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Mrzorro
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2025-11-27
Has Nvidia Been Punished Too Harshly at 24x Forward P/E? With “AI bubble” fears still in the air, $Alphabet(GOOG)$   has emerged as the new tech market star on the back of its Gemini 3 model and full-stack AI strategy. The stock is up over 14% this month and about 70% year to date, leading the M7 and putting Alphabet within reach of a $4 trillion market cap.  In contrast, the surge of Google’s AI chips has coincided with a sharp selloff in $NVIDIA(NVDA)$   , wiping about $1 trillion off its market value in under a month and dragging other GPU names like $Advanced Micro Devices(
Has Nvidia Been Punished Too Harshly at 24x Forward P/E? With “AI bubble” fears still in the air, $Alphabet(GOOG)$ has emerged as the new tech mark...
TOPBonnieHoyle: NVDA at 24x PE looks oversold, long-term potential still solid.[看涨]
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Owen_Tradinghouse
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2025-11-25

Too Early To Go All In:How To Trade For A Second Market Low?

Trend Insights:It is still too early to turn fully bullish on U.S. equities; the main strategic focus should be on trading a potential second bottom rather than rushing to deploy all capital. The current market is shifting from a one-way rally driven by expectations of monetary easing toward a choppier regime in which investors are repricing the timing of rate cuts, the AI bubble, and credit spreads. Over the medium term, U.S. stocks still have a good chance of delivering a “Santa rally,” but near-term risks have not been cleared, and the necessary conditions for a durable reversal are only gradually falling into place, so the time for an all-out long stance has not yet arrived.December rate cut not locked inAt the moment, the probability of a December rate cut implied by Fed funds futures
Too Early To Go All In:How To Trade For A Second Market Low?
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Barcode
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2025-11-27

🔥 🥦🥩📈 Beyond Meat Accelerates As Call Flow Detonates, Spot Battles My Key $1.03 Inflection After a High Velocity Intraday Thrust 📈🥩🥦 🔥

$Beyond Meat, Inc.(BYND)$ $GameStop(GME)$ $Opendoor Technologies Inc(OPEN)$  📊 Momentum Overview I’m tracking Beyond Meat $BYND with far more focus today because the order flow has shifted from passive churn into outright speculative aggression. By midday yesterday, call volume surged to 379,204 contracts, which is 51% above the daily average of 251,440, and that makes it one of the fiercest single session spikes I have seen in the past quarter. The put call ratio diving below 0.2 confirms directional intent, not balanced hedging. Activity concentrated heavily in the November 29 $1 calls with more than 150k contracts traded, backed by December 5 $1.50 calls a
🔥 🥦🥩📈 Beyond Meat Accelerates As Call Flow Detonates, Spot Battles My Key $1.03 Inflection After a High Velocity Intraday Thrust 📈🥩🥦 🔥
TOPAthenaVeblen: BYND's momentum is insane! $1.03 break could trigger massive squeeze 🚀[龇牙]
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JC888
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2025-11-27

GOOG : A 'Must' Buy, now and into 2026 !

For investors looking at Q4 2025, $Alphabet(GOOG)$ has emerged as a unique dual-threat: It is a defensive "survivor" in a potential market downturn. And an offensive growth leader predicted to eclipse $Apple(AAPL)$ in value by 2026. According to Nasdaq & MarketWatch, below are reasons why GOOG is the "smart money" investment: 1. "Survivor" Theory : AI Apocalypse’s Resilience. While fears of an AI bubble bursting have recently led to market volatility, GOOG has been identified as one of two "Magnificent Seven" stocks (the other being MSFT), capable of being the "strongest” survivors of an AI apocalypse. Safety in Chaos: GOOG has proven it can "dodge” the worst of corrections and even thrive if the AI h
GOOG : A 'Must' Buy, now and into 2026 !
TOP1PC: Nice Sharing 😊 Google Shine like a Diamond 💎 I need my shades [Cool] @Barcode @DiAngel @koolgal @Shernice軒嬣 2000 @Shyon @Aqa
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nerdbull1669
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2025-11-27

Bitcoin Just Cross $90K, Can It Stay Above It or Volatility Persists?

We saw Bitcoin crossing $90K, but the outflows on the total Bitcoin Spot ETF remains high, Global crypto ETPs see $1.9 billion in weekly outflows, adding to third-worst run since 2018, does it mean that Bitcoin could still face volatility and might goes below $90K? So in this article, we would like to examine what the current flows likely mean — and how investors can strategically position around BTC-related volatility, without overreacting to the headline outflows. Do Heavy Outflows Mean Bitcoin Must Fall Below $90K? Not necessarily — but they do increase the probability of short-term volatility. Here Is how to interpret the situation: ✔ Bitcoin at $90K + Large Outflows = A Divergence BTC spot ETFs seeing $1.9B weekly outflows (3rd-worst run since 2018) means institutional money has been
Bitcoin Just Cross $90K, Can It Stay Above It or Volatility Persists?
TOPRon Anne: $82K–$85K support + fading active addresses = BTC dip likely!
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Option_Movers
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2025-11-25

Option Movers | Tesla's $420 Call Jumps 224%; Alphabet's $320 Call Surges 552%

Market OverviewWall Street stocks closed higher on Monday (Nov. 24), extending Friday's rally as increased odds that the U.S. Federal Reserve will lower its Fed funds target rate in December helped investors look past concerns about inflated tech valuations.Regarding the options market, a total volume of 54,442,505 contracts was traded, down 6% from the previous trading day.Top 10 Option VolumesTop 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $AAPL(AAPL)$, $PLTR(PLTR)$, $AMZN(AMZN)$, $MSTR(MSTR)$, $HOOD(HOOD)$<
Option Movers | Tesla's $420 Call Jumps 224%; Alphabet's $320 Call Surges 552%
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PeterDiCarlo
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2025-11-27

BMNR Bounce, TSLA Pivot, AMZN Breakout Setup, LULU Pre-Run Signal

1. $BitMine Immersion Technologies Inc.(BMNR)$ BMNR bottom update 💥+25% since we tagged the bottom band of the 1W Bias.Monthly BX is still green, so the bull cycle stays intact. 🔁Next stop: $40. 2. $Tesla Motors(TSLA)$ Big deal if TSLA weekly BX closes a higher low on Friday. 🚨We’ve got one more session to go…but if this confirms, that $350 retrace might be off the table. 🚀 3. $Amazon.com(AMZN)$ This correction has been prime time to load the AMZN dip.I’m pricing in a breakout to $260–$280 by end of Q1 2026.Monthly BX shows macro buying pressure.THT Pro volume POC sits at $220.Weekly bias holding support.All signs point to strong support and the next leg up. 4. <
BMNR Bounce, TSLA Pivot, AMZN Breakout Setup, LULU Pre-Run Signal
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Travis Hoium
·
2025-11-27

Autonomy Isn’t Software: Safety First, Hype Later

I think investors' misunderstanding of the autonomy market (valuing $Tesla Motors(TSLA)$ $Lucid Group Inc(LCID)$ $Rivian Automotive, Inc.(RIVN)$ etc like tech companies) comes down to software vs hardware.In software, you can ship something that's not perfect. But you build a user base and make it better over time, which is a flywheel of users and resources and distribution...ohh my! In hardware, you get one shot to get it right. If you design a plane that costs $1 per mile, but it crashes 5% of the time, you have no customers. A plane that costs $100 per mile but never crashes wins the market.In autonomy, safety is first. Pass that safety bar, and we can start t
Autonomy Isn’t Software: Safety First, Hype Later
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Daily_Discussion
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2025-11-27

🔍 The Power of Payoff Skew: Where Are You Placing Your Big Bets?

Your insight could light up someone's strategy. 🏮Share one trade idea you're proud of and illuminate our community.Catch up fast:These events rocked the markets today.More NewsTiger Community TOP10 Tickers🎯 S&P500 Most Active Today 👉@TigerObserverWeekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, EarningsCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!⚙️ Thursday — Futures Market[Crude Oil] International crude oil prices rose, with WTI January futures up 1.21% to settle at $58.65 per barrel; Brent January futures settled up 1.04% to settle at $63.13 per barrel.[Gold] Spot gold rose
🔍 The Power of Payoff Skew: Where Are You Placing Your Big Bets?
TOPShyon: I will pay attention to crypto themed stocks as Bitcoin tops $90000. Stocks in watchlist include $DEFI TECHNOLOGIES INC NEW(DEFT)$ $Bullish(BLSH)$ $Circle Internet Corp.(CRCL)$ $Marathon Digital Holdings Inc(MARA)$ $MicroStrategy(MSTR)$
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Tiger_SG
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2025-11-27

Black Friday! What's Your Shopping List? Stocks or Products?

This year’s Black Friday isn’t just about malls and e-commerce slashing prices — many star stocks are also trading at “broken-bone” discounts. So what’s your move: grab the products you’ve been eyeing, or take advantage of oversold stocks for a value/ tactical rebound? Let’s talkBlack Friday Deals: Products Are So Tempting$Lululemon Athletica(LULU)$Clothes, shoes, bags — almost everything is on sale! Plus, members get an extra 15% OFF, and many classics are at the lowest prices of the year.🛍️ The products are easy to buy — the stock, the same. LULU shares are down over 40% YTD.So… Black Friday: buying the clothes or the stock at a “broken-bone” price?$Deckers Outdoor(DECK)$Ugg boots and Hoka shoes are win
Black Friday! What's Your Shopping List? Stocks or Products?
TOPShyon: This Black Friday, I’m not just looking at mall deals — the real bargains are in the market. Seeing names like LULU $Lululemon Athletica(LULU)$ , DECK $Deckers Outdoor(DECK)$ , CMG, and NVO all down more than 40% YTD feels like one of those rare valuation windows where sentiment has swung too far. These are strong brands with solid demand, and sharp sell-downs often create attractive entry points. Of course, the product deals are tempting too. LULU gear at yearly lows, discounted Hoka shoes, and Amazon’s sitewide offers make it a great time to restock essentials. Some of these items hardly ever go on sale, so it’s hard to resist picking up a few. So this year, I’m doing both — buying a couple of items I’ve been waiting for and nibbling on a few oversold quality stocks. It’s a mix of small lifestyle upgrades and strategic portfolio moves. My wallet might take a hit, but it feels like the right balance for this Black Friday. @Tiger_comments @TigerStars @Tiger_SG
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orsiri
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2025-11-27

Tencent’s Silent Reorientation: A Cash-Rich Giant the Market Still Insists on Misunderstanding

A company minting money at Ferrari speed while being priced as if it’s due for retirement. $Tencent Holding Ltd.(TCEHY)$ continues to present one of the most entertaining mismatches between perception and reality in global tech. The market clings to a narrative of a fatigued Chinese conglomerate, yet the numbers depict a company in full command of its cash engine and quietly reorienting itself toward higher-margin, lower-regulation business lines. This isn’t a repair job. It’s a deliberate strategic shift carried out by a business that was already functioning beautifully. A giant quietly reshaping itself beneath the market’s gaze Valuation, Cash Flow, and the Persistent Mispricing Problem The latest million-share buyback on 26 November adds anoth
Tencent’s Silent Reorientation: A Cash-Rich Giant the Market Still Insists on Misunderstanding
TOPTrevelyan: [强]Cash cow quietly upgrading its pasture while markets nap. TCEHY's buyback math adds up nicely
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Isleigh
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2025-11-26

🔥 Forgotten Gems Ready to Pop? Why CRCL, RZLV & NOK Might Surprise Next Week

If we zoom out from the headlines, this week actually set up some pretty interesting opportunities for the smaller names many of us are watching. $CRCL took a beating after the broader semiconductor panic, but the setup is getting spicy. With December potential rally coming up and quantum/AI momentum still alive, any positive news could spark a sharp rebound. This one always moves fast both ways — which also means it bounces hard. $RZLV is still my dark horse. Ultra-low float + improving sentiment in EV microcaps = potential for that sudden 20–40% rotation pop. Not guaranteed, but the recipe is there. $RGTI is hanging on surprisingly well despite AI volatility. Quantum names usually lag macro noise, then overshoot when liquidity returns. Watch for that pattern again. $NOK pushing above $7
🔥 Forgotten Gems Ready to Pop? Why CRCL, RZLV & NOK Might Surprise Next Week
TOPzaza10: RZLV chart looking tasty. Low float + sector rotation = 🚀 fuel.[吃瓜]
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Igor Rezende
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2025-11-26

Northwest Bancshares – 3Q 2025 Financial Report Analysis

$Northwest Bancshares(NWBI)$ , founded in 1896, is a full-service financial institution. They offer business and personal banking products, employee benefits, and wealth management services.  As of September 30, 2025, Northwest operated 151 full-service financial centers and ten free-standing drive-up facilities in Pennsylvania, New York, Ohio, and Indiana. The bank has approximately 60% of its total outstanding loans distributed across around 30 property types, resulting in a diverse portfolio that helps it avoid industry concentration issues. Income Statement  The bank's EPS (Earnings Per Share) was $0.61 for the year ended September 2025. So far, it has distributed $0.60 in dividends, representing a 98.36% payout ratio.  Total in
Northwest Bancshares – 3Q 2025 Financial Report Analysis
TOPwinky9: ROE improvement and new legal counsel look promising. Solid dividend payout too![强]
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Shyon
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2025-11-26
I see Google’s $Alphabet(GOOGL)$ TPU push as meaningful competition, but not a threat to Nvidia’s $NVIDIA(NVDA)$ core lead. TPUs will broaden the AI compute market rather than shrink it. Nvidia still dominates training and CUDA, while rising inference demand simply encourages hyperscalers to diversify and reduce reliance on a single supplier. On Burry’s bubble call, I think he’s right about pockets of excess, but I don’t see a dot-com style collapse. AI spending today comes from real workloads and enterprise adoption, so despite volatility, this still looks like the early stage of a long AI infrastructure cycle. If Meta $Meta Platforms, Inc.(META)$ or OpenAI
I see Google’s $Alphabet(GOOGL)$ TPU push as meaningful competition, but not a threat to Nvidia’s $NVIDIA(NVDA)$ core lead. TPUs will broaden the A...
TOPicycrystal: thanks for sharing
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nerdbull1669
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2025-11-26

Can Google "Value pick" Among "Mag Seven" Helps It To Cross $4 trillion threshold?

As of now $Alphabet(GOOGL)$ is roughly in the $2.5–3T range depending on recent trading. Alphabet have been showing strength in its stock price movement, and could Google be aiming for $4 trillion by early 2026? In this article I would like to discuss a forward-looking framework to evaluate whether Alphabet (GOOGL) could realistically reach a $4 trillion market cap by early 2026, what could derail that trajectory, and what could power it even higher. Can Alphabet reach $4 trillion by early 2026? Mathematically: GOOGL needs ~35–55% upside over about 12–14 months. This is achievable only if multiple AI monetization paths hit simultaneously and macro conditions stay supportive. Key Risks That Could Derail Alphabet's $4T Ambition 1. AI Monetization F
Can Google "Value pick" Among "Mag Seven" Helps It To Cross $4 trillion threshold?
TOPMortimer Arthur: Santa Rally will bring this to $400 ?
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Elliottwave_Forecast
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2025-11-26

Alphabet Inc. $GOOGL Soars 40% from Blue Box Area, With $340 Target Still Ahead

Hello everyone! In today’s article, we’ll examine the recent performance of Alphabet Inc. ($GOOGL) through the lens of Elliott Wave Theory. We’ll review how the powerful rally from the October 2025 low unfolded as a textbook 5-wave impulse and discuss our evolving forecast for the next move. Let’s dive into the fascinating structure and expectations for this tech giant. 5 Wave Impulse + 7 Swing WXY correction   $GOOGL 4H Elliott Wave Chart 10.09.2025: $GOOGL 4H Elliott Wave Chart 11.24.20
Alphabet Inc. $GOOGL Soars 40% from Blue Box Area, With $340 Target Still Ahead
TOPCareyDunlop: Impressive wave count! GOOGL's rally shows no signs of slowing. 🚀 $340 incoming![强][看涨]
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Max87
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2025-11-26
$Alibaba(BABA)$  $BABA-W(09988)$  After much deliberation going through the latest earnings release, I'd say I'm unimpressed by the latest result despite much marketing effort from industry third party sources including independent analyst. Much of the investments into Quick Commerce generated nett revenues growth of +6x% yoy (this is on the small base of Eleme) but at the expense of EBITA down by -7x% yoy (on the huge base of entire core China commerce group). Base on rough assumption, it would be roughly a 4:1 ratio in terms of expense to nett revenue gained. The only redemptions are from Management's verbal assuages that seems to imply higher new customer retention & synergy to
$Alibaba(BABA)$ $BABA-W(09988)$ After much deliberation going through the latest earnings release, I'd say I'm unimpressed by the latest result des...
TOPglimzy: Management's cloud narrative still needs time to brew[看涨]
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Lanceljx
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2025-11-26
Your question gets to one of the core debates in tech / big-cap investing right now. The recent NATO Communications and Information Agency (NCIA) contract for Google Distributed Cloud (GDC) offers a useful lens — but the verdict on whether the market is truly “winner-takes-all” remains mixed. Below is how I see the situation — and where I lean for Alphabet / Google Cloud (Google) from here. ✅ Why this deal suggests strong competitive advantage for Google The deal with NATO — described as multi-million-dollar, sovereign-cloud and air-gapped — shows Google Cloud is evolving beyond commodity hosting. It’s competing in highly sensitive, security-conscious environments such as defence, where barriers to entry are high. That indicates Google is building credentials and trust that not every cloud
Your question gets to one of the core debates in tech / big-cap investing right now. The recent NATO Communications and Information Agency (NCIA) c...
TOPNorton Rebecca: GOOGL’s cloud/AI tailwinds + diversification = safe bet!
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Mrzorro
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2025-11-26
TPU Are Not Killing GPU. The AI Chip Pie Keeps Getting Bigger Over the past few weeks, anything tied to $Alphabet(GOOG)$   TPUs has become the new market darling. Add in reports that $Meta Platforms, Inc.(META)$   may start deploying TPUs around 2027, and a neat but scary story appeared on trading desks in the market. The story says TPUs will replace GPUs, cloud giants will walk away from $NVIDIA(NVDA)$   and $Advanced Micro Devices(AMD)$   , and only a small T
TPU Are Not Killing GPU. The AI Chip Pie Keeps Getting Bigger Over the past few weeks, anything tied to $Alphabet(GOOG)$ TPUs has become the new ma...
TOPMarialina: Multi-vendor growth is key. Advanced packaging and software stacks will decide winners in this expansion AI chip race.[看涨]
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Barcode
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2025-11-27

🔥🚀📈 $SPX Structural Pivot, VOL Compression And Breadth Recovery Into 28Nov25 📈🚀🔥

$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ I am watching a live VOL crush and $SPX has already met my $6,830 🎯 level. Right now, while the market is still open, $SPX is trading around $6,827 and pushing into the key resistance band I track between $6,825 and $6,850. Earlier in the week we saw a tactical flush down toward $6,650. Since then price has reclaimed the $6,800 shelf and is now re-engaging the upper Keltner and Bollinger envelopes on my 4H chart. This is exactly where I want to see how the market responds to the big level today. At the same time, volatility has been crushed. VIX has reset from peaks above 28 in late November t
🔥🚀📈 $SPX Structural Pivot, VOL Compression And Breadth Recovery Into 28Nov25 📈🚀🔥
TOPCool Cat Winston: I’m reading your $S&P 500(.SPX)$ work as a clear structural map and I’m weighing the same volatility shift you highlighted. When liquidity pockets behave this cleanly, I anchor my thinking the same way I do around $NVDA during macro inflection points. The resistance behaviour you outlined shows momentum rebuilding as positioning resets and the Gamma profile tightens. I’m impressed at how well you’ve tied flow, regime shifts and cross asset tone together. This is a great read BC! 😻
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