1.06K
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2025-09-02
What If It’s All Undone?
The last eight months on Wall Street have been dominated by the Trump Administration. Like it or not, that’s the reality.Tariffs crashed the market in early April.The delay of tariffs later that month caused a surge in stock prices.Each “deal” seems to be cheered by investors.We had all seemed to come to a kind of understanding. President Trump could talk big about tariffs, countries would offer some meaningless concession, companies like $Apple(AAPL)$ would be exempted, and the TACO trade would continue.Friday threw that balance into turmoil.A federal appeals court ruled most of President Trump’s tariffs illegal. From the BBC:A federal appeals court has ruled that most of Donald Trump's tariffs are an overreach of his use of emergency powers as p
1.37K
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2025-09-02
SEPTEMBER is the worse month of the year for SPY
SEPTEMBER is the worse month of the year for $SPDR S&P 500 ETF Trust(SPY)$ . $Broadcom(AVGO)$ and $Lululemon Athletica(LULU)$ earnings this week. Both important for retail spending, chips, inflation and tarrifs.Another 25bp cut on September 17 for FOMC.This entire week is focused on Labour market and its weakening.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🎉
983
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2025-09-02
Salesforce (CRM) Growth and Profitability Can Co-Exist
$Salesforce.com(CRM)$ is scheduled to report its fiscal Q2 2026 earnings after the market closes on Wednesday, September 3, 2025. Here is an analysis of the upcoming report, including key metrics to watch and potential short-term trading opportunities. Earnings Per Share (EPS): The consensus estimate for non-GAAP EPS is around $2.77, which would represent an 8.2% increase from the prior-year quarter. A significant beat here would be a positive sign, but investors will be more focused on how the company achieves this profitability. Revenue: Analysts expect Q2 revenue to be in the range of $10.11 billion to $10.16 billion. This would mark an approximately 8.7% year-over-year increase. The market will be scrutinizing this figure, as CRM has faced conc
TOPPorter Harry: Thanks for sharing your analysis! I'm waiting to observe the contribution ratio of AI to the business in this financial report.
1.23K
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2025-09-02
Campbell Soup (CPB) Cost Management and Supply Chain Pressures Key To Better Margins
$Campbell Soup(CPB)$ is scheduled to report its fiscal Q4 2025 earnings on Wednesday, September 3, 2025, before the market opens. In this article I would like to share my analysis of what to watch for and a look at potential short-term trading opportunities. Earnings Per Share (EPS): The consensus EPS forecast is $0.57, which would represent a year-over-year decline. It is important to compare the reported figure against this consensus. A significant beat could positively surprise the market, while a miss could lead to a negative reaction. Revenue: The forecast for Q4 revenue is approximately $2.33 billion. Investors should look at both the reported net sales and the organic net sales. Organic net sales, which exclude the impact of acquisitions and
TOPThis is a soup company and will always be a soup company in the eyes of the American public for quite a while.
1.54K
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2025-09-02
HSAI remains a high-conviction Bullish play
$Hannon Armstrong Sustainable Infrastructure Capital(HASI)$ 📊 Long-Term Investment Strategy & AnalysisTrend Zone: BullishRecommended Position: Buy and HoldThe long-term outlook remains constructive, with HSAI firmly situated in a Bullish zone. Within this framework, the stock alternates between Uptrends (robust upward momentum) and Correction Trends (temporary pullbacks).For long-term investors, the strategic approach is clear:Continue holding positions, as the uptrend probability dominates.Corrections within this Bullish zone should be seen as consolidation phases rather than warning signs.A Bearish reversal would signal an exit point, but the probability of such a shift in the near term is negligible.Thus, for investors focused on multi-mont
1.64K
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2025-09-02
EOSE is positioned as a high-potential Bullish opportunity
$Eos Energy Enterprises Inc.(EOSE)$ 📊 Long-Term Investment Strategy & AnalysisTrend Zone: BullishRecommended Position: Buy and HoldEOSE continues to build momentum inside a Bullish zone, where:Uptrend phases are driven by strong, sustainable buying flows.Correction phases remain shallow and short-lived.For long-term investors, the strategic posture remains unchanged:Hold existing positions and benefit from compounding gains.Treat corrections as natural pauses rather than trend reversals.A shift into a Bearish zone would signal exit, but the probability of this occurring is currently negligible.This aligns with a long-term wealth-building approach, where consistent holding during Bullish conditions offers superior risk-adjusted returns compared
2.18K
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2025-09-02
SOXL remains in a strong Bullish cycle, currently consolidating
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 📊 Long-Term Investment Strategy & AnalysisTrend Zone: BullishRecommended Position: Buy and HoldSOXL continues to operate in a Bullish zone where the dominant market forces favor upward momentum, punctuated by mild corrections.Uptrend phases bring sharp upward swings, driven by sustained buying pressure.Correction phases serve as pauses or consolidations within the broader upward move.For long-term investors, the strategy is clear:Maintain Buy and Hold positions.View corrections as natural pauses, not signals of trend reversal.A Bearish transition would mark an exit point, but the likelihood remains negligible in the near term.This long-term stance is particularly effective given SOXL’s role
1.87K
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2025-09-02
NVDA top signal is back
$NVIDIA(NVDA)$ top signal is back 🛑Last 3 times this flashed, NVDA either went sideways for weeks or dropped 20%+.Weekly BX just closed red for the first time in months. Monthly still green → classic “reload phase.”Institutions let retail be exit liquidity, push price into discount, then scoop it back up cheaper.Worst case: $150 before the next big buy.Nothing guaranteed, but if I was still long from April’s bottom call, I’d be taking profits here.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 Gr
1.79K
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2025-09-02
I’m still extremely bullish on TSLA
$Tesla Motors(TSLA)$ is only 2.5% of my fund.And I’m still extremely bullish. That’s the whole point of risk management. Your conviction doesn’t have to equal oversized risk.I’m trading 50+ stocks at any given time. No single name should ever make or break you. The edge comes from applying your system across dozens of setups that meet your criteria, not betting your life on one ticker.TSLA traders: 6 months of buildup ends now 💥Monthly chart coiled in bullish structure, defended the smart money zone in March & April.BX just confirmed its first higher low since June 2024 — buyers stepping in, momentum building.64% win rate on this setup. Last time it triggered, price doubled in 6 months.End-of-year target: $400–$500 🎯ImageFor whom haven't open
1.62K
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2025-09-02
ZETA breakout just started
The first 50% breakout wasn’t the move; it was the tell. $Zeta Global Holdings Corp.(ZETA)$ breakout just started. 💥Perfect bounce off the institutional buy zone in May when we called it out ✅Since then, price has built a strong base and is breaking out.Monthly BX just confirmed 3 straight higher lows — clear signal buyers are stepping in.The hurdle: $20 point of control on the THT volume profile. This is the heaviest trading zone in 3 years and a major resistance.Once we clear it, the path to all-time highs opens fast as volume gaps get filled.Patience is key. This level will be tough, but I’m still holding — expecting a strong close to the year.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up
2.12K
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2025-09-02
SPY bears yell crash.
$SPDR S&P 500 ETF Trust(SPY)$ bears yell crash. 🩸My Worse Case Map: -6.5% clean out, then melt-up into late ’25. 🚀Buying pressure has cooled off a bit the past couple weeks.But you can’t fight the macro trend.Monthly BX Trender = Green. 🟢That’s historically a 60% chance of a 6–12 month breakout with almost no pullbacks.Weekly BX Trender = Still Green. 🟢Buyers are still stepping in.But let’s be clear, this is a premium market.The discount was back when we were pounding the table at $480–$520.Now the daily chart’s showing some weakness.Worst case: a 6–7% retracement.Key supports: $630, then $600.That $600 zone is stacked with volume profile support and prior resistance. I believe it holds.A pullback this size after a 30% breakout is not bearish.
3.44K
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2025-09-02
17 beaten-down stocks
This week’s 17 beaten-down stocks — potential long-term cup-and-handle setups with positive institutional accumulation over the past 3 months $Applied Optoelectronics(AAOI)$ $Bitfarms Ltd.(BITF)$ $Blend Labs, Inc.(BLND)$ $Bumble Inc.(BMBL)$ $Bit Digital, Inc.(BTBT)$ $Canopy Growth Corporation(CGC)$ $ENCORE ENERGY CORP(EU)$ $Gevo(GEVO)$ $Hudson Pacific Properties(HPP)$ $Lumen
1.62K
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2025-09-02
The Top Signal Now Appears in the S&P 500
The Top Signal Now Appears in the $S&P 500(.SPX)$ The reversal signal first appeared two weeks ago in the semiconductor sector $VanEck Semiconductor ETF(SMH)$ with a "shooting star" candle, which has historically led to declines when the sector is overbought. The $NASDAQ 100(NDX)$ followed with its own reversal candle last week, and both have declined since. Now, a reversal candle has appeared in the SPX. Historically, the final trigger for an accelerated selloff has been a loss of the 5MA.Thanks for the likes and reposts. Have a good rest of the holiday, everyone.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of
1.12K
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2025-09-02
Daily Charts - The Relative Value Trinity...
1.The Relative Value Trinity...-Small vs Large-Value vs Growth-Rest of World vs USAThere are major opportunities (and risks?) hiding here in plain sightAlways pay attention to extremes in markets (and especially in valuation indicators).Always. 👀Image2.It takes a Record High 94 hours of work for the average working American to buy 1 oz of Gold.What does this tell you?? $Gold - main 2512(GCmain)$ 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🎉
1.42K
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2025-09-02
The indexes should continue trending higher toward their respective targets
Since $Dow Jones(.DJI)$ $iShares Russell 2000 ETF(IWM)$ are in the midst of breakouts, and $NASDAQ 100(NDX)$ just triggered a long signal, $S&P 500(.SPX)$ and the rest of the indexes should continue trending higher toward their respective targets:SPX → 6,550–6,800 (needs to hold above 6,425. Close below 6,393 would send sell signal).NDX → 24,300–25,000 (long signal active; invalidation Aug 20 low 22,960).DJI → 46,500–47,500 (multi-month breakout; invalidation below 44,550).IWM → 240–246 (watch 230 as key level; below = deeper correction risk).✅ Breakouts / long signals dominate.⚠️ Sell signals only if invalidations are
3.06K
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2025-08-30
Earnings Miss—Is It Time to Bottom Fish Li Auto?
2025 Q2 Li Auto Earnings: $Li Auto(LI)$ Q2 results missed expectations, mainly due to higher-than-expected operating expenses.Thanks to effective cost controls, net profit remained flat.Q3 delivery guidance is 16–21% below previous forecasts.In-house autonomous driving chip “M100” will start mass production and vehicle integration in 2026, with strong compute power and expected significant cost reduction.Li Auto plans to launch the low-priced, full-size SUV “i6” in September, targeting monthly sales of 15,000 units.The company aims to restore monthly deliveries to around 50,000 units, similar to Q3 2024 levels.Earnings Takeaways:$LI$’s share price is highly correlated with its new order flow (or delivery trend).Competitive pressure in the mid-to-hig
TOPLi will be the first company to go under with obsolete technology and shady quality products! It’s done . Sell all your left and buy NIO
4.94K
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2025-08-31
Will You Follow Major Trend or Bet on an Underdog Comeback?
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
TOP🌟🌟🌟Meituan vs Alibaba : Dumplings, Chips & a Comeback Twist. 2025's instant commerce war is no quiet noodle fight. Meituan, the scooter slinging local champ, stunned with a 63% profit jump in Q1 but Q2 brought margin erosion, ballooning logistics costs & a 12% stock drop. Overseas bets (Keeta in Saudi Arabia & Brazil) adds spice but also cash burn. Then came Alibaba's plot twist : a stellar Q2, 12% stock surge & a surprise AI Chip launch. Taobao Instant Commerce hit 80 million daily orders, backed by RMB 50 billion in subsidies. Alibaba now looks like it is rewriting the play book. So who wins? Meituan is the quiet compounding bao. Alibaba is the phoenix with silicon wings. Analysts are torn, regulators are watching and investors are recalibrating. I am reminded that resilience isn't loud and reinvention isn't cheap. But both parties Meituan and Alibaba make for one big dumpling duel. @Tiger_Earnings @TigerStars @TigerClub @Tiger_SG @CaptainTiger
3.30K
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2025-09-01
Long ET& TSM
1. $Taiwan Semiconductor Manufacturing(TSM)$ is still relatively cheap given its potential and market position.It managed to expand its market share by 3% YoY despite already dominating the market with 67.6% revenue share last year.This won’t change anytime soon.Its yields in 2nm are 40% higher than Samsung and it’s the only foundry having started the development of 1nm process.Regardless of who designs the most advanced chips in the next 5 years, $TSM will be the one manufacturing them.Still relatively cheap at 19 times forward earnings.Long $Taiwan Semiconductor Manufacturing(TSM)$ .Image2.The real AI play is energy.Cutting edge GPU racks consume 80-130 kW as apposed to 25-30 kW for a CPU rack.Result? Eme
4.47K
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2025-09-01
THE NEW MAG 7 OF AGENTIC AI
Stage one of AI was all about hardware -- servers, GPUs, and the scaffolding. Stage two is applications: embedding intelligence directly into the workflows, infrastructures, and physical systems that run trillion-dollar economies. This is where true economic capture happens. And it’s where a different Mag 7 is emerging -- not just $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ , $NVIDIA(NVDA)$ , $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$ , $Broadcom(AVGO)$ , or $Taiwan Semiconductor Manufacturing(TSM
2.94K
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2025-09-01
Trading Ideas: How to Invest?
Hello everyone! Today i want to share some trading ideas with you!1.Checklist for investors: $S&P 500(.SPX)$ Image2.Founder-led businesses tend to do better because they:1. Think long-term2. Have skin in the game3. Focus on the operations4. Incentives aligned with shareholders5. Focus on organic growth and not acquisitions3.Company culture matters for stock market returns:Image4.Fast growing quality list: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🎉