To The Moon

Sign Up
CommunityConnect with experts, uncover more opportunities
DJIA
--
--
DJIA
NASDAQ
--
--
NASDAQ
S&P 500
--
--
S&P 500
HSI
--
--
HSI
Straits Times Index
--
--
Straits Times Index
S&P/ASX 200
--
--
S&P/ASX 200
2.71K
General
Shyon
·
2025-10-29
Morgan Stanley’s 2026 Vintage Value list looks strong after last year’s picks soared—KKR, Walmart, and Tenet Healthcare all jumped over 65%. Amazon topping the list again shows its staying power, but I’ll be selective rather than follow it blindly. Their track record earns respect, but my portfolio needs balance, not blind faith. My top choice is NextEra Energy $NextEra(NEE)$ . With massive wind and solar projects, it’s a quiet leader in renewables—steady dividends, solid moat, and great for long-term compounding. Palo Alto Networks $Palo Alto Networks(PANW
Morgan Stanley’s 2026 Vintage Value list looks strong after last year’s picks soared—KKR, Walmart, and Tenet Healthcare all jumped over 65%. Amazon...
# Morgan Stanley Vintage Value List Update: Will You Follow Their 2026 Picks?
TOPEnid Bertha: NEE will miss guidance goals for renewable additions in '24/'25. Not by much, but a miss is a miss.
6
Report
2.41K
General
Mrzorro
·
2025-10-29
Nvidia's $500 Billion Bombshell: Unpacking the New Math That Sparked the Rally $NVIDIA(NVDA)$   CEO Jensen Huang's keynote at the recent GTC DC conference stunned the market, driving a surge in the company's stock. The most critical slide, and the direct catalyst, was the guidance for Nvidia's AI chip demand. The Most Critical Slide The most critical slide, and the direct catalyst, was the guidance for Nvidia's AI chip demand. The first bar on this keynote's chart showed cumulative shipments of 4 million GPUs from the previous-generation Hopper architecture between 2023-2025, contributing $100 billion in revenue. For context, Nvidia's H100 (Hopper) began shipping in October 2022, with the DGX H100 shipping
Nvidia's $500 Billion Bombshell: Unpacking the New Math That Sparked the Rally $NVIDIA(NVDA)$ CEO Jensen Huang's keynote at the recent GTC DC confe...
# H200 China Sales Near Confirmation: Can Nvidia's Rally Last?
TOPMortimer Arthur: I bet that NV stock is the most stable one among all tech stocks, and will be the last one to drop if the whole market tanks.
3
Report
1.06K
General
Mrzorro
·
2025-10-29
Seagate And SK Hynix Earnings Beat Fuels Sustained Sector Boom After-hours earnings from Seagate and SK hynix point to continued strength across memory and storage. $Seagate Technology PLC(STX)$   Year-to-date, both Western Digital (WDC) and Seagate (STX)—heavily exposed to HDD—rank among the top five performers in the S&P 500, and Seagate's latest results validate that rally. Seagate (fiscal Q1 FY26, September quarter) ~Revenue $2.63B, +21% y/y (vs. Street $2.55B); non-GAAP net income $583M, +73% y/y; EPS $2.61 (vs. $2.39 expected). However, a slowdown in revenue growth is notable. ~Outlook: Q4 (Q2FY26) revenue guide ~$2.7B (+~16% y/y), slightly above consensus. ~Profitability: Gross margin 40.1% (in line wi
Seagate And SK Hynix Earnings Beat Fuels Sustained Sector Boom After-hours earnings from Seagate and SK hynix point to continued strength across me...
# 💰Stocks to watch today?(14 Apr）
TOPJo Betsy: SK Hynix’s 57% margin + HBM4 launch? AI fueling monster gains, nice call!
4
Report
820
General
Mkoh
·
2025-10-29
Yes, it could be a prudent addition to a diversified portfolio, especially if you're seeking high-yield income with moderate growth. The 30% YTD run-up reflects strong recovery in retail footfall (+25% YoY) and strategic acquisitions, but at current levels, it's trading near fair value with limited near-term capital appreciation (per avg targets). Anchored by a huge Singapore exposure ensures stability The solid yield and stable outlook make it defensive against volatility, outperforming many peers. However:Pros: Resilient ops, positive reversions, growth pipeline. Cons: Modest revenue growth YTD, potential rate sensitivity as a REIT.
Yes, it could be a prudent addition to a diversified portfolio, especially if you're seeking high-yield income with moderate growth. The 30% YTD ru...
# SG Earnings Season: Share Your 1-Sentence Insight!
1
Report
1.02K
General
WeChats
·
2025-10-29
🔮 NVIDIA’s NVQLink: The Neural Bridge to the Quantum Universe At the GTC conference, when Jensen Huang announced NVIDIA’s $NVIDIA(NVDA)$  partnership with Nokia, we saw his ambition to control the “AI nervous system.” But when he unveiled NVQLink, he revealed something far grander — his blueprint for connecting the quantum universe itself. --- ⚡ The Achilles’ Heel of Quantum Computing To understand NVQLink, we must first understand what makes quantum computers so fragile. Imagine a genius baby — incredibly smart, yet so delicate that even a speck of heat, electromagnetic noise, or cosmic ray can collapse its thoughts in an instant. This collapse is called decoherence. To keep this genius alive, scientists built
🔮 NVIDIA’s NVQLink: The Neural Bridge to the Quantum Universe At the GTC conference, when Jensen Huang announced NVIDIA’s $NVIDIA(NVDA)$ partnershi...
# H200 China Sales Near Confirmation: Can Nvidia's Rally Last?
TOPEnid Bertha: I will be happy if this holds 200 by Friday close. Anticipation of earnings will be the next leg of the run.
3
Report
1.12K
General
HawS
·
2025-10-29
$Microsoft(MSFT)$  decision to announce its blockbuster OpenAI deal just 24 hours before its earnings report was a masterstroke in controlling the narrative. By releasing this overwhelmingly positive news first, Microsoft set a bullish, long-term tone for the financial discussion, focusing investors on its AI dominance rather than just quarterly sales figures. The deal was an unambiguous strategic victory, securing a massive $250 billion Azure contract and extending crucial IP rights. This created a powerful "halo effect." When the earnings were released, any strong cloud performance would be seen as confirmation of this brilliant strategy, while any potential weakness in other divisions would be largely overshadowed
$Microsoft(MSFT)$ decision to announce its blockbuster OpenAI deal just 24 hours before its earnings report was a masterstroke in controlling the n...
# Is Google Done Rallying? Bet on AI Flywheel or Sell Into the Hype?
TOPValerie Archibald: Nice earnings report. More and more outages because of less spend on resources(h1bs) is going to hurt them big in the long run. They have the cash and need to spend to be on top. Penny wise pound foolish.
4
Report
708
Selection
Mkoh
·
2025-10-29

The High-Growth Opportunity: Divesting into Emerging Markets

The Emerging Markets Investment Thesis The case for investing in emerging markets rests on several key pillars that differentiate them from their developed counterparts:  * ⚡ Higher Economic Growth Potential: Many emerging economies are expanding at a significantly faster pace than developed nations. This growth is often fueled by younger populations, increasing urbanization, an expanding middle class, and substantial investments in infrastructure and technology. Faster GDP growth can translate into higher corporate earnings and, potentially, superior stock market returns.  * ⚖️ Portfolio Diversification: Emerging market economies often operate on different economic cycles and have a moderate to low correlation with developed markets (like the U.S. or Europe). Allocating capital
The High-Growth Opportunity: Divesting into Emerging Markets
TOPbubblyx: Absolutely love your insights on emerging markets! 🌍 [Wow]
1
Report
62.83K
General
Elliottwave_Forecast
·
2025-10-29

Bitfarms Ltd. $BITF Soars 400% from the Blue Box Area. What’s Next?

Hello Traders! In today’s update, we’ll revisit the Elliott Wave structure of Bitfarms Ltd. ($BITF) and provide insights into the next phase of its price action. You can check the last article here. As anticipated, the 5-wave impulsive cycle from April 2025 has concluded, and a corrective pullback has begun. This pullback presents a potential buying opportunity in the coming weeks. Let’s break it down. 5 Wave Impulse Structure + ABC correction $ADBE $BITF Daily Elliott Wave View August 19th 2025: $BITF $BITF Daily Elliott Wave View October 28th 2025: Since our last update, $BITF has rallied and confirmed the completion of wave (5) within wave ((1)). The stock has now entered a corrective phase, consistent with Elliott Wave Theory. Here
Bitfarms Ltd. $BITF Soars 400% from the Blue Box Area. What’s Next?
TOPEnid Bertha: It looks like we're gonna end the green today and next week is gonna be very interesting. I think $5 it's not far away from it so guys have a good weekend.
3
Report
62.06K
General
Elliottwave_Forecast
·
2025-10-29

PM Elliott Wave Analysis: Buyers Target $200 from Support Zone

Philip Morris International Inc. (PM) is currently trading around a key support zone where buyers could have taken new position. Thus, traders could see this stock skyrocket to $200 and beyond in the coming days. Philip Morris International Inc. (PM) is a leading global tobacco and nicotine company headquartered in Stamford, Connecticut. It manufactures and markets well-known cigarette brands, including Marlboro, and is actively transitioning toward smoke-free products through its “Beyond Nicotine” strategy. PMI’s flagship smoke-free product, IQOS, uses heat-not-burn technology and has gained significant global adoption. Operating in over 180 markets, the company focuses on reducing the health impact of smoking by investing heavily in science-based alternatives and next-generation nicotine
PM Elliott Wave Analysis: Buyers Target $200 from Support Zone
1
Report
819
General
Shyon
·
2025-10-29
When choosing S-REITs, I look beyond dividend yield. A high yield can signal risk, so I focus on sustainability — consistent DPU growth, strong tenants, and healthy gearing. A well-managed, diversified REIT with stable cash flow matters more to me than one offering short-term high payouts. Sector exposure is key too. I currently favor hospitality and industrial REITs — hospitality benefits from travel recovery, while industrial assets see steady demand from logistics and data centers. I’m more cautious on office REITs due to hybrid work trends. CapLand Ascott Trust (CLAS) stands out for its flexible, asset-light strategy that helps cushion currency or tax impacts. Lastly, I check valuation and balance sheet strength. REITs trading near NAV with solid interest coverage and positive rental
When choosing S-REITs, I look beyond dividend yield. A high yield can signal risk, so I focus on sustainability — consistent DPU growth, strong ten...
# SG Earnings Season: Share Your 1-Sentence Insight!
TOPvillage5576: Your approach is refreshing
4
Report
437
General
Pinkspider
·
2025-10-29
Today’s macro catalyst for $TSLA: The Fed is likely cutting rates by 25bps setting the Fed Funds Rate at 3.75% to 4%. Monetary policy easing into 2026 is a tailwind for growth assets. This will support multiple expansion and help lower financing costs for consumers. The market will be listening closely to Powell’s speech and outlook. If he gives dovish comments on outlook suggesting inflation is under control, downside risk to the labor market remains, that should hint at another rate cut in December. Markets have priced in the 25bps rate cut, so we shouldn’t expect too much volatility. As long as Powell comes in dovish, markets should continue higher in the coming weeks and months.
Today’s macro catalyst for $TSLA: The Fed is likely cutting rates by 25bps setting the Fed Funds Rate at 3.75% to 4%. Monetary policy easing into 2...
TOPVenus Reade: We will see $500-$525 before the correction for the whole market starts, we will either correct after NVDA earnings so after November 19th or January - February. Its going to be fast but hard!
3
Report
1.03K
General
Pinkspider
·
2025-10-29

Tesla catalyst

Today’s macro catalyst for $TSLA: The Fed is likely cutting rates by 25bps setting the Fed Funds Rate at 3.75% to 4%. Monetary policy easing into 2026 is a tailwind for growth assets. This will support multiple expansion and help lower financing costs for consumers. The market will be listening closely to Powell’s speech and outlook. If he gives dovish comments on outlook suggesting inflation is under control, downside risk to the labor market remains, that should hint at another rate cut in December. Markets have priced in the 25bps rate cut, so we shouldn’t expect too much volatility. As long as Powell comes in dovish, markets should continue higher in the coming weeks and months.
Tesla catalyst
TOPValerie Archibald: Word on the street is that Tesla is a strong buy for those in the know, because demand is set to skyrocket once trading tensions are down.
4
Report
796
General
Pinkspider
·
2025-10-29

Adam Jones upgrade on Tesla

Adam Jonas once used to have a $0.67 split adjusted price target for $TSLA AND now he’s callin it. Like him or not, he’s finally seeing what long term believers saw yrs ago. TBH, this is a sign of a great investor. That is, being able to adapt when the facts change, when technologies evolve. If the smart ones like Adam are starting to get it now. Many other people on WS will begin to follow. He has motion. And he started to get it when he bought a new Tesla. The technology and product spoke to him. Now he’s on the greener side. 
Adam Jones upgrade on Tesla
TOPRon Anne: Jonas flipping TSLA from $0.67 to bull? Adapting = investor wisdom, nice take!
5
Report
1.66K
General
Cedric77
·
2025-10-29
If you’re considering buying ProKidney Corp. (ticker PROK) for the long term, one compelling reason is: > Potential of its lead therapy to address a large unmet medical need. ProKidney is developing a cell-therapy platform (namely REACT / “renal autologous cell therapy”) aimed at treating chronic kidney disease (CKD) in diabetic patients, a market with few disease-modifying options. Because CKD affects many people and presents serious complications (e.g., kidney failure, dialysis), if REACT succeeds in later-stage trials and gets regulatory approval, the company could have a strong growth opportunity. Cautious: The company is still in clinical stage (no commercial product yet), so there is significant risk of trial failure or regulatory setbacks. Analysts are mixed: some bullish (high u

BRIEF-Prokidney Corp to sell Greensboro property for $19.1 million - SEC filing

BRIEF-Prokidney Corp to sell Greensboro property for $19.1 million - SEC filingOct 17 - Prokidney Corp PROK.O:PROKIDNEY CORP - TO SELL GREENSBORO PROPERTY FOR $19.1 MILLION - SEC FILINGSource text: [ID:n0001193125-25-242565]Further company coverage: PROK.O
BRIEF-Prokidney Corp to sell Greensboro property for $19.1 million - SEC filing
If you’re considering buying ProKidney Corp. (ticker PROK) for the long term, one compelling reason is: > Potential of its lead therapy to address ...
1
Report
1.62K
General
Cedric77
·
2025-10-29
What Berkshire (or its managers) presumably like 1. Stable subscription-based business Sirius XM has a large base of recurring revenue from subscriptions (satellite radio plus Pandora streaming) rather than one-time sales. Analysts note that over 70-75% of their revenue is subscription based. For a value investor who likes predictability, that’s a plus. 2. Attractive valuation and “margin of safety” The stock was trading at a relatively low multiple (for a business with stable cash flows) when Berkshire began significantly ramping up the position. For example, one write-up noted the shares were trading at about 8× earnings at that time. Value investors like Buffett often say: buy when others are fearful. 3. Large stakeholder position / potential influence / capital return Berkshire holds ~

Analysts’ Opinions Are Mixed on These Communication Services Stocks: Sirius XM Holdings (SIRI) and Liberty Media Liberty Formula One (FWONK)

Analysts have been eager to weigh in on the Communication Services sector with new ratings on Sirius XM Holdings (SIRI – Research Report) and Liber...
Analysts’ Opinions Are Mixed on These Communication Services Stocks: Sirius XM Holdings (SIRI) and Liberty Media Liberty Formula One (FWONK)
What Berkshire (or its managers) presumably like 1. Stable subscription-based business Sirius XM has a large base of recurring revenue from subscri...
TOPMichaelPerez: Your analysis of Sirius XM captures critical factors for value investors.
1
Report
918
General
MHh
·
2025-10-29
SREITs are typically used for dividend generation and any capital gain is seen as a bonus. So, for me, I choose my reit based on dividend and whether the DPU can at least be sustained. The DPU needs to at least be the same over the years and ideally even increase over the years. Of course, the last 4 years have been brutal for SREITs due to the rate hikes. However, this is usual temporal and affects across sectors. Other than DPU, I look at gearing ratio and occupancy rates and lease durations as well as the breakdown of the tenants. These will give me an idea of how healthy the balance sheets are and will remain so, and not being vulnerable to a single major tenant. Geographical location of the properties also give an idea of potential geopolitical risks. I think the real cash cows
SREITs are typically used for dividend generation and any capital gain is seen as a bonus. So, for me, I choose my reit based on dividend and wheth...
# SG Earnings Season: Share Your 1-Sentence Insight!
TOPWade Shaw: Gearing + occupancy checks + AI theme? Solid SREIT playbook, for sure! 3. Think Mapletree can bounce back from geopolitical hits?
6
Report
1.53K
Selection
Spiders
·
2025-10-29

Finding Rhythm in Bonds: My Story with TLT and TLH

Investing for me has always been a balance of careful thought and occasional impulses. I don’t chase tech crazes or viral stock hype, but sometimes I do make small, impulsive buys — little nudges of curiosity that remind me I’m human. Over time, I’ve learned that my portfolio feels calmer and more coherent when I focus on what I really understand and trust: Treasury bond ETFs. I still remember a quiet evening a few years ago. Coffee in hand, I was scrolling through my portfolio on my laptop. TLT caught my eye — long-duration Treasury bonds. Something about it felt… reliable. No headlines, no hype, no sudden spikes demanding attention. That day, I added a small amount, almost as if placing a pebble on a carefully balanced scale. Little did I know, TLT would become the anchor of my portfolio
Finding Rhythm in Bonds: My Story with TLT and TLH
# Earnings PK: Nvidia Plays, Rocket, Chips, SaaS, or China Stocks — Who Will Win?
TOPVenus Reade: fed will now keep cutting rate while talking caution purposefully to not scare markets. Excellent time to be bullish.
5
Report
1.80K
General
nerdbull1669
·
2025-10-29

Will Coinbase Earnings With Analysts Bullish Help It To Catch Up With Bitcoin?

$Coinbase Global, Inc.(COIN)$ upcoming fiscal Q3 2025 earnings is scheduled for release after market close on Thursday, October 30, 2025. The core narrative for this report will be a test of whether explosive Q3 growth in crypto trading volume can translate into durable profits, or if it's being offset by margin pressure and fee compression. Key Analyst Estimates (The "Beat/Miss") This is the baseline for the initial stock reaction. Wall Street is expecting a very strong quarter, driven by the resurgent crypto volatility and altcoin rally seen from July to September. Consensus EPS: $1.06 per share (compared to $0.62 in Q3 2024) Consensus Revenue: $1.70 billion to $1.74 billion (up ~44% year-over-year) A "beat" or "miss" on these two headline numbe
Will Coinbase Earnings With Analysts Bullish Help It To Catch Up With Bitcoin?
# Bitcoin Reclaims $90,000! A Christmas Breakout or Another Consolidation?
TOPValerie Archibald: BTC is falling, earning are not good. Sell, what are you waiting for?
5
Report
3.32K
Hot
Barcode
·
2025-10-30

🔥🚀💰 Nvidia’s $5 Trillion Ascent: I’ve Witnessed the Birth of an AI Empire 💰🚀🔥

$NVIDIA(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Advanced Micro Devices(AMD)$ 🧭 How $NVDA filled its gap and shattered the $5T barrier Just like that, I watched $NVDA fill its morning gap on 29Oct25, rip through $206 on the 4-hour chart, and within roughly 30 minutes create the $5 TRILLION club. The print at $210.81 crowned the move. At this scale, Nvidia is larger than AMD, Arm, ASML, Broadcom, Intel, Lam Research, Micron, Qualcomm, and TSMC combined, according to Dow Jones Market Data. Its market value eclipses Canada’s GDP near $2.24 T and Mexico’s near $1.85 T, and is approaching half of India’s near $3.91 T. This is not simply dominance; it is a geopolitical
🔥🚀💰 Nvidia’s $5 Trillion Ascent: I’ve Witnessed the Birth of an AI Empire 💰🚀🔥
# H200 China Sales Near Confirmation: Can Nvidia's Rally Last?
TOPHen Solo: Incredible analysis, BC. The Pelosi reference really shows how conviction and timing intersect. I’m long $MSFT and it’s clear Nvidia’s strength continues to lift the whole AI complex. I’m watching that $215 pivot closely now.
71
Report
 
 
 
 

Most Discussed

 
 
 
 
 

7x24

All