1.48K
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09-25
WANT TO SHARE SOMETHING PERSONAL
$Cboe Volatility Index(VIX)$ Crazy thing a lot of people don’t realize: I don’t have Insta, Snap, or Facebook and haven’t touched any of it in years. This is literally the only account I’ve got -- and I only started it in 2023. So yeah, I’m still kind of new here.The wildest part hasn’t been learning the platform --it’s the trolls. The amount of people hiding behind an icon or fake name just to throw shade is INSANE.And that’s what kills me is I run two fully transparent portfolios here. Growth portfolio is up 410% since inception, small-cap portfolio is up 291%. 15–20 names in each, all visible, all validated by a third party. I’ve put it all out there for anyone to see.I’ve always tried to be transparent about what I own and how it’s performing.
2.44K
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09-25
GOLD: The London Market Continues to be Dominated by Buying!
Hello everyone! Today i want to share some technical analysis with you!1. $Gold - main 2512(GCmain)$ After yesterday's sharp decline, gold has once again broken through 3750! As I explained above, once it breaks through 3750, it will head towards a new all-time high of 3791! The London market continues to be dominated by buying!A financial chart displaying XAUUSD (Gold) price movements over time, with candlestick patterns and red and green lines indicating trends. Horizontal lines mark key price levels at 3713.17 and 3750.00. The chart includes a timestamp from September 2024 and price data on the right side, with values like 37454 and 3791.00. A red trend line traces the price trajectory, and dotted lines highlight resistance and support leve
1.89K
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09-25
Option Strategies: FUBO, BB& COST
Hello everyone! Today i want to share some option strategies with you!1.We're 🎯 this optionselling strangle trade on $Costco(COST)$ :▫️Sell-to-open cash-secured put, strike in the 850-870 range, Oct 3 expiration▫️Sell-to-open naked call, strike at 1080 or higher, Oct 3 expirationExpected move ~4%. Recent high at 1080 and the bottom of the volume cluster drops off at 850.Image2.Am debating whether or not to take put-write trades on $BlackBerry(BB)$ and $Stitch Fix Inc.(SFIX)$ . IV is juicy ... and thus tempting. But, don't really want either of these stocks if assigned.Maybe the best thing to do is just to sit it out. 🤷🏽♂️3.Was hoping that
1.11K
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09-25
TRADE plan for Thursday 📈
$S&P 500(.SPX)$ tested 6640 today and held. If SPX can get back near 6684-6700 we can see a breakout to 6731+ by Friday. Calls can work as long as 6640 holds. $Tesla Motors(TSLA)$ breakout above 440 today. TSLA 450 coming tomorrow. If TSLA can get through 450 we can see 456,465.TSLA Sept 26 455C can work above 445. $CoreWeave, Inc.(CRWV)$ is setting up for a move to 150,167 in the next 2-3 weeks. If CRWC can hold above 130 tomorrow we can see a breakout by early next weekCRWC Sept 26 135C is best above 130The market is still resilient. It's not the time to go short yet. Be patient. Good luck tmrw everyone!!For whom haven't open CBA can know more from below:🏦
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09-25
CRWV: Breakout Setup Heating Up $186 Next, $215 After 🚀
Hello everyone! Today i want to share some trading strategies with you! $CoreWeave, Inc.(CRWV)$ CoreWeave has been consolidating in a down channel for the past 3 months. A clean breakout and weekly close above $138 flips momentum and sets up $186 as the next target. Clearing $186 opens the door for $215 into 2026!Recent DevelopmentsNvidia Buy-Back Deal: $6.3B agreement through 2032 guarantees demand even if direct sales slowOpenAI Contract: $11.9B multi-year deal remains a flagship anchor for growthCore Scientific Acquisition: $9B all-stock deal adds data center assets and reduces leasing costsWeights & Biases: ~$1.7B acquisition integrates developer tooling with CoreWeave’s infrastructureAnalyst Upgrades: PTs raised to $165–$170 citing unmatc
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09-25
PYPL, JPM, RIVN, AMZN& QQQ Welcome Great Upward Momentum!
Hello everyone! Today i want to share some technical analysis with you!1.If tech dips into month-end, pay attention. $Invesco QQQ(QQQ)$ tends to shine at the start of Q4:✅ Highest average return in October: +2.98%✅ Highest win rate in November: 77%Image2. $Amazon.com(AMZN)$ A hard lesson every trader learns:Cheap can always get cheaper. Image3.A close above the trendline and $Rivian Automotive, Inc.(RIVN)$ gets interesting. $Tesla Motors(TSLA)$ EV sympathy tailwind doesn’t hurt either. 🔌Image4. $JPMorgan Chase(JPM)$ Those running the VCP Trend toolkit, this JPM setup is the bluepr
1.77K
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09-25
What Alibaba and Nvidia Partnership Mean For Broader AI Race Dynamics
Alibaba stocks jumped on Wednesday following their leadership pledged to boost spending on AI initiatives and they also announced a software deal with Nvidia (NVDA) to integrate the chip giant's AI development tools used for trading for robotics. In this article I would like to discuss what this partnership mean for the broader AI race dynamics, we will break it down into Alibaba-specific implications, Nvidia’s positioning, and the broader AI race dynamics: Alibaba’s Positioning Commitment to AI Capex: By pledging fresh spending, Alibaba is signaling to investors that it wants to catch up in the AI infrastructure and application race, not just in China but globally. Vertical AI Integration: The deal with Nvidia isn’t just about chips — it’s about integrating software tools for robotics and
TOPValerie Archibald: Money moving out of Nvidia to baba. Nvda is round tripping to keep revenue up. People are waking up
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09-25
Powell's Caution : A Pause on The Rally. Should We Panic Sell Or Stay Calm?
🌟🌟🌟The Fed Chairman Jerome Powell's recent remarks calling equity prices "quite highly valued", have triggered a short term pullback especially in tech stocks. Rate cut expectations have softened and Spot Gold surged to a record high at USD 3800/oz signalling rising risk aversion. However the rally Isn't dead. The S&P500, Nasdaq100 and Dow all hit record highs earlier this week before retreating slightly. Small caps and value stocks are leading the charge with small caps still trading at a 15% discount to fair value. Oracle $Oracle(ORCL)$
TOPYour perspective is refreshing
1.82K
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09-25
BABA: From HOLD to BUY, and increase price target to $180
$Alibaba(BABA)$ (Alibaba to HOLD from BUY) - View on the mid- to long-term trajectory of Alibaba’s AI, cloud, and platform investments remains intact while lifting price target to $180 - Tiger ResearchWe are downgrading Alibaba to HOLD from BUY; However, we believe much of the upside has already been priced in following the sharp recent rally, leaving shares more vulnerable to near-term downside risk.Strong rally YTD / recent momentum. BABA has staged an exceptional run in 2025, with shares up more than 100% YTD and over 40% in the past month. We attribute this outsized move to renewed investor optimism around its AI/cloud pivot following the recent quarterly results, a series of encouraging corporate announcements, and broader improvements in sen
TOPIt's interesting that such a strong run leads to a downgrade.
2.31K
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09-25
Are Alibaba, SMIC, and GDS the leaders in China's AI sector? Why?
$BABA-W(09988)$ , $SMIC(00981)$ and $GDS-SW(09698)$ ore representative companies in the AI industry chain within the Hong Kong stock market.They each hold leading positions in three key segments: AI models/cloud computing, AI chips, and data centers. Together, these three companies form a complete domestic AI industry ecosystem—AI models (Alibaba) → chip manufacturing (SMIC) → computing infrastructure (GDS)—giving them strong strategic positioning.As domestic AI models such as DeepSeek and Tongyi Qianwen gain rapid adoption, the demand for AI computing power continues to grow, and these companies are well-positioned to benefit. Here's the logic:✅ Alibaba: AI
TOPI have sadly sold my GDS just before all these AI triggered rallies, so my AI chain ⛓️💥 is left broken with only BABA and SMIC. Luckily SMIC is doing its job in carrying the burden… looks like we think alike [Silence][Tongue][ShakeHands]
2.31K
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09-25
Behind SMIC's Target Price Hike: AI Inference Chip Orders Flood In, Domestic Substitution Logic Rewr
Key PointsAI Chip Demand Explodes: Chinese cloud service providers and AI chip manufacturers are accelerating the deployment of AI infrastructure, driving dual demand for both mature and advanced process chips. $SMIC(00981)$ SMIC stands to benefit directly: As China's largest and most technologically comprehensive foundry, SMIC will continue to secure incremental orders in areas such as AI inference and edge computing.Valuation Slightly Upward Revised: After raising 2028–2029 earnings forecasts, Goldman Sachs' target price is increased to HK$83.5, implying 13.8% upside potential.Valuation Logic Reassessment: Improved market expectations for the long-term growth of China's semiconductor sector have driven SMIC's forward price-to-earnings ratio up
TOPHow do Americans buy this in Hong Kong if SMIC comes up as "restricted"???
3.44K
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09-25
NVIDIA Partners with Alibaba: VNET/GDS Set to Soar as AI Infrastructure Winners?
Dear fellow investors on Snowball and East Money, As a seasoned forum veteran specializing in Chinese tech and infrastructure stocks, yesterday's bombshell announcement from $Alibaba(BABA)$at the Yunqi Conference—a staggering AI investment plan exceeding 380 billion yuan, coupled with a deep robotics AI collaboration with NVIDIA—has ignited market sentiment.BABA shares surged 8% on the news, and even more remarkably, the two IDC giants $VNET Group(VNET)$and $GDS Holdings Ltd(GDS)$ soared 13% and 9% respectively—a classic case of "misery loves company" synergy. As infrastructure beneficiaries riding the AI wave, these
TOPPartnership with Nvidia is huge, BABA will get a nice piece of the AI pie. I just hope the flavour isn't hallucinated.
1.65K
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09-25
Alibaba has hit a new high in more than four years, what strategy should be used to hedge?
The artificial intelligence (AI) investment boom is creating a peculiar new algorithm in the stock market: large-scale AI investment plans can bring market value growth returns that far exceed the amount invested.On Monday, Nvidia announced that it planned to invest as much as US $100 billion in OpenAI. The stock price closed up 3.9% that day, a record high. Two days later, Alibaba announced additional AI capital expenditures, and Alibaba's U.S. stocks rose sharply. They once rose 10.5% during the session and closed up about 8.2%, a new high in more than four years. Judging from the stock price trends of the two giants, the market seems to have set up an instant reward mechanism for heavy investment in the AI field.Within three trading days of announcing plans to acquire a $5 billion stake
22.31K
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09-25
Why I'm Bullish on BABA Heading into the ASI Boom?
If you're keeping tabs on the tech giants reshaping the world, $Alibaba(BABA)$ just dropped some game-changing news at its 2025 Apsara Conference. As someone who's been tracking Chinese e-commerce and cloud plays for years, I see this as a pivotal moment. The company is ramping up its bets on artificial superintelligence (ASI), and it's got me convinced that BABA remains a solid buy. Let me break it down for you—starting with the big picture, then diving into the upgrades, growth drivers, and numbers. I'll wrap up with potential pitfalls, but spoiler: the upside looks compelling. $BABA-W(09988)$ The Big Bet on ASI: Alibaba's Vision for the FutureLet's kick off with the conference highlights. Alibaba Clou
TOPAnt finance is a game changer too, until China said it isn't. So for me, I will not touch any company that is under any authoritarian government influence, no matter how good the news is. Period.
2.17K
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09-24
$TIGR 20250926 9.5 PUT$ Selling put option to earn premium and intend to buy back the share at fhis price
TOPSelling TIGR $9.5 puts for premium’s solid—locks in a good entry if it drops.
818
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09-24
$BABA 20251010 132.0 CALL$ Baba AI investment is looking solid.
695
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09-24
$AtlasClear(ATCH)$ Getting out at $0.75
4.39K
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09-24
$Opendoor Technologies Inc(OPEN)$ made a grave mistake to buy @ high , should put all eggs into one basket
TOPAll eggs in OPEN? Bad call,high buys mean big losses, cut losses fast!
969
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09-24
$OPEN 20251003 7.0 CALL$ instead of offloading my shares, I would rather hold my shares and sell weeklies!
TOPOPEN’s Q2 revenue missed—do you think weekly premiums’ll cover potential share drops?
1.16K
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09-24
$FUTU 20251017 100.0 PUT$ Tq futu for the pocket $[Lovely]