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09-24
🌐 Alibaba × Nvidia: Can This AI Partnership Spark a New Era for BABA? 🔥 Introduction – A Forgotten Giant Awakens For years, Alibaba ($Alibaba(BABA)$
TOPMerle Ted: One piece of insurance in the AI industry has is that the any company backs off the gas pedal is probably going see tail lights disappearing through their windshield. The roads too long and wide to stop.
824
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09-24
⚡ ETH Breaks Down! How Low Could BMNR Go This Time? 🚨 Introduction – Sentiment Turns Sour After months of resilience, Ethereum ($ETH) has stumbled. Despite strong fundamentals, ETH is down ~5% this week, with trading volumes plunging more than 30% to $18B daily. Market sentiment is sliding toward caution, with traders leaning into low-volume consolidation rather than fresh breakouts. At the same time, crypto-related stocks haven’t been spared. BMNR fell 10% in a single session, while Coinbase ($COIN) dropped 3%. The big question now: Is this just a healthy pullback — or the start of a deeper correction? --- 1️⃣ Why ETH Struggles Despite Strong Fundamentals Ethereum still has several tailwinds — from Layer-2 scaling to real-world adoption in tokenized assets. But price action is being drive
TOPETH’s fundamentals solid! BMNR’s 10% drop = buying chance if ETH stabilizes!
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09-24
Singapore’s “Buffett” Dinner 💸 S$18,900 for a Meal: Would You Do It?
What can S$18,900 get you in Singapore?Wealth manager Ng Tse Meng chose to spend it in an extraordinary way—on a private dinner with DBS’s new female CEO, Tan Su Shan. This charity auction started at S$13,000 with S$1,000 increments, but Ng went straight to S$18,000. With service fees, the total came to S$18,900.Why did this dinner cost so much?Face-to-face with Tan Su Shan, the “female Buffett,” who manages trillions in assets and grew her wealth management business by 20% annually.She’s $DBS(D05.SI)$ first female CEO, wielding unmatched political and business influence in Singapore.An intimate six-person dinner at the National Gallery, with top-notch Peranakan cuisine.Even wealthy people don’t spend money randomly—this dinner has investment va
TOPIf I were as wealthy as Ng, spending S$20,000 on a high-value networking dinner would depend on its strategic return. If the dinner gave access to decision-makers, policy shapers, or industry leaders that could unlock opportunities worth many times the cost, it could be justified as an investment rather than mere indulgence. However, I would still be cautious—relationships built on transactional dinners are often fragile. With S$18,900 personally, I would prefer diversified uses: allocate a portion to investments (equities, bonds, or REITs), reserve some for professional development or business building (courses, software, networking events with more sustainable ROI), and dedicate a part to meaningful experiences or charitable impact. The balance between personal growth, financial compounding, and social contribution would deliver longer-term value than a dinner event.
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09-24
💰High-Beta ASTS, RGTI Surge >10%; 2× Leveraged ETFs Rocket 20%+
As of September 23, 2025 (ET). A fresh wave of milestones in quantum computing and space infrastructure sent a basket of high-beta names sharply higher, with their 2× leveraged ETFs posting even bigger double-digit gains. Below is a quick snapshot of the day’s moves, followed by an investor-focused note on what drove the rally.1. Performance at a glance (23 Sep 2025)Individual Stocks: $AST SpaceMobile, Inc.(ASTS)$ , $Rigetti Computing(RGTI)$ , $D-Wave Quantum Inc.(QBTS)$ , $Rocket Lab USA, Inc.(RKLB)$ , $Quantum Computing Inc.(QUBT)$ , $Job
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09-24
US Stocks Overvalued?! How to Allocate Portfolios?
Federal Reserve Chair Jerome Powell said in a speech, “US stock valuations are quite high.” Following this remark, the three major U.S. stock indices turned down and extended their losses. $S&P 500(.SPX)$ is indeed expensive now. Its NTM (Next Twelve Months) P/E has now reached 23.64, approaching historical highs. It’s close to last December’s level and not far from the 27x mark in 2020. With valuations at such high levels, any small disturbance could trigger a downturn.However, some believe yesterday’s drop was merely a healthy pullback in a bull market. Against backdrop of heightened sentiment of rate cuts, Powell’s remarks acted like an emergency brake on a rapidly moving market.Powell previous speeches mostly led to sideways movement. Nowa
TOPI think it’s wise to take partial profits now. With valuations stretched and Powell’s remarks reminding us of market froth, trimming some winners helps lock in gains while keeping exposure if the rally continues. It’s less about calling the top and more about managing risk at elevated levels. Yesterday’s pullback looked like a healthy dip, not the start of a big correction. After such a strong run on rate-cut optimism, some cooling is normal. Unless earnings or macro data weaken sharply, the broader uptrend still looks intact, supported by expected liquidity later this year. Given these valuations, I’d stay diversified: core in super-cap tech and large banks, some gold for protection, and value ETFs for stability. I’d still keep a smaller slice in AI growth names as a high-reward bet, ensuring participation in upside while managing downside risks. @Tiger_comments @TigerStars
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09-24
Powell says the stock market valuation is too high, how should option protection be played?
In his first public speech after the Fed announced a rate cut last week, Fed Chairman Jerome Powell continued to leave room for further rate cuts as he did at last week's press conference, hinting at cautious rate cuts in a challenging risk environment. During the question-and-answer session, Powell warned that the stock market valuation was too high, triggering a decline in the U.S. stock market.In his speech on Tuesday, 23rd Eastern Time, Powell once again warned that the Fed's dual missions-full employment and price stability are both threatened, and the risks on both sides mean that there is no risk-free policy path. If interest rate cuts are too large or too fast, it may not be able to limit the control of high inflation and keep inflation above the Fed's 2% target. If monetary tighte
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09-24
Is a Recovery Rally Coming for the US Dollar? Opportunities in Non-Dollar Currencies
Last week’s Federal Reserve interest rate decision went as expected, with no surprises, following the usual course. This resulted in some assets experiencing opposite swings after initial reactions to the news. The US dollar index briefly hit a recent low but then stabilized and rebounded at a key long-term trendline. If this rebound can hold through the rest of the month, the dollar is likely to see a phase of upward repair rally, though the overall large range is unlikely to be broken.The nominal interest rate cut is theoretically bearish for the dollar, but its actual impact has been limited. On one hand, most other central banks are also in the process of easing, so there is no real interest rate gap expectation. On the other, the market had already priced in the Fed’s actions well in
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09-24
Here are 10 High-quality Stocks Having Their Largest Drawdowns
The market is near all-time highs, yet there are still many opportunities.Here are 10 high-quality stocks having their largest drawdowns: 🧵1. $Novo-Nordisk A/S(NVO)$ Forward P/E: 155-year Revenue CAGR: 17%Year-to-date Drawdown: 33%NVO is having one of its largest drawdowns.Three factors contributed to this:- Competition in the weight-loss segment.- Danish Krone's decline against the USD.- Worse than expected trial results.All these factors are about to reverse.Its oral Wegovy performed better than Eli Lilly's oral weight-loss pill, and it'll be launched late this year. USD is also weakening as the Fed cuts rates, which means that the Danish Krone will recover against the USD.I expect it to recover and climb above $100 within the next twelve months.
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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
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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
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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
848
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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
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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
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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
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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
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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
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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.
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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.
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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!
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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.