📡🎙️🚀 Sirius XM: I’m Long With Buffett, Shorts Are Trapped 🚀🎙️📡
$Sirius XM(SIRI)$$Spotify Technology S.A.(SPOT)$$Apple(AAPL)$ 🎧 Why I entered I’ve opened a position in $SIRI at $23.60, now already green at $23.66 (+0.26%). I stepped in because the setup is too asymmetric to ignore. Sirius is breaking out of a 7-month triangle, closing above its 50WMA for the first time in over 2 years (see weekly chart), and short interest is stacked at 36% of float. That’s the kind of coiled spring Buffett loves. 📊 Buffett is buying hand over fist Warren Buffett’s Berkshire Hathaway just added 5M shares, now holding ~35% of Sirius. He’s not chasing Spotify’s growth hype or Netflix’s momentum; he’s buying a monopoly at 8.2× forward earnings
If I had to curse one stock today, it’s definitely Affirm $Affirm Holdings, Inc.(AFRM)$ . The stock exploded after posting impressive earnings that surprised the market. Many doubted BNPL could thrive in a high-rate environment, but Affirm proved otherwise with strong revenue growth and upbeat guidance. It became the clear market standout today. What really stood out to me was Affirm’s push toward efficiency. For a long time, the market punished unprofitable growth, but AFRM showed real progress on the path to sustainable profitability. That shift makes investors view it less as a speculative fintech and more as a serious player in consumer credit. Still, the s
Nio Inc. (NIO) | Cost Discipline + Volume Growth = Path to $10 PT?
$NIO Inc.(NIO)$ will release Q2 2025 unaudited financial results on Sept 2, before U.S. market open. This update is crucial as Nio expands both its vehicle lineup and battery-swapping network. Revenue forecast: RMB 19.74B EPS estimate: –$0.31 (same as last year) 📊 Recap: Q1 2025 Deliveries: 42,094 (+40.1% YoY; –42.1% QoQ due to seasonality) Revenue: RMB 12.03B (+21.5% YoY) Vehicle margin: 10.2% (vs. 9.2% last year) Gross margin: 7.6% (vs. 4.9% last year) Net loss: RMB 6.75B (+30.2% YoY), due to higher R&D + SG&A Takeaway: Nio is still loss-making but improving efficiency. 🔑 Lessons from Management Guidance Volume = Profitability Driver Q2 delivery guidance: 72K–75K vehicles Goal: 50K monthly deliveries by Q4 2025 Strategy: scale aggressively with new multi-brand approach (Nio, Onvo
Why I Invest in IREN and Why This 198% Gain Is Just The Beginning
🌟🌟🌟I did not buy IREN $IREN Ltd(IREN)$ for hype. I bought it for vision. For the quiet strength of a company that dared to pivot from Bitcoin mining to AI infrastructure - before the market caught on. Today I am up 198%. But this isn't just a win. It is a vindication of conviction. What IREN Does and Why It Resonates Founded in 2018 by Daniel and Will Roberts in Sydney, IREN began with a radical idea: build sustainable data centers powered by 100% renewable energy. It started with Bitcoin mining by using hydroelectric power in British Colombia, Canada and evolved into a vertically integrated infrastructure company. Today IREN is a dual engine powerhouse: one
Latest twist in the A-share saga! Cambricon, China's AI chip darling
$Cambricon Technologies Corporation Limited(688256)$ Latest twist in the A-share saga! Cambricon, China's AI chip darling and Nvidia wannabe, peaked at 1,535 yuan on Thursday but tumbled another 6% on Friday (Aug 29), closing at 1,492.49 yuan after a regulatory filing flagged investor risks. That's a sharp reversal from Wednesday's 16% pop, with the market cap dipping to around 664 billion yuan amid the volatility. What’s Cambricon? It’s a flagship Sci-Tech Innovation Board outfit, churning out AI chips and positioned as the homegrown Nvidia challenger! The ride's been epic over two years! It more than doubled last month, eclipsing Maotai's cap to snag the A-share throne! But post-filing, it's cooling off quick—textbook
Daliy Charts - NVDA is headed to a $5 Trillion market cap
1.Nvidia $NVIDIA(NVDA)$ is headed to a $5 Trillion market cap says Wedbush Analyst Dan IvesImage2.Nvidia is now worth more than Canada 😂😂Image3.S&P 500 $S&P 500(.SPX)$ posted a 12% gain from Memorial Day through Labor Day, its 3rd best summer in 40 years 📈🥳🫂Image4.U.S. Yield Curve (30-year minus 2-year) is steepening to its widest level since 2021 🚨🚨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🎉
Both Bulls and Bears Can Get Excited About a Bubble
Bubble vs Not Bubble is almost actually a stupid thing to debate --because even if you agree that it is a bubble the thing is that both bulls AND bears will be excited by that... bulls will be excited because nothing stops the train, bears will be excited because the bubble will burst, and meanwhile us pragmatists will just keep on being pragmatic and focusing on balancing: staying on the trend vs working on portfolio strategy to manage risk For 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🎉
$IONQ Inc.(IONQ)$$DEFIANCE DAILY TARGET 2X LONG IONQ ETF(IONX)$ 📈 Long-Term Investment Strategy & AnalysisCurrent Zone: BullishPosition: Buy and HoldFor long-term investors, the Bullish environment offers favorable conditions:Uptrend: Characterized by sustained upward flows with limited downside risk.Correction Trend: Represents healthy pauses within a broader rally, providing entry opportunities.With strong buying pressure maintained, IONQ presents low risk of decline and high expected returns if the Bullish phase continues. Investors should remain committed to a Buy and Hold strategy, focusing on compounding gains over time rather than timing every fluctuation.The long-term trigger to exit would oc
[Stock Prediction] Can Broadcom Keep Riding the AI Wave?
$Broadcom(AVGO)$ will report Q3 FY2025 earnings after market close on September 4 (ET). According to Bloomberg consensus, revenue is expected to hit $15.83B (+21.07% YoY), with adjusted EPS at $1.67 (+34% YoY).This marks the 10th consecutive quarter of AI revenue growth. But can Broadcom keep the momentum going — or are growth concerns on the horizon?🔍 Key Focus AreasAI Custom Chips (XPU): Growth Powerhouse:Google's TPU v6p orders are ramping, driving strong XPU sales. Broadcom expects FY2025 AI revenue to grow ~60% YoY. Investors will watch closely for trends in pricing and shipment scale.Networking Surge: Ethernet and Switches:New chips like Tomahawk 6 (102.4Tbps) and 1.6T optical modules are already shipping, supporting next-gen datacenter upgr
The multi-month rally is showing signs of shifting gears. Tech's losing some steam while other sectors pick up slack. Q4 will come down to whether corporate earnings can justify current prices, especially as the AI trade faces its first real test.The market's not broken, but it's getting more selective about what deserves premium valuations.Three things kept pushing the stock market higher:Earnings delivered: 81% of S&P 500 $S&P 500(.SPX)$ companies beat Q2 expectations. That's the kind of fundamental strength that actually matters.Fed's turning dovish: Powell's recent comments plus cooling inflation data have markets betting on a September rate cut. The PCE index—the Fed's favorite inflation gauge—came in right where expected, showing inf
$NVIDIA(NVDA)$ has breached its short-term uptrend by closing below the 20 DMA and is now heading to the 50DMA. The conviction red candle, and the curling oscillator suggests a test of this major moving average for next week. The main risk below the 50DMA is the highlighted volume gap, which could lead to rapid price declines. For any potential bounce to be validated, the price must reclaim the $177 level. More details in the S/R levels👇. $Invesco QQQ(QQQ)$$NASDAQ 100(NDX)$$VanEck Semiconductor ETF(SMH)$ 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
The top contributors to performance were Mastercard and MSCI in August
August 2025 FactsheetBought: $Arista Networks(ANET)$ Sold: ATOSS SoftwareThe portfolio is optimised for return on capital, growth rate and pricing power.Cash Return on Capital = 37%5yr FCF/share CAGR = 27%Only 3 of the 13 positions have been held for <12 months. The aim is to reduce the number of holdings to 12 in the next 3-6 months.We exited our position in ATOSS Software and began a new position in Arista Networks. The top contributors to performance were $MasterCard(MA)$ and $MSCI Inc(MSCI)$ .The top detractors from performance were $Fortinet(FTNT)$ and $Applied Materials(AMAT)
Option Movers | Strong Interest in PLTR $160 Calls; Alibaba Set for a 6% Post-Earnings Swing
The S&P 500 closed at another record high on Wednesday (Aug 27), just ahead of Nvidia’s much-anticipated earnings release—seen as the key test for the AI-driven rally that has pushed valuations to lofty levels. 📊 Options Market Overview Total contracts traded: 41.4M Call ratio: 62% Top 10 Option Volumes (Aug 27): $NVDA$, $TSLA$, $PLTR$, $NIO$, $AAPL$, $HOOD$, $AMD$, $INTC$, $MSTR$, $SOFI$ 🔥 Spotlight: Palantir ($PLTR$) Total option volume: 761.7K Heavy action at the $160 strike call expiring Aug 30 → 29,855 OI CNBC’s Jim Cramer once again highlighted his bullish view on Palantir, linking its upside potential to momentum in $MongoDB (MDB)$. On X, Cramer argued that MongoDB’s strong earnings could spill over into Palantir, making it the “next big AI/data winner.” “You know they are going
Bitcoin has pulled back to $108,579. Recently, hype around crypto-related stocks has cooled, but many still believe the bull market isn’t over under Trump’s term. That said, performance among crypto stocks has started to diverge sharply. Crypto is becoming more “Wall Street-like,” with tokens, miners, and exchanges increasingly tied to U.S. equities. If you want exposure, here are the 4 main types of crypto-related stocks to watch:1. Stablecoin PlaysThink of them as the bridge between traditional finance and crypto. $Circle Internet Corp.(CRCL)$ , Tether, and Paxos are the big names. Risks are relatively low, but growth ceiling is limited. Perfect for institutions looking for steady exposure.2. Exchanges $Coi
Hello everyone! Today i want to share some option strategies with you!1.Wrote cash-secured puts on $Opendoor Technologies Inc(OPEN)$ in two accounts. Sep 19 expiry, $2 strike.The fundamental narrative has positively changed on this company with J-Pow's change of stance on interest rates.Depending on how price action plays out (if OPEN is finding a base around 4), might roll up strike to 2.5 or 3 to capture additional premium.Image2.Writing naked calls on $BitMine Immersion Technologies Inc.(BMNR)$ seems like the play for today. Sep 5 expiry, strike in the 50s.Will do what we can to help entice the tutes to chase our strike for those holding a long BMNR position.For whom haven't open CBA can know more from
1.Reflecting on this 390% three-year run in the Growth Portfolio -- with $ARK Innovation ETF(ARKK)$ +143%, $Invesco QQQ(QQQ)$ +120%, and $SPY +69% over the same span -- what stands out even more to me is the community we’ve built along the way.It’s rare to find thousands of people aligned around long-term wealth in a non-toxic space & comments like the one this morning from a subs mean more than the gains themselves.I’m so proud of what this community has become 🙃Image2.I know there will always be comments along the lines of “it’s just been easy money these past couple years, you haven’t experienced real cycles.” Fine. But the truth is I saw early on that we were entering not just a cycle but multiple
Hello everyone! Today i want to share some trading ideas with you!1.Family-owned businesses perform better because they tend to have:•Higher margins•Higher cash earnings•Grows at a faster rate•Conservative, low-risk, balance sheetsWhat are the best family-owned businesses out there?2.Diversification is essential, but don't dilute your portfolio with mediocrity. Focus on acquiring quality companies with solid fundamentals at fair valuations, and watch your portfolio grow.3.The tenets of Warren Buffett: $Berkshire Hathaway(BRK.A)$ 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 her
Hello everyone! Today i want to share some trading strategies with you!1.And that wraps up August. Overall it was a more difficult month to trade. for SPX there was lots of alternating red and green days. Even with $S&P 500(.SPX)$ at all time highs, the market seems a bit exhausted. In August 2020 we printed a new all time high then $S&P 500(.SPX)$ dropped 10% in September. This price action and chart in 2025 looks very similar. Let's see what opportunities present themselves in September. Have a great weekend everyone. I will post my plan and charts on Monday, HAGW!! 🫡2.Most traders fail because they never learn how to manage risk.“Size for Zero” is the simplest way to change that..If you want to
BABA, GLD, XOM, BRK.A& UNH Welcome Great Potential HERE!
Hello everyone! Today i want to share some technical analysis with you!1. $UnitedHealth(UNH)$ First bullish monthly close since ATHs for UNH. Swept out the lows, closed back above. 🧹Image2. $Berkshire Hathaway(BRK.A)$ It was, in fact, a no-brainer. 🧠Image3. $Exxon Mobil(XOM)$ GAS IT. ⛽️Image4. $SPDR Gold Shares(GLD)$ Is it just me or does Gold look ready to go silly on the weekly chart? 🥇Image5. $Alibaba(BABA)$ The bigger the BABA base... 🌙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 com