1.79K
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10-07
Plug Power’s Back? The 20-Loss Streak Stock That Just Tripled Failing Forward Into a 10x Future?
$Plug Power(PLUG)$ For a company that’s spent years struggling to meet expectations, Plug Power (NASDAQ: PLUG) has suddenly become one of Wall Street’s hottest comeback stories. Once considered a cautionary tale for overhyped clean energy names, the stock has skyrocketed — nearly tripling in just a month, marking its best performance in over a decade. At the heart of this incredible rebound lies a confluence of powerful trends: the explosion of AI-driven energy demand, the revival of nuclear power, and the accelerating push toward green hydrogen as a clean, scalable energy solution. Add a massive short interest and a handful of bullish analysts to the mix, and Plug Power suddenly looks like a speculative powder keg with serious long-term potential
TOPMerle Ted: Wow going up already plug is unstoppable will reach bloom fast
953
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10-07
Everyone’s Chasing AMD After OpenAI’s Deal… But Should You?From Underdog to AI Darling: Is AMD’s 30% Rally Too Good to Be True?
$Advanced Micro Devices(AMD)$ AMD Skyrockets After OpenAI Deal: A New Power Shift in AI Chips? Advanced Micro Devices (AMD) shares exploded nearly 25% in premarket trading, extending gains throughout the day after reports confirmed that OpenAI struck a multi-billion-dollar chip supply deal with the company. The shock announcement included an extraordinary detail: OpenAI was granted warrants to purchase up to 10% of AMD’s shares — at just $0.01 each. The deal sent shockwaves through the semiconductor world, rattling the dominance of Nvidia (NVDA), whose shares slipped modestly as traders reassessed competitive dynamics in the AI hardware race. AMD’s jump marks its strongest single-day rally in years, sparking a fierce debate: 👉 Is this a fundamental
TOPWallstreet will be loading up AMD. Follow the moneny. They realize the base case for AMD $300 and Bull case $400 and beyond. The ai build out is real and AMD deal with OpenAI is the jacxkpot deal.
2.10K
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10-07
A Crucial Week for Markets: Fed Minutes Meet Fiscal Chaos
$S&P 500(.SPX)$ As Wall Street braces for the release of the FOMC minutes later this week, traders face a rare convergence of monetary and fiscal uncertainty. The federal government shutdown has now stretched into its sixth day, halting several key economic data releases and complicating the Federal Reserve’s already delicate balancing act. Last month, the Fed cut its benchmark rate by 25 basis points, marking its first easing move since 2020. But investors remain divided over whether that cut was the start of a new cycle — or merely a one-off insurance adjustment. Complicating matters, Fed Chair Jerome Powell described the current landscape as a “challenging situation,” acknowledging that inflation risks remain tilted to the upside, while emp
TOP96% Oct cut odds + liquidity boost—no wonder stocks are rallying!
415
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10-07
PepsiCo (PEP) Cost-Cutting Efficiency For Better Potential EPS Beat
$Pepsi(PEP)$ is scheduled to report its fiscal Q3 2025 earnings before the market opens on Thursday, October 9, 2025. Earnings Analysis and Analyst Expectations PepsiCo is a consumer staples giant known for its diversified portfolio of both beverages (Pepsi, Gatorade, etc.) and convenient foods (Frito-Lay, Quaker). Current consensus estimates suggest a mixed-to-cautious outlook for Q3 2025: PepsiCo (PEP) Fiscal Q2 2025 Earnings Summary PepsiCo reported better-than-expected results for the second quarter of fiscal year 2025 (ended June 14, 2025), largely driven by strength in its international operations and effective cost management. Key Financial Highlights: Core EPS (Non-GAAP): $2.12, surpassing the consensus estimate of approximately $2.03. Core
TOPI like Pepsi Co as a company. I do NOT like that they are sending out so much of their earnings through paying us a fat dividend. A company can not pay out more through dividends, than it actually earns (for very long).
16.24K
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10-07
🚨 PAYPAL IS WAKING UP! 🚨
Another massive day for PayPal — nearly 16M shares traded! The last 6 sessions averaged 18M+, crushing the 3-month avg of 11.8M. 💥 We finally smashed through $70! Anything under $80 looks like an unmissable setup before Q3 earnings (Oct 28). If they beat expectations, this thing could go parabolic. Whales are loading millions as $PYPL breaks out after 3 YEARS of consolidation. 💰 $10B cash on hand 📈 200% revenue growth in 3 years 🔥 Only 14x P/E — are you kidding me? The bottom is in. The reversal starts NOW. 🚀 $200+ is coming — don’t blink. @TigerStars @TigerObserver @Daily_Discussion
TOPPayPal is trading at a forward PE of 12, PEG ratio of 0.76. I think a PE of 20 is more appropriate. PayPal's fair value should be between $100 to $120
4.49K
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10-07
Power Play: Why OpenAI’s Six-Gigawatt Bet Could Supercharge AMD—But Not Turn It Into the Next Nvidia
Why This Deal Has Silicon Valley Buzzing When OpenAI signs a deal measured not in dollars but in gigawatts, the silicon landscape doesn’t just shift—it jolts. The company behind ChatGPT has struck a multi-generation agreement to buy up to six gigawatts of AMD Instinct GPUs, starting with a one-gigawatt rollout of MI450 accelerators in the second half of 2026. OpenAI also secured warrants for up to 160 million AMD shares, which could raise its holding by roughly 10% if all milestones are achieved. For AMD, that’s not just validation—it’s vindication. The scale is staggering. This partnership could translate into $25–$35 billion of cumulative hardware demand—roughly equal to AMD’s entire annual revenue base of $30 billion and potentially ten times its lifetime data-centre GPU sales. In other
TOPAMD’s 6GW OpenAI deal + $35B demand—this flips its AI underdog status!
466
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10-07
Markets Mixed as M&A Optimism Lifts Wall Street, While Europe Faces Political Shock
Overview – Divergent Market Sentiment Across Regions Global markets ended the week on a mixed note as investor sentiment diverged across regions. In the US, optimism over a flurry of merger and acquisition activity fueled gains in key indices, while European markets stumbled following France’s political upheaval. Meanwhile, Asia saw sharp contrasts, with Japan’s equities rallying to record highs amid political change and Hong Kong retreating. US – M&A Momentum Fuels Gains US equities extended their upward trajectory, driven by renewed optimism in corporate deal-making. The S&P 500 $S&P 500(.SPX)$
768
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10-07
Wow, what a wild ride in this AI frenzy market! I've been watching how every big AI deal or collaboration, like the ones with Nebius $NEBIUS(NBIS)$ , Coreweave $CoreWeave, Inc.(CRWV)$ , Oracle $Oracle(ORCL)$
TOPI can't figure out why AMD diluted its shareholders' value by issuing warrants for 10 billion, and the market cap goes down and shares go up. Could someone explain this, as I'm confused?
626
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10-07
The market's feeling the heat with the federal government shutdown dragging into its sixth day, and I'm honestly pretty concerned about what's ahead. The FOMC minutes are coming later this week, and with Powell's September comments about a "challenging situation" —highlighting upside inflation risks and downside employment risks—I'm not optimistic. The Fed's recent 25 bps rate cut last month hasn't eased my worries, and I'm bracing for more uncertainty as we approach Thursday's speech. I don't expect another 25 bps cut in October, and I think that could spell trouble. With the shutdown adding pressure and traders on edge, I feel the market might take a hit this week. The lack of clear direction from the Fed, combined with Powell's upcoming remarks, could spook investors rather than instill
TOPWow, your analysis is spot on! [Great]
1.45K
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10-07
I'm absolutely thrilled about the potential I see in Plug Power $Plug Power(PLUG)$
TOPPlug has gone up 432% since May. We are still in the beginnings of a short squeeze. Plug will be $10 or better by 2026.
1.41K
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10-07
🏦 FOMC Minutes Amid Shutdown! Is the Fed Ready to Go Further or Finally Step Back? > “The Fed is walking a tightrope — one misstep, and the market either melts up or breaks down.” The past week has been anything but calm for U.S. markets. As the federal government shutdown drags into its sixth day, traders are anxiously awaiting the release of the FOMC minutes — a document that could determine the next major shift in sentiment. Last month, the Federal Reserve cut rates by 25 basis points, its first adjustment in months, signaling a cautious response to slowing growth. But with inflation still above target and employment showing early cracks, the key question this week is: Has the Fed done enough — or too much? --- ⚖️ The Fed’s Crossroads: Inflation Isn’t Dead, Growth Isn’t Safe Chair Je
TOPFed won’t cut more! Inflation’s sticky; sell tech, buy defensive stocks now!
1.21K
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10-07
$Plug Power(PLUG)$ ⚡Plug Triples! Hydrogen + AI: Is This the Next 10x Bagger? In a market where AI dominates the headlines, one old name in clean energy has suddenly roared back to life — Plug Power (PLUG). After months of stagnation, Plug shares have nearly tripled in just one month, marking their best rally in over a decade. The trigger? A perfect storm of AI-driven power demand, renewed focus on green hydrogen, and rising electricity costs — all converging to breathe new life into this once-forgotten stock. --- 💥 The Perfect Synergy: Hydrogen Meets AI What’s fueling the hype? In one word: synergy. The surge in artificial intelligence adoption — from massive data centers to next-gen cloud infrastructure — is consuming unprecedented a
TOPThe chart looks great. The first resistance is at $7.59. So we could go to this number in short term.
27.39K
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10-07
BRK.B Buys OXY's OxyChem : Strategic ?
Surprise News ! On Tue, 30 Sep 2025, it was reported by WSJ that $Berkshire Hathaway(BRK.B)$ will be acquiring $Occidental(OXY)$ Petrochmical unit OxyChem, for nearly $10 billion. (see below) The deal would be Berkshire’s largest since 2022, when it bought insurer Alleghany for $11.6 billion. It took more than 6 months to close, first announced in March 2022 and finally completed in October 2022. FYI… Berkshire has more than $300 billion in cash, waiting to be invested really. Relations Thru The Years. The relationship between Berkshire and Occidental is a ‘unique’ one - it goes way back. BRK.B purchase history of OXY - from 2022 onwards - In 2019, Buffett helped bankroll Occidental’s purchase of Ana
721
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10-07
Option Trade For AMD While Taking Partial Profit Gains
We saw $Advanced Micro Devices(AMD)$ share price gained more than 23% at the market close on Monday (06 Oct) after AMD and OpenAI announce strategic partnership to deploy 6 gigawatts of AMD GPUs. As a long-term shareholder of AMD, I am now contemplating whether to take partial profit gains, or shall I make option trade to capture this upside catalyst by OpenAI, so in this article, I would like to share my thoughts. What just happened, and what’s the risk / opportunity? The news & bullish narrative AMD announced a multi-year GPU / AI chip supply deal with OpenAI, covering up to 6 GW of compute deployment over time, beginning in 2026. As part of the deal, OpenAI gets warrants to acquire up to ~160 million AMD shares (≈ 10 % of AMD, by share count
TOPAMD getting attention off the OpenAI deal, but let’s be real — $NVDA still runs the AI world. Every major cloud, data center, and model depends on Nvidia’s chips. $185 looks like accumulation, not weakness
1.15K
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10-07
Warren Buffett’s journey shows that real wealth often comes later in life through patience and compounding. He built his foundation early, but it was decades of steady growth that turned $1 million at age 30 into over $150 billion by 95. That perspective reminds me that wealth isn’t about quick wins — it’s about consistency over time. I believe strongly in compounding, which is why I focus on building quality positions and holding them long term. My style isn’t identical to Buffett’s, but I share his focus on fundamentals and discipline rather than chasing short-term gains. Technically, I prefer using daily and weekly candles since my investment horizon is mid- to long-term. Higher timeframes filter out noise and reveal stronger trends and key levels. In the 5-second candlestick test, the
TOPIt's inspiring to see your commitment to long-term growth. Patience truly pays off in investing
906
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10-07
Keppel DC REIT Rights Issue—Why Your Dividend Yield Just Got More Complex | 🦖 #TheInvestingIguana EP1181
🟩 Get the full breakdown of the Keppel DC REIT rights issue! Learn how this move changes your dividend yield, allocation decisions, and what sponsor signals mean for you. Perfect for Singapore REIT investors who want clear, actionable analysis. 🔔 Make sure to SUBSCRIBE and turn on notifications, so you never miss any of our videos: https://www.youtube.com/@InvestingIguana?sub_confirmation=1 ❤️ Join as a member for just $3 per month to buy me a coffee for my efforts. You also benefit from full access to scheduled videos. 🅰️ Follow my Substack for In-depth Analysis and Deep-Dives at https://investingiguana.substack.com
TOPWow, love the insights on the rights issue! 🔔💚
1.46K
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10-07
$ASML Holding NV(ASML)$ $Advanced Micro Devices(AMD)$ $Applied Materials(AMAT)$ ⚡📈🧠 Insider Buying Across Semiconductors Signals the Start of a Structural Supercycle 🧠📈⚡ 🧠 Strategic Buying Signals Are Flashing Across the Sector I’m seeing something I haven’t witnessed in more than a decade. Insiders at the world’s most strategically critical semiconductor companies are buying their own stock on the open market. This isn’t stock-based compensation or token gestures. These are decisive purchases from leaders who understand their technological roadmaps better than anyone else. When the people closest to the innovation cycle step in, it’s often a leading signal of som
TOPThe $AMD insider buys really caught my eye. When the last purchase lined up with Lisa Su’s 2012 turnaround and now they’re stepping in again, it feels like they’re positioning ahead of a multi-year acceleration in AI and custom silicon.
1.19K
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10-02
$ProShares UltraPro Short QQQ(SQQQ)$ Averaging down again as Nasdaq hits new highs! Will be selling covered calls as it goes to hedge my positions.
SQQQ
10-02 07:24
USProShares UltraPro Short QQQ
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 14.99 200 | -- Closed |
696
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10-03
$BABA-W(09988)$ 2 weeks ago was 325k, I still have no sell button, not until $240 💪
907
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10-03
$BBAI 20251107 5.0 PUT$ closed the sell out option...could have wait longer for time decay...but anyway, now I tried the sell put and closed put.