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1.10K
General
Shyon
·
2025-10-07
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 $Oracle(ORCL)$  , and now AMD $Advanced Micro Devices(AMD)$  , sends share prices soaring. The recent news about OpenAI's multi-billion-dollar chip supply deal with AMD, complete with those warrants for up to 10% of shares at just $0.01 each, is just another example of this craziness. It's no surprise AMD shares jumped nearly 25% in premarket trading
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 $NEBIUS(NBIS)$...
TOPVenus Reade: I 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?
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1.10K
General
Shyon
·
2025-10-07
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
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 ahea...
TOPtothehill: Wow, your analysis is spot on! [Great]
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3.36K
General
Shyon
·
2025-10-07
I'm absolutely thrilled about the potential I see in Plug Power $Plug Power(PLUG)$  after watching its shares nearly triple in just a month! This marks their best week in a decade, and I'm excited by the investor enthusiasm around the synergy between nuclear power growth and green hydrogen production, especially with the AI infrastructure boom driving demand. It's incredible to think this could be the next 10x bagger, and I'm really optimistic about where this could head. The analyst upgrade from H.C. Wainwright, with Amit Dayal raising the price target to $7 from $3, really caught my attention. I love how he's pointing to rising electricity prices, expanding nuclear energy, and AI-driven power demand as key tai
I'm absolutely thrilled about the potential I see in Plug Power $Plug Power(PLUG)$ after watching its shares nearly triple in just a month! This ma...
TOPMortimer Arthur: Plug has gone up 432% since May. We are still in the beginnings of a short squeeze. Plug will be $10 or better by 2026.
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3.69K
General
WeChats
·
2025-10-07
🏦 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
🏦 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 ...
TOPMaurice Bertie: Fed won’t cut more! Inflation’s sticky; sell tech, buy defensive stocks now!
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2.79K
General
WeChats
·
2025-10-07
$Plug Power(PLUG)$   ⚡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
$Plug Power(PLUG)$ ⚡Plug Triples! Hydrogen + AI: Is This the Next 10x Bagger? In a market where AI dominates the headlines, one old name in clean e...
TOPMerle Ted: The chart looks great. The first resistance is at $7.59. So we could go to this number in short term.
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29.78K
Selection
JC888
·
2025-10-07

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
BRK.B Buys OXY's OxyChem : Strategic ?
TOP1PC: Great Insight & Sharing 😁 @Barcode @Shernice軒嬣 2000 @DiAngel @Aqa @Shyon @koolgal
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1.10K
General
nerdbull1669
·
2025-10-07

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
Option Trade For AMD While Taking Partial Profit Gains
TOPValerie Archibald: AMD 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
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3.34K
General
Shyon
·
2025-10-07
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
Warren Buffett’s journey shows that real wealth often comes later in life through patience and compounding. He built his foundation early, but it w...
TOPAlvinBell: It's inspiring to see your commitment to long-term growth. Patience truly pays off in investing
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1.44K
Selection
The Investing Iguana
·
2025-10-07

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
Keppel DC REIT Rights Issue—Why Your Dividend Yield Just Got More Complex | 🦖 #TheInvestingIguana EP1181
TOPfluffzo: Wow, love the insights on the rights issue! 🔔💚
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1.88K
General
Barcode
·
2025-10-07
$ASML Holding NV(ASML)$ $Advanced Micro Devices(AMD)$ $Applied Materials(AMAT)$ ⚡📈🧠 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
$ASML Holding NV(ASML)$ $Advanced Micro Devices(AMD)$ $Applied Materials(AMAT)$ ⚡📈🧠 Insider Buying Across Semiconductors Signals the Start of a Str...
TOPTui Jude: The $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.
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1.50K
General
wheeheepoh
·
2025-10-02
$ProShares UltraPro Short QQQ(SQQQ)$ 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
SidePrice | FilledRealized P&L
Buy
Open
14.99
200
--
Closed
ProShares UltraPro Short QQQ
$ProShares UltraPro Short QQQ(SQQQ)$ Averaging down again as Nasdaq hits new highs! Will be selling covered calls as it goes to hedge my positions.
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1.24K
General
dx888
·
2025-10-03
$BABA-W(09988)$  2 weeks ago was 325k, I still have no sell button, not until $240 💪
$BABA-W(09988)$ 2 weeks ago was 325k, I still have no sell button, not until $240 💪
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1.94K
General
Jontrade
·
2025-10-03
$BBAI 20251107 5.0 PUT$ closed the sell out option...could have wait longer for time decay...but anyway, now I tried the sell put and closed put. 
$BBAI 20251107 5.0 PUT$ closed the sell out option...could have wait longer for time decay...but anyway, now I tried the sell put and closed put.
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2.13K
General
Terra_Incognita
·
2025-10-03
$AmovaEFund ChiNext S$(CXT.SI)$ Sharing weekly stock profit for coins.  Once again sharing this as I don't really have any other counter that I'm holding long term and earning above $1k before I sell them off.  Happy to continue holding this ETF until perhaps the market sentiments towards Chinese tech stocks wanes, which for now it's still pretty hot. 
$AmovaEFund ChiNext S$(CXT.SI)$ Sharing weekly stock profit for coins. Once again sharing this as I don't really have any other counter that I'm ho...
TOPRidzaraimi: Hai how to get started
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4.89K
General
thelongshort
·
2025-10-03
$BitMine Immersion Technologies Inc.(BMNR)$ The supercycle is here. BTC is so near ATH, what happens to ETH next? Resistance at 4.5k ETH but once it breaks through BMNR will be easily $60+. October is pending rate cuts by Feds, the world moves forward.
$BitMine Immersion Technologies Inc.(BMNR)$ The supercycle is here. BTC is so near ATH, what happens to ETH next? Resistance at 4.5k ETH but once i...
TOPphilippe0714: damn. what are the chances of BMNR raising to 60?
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1.17K
General
Cliff_Chua
·
2025-10-04
$NBIS SYNTHETIC 260918 PUT 125.0/CALL 125.0$  I initiated this NBIS synthetic position on 15 September, when the stock was trading around $93. Based on sentiment analysis and news from Tiger Trade, NBIS appeared to be entering a bullish phase. That conviction led me to open a synthetic long call — buying 1 lot of the 125 call and selling the 125 put, both expiring on 18 September 2026. This setup gives me a delta of 1 (0.5 from the call + 0.5 from the put), meaning for every $1 move in the stock, the position gains approximately $100. Hoping NBIS continues its upward momentum. 🚀 Good luck to everyone riding this wave!🍻
$NBIS SYNTHETIC 260918 PUT 125.0/CALL 125.0$ I initiated this NBIS synthetic position on 15 September, when the stock was trading around $93. Based...
TOPValerie Archibald: Despite the Trump distraction, $155 next week for NBIS if TACO resurfaces
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3.66K
General
FalconCo
·
2025-10-04
$Microsoft(MSFT)$   Microsoft remains one of the most strategically positioned companies in global tech, with entrenched enterprise software, Azure cloud scale, and credible AI monetization channels through Copilot, Office, and developer tools; it generates massive free cash flow, carries an AA+ balance sheet, and benefits from Nadella’s strong leadership and consistent shareholder returns. That said, at ~29x forward earnings, much optimism is already priced in, and risks include heavy AI capex that could outpace monetization, fierce competition from AWS and Google, reliance on OpenAI, regulatory headwinds, and macro-driven IT spending slowdowns. For investors, Microsoft is best viewed as a defensive growth anch
$Microsoft(MSFT)$ Microsoft remains one of the most strategically positioned companies in global tech, with entrenched enterprise software, Azure c...
TOPzippyzo: Wow, such a comprehensive analysis! 👏👏
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3.47K
General
thelongshort
·
2025-10-04
$BitMine Immersion Technologies Inc.(BMNR)$ Able to hold support levels of 56 firmly, with low chance of retracement to 54.5. ETH is still holding at 4.5k which only means BMNR is a laggard. It is not too late for us apes to get on board. When it moves, 58 is pretty instant and then it will be 61-64 resistance level. Hodl and your family will thank you.  The world moves forward, with or without you.
$BitMine Immersion Technologies Inc.(BMNR)$ Able to hold support levels of 56 firmly, with low chance of retracement to 54.5. ETH is still holding ...
TOPMortimer Arthur: They can't stop the rally lots of money sitting on the sidelines going to buy up the dip. The bull market is going to run until they start raising interest rate.
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