3.48K
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2025-11-18
GOOG Hits New Highs as Berkshire Buy and Gemini 3.0 Fuel Momentum
$Alphabet(GOOG)$ $285.60 Breaks Into Fresh 52-Week Highs: Berkshire’s Major Accumulation Ignites Momentum, Gemini 3.0 Launch Poised to Drive a Break Above $300》Latest Close (ET): GOOG closed at $285.60 (+3.11%), hitting a new 52-week high of $294.52, surging past previous resistance levels with strong momentum confirmation.Core Market Drivers: Warren Buffett's Berkshire Hathaway made headlines with a massive $4.3 billion investment in Alphabet during Q3, marking the Oracle of Omaha's rare tech bet. Additionally, market anticipation is building around Google's upcoming Gemini 3.0 release, described internally as "extremely impressive" with significant improvements in coding and multimedia generation capabilities.Technical Analysis: Trading volume s
933
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2025-11-18
BKNG Slides on Google AI Travel Shock; Watching $4,750 Support
$Booking Holdings(BKNG)$ $4,804 Slides 4.83%: Google’s AI Travel Tools Spark Competitive Shock, Eyeing Support in the $4,750–$5,450 Range》Latest Close (EST): BKNG closed at $4,804.01 (-4.83%, -$244.00), significantly retreating from recent highs around $5,048. The stock is now approximately 17.7% below its 52-week high of $5,839.41, indicating substantial correction pressure.Core Market Drivers: Google's launch of AI-powered travel planning tools created immediate sector-wide selling pressure, directly challenging traditional OTA platforms. Additionally, concerns over increased competition in the online travel booking space and potential market share erosion weighed on sentiment. The broader tech sector rotation also contributed to the decline.Tec
911
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2025-11-18
LLY Holds Near Record Highs, Eyes $1,050 Breakout
$Eli Lilly(LLY)$ $1,022 Pulls Back Slightly After Record High: GLP-1 Price Strategy Gains Traction, Eyes Breakout Toward $1,050》Latest Close (EST): LLY closed at $1,021.70 (-0.35%), down $3.58 from previous high of $1,025.28, just 1.2% away from the 52-week high of $1,033.62, maintaining strong upward momentum near record levels.Core Market Drivers: Trump's GLP-1 drug pricing agreement with Lilly sets monthly Medicare price at $245, unlocking 40+ million new patients despite price cuts; Lilly's experimental weight-loss drug eloralintide showed 9.5%-20.1% weight reduction in Phase 2 trials, accelerating pipeline development.Technical Analysis: Trading volume at 4.72M shares with 1.02 volume ratio shows sustained institutional interest; current P/E o
1.25K
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2025-11-18
DELL Slides 8% on MS Downgrade, Testing $110–120 Support
$Dell Technologies Inc.(DELL)$ $122 Sharp Drop: Morgan Stanley Downgrade Triggers -8.43% Selloff, Support Eyes $110-120 Range》Latest Close (ET): DELL closed at $122.48 (-8.43%), marking a significant retreat from recent highs of $168.08, now trading approximately 27% below its 52-week peak in a clear bearish reversal pattern.Core Market Drivers: Morgan Stanley's decisive downgrade from "Overweight" to "Underperform" with target slashed from $144 to $110 dominated sentiment; concerns over AI server demand sustainability and valuation compression overshadowed recent NVIDIA partnership announcements for enterprise AI deployment acceleration.Technical Analysis: Volume surged to 15.29M shares (2.30x ratio) signaling institutional distribution; RSI like
TOPshihlonchen: In the past two memory surge cycles, the results showed that the gross profit of pc computer manufacturers was only slightly affected, and during the second epidemic, there was no impact at all. In addition, for the server business, ODMs and OEMs are not responsible for raw material procurement (specified by customers), or adding profit OEM to the cost, the gross profit margin is generally not high, so it will basically be completely passed on to the downstream. The more painful opposite is CSP manufacturers. As a result, Morgan Stanley's story was completely reversed, with funds transferred to CSP but ODM cut, without looking back at history at all.
670
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2025-11-18
DIS Holds $105 as YouTube TV Deal Lifts Sentiment
$Walt Disney(DIS)$ 105.69 Navigates Post-Earnings Volatility: YouTube TV Deal Sparks Recovery, 112–133 Target Zone Awaits》Latest Close (EST): Disney closed at $105.69 (-0.10%), showing resilience after last week's 6.6% post-earnings selloff. The stock remains approximately 15.2% below its 52-week high of $124.69, consolidating within a critical technical range.Key Market Drivers: Disney's Q4 earnings missed revenue expectations at $22.46B vs. $22.75B consensus, triggering initial weakness. However, the breakthrough YouTube TV distribution agreement announcement provided immediate support, resolving the 15-day standoff and securing ESPN's return to 10M+ subscribers.Technical Indicator Analysis: Trading volume at 12.3M shares shows below-average enga
61.99K
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2025-11-18
DexCom (DXCM) Eyes Deeper Correction Toward $44.11–$20.95 Zone
DexCom Inc., (DXCM) is a medical device company, that focuses on the design, development & commercialization of glucose monitoring systems globally. It comes under Healthcare sector & trades as “DXCM” ticker at Nasdaq. The DXCM favors double correction in weekly from November-2021 high discussed in last article few months ago. It favors weakness started from 2.17.2025 high & expect downside into $44.11 or lower. DXCM – Elliott Wave Latest Weekly View: In weekly, it ended ((I)) impulse at $164.86 high in November-2021 & now correcting in ((II)). Within ((I)), it ended (I) at $25.82 high in September-2015 & (II) at $10.65 low in September-2017. Above there, it placed (III) as extended move at $114.06 high, (IV) at $76.41 low & finally ended (V) at $164.86 high as
TOPThat correction looks brutal, mate. Might exit if it breaks £44. 🧐
643
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2025-11-18
ALB Rebounds 18%, Targets Breakout Above $125
$Albemarle(ALB)$ $117.70 Rebounds 18% with Strong Momentum: Lithium Price Recovery Acts as Catalyst, Eyes Breakout Above $125》Latest Closing (ET): ALB closed at $117.70 (+2.22%), marking an impressive weekly surge of 18%. The stock reached a new 52-week high of $125.85 during Monday's session, demonstrating strong upward momentum after breaking through key resistance levels.Core Market Drivers: Recent lithium price recovery has been primarily driven by robust demand rather than supply disruptions, according to Citi analysts. Multiple investment banks have upgraded ALB's price targets, with Mizuho raising from $92 to $110, UBS from $85 to $107, and Citi from $95 to $100, reflecting growing confidence in the lithium market recovery.Technical Analysis
3.88K
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2025-11-18
[Stock Prediction] Will NVIDIA Beat Again?
$NVIDIA(NVDA)$ reports fiscal Q3 2026 earnings after market close on Nov 19. Wall Street expects about $55B in revenue, but JPMorgan says another “beat-and-raise” is very likely and already lifted its Q4 outlook to $63–64B, well above the $61.5B consensus. The key message: demand isn’t the issue—supply capacity is.Earnings HighlightsThis quarter’s spotlight is on the Blackwell ramp. JPMorgan expects Blackwell/Blackwell Ultra rack shipments to jump nearly 50% QoQ, reaching close to 10,000 units, with momentum continuing into Q4. NVIDIA’s 2026 rack backlog has already surpassed 70,000 units, more than a full year of maximum capacity, suggesting its medium-term growth is essentially locked in.Margins remain a watch point as HBM4 and LPDDR costs rise,
TOP🌟🌟🌟Even though the markets are in the doldrums this week, I am bullish on Nvidia as I expect another strong report, projecting around USD 55 billion in revenue and USD 1.25 EPS, driven by AI data center demand. While the current pre earnings decline of 2.8% in Tuesday trading is not surprising given the Bearish sentiment, a strong guidance by CEO Jensen Huang with an outstanding earnings report, will likely be a positive catalyst for its share price. I predict Nvidia will close at USD 189.98 post earnings. May The God of Fortune Shine On Nvidia 🌈🌈🌈💰💰💰
19.06K
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2025-11-18
🎉10 $10B+ US Stocks Hit New Highs:GOOG, JNJ, MU Lead & Uptrend Drivers
As of Monday's market close, $Dow Jones(.DJI)$ down by 1.18%, $S&P 500(.SPX)$ down 0.92%, and $NASDAQ(.IXIC)$ down 0.84%, showed negative performance. Data from TradingView shows that 10 companies with a market cap of over $10 billion have reached new highs.Earnings + Data Watch: The market is entering a critical week with major companies (especially Nvidia) reporting, and delayed U.S. economic data (after the extended government shutdown) set to resume.Policy and Valuation Concerns: With some signs of labour‑market softness and inflation risks still present, the expectation of a December rate cut by the Federal Reserve is fading. Meanwhile, some analysts wa
4.86K
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2025-11-18
Q3 13F Tech Roundup: Are Hedge Funds Exiting Tech?
13F filings were reported this week, and they tell exactly where institutional flows are headed. Spoiler alert: smart money flows differently. @LumidaWealthKey Themes1. The "Great Tech Rotation"Berkshire Hathaway made a historic shift, trimming $Apple(AAPL)$ by ~25% while initiating a new $2B+ position in $Alphabet(GOOGL)$ Tiger Global rebalanced its high-conviction tech bets, adding $Netflix(NFLX)$ and $MongoDB Inc.(MDB)$ while cutting $Meta Platforms, Inc.(META)$ Appaloosa rotated from mature tech ( $Intel(INTC)$ ,
TOPHedge funds playing 4D chess with tech rotations[看涨]
2.21K
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2025-11-18
Option Movers | Tesla's $480 Call Expiring Next Month Shows High Open Interest; Trading Are Selling XPeng Calls
U.S. stocks ended sharply lower on Monday (Nov. 17), with the S&P 500 and the Nasdaq closing below a key technical indicator for the first time since late April as investors braced for quarterly results from retailers and chip giant Nvidia and awaited a long-delayed U.S. jobs report this week.Regarding the options market, a total volume of 56,438,782 contracts was traded on Monday, call ratio accounted for 55%.Top 10 Option VolumesTop 10: $Tesla(TSLA)$; $Nvidia(NVDA)$; $Apple(AAPL)$; $Amazon(AMZN)$; $Palantir(PLTR)$; $Strategy(MSTR)$
5.12K
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2025-11-18
PDD Q3: Just Getting Started on Its Comeback Trail?
$PDD Holdings Inc(PDD)$ released its financial report for the third quarter of 2025 before the market opened on November 18. Overall, this quarter's earnings report signals a positive trend of performance beginning to "bounce back from the trough." Key financial metrics show revenue growth rebounding from its low point, with profitability demonstrating significant year-over-year improvement. Notably, after several quarters of profit declines, adjusted operating profit significantly exceeded expectations, showcasing the company's operational resilience amid complex macroeconomic conditions and competitive dynamics.Specifically, while revenue growth rebounded to a high single-digit rate (9%), the more critical advertising revenue growth continued to
TOP130 tomorrow.. way undervalued than baba.
1.41K
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2025-11-11
$XPEV 20251226 37.0 CALL$ Good time to wheel my XPEV for Dec with the recent spike in XPEV stock price [Cool]
XPEV CALL
11-11 23:10
US20251226 37.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.38 40Lot(s) | -- Closed |
1.18K
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2025-11-17
$CSOP HS TECH(03033)$ 今日真係好慘敗，上星期大跌完，今日又大跌，真係有無搞錯呀，叫人點玩呀，我總唔信唔會升返既，而家開始買住一注先，再跌就再加注，慢慢溝淡佢[胜利]
1.17K
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2025-11-17
$UNH VERTICAL 251121 CALL 362.5/CALL 350.0$ Rolling down my strike price (same expiration date) to earn some extra premium
UNH Vertical
11-17 22:44
US362.5/350.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Close | -0.23 9 | -- Closed |
TOPNice move adjusting strikes for premium boost[强]
1.24K
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2025-11-18
$COIN 20251121 240.0 PUT$ Let's see where the bottom is but I don't mind buying at this price
COIN PUT
11-17 22:35
US20251121 240.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 1.89 1Lot(s) | -- Closed |
TOPWon’t ARK’s remaining stake dump pressure the stock further?
1.82K
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2025-11-18
$TRIP.COM-S(09961)$ Added position, Q3 results encourage me to buy more, consumer spending on travelling is in up trend, 'making myself happy today' has become common value. TRIP is the best platform for traveller to China.
TOPGo big or go home! TRIP's positioning is perfect for the travel boom[看涨]
2.62K
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2025-11-18
$Advanced Micro Devices(AMD)$ Free up some margins for now. Will re-enter when it's right.
AMD
11-18 11:53
USAdvanced Micro Devices
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 237.70 5 | +43.79% Closed |
TOPSmart move mate, patience pay off[强][看涨]
1.03K
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2025-11-18
$Eli Lilly(LLY)$ 先食為敬，坐淨價尾長渣！ 投資涉及風險，價格可升可跌，做好風險管理。
TOPFollow Gu first, there is meat! 💸