IT’S $HOOD EARNINGS DAY WHAT ARE WE THINKING FOLKS 🥶 Robinhood is the best performing stock in the S&P 500 — they’ve obviously had an incredible year and executed beyond imagination. Given the stock is only $10 off ATHs, I’m not sure how strong the earnings have to be in order to see a big move, but as someone who genuinely is long, I just want to see continued execution at scale. I think we are going to hear commentary across a variety of new verticals that have launched/are launching soon, including banking and prediction markets. Analysts are expecting 90% revenue growth which I believe they will get to at around $1.2B, if they can beat that number then it’ll be a really strong quarter but they are building a very diversified business attempting to be the core future of financial se
Figma's Q3 2025 Earnings: AI Fuels Growth Amid Post-IPO Volatility
Figma Inc. $Figma(FIG)$ , the collaborative design software powerhouse, delivered its Q3 2025 earnings report on November 5, 2025, showcasing resilient growth in a competitive market. The results, which highlighted the impact of AI integrations on customer acquisition and retention, come on the heels of a challenging Q2 where the stock faced significant pressure following its July 2025 IPO. As of after-hours trading on November 5, shares climbed 6.7% to $47, signalling investor approval of the beat-and-raise quarter. In this analysis, we'll break down the key metrics, compare them to Q2, examine the stock's trajectory, and provide an independent assessment of Figma's trajectory. Q3 2025 Highlights: Beating Expectations with AI Momentum Figma report
Supplemental Analysis: Figma (FIG) Stock Short-Term Volatility Outlook
This article serves as a supplemental analysis to the previous piece, "Figma's Q3 2025 Earnings: AI Fuels Growth Amid Post-IPO Volatility," focusing specifically on the potential short-term fluctuations in FIG's stock price due to upcoming lock-up expirations and market dynamics. While Figma's Q3 earnings report was positive, the impending lock-up period expirations could indeed trigger significant stock price volatility over the next few weeks to a month, particularly in the current market environment, where insider and early investor selling pressure should not be underestimated. Below, I'll combine the latest data and analysis to share my independent judgment. Lock-Up Period Details and Potential Impact Based on reliable sources, Figma's IPO lock-up period is primarily 180 days, startin
$Root, Inc.(ROOT)$ 200 Target Price by WallStreet analyst. **Comprehensive Analysis of Root, Inc. (ROOT)** The stock price as of 2025-10-16 is $79.49 with a market cap of $1.23B. The P/E ratio is 16.81, which is reasonable, and the EPS TTM is $4.73. The ROE is quite high at 27.53%, indicating efficient use of equity. Recent news mentions expansion into Washington state, which completes their West Coast presence. That's a positive growth indicator. The company's fundamentals look solid with a Price-to-Sales ratio of 0.90, suggesting it might be undervalued compared to industry peers. The Forward PE is 39.97, which is higher than the current P/E, so future earnings growth is expected. Key Supporting Points for ROOT growth: 1. Financial Perfor
$DBS(D05.SI)$ 3Q net profit declines 2% YoY to 2.954b. 3Q pre-tax profit up 1% YoY to record $3.48b, ROE at 17.1% and ROTE at 18.9% Total income up 3% YoY to new high of $5.93b o Group NII little changed from strong deposit growth and proactive balance sheet hedging o Fee income and treasury customer sales reach new highs o Markets trading income higher due to lower funding cost and more conducive trading environment 9M pre-tax profit up 3% to record $10.3b Total income up 5% to new high of $17.6b from growth in commercial book and markets trading Balance sheet remains strong Asset quality resilient. NPL ratio stable at 1.0%, SP at 15bp for 3Q and 13bp for 9M Allowance coverage at 139% and 229% after considering collateral Trans
Constellation Energy (CEG) Earnings Catalysts Lies In Upward Revision To FY 2025 EPS Guidance
$Constellation Energy Corp(CEG)$ is generally expected to report its fiscal Q3 2025 earnings on November 7, 2025, likely before the market opens. Q3 2025 Earnings Outlook The consensus among analysts suggests growth in earnings per share (EPS) compared to the same quarter last year, but a potential slight decline in revenue. EPS Growth: The expected increase in EPS suggests improved profitability, which can be driven by strong operational efficiency, favorable power prices (especially for nuclear/carbon-free power), and strategic hedging. Revenue Dip: The projected slight revenue decline, while EPS is up, might indicate a shift in the sales mix or the impact of less volatile, yet profitable, locked-in pricing structures through long-term contracts
SMIC – will it give way or find support after its current price consolidation?
Pulling back 22% from its recent record high of HKD 91.05 on 6 Oct to trade at HKD 70.80 (as of 5 Nov), SMIC is trading very close to SGX Academy Trainer Binni Ong’s key support. Read on for Binni’s technical view on SMIC shares and the relevant warrants investors can use to trade SMIC share price moves in the short-term *This post is sponsored by Macquarie Warrants Singapore. Binni’s view does not represent that of Macquarie’s Semiconductor Manufacturing International Corporation ( $SMIC(00981)$ ) is China’s largest and most advanced semiconductor foundry. The company provides integrated circuit (IC) manufacturing services to global and domestic clients, covering process technologies from mature nodes such as 55 nm and 40 nm to advanced n
$Robinhood(HOOD)$ that $HOOD quarter was just unfathomably good like I am at a loss for words at how they are decreasing costs, increasing margins, expanding into new verticals, BUYING BACK shares, and still growing topline at triple digits stock is flat because it’s up a ton this year, but my goodness what a quarter $1T is on the table for Robinhood and it’s almost blatantly obvious to see the blueprint on how they get there
₿ Bitcoin Below $100K! Fear or Final Chance? Why This Correction May Be the Setup for 2025’s Biggest Move The market is shaking again — Bitcoin slipped below $100,000, and $1.3 billion in liquidations sent shockwaves through the crypto space. Traders are anxious. Longs are bleeding. Even Coinbase (COIN) and MicroStrategy (MSTR) got dragged into the storm. But beneath the red candles and fear, a new cycle may be quietly forming. > The question isn’t “why did Bitcoin drop?” — it’s “what is this correction preparing us for?” --- ⚙️ 1️⃣ Macro Pulse: The Liquidity Tide Is Turning Bitcoin’s pullback isn’t random. It’s synchronizing with a global liquidity reset — and liquidity is the lifeblood of crypto. Here’s what’s in play: Treasury yields are creeping higher, tightening global risk appeti
Market Jitters: US Tech Stumbles, All Eyes on $CICT Earnings for SG "Safe Haven" Clues
We're seeing a clear divergence to start the day. The US markets, which have been on an absolute tear, finally hit a wall overnight. The $NASDAQ 100(QQQ)$ closed in the red, and the $Straits Times Index(STI.SI)$ is feeling that cautious sentiment this morning. The "risk-on" party, fueled by US-China trade optimism and hopes of a Fed rate cut, has taken a pause. This brings the focus right back home. If "explosive growth" (like US tech) is taking a breather, is it time for "stable yield" (like SG REITs) to shine? Today, we get our most important test of that thesis. What's Worth Noting: The Bellwether Reports The single most important event for the Singapore market today is the Q3 business update from $CapitaLand Integrated Commercial Trust(C38U.SG), which was just released
AMD Beats Yet Drops: High Valuation, Sell the News?
$Advanced Micro Devices(AMD)$ Advanced Micro Devices (NASDAQ: AMD) delivered what initially looked like a strong third-quarter report — a classic “beat” on both revenue and earnings. Yet the stock’s reaction told a different story. Shares fell nearly 5% in after-hours trading as the market parsed through cautious forward guidance and weaker-than-expected data center results. It’s a familiar story for high-growth tech names in 2025: even when they deliver headline beats, investors demand more. Expectations around artificial intelligence (AI) infrastructure, server accelerators, and data center market share have risen so dramatically that even robust performance can disappoint when future guidance doesn’t reflect “Nvidia-level” ambition. The question
Top mover alert: UOB drops more than 4% at open, DBS up more than 2% to new record high on results
📢This morning before market open, both $DBS(D05.SI)$ and UOB announced their 3Q25 earnings 🔻UOB: stock fell as much as 4.6% to $33.25 this morning after the bank said that it took SGD 615 million general credit allowances to cushion against broader banking sector headwinds given the US and China real estate risks, which led to its 3Q net income tumbling 72% to SGD 443 million, far below the SGD 2.27 billion average estimates of Bloomberg analysts 📊UOB's results contrast with that of DBS, which posted higher than expected profit of SGD 2.95 billion which despite falling 2% from the previous year, was ahead of the SGD 2.79 billion predicted by Bloomberg analysts 💰Particularly, its wealth fees surged more than 30% to SGD 796 million, while assets u
As at today’s date, there is insufficient public information to reliably project an exact end-date for the current shutdown. Historically, shutdowns only end when one (not both) of these conditions tips first: (a) political pain > political benefit; (b) market stress transmits clearly into funding conditions or polling. At the moment, this shutdown has indeed crossed into the zone where liquidity narratives become relevant — Treasury cash-management, T-bill auctions, and dealer positioning can all begin to leak into equity sentiment if the impasse continues in the same manner for another couple of auction cycles. Pullback interpretation Based on market structure signals rather than headlines: US large-caps are still trading nearer the upper half of their 3-month value areas. Volatility
In strict financial terms, the probability of Tesla compounding to an USD 8.5-trillion market capitalisation within ten years is not zero — but it is extremely low under present observable fundamentals. To illustrate scale: USD 8.5T ≈ almost 4× Apple today, and effectively implies Tesla becomes larger in value — alone — than the current combined value of the entire S&P 500 information technology sub-sector ex-Nvidia. The commercial leap required This is not merely “sell more cars”. It assumes Tesla becomes an AI-platform monopoly with: global Level-5 autonomy deployed at scale and adopted by regulators robotaxi network profit margins akin to dominant digital platforms (not car OEM margins) mass-market general-purpose humanoid robotics with unit economics that exceed today’s industrial
At this juncture, 2026 does not look “harsh” in an existential sense — but it does look structurally less generous than 2023–24. The 2023–2024 cycle was effectively the peak-NIM yield harvest effect of the post-pandemic rate shock. We are now sliding down the normalisation curve. Observations 1) DBS remains in the “resilient balance-sheet” cohort Their Q3 surprised on the upside because they have a materially higher CASA proportion, better treasury income contribution, and better operating leverage. Even with NIM compression from 2.11 → 1.96, they are still printing a very strong RoE profile. 2) UOB’s issue is not merely “lower NIM” The sharp drop in reported Q3 profit is magnified by the credit-provision swing. That is the greater signalling variable, because it implies that UOB’s credit
$TSLA (NOV 6, 2025-daily) Over the past few months (April to June), I steadily increased $TSLA my position from $230 to $320, sharing every step with my Tier 3 subscribers—even as some grew skeptical, questioning why I was “wasting time” on this apparent laggard while my accumulation phase neared completion. Having worked alongside whales in the past, I’ve seen their playbook firsthand: they typically spend 3 to 12 months quietly accumulating—buying dips, shaking out weak hands, reloading and reshuffling—before the eventual surge. If patience isn’t your strength, that’s fine—just follow the big accounts charging triple-digit fees and park your capital in $QQQ and $SPY as “core” holdings, like they advise everyone else on their patreons.
Semiconductor Leader SMIC Tests Support Amid Uptrend
Semiconductor Manufacturing International Corporation ( $SMIC(00981)$ ) is China’s largest and most advanced semiconductor foundry. The company provides integrated circuit (IC) manufacturing services to global and domestic clients, covering process technologies from mature nodes such as 55 nm and 40 nm to advanced nodes such as 14 nm. (Source: https://www.smics.com/en/site/about_summary) SMIC plays a strategic role in China’s semiconductor self-sufficiency drive, making it a key name for investors seeking exposure to the semiconductor manufacturing segment listed on HKEX. (Source: https://www.scmp.com/tech) Technical Overview of SMIC SMIC remains in an uptrend, as reflected by the 20-, 50-, 100-, and 200-day exponential moving averag
Molten Momentum: Why IMSR Isn’t Just Nuclear—It’s the AI Apocalypse’s Ark
In a world where ChatGPT’s descendants guzzle gigawatts like teenagers chug energy drinks, and climate Cassandras wail about fossil fumes choking the skies, enter IMSR: not your grandfather’s Three Mile Island relic, but a sleek, salt-simmering sorcerer poised to alchemize atomic dread into digital divinity. Terrestrial Energy’s Integral Molten Salt Reactor isn’t merely a power plant—it’s the unsung architect of an “Energetic Enlightenment,” a paradigm where nuclear’s phoenix rise doesn’t just green the grid; it supercharges the singularity. Forget timid transitions; IMSR is the radical reboot, turning existential energy entropy into exponential abundance. At CAD 1.85/share as of November 6, 2025, this isn’t a bet on survival—it’s a wager on supremacy, with 300% upside etched in thorium. P
🚀 Earnings Avalanche & Trade Thaw: Stocks Primed for Breakout Plays This Week!
Buckle up—markets are firing on all cylinders as US-China trade talks heat up, sending stocks, oil, and copper into overdrive with a fresh rally vibe. Inflation's cooling off without the drama, paving the way for risk-on moves, while this week's earnings storm (170+ heavyweights dropping reports) could flip the script on Big Tech's dominance. Forget the noise: here's the pulse on today's must-track action, spotlighting names with real momentum and setups screaming opportunity. Market Movers Shaking Things Up: Big Tech Earnings Blitz: The floodgates open with Microsoft, Apple, Alphabet, Amazon, and Meta unleashing Q3 numbers—expect fireworks on AI bets, cloud surges, and ad revenue twists. Traders are eyeing 5-10% swings post-bell, especially if guidance crushes whispers of slowing gro
Musk’s Celestial Wager: Why the $8.5 Trillion Bet Isn’t a Gamble—It’s Humanity’s Escape Velocity
As Tesla shareholders huddle in virtual proxies and boardrooms buzz with the weight of a trillion-dollar destiny, the verdict on Elon Musk’s audacious compensation package hangs like a Starship launch countdown. Dubbed the “trillion-dollar wager,” this isn’t some gilded CEO handout—it’s a covenant etched in equity, demanding Musk catapult Tesla’s market cap from $1.3 trillion to $8.5 trillion in a decade, unlocking full autonomy in Robotaxi fleets and legions of Optimus humanoids, all for a potential 12% stock bounty. The market, prescient as ever, surged 4% yesterday on whispers of approval, shrugging off the dour dissent from Norway’s $1.9 trillion sovereign wealth fund and other institutional pearl-clutchers. Prediction markets peg passage at 95% odds, with Musk’s voting clout balloonin