2.44K
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2025-09-10
My take: Today’s flow is about pricing AI capacity, energy tightness, and real-yield drift. I’m watching: AI infra & suppliers: names levered to data center build-outs (GPU/ASIC supply chain, optics, power gear). When capex guides go up, these lead. Energy: crude’s backwardation + low inventories = refiners and integrateds bid on any supply headline. Gold miners: if real yields ease even a touch, beta lives here. China ADRs: policy chatter = squeezes; fade euphoria, buy capitulation. Trade plan: Buy strength in AI infra on high-volume breakouts; rent energy on pullbacks; scale into AU gold if DXY stalls. Tight risk, let winners run.
TOPReg Ford: AI infra’s high-volume breaks? Buy strength,capex guides will drive this!
1.38K
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2025-09-09
Why QuantumScape (QS) Is a Long-Term Buy for Forward-Thinking Investors
The electric vehicle (EV) industry is undergoing a transformative boom, and at the heart of this revolution lies the race to develop next-generation battery technology. QuantumScape (QS), a leader in solid-state battery innovation, is capturing the attention of investors with its potential to redefine energy storage. Despite its pre-revenue status and high volatility, QS’s cutting-edge technology, strategic partnerships, and alignment with the EV megatrend make it a compelling long-term investment. This article explores why QS is a stock to watch, covering its technology, market opportunity, financial position, and investment considerations. Solid-State Batteries: The Future of EVs QuantumScape is pioneering solid-state battery technology, which promises significant advantages over traditi
TOPAt it's core, QS has always been nothing but a stock dumping scheme and a insider get rich sham. 15 straight years of zero revenues while dumping nearly 600 million shres on the public should be criminal.
62.50K
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2025-09-09
Elliott Wave Blue Box Payoff: CADJPY Drops as Predicted
In this technical blog, we are going to take a look at the past performance of CADJPY Daily Elliott wave Charts that we presented to our members. In which, the decline from 7.10.2024 high took place in a double three corrective sequence and showed a lower sequence calling for more downside to happen. Therefore, our members knew that selling the bounces in the direction of the right side tag remained the preferred path. We will explain the Elliott wave structure & selling opportunity our members took below: CADJPY Daily Elliott Wave Chart From 7.19.2025 Elliott Wave Blue Box Payoff: CADJPY Drops as Predicted CADJPY Daily Elliott Wave Chart from 7.19.2025 Weekend update. In which the pair is showing 5 swings lower low sequence supporting 6th bounce to fail for another leg lower to c
TOPIncredible analysis! So enlightening! [Wow]
61.89K
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2025-09-09
Alnylam (ALNY) Should Rally Into $479-$494 Before Correction Start
Alnylam Pharmaceuticals Inc., (ALNY) discovers, develops & commercializes therapeutics based on ribonucleic acid interference. It comes under Healthcare – Biotech sector & trades as “ALNY” ticker at Nasdaq. ALNY is showing strong rally from April-2025 low in previous article & expect further rally once (4) pullback ends. It rallied more than 40% since last update in (3) of ((3)). It expects one more push higher to finish April-2025 cycle in ((3)) before correcting next. We like to buy the pullback in ((4)) in 3, 7 or 11 swings at extreme area. ALNY – Elliott Wave Latest Weekly View: It ended ((I)) at $140 high since inception in June-2025 & ((II)) pullback at $31.38 low in October-2016. Above there, it is showing nest as the part of (III) of ((III)). It placed (I) of
TOPSeems like you're well-informed on ALNY's movements
1.53K
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2025-09-09
1. Robinhood vs. AppLovin – which business model has more staying power in the S&P 500? Robinhood: Strengths: Strong brand recognition among retail traders, significant user base, and exposure to the continued financialisation of younger demographics. Weaknesses: Its revenue is highly tied to trading volumes (particularly options and crypto), which are cyclical and sensitive to market sentiment. It also faces regulatory risks, customer churn when markets quiet down, and stiff competition from larger brokerages. Sustainability depends on expanding into more stable revenue streams (cash management, retirement accounts, etc.), but progress is mixed. AppLovin: Strengths: It provides a mission-critical service—adtech that helps mobile game developers monetise. The company’s AI-driven softwa
TOPAppLovin's adtech moat looks solid long-term, but index inclusion might trigger short squeeze drama
3.39K
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2025-09-09
$NIO Inc.(NIO)$ $Tesla Motors(TSLA)$ Went down to Tesla, NIO and ONVO stores today to check out the cars in person. Managed to experience the all new Model Y L, ES8, Firefly, L90, L60 and test drove ET9. Here are some of my thoughts. 1. Tesla Model Y L is really underwhelming compared to the 6-seater competition in China. Interior is really bare. The 3rd row is relatively cramped, floor is raised. My head was 1-2 fingers away from the glass (I'm 1.8M) 2. ES8 feels premium and spacious. The interior feels very welcoming. The sound system is amazing. Third row is more roomy than Model Y L. Frunk is huuuuge. 3. Firefly looks a lot better in real life. It's a lot more spacious than the mini. 4.
TOPI been holding NIO since 2021. Holding 31k shares at $12. Longs need to wake up and see that the executives are doing a horrible job running this company. I will hold till it hits zero or $25. I held for 4 years, I’ll keep holding for another 4 more.
921
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2025-09-09
CPI & PPI Week: Will 25 or 50 bps Break the Stalemate?
Last week, the U.S. labor market showed signs of unexpected weakness. The job report released on September 5th revealed that employers added only 22,000 jobs in August, while the unemployment rate ticked up to 4.3%. It raises questions about the broader health of the economy, and whether the labor market can continue absorbing shocks without further deterioration. This week, markets are turning their attention to key inflation indicators: Producer Price Index (PPI) on Wednesday and Consumer Price Index (CPI) on Thursday. These readings are critical because they provide insight into whether inflation pressures are easing or persisting despite slower job growth. Investors are trying to reconcile weaker employment data with ongoing inflation trends, which creates a complex environment for mon
TOPHolding TLT makes sense, but will Fed cuts really come soon?
3.43K
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2025-09-10
🚑📊🔥 $UNH: The Mother of All Short Covers? Thank You, Mr. Buffett! 🚑📊🔥
$UnitedHealth(UNH)$ $Alibaba(BABA)$ $SPDR S&P 500 ETF Trust(SPY)$ I’m fully convinced $UNH is setting up for one of the most asymmetric upside trades of the year. With Berkshire’s stake anchoring conviction, Congressional buys lighting the fuse, shorts overloaded, and fundamentals stabilizing, this looks less like a recovery and more like a full-scale rerating. 🧮 Discounted Cashflow Conviction I’ve run the DCF, and the result is decisive. Equity value per share comes in at $580.03, nearly 70% upside from here. Present value of the next decade of cashflows plus terminal value makes the current market price deeply disconnected from intrinsic worth. At an 8.5% dis
TOP📈I can’t ignore how you linked the ACA subsidy extension to the DCF anchor. Policy catalysts like that often get overlooked until they directly hit multiples, same way $ELV rerated on Medicare margins. If UNH holds 320 into October, the setup into 450 stretch is a lot stronger than consensus admits.
1.70K
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2025-09-10
🔥📊🚀 SPY at War: $648 Defense, $650 Magnet, CPI Breakout Looms 🔥📊🚀
$SPDR S&P 500 ETF Trust(SPY)$ $S&P 500(.SPX)$ 🚨📉🕵️♀️ I’m absolutely convinced the battle for $SPY is being fought in real time. $648 proved its strength as intraday support, igniting a $1.6 rebound directly into the $650 magnet. The reclaimed Dark Pool level at $648.82 has become the market’s anchor, and all flows are converging here ahead of PPI and CPI. ⚡ Liquidity Flush in Motion On the 4H Keltner/Bollinger chart, price is coiled tight at the upper envelope; a classic setup before a liquidity flush. On the 30m, every dip toward $648.97 has been absorbed, while sellers stack firepower at $650.52. This isn’t random chop; it’s controlled positioning. 📊 Options Flow: Precision Fuel Flow data shows
TOP🧲Your framing of $648 as the trench and $650 as the magnet is spot on. It’s exactly the kind of coiled spring I’ve tracked in $VIX before volatility events. Positioning is wound so tight that once CPI prints, the move won’t just be drift, it’ll be decisive.
1.20K
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2025-09-10
9.9 (September 9). Today's a shopping date & I went mad on my phone.. From grocery browsing to catch the best sales within shopee, TikTok then finally Tiger - Yes, I'm the kind of housewife who doesn't have to go to the office however, I do earn my own money ok.. so are you that housewife like me?[Observation] Tbh I don't believe September is the month to stay away from trading as long as we have the upperhand with the knowledge of Options trading. So if you have yet to start, go redeem your Options handbook from Tiger & learn to trade Options today. Ps. Don't say that Tiger or nobody teach you how, after all most traders learn it our own by studying YouTube etc.[Sly]
TOPIt's inspiring to see someone making the most of their time and investing in their knowledge
11.42K
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2025-09-10
💥🏦🚀 Citigroup’s Breakout + Options Flow: Smart Money Loads Up 🚀🏦💥
$Citigroup(C)$ $Financial Select Sector SPDR Fund(XLF)$ $JPMorgan Chase(JPM)$ 📈 I’m fully convinced Citigroup ($C) is entering a structural re-rate that the market can no longer ignore. A 17-year base has finally broken, and the conviction in options flow is unmistakable. $550K just surged into the 17Oct $92.5C, while 19Sep $82.5C ITM calls are trading at delta 0.96–0.97, effectively shadowing the stock. That isn’t speculation; that’s institutional leverage positioning for more upside. 📊 Options Greeks Reinforce the Setup ITM deltas replicate stock almost one-for-one, while OTM deltas in the 92.5–97.5C range build convexity that rewards momentum. Gamma is climbin
TOP📈The employee profitability comparison really stood out to me, $C lagging peers like $GS but still showing a structural re rate setup is important context. Combined with resilient consumer spending and buybacks, the setup feels more like a rotation cycle than a short lived bounce.
2.37K
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2025-09-10
📊🚀🔥 Robinhood vs AppLovin: Staying Power or Sell-the-News in the S&P 500? 🔥🚀📊
$Robinhood(HOOD)$ $AppLovin Corporation(APP)$ $Enphase Energy(ENPH)$ 🧭 Thesis This is a high-conviction, flow-fueled upgrade for HOOD and APP. Expect a near-term inclusion pop as indexers pile in during the late-September rebalance window, followed by a digestion phase. The “index effect” often fades in 30–45 days, but how much it fades depends on fundamentals and cycle positioning. My edge? Buy dips pre-rebalance, trim into inclusion strength, and reload post-event once liquidity stabilises. 📣 What’s Driving This S&P Dow Jones Indices is adding Robinhood Markets and AppLovin to the S&P 500. Both stocks ripped on the news, and major media flagged the
TOP🔥I really liked how you integrated options flow with those fundamentals, the $1.6M APP put shows hedging pressure but doesn’t kill the trend, and HOOD’s $492K call sweep at $130 lines up perfectly with your upside zones, that’s the kind of flow-backed conviction traders need.
1.26K
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2025-09-10
Can Kroger (KR) E-commerce Sales Help To Power Earnings Beat and Price Raise?
$Kroger(KR)$ is scheduled to report its Q2 2025 earnings on Thursday, September 11, 2025, before the market opens. The fiscal quarter for this report ended on August 16, 2025. Earnings Per Share (EPS): The consensus EPS forecast is around $1.00 per share. This would represent a significant increase from the $0.93 per share reported in the same quarter last year. Revenue: Analysts expect revenue of approximately $34.12 billion, which would be a slight increase of about 0.6% from the prior-year quarter. Kroger's Fiscal Q1 2025 Earnings Summary Kroger delivered a strong performance in its first fiscal quarter of 2025, which ended on May 24, 2025. The company's results generally exceeded analyst expectations, particularly on the bottom line, despite a s
TOPKR is more brick and mortar store and it is very clean,I have been to many grocery stores,and no one is as clean and well organised as KR.
1.10K
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2025-09-10
How RH (RH) Navigate Challenging Macroeconomic Environment Might Show In Its Earnings
$RH(RH)$ is scheduled to report its second-quarter fiscal 2025 financial results on Thursday, September 11, 2025, after the market closes. This report is highly anticipated as it will provide a crucial update on the company's performance amidst a challenging macroeconomic environment. Earnings Per Share (EPS): The consensus EPS forecast for Q2 2025 is approximately $3.19. This represents a significant increase from the reported EPS of $1.69 in the same quarter last year. Revenue: While specific revenue forecasts are less prominent, analysts are forecasting annual revenue growth for the fiscal year. Investors should pay close attention to the actual revenue figure and its year-over-year change, as it will be a key indicator of consumer demand for RH'
TOPInsane valuation again should be out of cash now good place to short here the 10th should be interesting
2.02K
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2025-09-10
Wall Street Wakes Up to NBIS: A $19B Bet on the Future of AI Cloud
$NEBIUS(NBIS)$ Artificial intelligence (AI) continues to reshape not just the technology sector but also financial markets. Every few months, a new player emerges from relative obscurity to become the next centerpiece of investor excitement. This time, the spotlight falls on Nebius (NASDAQ: NBIS), a hyperscale AI infrastructure company that has just stunned Wall Street. Shares of NBIS soared an extraordinary 70% in a single trading session, closing at $108.58, after the company announced a multi-year $19.4 billion agreement with Microsoft (MSFT). According to NBIS’s SEC filing, Microsoft will purchase $17.4 billion worth of AI cloud services, with an additional $2 billion option running through 2031. For a company of NBIS’s size, this deal is tran
TOPNebius is expected to receive an upfront prepayment from Microsoft, which could range from $2.6 billion to $4.4 billion.
997
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2025-09-10
Kenvue (KVUE) Stock CRASH!! Tylenol Lawsuit Fallout & Hidden Risks Explained: Slid Due to Operational Challenges?
$Kenvue Inc(KVUE)$ A Consumer Health Giant in Crisis Kenvue Inc. (NYSE: KVUE), the consumer health spin-off from Johnson & Johnson that owns iconic brands like Tylenol, Benadryl, Listerine, and Band-Aid, has entered one of its toughest chapters since its market debut. Shares of the company tumbled by double digits after reports emerged that the U.S. Department of Health and Human Services (HHS), under Secretary Robert F. Kennedy Jr., may link prenatal acetaminophen (Tylenol) use to autism spectrum disorders in an upcoming report. The selloff was swift and brutal, erasing billions in market value in a matter of hours. But while the headlines fixated on the autism controversy, the real story goes deeper. Kenvue is not only confronting reputation
TOPI believe that was the whole point for spinoff of KVUE. In another world this stock down movement was expected possibly a buying opportunity?
1.55K
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2025-09-10
Alibaba’s Buyback Bet: Why I Believe the Market Is Finally Taking Notice
A rally with substance Alibaba has been steadily buying back its own stock for two years, and investors are finally starting to reward it. The shares are up 78% year-to-date, comfortably beating the Hang Seng Index’s 29% rise. This isn’t just hot money chasing momentum. It reflects a genuine alignment between undervalued fundamentals, management conviction, and shifting analyst sentiment. After years of regulatory setbacks and gloomy narratives, the market seems ready to believe in $Alibaba(BABA)$, $BABA-W(09988)$ again. Alibaba’s rally rises from ashes with conviction and clarity Buybacks that bite When management commits billions to buy back stock, it’s not charity—it’s a signal. Alibaba has retired ar
TOPIncredible analysis! Love the insights! [Heart]
2.15K
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2025-09-10
As someone observing the recent news about AppLovin $AppLovin Corporation(APP)$
TOPAppLovin's ad tech looks solid for long haul, Robinhood still a meme rollercoaster
1.56K
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2025-09-10
I'm intrigued by the recent 70% surge in Nebius $NEBIUS(NBIS)$ stock, especially with the announcement of a $19.4B multi-year deal with Microsoft $Microsoft(MSFT)$
TOPClearly NVDA is manipulated along with weak hands being shook out. NVDA should easily be 200+ right now. ....Patience will pay off.
544
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2025-09-10
Daily Charts - NBIS forms a God Candle after signing a $17.4 Billion deal with MSFT
1.Nebius Group $NEBIUS(NBIS)$ forms a God Candle after signing a $17.4 Billion deal to provide Microsoft $Microsoft(MSFT)$ with AI infrastructure 📈📈A stock chart displaying the price movement of Nebius Group (NBIS) over time, with candlestick patterns and a green oval highlighting a significant upward spike. The chart includes a timeline from January to September 2024, price levels ranging from 20.00 to 100.00, and indicators like volume and moving averages. Text overlays show "Nebius Group N.V. (NBIS)", "Daily", and "1 Year".2.UnitedHealth $UnitedHealth(UNH)$ jumps to highest price in 4 months 📈📈Image3.U.S. Housing Market 39 of the Top 50 U.S. Metros have seen mo