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OptionsDelta
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2025-08-28

Hugging NVIDIA’s Leg

$NVIDIA(NVDA)$ My first thought after seeing this earnings report: you don’t even need to watch options flow anymore—just sell puts at or near the money and you’re fine.This quarter’s results were ultra-transparent and in line with expectations. Next quarter’s outlook is also easy to predict due to timing, so again, very transparent and in line.But here’s the thing: if both this and next quarter are “as expected,” why should I care about big-picture future prospects?Because on the call, Jensen Huang laid out an even more ambitious roadmap: the long-term TAM for AI infrastructure is raised dramatically to $3–4 trillion, and both inference AI and agent AI will drive compute demand up by hundreds or even thousands of times.What’s also notable: within
Hugging NVIDIA’s Leg
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Kenny_Loh
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2025-08-28

Singapore REITs Monthly Update: Analysis of 38 SREITs

Technical Analysis of FTSE ST REIT Index (FSTAS351020)FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 660.49 to 674.37 (2.10%) compared to last month's update. The index has recovered steadily since the April low, and is now consolidating just below the 684 level (previous high attained on 30 July). The 200D SMA is mostly reversed, suggesting improved market sentiment. Resistance around 675–680 has been for the past one month; a breakout above this zone could pave the way toward 700. The 50D SMA (663) and the 200D SMA (645) provide immediate support. Stronger support remains at 620, tested multiple times in 2024–2025.$CSOP iEdge SREIT ETF S$(SRT.SI)$ $CSOP iEdge SREIT ETF US
Singapore REITs Monthly Update: Analysis of 38 SREITs
TOPSPOT_ON: CapitaLand China Trust : Commercial C-REIT Receives Approval From China Securities Regulatory Commission To Register For Its Listing On The Shanghai Stock Exchange
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WallStreet_Tiger
·
2025-08-28

🎉26 $10B+ US Stocks Hit New Highs:MS, GS, RTX Lead & Uptrend Drivers

As of Wednesday's market close, $Dow Jones(.DJI)$ gained 0.32%%, $S&P 500(.SPX)$ up 0.24%, and $NASDAQ(.IXIC)$ gained 0.44%, showed bullish performance of the market. Data from TradingView shows that 26 companies with a market cap of over $10 billion have reached new highs.Economic Data & Policy Expectations: U.S. durable goods orders rose 2.1% in July, exceeding market expectations and reflecting resilience in business investment, which helped lift market sentiment. Investors continue to closely watch the Federal Reserve’s policy outlook. While the core PCE price index for July—released on August 26—rose 3.3% year-over-year, marking the fifth consecutiv
🎉26 $10B+ US Stocks Hit New Highs:MS, GS, RTX Lead & Uptrend Drivers
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5.63K
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Kenny_Loh
·
2025-08-27

Q&A for Singapore REITs Investment Forum at SGX on Tuesday

For those who are unable to attend the forum, I summarise the Q&A in panel discussion below: Bridging the Confidence Gap: How Overseas-Focused REITs Can Win Investor Trust I think the biggest challenge for overseas-focused REITs is really about familiarity and trust. When investors look at local REITs, they can easily relate to the assets – they know the malls, the offices, they can see them. With overseas assets, that familiarity gap creates concerns around asset quality, local regulations, and even currency risks. What I’ve seen work well is when REITs make a conscious effort to bridge that gap with education and transparency. For example, some REITs conduct detailed virtual tours, regular property updates, and even case studies on key tenants so investors feel they can “se
Q&A for Singapore REITs Investment Forum at SGX on Tuesday
TOPPorter Harry: Thanks for sharing! Very helpful content.👍
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4.33K
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Option_Movers
·
2025-08-28

Option Movers | Palantir's $160 Call Shows High Interest; Alibaba is Expected to Show a 6% Swing Post-Earnings

The S&P 500 notched a record high close on Wednesday (Aug 27) ahead of quarterly results from Nvidia, Wall Street's most closely watched event this week, which will test the rally that has pushed valuations of AI-related companies to levels that some investors view as too high.Regarding the options market, a total volume of 41,419,085 contracts was traded on Wednesday, call ratio accounted for 62%.Top 10 Option VolumesTop 10: $NVDA(NVDA)$; $TSLA(TSLA)$; $PLTR(PLTR)$; $NIO(NIO)$; $AAPL(AAPL)$; $HOOD(HOOD)$;
Option Movers | Palantir's $160 Call Shows High Interest; Alibaba is Expected to Show a 6% Swing Post-Earnings
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2.05K
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OguzO Capitalist
·
2025-08-28

Warren Buffett is the Greatest Investor---Here are His 10 Best Lessons

Warren Buffett is the greatest investor ever.He compounded at 19% annually since 1964.He has been giving free investing masterclasses at Berkshire Hathaway annual meetings since 1970.Here are his 10 best lessons:🧵 $Berkshire Hathaway(BRK.B)$ 1/ Price is what you pay, value is what you get.Intrinsic value is the sum of all future cash flows, discounted to the current day.It depends on three things:- Operating profit of the business.- Return on retained capital.That's it.2/ The moat is the most important thing.Some companies own disproportionately high market shares in their industries.This could be because of:- Cost advantages.- Unique product.- Brand power.Once you find such a business, you should analyze whether it's durable.3/ High return on ca
Warren Buffett is the Greatest Investor---Here are His 10 Best Lessons
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2.15K
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ShayBoloor
·
2025-08-28

NVDA: DATA CENTER REVENUE HAS GROWN ~10X IN TWO YEARS

🚨 $NVIDIA(NVDA)$ Q2 Earnings 🚨• Total Sales $46.7B vs Est. $46.1B• EPS $1.05 vs Est. $1.01• Data Center Sales $41.1B vs Est. $41.3B• Networking Sales $5.1B vs Est. $5.1BQ3 Guidance• Sales $54B vs Est. $46B• Gross Margins 74% vs. Est. 72%Nvidia approves additional $60B in share buyback.1.DATA CENTER REVENUE HAS GROWN ~10X IN TWO YEARS 🤯Image2.JUST SAID AI INFRASTRUCTURE SPEND COULD HIT $4T BY 2030 🤯CEO JENSEN HUANG JUST SAID AGENTIC AI ARE DRIVING A BREAKTHROUGH IN PHYSICAL AI FOR ROBOTICS & AUTONOMOUS SYSTEMS3.CEO CALLED CHINA A ~$50B MARKET GROWING ~50% ANNUALLYHe said it’s the world’s #2 computing market, home to half of AI researchers & most top open-source models -- “critical” for U.S. tech to address.AI startup funding soared from $10
NVDA: DATA CENTER REVENUE HAS GROWN ~10X IN TWO YEARS
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EliteOptionsTrader
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2025-08-28

TRADE PLAN for Thursday ✅

$S&P 500(.SPX)$ closed above 6469. SPX to 6500 in play in the next 2 days. We still have Core PCE data premarket on Friday so we can see a potential set up for 6530-6550 if SPX closes above 6500 this week. As long as SPX stays between 6427-6469 I'd be more cautious trading. $Invesco QQQ(QQQ)$ all about 568, if this level breaks we can see a move to 560-563 again. QQQ 568P can work under 570 for today. $NVIDIA(NVDA)$ the only to look at calls is if you see it move red to green and close above 181. If it doesn't happen we can see a multi week consolidation starting. Don't force trades on this one today.For whom haven't open CBA can know more from below:🏦 Open a
TRADE PLAN for Thursday ✅
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TrendSpider
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2025-08-28

CRWD, SNOW, AEO, IGV& PLTR Enjoy Upward Momentum Here!

Hello everyone! Today i want to share some technical analysis with you!1. $Palantir Technologies Inc.(PLTR)$ is a lot of things.Cheap is not one of them. Image2.Tech-Software Sector ETF looking prime here. $iShares Expanded Tech-Software Sector ETF(IGV)$ 🖥️ Top Holdings: $Oracle(ORCL)$ : 10.40% $Palantir Technologies Inc.(PLTR)$ : 9.59% $Microsoft(MSFT)$ : 9.12% $Salesforce.com(CRM)$ : 7.32% $Intuit(INTU)$ : 6.48%Image3. $American Eagle Outfitters(AEO)$ F
CRWD, SNOW, AEO, IGV& PLTR Enjoy Upward Momentum Here!
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3.68K
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Tiger_comments
·
2025-08-28

Long-Term Investing: Look at ROE or PE?

Many investors have heard the idea that “long-term compounding ≈ ROE.” This concept was first put forward by Charlie Munger, known as the Munger Rule. In his 1981 shareholder letter, Warren Buffett also pointed out that if PE remains unchanged, a company with 14% ROE will generate a long-term investment compound return of 14% as well. He also endorsed the Munger Rule.Is compounding only about ROE? Or should we be paying more attention to PE? The answer is: both are correct, but from different angles. $Berkshire Hathaway(BRK.B)$ 1. ROE: The “Engine” of Internal CompoundingROE = Net Income ÷ Shareholders’ EquityA high ROE means the company can efficiently generate returns on equity, which gives it long-term compounding potential.This is why Buffet
Long-Term Investing: Look at ROE or PE?
TOPMHh: When picking stocks for the long run, it is important to look at both ROE and PE. ROE helps me identify good stocks that gives me confidence to hold for the long run while PE helps to find the right price to buy ie value hunting. Buying a great company at a high price eats into my potential profit and makes it hard to manage. FCF is not that important to me especially in low rate environment though having a safety amount is crucial for maintaining cash flow. ROIC tells me how the company manage and deploy their cash and potential performance. If I can only choose one metric, I would choose ROE as I want to know that the business remain sound and the returns will continue to compound which would benefit me as a shareholder. @Fenger1188 @DiAngel @Universe宇宙 @Wayneqq @HelenJanet @Kaixiang @LuckyPiggie @Success88 @SR050321 @SPOT_ON come join
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1.82K
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InvestingGuru69
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2025-08-27
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981
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Mr G Learns Investing
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2025-08-28
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1.34K
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Mkoh
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2025-08-27

Does Bitcoin and Ethereum have a place in your portfolio?

Bitcoin and Ethereum can have a place in a portfolio, but they should be considered high-risk, high-reward speculative assets. Think of them less as a traditional stock or bond and more as an alternative investment. Their inclusion in a portfolio depends entirely on an individual's financial goals, risk tolerance, and investment horizon.   High Volatility and Risk  Cryptocurrencies are known for extreme price swings. Unlike traditional assets, their value is not based on cash flow or business performance. Instead, it's largely driven by market sentiment, speculation, and perceived utility. This high volatility means you could see significant gains, but you also risk losing a substantial portion of your investment. Because of this, it's widely recommended to only invest what
Does Bitcoin and Ethereum have a place in your portfolio?
TOPElvisMarner: Such insightful thoughts! Love it! [Heart]
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1.94K
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Mickey082024
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2025-08-27

China’s Food Delivery War Heats Up: Meituan Stumbles, Alibaba on Deck

$MEITUAN-W(03690)$ China’s consumer internet space has long been defined by bruising competition, subsidy-driven battles, and shifting consumer preferences. But even in such a dynamic environment, the magnitude of Meituan’s latest earnings collapse stunned markets. A 90% plunge in adjusted net profit, far below consensus expectations, reignited investor debate about whether food delivery is destined to remain a low-margin, cash-burning battlefield. The disappointment also comes just as Alibaba prepares to release its latest quarterly earnings, with many questioning whether the delivery war will spill into its broader e-commerce operations. Meanwhile, Pinduoduo’s (PDD) signals of strategic moderation raise fresh questions about competitive balance
China’s Food Delivery War Heats Up: Meituan Stumbles, Alibaba on Deck
TOPfluffik: It's a tough battleground, but Alibaba's upcoming results could be a turning point.
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1PC
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2025-08-27
I prefer ETF (less hassle [Happy])My pick: Lion-Phillip S-REIT ETF (CLR.SI) 🦁Momentum is strong, but valuations are stretched. I’d watch for a pullback—especially if yields compress further. Use MA5 or MA12 as short-term trend guides. If price holds above MA5 with volume, chasing may still be viable. Otherwise, wait for RSI to cool off before reloading.  @koolgal @JC888 @Barcode @Shyon 

CapLand 52-W Highs: Are SREIT ETFs Smart Play?

@Tiger_SG
Singapore’s REIT market has been shining in 2025. $CapLand IntCom T(C38U.SI)$ recently hit a fresh 52-week high, with YTD gains of 23%. Not only that, several other S-REITs have also set new highs this year.Click to learn more: S-REITs 52-Week Highs! Dividend Kings or Value Traps?Looking at the indices, over the past year the iEdge S-REIT Index rose 10.5%, while the global benchmark FTSE EPRA Nareit Index returned 12.5%, highlighting the overall resilience and appeal of the REIT sector.For investors, the challenge with picking individual REITs is:Different property types (retail, office, logistics, data centers) show wide performance divergence;Rental cycles and interest rat
CapLand 52-W Highs: Are SREIT ETFs Smart Play?
I prefer ETF (less hassle [Happy])My pick: Lion-Phillip S-REIT ETF (CLR.SI) 🦁Momentum is strong, but valuations are stretched. I’d watch for a pull...
TOPkoolgal: Brilliant idea. $LION-PHILLIP S-REIT(CLR.SI)$ is an excellent pick. 🥰🥰🥰
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Elliottwave_Forecast
·
2025-08-27

OIL (CL_F) Elliott Wave : Calling the Decline From the Equal Legs Area

Hello traders. In this technical article we’re going to look at the Elliott Wave charts of  Oil commodity (CL_F) published in members area of the website. OIL  has recently given us a 3 waves recovery  that found sellers precisely at the equal legs area  as we expected. In this discussion, we’ll break down the Elliott Wave pattern and forecast. OIL Elliott Wave 1  Hour  Chart 08.25.2025 OIL is giving us correction against the 70.58 peak. We expect to see another leg up toward  64.68-66.01 area to complete a 3 waves  (a)(b)(c) pattern. Our members know that we identify potential reversal zones using the Equal Legs technique.  As long as the price stays within this region, we expect sellers to take control and push it down toward new low
OIL (CL_F) Elliott Wave : Calling the Decline From the Equal Legs Area
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