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FranklinMorley
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2025-10-28
$Alphabet(GOOG)$ surged 3.6% yesterday, blasting through its all-time high! With Q3 earnings tonight, all eyes are on AI monetization and cloud growth. Confident it won't disappoint. My investment thesis holds strong - bullish on its next phase!
$Alphabet(GOOG)$ surged 3.6% yesterday, blasting through its all-time high! With Q3 earnings tonight, all eyes are on AI monetization and cloud gro...
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4.30K
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Option_Movers
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2025-10-28

Option Movers | Strive Sees 96% Call Options; Qualcomm's $200 Call Soars 2680%

Market OverviewWall Street's main indexes posted record closing highs for the second day in a row on Monday (Oct. 27) as investors were hopeful about the prospects for a U.S.-China trade deal and looked forward to a week packed with high-profile technology earnings and a widely expected U.S. interest rate cut.Regarding the options market, a total volume of 58,863,458 contracts was traded, down 18% from the previous trading day.Top 10 Option VolumesTop 10: $NVDA(NVDA)$, $ASST(ASST)$, $TSLA(TSLA)$, $SOFI(SOFI)$, $INTC(INTC)$, $AMD(AMD)$, <
Option Movers | Strive Sees 96% Call Options; Qualcomm's $200 Call Soars 2680%
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3.75K
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Maverick Options
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2025-10-28

$16B Revenue by 2026? Celestica’s Bold Forecast Shakes Market Consensus.​

$Celestica(CLS)$ delivered robust Q3 2025 financial results, with overall performance exceeding market expectations. This strong showing was primarily driven by sustained explosive demand for AI data center infrastructure, significantly boosting both revenue and profitability. Key highlights include revenue growth of 28% year-over-year to $3.19 billion and adjusted earnings per share (EPS) rising 52% to $1.58, both exceeding the upper end of guidance. Potential concerns include a slight 4% revenue decline in the Advanced Technology Solutions (ATS) segment and cyclical fluctuations in non-AI-related businesses. However, overall gross margin improvement indicates rising operational efficiency.Key Financial HighlightsRevenue: $3.19 billion, up 28% yea
$16B Revenue by 2026? Celestica’s Bold Forecast Shakes Market Consensus.​
TOPMerle Ted: this will be trading above $500 by end of year
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48.10K
General
Macquarie Warrants Singapore
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2025-10-28

⚠Top mover alert: Wilmar up 3.3%, the most in 6 months on surging trade volumes

💫 $Wilmar Intl(F34.SI)$ shares are currently 3.3% higher to $3.15 as of 932AM, its highest since 28 April 2025, on triple its 20-day average trading volume 9⃣This is Wilmar's 9th consecutive day of positive share price return, marking a 10.2% rebound from its 9 year low share price of $2.85 on 6 October 2025 ✳Trending Wilmar call warrant $Wilmar MB eCW260227(ZAJW.SI)$ (https://warrants.com.sg/tools/livematrix/ZAJW) is up 7 times more i.e. +71.4% to SGD 0.024 given Wilmar's 10.2% increase from 6 October. There is no put warrant available over Wilmar. 👨‍⚖Wilmar has been dragged down by regulatory sagas, having just charged for its cooking oil case as well as alleged sugar price manipulation 🛢Its curren
⚠Top mover alert: Wilmar up 3.3%, the most in 6 months on surging trade volumes
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70.62K
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Macquarie Warrants Singapore
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2025-10-28

Seatrium – TenneT terminates Petrofac from 2GW programme

🌦Plunging 17% over 10 ten days from 10 October 2025 after Seatrium’s client Maersk Offshore Wind unexpectedly terminated a US$475 million contract that was 98.9% completed, $Seatrium Ltd(5E2.SI)$ shares appear to have begun on a rebound ⚖The shares are 6.8% higher over the last 5 days on a SGX filing that Seatrium has rejected the notice of termination from Maersk for “wrongful termination”, as well as news that one of its clients TenneT has terminated another shipyard Petrofac’s services, giving rise to a possibility that the orders may be reassigned to another shipyard such as Seatrium 📝Macquarie Research (MQ) reported on the latter news on 23 October in a report stating whether they think Seatrium may benefit from this situation What’s new Pe
Seatrium – TenneT terminates Petrofac from 2GW programme
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7.11K
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Daily_Discussion
·
2025-10-28

🚀 Reveal your secrets to building a fortune on the market!

Hi,Tigers:The market puzzle awaits. What piece are you placing? 🧩Interpreting the data with a clear head or a cautious eye?Join the discussion and see the whole picture together.Catch up fast:These events rocked the markets today.More NewsTiger Community TOP10 Tickers🎯 S&P500 Most Active Today 👉@TigerObserverWeekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, EarningsCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!✨Tuesday — Singapore StocksSingapore stocks opened higher on Tuesday, with the Straits Times Index rising 0.48%. Keppel REIT and Golden Agri-Resources gained about 2%, whil
🚀 Reveal your secrets to building a fortune on the market!
TOPShyon: My stock in focus today is $Qualcomm(QCOM)$ , after it officially entered the AI accelerator market with its new AI200 and AI250 chips. This marks a major shift beyond smartphones, positioning Qualcomm to challenge Nvidia and AMD. The chips offer higher memory capacity and lower power consumption, giving Qualcomm an edge in energy-efficient AI computing. I see this as a bold and timely move. The $500 billion AI market is still growing, and Qualcomm’s strength in mobile efficiency and edge AI could help it gain ground in areas where power management is crucial. By leveraging its strong industry ties, Qualcomm may not need to beat Nvidia outright but instead capture valuable niches in on-device and distributed AI. From an investment view, I’ll be watching market response and future guidance. Qualcomm remains undervalued versus peers, but this AI-focused pivot could drive renewed interest and a potential re-rating if adoption and execution stay strong. @Tiger_comments @TigerStars
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1.28K
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Xaddy_Analyst
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2025-10-27

SIA's Record Profits vs. Reality: 'Revenge Travel' is Officially Dead. What's Next?

For the past two years, $Singapore Airlines(C6L.SG)$ has been the ultimate reopening trade, posting a string of mind-blowing, record-breaking profits. It seemed the airline could do no wrong. But the party is over. That incredible surge was fueled by a once-in-a-generation phenomenon: "revenge travel." A world of locked-down passengers burst out, willing to pay any price for a ticket, while airline capacity was still crippled. Now, that pent-up demand is exhausted. Travel is normalizing. Competitors from the Middle East and China are back online. The upcoming earnings report will be the most important in years. It’s the first "clean" look at the new reality. The question is: Did SIA use its record cash haul to build a fortress, or was this all just a temporary, sugar-fueled high? WHAT:
SIA's Record Profits vs. Reality: 'Revenge Travel' is Officially Dead. What's Next?
TOP0billionaire: You're right to be cautious ahead of the earnings report. Timing could be key for long-term gains
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Xaddy_Analyst
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2025-10-27

The SG Bank Dilemma: Record Profits Are Here. Why Are Rate Cuts a Ticking Time Bomb?

The "Big 3" Singapore banks are in their golden era. $DBS(D05.SG)$, $UOB(U11.SG)$, and $OCBC Bank(O39.SG)$ are all expected to post another round of record-breaking profits, fueled by the most powerful tailwind they've seen in a decade: high interest rates. But this is the paradox. The very catalyst that created this profit boom is about to violently reverse. The market is now fully pricing in a global pivot to rate cuts in 2026. This isn't just a minor shift; it's a fundamental threat to the banks' core business model. The "free money" from Net Interest Margins (NIMs) is ending. The question for investors is no longer "how high can profits go?" It's "can the banks find a new engine before this one flames out?" WHAT: The Peak Profit Picture To understand the risk, we have to understand t
The SG Bank Dilemma: Record Profits Are Here. Why Are Rate Cuts a Ticking Time Bomb?
TOPAstrid Stephen: DBS leads wealth migration! Rate cuts = fee boom.
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James_Niffler
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2025-10-27

CRWV & CORZ: The Reverse Arbitrage Opportunity

$CoreWeave, Inc.(CRWV)$ s proposed $9 billion acquisition of $Core Scientific, Inc.(CORZ)$ represents the most significant source of valuation divergence currently impacting CRWV's near-term valuation. The core rationale for this acquisition lies in CRWV gaining access to valuable power resources and infrastructure footprint through the acquisition of CORZ to support its rapid expansion in the AI data center sector. Simultaneously, as the target company, the gap between CORZ's current stock price and the implied valuation from the merger presents an arbitrage opportunity for the market, indirectly supporting CRWV's stock performance.As of October 27, 2025, the transaction remains in the shareholder voting
CRWV & CORZ: The Reverse Arbitrage Opportunity
TOPEvanHolt: This sounds like a fascinating opportunity
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1.41K
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SmartReversals
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2025-10-28

BABA: Shooting Star Meets Key Support

$Alibaba(BABA)$ : The Shooting Star that appeared at the 20DMA, combined with the gap below, suggests a bearish setup. However, analyzing the weekly timeframe reveals a promising 2-weeks bounce from the annual level of $163. The current gap therefore looks more like a buying opportunity as long as the price holds above $163.Stock chart for BABA on daily timeframe displays candlestick price movements with green highlighted areas indicating potential support levels red arrow pointing to shooting star pattern at 20DMA blue arrow to gap below volume bars on bottom in orange ranging from 20 to 30 million shares time axis from April to November with price scale from 163 to 120 on right and indicators like 10MA 20MA labeled. For whom haven't open CBA can
BABA: Shooting Star Meets Key Support
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1.57K
General
pretiming
·
2025-10-28

AUR’s trend remains bearish but stabilizing

$Aurora Innovation(AUR)$ 1.Long-Term Investment Strategy & AnalysisAUR remains positioned in a Bearish Zone, characterized by persistent selling pressure and a higher risk of continued downside. The recommended long-term position remains Sell and Observe.Within this bearish framework, the trend alternates between Downtrends (strong downward flows with minor recoveries) and Rebound Trends (temporary upward corrections followed by renewed selling). This pattern implies limited long-term upside potential and elevated risk, making capital preservation a priority.The ‘Sell and Observe’ stance has now been maintained for 22 days, helping investors avoid a cumulative -11.5% decline since the trend turned bearish. This demonstrates effective risk manag
AUR’s trend remains bearish but stabilizing
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63.00K
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Elliottwave_Forecast
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2025-10-27

PLTR Last Leg? Why Palantir Could Be Approaching a Critical Correction

Palantir Technologies Inc. (PLTR) continues to dominate the AI-driven data analytics space, recently surging over 130% year-to-date to trade near $184.63. Investors have responded enthusiastically to its expanding government contracts, including a $10 billion U.S. Army deal and a £1.5 billion defense partnership with the U.K. These wins have propelled Palantir’s Q2 earnings past expectations, with $1 billion in revenue and 16 cents EPS. As a result, the company raised its full-year guidance. However, its valuation raises concerns: with a forward P/E ratio above 200, Palantir must deliver sustained earnings growth to justify its premium. Analysts remain divided, issuing a consensus “Hold” rating and setting price targets that range widely from $45 to $215—highlighting both upside potential
PLTR Last Leg? Why Palantir Could Be Approaching a Critical Correction
TOPpuffyxx: Great insights on Palantir! 🌟 Keep them coming
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63.11K
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Elliottwave_Forecast
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2025-10-27

Dell Technologies Elliott Wave Analysis: Wave IV Completion Signals Start of a New Bullish Cycle

After completing a three-leg correction within the blue box and breaking out of the red channel, Dell Technologies (NYSE: DELL) resumes its next impulsive bullish phase. Dell Technologies (NYSE: DELL) shows a strong Elliott Wave structure on the weekly chart, suggesting that a long-term uptrend is in progress. The larger count reveals that the stock completed a major wave III peak and then entered a wave IV correction before turning higher again. From the wave II low, Dell formed a clean five-wave advance —labeled ((1)), ((2)), ((3)), ((4)), and ((5))—to finish wave III. After this top, the stock began a complex correction marked as wave IV, unfolding as a double three pattern ((W))-((X))-((Y)). This decline stayed within the red descending channel, showing textbook Elliott Wave behavior.
Dell Technologies Elliott Wave Analysis: Wave IV Completion Signals Start of a New Bullish Cycle
TOPjollyfo: Amazing analysis, truly insightful! [Cool]
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4.25K
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Xaddy_Analyst
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2025-10-27

SG Earnings Reveal a "Great Rotation": Are You Selling Banks to Buy SREITs?

This Q3 earnings season is exposing a deep fracture in the Singapore market. The $Straits Times Index(STI.SI)$ is being pulled in two opposite directions, and the "easy money" trade that worked for the last two years is now broken. For the first time since the rate-hike cycle began, we are seeing a clear, aggressive divergence between the "Old Kings" (the Banks) and the "New Challengers" (the SREITs). The record-breaking profits from the banks are being met with a shrug, while the "just okay" results from SREITs are sparking rallies. This isn't a glitch. This is the "Great Rotation" beginning in real-time. This post analyzes this critical inflection point and the one question every SG investor must now answer: Is it time to take profits from banks and redeploy that capital into the beat
SG Earnings Reveal a "Great Rotation": Are You Selling Banks to Buy SREITs?
TOPPhyllis Strachey: Banks’ 47% 2024 outperformance’s fading—SREIT NAV discounts are too juicy, nice!
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2.51K
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Mrzorro
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2025-10-27
Apple Earnings To Watch: iPhone 17, Greater China, Services Global consumer electronics giant $Apple(AAPL)$   is set to report its FY25Q4 earnings after the market closes on Thursday, October 30. With its market capitalization just a step away from the $4 trillion club, the market is optimistic about a sustained recovery in earnings growth. Option Market Signals With Apple's Q3 earnings report scheduled for October 30th, the derivatives market is painting a picture of confident optimism, a stark contrast to the high-anxiety pricing seen elsewhere in the tech landscape. The most telling metric is the Put/Call Ratio, which has fallen to a robustly bullish 0.67. As the stock's price has climbed steadily since
Apple Earnings To Watch: iPhone 17, Greater China, Services Global consumer electronics giant $Apple(AAPL)$ is set to report its FY25Q4 earnings af...
TOPVenus Reade: Buffett left $70 billion on the table by selling AAPL stock. Don’t sell!
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1.56K
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Mrzorro
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2025-10-27
Meta Q3 Preview: The 21.6% Revenue Growth Expectation and a Longer Growth Narrative Are Key Meta will release its third quarter results after US market close on Wednesday, 29 October 2025. The setup is straightforward: consensus looks for about $49.4 billion in revenue (roughly 21.6% year-over-year) and EPS up ~11%. The market's central debate is whether AI-driven product improvements and monetization—across messaging, Reels, and Threads—are scaling fast enough to offset deliberately higher spending. Investors also expect CapEx and depreciation to trend up as the company builds out AI infrastructure, so any evidence that spending is translating into durable revenue growth and long-run margin expansion will matter more than a penny or two on the headline print. Option Playbook Options posit
Meta Q3 Preview: The 21.6% Revenue Growth Expectation and a Longer Growth Narrative Are Key Meta will release its third quarter results after US ma...
TOPEnid Bertha: Quality is the best hedge against panic selling. Few days ago this stock was in the 600’s, not only I didn’t sell but I added more.
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3.40K
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Bullaroo
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2025-10-27

Trade-War Thaw Triggers Risk-On Surge: Gold Plunges 3.1%, S&P Futures Leap 1.1%

— But Is the Relief Rally Built to Last? Gold crashed 3.1% to $3,985/oz in overnight trading, while S&P 500 futures vaulted 1.1% and Nasdaq futures soared 1.4% as investors pile into risk assets ahead of tomorrow’s Trump-Xi summit in Seoul. The sell-off in bullion—down $126 in 24 hours—erases half the safe-haven premium built during October’s tariff panic, when gold spiked to a 2025 record $4,371 on fears of Nov 1 tariff activation and rare-earth export bans. With a “framework truce” reportedly pre-cleared, markets are laser-focused on three make-or-break questions: 1. Will Tomorrow’s U.S.-China Meeting Go Well? Probability of a Positive Outcome: 74% (Up from 48% Oct 20) Bull Case (58% Base Case) 90-day tariff freeze (Nov 1 deadline suspended) China pledges 22M metric tons of U.S. soyb
Trade-War Thaw Triggers Risk-On Surge: Gold Plunges 3.1%, S&P Futures Leap 1.1%
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5.48K
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许智玮
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2025-10-28

XPEV A Short Sprint Or A Long Run?

About XPeng XPeng Inc designs, develops, manufactures, and markets smart electric vehicles (EVs) in the People's Republic of China. It offers SUVs under the G3, G3i, and G9 names; four-door sports sedans under the P7 and P7i names; and family sedans under the P5 name. The company also provides sales contracts, super charging, maintenance, technical support, auto financing, insurance, technology support, ride-hailing, automotive loan referral, and other services, as well as vehicle leasing and insurance agency services. Key Points XPeng (NYSE:XPEV) has received a sell (D-) rating from Weiss Ratings, indicating a negative outlook on the stock. Bank of America increased its price target for XPeng from $25 to $26 and assigned a "buy" rating, while several analysts hold varying ratings includin
XPEV A Short Sprint Or A Long Run?
TOPJimmyHua: Great thoughts and insights!
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