$D-Wave Quantum Inc.(QBTS)$$IONQ Inc.(IONQ)$$Rigetti Computing(RGTI)$ I’ve watched enough tape over the years to know when headlines spark a frenzy faster than reality can catch up. Today’s chatter about the Trump administration’s supposed plan to take equity stakes in quantum firms like IONQ, RGTI, QBTS and QUBT fits that pattern perfectly. The Wall Street Journal floated whispers of Commerce Department talks, at least $10 million per firm in funding for shares, before Reuters snapped back with a flat denial: “No active negotiations underway.” That gap between rumour and rebuttal triggered the volatility you see below. Quantum Computing Stocks Are on a Wild Ri
$Bloom Energy Corp(BE)$$NVIDIA(NVDA)$$Plug Power(PLUG)$ 🔥⚡ Bloom Energy at a Watershed: Mastering the 6× IPO Rule Amid the AI Power Surge ⚡🔥 I’m diving into Bloom Energy (BE) at a moment that feels like a structural inflection point, both technically and fundamentally, as of 06:45 AM NZDT on 24 Oct 25. The stock has soared more than 6× its $15 IPO, paused near euphoria, broken out decisively, and is now retesting that pivotal $90 zone. My backtests show these 6× IPO levels often act as decision points where momentum either accelerates or fades. With earnings on 28 Oct 25, this setup demands precision, not emotion. ⚙️ Fundamental and Strategic Context I’m tracking
$Tesla Motors(TSLA)$$Direxion Daily TSLA Bull 2X Shares(TSLL)$$NVIDIA(NVDA)$ 🔥🚗📈 $TSLA Ignites Off $414; Eyes Locked on $465 Breakout! The rebound off $414 delivered a textbook power move; a clean sweep of liquidity followed by vertical momentum. Holding $443–$444 now becomes pivotal for sustaining structure and confirming this leg higher. Above, the $451.40–$455.45 blue bands act as the first resistance cluster, with $465 as the key trigger level to unlock higher ranges. A decisive close through $465 could open momentum extension targets into the upper July volume node zone. The broader market is also shaping a V-recovery ahead of tomorrow’s CPI print, but I’d
Why Consider Shifting to Old-School Value Now?A full pivot? Not yet—the Titans' momentum (e.g., Nvidia's projected $3T market cap) suggests growth could run longer. But partial rotation makes sense for these reasons:Valuation Stretch: U.S. growth trades at premiums (e.g., high P/E ratios from AI capex), risking a pullback if earnings disappoint or rates stay "higher for longer." Value sectors like financials and energy are at historical discounts, offering a buffer. Fed Cuts Favor Value: With rate reductions underway, high-yield value stocks (e.g., dividend aristocrats) thrive on lower borrowing costs and income stability, unlike growth's reliance on future promises. Diversification Imperative: Titan concentration amplifies volatility—markets are "climbing a wall of worry" with U.S.-China
UnitedHealth Group (UNH) Earnings To Suffer From High Medical Utilization Strain
$UnitedHealth(UNH)$ expected Q3 2025 earnings release, which is anticipated around October 28, 2025. The outlook for UNH's Q3 2025 is dominated by the ongoing pressure from higher-than-expected medical costs, particularly within its Medicare Advantage (MA) segment. The company has already lowered its full-year guidance earlier in 2025, making the Q3 report critical for demonstrating stabilization and execution on cost management. Consensus Estimates and Key Expectations The UnitedHealth (UNH) fiscal Q2 2025 earnings report presented a mixed picture, primarily defined by robust revenue growth but significant pressure on earnings and margins due to higher-than-expected medical costs. UnitedHealth (UNH) Fiscal Q2 2025 Earnings Summary The most notable
Can Novartis (NVS) Overcome Drugs Moderation and Declines For Controlled Growth?
$Novartis AG(NVS)$ upcoming fiscal Q3 2025 earnings is scheduled to be reported before the market opens on Tuesday, October 28, 2025. Q3 2025 Consensus Estimates These are the headline numbers Wall Street will be measuring the report against. A "beat" or "miss" on these two metrics will set the initial tone for the stock's reaction. Consensus EPS: $2.26 (representing an approximate 9.7% increase year-over-year) Consensus Revenue: $13.90 billion (representing an approximate 8.4% increase year-over-year) Novartis has a strong recent history of beating EPS estimates, so a simple beat may already be priced in. The magnitude of the beat and, more importantly, the quality of it (i.e., driven by sales growth vs. cost control) will be key. Summary of Q2 20
Crypto's Big Break: Armstrong Drops Bombshell on Imminent Regulatory Overhaul!
Coinbase chief Brian Armstrong just ignited fresh excitement across the crypto space by declaring the push for market structure legislation has hit peak momentum. After direct talks with key Senate figures from both parties eager to seal the deal, he revealed they're tantalizingly close—90% of the way to establishing clear, balanced rules that could reshape how digital assets operate in the US. This isn't just talk; it's a pivotal shift that promises to clarify classifications, boost innovation, and protect consumers without stifling growth. Imagine a framework where cryptos aren't caught in regulatory limbo anymore. The bill in focus aims to define boundaries between securities and commodities, empowering the CFTC with more oversight on non-security tokens like Bitcoin and Ethereum. This
I’ve been following the S-REIT earnings closely, and today’s results look solid. $FrasersCentrepoint Trust(FRZCF)$ continues to shine in suburban retail, with strong revenue and NPI growth driven by new acquisitions and AEI upgrades. Though DPU growth was modest, occupancy remains healthy and shopper traffic is trending up — a good sign for long-term stability. $Suntec
Robinhood’s Maturity Test: Can HOOD Turn Hype into Hard Cash?
Few stocks have swung from derision to reverence as quickly as $Robinhood(HOOD)$. After soaring more than 400% over the past year, the company now boasts a $119 billion market cap, a 50% profit margin, and $19 billion in cash. But beyond the headlines and memes, the real question isn’t whether Robinhood can survive — it’s whether it can sustain its reinvention as a fintech platform capable of marrying explosive growth with financial discipline. That, ultimately, is the maturity test. Turning volatile momentum into disciplined, scalable market structure From Trading Frenzy to Platform Power Robinhood’s resurgence isn’t simply a replay of retail euphoria. It reflects a deliberate pivot toward platform monetisation, where trading, cash yield, and cry
$Keppel DC Reit(AJBU.SI)$ Keppel DC REIT's distributable income including capex reserves for the nine months to Sept 30 rose by 55.5% y-o-y to $195.3 million while distributions per unit (DPU) rose by 8.8% y-o-y to 7.67 cents in the same period. In 3QFY2025, DPU rose by 1.5% to 2.537 cents y-o-y. Keppel DC REIT pays DPU twice a year. Net property income (NPI) rose by 42.2% to $280.2 million. The higher NPI was due to the acquisitions of Keppel DC Singapore (KDC SGP) 7&8, Tokyo Data Centre 1 and organic growth from higher contributions from contract renewals and escalations
Options Market Statistics: Intel Surges 7.7% After-Hours on AI-Driven Profitability $SUPER MICRO COMPUTER INC(SMCI)$ ranked seventh in options activity with a neutral put/call ratio of 0.43 and a low IV rank of 18.31%, indicating subdued volatility expectations as volume reached 0.56 million contracts against 2.34 million in open interest. Shares declined 8.72% pressured by the company's downward revision of its fiscal Q1 revenue guidance to $5 billion from the prior $6-7 billion range, citing delays in customer deployments that shifted some revenue to Q2. $Intel(INTC)$ saw robust engagement with a bearish put/call ratio
TRADE PLAN for LOTTO Friday ✅ $SPX we should see a test of all time highs at 6762 in the next 2 days. If SPX closes through 6762 it can run to 6800 SPX Oct 24 6760C is best above 6740 tmrw $TSLA what a reversal from 414. TSLA through 450 can test 465,488 next. TSLA Oct 31 470C is best above 450 $NBIS almost at the 110 target if it reclaims 110 it can pop up to 115-118 by next week. NBIS Oct 31 110C can work above 107 $QQQ keep a close eye on 613 tomorrow. QQQ through 613 can run to 620+
HSI – trades in a 1800-point range over the past two weeks; where are the key levels to note in the short-term?
👩🏫Trading at 27,000 two weeks ago on 9 October, the HSI October futures tumbled 7% a week after and has since traded in a tighter range this week. SGX Academy Trainer Binni Ong’s view is that the HSI continues to trend within an upward-sloping channel, but shares the short-term key levels to note on whether this trend will sustain or break down. 📝Read more: https://www.warrants.com.sg/marketnews/highlight/todayhighlight/7750 Warrants mentioned in the post: Trending HSI call warrant $HSI 29200MBeCW251230(VTTW.SI)$ Trending HSI put warrant $HSI 24200MBePW251127(9FCW.SI)$ *This post is sponsored by Macquarie Warrants Singapore. Binni’s view does not represent that of Macquarie’s
🔻Japanese stocks are starting the day gloomy, with the $Nikkei 225 Index(N225.JP)$ December futures trading down 1.2% to 48,610 as of 835AM after touching 50,000 on Tuesday morning this week 🏴Apart from what could be a pullback from a major resistance level, news that the Trump administration is weighing export restrictions against China that would bar the purchase of a wide swath of critical software, is adding to the sombre mood in the Nikkei225 this morning 💫The Nikkei225 Index has enjoyed a phenomenal October, with the December futures' rising 9.7% this month, outperforming the MSCI Asia Pac Index which is up only 2.4% this month. 🧑💼The appointment of Japan's very first female Prime Minister Sanae Takaichi - who is known for her dovish sta
$DUOL 20251107 275.0 PUT$ I opened 1 lot(s) $DUOL 20251107 275.0 PUT$ USD1200 if price stays above $275 on 7 Nov. If price falls below $275, I am obligated to buy at $275. Regardless of the price movements, USD1200 is mine [Miser]