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Barcode
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2025-11-24
$Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $Roundhill Magnificent Seven ETF(MAGS)$ 🔥📊🚀 The Magnificent 7 Are Repricing the Market. One Name Has Already Taken Control of 2025 🚀📊🔥 📈 The Macro Picture Behind the Index Rebound The leadership break inside the Magnificent 7 has accelerated. Combined Q3 revenue reached $588.7B, up from $278.3B in Q3 2020, yet performance dispersion is now extreme. Alphabet leads 2025 at 54.7%. Nvidia follows at 38.9%. Microsoft is at 15.6%. Apple at 7.2%. Amazon at 1.5%. Meta at 0.8%. Tesla flat. The past three months have moved faster; Alphabet is up roughly 45%, Meta is down more than 21%, Nvidia is marginally positive, and Amazon, Microsoft,
$Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $Roundhill Magnificent Seven ETF(MAGS)$ 🔥📊🚀 The Magnificent 7 Are Repricing the Market. One Name Has Already Taken...
TOPCool Cat Winston: I’m looking at your Mag7 breakdown and it lines up with the positioning shifts I’m seeing in $MSFT. The volatility compression around its short term structure suggests a liquidity pocket forming near prior resistance. Your framing of $GOOGL leading the macro regime explains why flow keeps rotating into quality tech even while gamma stays tight.
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koolgal
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2025-11-24

Is Oracle A Good Buy or a Good Bye?

🌟🌟🌟Last  week Oracle $Oracle(ORCL)$  is grappling with an investment paradox that has sent its stock down from its peak to USD 198.76 even though it is still up 19% year todate.   What happened to Oracle? The Double Edged Sword of AI Ambition: Oracle's vision to power the AI revolution has secured major cloud deals with players like OpenAI and xAI.  Yet this ambition comes at a significant cost, leading to 6 consecutive weeks of stock decline and raising serious red flags for both investors and analysts. Massive Capital Outlay: In order to compete with giants like Amazon and Microsoft,   Oracle is investing heavily in data centers, primarily funded by significant borrowing
Is Oracle A Good Buy or a Good Bye?
TOPJONESTea: Massive debts and thin margins? Oracle's AI gamble looks risky. Better safe than sorry![看跌]
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nerdbull1669
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2025-11-24

Can NetApp (NTAP) Show Quality Growth (Cloud & AFA)?

$NetApp(NTAP)$ is expected to release its fiscal Q2 2026 earnings on Tuesday, November 25, 2025, after the market closes. Fiscal Q2 2026 Earnings Analysis The general consensus suggests a modest year-over-year increase for both revenue and EPS, building on the company's focus on its flash and cloud storage portfolios. Positive Tailwinds: The company is strategically focused on high-growth areas like All-Flash Arrays and enterprise AI solutions. Strong demand in these areas, coupled with hyperscaler partnerships (Amazon, Microsoft), is expected to be a primary driver of performance. Recent EPS History: NTAP has a history of generally beating or meeting consensus EPS estimates, but it did miss the consensus estimate in the prior quarter (Q1 2026). M
Can NetApp (NTAP) Show Quality Growth (Cloud & AFA)?
TOPWayneEvans: Cloud growth could boost margins if OPEX shift continues. NTAP's AI focus helps. 🧐
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koolgal
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2025-11-24

January 15 2026 : MSCI Reclassification Decision That Could Affect Bitcoin

🌟🌟🌟Based on recent news $Strategy(MSTR)$  and the broader cryptocurrency market are facing significant uncertainty.  This is driven by a looming MSCI index reclassification decision, which could cause forced selling by institutional investors.  Bitcoin's recent price drop below USD 90,000, combined with this regulatory risk, has intensified market volatility. What happened? On October 10 2025, MSCI, the world's 2nd largest index provider published a critical update.  MSCI is questioning whether companies whose core business is holding crypto should be classified as companies or funds. If labeled as funds, these companies cannot be included in passive indices because it creates a circular feedback
January 15 2026 : MSCI Reclassification Decision That Could Affect Bitcoin
TOPNING667: MSCI ruling D-day gonna shake crypto to core. Either mega dump or rocket fuel[吃瓜]
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nerdbull1669
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2025-11-24

Can Dell Technologies (DELL) Earnings Show Signs Of Rebound From Tech As AI Server Margins In Focus?

$Dell Technologies Inc.(DELL)$' upcoming earnings report for Fiscal Q3 2026 (Period ending October 2025) is scheduled to be released on Tuesday, November 25, 2025 (After Market Close). Dell stock has pulled back significantly (~15-20%) heading into this print. This creates an interesting "oversold" setup where the bar for a positive reaction might be lower than it was a few months ago. The market is anxious about AI server margins and the rising cost of memory components. DELL earnings would be interesting as we would be seeing how the AI narrative would be like when investors are anxious to look at its AI server margins, and this should give me some clues whether the AI bubbles might really formed? Earnings Per Share (EPS) Estimates Analysts and
Can Dell Technologies (DELL) Earnings Show Signs Of Rebound From Tech As AI Server Margins In Focus?
TOPhappiness000: [666]DELL's ISG margins could surprise if memory costs stabilize. Backlog above $12B would confirm momentum[看涨]
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Shyon
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2025-11-24
I am watching the doubling of Oracle's Credit Default Swap (CDS) spreads with significant concern, as it clearly signals a palpable rise in perceived risk regarding the company's enormous gamble on the Artificial Intelligence infrastructure buildout. The surge in the cost of insuring Oracle's debt to its highest level in two years—or even three, depending on the data source—is a direct reflection of investor anxiety over the multi-billion-dollar debt Oracle is taking on. This aggressive borrowing spree, with net adjusted debt potentially tripling by 2028, is a high-stakes strategy to challenge giants like Microsoft $Microsoft(MSFT)$   and Amazon $Amazon.com(AMZN)$
I am watching the doubling of Oracle's Credit Default Swap (CDS) spreads with significant concern, as it clearly signals a palpable rise in perceiv...
TOPGuy: Earnings next week will be key. Watching if ORCL's gamble pays off[看跌]
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2.06K
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JC888
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2025-11-24

US Market : Skip Thanksgiving Week (24 Nov) ?

It’s coming to 2 weeks since US government shutdown ended. On Wed, 12 Nov 2025, Trump signed the bipartisan funding bill that reopened the government and extended funding thru 30 Jan 2026. Effectively kicking the budget-bucket further down the road instead of addressing it heads on. With that, US economic reporting resumed, showing actual state of the US economy. Many believe these negative reports all played a role to further dampen US market sentiments, kickstarted by (a) Softbank, (b) Michael Burry and (c) Peter Thiel. Jobless Claims. (a) Weekly claims. For the week ended 15 Nov 2025, weekly initial claims fell by -8,000 to a seasonally adjusted 220,000 claims. (see above) Economists polled by Reuters had forecast 230,000 claims for the latest week. Note that latest claims data covered
US Market : Skip Thanksgiving Week (24 Nov) ?
TOPVenus Reade: I think NVDA will be $250 by March or April next year. Not even worried at all. Large companies that sold recently booked huge profits, can't blame them. They didn't sell because they didn't believe in the company.
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EraGrowth_Wealth
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2025-11-23

$MU has been seeing some big flow lately.

$Alphabet(GOOGL)$ TPUs adding to $NVIDIA(NVDA)$ GPU demand. New TPU generation leans hard on HBM & $Micron Technology(MU)$ is one of the only suppliers with real capacity. As GOOGL scales TPU clusters, $Micron Technology(MU)$ becomes the go-to source for the extra memory the industry suddenly needs. $Micron Technology(MU)$ closing +2.98% | Volume 36.7M (≈ 1× avg)Range 9.64% | RSI(14) ≈ 58 (neutral zone)Intraday flow +$0.96B (3rd straight day of net inflow)Large lots modest net-out → small/mid lots catch, chips not loosened Technical Levels (1-3 day view)Support 202-205 ← multiple
$MU has been seeing some big flow lately.
TOPtwinkle5: MU's momentum is solid, HBM demand surge keeps it hot![龇牙]
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Selection
Daily_Discussion
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2025-11-24

🔥 This Week's Market Catalysts: Don't Just Watch, What's YOUR Trade?

Hey Tigers! 🐅A new week, a new opportunity! 🌟What's the first move you're making as the market opens?Jump in, share your plan, and let's make this week count!Let’s break it down. These stories drove the markets.More NewsWeekly Five Key Areas: Earnings, Macro, Singapore Stocks, Options, FuturesCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!🌍 Monday — Macro EconomyU.S. stocks declined last week despite positive corporate and economic news, as investors worried about high valuations and AI's profitability. The Nasdaq fell the most, while small-cap indexes held up slightly better. Although NVIDIA reported record earnings and strong guidance, its shares fel
🔥 This Week's Market Catalysts: Don't Just Watch, What's YOUR Trade?
TOPShyon: My strategy will be simple this week, monitor for potential rebound in AI stocks like $NVIDIA Corp(NVDA)$ $Palantir Technologies Inc.(PLTR)$ after the massive plunge last week. Suitable for short term trade.
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Linda1127
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2025-11-23
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1.81K
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MaDLabbit
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2025-11-24
$BIDU-SW(09888)$  $BIDU-SW(09888)$  I added 100 shares of Baidu, average up Alittle. I think Baidu have big potential with their kunlun ai chips and Apollo go. i do think it is undervalued, that's why I'm adding. i think it will go to 160 by March 2026
$BIDU-SW(09888)$ $BIDU-SW(09888)$ I added 100 shares of Baidu, average up Alittle. I think Baidu have big potential with their kunlun ai chips and ...
TOPEnid Bertha: Most likely 102 to close weekly gap! There is another small gap at 98 range and around $90 ish highly unlikely it goes there-those a very small gaps!
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