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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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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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4.30K
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MasterWU
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2025-10-16

.SPX: I Give UVXY the Benefit of the Doubt

Hello everyone! Today i want to share some technical analysis with you!1. $S&P 500(.SPX)$ Something is NOT right in the background, and UVXY knows it. Bought some 10/20 & 10/27 calls, just in case a Black Monday does come to visit. You rarely see a green UVXY with SPX rose 0.4% on the same day. Absolutely, one is wrong. Here, I give UVXY the benefit of the doubt.Image2.MPW Mid-week Update Posted: (1) it is hard to imagine and review what has happened over the last three sessions. It felt like weeks. (2) the final resolution will come, and a key indicator gives the strong signal for change. Multiple stock market charts displayed with candlestick patterns, red and green bars indicating price movements, upward and downward arrows marking tren
.SPX: I Give UVXY the Benefit of the Doubt
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5.39K
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TrendSpider
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2025-10-16

AMD, ADBE, AMZN, HIMS& CRM Welcome Upward Momentum Here!

Hello everyone! Today i want to share some technical analysis with you!1. $Salesforce.com(CRM)$ Salesforce catching a bid post–Investor Day:New revenue target: $60B+ by FY2030→ 10%+ organic CAGR🟢 +8%Image2. $Hims & Hers Health Inc.(HIMS)$ Peek-a-boo. Image3. $Amazon.com(AMZN)$ First proper 200-day test since May.Sentiment in the gutter.Sounds like a reversal in the making. Image4. $Adobe(ADBE)$ is approaching its 2022 bear-market lows…Yet EPS is up 63% since then.The disconnect here is getting hard to ignore.Image5. $Advanced Micro Devices(AMD)$ Executive VP sitting on +120% g
AMD, ADBE, AMZN, HIMS& CRM Welcome Upward Momentum Here!
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OptionsDelta
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2025-10-16
These past few days, observing the market has felt like writing some kind of psychological thriller.Here's the current situation: After the first round of confrontation, the US side, knowing the market should fall this round, stopped publishing the kind of foolish, escalating pressure content from April and focused instead on absolving themselves. Then, the Wall Street Journal directly published an article stating that our side wants the US stock market to crash. Our side, also aware that the US wants to pin the blame for the stock market decline on us, has been very restrained in its remarks, sticking strictly to the facts. The US isn't escalating, so we aren't either.So, on the surface, almost everyone knows the stock market is headed for a crash—it's even been promoted in the newspapers
These past few days, observing the market has felt like writing some kind of psychological thriller.Here's the current situation: After the first r...
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Tiger_SG
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2025-10-16

SG Banks Slips! What’s Your Time Span for Holding Banks?

Singapore’s three banking giants — $DBS(D05.SI)$ , $OCBC Bank(O39.SI)$ , and $UOB(U11.SI)$ — have all retreated recently, as investors brace for an expected Fed rate cut cycle. The question now is: where’s the focus when growth slows but dividends stay strong?DBS: The Dividend AnchorDBS just delivered another solid quarter — total revenue up 6% YoY to S$5.9B and net profit at S$2.9B, slightly lower due to global minimum tax adjustments.Still, the bank rewarded shareholders with a S$0.75 per-share dividend, up nearly 39% YoY, including a special S$0.15 capital return.At current levels (~S$54.8), that’s a ~5.5% yield — one of the highest in the region.Why Div
SG Banks Slips! What’s Your Time Span for Holding Banks?
TOPCadi Poon: DBS Bank has just delivered another solid quarter-total revenue growth of 6% year-on-year to S $5.9 B and net profit of S $2.9 B, down slightly due to the global minimum tax adjustment. Despite this, the bank still rewarded shareholders with a Dividend of S $0.75 per share, a year-on-year increase of nearly 39%, including a special capital return of S $0.15. At current levels (about S $54.8), the yield is about 5.5%, one of the highest in the region.
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Mrzorro
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2025-10-16
Trade War Safe Haven: The Ultimate SaaS Stocks Map Recent fluctuations in the Nasdaq reflect market concerns about the US-China trade war. Amid significant volatility in the semiconductor sector, the software sector has demonstrated relative resilience. As digital products do not require physical transportation, they are less sensitive to trade policies. Within the software industry, SaaS benefits from its stable subscription model, giving it an advantage. Why is the SaaS sector expected to be more resilient in the trade war? 1)SaaS companies' product development relies solely on domestic software developers and is not involved in the long supply chains of manufacturing, thus minimizing geopolitical risks in supply. 2)Moreover, the demand side for SaaS companies is predominantly domestic (
Trade War Safe Haven: The Ultimate SaaS Stocks Map Recent fluctuations in the Nasdaq reflect market concerns about the US-China trade war. Amid sig...
TOPMegan Barnard: PLTR’s 40% Q3 growth + AI tie-ins—trade war won’t touch its US demand!
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1.83K
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Emotional Investor
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2025-10-16
Can this bull run continue? This question Bemuses me. So I share two pics below, and will put my emotional investor perspective on it. First up, I started my investment journey on the stock market in 1987, at 17 years old. Fun fact, not a good year for the stock market or my initial foray investing in it. Back then, no cell phones, no internet, no pcs really. You had to buy a newspaper To keep track of stock prices. Brokerage fees started at around $100, so it was not a reality to buy $1 of stock, cause it would cost you $100. But I digress. Very different now.  I have invested the the stock market on and off since 1987, and learned a great deal. Made more money in the property market and running my own businesses to be fair, and then lost it all due to circumstances beyond my control
Can this bull run continue? This question Bemuses me. So I share two pics below, and will put my emotional investor perspective on it. First up, I ...
TOPReg Ford: From $10k to $40k now—target $1M in 5 years
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1.48K
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Mrzorro
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2025-10-16
Bitdeer Shares Jump 30% After September Metrics Update—What Happened? The AI-infrastructure trade is still running hot: despite U.S.–China headlines, many mining stocks keep making new highs—IREN is up an eye-catching 57% MTD in October—and Bitdeer's September update alone helped lift its shares about 25%, underscoring how “power + sites” can be rapidly repurposed for AI. Bitdeer's September update: +25% share move Bitdeer released its September operations update yesterday, sending its shares sharply higher. Key highlights: ~Production & hashrate. In September, Bitdeer mined 452 BTC, up +20.5% vs. August. Self-mining hashrate rose to 35.0 EH/s, with guidance to hit 40 EH/s by late October. Total “self-mining + hosting” under management reached 49.2 EH/s, with 153,000 self-owned miners.
Bitdeer Shares Jump 30% After September Metrics Update—What Happened? The AI-infrastructure trade is still running hot: despite U.S.–China headline...
TOPRon Anne: Bitdeer’s Clarington power moved to Q3 2026—AI pivot’s way ahead of schedule!
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The Investing Iguana
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2025-10-16

🇸🇬 SGX Daily Update—REITs, Dividends & Quiet Sector Moves You Shouldn’t Miss (16 Oct 2025)

🟩 ✈️ Singapore Airlines is soaring! In this episode of the Investing Iguana Daily SGX Market Digest, we’re shedding light on *SIA Passenger Gains* and what they mean for your investment decisions. Packed with insights, we break down how SIA’s strong September performance—3.7% passenger growth and an 87.1% load factor—outpaced capacity expansion, signaling solid demand in a competitive aviation market. Whether you're an investor eyeing dividend potential or tracking aviation trends, this is a must-watch. 📊 But that's not all! Join Iggy as we cover other big movers on the SGX, from Q&M Dental’s strategic expansion into Thailand to Jardine C&C’s governance shake-up. We’re also unpacking Aztech’s revenue struggles, Food Innovators’ turnaround, and the $40 billion AI infrastructure mega
🇸🇬 SGX Daily Update—REITs, Dividends & Quiet Sector Moves You Shouldn’t Miss (16 Oct 2025)
TOPkooko: Exciting updates on SIA! How do you think the passenger growth will impact dividends? I'm curious
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Barcode
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2025-10-16
$SEALSQ Corp(LAES)$ 🔥📡💰 LAES Institutional Call Surge Powers Quantum-Security Breakout 📡🔥💰 I’m tracking a decisive shift in sentiment as LAES attracts aggressive long-dated call sweeps into mid-2026. I’m locking onto this because this kind of flow in emerging quantum-security names has historically front-run powerful sector rotations. Institutional urgency, a sectoral inflection in quantum-resilient semiconductors, and breakout technicals are converging right now. 💥 Options Frenzy: Institutions Pounce on Long-Dated LAES Calls On 15Oct25 NZT, order flow exploded as traders piled into LAES 11C 18Jun26 calls. A series of sweeps hit the tape between 7.04 and 7.30 USD spot, with contracts priced from 1.25 to 1.40 USD. Premiums ranged from 25K to 136K U
$SEALSQ Corp(LAES)$ 🔥📡💰 LAES Institutional Call Surge Powers Quantum-Security Breakout 📡🔥💰 I’m tracking a decisive shift in sentiment as LAES attra...
TOPPetS: 🧭💰That order flow spike on 15Oct25 was wild. You rarely see volume dwarf open interest like that. The fact they were all at the ask says a lot about urgency. I’m curious to see how price reacts once it pushes through 8.50.
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Barcode
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2025-10-16
$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ 🚀🧠🌏 The Chip Superpower Map: Why ASML’s 2026 Dip Could Be the Trade of the Decade 🌏🧠🚀 I’m tracking how power across the semiconductor supply chain is shifting, and why ASML’s forecasted slowdown in 2026 may end up being a rare strategic accumulation window for long-term investors. This isn’t just about one company easing off the accelerator; it’s about how global chip infrastructure is being reshaped under the hood. The US remains dominant upstream. • Chip design: 51% global share, driven by $NVDA and $AMD. • EDA/IP: 68% share, led by $CDNS and $SNPS. • Equipment and tools: 47% share
$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ 🚀🧠🌏 The Chip Superpower Map: Why ASML’s 2026 Dip Could Be the Trad...
TOPCool Cat Winston: I really like how you framed ASML as the gatekeeper. That €44–60B revenue range by 2030 is massive. The Chinese demand slowdown in 2026 actually sets up a perfect accumulation play similar to what we saw with $TSM after its cyclical pullback.
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