CommunityConnect with experts, uncover more opportunities
2.09K
General
Shyon
·
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
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 annou...
TOPMortimer Arthur: There is blood in the water and the sharks are circling to buy it up
6
Report
585
General
Mrzorro
·
2025-10-30
Microsoft Earnings Review: The Much-Criticized CapEx Surge Is Merely a Catch-Up for Last Year's Slowdown $Microsoft(MSFT)$ ' s latest earnings report showed Azure cloud revenue growth of 39%, which actually exceeds $Alphabet(GOOG)$   Cloud's 33.5% growth. Yet after hours, Microsoft’s stock fell more than 3%, while Google's rose more than 7%. There are both reasonable and unreasonable aspects to this reaction. The unreasonable part: The market blamed Microsoft's 72% capex growth for beating expectations, but Google’s capex growth was even higher at 83.4%. In terms of revenue backlog growth, Microsoft's momentum is not weaker than
Microsoft Earnings Review: The Much-Criticized CapEx Surge Is Merely a Catch-Up for Last Year's Slowdown $Microsoft(MSFT)$ ' s latest earnings repo...
TOPMortimer Arthur: Any 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!
3
Report
747
General
Mrzorro
·
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
Meta Q3 Review: Not That Bad, Near-Term Margin Pressure, Monetization Potential Adds Resilience Core Financial Indicators Revenue was $51 billion, ...
TOPRon Anne: META’s $60B AI ads ARR + 150M Threads DAUs? Core strength’s real, nice!
3
Report
1.60K
General
HawS
·
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
The $67 Billion Cash Cow: Google's Earnings Prove AI Isn't Killing Search—It's Supercharging It
TOPMortimer Arthur: Compare with tech stocks META without any product, this GOOG should be atleast $600
4
Report
3.36K
General
Shyon
·
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
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...
TOPbuythedip: Interesting insights! Keep up the great work! [Great]
2
Report
3.47K
General
Shyon
·
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
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....
TOPVenus Reade: After the numbers Google put up this deserves to be up way more! I recommend getting in now while it's still cheap.
8
Report
1.77K
Selection
Tiger_Earnings
·
2025-10-30

Top Movers | Did CMG Drop 18% Due to Weak Sales and Lowered Forecast?

1. $Chipotle Mexican Grill(CMG)$ plunged 18.61%Revenue: $3.00B vs $3.02B expected (in line)EPS: $0.29 adjusted vs $0.29 expected (in line)Outlook: Same-store sales now expected to decline low-single digits (third consecutive quarter of lowered guidance).Wall Street had expected a 0.7% decline, slightly below Chipotle’s July forecast of flat sales. But Chipotle anticipates to open 350 to 370 new locations as the company aims to expand globally.CMG stock fell because quarterly revenue missed expectations and the company lowered its same-store sales forecast for the third consecutive quarter, signaling weaker traffic and softer near-term growth."While we continue to see persistent macroeconomic pressures, our extraordinary value proposition and brand
Top Movers | Did CMG Drop 18% Due to Weak Sales and Lowered Forecast?
Comment
Report
15.26K
Selection
REITsavvy
·
2025-10-30

💰S-REITs Opportunity After Rate Cut & Case Study of Sasseur REIT

Welcome to review the Tiger Live Stream on Oct 21, 2025.1. The Future of S-REITs: Catalysts and Opportunities in a Shifting Rate EnvironmentThe landscape for Singapore REITs (S-REITs) is at a pivotal moment. With domestic and global interest rate trajectories signalling a shift, S-REITs are poised to benefit from multiple positive catalysts. This summary, based on insights from a recent live stream featuring Kenny Loh, a Private Wealth advisor and REIT specialist, and the incoming CEO of Sasseur REIT, delves into the market outlook, opportunities, and risks for retail investors.The Interest Rate TailwindsThe consensus on interest rates, both in
💰S-REITs Opportunity After Rate Cut & Case Study of Sasseur REIT
TOPKenny_Loh: @Kenny_Loh Summary from the Live Stream on Singapore REITs Market Outlook and $Sasseur Reit(CRPU.SI)$
3
Report
2.45K
General
Star9811
·
2025-10-30
Comment
Report
2.61K
General
Ah_Meng
·
2025-10-29
$AML3D LTD(AL3.AU)$ If you have been following my posts, you know I am a "bag holder" for AL3. Frankly speaking, being a bag holder has always been associated with bad trading discipline. However, to me, not every stocks or companies are the same. I am struggling between sharing AL3 or my bag holding story of silver and gold stocks, both are in the correction phase. AL3 gets the pick since it has been my US$1000+ profit share for the longest time in 🐯 app. The impact as a bag holder for this company is perhaps more pronounced. What happened? And why did I not sell when I was easily up by 200% and more!? Is this greed or stupidity? Perhaps I would called it blind faith... [Tongue]  [Duh]  [LOL]  [Facepalm]   Nah... strong
$AML3D LTD(AL3.AU)$ If you have been following my posts, you know I am a "bag holder" for AL3. Frankly speaking, being a bag holder has always been...
TOPAh_Meng: The motivation is to find the next $DRONESHIELD LTD(DRO.AU)$. I know $AML3D LTD(AL3.AU)$ is different, but the potential is not less… Droneshield was only 20 cents when I first noticed it but didn’t take a position. Only after the first correction did I get in. By then, the price has more than doubled. What happens next is to more than 8x my initial investment… in just one year. Yes, time and opportunity must coincide for the next 10-bagger to happen and patience, and luck 🍀 is needed. I believe that will happen and the basis of adding to my existing position at every correction opportunity while I wait. It’s always the quiet period that pays off… when it’s too noisy, the trade might just be too crowded for comfort. Just my 2 cents to share…
3
Report
3.30K
General
离火大运
·
2025-10-29
$NVDA 20251121 195.0 CALL$ It was a hard call to close but i shall learn to be humble and learn when to restraint and close profits whichever it comes. From selling options to buying call. Reading technicals and report every day taught me to be mindful and awareness of volatility. Some losses some gains. Hope everyone have their profits too
$NVDA 20251121 195.0 CALL$ It was a hard call to close but i shall learn to be humble and learn when to restraint and close profits whichever it co...
TOPMortimer Arthur: NVDA will continue to print money and increase revenue with great margins. The next 10 year for this stock will be jaw dropping.
3
Report
1.26K
General
MonKeyTgr
·
2025-10-29
Comment
Report
2.99K
General
 
 
 
 

Most Discussed

 
 
 
 
 

7x24