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Aenon
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2025-10-16
$STANCHART(02888)$  Standard chartered, saw the news it's partnering with OKX and it's on top of their partnership with Coinbase. DCA up since they buying their own shares actively too. For the long term. PS: not financial advice. Do your own research.  🙏😊🍀
$STANCHART(02888)$ Standard chartered, saw the news it's partnering with OKX and it's on top of their partnership with Coinbase. DCA up since they ...
TOPRon Anne: STANCHART’s OKX+Coinbase ties + buybacks? Long-term DCA makes sense!
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SmartReversals
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2025-10-17

Nasdaq's +50% Surge: What Technicals Say Happens Next

Since the second quarter of this year, the price action for the $S&P 500(.SPX)$ has presented a series of rare bullish signals, unfolding in a manner seen very few times over the last decades. Such events include a breadth thrust signal, two 90% up days on the NYSE, and the V-shaped recovery since April; a phenomenon observed recently in 2020, less recently in 2009, and in a few other years already studied in this Market Intelligence section. Each of these is a significant, rare bullish signal that individually provides statistical references for months of bullish momentum, which is precisely what we have seen.Today, we will study the $NASDAQ 100(NDX)$ following a major milestone: a 50% bounce from the
Nasdaq's +50% Surge: What Technicals Say Happens Next
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4.54K
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REIT_TIREMENT
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2025-10-17

CapitaLand Group's REITs/BizTrust Comparison @ 12 October 2025

$CapLand IntCom T(C38U.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $CapLand China T(AU8U.SI)$ $CapLand Ascott T(HMN.SI)$ $CapLand India T(CY6U.SI)$ 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 and this may&n
CapitaLand Group's REITs/BizTrust Comparison @ 12 October 2025
TOPJanetFast: Wow, love this detailed comparison! [Great]
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Tiger_comments
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2025-10-17

Most Volatile Earnings Season Coming! What to Focus?

The market expects Q3 earnings growth of 8%, marking the 9th straight quarter of YOY gains.But here’s the twist — historically, S&P 500 companies almost always beat estimates.💡 In 37 of the past 40 quarters, actual earnings topped forecasts.🔺 On average, actual EPS beats estimates by 7–8%.📊 If that trend holds, Q3 earnings growth could easily exceed 13%, making it the 4th consecutive quarter of double-digit profit growth.Actual earnings growth rate has exceeded the estimated earnings growth rate at the end of the quarter in 37 of the past 40 quarters for the S&P 500. The only exceptions were Q1 2020, Q3 2022, and Q4 2022.Earnings season: Justify the truth for AI capital spendingIn the upcoming earnings season, capital expenditures — especially those tied to artificial intelligence
Most Volatile Earnings Season Coming! What to Focus?
TOPShyon: This earnings season, I’ll focus on how AI capital spending converts into real returns. With mega-caps set to pour over $1 trillion into AI by 2029, investors want proof of monetization, not just infrastructure expansion. I’ll be watching which companies can turn AI investments into measurable productivity gains or new revenue streams. My pick is $Microsoft(MSFT)$ and $NVIDIA Corp(NVDA)$ — both at the core of the AI ecosystem with clearer profit paths. In contrast, firms where AI remains a cost center could face margin pressure if ROI lags. I’ll also keep an eye on guidance revisions, as they’ll reveal whether optimism around AI spending is starting to cool. With the VIX $Cboe Volatility Index(VIX)$ above 23, I’m leaning toward selling volatility via iron condors or strangles on stable names like $Apple(AAPL)$ or $Procter & Gamble(PG)$ . I expect Q3 earnings growth to exceed 13% again, but the real story is how firms guide future AI returns. @Tiger_comments @TigerStars
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OguzO Capitalist
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2025-10-16

LONG AMZN& UNH

1. $Amazon.com(AMZN)$ -1% YTD despite the market rally.This is due to the underperformance of AWS relative to other cloud giants.AWS grew just 19% last year, while $Microsoft(MSFT)$ Azure grew 20% and $GOOG Cloud grew 30%.This will change once Anthropic's AWS clusters go live.Two gigawatt-scale clusters are beginning operations this year, and they will accelerate AWS growth from 19% to 26% levels, according to SemiAnalysis.If Anthropic gets performance from them, further deployment of Trainium-equipped clusters will follow.If Anthropic validates the performance, many smaller AI labs may follow, and AWS's growth can reach 30% levels.Long AMZN.Bar chart displays Amazon Web Services revenue growth from 2018
LONG AMZN& UNH
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