CommunityConnect with experts, uncover more opportunities
1.52K
General
Kicks81
·
09-27
$ARK Innovation ETF(ARKK)$   AI-Driven Investment: Cathie Wood’s Strategic Repositioning in Alibaba Cathie Wood’s recent purchase of Alibaba, after a four-year hiatus, signals a fundamental shift in her investment narrative from traditional e-commerce to AI-powered innovation. Key insights from her strategy include: 1. AI as the New Growth Engine Alibaba’s cloud computing unit, Alibaba Cloud, serves as the “compute backbone” for AI models, with its self-developed Tongyi Qianwen model and partnership with Nvidia in physical AI (robotics, autonomous driving) aligning with Wood’s investment thesis in Tesla’s hardware-software integration. The company’s ecosystem of e-commerce, logistics, and finance provides a fert
$ARK Innovation ETF(ARKK)$ AI-Driven Investment: Cathie Wood’s Strategic Repositioning in Alibaba Cathie Wood’s recent purchase of Alibaba, after a...
TOPJackQuant: Thanks for sharing! Now I’m very bullish on Alibaba.
1
Report
503
General
CS88
·
09-28
1
Report
1.31K
General
TMENG88
·
09-29
$Alibaba(BABA)$  BABA: A Value Bet on China? Alibaba (BABA) presents a classic value investing case: a high-quality business trading at a deep discount. The bull thesis is simple. BABA owns dominant e-commerce and cloud platforms in the world's second-largest economy, yet it trades at a bargain-bin valuation with a low P/E ratio and a fortress balance sheet full of cash. A sum-of-the-parts analysis suggests the market is valuing the whole company for less than its individual pieces. So, why the discount? The answer lies in significant risks: a lingering regulatory crackdown from the Chinese government, geopolitical tensions with the U.S., and a sluggish domestic economy. For value investors, the bet is that these tem
$Alibaba(BABA)$ BABA: A Value Bet on China? Alibaba (BABA) presents a classic value investing case: a high-quality business trading at a deep disco...
TOPJackQuant: I think the multi-business model of Alibaba will help restore its valuation.
1
Report
1.87K
General
Praveenh
·
09-30

Best buys

These are names showing strength or interesting setups in the U.S. / global markets: • Apple (AAPL) — recently broke above a “handle” entry, suggesting continuation potential.  • Micron Technology (MU) — one of the “best stocks to buy or watch” in recent articles, benefiting from memory demand.  • Futu Holdings (FUTU) — showing strong profit growth and momentum in Asia / China tech space.  • Sea Ltd (SE) — strong e-commerce and digital business growth in SEA region; large upside if growth continues.  ⸻ 🏙 Singapore / Southeast Asia names to watch Since you’re in Singapore, here are some local / regional names that analysts are flagging: • UMS Integration — picked by DBS as a “top technology pick,” benefiting from AI / semiconductor tailwinds.  • Keppel Ltd (SGX: BN4) — analysts at POEM
Best buys
1
Report
1.16K
General
HolyTiger
·
09-30
$BABA-W(09988)$   Blessed by Mama Mary. Praised the Lord. A new kid in the block. Hope to learn from you. Please be my teacher. Tq
$BABA-W(09988)$ Blessed by Mama Mary. Praised the Lord. A new kid in the block. Hope to learn from you. Please be my teacher. Tq
1
Report
1.06K
General
FunFulfillment2023
·
10-01

Why Grab and Nvidia Are On My Buying List Cash Boost Lucky Draw

Find out more here: Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now! Why Grab and Nvidia Are On My Buying List As an investor, I don’t just cha$NVIDIA(NVDA)$   e short-term price swings. I look for secular growth trends that can transform industries, reshape economies, and generate long-term returns. That is why two very different companies—Grab, the Southeast Asian fintech and super-app giant, and Nvidia, the world’s AI powerhou
Why Grab and Nvidia Are On My Buying List Cash Boost Lucky Draw
TOPJackQuant: Thanks for sharing your views! Do you think they have good buying points recently?
2
Report
846
General
CocoaGinger
·
10-01

Why is QQQM a good buy Cash Boost Lucky Draw

$Invesco NASDAQ 100 ETF(QQQM)$   Find out more here: Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now! Why QQQM Is Attractive as a Core Buy 📈 QQQM is essentially the lower-cost twin of QQQ, tracking the NASDAQ-100 index, which is packed with tech leaders like Apple, Microsoft, Amazon, Meta, Tesla, and Nvidia. Owning QQQM means  owning the innovation engine of the U.S. economy. Over the past two decad
Why is QQQM a good buy Cash Boost Lucky Draw
TOPJackQuant: Do you think the market indices will continue hitting the ATH?
1
Report
1.23K
Selection
Igor Rezende
·
10-03

XPLR Infrastructure – 1Q 2025 Report Analysis

$XPLR Infrastructure, LP(XIFR)$ Founded in 2014, XPLR Infrastructure, LP (a wholly owned indirect subsidiary of $NextEra(NEE)$ ) is a limited partnership that owns clean energy infrastructure assets, with a focus on contracted renewable energy projects, including wind, solar, and battery storage projects, which generate long-term, stable cash flows. As of March 31, 2025, the average duration of contracted Power Purchase Agreements (PPAs) is 13 years. Within their asset portfolio, 73% have an estimated useful life of about 25 years. They have roughly 10 GW of operational assets situated across 31 US states, comprising 8 GW of wind, 1.8 GW of solar, and 0.2 GW of storage. Additionally, 71% of their portfolio
XPLR Infrastructure – 1Q 2025 Report Analysis
TOPEmotional Investor: Great article Igor, have been an investor in this company for a number of years. The killer for the stock was cutting the dividend to zero, it was a serious cash cow. But given time I believe it will turn around, especially with the injection of new management
3
Report
709
General
RgSFO
·
10-01
$XPeng Inc.(XPEV)$  September deliveries 41k+. Total deliveries for 3rd quarter 116k+ little below the mid point number supplied by the company during its 2nd quarter earnings release. Though the number looks very good, year over year delivery rate is slowing and falling below 100% For those of who are used to numbers in the range of 130%+. It will be interesting to see how the investors will react once the trading begins in US. I will add to my position if it falls back to around $20.
$XPeng Inc.(XPEV)$ September deliveries 41k+. Total deliveries for 3rd quarter 116k+ little below the mid point number supplied by the company duri...
1
Report
1.57K
General
Cl goh
·
10-01
1
Report
2.13K
General
CocoaGinger
·
10-03

Why keep buying and profiting from Keppel corp shares Cash Boost Lucky Draw

Fin$Keppel(BN4.SI)$    out more here: Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now! Why Energy and Keppel Corp Are Rising with the Global AI Boom ⚡🤖 Artificial Intelligence (AI) is transforming industries at an unprecedented pace. From powering self-driving cars and smart logistics to fueling predictive analytics and generative tools, AI requires an enormous amount of computing power. But behin
Why keep buying and profiting from Keppel corp shares Cash Boost Lucky Draw
TOPJo Betsy: Keppel’s data centers + 4-6% dividend—AI energy demand makes this a steal!
4
Report
1.17K
General
Jontrade
·
09-27
$NIO 20250926 5.0 PUT$ I dont think nio will go back to 5$ for the near future unless.... Anyway, happy to collect premium....
$NIO 20250926 5.0 PUT$ I dont think nio will go back to 5$ for the near future unless.... Anyway, happy to collect premium....
1
Report
750
General
CharlieJean
·
09-27
1
Report
509
General
CS88
·
09-28
1
Report
1.27K
General
AlantinoK
·
09-28
$NEBIUS(NBIS)$ What I had experience is that when I trade to buy low sell high, you will miss out sudden rise of the stock due to news on deals that we are unaware off. For counter like. Nebius, I was holding for long term and when they announced the MS deal of 17B , my stock went up 40% and my fortune shoot up ! I think a hybrid model to trade on small cap stocks and to hold on big cap stocks may be a better options
$NEBIUS(NBIS)$ What I had experience is that when I trade to buy low sell high, you will miss out sudden rise of the stock due to news on deals tha...
TOPJackQuant: Good! I think it will perform better after the next earnings season.
1
Report
 
 
 
 

Most Discussed

 
 
 
 
 

7x24