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REIT_TIREMENT
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2025-09-01

Daiwa House Logistics Trust's 1H FY25 Result Review

$Daiwa Hse Log Tr(DHLU.SI)$ Basic Profile & Key Statistics Key Indicators Performance Highlight Gross revenue and NPI rose year-on-year, driven by contributions from acquisitions in 2024 and 2025, including D Project Tan Duc 2 and DPL Gunma Fujioka. However, distributable income and DPU declined due to higher interest expenses and lower realized foreign exchange gains. Rental Reversion DHLT achieved a weighted average rent reversion of approximately 10% in 1H FY25, with positive reversion across all leases renewed or signed during the period. Acquisition In March 2025, DHLT completed the acquisition of DPL Gunma Fujioka in Greater Tokyo at a 23.4% discount to valuation. The property is occupied by a new blue-chip tenant and is expected to b
Daiwa House Logistics Trust's 1H FY25 Result Review
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jfsrevg
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2025-09-01

Latest 1-Month Relative Strength of Liquid 24

Latest 1-Month Relative Strength of Liquid 24 (Rank Sorted), Including their Long/Short Synthetic ETFs.Strongest: $Alphabet(GOOGL)$ $UnitedHealth(UNH)$ $Alibaba(BABA)$ 2. $AppLovin Corporation(APP)$ 3. $Riot Platforms(RIOT)$ 4. $Reddit(RDDT)$ $Apple(AAPL)$ $Tempus AI(TEM)$ 5. $Rigetti Computing(RGTI)$ 6. $Amazon.com(AMZN)$ 7. $Tesl
Latest 1-Month Relative Strength of Liquid 24
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1.47K
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jfsrevg
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2025-09-01
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4.58K
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Isleigh
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2025-08-31

⚠️ Nvidia: Concentration Risk or Buy-the-Dip?

Nvidia's latest earnings showed 39% of revenue tied to just 2 clients — a valid red flag for concentration risk. Markets hate single-point dependencies, which explains the post-earnings pullback. But history also shows: NVDA often dips after results, then rebounds on AI demand momentum. 🔎 Macro & Micro Factors Macro: September's Fed meeting and liquidity tone will drive tech multiples. A dovish Fed keeps growth names like NVDA supported. Micro: AI demand remains structurally strong, with hyperscalers still ramping capex. Customer concentration is a risk, but also reflects how entrenched NVDA is in AI buildouts. Street View: Despite the dip, 10+ institutions raised targets → new average ~$203, showing confidence in the medium term. 📊 Predictive Outlook Bearish Path: If risk-off persists
⚠️ Nvidia: Concentration Risk or Buy-the-Dip?
TOPAthena Spenser: Customer concentration is worrying. Let's see if it can really rebound from here.
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3.84K
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Shernice軒嬣 2000
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2025-08-30

Japan's SBI Group All In on Web3!

Last week, Japan's financial giant SBI Group made a series of significant announcements: first, it announced partnerships with Circle, Ripple, and Startale, followed by a collaboration with Chainlink to jointly promote stablecoins, RWA tokenization, and cross-border payment solutions. In just a few days, SBI transformed from the image of a "traditional financial institution" to one of Japan's most proactive Web 3 players.This is not just an ordinary business collaboration; it is more like a signal released by SBI to the market: it aims to seize the opportunity of the next round of financial infrastructure transformation, upgrading from a "financial service provider" to a "digital asset infrastructure provider." Against the backdrop of the imminent launch of yen stablecoins and the gradual
Japan's SBI Group All In on Web3!
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4.55K
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Shernice軒嬣 2000
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2025-08-30

BMNR Stock: Selling Storm Over, Time to Soar!

The BMNR selling pressure is Done or almost Over! As Per the 10-Q report, the PIPE closed July 9th, with 50% of shares unlocked July 28th and the final 50% on Aug 27th—100% UNLOCKED as of now! No more "Armageddon" fears for October!  BMNR’s treasury is STACKED: $9B+ in holdings (1.79M ETH + $775M cash), up from $8.8B last week. They’re adding $200M+ daily, with 30K ETH/day! New board member added Aug 28th—management’s executing! Post-unlock dips? Expected. Shares dropped ~30% after July 28th ($45 $31) but rebounded to $72 in a WEEK! Same pattern post-Aug 27th, now stabilizing at ~$45.  NAV’s $39.40, and with $775M cash, buybacks are ready if it dips below! Macro boost: 85% chance of a 25bps rate cut in Sept (FOMC in 19 days).  Money flooding markets = risk assets like ETH &a
BMNR Stock: Selling Storm Over, Time to Soar!
TOP1PC: Nice Sharing 😊 @JC888 @Barcode @koolgal @Shyon
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3.99K
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Barcode
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2025-08-30

📡🎙️🚀 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
📡🎙️🚀 Sirius XM: I’m Long With Buffett, Shorts Are Trapped 🚀🎙️📡
TOPKiwi Tigress: I’m locked in on this one because you nailed how Buffett’s stake flips the whole narrative. The way you broke down the short interest with 36% of the float and the clear breakout trigger at $24.50 makes it sound like a coiled spring. It’s crazy seeing you already green on the trade because it shows conviction and timing. What really hooks me is that comparison to SPOT and AAPL, it makes me feel like SIRI is that overlooked gem with all the ingredients for a squeeze.
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3.21K
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Shyon
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2025-08-29
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
If I had to curse one stock today, it’s definitely Affirm $Affirm Holdings, Inc.(AFRM)$ . The stock exploded after posting impressive earnings that...
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3.82K
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The Safe Investor
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2025-08-31

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
Nio Inc. (NIO) | Cost Discipline + Volume Growth = Path to $10 PT?
TOPVenus Reade: Onvo has had a record month, 4th 1/4 profitability reiterated. Er should see that massive gap in expenses closed up. Then guidance on top will mean the er will be. Alot better than the previous.
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koolgal
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2025-08-31

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
Why I Invest in IREN and Why This 198% Gain Is Just The Beginning
TOPMerle Ted: Average down from $35 to 5.25 with 60k shares. What a journey. I closely follow their new L90 and ES8 launching, as I can see, these two models are game changer. Will hold my stock for longer for $11k or $20k.
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2.49K
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Shernice軒嬣 2000
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2025-08-30

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
Latest twist in the A-share saga! Cambricon, China's AI chip darling
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Trend_Radar
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2025-08-31

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🎉
Daliy Charts - NVDA is headed to a $5 Trillion market cap
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2.56K
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Callum_Thomas
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2025-08-31

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🎉
Both Bulls and Bears Can Get Excited About a Bubble
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pretiming
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2025-08-31

IONQ remains firmly in a Bullish environment

$IONQ Inc.(IONQ)$ $DEFIANCE DAILY TARGET 2X LONG IONQ ETF(IONX)$ 📈 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
IONQ remains firmly in a Bullish environment
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Tiger_Earnings
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2025-08-31

[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
[Stock Prediction] Can Broadcom Keep Riding the AI Wave?
TOPSPACE ROCKET: Broadcom is well-positioned to continue riding the AI wave, driven by its strong performance in the AI chip market. Here are some key factors contributing to its success. AI Revenue Growth Broadcom's AI revenue surged 220% to $12.2 billion in fiscal year 2024, demonstrating its robust strategy in capturing the AI chip market. Custom Silicon Solutions The company's focus on custom silicon solutions, particularly application-specific integrated circuits (ASICs), has garnered partnerships with high-profile clients like OpenAI and Apple. Strategic Partnerships Broadcom's partnerships with major tech companies have secured a strong position in several high-stakes AI projects, driving innovation and co-development. Market Valuation With a market capitalization exceeding $1 trillion, Broadcom reflects strong investor confidence in its AI-driven future growth.
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SmartReversals
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2025-08-31

September is Coming

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
September is Coming
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jfsrevg
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2025-08-31

29 standout growth stock in last 3 months

This week net positive institutional transaction in last 3 months are found in this 29 standout growth stock. There is quite a number of high value setup ready for next week, imo. $Affirm Holdings, Inc.(AFRM)$ $Astera Labs, Inc.(ALAB)$ $AST SpaceMobile, Inc.(ASTS)$ $BitMine Immersion Technologies Inc.(BMNR)$ $Dutch Bros Inc.(BROS)$ $Cameco(CCJ)$ $CleanSpark, Inc.(CLSK)$ $crescent energy company(CRGY)$ $Six Flags Ent
29 standout growth stock in last 3 months
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SmartReversals
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2025-08-31

NVDA has breached its short-term uptrend

$NVIDIA(NVDA)$ 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
NVDA has breached its short-term uptrend
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Long_Equity
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2025-08-31

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)
The top contributors to performance were Mastercard and MSCI in August
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The Safe Investor
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2025-08-30

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
Option Movers | Strong Interest in PLTR $160 Calls; Alibaba Set for a 6% Post-Earnings Swing
TOPSiliconTracker: My bet's on Palantir mooning first, Alibaba's cloud might just surprise
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