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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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2.08K
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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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1.20K
General
Dan94
·
2025-08-30
1
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1.09K
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
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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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1.04K
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ynwaben
·
2025-08-30
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568
General
LawrenceSG
·
2025-08-30
$Grab Holdings(GRAB)$ made it! Closed all the sell call this Friday n shifted it a month. Prolong the stock again. Above 5,they are not mine. Wonder if I get assign 400 below $5. Huat again.
$Grab Holdings(GRAB)$ made it! Closed all the sell call this Friday n shifted it a month. Prolong the stock again. Above 5,they are not mine. Wonde...
TOPJackQuant: Grab’s been resilient 🔥 rolling those calls out looks savvy, how do you set your strike levels?
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1.81K
General
Ponkrumo
·
2025-08-28
$CNC 20250919 26.5 PUT$ Loading up on healthcare by selling these puts to hopefully buy cnc at cheaper prices. Rotating out of big tech to healthcare 
CNC PUT
08-28 22:43
US20250919 26.5
SidePrice | FilledRealized P&L
Sell
Open
0.45
4Lot(s)
--
Closed
Centene
$CNC 20250919 26.5 PUT$ Loading up on healthcare by selling these puts to hopefully buy cnc at cheaper prices. Rotating out of big tech to healthcare
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666
General
DKim
·
2025-08-29
$JDC.HK 20251030 117.50 PUT$ Open a cash secured put. The counter took a hit lately. See if the longer expiration period can take the ride. 
JDC.HK PUT
08-29 15:14
HK20251030 117.50
SidePriceRealized P&L
Sell
Open
6.10--
Closed
JDC 251030 117.50 PUT
$JDC.HK 20251030 117.50 PUT$ Open a cash secured put. The counter took a hit lately. See if the longer expiration period can take the ride.
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546
General
Mad Chen Hedge
·
2025-08-29
$ZIM Integrated Shipping Services Ltd.(ZIM)$ 我喜欢这家公司,他目前的前景不太明朗,但我仍然不建议在低位持有一些
ZIM
08-29 19:00
USZIM Integrated Shipping Services Ltd.
SidePrice | FilledRealized P&L
Buy
Open
13.88
100
--
Closed
ZIM Integrated Shipping Services Ltd.
$ZIM Integrated Shipping Services Ltd.(ZIM)$ 我喜欢这家公司,他目前的前景不太明朗,但我仍然不建议在低位持有一些
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