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General
Isleigh
·
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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2.30K
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Shyon
·
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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2.14K
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過路人
·
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
Sell
Close
136.50
500
+15.91%
Closed
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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765
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Mickey082024
·
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
·
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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2.76K
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vc888
·
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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LiverpoolRed
·
2025-09-01
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1.36K
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JNCF
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2025-09-01
$Apple(AAPL)$ I feel if proven beyond a reasonable doubt that someone is filing a false rape claim, such actions should be met with much harsher punishment. This will allow actual victims who don't have strong evidence to still present their case without worry.
$Apple(AAPL)$ I feel if proven beyond a reasonable doubt that someone is filing a false rape claim, such actions should be met with much harsher pu...
TOPPorter Harry: Apple’s momentum still looks resilient despite broader volatility.
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1.32K
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Thomas1027
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2025-09-02
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1.30K
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Ah_Meng
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2025-09-02
$CRITICAL METALS CORPORATION(CRML)$ I have posted a brief history of the beginning of last week but sadly, it has not been shared or distributed. If anyone is keen to know how I started my investment journey with this mining firm, please head to my post to view it. If possible, share it so that more people gets to read and understand this company. I think it is fundamentally important for us to understand what we are buying. It could be just technical chart analysis, but it would still be reasonable to know what we are investing into. Of course if it's a day trade, there's no need for it. Rare earth and many critical minerals will only grown in importance with the increase in new high tech applications. AI generates applications such as autonomous
$CRITICAL METALS CORPORATION(CRML)$ I have posted a brief history of the beginning of last week but sadly, it has not been shared or distributed. I...
TOPPorter Harry: Nice analysis! I think CRML is a good company to invest in now.
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1.26K
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Ah_Meng
·
2025-09-02
$ProShares Ultra Silver(AGQ)$  Yes, silver futures looks overbought, with RSI going above 80. So is AGQ as seen in its daily chart (secondary chart, not shown here). However, that doesn't mean silver price can't go higher.  Gold is breaking new all time high... silver price is definitely gunning for $50, above its all time high price of $49.51. At least that is its short to middle term target. The next resistance for AGQ is $63, which is reachable in this rally. After that would be into the $70s, as can be seen in the weekly chart below. With Donald Trump destabilising the US Fed and effectively diminishing the trust in USD as a world trade currency, more central banks would move into alternatives such as gold and to a smaller extent, sil
$ProShares Ultra Silver(AGQ)$ Yes, silver futures looks overbought, with RSI going above 80. So is AGQ as seen in its daily chart (secondary chart,...
TOPAthena Spenser: AGQ overbought? Who cares! Silver’s heading to $50!
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13.08K
Selection
Daily_Discussion
·
2025-09-02

🚀Earnings incoming: Is NIO still a buy right now?

Hi,Tigers:💰👉 Want to catch today’s live session? Click here to reserve your spot now!NIO 2025Q2 Earnings Conference CallThe market waters are churning — where are you diving in?🚀 Big play? Hidden gem? Bold bet?Drop your picks below and dominate the leaderboard!Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, EarningsCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!✨Tuesday — Singapore StocksSingapore stocks opened higher on Tuesday. STI rose 0.11%; Golden Agri-Res, iFast, First Resources up over 1%; Sembcorp, Mapletree Log Tr, ST Engineering up nearly 1%.
🚀Earnings incoming: Is NIO still a buy right now?
TOPShyon: I’ve been watching NIO $NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ $NIO-SW(09866)$ closely, and the August delivery numbers are impressive. Delivering 31,305 vehicles with 55% year-on-year growth shows demand for their models is strong, even in a competitive EV market. To me, this proves NIO is scaling steadily rather than just surviving. That said, the stock trading around US$6-7 suggests the market still doubts its profitability. China’s EV landscape is tough, but if NIO sustains delivery momentum and boosts margins through battery tech and smart driving features, the upside could be significant. If I could speak to NIO, I’d say: “Keep executing and proving the doubters wrong.” The growth is clear, and for patient investors, today’s price may look like a bargain in the long run. @Daily_Discussion @Tiger_comments @TigerStars
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4.01K
General
Noobnewbie
·
2025-09-02
$Rezolve AI(RZLV)$ RZLV is reporting earnings soon and my guess is that it will announce it will raise its earlier goal of $100 million dollars of ARR by year end. Rzlv had previously beat the previous stated goal of $70 million dollars of ARR. Rzlv is included in the Russell 2000 and 3000. I'm looking forward to the earnings report! 
$Rezolve AI(RZLV)$ RZLV is reporting earnings soon and my guess is that it will announce it will raise its earlier goal of $100 million dollars of ...
TOPPorter Harry: Nice! Thanks for sharing this target.
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1.93K
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PeterDiCarlo
·
2025-09-02

UNH traders: the bottom is in

$UnitedHealth(UNH)$ traders: the bottom is in. I’m mapping +50% in 6 months. 🚨The monthly BX Trender just closed August with its first higher low in nearly 3 months.At the same time, our Smart Money Zone entry from a couple weeks back bounced perfectly now we’re up about 20% on shares.Next hurdle: $320 point of control. 🛑This is the heaviest traded level of the past 3 years and a massive resistance.Once price clears and holds above it, there’s a volume gap straight to $480.That’s our upside target—$480–$500 within 6 months.I’m still holding 75% of my shares, keeping some cash in case of a pullback to $280.But based on structure, momentum, and volume profile, I believe the bottom is in.Grab it here ⤵️ImageFor whom haven't open CBA can know more from
UNH traders: the bottom is in
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