To The Moon

Apple Q4 Earnings Review: Record Margins and Strong Holiday Outlook Global consumer electronics leader $Apple(AAPL)$ reported its fiscal 2025 fourt...

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Mrzorro

2025-10-31

Apple Q4 Earnings Review: Record Margins and Strong Holiday Outlook Global consumer electronics leader $Apple(AAPL)$ reported its fiscal 2025 fourth-quarter (FY25 Q3) results after market close on Thursday, delivering better-than-expected revenue and EPS, a record-high gross margin, and upbeat iPhone guidance. Shares initially jumped as much as 5% in after-hours trading. Key Financial Highlights ~Revenue: $102.47 billion (vs. est. $102.14 billion) ~Gross Margin: 47.18% (above prior guidance of 46%–47%) ~EPS: $1.85 (vs. est. $1.77) ~By Segment: iPhone: $49.03B (below est. $49.33B)；Mac: $8.73B (above est. $8.55B)；iPad: $6.95B (slightly below est. $6.97B)；Wearables, Home & Accessories: $9.01B (above est. $8.6

TOPEnid Bertha: Apple always sells off after earnings and with the incredible run up it was ready but the blowout earnings prevented that. Now Nov starts the two best stock market months. This amazing earnings report makes us highly likely to blow past $300 by year end.

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Jensen Huang’s GTC speech was a masterclass in vision and execution. He effectively positioned NVIDIA not just as a chipmaker, but as the backbone ...

2025-10-31

Jensen Huang’s GTC speech was a masterclass in vision and execution. He effectively positioned NVIDIA not just as a chipmaker, but as the backbone of the global AI infrastructure — highlighting “AI factories,” next-gen GB300 and Rubin platforms, and a growing ecosystem of partners spanning data centres, robotics, and quantum computing. His focus on full-stack innovation — from silicon to systems to software — underscored NVIDIA’s moat that rivals still struggle to match. At a $5 trillion valuation, NVIDIA’s pace of growth will inevitably moderate, but its leadership in AI compute remains unmatched. Demand for inference and training chips continues to expand, especially as enterprises and sovereigns race to build AI capacity. The key drivers ahead: Rubin rollout (2026), AI-PC adoption, and

# H200 China Sales Near Confirmation: Can Nvidia's Rally Last?

TOPVenus Reade: I think nvda just made a 500 billion dollar deal with the US government and Oracle. please confirm

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--- You’ve brought up a very timely question regarding AMZN (Amazon) and AAPL (Apple) — whether now is a good time to “chase” the stocks. I’ll asse...

2025-10-31

--- You’ve brought up a very timely question regarding AMZN (Amazon) and AAPL (Apple) — whether now is a good time to “chase” the stocks. I’ll assess each individually (in light of your context: working remotely, disciplined financially, seeking affordable options, etc.) and then offer a comparative view plus some considerations. --- Amazon (AMZN) Why the optimism Amazon reported Q3 2025 revenue of US$180.2 billion, up about 12 % YoY and beating expectations. Its cloud division, Amazon Web Services (AWS), saw revenue growth of ~20.2 % YoY — the fastest pace since 2022. Advertising revenue and other “non-traditional” segments are accelerating (ads up ~24 % in one report). The market reaction was strong: the stock jumped significantly post-earnings as sentiment turned posit

# AWS Boom Sends Amazon Flying! Time to Chase AMZN or AAPL?

TOPMegan Barnard: AMZN’s 20% AWS growth + $125B capex? Risky but juicy, for sure!

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$Meta Platforms, Inc.(META)$ Here is my analysis (in a formal tone) of META (Meta Platforms) following its recent earnings release — covering the m...

2025-10-31

$Meta Platforms, Inc.(META)$ Here is my analysis (in a formal tone) of META (Meta Platforms) following its recent earnings release — covering the margin problem, potential bottom, and whether it presents a buying-opportunity. This is not investment advice but rather a reasoned assessment; you should consider your own risk tolerance, time horizon and financial position (remember you prefer stability and steady progress). --- 1. What is the margin / earnings problem? There are several inter-related issues: Meta reported Q3 revenue of US$51.24 billion, up ~26% year-on-year. However, net income plunged to US$2.709 billion (EPS US$1.05 diluted) compared with US$15.688 billion a year ago. Critically, this large drop was in part due to

# META Cuts Metaverse Budget: Can it Close Its Earnings Gap?

TOPValerie Archibald: You cannot punish Meta for AI spending increases and reward the likes of NVDA AAPL or GOOG for doing the same spending. Theres a disconnect here!

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OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI inf...

2025-10-31

OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI infrastructure — benefiting firms like NVIDIA, Microsoft, and AMD. But it’s also a curse if unchecked hype inflates valuations faster than profits materialise. A $1 trillion IPO implies massive expectations — pricing perfection. It assumes OpenAI dominates AI software, cloud, and enterprise solutions with high margins. That’s ambitious, considering hardware costs, competition, and regulation. If I could join the IPO, I’d take a small, speculative stake, not a core position — treat it like early Tesla or Nvidia, with long-term patience but readiness for volatility. The current AI capital race is both opportunity and warning. Massive capex and fundr

# OpenAI Family Expanding: Is It A Blessing or A Curse?

TOPMortimer Arthur: I'm sticking with the 'picks and shovels' plays like NVDA/SMCI while monitoring OpenAI's actual enterprise adoption rates.

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Sporeshare

2025-10-31

$CapLand India T(CY6U.SI)$ CapLand India - 3rd quarter results update is out. Total Revenue and NPI is up 10 percent to 225.2m and 172.1m.Gearing 40.9 percent , seems quite good! 15% Positive rental reversion. It seems too good to be true! We will know when it reports the FY results! At 1.20, yield is about 5.9%, seem not bad! Pls dyodd. https://sporeshare.blogspot.com/2025/10/capland-india-3rd-quarter-results.html

$CapLand India T(CY6U.SI)$ CapLand India - 3rd quarter results update is out. Total Revenue and NPI is up 10 percent to 225.2m and 172.1m.Gearing 4...

TOPBorisBack: Sounds promising, but always keep an eye on potential market shifts before diving in.

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The Investing Iguana

2025-10-31

Singapore Daily Market Update (31 Oct 2025) | 🦖 #TheInvestingIguana EP1235

🟩 🦖 **Wilmar's $926M Penalty: Opportunity or Red Flag?** Join Iggy the Investing Iguana as we unpack this massive headline and reveal what it could mean for your portfolio. Is Wilmar’s $926.6M penalty during Indonesia’s cooking oil shortage a one-off hit—or a sign of deeper trouble? We’re shedding light on the real story behind Wilmar’s steep Q3 losses and why their core net profit still surged an incredible 71.6%! Packed with insights, we’ll explore whether this is a value play for risk-tolerant investors or a red flag for cautious ones. 📊 From resilient palm oil agribusinesses to shifting market sentiment, you’ll learn how to weigh this high-risk, high-reward scenario. Plus, Iggy’s got tips on what to watch next: updates from Indonesia, free cash flow recovery, and those all-important di

Singapore Daily Market Update (31 Oct 2025) | 🦖 #TheInvestingIguana EP1235

TOPskythelimit: This penalty could signal deeper issues for Wilmar, so tread carefully.

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$Amazon.com(AMZN)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ 💹📈💹 In overnight trading, the MAG 7 are firing on all cylinders; pure green across the board...

2025-10-31

$Amazon.com(AMZN)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ 💹📈💹 In overnight trading, the MAG 7 are firing on all cylinders; pure green across the board and market momentum roaring back to life. $AMZN is stealing the spotlight with a monster +13.02% surge, while $AAPL’s +2.79% push hints at rotation strength returning to Big Tech. $META and $GOOG both cruising higher confirm breadth in the AI trade. Even $NVDA and $TSLA are holding solid gains as sentiment improves and yield pressures ease. $MSFT might be the quiet achiever here, consolidating after its $4 T milestone. Coming into earnings, $AMZN made up 16% of my portfolio, while all datacentre exposure including $GO

TOPPetS: 🚀 Another sharp breakdown, BC. The read on $AMZN’s setup was spot-on. I trimmed my $TSLA and added $AMZN right after your preview. That 13% revenue growth and 35% AWS margin are exactly what I wanted to see; the AI infrastructure wave’s still climbing.

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Kenny_Loh

2025-10-31

S-REIT Rally or Reversal? Critical Levels to Watch Now

The FTSE ST REIT Index has staged a strong 3-month rally since breaking out from its inverted head & shoulders pattern, a classic sign of trend reversal. The index is now testing tough resistance levels while the uptrend channel remains intact. All eyes are on whether the current channel support will hold—if it does, there’s potential for a breakout and continuation of bullish momentum.‌ However, a breakdown from this channel could lead to a short-term pullback or sideways consolidation. Stay tuned as S-REITs navigate this critical juncture!‌ $CSOP iEdge SREIT ETF S$(SRT.SI)$ $CSOP iEdge SREIT ETF US$(SRU.SI)$ $LION-PHILLIP S-REIT(CLR.SI)$

S-REIT Rally or Reversal? Critical Levels to Watch Now

Your 3-Step Action Plan to Start Investing in Singapore - "$100K Dividend Foundation" (6/6) | 🦖 #TheInvestingIguana EP 1234

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The Investing Iguana

2025-10-31

Your 3-Step Action Plan to Start Investing in Singapore - "$100K Dividend Foundation" (6/6) | 🦖 #TheInvestingIguana EP 1234

🟩 🚀 Ready to start your investing journey in Singapore but feeling stuck? In this video, join Iggy as we break down "3 Steps to Start Investing in Singapore Today!" 🦖 Whether you're a beginner or looking to refine your approach, this guide is packed with insights to help you take actionable steps toward building your wealth. 💡 Here's what you'll learn: - Shedding light on the critical first steps: setting up your CDP and brokerage accounts for seamless investment. - Building your financial analysis skills with a paper watchlist to spot hidden gems on the SGX. - Overcoming fear and making your first small investment with confidence—because investing is a long-term game. Be patient, disciplined, and informed. 🌏 With Iggy's expertise as a Singapore-based market analyst, you'll uncover smarter

TOPJoannaDarwin: Love this actionable plan! Let's invest! 🚀❤️

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nerdbull1669

2025-10-31

Sell Puts On AMZN After Steller Q3 Beat, While Benefit From Long-Term Upside

After Amazon Q3 earnings result exceeded expectations, the main contributors came from strong growth in its cloud-computing unit (AWS), and AWS gained more than 13% after the earnings release. As an investors with Amazon for the long-term, I would like to share why I think selling puts for $Amazon.com(AMZN)$ now might be a good choice. In this article, I would like to share a structured plan for selling cash-secured puts on Amazon (AMZN) after its strong Q3 beat — while still benefiting from long-term upside exposure. Why Selling Puts on Amazon Makes Sense Now 1) Post-earnings strength removes uncertainty Earnings risk is gone for this quarter. The market rewarded: Strong AWS acceleration Expanding margins (especially advertising + cloud) Stabiliz

Sell Puts On AMZN After Steller Q3 Beat, While Benefit From Long-Term Upside

# AWS Boom Sends Amazon Flying! Time to Chase AMZN or AAPL?

TOPEnid Bertha: Been waiting for a boost for many months... Glad to see it and hope it's not just one and done!!

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Mkoh

2025-10-31

The Investor's Q4 2025 Playbook: Navigating the Year-End Dynamics

As the calendar turns to the final quarter of 2025, investors face a blend of strategic opportunities and heightened risks. With the global economy moving through a period of decelerating growth, easing inflation, and diverging central bank policies, the investment playbook for the rest of the year is focused on active diversification, quality selection, and tactical positioning. Here is a look at the essential strategies for the quarter: 1. 🔄 The Portfolio Strategy: Rebalancing and Risk Management The final quarter is a crucial time for portfolio hygiene and preparation for the year ahead. * Rebalancing is Key: After strong runs in certain asset classes (particularly in U.S. equities and the tech sector), many portfolios may have become overweight in riskier assets. Q4 is the ideal

The Investor's Q4 2025 Playbook: Navigating the Year-End Dynamics

TOPblinky: Your insights on active diversification are so timely

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$JetBlue Airways(JBLU)$ $Boeing(BA)$ $Delta Air Lines(DAL)$ 🛬💥🇺🇸 JetBlue Flight Turns into Airborne Pinball Machine! $JBLU Chart Loses Altitude Fast...

2025-10-31

$JetBlue Airways(JBLU)$ $Boeing(BA)$ $Delta Air Lines(DAL)$ 🛬💥🇺🇸 JetBlue Flight Turns into Airborne Pinball Machine! $JBLU Chart Loses Altitude Fast 💥🛬🇺🇸 ✈️ When Turbulence Hits Both the Sky and the Stock Chart JetBlue Flight 1230 from Cancun to Newark turned into chaos at 35,000 feet when severe turbulence sent passengers and crew flying into ceilings and bins, forcing an emergency diversion to Tampa. Fifteen people were injured and rushed off the tarmac on arrival. The FAA has already opened an investigation, but the market reacted faster than any regulator could. Investors are pricing in the turbulence literally and figuratively. 📉 Chart Analysis: The Descent Beg

TOPTui Jude: 📉Couldn’t agree more, BC. I trimmed my $LUV stake once it slipped below the 50-day. Fuel costs easing haven’t helped because confidence is gone. Boeing’s downgrade just confirmed the weakness. You explained that chain reaction better than any analyst note.

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Mkoh

2025-10-31

Estimates of Lost Bitcoins

As of late 2025, the total number of permanently lost Bitcoins—due to forgotten private keys, lost hardware, deceased owners, or other irretrievable circumstances—is estimated to range from 2.3 million to 4 million BTC. This represents roughly 11-20% of Bitcoin's total supply cap of 21 million coins. These figures come from blockchain analytics firms like Chainalysis and reports from custodians like BitGo, which track "dormant" addresses (wallets inactive for 5+ years with no outgoing transactions). The wide range accounts for uncertainties, such as whether truly dormant coins (e.g., those held by early adopters) are intentionally held or lost forever. Satoshi Nakamoto himself noted in 2010 that lost coins would simply make the remaining supply scarcer for others, a principle that undersco

Estimates of Lost Bitcoins

TOPEnid Bertha: How is this above 100k? There is no way that this is correct.

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$Tesla Motors(TSLA)$ $Amazon.com(AMZN)$ $NVIDIA(NVDA)$ 🎃🚗🌕 Tesla $TSLA Trick or Trend? The Final Mag 7 Awakening! 🌕🚗🎃 🌺 Cup and handle or just a Ha...

2025-10-31

$Tesla Motors(TSLA)$ $Amazon.com(AMZN)$ $NVIDIA(NVDA)$ 🎃🚗🌕 Tesla $TSLA Trick or Trend? The Final Mag 7 Awakening! 🌕🚗🎃 🌺 Cup and handle or just a Halloween head fake? I’m watching $TSLA trade near $442 in overnight action after a sharp –4.64% decline to $440.10 at the close. The rejection from $466 confirms a short-term lid, yet price remains above key support at $440. What stands out is that Tesla is the only Mag 7 stock yet to hit a new all-time high this year, even as $AMZN, $AAPL, $GOOGL, and $MSFT already have. That might look like weakness, but Tesla often lags before a breakout. Historically, this kind of consolidation precedes acceleration once marke

TOPPetS: 📈 Loved the logic here, BC. The “cars and brains” line really sticks. I’m tracking that Bollinger compression too; it’s textbook accumulation. If volume expands through $466, the structure’s in place for a decisive move higher into November!

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