To The Moon

$Nokia Oyj(NOK)$   Nokia (NYSE: NOK) has recently gained investor attention following a manager’s insider purchase disclosure (Uitto’s transaction under EU Market Abuse Regulation). Insider buying is generally interpreted as a strong vote of confidence from leadership, signaling that management views the stock as undervalued and poised for growth. 🔹 Financial Strength and Outlook Revenue Growth: Nokia reported €5.3B in Q2 2025 revenue, demonstrating resilience in its Networks and Cloud segments. While the telecom equipment sector remains competitive, Nokia’s cost optimization initiatives have preserved healthy margins. Profitability: Operating margin improved to 8.9%, reflecting disciplined execution despite macr

The Shanghai Composite Index has roared to a 10-year high of 3,825.76, up 22.7% from its April 7 low of 3,040.69, signaling a potential bull market revival as of August 27, 2025. Yet, the chatter isn’t all bullish—chat groups and forums buzz with debates on whether to cash out, fearing a peak after this surge. The WeChat Index for “bull market” sentiment sits at 65, a modest rise from 50 in April, still lagging last year’s September 24 peak of 85, suggesting cautious optimism rather than euphoria. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, global markets shine, though tariffs (30% on EU/Mexico, 35% on Canada) and oil at $74.50/barrel introduce volatility. The VIX at 14.12 reflects calm, but China’s rally, fueled by AI tech and policy support, raises the

I see Alibaba’s $Alibaba(BABA)$ earnings as a balance between growth and margin pressure. Cloud looks strong with revenue expected up 20% YoY, and the rollout of Qwen3 plus AI tools should keep Alibaba competitive. That’s a long-term driver I’m positive on. The RMB 50B subsidies are clearly driving huge order volume, but they’re also squeezing profits. I understand the need to defend market share, but investors may stay cautious until costs normalize. For me, the bigger focus is whether Taotian and international commerce can sustain steady growth. Overall, this feels like a mixed quarter. Strong cloud numbers could offset weak margins, but if profitability disappoints, sentiment could turn quickly. I’ll be watching guidance on subsidies before

I’ve often heard traders say that knowing when to sell is more important than knowing when to buy. The buying part feels exciting—you wait patiently, do your research, and finally pull the trigger. But the selling part? That’s where the real test begins. It requires decisiveness, sometimes even courage. For me, my take-profit approach started off as mostly gut feeling. If I sensed it was time to take money off the table, I sold. Simple as that. The problem was, I often sold too early. I hated watching unrealized profits shrink, and the idea of seeing them turn into losses was even worse. In a way, I was protecting myself but at the cost of cutting short potential gains. Over time, I came to respect just how volatile the market can be. A nice green position today can be gone in a flash tomo

$NVIDIA(NVDA)$ $Apple(AAPL)$ $Microsoft(MSFT)$ 🎯 I'm Calling Nvidia’s Ascent What It Truly Is: A Market Anomaly I’m watching Nvidia’s return since its December 2022 low obliterate Intel, Oracle, Microsoft, and Cisco’s comparable trajectories post-1995. As shown in the first chart, Nvidia’s parabolic move materialized early, powered by realized earnings. By contrast, the Tech Boom giants only achieved similar trajectories much later once fundamentals caught up. This is more than a bubble narrative; it’s the compression of a decade’s growth into two years. ♟️ I Am Allocating Capital Like a Chess Player I’m buying SPX all-time highs into Nvidia’s earnings release, P

$NVIDIA(NVDA)$ 🚨🔔‼️ NVIDIA Q2 2025 EARNINGS: - $46.7B revenues, +56% YoY - $26.4B net income, +59% YoY - 72% gross margins, +20% QoQ - $60B buybacks - $54B revenue guide Q3 The most exciting thing about this quarter is that Nvidia did NOT include  🇨🇳 China sales in guidance.  Outstanding! Stock falls over -5% after reporting record quarterly revenue of $46.7 billion. Nvidia beat both revenue and EPS expectations, but the stock is down sharply 🤷‍♀️ 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy

📉 Funny enough, some “experts” told people to buy right before earnings as a contrarian signal. Data center revenue: $41.1B (slightly below $41.25B expected) No H20 sales to China in Q2, but $180M sold elsewhere Total revenue: $46.74B, beating estimates of $46.23B (+56% YoY, but only +1.1% vs. forecast, growth momentum slowing) EPS: $1.05, above $1.01 expected (+54% YoY, +4% beat but smaller margin) Adjusted gross margin: 72.7% vs. 72.3% expected Q3 revenue guidance: $54B ±2% (ex-H20), above Wall St. avg of $52.5B but below some bullish forecasts Q3 gross margin guidance: 73.5% ±0.5% Board approved a $60B share buyback @TigerPM  @TigerObserver  

$ComfortDelGro(C52.SI)$   Today, 3.91 cents dividend will be credited to the account,  very nice! ComfortDelGro - Wasted, all the gains returning back after the running up from 1.43 to 1.64. Now shw is back to the original price level. It might be an opportunity is back! At 1.43, yield is about 5.88 percent which is very gd level level as compared to cpf oa 2.5% and special 4%. Not a call to buy or sell! Pls dyodd. https://sporeshare.blogspot.com/2025/08/comfortdelgro-wasted-all-gains.html 19th August 2025: ComfortDelGro - Gd results but price still being pressed down. Great opportunity is back. Nibbled small units at 1.50. Yearly dividend is about 8.41 cents. Yield is about 5.6%. Pls dyodd. 13th August 2025: I think the results is gd!

Nvidia Shares Slip After-Hours as Q3 Outlook Excludes China H20 Shipments $NVIDIA(NVDA)$   shares dipped in extended trading after the company gave a fiscal third quarter revenue outlook that excluded shipments of H20 chips to China. The dominant player in chips that power artificial intelligence said it expects revenue of $54 billion, plus or minus 2%, a forecast that does not assume any H20 shipments, it said in a press release after the market closed Wednesday. Adjusted gross margins are seen 73.5%, plus or minus 50 basis points, compared with the average estimate of 73.4%. The company's H20 shipments have been in a limbo after the Trump administration tightened the screws on semiconductor sales to China

$CNMC Goldmine(5TP.SI)$ $ 2  Target Price by Q4-2025 due to U.S currency depreciation and upcoming Fed interest rate-cut.    According to the recent Q1 financial report, CNMC Goldmine posted a revenue of USD 52.8 million for the first half of 2025. The company's net income reached USD 19.42 million, with earnings per share (EPS) of USD 0.0389. Notably, the net income attributable to shareholders stood at USD 15.76 million, indicating a robust financial position and profitability for the gold miner.   CNMC Goldmine's positive financial results come at a time when the global gold market has been experiencing fluctuations due to various economic factors. The company's ability to maintain strong revenue and profitability in

$Home Depot(HD)$ A Macro-Linked Retail Giant in a Transition Phase Home Depot (NYSE: HD), the largest home improvement retailer in the United States, has always been viewed as a bellwether for the broader housing market. Its fortunes rise and fall with the tides of residential construction, renovation activity, and consumer discretionary spending. In the wake of the Federal Reserve’s prolonged tightening cycle, the U.S. housing market has faced affordability challenges, with mortgage rates holding near multi-decade highs and home sales volumes suppressed. Yet Home Depot’s latest earnings results reinforce a critical theme: the company is not just weathering the storm, it is actively laying the groundwork to thrive once the housing market inevitably

$SPDR Gold Shares(GLD)$ $Boeing(BA)$ A New Trade War Era The global economy has entered a new phase of turbulence as tariffs reshape international trade. What began as targeted measures aimed at China has broadened into a worldwide tariff war, one that is now straining relationships not just with rivals, but with allies as well. The result is a fractured trading environment where countries are forced to rethink long-standing strategies of specialization and export-led growth. The central question: who can withstand the shock, and who will crumble under pressure? While emerging economies grouped under the BRICS umbrella appear to be weathering the storm with surprising resilience, advanced economies like Germ

A few considerations regarding your question: 1. Post-Earnings Pullback History with Nvidia: The stock has shown a pattern of brief pullbacks after earnings “beats” when expectations were already stretched. These corrections can last anywhere from a few days to several weeks, depending on broader market sentiment (tech sector flows, interest rates, macro risk appetite). Market positioning: Since a large portion of institutional investors were already positioned for an upside surprise, the marginal buyer after the report is limited, often leading to near-term weakness. 2. Valuation vs Growth Nvidia’s valuation is priced for continued leadership in AI/data centers. A slowdown from 73% to 56% YoY growth is still extraordinary, but the narrative shift from “hypergrowth” to “slowing growth” mat

1. Food Delivery War & Alibaba’s Profits Alibaba’s Exposure: Alibaba participates in the food delivery sector mainly through Ele.me, which competes directly with Meituan. While Ele.me’s market share has stabilised somewhat, the sector remains intensely competitive, with subsidies, discounts, and logistics costs weighing heavily on profitability. Impact on Earnings: Given that Alibaba’s core commerce still contributes the bulk of revenue and profit, food delivery is not its primary earnings driver. However, if competition escalates, it will: Pressure local services EBITA, worsening the margin outlook. Reinforce investor concerns that Alibaba is overextended across too many verticals. Conclusion: The food delivery war will not dominate Alibaba’s Q2 results, but it could weigh on investor