Deep-Dive Analysis: NVIDIA's Q3 FY2026 Earnings – A Masterclass in Financial Engineering and AI Ambition
$NVIDIA(NVDA)$ NVIDIA's latest quarterly earnings report, released on November 19, 2025, for the third quarter of fiscal year 2026 (ended October 26, 2025), once again shattered Wall Street expectations, painting a picture of unrelenting dominance in the AI hardware space. With revenue soaring to a record $57.0 billion – up 62% year-over-year from $35.1 billion in Q3 FY2025 and 22% quarter-over-quarter – the company underscored its pivotal role in fueling the global AI boom. Data Center revenue, the crown jewel of NVIDIA's portfolio, hit an astonishing $51.0 billion, a 66% YoY surge, driven largely by insatiable demand for its GPUs. Even as input costs rose amid supply chain pressures, NVIDIA maintained a robu
$BitMine Immersion Technologies Inc.(BMNR)$$CleanSpark, Inc.(CLSK)$$Coinbase Global, Inc.(COIN)$ 🎯🔥📡 BitMine’s $13.39 EPS Shock, First Crypto Dividend, And A High Stakes Pivot To Staking 📡🔥🎯 I’m convinced BitMine Immersion Technologies delivered one of the most contradictory fiscal year prints in the crypto equity landscape. FY25 produced EPS of $13.39 and Net Income of $328.1M, a scale that should have driven a structural rerating, yet the company simultaneously acknowledged a severe post quarter liquidity collapse on 10 October that materially altered forward conditions. The stock has been trading near $26.60, down from the mid 50s before the October stress.
A Volatile Week : Would Next Week Rebound Or Decline?
🌟🌟🌟This week has been a roller coaster for investors with US indexes experiencing a sharp rebound after an intense sell off. However the big question is : Was this a genuine rebound or simply a dead cat bounce before selling? While short term predictions are notoriously unreliable, it is a valuable moment to reflect on the broader context of market cycles and the undeniable long term trend of growth. The Short Term Forecast : Unpredictable and Emotional After a volatile week, it is hard to know which direction the market is heading next week. Some see the Friday rebound as an encouraging sign with factors like potential interest rate cuts and improved economic data boosting sentiment. However others remain cautious, concerned that the underlying issues causing the s
🌟🌟🌟When the markets are volatile, $Sheng Siong(OV8.SI)$ is often considered a defensive play. As a supermarket operator, its business is less sensitive to economic downturns and market fluctuations. I am so happy that my investment in Sheng Siong has rewarded me not only with nice steady dividends but also capital growth too. Sheng Siong is up 63% year todate. It has even outperformed $STI ETF(ES3.SI)$ which is up 19% year todate. Slow and Steady Wins the Race! 🥰🥰🥰🚀🚀🚀🌛🌛🌛🌈🌈🌈💰💰💰🇸🇬🇸🇬🇸🇬 @TigerClub @Tiger_SG &n
$Tiger Brokers(TIGR)$ 1. Understanding the Market Environment This Week The week delivered an exceptionally turbulent sequence of events. Markets experienced back to back selloffs, heightened fear indicators, a sharp recovery mid-week, a sudden crash on Thursday, and a fragile rebound on Friday that barely held its gains. Such behaviour reflects three forces operating simultaneously: Liquidity stress Short-term money markets have been shifting rapidly, leading to outsized intraday swings. Investors are trading defensively, which amplifies volatility. Position unwinding Highly leveraged trades in technology and momentum factors were unwound aggressively. When large blocks of the same crowded factors move together, the market tends to exagger
$Tesla Motors(TSLA)$ get ready for a generational buying opportunity! After breaking down from a double top pattern tsla tried to reclaim the neckline of $414.5 but couldn't close above it and was rejected twice. Price is consolidating Between the neckline and the 100 sma. The S&P index could be forming a head and shoulders pattern. If 6550 can't hold as support it's gonna get very ugly. Your portfolio is going to bleed but many of your favourite stocks will be in deep discounts so buckle up and get your cash ready haha [Miser]
This week’s volatility was intense, yet only a few strong names show early signs of stabilising. True bottoms need calmer yields, exhausted selling, and clear leadership, which are only partly visible now. The most resilient group remains big tech. Alphabet still holds its uptrend, Microsoft’s weakness is shallow, and Meta is firming. In healthcare, Eli Lilly and Novo Nordisk stay strong due to solid GLP1 demand. Among semiconductors, Nvidia, Broadcom, and TSMC show early buying interest, though not a confirmed reversal. Weaker areas have likely not bottomed. Oracle still faces credit pressure, making further downside possible. Speculative AI names, crypto stocks, and Bitcoin remain fragile, with no clear support forming yet. For bottom fishing, focus only on high quality leaders and avoi
Oracle’s AI Gamble Backfires: CDS Doubles, Stock Craters $300B!
$Oracle(ORCL)$ Oracle’s high-stakes bet on AI has turned sour, with its stock plunging from a $615 billion peak on September 10, 2025, to $198.68 today—a gut-wrenching $416 billion wipeout that’s erased all gains since the OpenAI deal. The five-year CDS spread has doubled to 80 basis points, signaling investor panic over the software giant’s $38 billion debt-fueled AI infrastructure binge and a tangled web of deals with OpenAI, Microsoft, and others. Unlike peers with robust AI moats, Oracle’s pivot has left it underwater, with Moody’s warning of “extended high leverage and negative cash flow.” Is this the AI bubble’s first pop? Will the $300 billion OpenAI pact become a trillion-dollar trap? Dive into the unraveling, assess the risks, and strateg
Part 3 of 5 - S&P500 outlook - Technicals point to a recovery?
Market Outlook of S&P500 (24Nov25) Technical Indicators Overview MACD Trend Analysis The Moving Average Convergence Divergence (MACD) indicator is currently signalling a downtrend. This downward momentum suggests a potential weakening in the stock’s price movement and may indicate caution for traders monitoring short-term price action. Moving Averages The 50-day and 200-day moving averages are both trending upward, which is typically considered bullish for both short- and long-term perspectives. This uptrend points to a positive sentiment in the market. The most recent candlestick has closed below the 50-day moving average line. This increased volatility, a bearish signal for the short term. Exponential Moving Averages (EMA) On the daily chart, the three exponential moving averages (EM
I prefer top down investing as a good company also needs the right economic conditions, policies and macroeconomic factors to survive and perform well. So, I look at macro then sectors, with a focus beyond just the current cycle but also longer term if I wish to invest for a longer horizon such as IT and AI sectors. For such sectors, if the macro are not conducive but I think they will grow in the longer term, I would seize the opportunity to invest in them if the price drop like tech companies during the rate hike years. I generally pick ETFs as it reduces the risk for a busy investor like me who may not want to keep studying the company on a regular basis and reduces the risk for me if I choose to invest for the medium to longer term. I might couple with bottom up investing once I identi
Part 5 of 5 - my investing muse (24Nov25) - layoffs, closures and a bad week
My Investing Muse (24Nov25) Layoffs, Bankruptcy & Closure news Popular crypto company files for Chapter 15 bankruptcy as Bitcoin crashes. The decentralised application (dApp) analytics platform, DappRadar, decided to wind down as running a large organisation has become “financially unsustainable” in the “current environment.” - Yahoo Finance On the jobs front. ATT laid off 30% of its workforce last week which is huge even by their standards. I’ve been watching for it to pop up in the news, but haven’t seen anything? 3M also laid off last week with more to come. Roche laid off 50% in some divisions. AbbVie as well. - X user Chey Cab Verizon says it will cut 13,000 jobs - X user Unusual Whales Tyson Foods is closing a major beef plant in Lexington, Nebraska with 3,200 employees in Januar
Although there is a drop in the market, I don’t think this is the time to add. Market response has been mainly towards rate cut expectations and have ignored that fundamentally, the labour market remains strong and economic data have not suggested impending recession. Many of the companies have delivered earnings that beat expectations. The pullback has been painful but not big enough for me to add positions. I prefer to stay calm in this time and continue to watch the macroeconomic situation. The current valuation of most stocks are near historical ranges where they are neither too expensive to be considered a bubble but also not cheap enough for me to consider adding positions. I would need to wait for another 5-10% pullback before adding. I believe once the panic settles, there will act
🚀 Indexes Bounce Back with a Bang—But Is This the Start of a Holiday Rally or Just a Tease? Next Week's Make-or-Break Clues Revealed! 📈
Wall Street just shook off a brutal week of AI jitters and tech tumbles, closing Friday on a high note that had traders cheering from the trading floor. All three heavyweight indexes flipped the script: the Dow rocketed nearly 500 points in a single session surge, the S&P 500 clawed up 0.92% to hit 6,599 amid Fed rate-cut whispers, and the Nasdaq? Oh, it stole the show, spiking over 2% at its peak before settling into solid gains. This rebound came hot on the heels of a nasty weekly slide—Dow down 1.3%, S&P off 1.2%, Nasdaq shedding 1.8%—fueled by overblown fears that the AI boom was fizzling. But hold up: with valuations still sky-high and crypto crashes echoing in the background, was this just a pit stop or the green light for Santa's early sack of gains? Let's unpack the firewor