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09-26
$Roundhill Magnificent Seven ETF(MAGS)$ $NVIDIA(NVDA)$ $Microsoft(MSFT)$ 🔥⚡️📉 $MAGS Breaking AI Illusion: Data Center Surge vs Crash Risk 📉⚡️🔥 I’m convinced we’re staring at one of the most fragile market constructs in history. The bubble hasn’t burst yet because investors haven’t fully digested the brutal math: the highest valuations in history imply the lowest expected future returns in history. Crashes don’t come from nowhere; they come when risk-aversion collides with a market priced as if risk doesn’t exist. AI-linked equities are the epicenter. Since ChatGPT’s launch in November 2022, they’ve accounted for 75% of S&P 500 returns, 80% of earnings growth,
TOPQueengirlypops: Man this breakdown talk feels so real. Seeing data centers outspend office buildings is wild, and if $NVDA or $MSFT crack under that pressure the whole $MAGS structure looks shaky. I’m watching that $62 zone like a tripwire that flips the whole vibe
1.60K
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09-26
$MEDIROM Healthcare Technologies, Inc.(MRM)$
TOPMRM hit target! 200-country launch! It’ll rival Google,huge win, so excited!
776
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09-26
Carnival (CCL) Earnings Continued Strength Driven By Robust Travel Demand
$Carnival(CCL)$ is expected to release their earnings report on September 29, 2025, before the market open. Adjusted Earnings Per Share (EPS) (Consensus): Approximately $1.31 (up from $1.27 in Q3 2024, a growth of about 3.2%). Note: The company's own June guidance was $1.30. Revenue (Consensus): Approximately $8.05 - $8.1 billion (up roughly 2.0% - 2.2% year-over-year). Carnival (CCL) Fiscal Q2 2025 Earnings Summary Carnival Corporation delivered an exceptionally strong second quarter, significantly outperforming its prior guidance and demonstrating robust demand and improved operational efficiency. Key Financial Highlights: Adjusted Net Income (Profit): More than tripled year-over-year to $470 million, or $0.35 Adjusted EPS, beating the company's
TOPPre earnings bottom was put in today and CCL should move up to 31-32 by Friday and 34-35 after earnings on Monday.
1.04K
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09-26
several companies gains have been even higher
The recent investment ideas presented in my premium content have anticipated bullish moves for several companies. The percentage gains versus the day of the publication are as follows: $Broadcom(AVGO)$ : +11% $Taiwan Semiconductor Manufacturing(TSM)$ : +21% $AppLovin Corporation(APP)$ : +12.5% $DoorDash, Inc.(DASH)$ : +2.0% $Robinhood(HOOD)$ : +8.5% $Uber(UBER)$ : +6.5% $UnitedHealth(UNH)$ : +17.3%Some of those gains include a pullback in progress, meaning that the gains have been even higher. I p
1.96K
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09-26
Singapore Retail Focused REITs Comparison @ 21 September 2025
$Lendlease Reit(JYEU.SI)$ $CapLand IntCom T(C38U.SI)$ $Frasers Cpt Tr(J69U.SI)$ $StarhillGbl Reit(P40U.SI)$ Below is a comparison using the latest data from comparison tables on S-REITs Comparison page. The most favorable figures are marked in blue and given a +1 score, while the least favorable are in red with a -1 score. The highest score in each category determines the winner. Note that this is a simple comparison without weightage assigned to each figure. Image Generated by Google AI Studio Fundamental Overview, Related Parties Shareholding
TOPSolid analysis! How does Lendlease's debt profile stack up against Frasers in your view?
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09-26
SPX - Don't rule out bearish continuation
$S&P 500(.SPX)$ : The 5DMA was tested on Tuesday, the 10DMA on Wednesday, and the 20DMA can be considered touched on Thursday, this time with a bullish intra-day reversal. So that was all the pullback? Not necessarily, I checked two oscillators: Williams%R as the fastest one, it is not as oversold as in recent pullbacks, and the MACD is setting a bearish crossover.For those reasons, don't rule out bearish continuation, and if there is a bounce, key support that became resistance must be recovered. A chart displaying the S&P 500 (SPX) daily price movements with green and red candlesticks. Multiple moving average lines in blue, green, and purple overlay the chart, labeled 5 DMA, 10 DMA, and 20 DMA. A MACD indicator and Williams%R oscillator
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09-26
LYFT & ORCL Under Pressure
1. $Lyft, Inc.(LYFT)$ Don't forget, Lyft has a phenomenal balance sheet. Could come in handy as companies experiment with AV business models.Image2. $Oracle(ORCL)$ I hate to be a stickler for details, but how exactly is Oracle going to afford Tiktok & ~$300 billion in data centers? The balance sheet is a mess already! 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. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉
1.62K
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09-26
13 stocks in my portfolio
I own 13 stocks in my portfolio. Here's when I bought each one and here's how much the share price has gone up since I first made a purchase.Note that this is different to the portfolio's return, as there have been additional buys since, as the portfolio has expanded. $Applied Materials(AMAT)$ has only recently gone green. It's been in the red for most of the 2 years I've held it! I kept holding as it's one of the highest quality companies I've found. $NVIDIA(NVDA)$ $Cadence Design(CDNS)$ $Constellation Software, Inc.(CNSWY)$ $MasterCard(MA)$
891
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09-26
DJI was the clear laggard heading into the 2 most bearish months of the year
$Dow Jones(.DJI)$ was the clear laggard heading into the 2 most bearish months of the year.Yet I favored a multi-month rally seeing rotation into Dow Jones targeting 46,500 🎯Just over a month later, DJI reached that target in the expected time frame ✅Elliott Wave 2.0 at work. $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ For 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
918
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09-26
SPX closed below 6624 = sell signal
$S&P 500(.SPX)$ closed below 6624 = sell signal 🚨Price already tagged 6580–6556 support + target, so risk is for a corrective bounce into 6618–6645 resistance Though a bounce should set up for another leg lower.Bias: Next Day → Neutral | Next Week → Bearish $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2512(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2512(NQmain)$ $Dow Jones(.DJI)$ $E-mini Dow Jones -
2.89K
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09-26
Up 30% in September—can Micron still be chased higher?
Micron earnings summary:Fiscal Q4 beat across the board, with standout gross margin performance expected to persist into 2026.Strength driven primarily by DRAM: revenue $8.98B, up 27% YoY.DRAM ASPs saw low double-digit QoQ gains; NAND ASPs saw high single-digit QoQ gains.Q1 guidance far above consensus, driven by ongoing improvements in pricing, cost, and product mix.The company raised FY EPS outlook and increased capex plans to expand DRAM capacity.How to assess:Micron is in a powerful AI-driven upcycle.Management expects the DRAM market to become “even tighter” in calendar 2026.Tight supply should further support pricing and profitability.At $170, on a traditional memory valuation basis, MU is approaching peak multiples.On a 2.6x projected calendar-2026 P/B framework, fair value computes
TOPStop checking $MU this week and go get some champagne. Next week, it’s set to pick up. This week, MMs are working hard to squeeze out all the heavy calls.
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1.78K
3.67K
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09-25
Micron and the Memory Game: Cash Today, AI Tomorrow
Navigating Micron Technology's Financial Dynamics Amidst AI-Driven Growth I’ve always thought of Micron Technology as that kid at school who spent their lunch money on fancy stationery—looked impressive, but often left hungry. Today, despite record-breaking revenues and a share price that’s made holders giddy (up 92% year-to-date and 229% over three years), Micron’s financials reveal a similar tension. It’s generating eye-watering profits, yet its free cash flow is still negative thanks to its voracious appetite for capital expenditure. In an AI-fuelled market where memory is king, $Micron Technology(MU)$ is simultaneously basking in the limelight and juggling the bills backstage. Micron’s riches shimmer, but free cash still slips away Record Result
TOPMU’s negative FCF is intentional—HBM spend now = market share later, no debate.
3.19K
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09-25
If 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 compoun
TOPTotally get it! $20k dinner only works if it unlocks bigger opportunities,else, diversification’s smarter.
2.93K
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09-25
Tesla's Delivery Tsunami: 475K Q3 Bombshell Ignites $500 Sprint – $488 Eclipse Incoming?
$Tesla Motors(TSLA)$ Wall Street's crystal ball just shattered—Goldman and UBS cranked Tesla's Q3 deliveries to 475,000 units, torching consensus by 8% and whispering records louder than a Cybertruck exhaust note. That's no fluke; it's the IRA tax credit frenzy sucking in buyers before the September 30 cliff, layered with Model Y refreshes and China registrations spiking like a viral meme. Shares? Up 4% to $442.79 close, momentum coiling for a breakout that could make 2021's $488 peak look like a speed bump. Wolfe Research piles on, eyeing upside surprises that flip the script on EV slowdown fears. Surpassing $488? Lock in Q4 2025—Piper Sandler's fresh $500 target screams it, fueled by Robotaxi unveilings and FSD v13 rolling out unsupervised auton
TOP$548 target’s bold, but where’s the profit growth to back that valuation?
2.54K
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09-25
$JD.com(JD)$ $Alibaba(BABA)$ 🐉🔥📊 $JD Options Surge Targeting $40.45 Breakout 🚀🤖 40M shares sit at risk for delivery as $JD rockets toward the $40 strike. Today’s 77K contracts at Jan 26 $40 calls drove open interest to 408K, amplifying the squeeze potential. The stock has retested the volume shelf and is now launching higher, with my probability-weighted path pointing to $40.45 at the 618 fib level. AI expansion news and overnight gains confirm momentum. Base case: sustained grind higher, upside: accelerated breakout once $40 is breached. 📊 I opened positions in JD a couple of days ago, now +3.79% as the setup fires exactly on cue. Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀
TOPJD’s +3.79% is nice, but $40 resistance’ll be tough with BABA lagging.
1.95K
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09-25
From $3,800 to $4,000? Gold’s Next Big Move and Silver’s Upside Potential
$SPDR Gold Shares(GLD)$ $iShares Silver Trust(SLV)$ 2025 has emerged as a banner year for precious metals. COMEX gold futures briefly surged to $3,824.60 per ounce before closing at $3,796.90, signaling that the $3,800 threshold is firmly in sight. Silver has outperformed even gold, climbing over 50% year-to-date, fueled by a combination of investor enthusiasm, industrial demand, and macroeconomic uncertainty. These remarkable gains prompt several pressing questions for investors: Will gold continue its meteoric rise toward $4,000 per ounce? Can it continue to outperform traditional risk assets such as equities and bonds? And between gold and silver, which offers more long-term upside potential? The Surge i
TOPYour insights on gold and silver's trajectories are thought-provoking.
1.25K
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09-25
Crypto Chaos Unleashed: Warren Targets Trump Family’s Foreign Deals – Market Ripple or Political Firestorm?
Senator Elizabeth Warren’s bombshell call to probe President Trump’s family over alleged foreign cryptocurrency dealings has sent shockwaves through D.C. and the crypto sphere. Dropped at 11:28 AM +08 today, September 25, 2025, the move targets unverified claims of offshore crypto transactions tied to Trump’s inner circle, potentially involving jurisdictions like the UAE or Switzerland. Bitcoin dipped 1.2% to $65,800 pre-news, now stabilizing at $66,100 as traders parse the political noise, while Ethereum holds steady at $2,650. X posts are ablaze with speculation—@CryptoWhale99 flags a 5% short-term BTC risk if the SEC jumps in, while @MarketPulse sees it as a non-event for blockchain fundamentals. Market Impact? The crypto market’s shrugging so far—total cap sits at $2.4T, per CoinMarket
TOPWarren’s probe = BTC dip chance! Buy at $65,500, target $67k,let’s grab that 3% swing!
2.16K
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09-25
U.S. Stocks Are Not Overvalued: America Stands as the Last Bastion in a Chaotic World
Introduction: Unpacking Powell’s Warning On September 24, 2025, Federal Reserve Chairman Jerome Powell remarked that U.S. stock valuations appear “quite high” by many measures. This statement triggered an immediate drop in the S&P 500, Dow, and Nasdaq, extending recent losses and sparking debates about a potential year-end crash or rally. At first glance, it might seem like a warning of a valuation bubble. However, a deeper look at the global economic landscape suggests Powell’s comment is more a routine caution than a harbinger of collapse. Amid a struggling global economy, volatile cryptocurrencies, and Europe’s political turmoil, U.S. stocks’ “high” valuations reflect a justified premium—America remains the only economy capable of anchoring the world’s capital. This article argues t