlook: Bearish zones are associated with lower expected returns and higher downside risk, as selling pressure dominates and upward rebounds are often weak or short-lived.Trend Breakdown:Downtrend Phase: Strong downside momentum with only brief relief rallies.Rebound Phase: Temporary upward moves with limited strength, vulnerable to renewed selling.Strategic Guidance: Long-term inves
Can Ulta Beauty (ULTA) Resilience In Beauty Sector Push For A Surprise Stock Rally?
$ulta beauty(ULTA)$ is scheduled to report its Q2 2026 earnings on Thursday, August 28, 2025. The general sentiment is cautiously optimistic, with the beauty retail sector showing some resilience despite broader consumer spending pressures. Analysts expect the company to deliver solid results driven by strong consumer demand in the beauty category. Revenue and EPS: The consensus among analysts is that Ulta will report Q2 revenue of approximately $2.66 billion and earnings per share (EPS) of around $4.99. This would represent a modest increase year-over-year. However, the EPS forecast is slightly lower than the prior year's reported EPS of $5.30. Summary of Ulta Beauty's Fiscal Q1 2026 Earnings Ulta Beauty (ULTA) delivered a strong performance in i
Best Buy (BBY) Comparable Sales To Watch For Consumer Demand Signal
$Best Buy(BBY)$ is scheduled to report its Q2 2026 earnings on Thursday, August 28, 2025. The market's outlook is one of caution, as the consumer electronics retailer faces ongoing challenges from a weak consumer spending environment and tough competition. The company's prior guidance for the full fiscal year already reflected these headwinds, and investors will be looking for confirmation of its ability to navigate them. Revenue : The consensus among analysts projects Q2 revenue to be around $9.23 billion, which would be a slight decline from the same period last year. EPS : Earnings per share (EPS) are expected to be approximately $1.22, also representing a year-over-year decrease. This reflects the pressure on both the top and bottom lines. Summ
5 SPY set-ups that can increase profits by 70%-100%
5 $SPDR S&P 500 ETF Trust(SPY)$ set-ups that can increase profits by 70%-100%Image1. SPY downtrend break entry. This one easiest to take because when SPY sells off for the first 30min-1hour. Watch for SPY to break the downtrend on 2min chart to get in.Image2. SPY double bottom. As soon as the LOW OF DAY is tested with buyers this is when you get in. Then watching for rising volume to confirm move continues. This happens a lot at least 1-3x a week.Image3. SPY retest play. Wait for SPY to breakout first. Let it rip so hard then wait for it come back to RETEST the breakout area for entry (kinda like double bottom)Image4. This blue line is VWAP. Once it breaks with volume it can explode for a good high probability scalp. This moves happens best aft