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2.58K
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ShayBoloor
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2025-09-24

AMZN: AD BUSINESS ALONE IS WORTH ~$400B

Hello everyone！Today i want to share some trading ideas with you!1. $Amazon.com(AMZN)$ AD BUSINESS ALONE IS WORTH ~$400B• $Meta Platforms, Inc.(META)$ trades at 15x EBITDA growing 19%• $Alphabet(GOOGL)$ trades at 16x EBITDA with YouTube ads up 12%• $Trade Desk Inc.(TTD)$ trades at 18x EBITDA growing 17%Amazon’s ad unit is a $61B business growing 20% with 35% margins. At an 18x multiple, that’s about 1/5th of Amazon’s market cap -- before AWS or retail are even counted.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. Tra
AMZN: AD BUSINESS ALONE IS WORTH ~$400B
# AI Companies and Industry DIG
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2.78K
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Jake_Wujastyk
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2025-09-24

APLD, BABA& ETH: Retreat or Recovery?

Hello everyone! Today i want to share some technical analysis with you!1. $APPLIED DIGITAL CORP(APLD)$ Fib extensions are just crazy. Almost a "to the cent" test of the 2.618 extension today. This may be an area of resistance, but if price continues to defy gravity, the 3.618 extension is above at $32.18.Image2. $JD.com(JD)$ I'm just going to keep doing what has proven to work well this year which is combining options flow with high probability technical setups. The complaining is right on queue with what I would expect when the trade doesn't work out exactly as planned. This simply became WAY too over crowded of a trade as many large accounts tried covering it all at once after the initial move below $31 w
APLD, BABA& ETH: Retreat or Recovery?
# Technical Analysis
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EliteOptionsTrader
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2025-09-24

TRADE PLAN for Wednesday ✅

TRADE PLAN for Wednesday ✅ $S&P 500(.SPX)$ weak price action today after stopping under 6700. SPX under 6640 can test 6600 next. I'd avoid calls under 6640 this week.SPX Sept 25 6600P is best under 6440 $Invesco QQQ(QQQ)$ under 597 can test 593,590. I'd avoid calls under 597 this week.QQQ Sept 25 595P is best under 597 $Tesla Motors(TSLA)$ that 440 has been tough the past 2 days. TSLA needs back above 430 to start a bounce now. I'd avoid calls under 430 this weekWe started to see the first signs of weakness today. Is this the start of a deeper pullback or a one day sell off. We'll find out tomorrow. Good luck everyone!! 🫡For whom haven't open CBA can know mor
TRADE PLAN for Wednesday ✅
# Options Hub
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1.15K
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EliteOptionsTrader
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2025-09-24

Breakout Setting Up for $225 By Year-End 📈

$NVIDIA(NVDA)$ has spent the last 3 months consolidating in a tight range after its explosive move earlier this year. A clean breakout above $185 opens the door for a test of $200 and possibly 225 by year end. Future Growth Opportunities$100B OpenAI Investment: Multi-year commitment to build 10GW of AI systems, cementing NVDA’s dominance in model training infrastructureChina Market Re-Entry: H20 chips cleared + new B30A design in the works to maintain presence despite export restrictionsHyperscaler Pipeline: Ongoing demand from MSFT, AMZN, META, GOOGL with multi-billion AI infrastructure ordersBlackwell Ramp: Strong early adoption, with guidance likely to reflect parabolic demand over HopperIntel Partnership: $5B stake in Intel to reinforce supply
Breakout Setting Up for $225 By Year-End 📈
# Options Hub
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1.93K
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Selling For Premium
·
2025-09-24

Option Strategies: CTAS& MU

Hello everyone! Today i want to share some option strategies with you!1.Buy-to-close orders set for tomorrow on $Micron Technology(MU)$ put-write and call-write trades. Hopefully, will capture 99% of the premium as profit.And the best part ... no stress or anxiety because we took conservative strikes that had a high PoP (probability of profit)! 🤑Image2. $Cintas(CTAS)$ releases earnings before market open Wednesday. Expected move is 4.5%.Am looking at strangling this trade with a conservative put-write (naked at $165 strike) and call-write (naked at $240 strike), Sept. 26 expiration.Could go up to the 180 put strike to capture more premium if one is willing to assume the increased risk.ImageFor whom haven't
Option Strategies: CTAS& MU
# Options Hub
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2.18K
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MasterWU
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2025-09-24

GOLD: What Happen with Trump's U Here?

1. $Gold - main 2512(GCmain)$ GOLD ROCKETS To 5K. With Gold setting another high, I post the VLT roadmap for Gold, heading toward $8500, if not higher [Bamboo 188]. Well, it means a lot is going to unravel in-between, even the current dollar-based global financial system. Of course, BTC is another winner.Image2.Trump's U-turn on Russia/Ukraine. See the latest note from $Trump Media & Technology(DJT)$ --that shift of perception/position is as significant & far-reaching to geo-political landscape as you can imagine. It will lead to sea-change of war dynamic & rhetoric, slowly then suddenly spill over to MARKET.A screenshot of a social media post from Donald J. Trump. The post includes text in
GOLD: What Happen with Trump's U Here?
# Macro Trend
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TrendSpider
·
2025-09-24

NVDA, BABA, LAC, OKLO& AAPL Welcome AI Trend Now!

Hello everyone! Today i want to share some technical analysis with you!1.All those Congress buys on $Intel(INTC)$ … and you don’t think they saw the Trump + $NVIDIA(NVDA)$ moves coming? 🧐Image2.Cathie Wood bought 100K shares of $Alibaba(BABA)$ yesterday in her ARK ETFs, first time in 4 years.Bull or Bear?Image3. $Apple(AAPL)$ Price discovery mode loading. Image4. $Oklo Inc.(OKLO)$ Daily RSI about to break the scale 🔥Image5. $Lithium Americas Corp.(LAC)$ is up nearly +100% in after hours 🚀Reports say Trump officials are seeking up to a 10
NVDA, BABA, LAC, OKLO& AAPL Welcome AI Trend Now!
# AI Companies and Industry DIG
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4.64K
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James_Niffler
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2025-09-24

Art or Pollution? The Himalayan Marketing Blunder​ Makes Amer Suffer!

On the summit of the Himalayas, a "Rising Dragon" fireworks display intended as a romantic encounter between art and nature instead ignited a global firestorm of environmental outrage. On September 19, Arc'teryx collaborated with artist Cai Guoqiang to illuminate a fireworks pattern symbolizing the Chinese dragon at an altitude of 5,500 meters on the Tibetan plateau near Shigatse. The slogan proclaimed: "Awaken mountain conservation awareness." But netizens weren't buying it—"An outdoor brand using fireworks to protect nature? Isn't that shooting itself in the foot?" Overnight, the hashtag #ArcTeryxFireworks flooded social media as criticism poured in like an avalanche. The brand apologized, authorities launched an investigation, and its stock price took a tumble.Arc'teryx's move may appea
Art or Pollution? The Himalayan Marketing Blunder​ Makes Amer Suffer!
# 💰Stocks to watch today?(15 May）
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sadsam
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2025-09-24
$BABA-W(09988)$ is leading Hong Kong stocks' rebound today! Soaring to HK$170, its year-end target of HK$210 seems within reach. With AI, delivery, chips—it's fully loaded. Always reliable.
$BABA-W(09988)$ is leading Hong Kong stocks' rebound today! Soaring to HK$170, its year-end target of HK$210 seems within reach. With AI, delivery,...
# Winning Trades
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3.43K
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1moredrink
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2025-09-24
$MEITUAN-W(03690)$ 's next decade: Global expansion & AI models in play, cloud & chips could be next. Robotics & drones are scaling up. Time to boost capital - a $100B fundraiser may be on the horizon.
$MEITUAN-W(03690)$ 's next decade: Global expansion & AI models in play, cloud & chips could be next. Robotics & drones are scaling up. Time to boo...
# Winning Trades
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3.28K
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tothehill
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2025-09-24
$Butong Group(06090)$ The parenting "super-influencer" from Xiaohongshu exploded onto the HKEX! It skyrocketed 44% on its first day, becoming the market's darling. The IPO saw a crazy level of oversubscription from retail investors, raising nearly $100M. I'm bullish on this hot trend!
$Butong Group(06090)$ The parenting "super-influencer" from Xiaohongshu exploded onto the HKEX! It skyrocketed 44% on its first day, becoming the m...
# Winning Trades
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3.78K
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chenobserver
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2025-09-24
$UnitedHealth(UNH)$ 's correction phase is over, with strong overnight fund inflows boosting its technical outlook. As market sentiment turns cautious, this healthcare leader is well-positioned to test $380 this month.
$UnitedHealth(UNH)$ 's correction phase is over, with strong overnight fund inflows boosting its technical outlook. As market sentiment turns cauti...
# Winning Trades
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3.54K
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thinorfat
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2025-09-24
$Trade Desk Inc.(TTD)$ 's trend is clear now—good time to consider entry! Steady growth is ideal; don't sweat minor pullbacks. With two rate cuts expected this year, hitting $60 is just a matter of time.
$Trade Desk Inc.(TTD)$ 's trend is clear now—good time to consider entry! Steady growth is ideal; don't sweat minor pullbacks. With two rate cuts e...
# Winning Trades
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3.98K
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dong123
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2025-09-24
$Quantum Computing Inc.(QUBT)$ 's quantum computing play firing! Daily chart rounding bottom ready to break, policy tailwinds boosting rare asset. High volatility but cutting-edge sector - bullish on breakout!
$Quantum Computing Inc.(QUBT)$ 's quantum computing play firing! Daily chart rounding bottom ready to break, policy tailwinds boosting rare asset. ...
# Winning Trades
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15.90K
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Tiger_Academy
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2025-09-24

CN Assets Pick|13 China ETF Allocation Playbook: Conservative, Balanced, and Aggressive Strategies

China’s equity markets have been heating up. On August 22, the Shanghai Composite Index briefly broke above 3,800, reaching its highest closing level since 2015. On the same day, the total market capitalization of A-shares surpassed RMB 100 trillion for the first time, fueled by record margin financing and strong investor inflows. Turnover surged to nearly RMB 2.8 trillion, underscoring renewed enthusiasm across both institutional and retail investors.Against this backdrop, many investors are asking the same question: How should I gain exposure to China? Should I chase hot themes, or stick to a diversified approach? For most, the practical answer is not to pick individual stocks, but to use Exchange-Traded Funds (ETFs)—a tool that allows broad exposure while managing risk.This note outline
CN Assets Pick|13 China ETF Allocation Playbook: Conservative, Balanced, and Aggressive Strategies
# OpenAI Family Expanding: Is It A Blessing or A Curse?
TOPWernerBilly: Fantastic insights on the China market! [Wow]
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Barcode
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2025-09-23
$Vistra Energy Corp.(VST)$ $Utilities Select Sector SPDR Fund(XLU)$ $NextEra(NEE)$ ⚡🔥📉 Vistra ($VST) Downgrade Sparks Pullback 📉🔥⚡ 💡 Options Flow Ignites Despite Downgrade I’m watching $VST light up the options tape with a 10-day call/put vol ratio of 2.57, sitting in the 95th percentile. Calls dominated into yesterday’s all-time high of $219.73. What’s striking is implied volatility remains cheap; SVI is just 55% and in the 10th percentile, suggesting traders are scooping up bullish exposure at discount levels. 🧾 Jefferies Shift: Buy → Hold Jefferies downgraded $VST to Hold from Buy and trimmed their PT to $230 from $241. The downgrade was framed around the Comanch
$Vistra Energy Corp.(VST)$ $Utilities Select Sector SPDR Fund(XLU)$ $NextEra(NEE)$ ⚡🔥📉 Vistra ($VST) Downgrade Sparks Pullback 📉🔥⚡ 💡 Options Flow I...
# 💰Stocks to watch today?(15 May）
TOPHen Solo: 🔋That SVI in the 10th percentile is telling, it’s rare to see options premiums this cheap right after a record high. It almost mirrors what we saw in $SO after earnings when volatility collapsed and calls exploded. Timing a bounce from $205 support looks logical.
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Shyon
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2025-09-23
I’m keeping my eyes on US banking stocks today — they’re breaking new highs again, and the momentum looks strong $Morgan Stanley(MS)$ $Wells Fargo(WFC)$ . 🚀 I’m leaning toward riding the trend rather than sitting on cash for now. The sector seems to be signaling confidence, and I want to see how far this wave can carry before making any adjustments.
I’m keeping my eyes on US banking stocks today — they’re breaking new highs again, and the momentum looks strong $Morgan Stanley(MS)$ $Wells Fargo(...
# 💰Stocks to watch today?(15 May）
TOPnomadic_m: hey bro, no Chinese posts this week?
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1.68K
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Cedric77
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2025-09-24
Wait and See! Not advisable to 'Chase' at this price and hope it goes higher and higher. If you fomo, can considered to buy in a small number first and observed. Do not all in. As of now,  it is likely in or near the “top of Base / low Bull” region in terms of risk/reward. Much of the upside in a Bull scenario is conditional on contract wins, execution, and stabilization. The stock currently looks more volatile than safe. If you buy now, you're somewhat betting that a Bull-type scenario unfolds. If not, downside is material. Footnote : Rep. Lisa C. McClain bought between US$15,001 and US$50,000 of BigBear.ai stock. Several big institutions hold (and many added) meaningful BBAI positions in Q2-2025, including Vanguard, BlackRock, and a few others who added millions of shares (wort

BigBear.ai Soars 13% on U.S. Navy Collaboration Announcement

Shares of BigBear.ai Holdings (BBAI) are soaring 7.13% in pre-market trading on Tuesday, following the company's announcement of a significant collaboration with SMX to enhance maritime awareness for...
BigBear.ai Soars 13% on U.S. Navy Collaboration Announcement
Wait and See! Not advisable to 'Chase' at this price and hope it goes higher and higher. If you fomo, can considered to buy in a small number first...
TOPMaurice Bertie: Agree,no chasing BBAI! Buy tiny first, watch. All-in’s too risky now.
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Barcode
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2025-09-24
$NVIDIA(NVDA)$ $Naura Technology Group Co.,Ltd.(002371)$ $SMIC HK SDR 5to1(HSMD.SI)$ 🚀📊🤖 China’s NAURA Surges as Huawei Goes Brute Force 🤖📊🚀 🇨🇳 Huawei has unveiled its boldest plan yet: to connect 15,488 Ascend processors, claiming a staggering 62× throughput compared to Nvidia’s NVLink144 system. The catch? Each Ascend chip is just ~6% as powerful as an Nvidia GPU. The strategy is simple: brute force scale. ⚙️ Where does NAURA come in? As China’s premier semiconductor equipment supplier, NAURA is the backbone that enables this vision. The chart shows NAURA breaking above ¥418 with strong volume, riding upper Keltner and Bollinger channels. This is textbook
$NVIDIA(NVDA)$ $Naura Technology Group Co.,Ltd.(002371)$ $SMIC HK SDR 5to1(HSMD.SI)$ 🚀📊🤖 China’s NAURA Surges as Huawei Goes Brute Force 🤖📊🚀 🇨🇳 Huaw...
# Nvidia and Huawei compete in AI chips
TOPTui Jude: ⚙️The Cray parallel you brought up really hit me. That shift toward horizontal scaling is exactly why I think NAURA could see longer term rerating. Watching NVDA pause near $180 while NAURA climbs higher says a lot about where sentiment is rotating.
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Xaddy_Analyst
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2025-09-24

NVIDIA’s $200 AI Boom Ignites as Oracle Fuels the Fire!

NVIDIA has smashed an all-time high, surging to $185.5 after Oracle’s stock rocketed 36%—its biggest gain since 1992—following OpenAI’s $300 billion cloud computing commitment. This deal triggers a dazzling cycle: Oracle leans on NVIDIA’s GPUs, spending billions, while NVIDIA counters with a $100 billion investment in OpenAI, which funnels back to Oracle. With the S&P 500 at 6,620 and tech momentum building, has the AI narrative bubble officially kicked off? Is NVIDIA next in line after Oracle’s surge? Can you still jump on board for a $200 target? Dive into the AI frenzy, explore market shifts, and strategize your next move in this high-stakes loop. The AI Loop: What’s Driving NVIDIA’s Surge? The cycle is electrifying: Stock Spike: Up 3.3% to $185.5, hitting an all-time high, with a 4
NVIDIA’s $200 AI Boom Ignites as Oracle Fuels the Fire!
# OpenAI Family Expanding: Is It A Blessing or A Curse?
TOPMerle Ted: Bears/trolls Nvda will not collapse as long as demand and spending show no weakness. What are we hearing? Are companies cutting back on AI spending or are they increasing?
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