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Shyon
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2025-10-30
Honestly, I'm still amazed by how far NVIDIA has come — crossing the $5 trillion market cap mark is nothing short of historic. Watching the market reaction during the GTC conference felt like witnessing a turning point for the entire AI industry. When that performance chart dropped, it wasn't just numbers on a slide; it was a clear signal that NVIDIA continues to set the pace for the next phase of computing. $NVIDIA Corp(NVDA)$   $GRANITESHARES 1.5X LONG NVDA DAILY ETF(NVDL)$   $Direxion Daily NVDA Bull 2X Shares(NVDU)$ $Gr
Honestly, I'm still amazed by how far NVIDIA has come — crossing the $5 trillion market cap mark is nothing short of historic. Watching the market ...
TOPJackQuant: Huang’s speech is so impressive.
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1.11K
General
WeChats
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2025-10-31
🌐 Alphabet’s AI Ascendancy: New Highs, Big Bets — But Is $GOOG Still a Buy Above $290? 🚀 Alphabet ($Alphabet(GOOG)$  ) is rewriting its own playbook. After posting another clean sweep earnings beat, shares rocketed nearly 7%, brushing $299 — a new record high — before sellers took profits into strength. But as the dust settles, traders are asking: Did we just witness the peak of the AI euphoria, or is Google quietly entering its most powerful growth phase in a decade? Let’s dissect this move — not as hype-chasers, but as traders reading market intent. --- 💥 1️⃣ The Headline Beat — But The Real Story Is Underneath Alphabet’s Q3 numbers were impressive on the surface, transformative underneath: Revenue: $93.1B (+11% YoY), broad-based beat.
🌐 Alphabet’s AI Ascendancy: New Highs, Big Bets — But Is $GOOG Still a Buy Above $290? 🚀 Alphabet ($Alphabet(GOOG)$ ) is rewriting its own playbook...
TOPVenus Reade: Only trades at 25 times. Apple trades at 41. They will be bigger market cap then NVDA in 12 months. They are the world’s biggest and best story. Hands down.
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382
General
Nov8
·
2025-10-31
Comment
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32.25K
Selection
Maverick Options
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2025-10-31

AWS Soars 20%, AI Gold Rush: Amazon’s $125B Capex Bet

$Amazon.com(AMZN)$ delivered an overall strong performance in its Q3 2025 earnings report, with both revenue and profits exceeding market expectations. The company generated $180.2 billion in revenue, marking a 12% year-over-year increase. AWS returned to a high growth trajectory (+20.2% to $33 billion), serving as the core engine driving the overall profit recovery. Operating profit temporarily dipped to $17.4 billion due to one-time charges, but reached $21.7 billion after adjustments. Management confirmed continued "aggressive" investment in AI and cloud infrastructure, with annual cash CapEx at approximately $125 billion, set to rise further in 2026 to support Trainium chip and Project Rainier cluster expansions. The advertising business maint
AWS Soars 20%, AI Gold Rush: Amazon’s $125B Capex Bet
TOPMerle Ted: AWS is killing it! They were lagging the rest of the Mag 7, this report changes that starting now. Congrats folks! $300 by Year End…let’s go!
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19.09K
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Maverick Options
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2025-10-31

​​Apple's Valuation at a 5-Year High: Buying Opportunity or Peak Bubble?​​

$Apple(AAPL)$ reported robust overall performance in its FY2025 Q4 earnings, with both revenue and profits hitting quarterly records. Driven particularly by iPhone and services, the company achieved 8% year-over-year growth, surpassing market expectations. While the wearables segment showed modest growth, the company benefited from a one-time tax impact in the prior-year period, resulting in a significant jump in net income for the quarter.Overall, Apple maintains its competitive edge in hardware innovation and ecosystem expansion, though geopolitical risks and supply chain volatility remain potential drawbacks.From a valuation perspective, based on the latest financial report data, the trailing P/E ratio has reached 37x. Excluding the one-time im
​​Apple's Valuation at a 5-Year High: Buying Opportunity or Peak Bubble?​​
TOPAdelaideFox: With that P/E ratio, it’s a gamble! Will you ride the highs or brace for a potential dip?
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758
General
SmartReversals
·
2025-10-31

SPX Gap-Fill Begins — 20 DMA Key Support or Next Leg Down?

$S&P 500(.SPX)$ : The gap-fill process has begun, and the usual visit to the 20 DMA at the very least (currently near $6,732). Two days ago, I highlighted the Doji Star, the bearish RSI divergence, the excessive complacent sentiment, and yesterday the bearish setup for $NVIDIA(NVDA)$ . ➡️The question now is: Will the 20 DMA provide support (yellow cases), or will the reset continue down toward the lower band? (red zone).Stock chart of SPX index with daily candlesticks from July to November showing price movement around 5700 to 6000 levels. Red and green candles indicate bearish and bullish periods. Yellow highlighted zones mark potential support areas near the 20-day moving average line in red. Red zo
SPX Gap-Fill Begins — 20 DMA Key Support or Next Leg Down?
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