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1.03K
General
WeChats
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09-20
📈 Wells Fargo Lifts S&P 500 Target — Rally Just Warming Up, or Already Priced In? 🔥 Wall Street just turned more bullish. Wells Fargo raised its year-end 2025 S&P 500 target to 6,600–6,800, up from its prior forecast of 6,300–6,500. That implies +4% upside from here — small in absolute terms, but significant when the index is already flirting with all-time highs. For some, this call confirms the bull run has more legs. For others, it’s the classic late-cycle optimism that often signals… the top. So which camp are you in? 🤔 --- 💡 Why the Upgrade Now? Wells Fargo points to two key catalysts: Fed easing: Markets expect at least one 25bps cut this year, with a second possible if inflation keeps sliding. Lower borrowing costs lift valuations and spur risk appetite. Earnings resilience:
📈 Wells Fargo Lifts S&P 500 Target — Rally Just Warming Up, or Already Priced In? 🔥 Wall Street just turned more bullish. Wells Fargo raised its ye...
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1.75K
General
WeChats
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09-20
📊 ETFs Outnumber US Stocks! Easy Investing or Hidden Risks? 🤔 For the first time in history, the U.S. now lists more ETFs (4,370) than individual stocks (4,172). That’s a milestone with symbolic weight: there are now more baskets of stocks than there are stocks themselves. ETFs aren’t just a tool anymore — they’ve become the default vehicle for investors, managing nearly $12 trillion in assets. But here’s the dilemma: does this ETF boom make investing safer, or does it create new blind spots? --- 🚀 From Sidelined to Center Stage When the SPDR S&P 500 ETF (SPY) launched in 1993, few imagined ETFs would reshape investing. Back then, ETFs were niche, mostly used by institutions for hedging. Fast forward to today: ETFs dominate trading volumes. Retail investors often buy ETFs before touchi
📊 ETFs Outnumber US Stocks! Easy Investing or Hidden Risks? 🤔 For the first time in history, the U.S. now lists more ETFs (4,370) than individual s...
TOPNancyZhang: Wow, what an insightful look into ETFs! [Great]
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992
General
Lanceljx
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09-20
I would rather hold Tesla (TSLA) for 10 years than cut myself off from NVIDIA (NVDA) forever—both are innovation leaders, but Tesla has the potential to evolve into a diversified tech-transport-energy giant. I would rather buy the dip weekly than restrict myself to only index funds. While index funds are safe and proven, taking tactical positions in strong growth names offers both learning and alpha. I would rather watch Apple go 10x without owning than baghold AMC for 5 years—opportunity cost hurts less than guaranteed stagnation. I would rather trade once a year than stare at charts for 10 hours daily; discipline and long-term conviction outweigh constant noise. Finally, I would rather be Buffett with steady gains than Cathie Wood with wild swings—longevity and compounding win over hype
I would rather hold Tesla (TSLA) for 10 years than cut myself off from NVIDIA (NVDA) forever—both are innovation leaders, but Tesla has the potenti...
TOPMegan Barnard: Buffett vs Wood—what if Wood’s “hype” becomes Buffett’s “value” later?
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General
Lanceljx
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09-20
$Intel(INTC)$   What we know / strategic implications Nvidia is investing $5B into Intel common stock at $23.28/share, acquiring ~4% after issuance of new shares.  The deal involves Intel producing custom x86 CPUs for Nvidia’s data center AI infrastructure; and jointly developing “x86 RTX SoCs” (i.e. integrated CPU + GPU) for PCs.  Foundry (contract chip manufacturing for others) is not included in Nvidia shifting wafer production to Intel under this deal; Nvidia will continue using its existing fabs (e.g., TSMC).  Intel has been under pressure: operating losses historically; negative EPS; undergoing cost control efforts; needing to prove that its manufacturing process and delivery can compete.  --- My answers to your
$Intel(INTC)$ What we know / strategic implications Nvidia is investing $5B into Intel common stock at $23.28/share, acquiring ~4% after issuance o...
TOPLeilaLynch: This insight is invaluable! Great job! [Applaud]
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1.43K
General
Subramanyan
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09-20
$Intel(INTC)$   1. ls Intel still a buy at $30?: I suspected it would slip back but still be in the vicinity of $27-30 and it already did touch sub-30 levels yesterday. I believe it is a buy in the arw between 27-30. 2. How will nvidia investment affect Intel in longterm?: see it as a positive development and give an option to Intel to stabilise.  3. The next target price is $40?: very much, may be by 2025 end. 4. With only 116.2B market cap, how many upside is left?: Intel has been in the region of $60 in the past - early 2022. With that I mind, I do see it touching that levels by 2026 end likely assuming Intel plays its cards well.
$Intel(INTC)$ 1. ls Intel still a buy at $30?: I suspected it would slip back but still be in the vicinity of $27-30 and it already did touch sub-3...
TOPSubramanyan: In my opinion, the US Govt might want to prop it the way it did with $Palantir Technologies Inc.(PLTR)$ . And future strategy will lie in aligning with the likes of $NVIDIA(NVDA)$ rather than go about on its own.
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1.34K
General
WeChats
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09-20
🚗 NIO Rallies 5 Days Straight! Is $8.50 Just the Start? NIO is back in the fast lane. The stock has notched five straight green sessions, hitting fresh year highs after UBS upgraded from “Neutral” to “Buy” with a PT of $8.50 (up from $6.20). Citi had already thrown in its own bullish call earlier, giving NIO something it hasn’t had in months — Wall Street momentum. Adding to the drama, NIO closed a $1B equity raise at $5.57 per ADR (HK$43.36 per Class A share). Instead of tanking on dilution fears, shares ripped higher. For bulls, that’s a sign investors now see NIO’s fundraise as growth capital rather than a cash-burn warning. --- 📊 Why This Rally Feels Different 1. Analysts shifting tone: Dual upgrades from UBS and Citi suggest institutions believe NIO is stabilising after a rough patch.
🚗 NIO Rallies 5 Days Straight! Is $8.50 Just the Start? NIO is back in the fast lane. The stock has notched five straight green sessions, hitting f...
TOPkookz: It's exciting to see momentum shift for NIO
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1.24K
General
WeChats
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09-20
$Oracle(ORCL)$   🌀 Oracle’s Flywheel Spinning Faster: Can TikTok Push $ORCL to $350? 🚀 Oracle ($Oracle(ORCL)$  ) is no longer just the “old-school database company” that many investors once ignored. In 2025, it has reinvented itself as one of Wall Street’s most surprising AI plays. From cloud hosting for OpenAI to fresh speculation about a TikTok stake, Oracle’s narrative is beginning to resemble a flywheel of momentum — where each win spins into the next. The question for investors is simple: does this momentum make $350 realistic, or is the hype cycle peaking? --- 📊 From Legacy Player to AI Contender For years, Oracle lagged behind AWS (Amazon), Azure (Microsoft), and Google Cloud. I
$Oracle(ORCL)$ 🌀 Oracle’s Flywheel Spinning Faster: Can TikTok Push $ORCL to $350? 🚀 Oracle ($Oracle(ORCL)$ ) is no longer just the “old-school dat...
TOPPhyllis Strachey: Flywheel’s real, but TikTok’s a wildcard—would you bet big on DC politics?
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1.09K
General
DoTrading
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09-20

More Momentum: Wall Street Rides to Record Highs

U.S. stocks closed out the week on a high note, with all three major indexes setting new records Friday. NYSE Dow Jones Industrial Average: +0.37% to 46,315.27 (+1.0% weekly) $S&P 500(.SPX)$ : +0.49% to 6,664.36 (+1.2% weekly) $NASDAQ(.IXIC)$ : +0.72% to 22,631.48 (+2.2% weekly) The late-week rally followed President Donald Trump’s call with Chinese leader Xi Jinping, where the two approved a framework for a U.S. version of TikTok. While details remain unresolved, particularly around TikTok’s recommendation algorithm, the tone signaled de-escalation in U.S.-China tensions. BCA Research’s Matt Gertken cautioned that prolonged talks leave room for “unknown geopolitical disruptions” that could derail pr
More Momentum: Wall Street Rides to Record Highs
TOPcatandbull: Wow, what a fantastic summary! 🚀👏
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1.03K
General
RocketBull
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09-20
🚨🚨As of September 20, 2025, the global market landscape is defined by a mix of cautious optimism and persistent volatility, driven by shifting monetary policies, ongoing macroeconomic developments, and key corporate news. Key Highlights:  * Monetary Policy and Inflation: The market is highly attuned to signals from central banks, particularly the U.S. Federal Reserve, which is widely expected to begin cutting interest rates in the coming months. This anticipation, fueled by a cooling U.S. labor market and some signs of moderating inflation, is a key driver of investor sentiment. However, some inflationary pressures, particularly from resurfacing tariffs, are still a concern.  * Equities: Equity markets, particularly in the U.S., have been on a strong upward trajectory, with the S
🚨🚨As of September 20, 2025, the global market landscape is defined by a mix of cautious optimism and persistent volatility, driven by shifting mone...
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377
General
xc__
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09-20

Dollar's Breaking Point: Fed's Sneaky Rate Slash Exposes Debt Crunch – Time to Bet Big on EM and Gold Plays?

The Federal Reserve's fresh 25-basis-point trim to 4.00%-4.25% isn't your garden-variety tweak – it's a blatant nod to Uncle Sam's ballooning debt pile, clocking in at over $35 trillion and demanding ever-cheaper borrowing costs to stay afloat. With core PCE inflation stubbornly hugging 2.8% and PCE forecasts ticking up to 2.6% for the year, this cut screams fiscal firefighting over economic finesse. Bond yields are dipping, but the real story? It's propping up a government that's spending like it's going out of style, from endless deficits to that fresh $100,000 H-1B fee hike that's got tech lobbying in overdrive. Markets shrugged it off with a yawn – S&P up 0.3%, Nasdaq flirting with records – but dig deeper, and this is the spark for a currency quake. Enter the DXY, the dollar's pul
Dollar's Breaking Point: Fed's Sneaky Rate Slash Exposes Debt Crunch – Time to Bet Big on EM and Gold Plays?
TOPRainy777: Definitely hedging with miners. But I'm carefully watching costs to make sure that they don't eat up all of the rise in the gold price.
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1.48K
Selection
Shernice軒嬣 2000
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09-21

Stocks React to the H1-B Visa Mess

$Infosys(INFY)$   $Intel(INTC)$   $Cognizant Technology Solutions Corp(CTSH)$   Infosys plunged 8% within 30 minutes of the news. Intel, the 9th largest H-1B employer, is caught in the crossfire even though the Trump administration literally bought a 10% stake in them and Nvidia just threw in $5B. Cognizant also took a hit, sliding nearly 5% as investors panicked over how the company will handle higher visa costs. And the reason is clear: Trump just hiked the cost of an H-1B visa to $100,000 per year — a mind-blowing 1,000% increase. With ~85,000 new visas a year, companies are staring at an $8.5 BILLION annual bill. The original plan was even
Stocks React to the H1-B Visa Mess
TOPEnid Bertha: Intel practically getting subsidies after getting 10B from the gov't and 5 Billion to NVDA. INTC will have no financial problem. Gov't makes sure we do not depend on other manufactures like TSMC and Samsung for our electronics in the future.
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1.82K
General
Subramanyan
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09-21
Been there, seen that and worse: done that too! Mine is a case of dualities (1) I tend to stick on to some counters with conviction and not book profits ever and even struggle with tthe thought of making profits there. This helped in counters like  $NVIDIA(NVDA)$ but the same inertia cost me dear in dud counters like  $Trump Media & Technology(DJT)$ and ended up holding a bum for ever. The classic feeling of:  "what if it goes 10x & I miss the run?" has made me hold & watch green turn red. (2) in some other good counters like  $Micron Technology(MU)$, I have made gains but exited too early. Therefore now I am trying to follow a simple rule I made for myself: keep making partial exits to lock in profits from time to time & reenter later at a dip, which
Been there, seen that and worse: done that too! Mine is a case of dualities (1) I tend to stick on to some counters with conviction and not book pr...
TOPMortimer Arthur: I like mu. They seem understated, and yet totally relevant in their business environment. They aren't flashy, just solid. I think if they don't gain after earnings, it will be a market thing... not a Micron thing.
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Shernice軒嬣 2000
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09-21

✨ Burn the Rentier Economy ✨

Singapore’s economy not about creating cool stuff anymore… it’s just about collecting rent rent rent. CapitaLand started the drama, and now every tycoon + foreign investor jumped in with their REITs. They don’t run real businesses, they just run 💸 rent machines. Look at these numbers, sibeh scary: VivoCity under Mapletree Pan Asia Commercial Trust $Mapletree PanAsia Com Tr(N2IU.SI)$  raised rents nearly 30%! Lendlease REIT $Lendlease Reit(JYEU.SI)$  suka-suka hiked retail rents over 25% at one go. Sabana REIT $Sabana Reit(M1GU.SI)$   pushed industrial rents up 27%… just in one quarter?! This is not growth hor. This is pure e
✨ Burn the Rentier Economy ✨
TOPJo Betsy: Rent hikes are wild, but isn’t supply crunch the real culprit here?
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2.19K
General
Sporeshare
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09-21
$UOB(U11.SI)$   CHART WISE,  BEARISH MODE! I think worst than Dbs chart patterns!  20th September 2025: Chart wise, bearish mode! If the recent low of 34.50 cannot hold, it would be very negative and she may fall further towards 34 than 33.70 and 33.00 and below! Not a call to buy or sell! Pls dyodd. 17th September 2025: The market is marking time! If Fed gives a dovish tone more rate cuts is coming then bank may drop at a higher speed! Pls dyodd. She may go down to test 34.29 than 34 and 33.70. 9th September 2025: Uob bank - the chance of having rate cut on 17th September Fed meeting is very high. Bank may see further weakness! The bank in fact has been staying at the peak level for a longer period, I think we may see a major cor
$UOB(U11.SI)$ CHART WISE, BEARISH MODE! I think worst than Dbs chart patterns! 20th September 2025: Chart wise, bearish mode! If the recent low of ...
TOPReg Ford: U11.SI to 30/28? I’ll wait,no rush to catch a falling stock!
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2.06K
General
MHh
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09-21
Definitely greed that stops one from taking profits. So, I have stopped trying to chase 10x opportunities. Every gain is a gain; better to gain less than to be a bag holder. I typically lock in gains when I see sharp rise in the stock price or when my absolute profit has hit a certain amount. Of course, I still have many times when I regret selling too early or too late. I recently sold of aunty Jenny at 165 but it rose to 180. I was glad that it has now slid back for me to re-ente my position. However, it is not the same for my trip.com because I sold it below 600 and it broke through it. Vision on hindsight is always 20/20. I regretted not taking profit when UNH was $350 because it has not hit my set profit yet. However, I do believe that it still has much room to grow so I will have the
Definitely greed that stops one from taking profits. So, I have stopped trying to chase 10x opportunities. Every gain is a gain; better to gain les...
TOPNorton Rebecca: UNH missed $350 profit? Its room to grow makes waiting worth it!
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1.47K
General
Isleigh
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09-21

🎯 Rate Cut Rally or Risky Reversal? 3 Stocks on the Edge This Week

$Circle Internet Corp.(CRCL)$   $Eightco Holdings Inc.(ORBS)$   $Rezolve AI(RZLV)$   As markets digest the Fed's dovish stance and easing trade tensions, the tone heading into next week is cautiously bullish. With a potential 25bps rate cut confirmed and another hinted by year-end, liquidity-sensitive plays are back on the radar—but this rally isn't uniform.  Here's what to watch: 🔥 $CRCL – Compression Ready? After a brutal drawdown from its $189 highs, $CRCL is showing signs of accumulation near the $148–152 support zone. With volatility compressing and AI sentiment still alive, a breakout above $160 could signal short-term momentum. Traders
🎯 Rate Cut Rally or Risky Reversal? 3 Stocks on the Edge This Week
TOPWernerBilly: Exciting insights! Ready for the week ahead! [Wow]
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1.75K
General
Isleigh
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09-21

💰 What's Really Keeping You From Taking Profits? It’s Not Just Greed — It's the Macro Noise

We've all been there: you're in green territory, up 30%, 50%, maybe more... but you freeze.“What if the Fed cuts rates next week? What if this is just the start?” Then the rally stalls. News drops. You're back to breakeven — or worse. 📉 Macro Confusion → Profit Paralysis The desire for more is amplified when macro headlines paint a bullish picture. Rate cut optimism, a cooling CPI, or dovish Fed talk—these make us believe there's "room to run." But here's the truth: markets move ahead of the news. By the time macro tailwinds are priced in, the smart money is already trimming. 🔬 Micro Signals Often Say“Take the Bag” Look at the individual names. If volume wanes, insiders sell, or earnings beat but forward guidance dips—that's your sign. Yet many ignore these micro signals while clinging to
💰 What's Really Keeping You From Taking Profits? It’s Not Just Greed — It's the Macro Noise
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1.06K
General
Isleigh
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09-21

NVIDIA x Intel: The $5B AI Alliance That Could Redefine Chip Wars

$Intel(INTC)$   This partnership is more than just a $5B headline — it's a calculated convergence of CPU and GPU giants to meet the growing demand for AI compute. Intel’s custom x86 chips manufactured for NVIDIA's data centers signal a new playbook: vertical integration without full acquisition. This allows NVIDIA to scale AI infrastructure faster, while Intel monetizes its underutilized foundry capacity. Is Intel still a buy at $30? Yes — but selectively. At $30, Intel is no longer deep value, but the long-term narrative has shifted. It's no longer just about catching up in AI, it's about enabling AI giants like NVIDIA. This deal revives Intel's foundry ambitions, and if executed well, sets up a rerating toward
NVIDIA x Intel: The $5B AI Alliance That Could Redefine Chip Wars
TOP1PC: Nice Sharing 😊 @JC888 @Barcode @Shernice軒嬣 2000 @Shyon @koolgal @DiAngel @Aqa
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2.18K
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Isleigh
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09-21

Palantir's Crown Jewel? Why This UK Deal May Be Just the Beginning

$Palantir Technologies Inc.(PLTR)$  Palantir's £1.5B UK government contract isn't just another headline—it's a validation of the company's shift from speculative growth to institutional trust. This 5-year extension by the U.K. military signals one thing: Palantir’s software is becoming mission-critical. That's not just bullish—it's foundational. With shares up 134% YTD and currently consolidating around $182, the big question is: is there still room to run? I believe yes, and here's why. 1. The Macro Winds Favor Palantir. As governments worldwide ramp up digital defense infrastructure in the face of cyber threats and geopolitical instability, defense-focused AI and analytics platforms are gaining priority. The US, NA
Palantir's Crown Jewel? Why This UK Deal May Be Just the Beginning
TOPNorton Rebecca: PLTR’s institutional shift is real, but wait for $190 breakout first!
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RocketBull
·
09-21
🚨🚨Market analysis for Sunday, September 21, 2025, indicates that while markets are closed for the weekend, a number of key factors are expected to influence trading in the coming week. Key Drivers and Themes:  * US-India Trade and H-1B Visa Fee Hike: A new proclamation from the US imposing a one-time $100,000 fee on new H-1B visa applications has created jitters, particularly for the Indian tech sector. There is also anticipation around upcoming trade talks between the two countries.  * Federal Reserve Policy: Following a recent interest rate cut by the US Federal Reserve, markets are pricing in expectations for more rate reductions in the future. This dovish stance is seen as a key driver for market liquidity and has contributed to a rally in equities.  * Foreign Investment
🚨🚨Market analysis for Sunday, September 21, 2025, indicates that while markets are closed for the weekend, a number of key factors are expected to ...
TOPMarsBloom: This analysis highlights crucial factors that will shape the upcoming week.
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