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xc__
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2025-09-01

BABA’s Surge vs. Meituan’s Underdog Grit: Which Stock Wins Your Bet?

$Alibaba(BABA)$ $MEITUAN(MPNGF)$ The market is buzzing as September 2025 unfolds, with Alibaba (BABA) soaring 12% to $142.30 after a stellar earnings report, while Meituan-W (03690) slumped to HK$92.90 following a profit warning and an 89% net profit drop. Wednesday’s earnings from Meituan revealed intense competition eroding margins, yet CEO Wang Xing’s bold claim—“In a big competition, being the underdog is the most exciting position to be in”—ignites debate. With BABA riding a major trend and Meituan eyeing a comeback, investors face a pivotal choice. Should you chase BABA’s momentum or bet on Meituan’s resilience? This deep dive explores the stakes, risks, and rewards, backed by data and market shift
BABA’s Surge vs. Meituan’s Underdog Grit: Which Stock Wins Your Bet?
TOPSiliconTracker: Meituan's HK$92 support looks tasty for swing trade
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The Investing Iguana
·
2025-09-01

Singapore Daily Market Update (01 Sep 2025) | 🦖 #TheInvestingIguana EP1060

🟩 📈 **SGX Market Insights: Top Moves You Can’t Ignore Today!** Looking for clear, actionable updates on the SGX without wading through endless news? Join Iggy, the Investing Iguana, as we *dive into* today’s top movers and market trends, *shedding light on* key developments impacting your portfolio. This episode is *packed with insights* tailored for Singaporean investors, breaking down the numbers and strategies behind today’s market action. 🌿 **Spotlight on Capital Ascendas REIT** Discover how their $300M green perpetual securities redemption signals financial discipline and what it means for long-term yield seekers. 🏨 **The GuocoLand Property Play** We’re analyzing their $46M Johor Bahru asset sale and its impact on their balance sheet. Is this a strategic reshuffle or a cautious move a
Singapore Daily Market Update (01 Sep 2025) | 🦖 #TheInvestingIguana EP1060
TOPMegan Barnard: CapitaLand Ascendas’ $300M redemption—will yields rise for investors?
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Mickey082024
·
2025-09-01

Affirm’s Strong Quarter Sparks Investor Optimism as Shares Rally 11%

$Affirm Holdings, Inc.(AFRM)$ The buy now, pay later (BNPL) sector has long been a polarizing space in financial technology. Critics point to consumer debt risk and regulatory uncertainty, while supporters highlight BNPL’s ability to democratize credit access and drive retail sales. In the midst of this debate, Affirm Holdings (NASDAQ: AFRM) has delivered a set of quarterly results that defied expectations, pushing its stock up nearly 11% in a single session and bringing year-to-date gains in 2025 to approximately 42%. For long-term investors who recognized Affirm’s potential early in the year, this performance has been a welcome validation. For prospective investors, the question now becomes whether Affirm’s latest rally has priced in too much op
Affirm’s Strong Quarter Sparks Investor Optimism as Shares Rally 11%
TOPMortimer Arthur: its too high, price is way to high vs klarna tomorrow ipo at 37 big difference! and klarna has walmart!!!
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Mickey082024
·
2025-09-01

From Cash Burn to Chip Power: Is Alibaba a Buy-and-Hold to $150?

$Alibaba(BABA)$ Alibaba Group (NYSE: BABA) has long been regarded as one of China’s most important technology conglomerates, but over the last several years, the company’s reputation with investors has been tested. From Beijing’s regulatory crackdowns to intensifying domestic competition and U.S. geopolitical restrictions, Alibaba has faced challenges that reshaped how global markets view the stock. Now, in 2025, the company is trying to write its next chapter. The latest earnings report contained one particularly notable development: Alibaba unveiled a new artificial intelligence chip designed to help fill the vacuum left by U.S. export restrictions on Nvidia’s high-end GPUs. The announcement triggered immediate investor enthusiasm, sending the s
From Cash Burn to Chip Power: Is Alibaba a Buy-and-Hold to $150?
TOPEnid Bertha: Love that we're holding Friday's gains. Higher highs and new 52 week high feeling inevitable. Long and strong.
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1.28K
General
Shyon
·
2025-09-01
I’m starting this week focused on Alibaba $Alibaba(BABA)$ $Alibaba(09988)$ after its better-than-expected earnings drove a strong surge. The company’s push to revitalize Taobao and expand instant retail shows it can still generate growth despite headwinds. After years of underperformance, this move feels like a potential turning point and a sign of renewed investor confidence. Still, I’m cautious about chasing the rally. The beat gives Alibaba momentum, but China’s market remains volatile with regulatory and macro risks. I’ll be watching if the stock can hold above resistance and turn it into support, rather than seeing short-term profit-taking. Overall, my mood is neutral-to-optimistic. I see Alibab
I’m starting this week focused on Alibaba $Alibaba(BABA)$ $Alibaba(09988)$ after its better-than-expected earnings drove a strong surge. The compan...
TOPEVBullMusketeer: Breaking resistance levels with this momentum looks solid, but keeping cash for dips is smart play
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914
General
Feijoa8025
·
2025-08-30
TOPJackQuant: I love Alibaba!
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Optionspuppy
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2025-09-01

🐾 Options Puppy Plays with JEPI: A Covered Call Snack

As an investor, I position myself as a disciplined learner in the markets, focusing on covered calls and cash-secured puts under the framework of my “Options Puppy” journey. With a background in accounting studies, I have developed a strong foundation in financial analysis, capital allocation, and risk management. My core strategy is built on financial freedom through stable income streams, beginning with the reliability of Singapore government bonds, while enhancing returns through options premium generation and Tiger Vault strategies. This dual approach balances long-term security with short-term cash flow, enabling me to service housing loans and meet daily living expenses without financial strain. Ultimately, I believe in applying freedom rules: disciplined capital management, prudent
🐾 Options Puppy Plays with JEPI: A Covered Call Snack
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JC888
·
2025-09-01

NVDA Drags US Market Lower in September?

Not Expected. The results were in, $NVIDIA(NVDA)$ dutifully released their Q2 2026 earnings after US market closed on Wed, 27 Aug 2025. Despite hitting the marks on both top and bottom line, its stock fell in post market trading (more about that later). Q2 Earnings. Earnings compared with estimates from analysts polled by LSEG: Earnings per share:  $1.05 adjusted vs $1.01 estimated vs vs Q2 2024’s $0.68; that’s a +54.41% YoY gain. Revenue: $46.74 billion vs $46.06 billion estimated vs Q2 2024’s $30 billion; that’s a +55.8% YoY growth. Net income: came in at $26.42 billion vs Q2 2025’s $16.6 billion, that’s a +59% YoY gain.  Gross margin (include H20 related charges): was 72.7% vs Q2 2025’s 75.7%, that’s a -3.0% YoY decline. Overall perfo
NVDA Drags US Market Lower in September?
TOPSummerNight: Hmm, interesting thoughts
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MaverickWealthBuilder
·
2025-09-01

Dell Ups AI Target to $20B: Betting Big on GPUs

$Dell Technologies Inc.(DELL)$ delivered record revenue for its second fiscal quarter of 2026 (ending July 2025), with total revenue reaching $29.8 billion—a 19% year-over-year increase that exceeded market expectations. However, underlying concerns lurk behind the impressive figures: gross margin declined to 18.3% (down 2.9 percentage points year-over-year), traditional business growth remained sluggish, and explosive AI server deliveries squeezed profit margins. Despite exceeding expectations in AI order fulfillment, market skepticism persists regarding the company's sustained growth momentum and profitability quality.Performance: AI servers drive revenue growth, but structural challenges become more apparent.1. Explosive growth in AI infrastruc
Dell Ups AI Target to $20B: Betting Big on GPUs
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4.67K
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koolgal
·
2025-08-30
$SPDR Portfolio S&P 500 ETF(SPLG)$ is  the kind of ETF that doesn't shout - it compounds.  SPLG invests in 500 of the largest companies in the US tracking the S&P500 Index.  It is the bellwether of the US economy.  With an expense ratio of just 0.02%, SPLG is one of the most cost efficient ways to own the best US companies in just 1 single trade. Maximum power at minimum cost!  @Tiger_comments  @TigerStars  @Tiger_SG  @CaptainTiger  
$SPDR Portfolio S&P 500 ETF(SPLG)$ is the kind of ETF that doesn't shout - it compounds. SPLG invests in 500 of the largest companies in the US tra...
TOPJackQuant: Thanks for sharing!
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1.74K
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MaverickWealthBuilder
·
2025-09-01

What Assets Are Favored In 2025? Dollar Index -9.8% While China Equity +22%

Asset Performance: Gold Leads the Way, China Rides the Tailwind, Dollar Under PressureOver the past year, asset classes have shown significant divergence in performance. Gold $SPDR Gold Shares(GLD)$ led the pack with a 30.5% annual return, reflecting robust safe-haven demand; European equities $iShares Europe ETF(IEV)$ (24.5%) and Chinese equities (21.9%) $iShares China Large-Cap ETF(FXI)$ followed closely, while Bitcoin (19.5%) exhibited greater volatility.In contrast, the U.S. Dollar Index $USD Index(USDindex.FOREX)$ fell 9.8%, while crude oil prices declined 10.3%, highlighting pressures in commodity and curren
What Assets Are Favored In 2025? Dollar Index -9.8% While China Equity +22%
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1.16K
General
Dan94
·
2025-08-30
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1.08K
General
Ah_Meng
·
2025-08-30
$CRITICAL METALS CORPORATION(CRML)$ although uptrend is still intact, short term wise, it is consolidating, as far as the trend goes. However, momentum for rare earth minerals is not going away anytime soon.  As the clock ⏰ ticks into September, the traditionally weak month for stock market performance, it will be interesting to see how this mining company performs. That's part of the reason for my selling covered calls on it that would expire on 19th of the month. I don't expect my principal to be called away. The price briefly hits the strike price of $7.50 but it didn't hold. Not that I expect from what I see in the chart. At least I get to keep premium! [Tongue]  [Silence]  [Chuckle]   My suggestion for it is to sit ti
$CRITICAL METALS CORPORATION(CRML)$ although uptrend is still intact, short term wise, it is consolidating, as far as the trend goes. However, mome...
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1.28K
General
ynwaben
·
2025-08-30
$NVIDIA(NVDA)$ trying to buy the small dip. But failed last night! Whats price target should i set?
$NVIDIA(NVDA)$ trying to buy the small dip. But failed last night! Whats price target should i set?
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