895
·
2025-10-29
$TSLA VERTICAL 251205 PUT 415.0/PUT 420.0$ Optimistic on TSLA's product pipeline and its price high relative strength. Selling bull put spread where I have 75.5% probability of winning in less than a month.
TSLA Vertical
10-29 23:43
US415.0/420.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Open | -1.47 4 | -- Closed |
TOPjazzyco: Love the strategy and confidence here! [Cool]
954
·
2025-10-30
$TSLA 20251031 280.0 PUT$ 有理無理，280照賣，計埋呢半日，仲有2個交易日就完結，現價高報450外，賣280我都唔明點解會輸？淨係時間值都愈來愈小
TSLA PUT
10-30 00:27
US20251031 280.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.03 5Lot(s) | -- Closed |
TOPConsider the risks of time value as the maturity date approaches, which may affect your decision
2.70K
·
2025-10-30
$NVDA 20270115 175.0 CALL$ Already hit to and currently on the top price, open buy call till now only used 20days
NVDA CALL
10-29 21:56
US20270115 175.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 63.70 1Lot(s) | +38.00% Closed |
TOPNvda was in the $170's two weeks ago. I thought $200 would be a hard nut to crack I am happy to be wrong.
909
·
2025-10-30
$JXR(01951)$ $JXR(01951)$ 管理層$2.5左右增持，需要有點耐性，等待回美股上市股價會增長。
TOPPatience is key with JXR. Excited to see how this plays out on the US market
5.81K
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2025-10-30
$FOURTH PARADIGM(06682)$ 第四範式正式推出了「Virtual VRAM」可插入式虛擬顯存擴展卡，該產品通過將物理內存轉化爲可動態調度的顯存緩衝池，實現了GPU算力資源的彈性擴展。第四範式創始人戴文淵，第四範式聯合創始人、首席科學家陳雨強出席發佈活動
06682
10-30 09:51
HKFOURTH PARADIGM
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 54.31 2,000 | -- Closed |
TOPImpressive innovation! Can't wait to see more! [Wow]
6.14K
·
2025-10-30
$META VERTICAL 251121 PUT 690.0/PUT 685.0$ Decided to close the trade before earnings to remove the risk of price gaping. Manage to achieve 20% of the premium.
META Vertical
10-29 21:57
US690.0/685.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Debit Close | 1.20 1 | -- Closed |
TOPSmart move in hindsight. I got left holding 680 puts when META gap down today
3.31K
·
2025-10-30
AMD Aims for $300: Three Option Strategies to Position for Potential Gains
Several top investment banks, including Bank of America and HSBC, have significantly raised their price targets for $AMD$, with BofA lifting its target to $300 and reiterating its "Buy" rating. This optimism is not unfounded; it's based on strong signals from the recent OCP Global Summit and AMD's unprecedented growth visibility in both AI and traditional computing markets. Institutions widely believe AMD is positioned at the forefront of a multi-trillion dollar market, with significant re-rating potential for its stock price.Milestone Collaboration with OpenAI Opens AI Revenue CeilingThe core foundation for institutions' bullish $300 target for $AMD$ is its strategic partnership with OpenAI. This multi-year agreement plans to deploy up to 6GW of AMD Instinct GPUs. The implications are pro
TOPAMD was expected to drop further and test the 250 level, but it held strong and rebounded following solid earnings from Amazon, Apple, and Western Digital.
1.48K
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2025-10-30
Visa's Future: Durable Moat or Digital Disruption?
Visa (V) is often considered a blue-chip stalwart of the financial sector, benefiting from the secular, decades-long shift from cash to digital payments. The company's massive global network and high-margin, asset-light business model have delivered robust growth and shareholder returns. However, the future of the payments landscape is anything but static. Visa is the biggest holdings in my portfolio and I look to analyse two key structural risks—litigation and cryptocurrency disruption—warrant careful examination. Is Visa a good pick for the future, or are these headwinds strong enough to dismantle its dominant position? The Bull Case: Network Dominance and Digital Evolution The primary investment thesis for Visa rests on the sheer scale and durability of its network moat. * Network
TOPV’s $200M fraud fee settlement + VAS growth? Moat holds, phew!
1.86K
·
2025-10-30
So I would suggest the biggest question on many investors minds with $NVIDIA(NVDA)$ and actually any other stocks that hit record highs is, should I buy it now at record highs or wait til it dips a bit? But will it dip Or go even higher. If I don't get in now will I miss out, or if it does dip will I regret buying it at today's price. Well guys and girls, I have the answer to all these questions... Where is this stock that's reached record highs going? Not tomorrow, next week or next month. Where is it going a year or five years from now. Not an easy question to answer, it requires a huge amount of research. But anyone that says making money on the stock market is easy, is full of you know what. To uncover if a company is going to 10x for ex
TOPSuch insightful thoughts! Thanks for sharing! [Heart]
2.59K
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2025-10-30
Here’s my view on the current market environment — in particular, the interplay between equities (stocks) and gold — given the latest key developments from the Federal Reserve (Fed) and the recent behaviour of bullion. --- Key background/context The Fed cut interest rates by 25 basis points to a target range of 3.75 %–4.00 %. The Fed also announced it will end or very sharply reduce its quantitative-tightening (QT) / balance sheet runoff programme from 1 December, meaning it will stop shrinking its holdings of Treasuries and instead roll them over. Importantly, the Fed emphasised that a rate cut in December is by no means assured — the decision remains data-dependent. On gold: The metal recently breached USD $4,000 per ounce for the first time and is being driven by a com
TOPFantastic insights! Love the depth you provide! [Great]
1.92K
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2025-10-30
Here is a professional-tone assessment of the upcoming earnings for AAPL (Apple) and AMZN (Amazon), including what to watch for, the potential for them to “turn the tide” of their recent under-performance, and my view on their trajectories. --- What to watch Apple For Apple the key items investors will be focused on: 1. iPhone sales and upgrade cycle – The strength of the current iPhone model and the upgrade momentum, particularly in major markets such as the U.S. and China, is critical. Analysts expect iPhone revenue for the September quarter of about US$50.1 billion, up ~8.5 % year-on-year. 2. Services growth – The App Store, Apple Music, Apple Pay, iCloud, etc., remain important as higher-margin growth engines and stabilisers in slower product cycles. 3. Overseas / China performan
TOPAAPL’s iPhone cycle + $300 target? Steady path, solid call!
2.78K
·
2025-10-30
Morgan Stanley’s “Vintage Value 2026” list highlights 16 top picks like Amazon, Walmart, Microsoft, Meta, and Visa — stocks seen as having strong risk-reward potential over the next year. I’d follow the list as a reference, not a blind buy. It’s built for a 12-month horizon, so do your own checks before investing. Amazon (AMZN): Still promising — AWS, automation, and cost savings could boost profits. Yet, high valuation and slowing consumer demand may limit near-term upside. I’m moderately bullish, but position sizing is key. Walmart (WMT): More defensive and stable. Growth in Walmart+, retail media, and e-commerce strengthens its long-term story. Despite short-term margin pressure, it fits cautious investors better. In short: both are strong picks, but Walmart offers steadier growth whil
TOPGreat analysis! Balancing risk and reward in stocks like these is crucial for smart investing.
1.71K
·
2025-10-30
🌟🌟🌟I believe that Apple $Apple(AAPL)$ will close at a new all time high of USD 278.00 post earnings. Analysts expect solid performance, particularly driven by iPhone sales and continued growth in the services business. The consensus forecast for EPS is USD 1.77. The average revenue estimate is USD 102 billion. Key factors to watch : iPhone 17 sales : The demand for the iPhone 17 is a key focus for analysts. Tariff costs : The impact of tariffs on production costs will be a topic of interest. AI progress: Investors will be keen for updates on Apple's AI road map. Management guidance can also influence the stock's direction too. Apple has just reached USD 4 Trillion in market cap, joining the ranks of Nvidia and Microsoft.
TOPIn the past apple 🍏 beat top and bottom and was punished for some reason after earnings it drops. Not this time! Winners are getting rewarded. So look for Apple 🍏 to accelerate after earnings. Cook will hint at good guidance going through next year.
2.52K
·
2025-10-30
Unmasking Singapore's Dividend Dynamo: The REIT That's Printing Money Non-Stop!
Singapore's REIT scene is on fire right now, with powerhouse players churning out impressive earnings that scream opportunity for savvy investors chasing passive income streams. We're talking about rock-solid distributions, portfolio expansions, and a market rally that's got everyone buzzing. If you're eyeing that sweet spot where growth meets juicy payouts, buckle up—this deep dive uncovers the standouts, the strategies, and the one true beast dominating the dividend game. First off, let's break down the earnings firepower shaking up the sector. Sabana Industrial REIT just dropped a bombshell with its latest quarterly numbers, boasting a massive 38.4% jump in distribution per unit thanks to surging revenue and sharper net property income from optimized operations and fresh leases. Not far
TOPeppel DC REIT’s 55.5% income spike + AI demand? Total beast mode, nice call!
1.94K
·
2025-10-30
My stock to watch today is Fiserv $FISERV INC(FI)$ . The company just cut its full-year earnings forecast for the second straight quarter and announced a major leadership shake-up as its merchant business slows. Shares plunged over 40% on Wednesday — a stunning drop for such a big payments firm — reflecting investors’ deep concern over weak growth in its Clover point-of-sale platform, where payment volume rose just 8% versus 15% a year ago. CEO Mike Lyons admitted performance is below expectations, but the new leadership team — including Paul Todd from Global Payments and co-presidents
TOPThere is blood in the water and the sharks are circling to buy it up
563
·
2025-10-30
Microsoft Earnings Review: The Much-Criticized CapEx Surge Is Merely a Catch-Up for Last Year's Slowdown $Microsoft(MSFT)$
TOPAny MSFT investor that sells after yesterday is crazy and will regret it. This is a small bump in the road but patience is the key. I am not selling and would only consider doing so if the circumstances were right in 4-5 years. MSFT Long and Strong!
646
·
2025-10-30
Meta Q3 Review: Not That Bad, Near-Term Margin Pressure, Monetization Potential Adds Resilience Core Financial Indicators Revenue was $51 billion, up 26% year over year and above expectations. Net income was $2.7 billion, down 83% year over year, but the headline decline masks a major accounting item rather than a collapse in operation. The results weren’t as bad as the GAAP print suggests because: 1. Net Income Plunge Driven by a One-Time, Non-Cash Tax Charge The results weren't as bad as the GAAP print suggests because the profit drop was driven by a one-time, non-cash tax charge. Meta recorded $15.93 billion in “provision for income taxes” in Q3, which pushed the effective tax rate to 87% and hit GAAP earnings without creating a current-period cash outflow. Management also noted that, u
TOPMETA’s $60B AI ads ARR + 150M Threads DAUs? Core strength’s real, nice!
1.38K
·
2025-10-30
The $67 Billion Cash Cow: Google's Earnings Prove AI Isn't Killing Search—It's Supercharging It
For the past year, the dominant bear case against $Alphabet(GOOG)$ has been a simple one: Generative AI, whether from competitors or Google's own SGE, would "break" the search advertising model. The fear was that users would get answers directly from AI, skipping the sponsored links that pay all the bills. Alphabet's latest Q3 results just delivered a resounding, $67 billion rebuttal to that theory. The earnings report wasn't just a "beat." It was a fundamental validation of Google's entire AI strategy. The core thesis is now clear: AI is not a threat to the advertising business; it is its next great accelerator. For investors, this changes everything. The "Cannibalization" Myth Just Died Let's look at the numbers. The market was watching Google
TOPCompare with tech stocks META without any product, this GOOG should be atleast $600
2.20K
·
2025-10-30
The Fed's 25bps cut was priced in for weeks, so the market's initial pop felt more like relief than surprise. Powell's "December is not a done deal" line kept the door open for a pause, which means the bond market will stay on edge until the next jobs report. I'm watching the 10-year yield—if it holds below 4.3 %, risk assets still have room to run; anything north of 4.5 % and the party could stall. Nvidia single-handedly dragged the S&P 500 to a fresh high, but breadth is narrowing fast. When one name carries the index, I treat it as a yellow flag rather than a green light. My portfolio is overweight tech, yet I trimmed some Nvidia yesterday to raise cash—call it profit-taking with an eye on rotation into small-caps if the Russell 2000 can finally break 230. Gold rebounding to $4,000
TOPInteresting insights! Keep up the great work! [Great]
2.68K
·
2025-10-30
I'm thrilled to see Apple and Amazon step up to the earnings plate this Thursday, because the market needs a jolt after the AI-fueled Nvidia mania. For me, Apple's report is the real litmus test: iPhone unit sales in China will tell us if the world's biggest consumer market is finally shaking off its post-COVID funk, and the services bundle (App Store, Music, Pay) is the margin rocket that keeps the stock aloft even when hardware stalls. I've been pounding the table on Apple's installed-base monetization for years; if services growth accelerates past 15%, I'll view any share dip as a screaming buy before the iPhone 17 cycle hits in 2026. Amazon, on the other hand, is the ultimate two-headed beast. AWS remains the profit engine, and I'm laser-focused on whether cloud revenue growth re-accel
TOPAfter the numbers Google put up this deserves to be up way more! I recommend getting in now while it's still cheap.