1.52K
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2025-09-06
Google's Massive Win & the Patience Payoff
On Tuesday, U.S. District Court Judge Amit Mehta said $Alphabet(GOOG)$ $Alphabet(GOOGL)$ , while still a monopoly, could keep Chrome and Android in-house and could continue paying for default status on browsers like $Apple(AAPL)$ Safari.Google will have to share some data with competitors and can’t have exclusive agreements with partners, such as smartphone makers, but that’s unlikely to upend Google’s search dominance or its business model.The details of the case are interesting, but the lesson for investors is clear. Look at the long-term trends and buy companies when sentiment around them is bad.I’ve been something of a broken record about Alphabet’s value an
1.04K
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2025-09-06
Is the Market Bullish Now?
$S&P 500(.SPX)$ : The sell-off neared $6,344. When analyzing the body of the candles on the 4-hour chart, $6,386—a bearish layer provided last week—acted with precision as a bounce point in confluence with the monthly central level of $6,393.7. The bounce recovered $6,465, the central weekly level we use as our "bullish above / bearish below" mark, which set the price to reach its bullish target for the week, $6,502.6, on Thursday. The overextension on Friday anticipated a reversal that was posted in the paid subscribers chat, with the central weekly level ending the week as a key support. $Broadcom(AVGO)$ : In Wednesday's fundamental analysis for this company, I anticipated a move toward $345 conside
635
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2025-09-06
SPX: Recent gap-ups have been quick to fill
$S&P 500(.SPX)$ : Recent gap-ups have been quick to fill, and today's open at the upper Bollinger Band led to a swift retreat to the 20DMA. This type of retracement is usually followed by weakness as highlighted by the arrows.Tech came to the rescue, led by $Broadcom(AVGO)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Oracle(ORCL)$ $Tesla Motors(TSLA)$. However, the first two will return to their Bollinger ranges, while the others still have price gaps to fill.Meanwhile, the financial sector's significant weakness is a concern, as is the be
1.10K
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2025-09-06
When Bad News Becomes Good News
It was a rollercoaster week on Wall Street, marked by an accelerated sell-off on Monday that gave way to a powerful mid-week rally. The bounce was fueled by a combination of factors.First, tech giants came to the rescue with positive news from $Alphabet(GOOG)$ $Alphabet(GOOGL)$ and $Apple(AAPL)$ , sparking a strong rally on Wednesday. The momentum continued on Thursday, ironically driven by bad news: a weak ADP jobs report signaled a deteriorating labor market. Traders, operating on the "bad news is good news" logic, grew confident that the Federal Reserve would be compelled to cut interest rates in ten days.This optimism culminated on Friday with a stunning job
1.73K
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2025-09-06
This week on Clouded Judgement: Second Mover Advantage
1.This week on Clouded Judgement: Second Mover Advantage- Median software multiple: 4.8x- High Growth software median: 22.7x- Mid Growth software median: 6.9x- Low Growth software median: 3.9x- 10Y: 4.2%Image2.This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $Figma(FIG)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Guidewire(GWRE)$ $Shopify(SHOP)$ $Snowflake(SNOW)$ $R
2.50K
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2025-09-06
Missed Opportunities: Selling Apple and McDonald's
Fundsmith Equity: Here are their 5yr and 10yr share price returns and linearity ⬇️⬇️⬇️Arguably they shouldn't have sold $Apple(AAPL)$ and $McDonald's(MCD)$ , and shouldn't still be holding $Nike(NKE)$ and $Coloplast AS(CLPBF)$ . Otherwise a fairly high quality fund.* Previous holdings are in yellow. $InterContinental Hotels Group PLC(IHG)$ $Amazon.com(AMZN)$ $Sage Gold, Inc.(SGGDF)$ $Serco Group Plc.(SCGPY)$ $Choic
1.18K
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2025-09-06
RTY has inverted the H4 FVG, firing off a fresh long signal
The alert was clear: $iShares Russell 2000 ETF(IWM)$ was primed for liftoff 📈Now $E-mini Russell 2000 - main 2509(RTYmain)$ has inverted the H4 FVG, firing off a fresh long signal ✅I’m positioned long RTY, looking for a new high as it works into a 5th or 3rd wave off this week’s low. ImageRTY was flagged for a 5th wave push to 2400 🎯 using the M5 iFVG entry model.💥 Target hit right after NFP → Closed the trade at 2400 for +41 points on 2 contracts ✅💰🔥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：
1.22K
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2025-09-06
SPX remains positioned for 6600–6630
$S&P 500(.SPX)$ remains positioned for 6600–6630 🎯Today's pullback tapped into the Daily FVG support while also forming a bullish SMT 🔑 at Thursday’s low.As long as price holds above today’s 6443 low, the structure favors continuation higher 🚀🔻 Break below 6443 ⚠️ → risk of a correction.❌ Close under 6417 🔴 → sell signal targeting 6360ImageFor 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🎉🎉The Cash Boost “Dai
1.17K
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2025-09-06
AAPL sent the long signal 🚨 favoring an extension to the 240-248 target zone
From the Weekly Projections, $Apple(AAPL)$ sent the long signal 🚨 favoring an extension to the 240-248 target zone.AAPL tapped the iFVG then ripped 6%🔥 to the 240 target zone 🎯 and still has upside potential for more!ImageImage For 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🎉🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!
29.07K
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2025-09-05
Opendoor Soaring: 10x? 100x? Would You Bet? 🚀
$Opendoor Technologies Inc(OPEN)$’s rally is no ordinary meme stock move. 📈After a two-month surge and three straight days of gains, its YTD performance has already hit +280%. And today’s open? Still climbing!Why is it still running? Short Squeeze ongoing…With short interest still above 20% and its small-cap profile, a coordinated squeeze by retail or institutions could push the stock higher.The hype started on Reddit’s WallStBets, where many are calling it “the next $Carvana Co.(CVNA)$ .” Don’t forget—Carvana rocketed 100x in just 30 months. 😮Some even believe:“Opendoor is building the way people will trade real estate for the next 10–50 years.”Some sets PT for $8.Wall Street is betting BIG that $OPEN is
TOPShyon: I’ve been watching Opendoor $Opendoor Technologies Inc(OPEN)$ closely, and this rally is hard to ignore. A +280% YTD move with short interest above 20% is no joke—it’s the kind of setup that makes both traders and investors pay attention. The Carvana comparison might be bold, but with Reddit hype, I get why it’s being mentioned. Still, I’m cautious. Hedge funds are shorting for a reason—OPEN faces profitability issues, and housing isn’t strong. Momentum can fuel a squeeze, but fundamentals always return. To me, this looks more like a showdown between retail and institutions than a real growth story. I wouldn’t chase at these levels, but it stays on my watchlist. If momentum holds, $8 is possible. For me though, it’s more of a short-term play than a conviction hold. With volatility this high, risk management decides who wins or loses. 🎲 @Tiger_SG @TigerStars @Tiger_comments
22.92K
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2025-09-05
[Discussion] Why Pick ASIC? Chase Broadcom or Buy the Dip in Nvidia?
$Broadcom(AVGO)$ the next Nvidia? Broadcom 🚀 soared 12% after earnings.Q3 revenue: $15.95B, +22% YoY (beat est. $15.84B)Non-GAAP net profit: $8.40B, +37.3% YoYEPS: $1.69, also beat expectationsOn the call, CEO Hock Tan dropped a bombshell:A new mystery customer placed a $10B order for Broadcom’s custom AI accelerator XPU. Rumor has it — OpenAI is set to begin mass production with Broadcom, shipping next year.Why do tech giants like $Alphabet(GOOG)$ turn to Broadcom for AI ASICs?Morgan Stanley notes cloud providers like Google, Amazon, Microsoft are aggressively investing in ASIC design.Because Nvidia’s GPUs are insanely expensive 💰 and hard to get. Plus, you’re locked into CUDA software + NVLink for scali
TOPBroadcom’s $Broadcom(AVGO)$ earnings were strong, and that $10B custom AI order shows big cloud players want alternatives to Nvidia. ASICs may not fully replace GPUs, but they’re cheaper, more efficient for inference, and make Broadcom an important player in the AI ecosystem. Still, I’m cautious about chasing AVGO after a +12% spike, since history shows it often cools off post-earnings. Meanwhile, Nvidia’s dip looks more attractive — despite competition, it still dominates training workloads and the CUDA ecosystem, which are hard to replace. For now, I’d watch Broadcom for consolidation while eyeing NVDA’s $NVIDIA Corp(NVDA)$ pullback as a better entry. Both can benefit from the AI boom, but I see Broadcom as the custom chip play and Nvidia as the core AI bet, with each serving different needs in the market. @Tiger_comments @TigerStars
4.16K
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2025-09-05
The Second Pillar of AI
$Broadcom(AVGO)$ Broadcom surprised the market with its latest earnings.Q3 and Q4 numbers were in line with expectations, but what really stood out was the outlook: future growth is exceptionally strong, with total order backlog now at $110 billion.In addition to the big three customers (GOOGL, META, TikTok), Broadcom also announced a fourth major customer—market speculation points to OpenAI.The post-earnings rally was driven by the emergence of this fourth customer, which exceeded analyst expectations. While this client won’t impact Q3/Q4 numbers, it’s clear they’ll significantly boost FY2026 and FY2027 results.Pre-earnings, bulls expected a $340–350 range this week, with a medium-term target above $350. With the stock now trading higher in the p
4.21K
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2025-09-05
GOLD is Currently Holding Highs on the Eve of NFP Data!
$Gold - main 2512(GCmain)$ is currently holding highs on the eve of NFP data! Expectations of a Fed rate cut pushed gold prices higher. Recently released U.S. economic data further showed a softening of the labour market.The ADP employment report showed that only 54,000 new jobs were added in August, significantly lower than the expected 65,000. Today. Technical: Gold prices broke above the upper edge of the range after completing consolidation in the $3,300 area and are now running above $3,550 with a technical bias to the upside.The RSI indicator shows short-term overbought and some shock or retracement is possible. Above the resistance level first focus on $3578-3579 resistance, that is, this week's all-time high ! Gold's short-term trend i
3.27K
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2025-09-05
Option Strategies: LULU& BRZE
Hello everyone! Today i want to share some option strategies with you!1.Took the following optionselling trades today per our plan. Will lock in close to $1K in profit if $Lululemon Athletica(LULU)$ cooperates. 🤞🏽🤑Took the LULU 165P expiring tomorrow and the IOT 27P expiring next week.Totally forgot to write the $Braze, Inc.(BRZE)$ Sep 19 $20P. 😢Image2.Wrote a $Lululemon Athletica(LULU)$ strangle - 150P & 300C. Should have gone more aggressive on the call strike for a lot more premium ... 250-270 range.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 S
2.54K
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2025-09-05
TRADE PLAN for Lotto Friday 🎲
$S&P 500(.SPX)$ setting up for a new all time high AGAIN. SPX recovered from a 100 pt drop on Tuesday and it setting up for rally towards 6600+ if it can get through 6500.SPX 6520C can work above 6500 tmrw $Invesco QQQ(QQQ)$ if we see a breakout above 574 in the next 2-3 days.. QQQ all time highs at 583 in play before FOMC. It looks like QQQ wants to test 600 before a bigger pull back comes.QQQ Sept 5 576C can work above 574 $MongoDB Inc.(MDB)$ above 320 can move back to 335-340 in the next 2 weeks. MDB 325C can work above 320 for tomorrow.The market is extremely resilient. Bears continues to get stopped out on every fakeout to the downside. Let's see if we get
3.07K
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2025-09-05
INTC, OPEN, QQQ, SHOP& TSLA Welcome Great Upward Momentum!
Hello everyone! Today i want to share some technical analysis with you!1. $Tesla Motors(TSLA)$ chart looks ready to fund Musk’s $1T pay package.Image2. $Opendoor Technologies Inc(OPEN)$ 1 Hour ChartWhat do you see? ☕️Image3. $Shopify(SHOP)$ Undercut the lows and go.Late sellers got trapped hard. 🐻🪤A daily chart of Shopify stock with candlestick patterns. Green and red candlesticks show price movements over time. A diagonal trendline crosses the chart, and a bear trap label is visible near a price drop. The TrendSpider watermark and Shopify logo are present.4. $Invesco QQQ(QQQ)$ Two years later...Another cup & handle b
TOPOpen. Can you specify what you saw? Is it going down
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2025-09-05
Play Option Instead Of Broadcom Chase High Or Buy Nvidia Dip
With another major player in the semiconductor sector, $Broadcom(AVGO)$ giving its earnings after market close on 04 Sep 2025, we saw that the shares gained over 4% in after-hours trading. as Broadcom delivered a strong fiscal Q3 2025, with results driven by AI networking strength and continued VMware integration. Revenue and EPS both topped expectations, reinforcing the company’s role as an essential player in the AI infrastructure buildout. Management also raised full-year guidance, citing robust AI chip demand and accelerating adoption of VMware’s software stack. Shares gained over 4% in after-hours trading. I am holding Broadcom for long term so I would like to explore how we can trade opportunities with option for Broadcom. Buying s
TOPNext week back up to $350.00 +
2.83K
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2025-09-05
Antitrust Ruling Lands—Is It Still Safe to Chase GOOGL Higher?
Google Recent Developments:The final remedies in Google’s search antitrust case turned out far better than the market expected.Google is not required to spin off Chrome or the Android operating system.Google can still pay for default placement, with the only change being contract terms now limited to one year.The only real negative: Google must share part of its search index and user interaction data with “qualified competitors.”How to Evaluate the Outcome:The data-sharing requirement does not include Google’s core ad data, so the impact is manageable.AI is continuously strengthening Google’s competitive position; the company has a clear “full-stack” advantage in AI.Key business metrics, such as paid clicks, accelerated in Q2.The Google Gemini LLM is catching up to GPT-4.$GOOGL$ is one of
TOPBought Google some months ago at $150s. Thought I would stop by and see some intelligent discussions on stocks like GOOG. Instead, landed in the middle of a ridiculous display of childish gobbledegook. Kinda sad, and useless.
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2025-09-04
Waller’s remarks basically confirm the pivot is here — the Fed is set to start cutting this month, and the weak jobs data makes it hard to argue otherwise. With rates still above neutral, a steady path of cuts looks likely, and I think the market is right to price in multiple moves by year-end. Morgan Stanley’s view that Fed funds could drop as low as 2.25% by 2025–26 is even more bullish than consensus, and that kind of dovish shift would be rocket fuel for growth stocks and tech. Lower discount rates plus AI momentum could drive another leg higher in the Nasdaq if this scenario plays out. I still like the bond trade as a hedge, but my bigger takeaway is equities stand to benefit most from faster easing. For me, this is a market to stay invested in leaders, especially in tech, rather tha
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2025-09-05
Big-Tech Weekly | AWS Pushes AMZN To All Times High? Google's Big Winner!
Big-Tech’s PerformanceMacro Headlines This Week: September seasonality and event-driven risks. Investors remain cautious on September’s historically weak performance — the month that has often been the worst for equities. Key events included preliminary announcements on the Russell index reconstitution, heightened sensitivity to upcoming labor market data and the Fed’s policy decision. Equity trading volumes were thin around the holiday, but tech and growth stocks led the market higher.Labor market weakness boosts rate cut expectations. ADP private payrolls added only 54k jobs (below consensus 69k). Initial jobless claims spiked to 237k (vs. 229k expected), showing persistent upward momentum and pressure in the labor market. Meanwhile, the ISM Services PMI climbed to 52, signaling expansio
TOP$235 is no longer resistance for Amazon. A pause at $237 on a back and forth and consolidation - $242 next week then to $247.