2.18K
·
2025-11-04
My stocks to watch today are Grab and Palantir, both of which saw significant drops despite posting solid earnings results. For $Grab Holdings(GRAB)$ , I’m particularly interested in how the market digests its revenue growth and improving profitability, as the company continues to show strong traction in deliveries and mobility across Southeast Asia. The sell-off might just reflect short-term profit-taking after its recent rally rather than any fundamental weakness. As for $Palantir Technologies Inc.(PLTR)$ , the reaction feels like another case of “sell the news.” The company delivered impressive revenue growth and expanding margins, yet the stock still dipped sharply after earnings. I see this as a t
TOPValerie Archibald: Great to see the growth! I think $7 by the end of the week👍
2.18K
·
2025-11-04
Temasek's Real Estate Shake-Up: CapitaLand and Mapletree Merger Talks Could Forge Asia's $150B Giant
In a move that could redefine Singapore's dominance in Asian real estate investment management, Temasek Holdings is reportedly orchestrating early-stage discussions for a blockbuster merger between two of its flagship property arms: CapitaLand Investment (CLI) and Mapletree Investments. The Wall Street Journal broke the story on November 3, revealing that the potential tie-up aims to consolidate over $150 billion in assets under management (AUM), spanning REITs, private funds, logistics, commercial offices, data centers, and student housing. With CLI's AUM at $90 billion as of August 2025 and Mapletree's at $61.7 billion through March, this union would catapult the combined entity into the ranks of global heavyweights like Blackstone or Brookfield in the real estate sector.While both compa
TOPthe merger gives temasek the scale to compete with Blackstone and other real estate giants
757
·
2025-11-04
TRADE PLAN for Tuesday 📈 $SPX currently in a wider range from 6800-6900. I'd be careful trading calls and puts in this range. Most traders will get chopped up here. SPX needs through 6900 to test 7000. Wait for 6900 for calls. $TSLA very close to testing all time highs once it can close above 471 on a daily candle. TSLA Nov 7 485C is best above 471 $QQQ all about 636 if it closes above we will see another push to 440+ this week. QQQ Nov 7 640C is best above 636 $HOOD earnings coming up on Wednesday. HOOD to 200+ in play next year. Lets' see if there's a positive reaction to HOOD earnings.
TOPQ's headed to $520....buy puts with extreme preejeeduce
2.79K
·
2025-11-04
💥 Amazon + OpenAI + Nvidia: The $38B Shockwave
When giants collab, small caps tremble. Amazon's reported $38B deal with OpenAI to secure Nvidia chips isn#t just a headline — it's the nuclear ignition of the next AI arms race. ⚡ This partnership cements three forces in motion: ✅ Amazon becomes not just a cloud provider but a computing superpower. ✅ OpenAI gets compute certainty for GPT-5 scale models — priceless in a GPU-scarce world. ✅ Nvidia secures dominance deeper into the enterprise layer. The question isn't whether NVDA can hit $300 — it's whether anyone else can catch up. Short term, the stock might stall near $270 resistance if profit-taking kicks in, but the November-December liquidity tailwind could propel it higher, especially if guidance stays hot. Yet, watch the ecosystem: CRCL, ORBS, and RZLV could benefit from downstream
TOPNuclear AI race ignited! Time to bet on chip suppliers fast!
1.74K
·
2025-11-04
$Palantir Technologies Inc.(PLTR)$
TOPSeems like a healthy pull back especially for sector pull back in entirety. Holding strong here and will be reaching new highs by January.
3.60K
·
2025-11-04
$Advanced Micro Devices(AMD)$
TOPGreat earnings report and guidance. Will see $300 next week! GLTAL!
12.11K
·
2025-11-04
$Meta Platforms, Inc.(META)$
TOPBest priced stock on the market. I'm all in today! I've been watching Meta for months...it is now a SOLID Buy! Mark my words Meta's about to rocket!
359
·
2025-11-04
If you want my financial opinion, I would simply just buy $SPY or $QQQ and DCA. Don’t think about it, do systematic buys on auto pilot. The most important thing is to build up your “bankroll” first. Work a summer job or part time job and continue to accumulate. I know, I know, not the sexy response you wanted, but too often we see young people want to take their $5k and turn it into $100k in a matter of months if not weeks. Do not let that influence you. Start building the foundational blocks the correct way. Of course, you can always disagree and just go buy $TSLA leaps and pray. But that’s what I would recommend my younger 18 year old self.
TOP100% agree,build bankroll first, no get-rich-quick nonsense!
61.81K
·
2025-11-04
Bloom Energy (BE) Expects Rally Between 160.6 – 205.4
Bloom Energy Corporation., (BE) designs, manufactures, sells & install solid-oxide fuel cell systems for on-site power generation in the United States & globally. It offers Bloom Energy Server to convert different fuels like Natural gas, Biogas, Hydrogen or blended fuel into electricity. It comes under Industrials sector & trades at “BE” ticker at NYSE. BE is trading in bullish weekly sequence since October-2019 low & expect impulse rally since 2.23.2024 low, while dips remain above 10.22.2025 low. It expects short term rally into $148.7 – $160.64 area to finish wave I. We like to buy the clear pullback in 3, 7 or 11 swings pullback at extreme area. In weekly, it made all time low of $2.44 in October-2019. After that, it started impulse rally, expecting further upside again
TOPInteresting analysis! But what risks do you foresee if BE fails to hold above those key levels?
713
·
2025-11-04
🚨 Office Loan Defaults Smash Records – CRE Crisis Hits Fever Pitch! 💥
The office Commercial Mortgage-Backed Securities ( $iShares CMBS ETF(CMBS)$ ) delinquency rate just skyrocketed by 63 basis points in October, blasting past 11.8% and eclipsing the post-2008 financial crisis peak of 10.7% by over a full point. 😱 This relentless climb since October 2022 screams escalating turmoil in the U.S. commercial real estate arena, fueled by sky-high interest rates, stubborn vacancies, and a stubborn shift to remote work that's leaving towers empty. Picture this: billions in office loans, bundled into securities and sold to investors, are now crumbling under the weight of refinancing nightmares. Borrowers who locked in low rates years ago are staring down double the costs today, with property values plummeting 35-60% in hotsp
TOPWaiting to pounce on distressed CRE gems soon!
1.62K
·
2025-11-04
Buffett's Secret Weapon: UNH Earnings Set to Unleash Epic Gains?
$UnitedHealth(UNH)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ UnitedHealth Group stands as a powerhouse in healthcare, blending insurance dominance with innovative services that could redefine stability in volatile markets. As Buffett's latest powerhouse addition—holding over 5 million shares valued at billions—UNH embodies the value investing ethos: strong fundamentals, resilient growth, and untapped potential. With shares surging over 50% from rock-bottom lows earlier this year, the spotlight turns to whether this earnings release cements its status as a must-own anchor for portfolios craving long-term wins. Diving deep into the core drivers, membershi
TOPWith Buffett’s track record, I believe UNH could be a top-tier long-term investment.
1.68K
·
2025-11-04
This early-November drop does feel familiar — just like August and September when markets stumbled right after strong rallies. With QQQ $Invesco QQQ(QQQ)$ and SPY $SPDR S&P 500 ETF Trust(SPY)$ down over 1% pre-market, I see this as a short-term breather rather than panic selling. Still, after a six-month surge and extreme optimism, a pullback seems overdue. Michael Burry shorting Palantir $Palantir Technologies Inc.(PLTR)$ and Nvidia $NVIDIA Corp(NVDA)
TOPNice Sharing 😁 @Barcode @JC888 @Aqa @Shernice軒嬣 2000 @DiAngel @koolgal
10.30K
·
2025-11-05
🪦💀🩸 Burry’s AI Insurrection: Puts on the Pillars as Premarket Bloodbath Probes the Bull Run’s Breaking Point 🩸💀🪦
$Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $Apple(AAPL)$ I’ve traded through enough froth to recognise when the air starts thinning, and right now I can feel that familiar snap in the tape as futures open gutted. Premarket’s a slaughterhouse with the S&P down 75 points or 1.09%, Nasdaq collapsing 385 points or 1.47%, and the CNN Fear & Greed Index plunging to 25, its lowest in 18 months and screaming Extreme Fear. Just a week ago it sat at 44; a month ago 53; a year prior 42. This isn’t a slow fade, it’s a forced capitulation amplified by the U.S. government shutdown freezing data flow and shaking nerves. Liquidity hasn’t vanished, it’s moving fast
TOPBurry’s positioning reminds me of early-cycle contrarian plays that underestimate growth velocity. $PLTR’s reaction off that mid-band tells a different story. The tape’s too resilient for a breakdown. I’m watching sentiment flip once volume returns.
1.70K
·
2025-11-05
🤖📊🚀 Hims & Hers: The Telehealth Titan Rewriting Personalised Health’s Playbook in a GLP-1 World 🚀📊🧠
$Hims & Hers Health Inc.(HIMS)$ $Eli Lilly(LLY)$ $Novo-Nordisk A/S(NVO)$ 🎯 Executive Summary I’m convinced Hims & Hers Health (HIMS) isn’t just participating in the GLP-1 boom; it’s engineering a defensible ecosystem around direct-to-consumer personalised care. At $45.46, it’s trading in a consolidation zone that screams opportunity as the GLP-1 obesity wave rewires healthcare economics. Q3 2025 delivered $599 million in revenue (+49 % YoY) and $78.4 million in adjusted EBITDA (+53 % YoY), underscoring tangible operating leverage. Subscribers reached 2.47 million (+21 %), monthly revenue per user rose to $80 (+19 %), and 80 % of users now engage in mu
TOPI liked how you framed the re-rating argument. I’m focused on whether the market will start assigning SaaS-like multiples once recurring health data monetisation accelerates. If HIMS crosses that $85 ARPU line, the valuation dynamics could mirror Teladoc’s early expansion phase.
1.65K
·
2025-11-05
🍗🌮📊 Yum! Brands Ignites Portfolio Evolution: Taco Bell’s Momentum Fuels Strategic Overhaul as Pizza Hut Enters Critical Review Phase 📊🌮🍗
$Yum(YUM)$ $McDonald's(MCD)$ $Domino's Pizza(DPZ)$ 🎯 Executive Summary I’m positioning Yum! Brands ($YUM) at the inflection point of a multi-year transformation, where decisive portfolio pruning meets accelerating digital and franchise leverage. The Q3 2025 earnings release on 4 November 2025 delivered a textbook beat-and-raise moment: revenue climbed to $1.98 billion, up 8 % year-over-year and $20 million above consensus; adjusted EPS hit $1.58, a 15 % jump that cleared the $1.47 estimate by 7.5 %. System-wide sales grew 5 % excluding currency effects, same-store sales rose 3 %, and net unit expansion added 1 131 locations, pushing the global footprint past 6
TOP🍗 I found the technical setup particularly strong here. That $137.50 support you mapped aligns with the Keltner breakout perfectly. If volume confirms next week, $157 could be tested sooner than consensus expects. Reminds me of how $MCD rallied post-restructuring.
2.71K
·
2025-11-05
Is the November Stock Dip a Harmless Blip or the Start of Something Bigger?
The Party's Over? Why This Drop Feels Different That familiar sinking feeling is back. For the third time in four months (August, September, and now November), the market has opened the month with a sharp drop. While October's dip was blamed on specific tariff news, this one feels more systemic. With the S&P 500 up a staggering 37% in just six months—a feat seen only five times since 1950—and veteran bulls like Ed Yardeni warning of a 5% pullback, the crucial question is the one on everyone's mind: Is this a healthy pause, or the beginning of a real trend reversal? While the AI-driven narrative has powered this historic rally, a look under the hood reveals several flashing red lights. I believe this isn't just a minor pullback; it's a foundational warning that the market's key drivers
TOPThis is just a blip. AI and earnings will save the day.
573
·
2025-11-05
I've been watching the same headlines everyone else has—Burry's fresh short book, Palantir and Nvidia in the crosshairs, the QQQ and SPY already bleeding a percent before the bell. My phone keeps buzzing with "Big Short 2.0" memes, but I'm not biting. I closed my last swing trade three weeks ago and moved the cash to a boring money-market fund yielding 4.8%. That's where it's staying until the dust settles. I learned the hard way in 2022 that jumping on famous short-sellers is just another form of FOMO. Burry was right in '07, early in '20, and dead wrong for long stretches in between. The guy is a legend, but legends don't pay my grocery bill. Right now the VIX is still under 20, retail sentiment on StockTwits is 70% bullish, and every dip is still being bought by the same ETFs that got u
TOPSmart approach! Holding cash is wise! [Smart]
2.28K
·
2025-11-05
$Palantir Technologies Inc.(PLTR)$ yes I know it's expensive. When I finally pulled the trigger after months of deliberation it had gone from the $30 range to $69. Brought some more around $90 and a few more around $120. Trading today off its highs I still like it at $180. It's PE is just insane, but going thru the latest earnings, well it's just a cash machine going forward. my belief is that long term it could easily be part of the magnificent 7. So I'll just keep accumulating it. For me personally, paying say $200 per share is not a huge problem risk wise, cause my dca is still under $100, and I have trimmed it at several points to the extent that I have none of my initial capital in it Anymore. It's all just pure profits. It'
TOPGenius strategy! Pulling initial capital lets you ride PLTR’s upside risk-free!
1.02K
·
2025-11-05
Trade Desk (TTD) Growth Forecast Either Sell-Off or A Short Rally
$Trade Desk Inc.(TTD)$ is scheduled to report its fiscal Q3 2025 earnings after market close on Thursday, November 6, 2025. Here is an analysis of the expectations, key metrics, and short-term trading considerations. Consensus Estimates & Company Guidance The market consensus suggests continued revenue growth, though the year-over-year comparison is slightly complicated by political ad spending in the prior year. Crucial Context: TTD management noted that excluding the benefit of U.S. political ad spend in Q3 2024, the expected revenue growth rate for Q3 2025 would be approximately 18% year-over-year. This higher comparable growth rate is important for assessing the core health of their business. Summary of The Trade Desk (TTD) Fiscal Q2 2025 E
TOPTTD is not one of those i'm comfortable holding. got caught in this one, but bought some puts for protection at least.
2.86K
·
2025-11-05
What to Expect from the Q3 Earnings of Singapore's Bank Giants? As Singapore's three banking giants, $DBS Group Holdings(D05.SI)$
TOPDBS’s NII growth & 16% ROE.