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
🔥💊📈 $HIMS: The Third Cloud Dip That Could Ignite a Billion-Dollar Health Squeeze 📈💊🔥
$Hims & Hers Health Inc.(HIMS)$$Oscar Health, Inc.(OSCR)$ Technical Inflection: Third Cloud Dip and Symmetrical Compression I believe $HIMS is at one of those rare market junctions where technical history, fundamental strength, and strategic timing collide. The third dip under the weekly TrendCloud has always been a harbinger of explosive upside moves; this time, the target sits at $109, with potential extensions into $137 if the symmetrical triangle pattern plays out. I’m fully convinced this isn’t just a chart story. It’s the early stage of a billion-dollar vertical shift in health-tech. Compression Dynamics Across Timeframes On the weekly chart, the third dip under the Cloud is visible and i
🟩 🦖 **Your Daily SGX Update Is Here!** Dive into the latest market moves with Iggy as we’re shedding light on key REIT developments shaping Singapore’s financial landscape. Whether you're tracking Capitaland’s groundbreaking China REIT launch or Ascot Trust’s big play in Japanese real estate, this episode is packed with insights to keep your investment strategies sharp. 📊 From the Straits Times Index dip to global trade uncertainties, find out how these trends impact your portfolio. We also explore Singapore Pain Care’s takeover hiccup and what it means for small-cap governance. If you’re wondering how these shifts fit into the bigger economic picture, you're in the right place. 💡 **Why Watch?** Whether you're looking to make smarter investment decisions or stay ahead of regional economic
$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
Previously. On 12 Aug 2025, I shared a post on $Lucid Group Inc(LCID)$ where its Q2 2025 earnings were shared and more importantly, its prospect going into H2 2025 and Q3 2025. Click here ! for the details in the original post. Everything seems to be going swell for this ‘forgotten’ luxury EV maker. Even its ad for the soon-to-be launched the Gravity mid-range SUV has been hitting online as planned. Everything except an item that I have inserted last minute into my post. (see below) It was reported on 10 Aug 2025, that a “1-for-10” reverse-stock split has been filed by LCID. Shareholders would be voting on 18 Aug 2025 to either abandon the motion or proceed with the reverse s
$Li Auto(LI)$$NIO Inc.(NIO)$$Tesla Motors(TSLA)$ 📉 Technical landscape I’m tracking Li Auto’s daily Elliott Wave where a corrective A B C completed into October 2023. Key supports are the 61.8 percent retracement near 31.35 and the deeper 27.01 level. Initial resistance sits around 42 to 44. On the weekly chart price is testing its long-term ascending channel near 23 to 24. Holding that channel preserves an upside path toward 48. A breakdown would increase risk toward 21 which aligns with the revised ADR target. 💰 Earnings expectations Wall Street looks for Q2 EPS of 0.24 on revenue of 4.45B. Options imply a 7.6 percent move. Li Auto reports before the open
“Go Long or Play Defense? Nvidia Hits $180 Ahead of Earnings
$NVIDIA(NVDA)$ Nvidia (NASDAQ: NVDA) has become the defining stock of the artificial intelligence (AI) era, leading the market higher while rewriting the boundaries of valuation and institutional positioning. With earnings just around the corner, Wall Street is grappling with a critical question: does Nvidia have enough momentum left to break decisively above $180, or is the current level a short-term ceiling before profit-taking sets in? The answer is not straightforward. Institutional activity, options market signals, and fundamental expectations all tell different parts of the story. To make sense of Nvidia’s trajectory, investors must weigh the bullish case of structural AI demand against the bearish reality of lofty expectations. Institutions
Home Depot Stock: Valuation Stretched, But Pro Growth Makes It a Housing Winner
$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
Trump vs. the Fed: Fed Independence in Doubt? Why Gold Soars as Stocks Slip
$S&P 500(.SPX)$ Former President Donald Trump’s abrupt declaration that he was “dismissing” Federal Reserve Governor Lisa Cook sent tremors across global financial markets. The announcement, made on his social media platform and described as “effective immediately,” was as unexpected as it was unsettling. Almost instantly, U.S. stock index futures fell into negative territory. Meanwhile, traditional safe havens such as gold and the Japanese yen surged, as traders sought to shield themselves from the possibility that America’s central bank independence — a cornerstone of global financial stability — was under political threat. The move was not simply about one policymaker. Markets interpreted it as a potential signal of how future political adm
The Tariff War’s Global Shockwaves: Who Wins, Who Loses, and Why Deficit Spending is Becoming the Only Way Out
$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
What should we do if Meituan collapses? Leading strategies to help you
Amid the fierce takeaway and instant retail price war, Meituan handed over its report card in the second quarter.The financial statements show,$Meituan-W (03690) $In the second quarter of this year, revenue was 91.84 billion yuan, a year-on-year increase of 11.7%; However, the operating profit in the second quarter plummeted 98% to 230 million yuan, and the operating profit margin fell from 13.7% to 0.2%; The adjusted net profit in the second quarter was RMB 1.49 billion, a year-on-year decrease of 89% compared with RMB 13.606 billion in the same period last year, and far lower than the estimated RMB 9.85 billion.When Hong Kong stocks opened this morning, Meituan opened 9.72% lower at HK $105, with a turnover of HK $1.656 billion."Meituan has grown
NVIDIA: Quantum Fusion – The Unseen Catalyst Propelling NVDA to Trillion-Dollar Heights
In the volatile theater of Wall Street, NVIDIA (NVDA) has once again stolen the spotlight—not with a triumphant surge, but with a perplexing post-earnings dip that has left many investors scratching their heads. As of August 28, 2025, shares tumbled around 2-6% in after-hours trading following the Q2 FY2026 earnings release, despite the company shattering expectations with $46.74 billion in revenue (beating the $46.06 billion forecast) and adjusted EPS of $1.05 (surpassing $1.01). The culprit? A perceived “miss” in data center revenue due to zero H20 chip sales to China amid geopolitical tensions, and a market that’s grown accustomed to perfection from this AI juggernaut. But here’s the contrarian twist: this dip isn’t a red flag; it’s a neon sign screaming “buy.” NVIDIA isn’t just riding
SoFi: Riding the Wave of Financial Empowerment to New Heights SoFi Technologies, Inc. (SOFI) has captured attention with its recent pullback from a lofty $26 peak, sparking debates about overbought conditions and market greed. While some investors see this as a signal to take profits, the reality is far more promising. SoFi’s retreat is not a sign of weakness but a strategic pause in a powerful upward trajectory, driven by its innovative financial services and a growing user base. This dip presents a golden opportunity for investors to join a company poised to redefine personal finance and deliver substantial long-term gains. Here’s why SoFi remains a strong buy. The Pullback: A Healthy Correction, Not a Red Flag SoFi’s surge to $26, followed by a pullback, mirrors patterns seen at previou
Crypto Stocks: The Resilience Rally – Why SBET, CRCL, and Peers Are Poised for a Comeback The recent sell-off in crypto concept stocks like SBET, CRCL, BTCS Inc., MARA Holdings, SharpLink, Circle, Strategy, and Coinbase has sparked concern, with declines ranging from 4% for Coinbase to a steep 17% for DeFi Dev. The chatter on platforms suggests a potential capital shift away from risk assets, raising fears of a deeper correction. Yet, this pullback is not a signal of collapse but a golden opportunity for savvy investors. These stocks, tied to the resilient and evolving crypto ecosystem, are primed for a robust recovery and long-term growth. Here’s why the bullish case for crypto stocks remains stronger than ever. The Sell-Off: A Buying Dip, Not a Downfall The recent drops—7% for BTCS and M
ASX Earnings Recap: Miners Mixed, Consumers Shine, and Airlines Fly High
Market OverviewThe Australian sharemarket posted modest gains this week, with the ASX 200 edging up 0.22% to 8,980 as strength in financials and real estate offset softness in energy and healthcare. By late August, the divergence between sectors remains clear: consumer and travel names are delivering upbeat results, while miners and energy producers grapple with weaker commodity prices.Pilbara Minerals: Production Up, Prices Down $PILBARA MINERALS LTD(PLS.AU)$ rose as much as 3.8% after reporting a 4% lift in spodumene production to a record 754,600 tonnes and a 7% jump in sales volumes. But revenue dropped 39% to $769 million, and underlying EBITDA plunged 83% to $97 million as lithium prices slumped. Despite a statutory loss of $196 million, t
Nvidia Earnings Beat But Not Breathtaking: Post-Drop Opportunity or Peak Trap?
$NVIDIA(NVDA)$ Nvidia's Q2 FY26 earnings delivered a solid beat with $30 billion in revenue (up 122% YoY) and $0.68 EPS (up 168% YoY), but the "good but not great" results, with data center growth slowing to 56% from 73% last quarter, triggered a 6.8% after-hours drop to $117.87 from $126.50. Q3 guidance of $32.5 billion revenue (up 80% YoY) and 74.5% gross margin topped expectations, but the midpoint fell short of whisper numbers, raising concerns about Blackwell delays and AI demand saturation. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the market's bullish backdrop contrasts with Nvidia's RSI at 45, suggesting oversold conditions. The VIX at 14.12 reflects calm, but Nvidia's 40.38x forward P/E and $3.47T mar
Daily Charts - IWM just saw their largest weekly inflow since the 2024
1.Small Caps $iShares Russell 2000 ETF(IWM)$ just saw their largest weekly inflow since the 2024 Presidential ElectionImage2.U.S. Treasury just bought back another $1.4 Billion of its own debt 👀 This is now a total of $7.4 Billion in the last 2 weeks 🤯Image3.Gold might be getting ready soon! Bollinger Bands tightening and the triangle is narrowing... $Gold - main 2512(GCmain)$ Image4.Speculators have built the largest short $Cboe Volatility Index(VIX)$ futures position since 2022ImageFor 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 a
Not bad at all for $NVIDIA(NVDA)$ earnings + guidance. Data Center revenue is the only thing missing here but not by much. ✅PLUS $60B buy back program. A company only does this when they think theirs shares are undervalued.Eyes on NVDA $170.If it breaks and closes below, the head and shoulders gets nasty.That opens a big volume gap down toward $150 on the profile.Bulls are still in control as of now + Monthly and Weekly BX holding 🟢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 T