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1.88K
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2025-09-02

🚀🛰️🔥 Rocket Lab Ignites: Breakout Momentum, Short Squeeze Fuel & Neutron Tailwinds 🔥🛰️🚀

$Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ $Tesla Motors(TSLA)$  🎯 Executive Summary I’m convinced Rocket Lab ($RKLB) is setting up for a structural rerating. The stock has reclaimed its moving averages, mini-flagged off the 9EMA, and produced multiple lower wicks confirming strong dip-buying. Yesterday’s red-to-green move was the confirmation signal that momentum traders needed. I’m currently up 7.06% unrealised gains as $RKLB pushes higher from the breakout retest. The asymmetric catalyst remains the Neutron rocket, with Launch Complex-3 now completed in Virginia, providing the infrastructure for reusable medium-lift dominance. Add in risin
🚀🛰️🔥 Rocket Lab Ignites: Breakout Momentum, Short Squeeze Fuel & Neutron Tailwinds 🔥🛰️🚀
TOPCool Cat Winston: I like how you tied the Fed’s Taylor Rule into the RKLB setup because it shows why capital heavy names benefit when rates ease. Reminds me of how $PLTR rerated once investors saw its backlog was resilient in a tightening cycle.
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Michane
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2025-09-02
My most ashamed stock of all: $JPX Global, Inc.(JPEX)$ The pain of holding it FOuR years and on till it's GONE FOuRVER MORE.. I couldn't carry on & DECEIVE myself ANYMORE Presenting to you ALL So you shall NEVER follow the same mistake AS I DID AS one of the BIGGEST BAGHOLDER of ALL [Smug]
My most ashamed stock of all: $JPX Global, Inc.(JPEX)$ The pain of holding it FOuR years and on till it's GONE FOuRVER MORE.. I couldn't carry on &...
TOPMortimer Arthur: Due to the impending trial we could be watching one of the greatest accumulation opportunities of our lifetime with JPX Global. Currently extremely suppressed; a parabolic breakout is a distinct possibility.
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2.91K
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2025-09-02

🚨 Global Shockwaves: Tariffs Ruled Illegal, China’s AI Surge, SPX 6,500+ — My Full Trading Playbook This Week 🚀📊🔥

$Broadcom(AVGO)$ $S&P 500(.SPX)$ $Alibaba(BABA)$ I’m not treating this as a routine week. What’s lining up between earnings, Fed reports, global trade rulings, and record highs is the type of setup that creates outsized opportunity if you’re prepared; and landmines if you’re not. 🌍 Macro Backdrop: A Market Balancing on Policy Shocks The $SPX has closed above 6,500 for the first time in history. Yet beneath the surface, risk is building. A US federal appeals court ruled most of Trump’s tariffs illegal, striking at the heart of his global trade policy. The ruling is paused until 14Oct, giving the White House time to appeal to the Supreme Court. That means tarif
🚨 Global Shockwaves: Tariffs Ruled Illegal, China’s AI Surge, SPX 6,500+ — My Full Trading Playbook This Week 🚀📊🔥
TOPCool Cat Winston: I’m with you on $AVGO, the way it’s holding that $1,700 level while implied vol looks mispriced really stands out. Pairing that with $SPX clearing 6,500 makes me think we’re at a pivotal setup, and I like how you’ve framed it as asymmetric positioning rather than chasing.
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18.08K
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2025-09-02

🚨📊🌍 Palantir’s Sovereign AI Breakout: $200 Retest or $145 Flush? 🚨📊🌍

$Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ I’m convinced $PLTR is at one of the sharpest crossroads in its history. Insiders have dumped $1.04B against just $1.2M in buys, yet the company is securing multi-billion sovereign contracts that embed Foundry into the DNA of governments worldwide. The market is split; skew shows peak hedging, contracts show global dominance, and that clash is why this setup matters more than most stocks in the market right now. 📉 Options Skew & Insider Divergence The 1M skew percentile sits at 89%, a multi-month extreme that screams elevated put bias. Institutions are paying up to hedge downside while $PL
🚨📊🌍 Palantir’s Sovereign AI Breakout: $200 Retest or $145 Flush? 🚨📊🌍
TOPQueengirlypops: 🔐 I’m all in on how you framed this because Palantir isn’t trading like a normal stock anymore, it’s trading like sovereign AI infrastructure in motion. Insiders dumping $1.04B against barely a million in buys would normally scream exit, but the State Department ORION contract and Ecuador buildout flip the script completely. That skew at 89% shows hedgers bracing for pain, yet if Foundry keeps embedding at this pace the floor everyone’s afraid of might end up being the launchpad. $156 holding while $152 acts as the pressure test makes this setup electric, and if momentum reclaims $160 the dominoes line up toward $168, $188, and a shot at $200. This is where insider caution collides with sovereign adoption, and that clash is exactly what can drive the kind of re-rating that redefines how the market values leadership in AI.
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Lanceljx
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2025-09-02
Let us examine NIO’s setup ahead of earnings from three angles: fundamentals, sentiment, and technical levels. --- 1. Fundamentals Revenue expectations: Q2 consensus of RMB 19.96B (+14.4% YoY) suggests growth is returning, though still far below Tesla or BYD scale. Earnings pressure: An adjusted loss of RMB 2.17/share implies NIO remains unprofitable. The narrative has shifted: investors are no longer asking “can NIO survive?” but rather “when does it turn profitable?” New models as catalysts: NIO’s NT3.0 platform and models such as the ET9 flagship sedan and refreshed SUVs could sustain momentum. However, execution is key — EV buyers in China are increasingly price-sensitive, and competition from Xiaomi SU7, BYD, and Tesla cuts into margins. --- 2. Market Sentiment Sector tailwinds: Chine
Let us examine NIO’s setup ahead of earnings from three angles: fundamentals, sentiment, and technical levels. --- 1. Fundamentals Revenue expectat...
TOPAstrid Stephen: NIO's new models! Fingers crossed for a $10 break!
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Mrzorro
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2025-09-02
AI's Best ROI Is the Cloud: Reaccelerating Since OpenAI launched ChatGPT in late 2022, America's leading large-scale computing companies have been aggressively increasing their capital expenditures, with a primary focus on AI compute power. This trend continued and accelerated in Q2 2025. Amid a global surge in AI capital expenditures by tech giants, the market has been rife with skepticism, questioning whether AI is a bubble with massive investment yielding little return. Do the facts support this narrative? Recent earnings reports from the world's five largest cloud vendors suggest otherwise. All have achieved quarter-over-quarter growth, with Microsoft Azure, Google Cloud, Alibaba Cloud, and Oracle OCI posting double-digit gains and accelerating year-over-year growth. This has even spar
AI's Best ROI Is the Cloud: Reaccelerating Since OpenAI launched ChatGPT in late 2022, America's leading large-scale computing companies have been ...
TOPJuliaaa11: Impressive growth across the board! [Great]
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The Investing Iguana
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2025-09-02

High Yield, Hidden Risks? Decoding Global REITs for Singaporean Investors | 🦖 EP1063

🟩 🌍 Ready to unlock the truth about global REITs? Join Iggy, the investing iguana, as we dive into high yields and hidden risks! Whether you're an SGX investor tempted by 8% returns or cautious about taxes and currency swings, this video is packed with insights tailored for Singapore income seekers. From booming Indian IT parks to European property portfolios and top-tier US data centers, we’re shedding light on the real story behind those glossy numbers. 📊 Discover which global REITs on SGX are worth your attention, how to decode distribution per unit (DPU) trends, and why after-tax returns matter more than the headline yield. Learn how debt costs, refinancing terms, and currency moves shape what truly lands in your pocket. Iggy’s action-packed checklist has all the frameworks and lessons
High Yield, Hidden Risks? Decoding Global REITs for Singaporean Investors | 🦖 EP1063
TOPMaurice Bertie: Global REITs! 8% yields? Need Iggy’s tips ASAP!
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Mickey082024
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2025-09-02

Three Quality Stocks Near Their 52-Week Lows: Opportunities or Value Traps?

$Union Pacific(UNP)$ $United Parcel Service Inc(UPS)$ $Intuitive Surgical(ISRG)$ Every investor loves finding high-quality companies trading near their 52-week lows. It’s a strategy that, if done correctly, can uncover bargains that the broader market has temporarily mispriced. But as every experienced investor knows, not every stock near its low is a buy. Sometimes, they’re value traps—companies that look statistically cheap but are stuck in structural decline. Each Saturday, I run a screen across U.S. equities to find stocks trading within 10% of their 52-week lows. From there, I filter out low-quality names and focus only on established companies with durable co
Three Quality Stocks Near Their 52-Week Lows: Opportunities or Value Traps?
TOPMortimer Arthur: UPS 19.81 million shares short. Up from last period. Some one must have inside info. That bad news is coming for UPS. Maybe a dividend cut? ☝️
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Mickey082024
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2025-09-02

Is Nvidia’s Post-Earnings Weakness a Buying Opportunity or a Warning Sign?

$NVIDIA(NVDA)$ Nvidia remains the poster child of the artificial intelligence boom, but its most recent earnings report revealed a structural weakness that has raised fresh questions among investors: revenue concentration risk. The disclosure that just two customers accounted for 39% of Nvidia’s revenue in the July quarter has sparked concerns that the company’s record-breaking growth is overly dependent on a handful of cloud computing giants. With Microsoft, Amazon, Google, and Oracle collectively dominating Nvidia’s sales, some investors are asking whether the chipmaker is too reliant on a small set of buyers, leaving it vulnerable if demand shifts or competition intensifies. At the same time, history shows that Nvidia’s stock has a habit of sli
Is Nvidia’s Post-Earnings Weakness a Buying Opportunity or a Warning Sign?
TOPMerle Ted: The potential for recovery is immense in my opinion for this stock as well as a sector unless it's essential that you sell you might want to consider that
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Option_Lab
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2025-09-02

Why Closing an Options Position Early Matters | #OptionsHandbook EP041

Once you’ve opened an options position, you really only face three possible outcomes: you can close the position early, hold it until expiration and exercise, or simply let it settle at expiration. Many beginners assume they need to hold their options until expiration. But in practice, experienced traders often close early. Why is that? 📒 Let’s see how The Options Handbook breaks it down in detail: ▶ Lock in profits or cut losses Options don't just move with the stock price. They're also affected by time decay and implied volatility. That means the option's value can change significantly even if the stock isn't moving much. ▶ Example Stock A trades at $100 You buy a Call option with a strike price
Why Closing an Options Position Early Matters | #OptionsHandbook EP041
TOPflixzy: Great insights on options trading! [Wow]
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2025-09-02
Meituan stock plunged 12% due to a sharp profit decline triggered by an ongoing price war in the food delivery sector while Alibaba surged 12% is driven by strong growth in its cloud computing and AI divisions The decision between betting on the underdog or following the major trend is a classic investment dilemma as the former carries higher risk but potential for big returns while the latter offers lower risk with more limited upside。。。 Tag :@Huat99  @Snowwhite  

Will You Follow Major Trend or Bet on an Underdog Comeback?

@Tiger_comments
This Wednesday, $MEITUAN-W(03690)$ released its latest earnings report. Profit pressure led to a sharp plunge in its stock price. Just one day later, $Alibaba(BABA)$ reported earnings — and the highlight was its “Taobao Flash Sale” instant retail service, which reached 80 million daily orders with peaks hitting 120 million orders.That 80M number caught the market’s attention — it was exactly Meituan’s average daily orders before the food delivery wars.Meituan stock plunged 12% on earnings day.Alibaba stock surged 12% the very next day.At the earnings call, Meituan CEO Wang Xing said:“In a big competition, being the underdog is the most exciting position to be in. That’s why this is so thrilling.”But the
Will You Follow Major Trend or Bet on an Underdog Comeback?
Meituan stock plunged 12% due to a sharp profit decline triggered by an ongoing price war in the food delivery sector while Alibaba surged 12% is d...
TOPEnid Bertha: Meituan hold 8% shares of Yushu robotic tech, that value must be 10folds increased.
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OptionsAura
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2025-09-02

Morgan Stanley predicts that the Fed is about to be "dovish". Is it time to go long on U.S. debt?

According to Morgan Stanley's forecast, the Fed could cut interest rates more than the market currently expects. Economists on the bank's interest rate strategy team came to the above view after updating their forecast scenario from now until the end of next year.Their current base forecast is that the Fed will cut interest rates by 25 basis points at its meeting this month and make similar cuts at every other meeting until December 2026.However, after assessing other possibilities for the U.S. economy, Morgan Stanley believes that the "balance point" of these possibilities should be more dovish.Regarding Federal Reserve Chairman Powell's previous speech at the "Global Central Mothers Annual Meeting", the market generally interprets that the Federal Reserve will adopt a looser stance in th
Morgan Stanley predicts that the Fed is about to be "dovish". Is it time to go long on U.S. debt?
TOPMortimer Arthur: Historically, major TLT bull runs often followed periods of very heavy short interest. The logic: once everyone is leaning bearish, the trade is crowded. Any catalyst (Fed cut, recession fears, crisis) forces covering, and TLT rallies hard.
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nerdbull1669
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2025-09-02

Crucial HPE Earnings To See If Growing Demand For AI Infrastructure Still Persist

$Hewlett Packard Enterprise(HPE)$ is scheduled to report its fiscal Q3 2025 earnings after the market closes on Wednesday, September 3, 2025. This report comes at a crucial time for the company, as it navigates a competitive market and aims to capitalize on the growing demand for AI infrastructure. Revenue: Approximately $8.85 billion to $8.88 billion, which would represent a significant year-over-year increase of around 14-15%. This anticipated growth is largely driven by a strong order backlog and demand for AI servers. Earnings Per Share (EPS): The consensus for adjusted EPS is in the range of $0.18 to $0.44. The wide range and the fact that most analysts expect a decline in EPS year-over-year suggest concern about profitability and margins. Hew
Crucial HPE Earnings To See If Growing Demand For AI Infrastructure Still Persist
TOPEnid Bertha: If Neri leaves and is replaced by a new younger and more aggressive CEO, the stock will see $30 in no time!
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Option_Lab
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2025-09-02

6 Key Details to Place an Options Trade (Step by Step 🚀) | #OptionsHandbook EP040

Compared with the relatively simple stock trading interface, placing an options order looks a bit more complex. 📒 But don’t worry — The Options Handbook has a dedicated chapter walking you through paper trading so you can go from 0 to 1 in no time. Here are the 6 details to watch out for: ▶ Detail 1: Pick your underlying asset — this could be a stock, ETF, or index. Tap the “Options” tab. ▶ Detail 2: On the options chain, switch the expiration date, and pick a contract to view the details of one specific option. ▶ Detail 3: Tap "Demo Buy" or "Demo Sell" at the bottom. Double-check the direction — don’t mix it up! ▶ Detail 4: Set contract details, such as quote type, strike price, number of contrac
6 Key Details to Place an Options Trade (Step by Step 🚀) | #OptionsHandbook EP040
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Isleigh
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2025-09-02

🐂 $BABA vs 🐺 $MEITUAN – Trend Rider or Underdog Gambler?

Investors in China tech are facing a familiar dilemma: follow the major trend or bet on an underdog comeback? Alibaba ($BABA) surged 12% after its latest earnings, underscoring how scale, margin recovery, and favorable policy support can reignite investor confidence. Riding $BABA aligns you with momentum and fundamentals, giving safer compounding returns as e-commerce and cloud operations stabilize. The Street’s targets now point toward the $90–100 zone if support near $80 holds firm. Meituan ($MEITUAN), on the other hand, tumbled sharply after reporting earnings. Yet, in every selloff lies the seed of opportunity. If Meituan can demonstrate cost discipline and benefit from a rebound in Chinese consumer demand, a mean-reversion rally back toward HK$125–130 is entirely possible. The risk? A
🐂 $BABA vs 🐺 $MEITUAN – Trend Rider or Underdog Gambler?
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Shyon
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2025-09-02
I have been closely monitoring the market as September approaches, and the post you shared certainly raises some valid concerns. The idea that hedge funds and large speculators are betting on continued calm by shorting the VIX is intriguing, yet the mention of the potential September Effect has me on edge. Given my own experience with volatility, I can see why this might signal trouble ahead. My portfolio in August was quite a rollercoaster. The majority of my stocks experienced significant pullbacks, which led to an overall loss by the end of the month. It was a challenging period, and I found myself reevaluating my strategy as the market shifted unexpectedly. The reference to the Fed-Trump drama in the post resonates with me, as I have noticed how such uncertainties can impact market sen
I have been closely monitoring the market as September approaches, and the post you shared certainly raises some valid concerns. The idea that hedg...
TOPApollos: Suffered a 5-figure loss in August due to pullback despite good ER for some stocks.
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過路人
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2025-09-02
$BABA-W(09988)$ $阿里巴巴-W(09988)$ 上星期賣put月結117.5接左貨,之後第二日又放唔出,結果一出業績就暴升,今次我真係好好好彩[开心]   。上星期五賣左一張“117.5call,淨餘500股而家以136.5賣左佢收左錢先 。多謝巴巴 。正[爱你]    $恆生指數(HSI)$   如果仲想升,都係要靠巴巴。不過我覺得短線已經升左咁多,我不太樂觀  [胜利]  ,暫不看到有其他可令大市繼續上升既利好消息
09988
09-02 09:45
HKBABA-W
SidePrice | FilledRealized P&L
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BABA-W
$BABA-W(09988)$ $阿里巴巴-W(09988)$ 上星期賣put月結117.5接左貨,之後第二日又放唔出,結果一出業績就暴升,今次我真係好好好彩[开心] 。上星期五賣左一張“117.5call,淨餘500股而家以136.5賣左佢收左錢先 。多謝巴巴 。正[爱你] $恆生指數(HS...
TOPAlster: A blessing in disguise
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Mickey082024
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2025-09-02

Snowflake’s Soaring Earnings: Strong Growth, Improving Margins, but Is the Stock Still a Buy?

$Snowflake(SNOW)$ Snowflake Inc. (NYSE: SNOW) has once again captured Wall Street’s attention with its latest quarterly results, which sent shares soaring. The data cloud leader reported robust revenue growth, impressive customer retention metrics, and steady progress toward profitability. Yet, the rally also raises a critical question for investors: with shares trading at a premium, does Snowflake still represent an attractive buying opportunity, or is caution warranted at these higher valuations? In this article, I’ll walk through Snowflake’s performance in detail, evaluate its customer economics, examine its cash flow and profitability trajectory, and provide an updated valuation using my proprietary discounted cash flow (DCF) model. Finally, I
Snowflake’s Soaring Earnings: Strong Growth, Improving Margins, but Is the Stock Still a Buy?
TOPMaurice Bertie: $239 is steep. Waiting for $215 before diving in.
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Mickey082024
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2025-09-02

JD Property’s $1B REIT in Singapore: A Game-Changer for E-Commerce Logistics?

$JD.com(JD)$ Singapore’s financial markets could soon welcome a major new entrant in the form of a billion-dollar real estate investment trust (REIT) sponsored by JD Property, the infrastructure arm of Chinese e-commerce titan JD.com. If approved, the offering could debut on the Singapore Exchange (SGX) as early as next year, potentially marking one of the largest listings in the logistics REIT space in recent memory. The deal highlights not only the rising importance of e-commerce logistics but also Singapore’s positioning as a strategic hub for Asian capital and technology-driven supply chains. Backed by logistics parks, modern smart warehouses, and advanced infrastructure, the proposed REIT could attract both institutional and retail investors ea
JD Property’s $1B REIT in Singapore: A Game-Changer for E-Commerce Logistics?
TOPPorter Harry: Nice analysis! JD’s direct investment will demonstrate its long-term e-commerce capabilities in Singapore.
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vc888
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2025-09-01
Now is an attractive entry point for long-term investors. Escalating competition in China's food delivery is expanding the market, validating Meituan's moat, and strengthening its user base despite near-term margin pressure. Emerging segments like Instashopping and in-store services are scaling rapidly, diversifying Meituan's business and deepening consumer trust beyond food delivery. While margins may remain pressured short-term due to subsidies, I expect profitability and multiples to rebound as competition normalizes by FY26.
Now is an attractive entry point for long-term investors. Escalating competition in China's food delivery is expanding the market, validating Meitu...
TOPAthena Spenser: Competition builds moat. Meituan's future looks bright! Buy now!
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