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985
General
MHh
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2025-09-27
She is definitely one with convictions and sticks to them. She chases after the few companies that could offer outsized returns. There is no speculation here. She has a rubic and a team that researches extensively to increase their win rate. In this regard of doing homework and only investing in companies that one has strong convictions and understanding of would make me agree with her style. The minor point would be she is aggressive and definitely a risk taker and her appetite for risk is beyond mine. I used to just buy ARK but also realise that the potential drawdown is not what I prefer to have. I am a relatively conservative investor so I go with thematic ETFs that is less actively managed. I think the queen of stocks is definitely cathie wood. The suspicion that Nancy pelosi does i
She is definitely one with convictions and sticks to them. She chases after the few companies that could offer outsized returns. There is no specul...
TOPvibzee: It's refreshing to see someone who values research and conviction
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MHh
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2025-09-27
I think for retail investors, the safest strategy is still buying low and selling high or even easier would be to buy ETFs and continually average down to hold for the longer term. Of course, if valuation is high, it might be wise to take profit and average down again on dips. In this sense, rules 1,4 and 6 would apply. I agree most with rule 6 because it is important to learn when to sell in the rally and be brave enough to average down during dips. There must always be sufficient cash on hand to buy the dips yet not being too heavily stuck with cash. Thus, selling when the market is strong would free up cash and allow deployment during dips. For me, ETFs are the best for me and not too volatile that I would need to keep my eyes glued to the market. My one stock would be VTI that trac
I think for retail investors, the safest strategy is still buying low and selling high or even easier would be to buy ETFs and continually average ...
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1.87K
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DoTrading
·
2025-09-27

Becoming Complicated: Inflation Stays Stubborn, Markets Hesitate

U.S. stocks ended a three-day losing streak on Friday, but it wasn’t enough to salvage the week. The Dow Jones Industrial Average slipped 0.2%, the $S&P 500(.SPX)$ lost 0.3%, and the $NASDAQ(.IXIC)$ fell 0.7% over the five-day stretch. $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Apple(AAPL)$ Inflation Edges Higher Inflation The Fed’s preferred inflation gauge- the Personal Consumption Expenditures Price Index (PCE)- rose for the fourth consecutive month in August. Headline PCE increased 0.3% month-over-month, pushing annual inflation to 2.7%, while core PCE held steady at 2.9%. Th
Becoming Complicated: Inflation Stays Stubborn, Markets Hesitate
TOPValerie Archibald: XLP is hated by WS right now. All the money going into AI and tech
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3.96K
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KYHBKO
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2025-09-27

MIT - 95% of Generative AI projects are failing to deliver meaningful results despite $44 billion investment (27Sep2025)

The AI Hype vs. Reality: MIT Study Signals a Need for Strategic Focus Source: Forbes article A recent MIT study, “The GenAI Divide: State of AI in Business 2025,” reveals a sobering truth: 95% of generative AI projects are failing to deliver meaningful results despite $44 billion invested in AI startups and tools in the first half of 2025. This gap between hype and impact demands a strategic rethink for the AI industry. Why Projects Fail The study identifies a “learning gap” as a core issue, with enterprises deploying off-the-shelf AI models misaligned with specific business needs. Over half of AI budgets are squandered on low-impact areas like sales and marketing, while high-value domains like logistics and R&D are underutilised. Worker scepticism is rampant—62% view AI as overhyped—l
MIT - 95% of Generative AI projects are failing to deliver meaningful results despite $44 billion investment (27Sep2025)
TOPMR_Wu: Wow, such an eye-opening analysis! [Wow]
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Barcode
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2025-09-28
$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first went public 53 years ago today? When Dr. Lisa Su became CEO in October 2014, the stock traded around $3. Last Friday, AMD closed at $159. Over that decade, AMD has transformed from a PC underdog into an AI infrastructure leader. And with global AI chip demand projected to hit $500B by 2028, I see AMD repricing toward $620 by 2026. 🎯 Structural Growth Drivers in AI and Data Center Q2 2025 delivered a record $7.7B in revenue (+32% YoY), with net income of $872M (54c/share). Free cash flow surged +198%, reinforcing financial flexibility, while cash and investments
$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ 🔥🚀📈 AMD’s $500B AI TAM Opportunity: Why $159 Today Points to $620 by 2026 📊⚡️💡 Did you know AMD first w...
TOPTui Jude: 🔬The $188 fair value versus the $620 projection is fascinating. I like how you framed it with both P/E and EV/EBITDA. It reminds me of when $MSFT looked expensive in 2016 yet had hidden leverage in Azure that redefined the multiple.
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koolgal
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2025-09-28
🌟🌟🌟Cathie Wood stands for bold conviction , disruptive innovation and the kind of optimism that makes you believe that Tesla will colonise Mars and CRISPR will cure heartbreak. Cathie Wood is the high priestess of active growth investing .  She worships at the altar of genomics , AI and blockchain.  Her ARK Funds are like sci fi novels turned portfolios - thrilling , volatile and occasionally tear inducing. Now if we are crowning the Queen of Stocks Cathie Wood vs Nancy Pelosi? Cathie Wood : Visionary Oracle , riding waves of innovation . Nancy Pelosi:  The Stealth Strategist .  Her trades are legendary , her timing uncanny. If Cathie is the queen of dreams, Nancy is the queen of whispers - her portfolio moves like a shadow in the night and somehow lands in the green.
🌟🌟🌟Cathie Wood stands for bold conviction , disruptive innovation and the kind of optimism that makes you believe that Tesla will colonise Mars and...
TOPCareyDunlop: Wow, such a fantastic comparison! [WOW]
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Cedric77
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2025-09-28
Next Palantir or not? Or equate Palantir to Bitcoin and BigBear to Etherium? The One & Two AI in the Defense industries? A Quick Summary of BigBearAi Background. Always Good to know(AGTK) what are you buying into. 1. McAleenan’s (Current CEO since Jan2025)past under Trump does give BigBear.ai a potential opening, especially in a Trump administration that wants to leverage AI / defense / homeland security tools, border security, etc. But this advantage is conditional on performance, alignment, and follow-through. 2. The company is under pressure: from expectations, from government contracting complexity, from financial losses. Recent upward surges in stock price seem more driven by expectations and speculation than solid execution. 3. Analysts are pulling back somewhat. While still

‘Not the Next Palantir,’ Says Top Investor About BigBear (BBAI) Stock

Who wouldn’t want to get in on the ground floor of a wild success story? Priced cheaply, with rapid gains north of 70% in 2025, and competing in th...
‘Not the Next Palantir,’ Says Top Investor About BigBear (BBAI) Stock
Next Palantir or not? Or equate Palantir to Bitcoin and BigBear to Etherium? The One & Two AI in the Defense industries? A Quick Summary of BigBear...
TOPNorton Rebecca: Palantir-BigBear ≠ Bitcoin-Ethereum! Palantir has proven defense AI revenue, while BigBear’s surge is speculative,don’t buy the weak analogy.
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1.05K
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Mrzorro
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2025-09-28
Opendoor, Intel, Nvidia, Palantir, Apple, Snap, IamGold See Rising Short Volume Opendoor, $Intel (INTC.US)$, Nvidia, $Palantir (PLTR.US)$, $Apple (AAPL.US)$, $Snap Inc (SNAP.US)$, and $Iamgold (IAG.US)$ were among the stocks that saw rising volume for the trading of borrowed shares that were sold short as the stock market rally showed signs of stress. Total short volume climbed to 42.95 million shares for $Opendoor Technologies (OPEN.US)$ on Thursday, from 18.75 million shares a day earlier, exchange data showed. That's the highest among U.S.-listed stocks with a market capital of at least $5 billion. The jump in volume came as the stock of the online platform for real estate jumped more than 10% after quantitative trading firm Jane Street Group disclosed that it has acquired more than 44
Opendoor, Intel, Nvidia, Palantir, Apple, Snap, IamGold See Rising Short Volume Opendoor, $Intel (INTC.US)$, Nvidia, $Palantir (PLTR.US)$, $Apple (...
TOPMortimer Arthur: Apple a good addition to Intel as Intel a good addition to Apple.
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1.62K
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Success88
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2025-09-28
Option trading is always risky if you never trade properly. For a night can lost a few hundred or thousand within a night. Example for me I remember previously I trade in Nivida I buy call. suppose to see the stock when up but it went opposite way. I sell the option cos I feel it not able to recover. Lost a few hundred dollars. I suggest everyone if want to learn how to trade option can read as his book to gain more knowledge @TigerEvents @TigerClub @MillionaireTiger @SR050321 @SPOT_ON
Option trading is always risky if you never trade properly. For a night can lost a few hundred or thousand within a night. Example for me I remembe...
TOPNorton Rebecca: Your move to sell losing calls was smart! No pride, cut losses fast.
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894
General
Pinkspider
·
2025-09-28

Tesla volatile week

$TSLA had one of the most volatile weeks I've seen in years. It printed alternating green and red days with 20 pt moves up and down each day. By Friday we saw TSLA close at a key resistance at 440. Delivery numbers coming this week + ATH on the horizon. Here's my plan 👇 Trigger: $TSLA above 440 ✅ Trade idea: TSLA Oct 3 455C Targets: 456,465 🎯 TSLA touched 444 on Monday, dipped to 423 on Tuesday, then 419 by Thursday and reversed to 440 by Friday. It's in a tight range here above 419. If TSLA can continue to defend 430 we can see a run to 465+ by early October. Delivery numbers should be coming by Wednesday/Thursday. TSLA to 488-500 possible by next month.
Tesla volatile week
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7.91K
Selection
Barcode
·
2025-09-28

📊🧮⚖️ Large Caps Have Never Looked Less Attractive: $SPX ⚠️🧯🔎

$S&P 500(.SPX)$ $ISHARES S&P MID-CAP ETF/AUS(IJH.AU)$ $Invesco S&P 500 Equal Weight ETF(RSP)$ I’m keeping this simple. The spread in forward P/E between U.S. large caps and SMID caps has blown out again. As of 26Sep25, the S&P 500 sits near 22.5× forward earnings while the S&P 400 and S&P 600 are nearer 17.1× and 16.6×. That’s a double-digit multiple premium for size rather than for quality. The Yardeni-style chart makes it obvious; large caps have rerated while SMID has not. 🧩 Why that matters The JPM data frames it perfectly: the 30-year average forward P/E is 17.0×. Today’s 22.5× means investors are paying a 30%+ premium to history. Ad
📊🧮⚖️ Large Caps Have Never Looked Less Attractive: $SPX ⚠️🧯🔎
TOPHen Solo: 📊 The thing that caught my eye was the equity risk premium basically at zero while $SPX trades at 22x. That’s the same setup Yardeni flagged near prior peaks. When you can get $IJR at 16x with a 6 percent yield, the rotation logic becomes too strong to ignore.
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1.23K
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Sporeshare
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2025-09-28
$AEM SGD(AWX.SI)$     She is echoing the same lifeline for Intel as Intel is their major customer! The company may see more revenue stream coming back from Intel if their foundry operations get an improve version to compete with others! Short term wise, the price has Gapped up and running up for a few days due to this piece of news, it may continue to trend higher for a short while before reality set in. Chart wise, bullish mode! After hitting the high of 1.96, she is taking a breather. Let's see if this bullish momentum continue! The share price has gained more than 20% from 1.50+ to 1.81. She may rise up to test 1.92 than 1.96. A nice breakout smoothly plus high volume we may see her rising up further towards 2.00 and above! Pls dyod
$AEM SGD(AWX.SI)$ She is echoing the same lifeline for Intel as Intel is their major customer! The company may see more revenue stream coming back ...
TOPKittyBruno: Bullish momentum
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Furore
·
2025-09-28
That's an interesting approach,  founder-led companies. I guess the results do speak for themselves. I didn't really follow  her trades but I heard she sold some Tesla in around May or June. Prices weren't that high back then. Recently when it hit 440 plus, I sold my Tesla thinking that maybe it's time to sell since Cathie Wood sold too. Maybe if she buys Tesla again, I may consider following.
That's an interesting approach, founder-led companies. I guess the results do speak for themselves. I didn't really follow her trades but I heard s...
TOPAthena Spenser: Cathie sold Tesla at lower prices, so I sold at $440 too!
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5.49K
General
Furore
·
2025-09-28
I personally don't believe in Intel's revenge comeback. I think it's a short term media fuelled rush to get on the boat. Even if other giants team up with Intel, I think the price will drop when the hype is over unless they really produce good results. Intel had always been unable to keep up with its highs. The higher it goes, the faster it drops. Instead of jumping into the boat, maybe shorting could be another option for speculative traders.
I personally don't believe in Intel's revenge comeback. I think it's a short term media fuelled rush to get on the boat. Even if other giants team ...
TOPVenus Reade: the real value of Intel without Government or NVDIA is about $50.
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General
Lanceljx
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2025-09-28
Here is a structured view of the situation, along with my views and a tentative tactical posture. (These are not investment recommendations, but rather a reasoned framework.) --- 1. Is this a “healthy” pullback? In my view, yes — and in fact I would prefer to see occasional corrective pressures in such a stretched market. Here’s why I lean that way: Supporting arguments for a healthy pullback Overbought conditions: The U.S. equity market has run strongly through September (helped by the Fed’s rate cut). At some point, profit-taking and trimming become natural. Valuation introspection: With many valuation metrics at (or near) extremes, a modest pullback helps “reset” investor expectations. Technical/composure: A shallow, controlled decline (say 3%–5%) is often healthier than letting sentime
Here is a structured view of the situation, along with my views and a tentative tactical posture. (These are not investment recommendations, but ra...
TOPAthena Spenser: 3%-5% pullback’s healthy! Cools overbought markets, resets valuations—stick to core ETFs, no need to panic sell!
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4.27K
General
Lanceljx
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2025-09-28
For most retail investors managing under US $100,000, the priority should be capital preservation and consistent compounding, not trying to outsmart hedge funds or algorithmic traders. The key lies in adopting disciplined, rule-based mindsets rather than chasing market timing. --- 1. What Retail Investors Should Focus On a. Build a Sound Foundation Diversify prudently: Hold a mix of equities, ETFs, and perhaps a small bond or cash component to smooth volatility. Use dollar-cost averaging: Investing a fixed amount monthly helps reduce timing risk and lowers the average cost per share. Focus on low-cost instruments: Minimise fees through ETFs or index funds — small cost savings compound significantly. b. Prioritise Risk Management Limit exposure per position: Never risk more than 5–10 % of t
For most retail investors managing under US $100,000, the priority should be capital preservation and consistent compounding, not trying to outsmar...
TOPAstrid Stephen: $100k portfolio? 70% low-cost ETFs + 30% blue-chips, monthly DCA,fees and emotions kill compounding more than missing trades!
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4.13K
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koolgal
·
2025-09-28

When The Rally Pauses: Hedging Hope In A High Valuation Market

🌟🌟🌟The US market saw 3 days of red, 1 day of green.    It has just danced through a week of emotional whiplash, rising Friday after a cooler inflation print but still closing the week lower.  The S&P500, Nasdaq and the Dow Jones Indexes all gave back their post Fed September meeting gains.  Jerome Powell's words linger like a warning bell: "Stocks are fairly highly valued".  Suddenly, the exuberance that defined 2025 feels fragile. Strong economic data, once a source of comfort, now casts doubt on the Fed's rate cut path.  Tech Giants - those symbols of innovation and comfort are stumbling.  Nvidia, Oracle and even Tesla have lost their shine.  Is this a healthy pullback?  Or is it the market's way of asking - Can earnings justify the hype?
When The Rally Pauses: Hedging Hope In A High Valuation Market
TOPEnid Bertha: QQQ just can't stay over 600. Load up on this when it hits around 600.
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821
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Isleigh
·
2025-09-28

📅 Next Week’s Market Outlook: Volatile Rebound or Bull Trap?

$Circle Internet Corp.(CRCL)$   $Rezolve AI(RZLV)$   $Eightco Holdings Inc.(ORBS)$ 🏦 Macro Factors to Watch for 29 Sep to 3 Oct 1. Fed Rate Cut Fallout: The recent rate cut will likely prop up liquidity-sensitive assets. However, recession fears may creep back into the narrative. Expect early-week optimism, but watch for mid-week profit-taking. 2. October Seasonality: Historically, early October sees choppy price action before a stronger Q4 rally. This could mean false breakouts early in the week. 3. Key Data Ahead: US ISM Manufacturing (Oct 1): Will test the strength of industrial rebound. Non-Farm Payrolls (Oct 4): A weak print = bullish for rate cut
📅 Next Week’s Market Outlook: Volatile Rebound or Bull Trap?
TOPValerie Archibald: RZLV has a decently high float volume ~80 million! This is extremely healthy indicator that it cannot be manipulated by a few major holders.
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3.95K
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Isleigh
·
2025-09-28

Cathie Wood’s Innovation Bets — Ready to Rise Again in 2025?

Cathie Wood is no stranger to bold, futuristic calls. As the head of ARK Invest, she's poured billions into disruptive tech—AI, robotics, genomics, and crypto. Her strategy? Don't just chase profits—bet on paradigm shifts. 🔍 But after a wild ride from 2020 to 2024, where does $ARKK go from here? Here's what we see heading into late 2025: 🚀 Rate cuts = innovation rebound. With interest rates finally turning lower, the pressure on unprofitable growth stocks is easing. That'e bullish for names like: $TSLA (Tesla) – EV margins are recovering, and FSD expansion is back in the spotlight. $ROKU – Cathie's long-time favorite, likely to benefit from increased ad-tech and streaming growth. $COIN (Coinbase) – Positioned to ride the next wave of crypto adoption amid ETF approvals. 📈 ARKK's upside
Cathie Wood’s Innovation Bets — Ready to Rise Again in 2025?
TOPMerle Ted: Destination $120 a share
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640
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The Investing Iguana
·
2025-09-28

🇸🇬 October 2025 Dividend Calendar - Which SGX Payouts Are Actually Worth Your Money? | 🦖 #TheInvestingIguana EP1015

🟩📈 Looking for October's top dividend stocks? Join Iggy from the Investing Iguana as we dive into Singapore's October 2025 dividend landscape, shedding light on the best payouts and steering clear of risky traps! Packed with insights, this video reveals the top 3 dividend picks—SGX, S, and BRC Asia—breaking down why they shine and how they fit into a long-term investment strategy. Whether you're eyeing stability, growth, or steady income, this guide has you covered. 🦎 Learn how to build a portfolio that balances security and opportunity while sidestepping high-yield traps, risky sectors, and forex headaches. With expert financial analysis and actionable tips, this video is your roadmap to smarter investment decisions this month. Remember, investing is a long-term game. Be patient, discipli
🇸🇬 October 2025 Dividend Calendar - Which SGX Payouts Are Actually Worth Your Money? | 🦖 #TheInvestingIguana EP1015
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