524
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05-04
$AXTI 20260501 60.0 CALL$ called away at a low price [Cry]
2.60K
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05-04
$UnitedHealth(UNH)$ Clearly undervalued. This Is the largest insurance company in the US. It's turning around now & its loss ratio is rapidly improving, a short term problem. Warren Buffet bought it when the price was at a ridiculous low level.
650
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05-04
$Circle Internet Corp.(CRCL)$ good buy, have faith, buy and forget. Future stablecoin play
1.62K
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05-04
$MSFT 20260821 450.0 CALL$ Despite a Earnings beat On both top & bottom lines last week, share price dropped. Market is fearful of its AI spending. This is irrational as the investment will pay off in the near future. Look At Google. But we take advantage of the Mispricing and buy.
TOPRitaClara: Agree, the AI spending fear is way overblown.
687
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05-04
$DBS(D05.SI)$ great business to own for long term and great passive income
615
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05-04
$Lam Research(LRCX)$ up up foreseee will hit 300
1.27K
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05-04
$Tesla Motors(TSLA)$ managed to break above the 50 sma at $385. The next resistance is $410 where the 100 and 200 sma is, that is also the level where tsla got rejected during the earnings. If the Spx can continue to go higher then there is a good chance tsla can break that resistance but the indexes are overbought so I am cautiously optimistic cos it can remain overbought for a long time. Do you think the spy and qqq can go higher or are we topping?
TOPHope the indexes hold up for TSLA's next move
888
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05-04
$TSLA 20260717 410.0 CALL$ making nice gains on this call. $410 is strong resistance can tsla break it?
2.12K
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05-04
$Palantir Technologies Inc.(PLTR)$ happy i sold 99% but this remains mt for life
862
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05-04
$Invesco QQQ(QQQ)$
613
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05-04
$Beng Kuang(BEZ.SI)$ sell to get some profit
697
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05-04
$MSTX1 20260618 6.0 PUT$ MSTR (Strategy) is experiencing significant upward momentum today, driven by strong price action and volume, as the market reacts positively after recent analyst upgrades and broader Bitcoin strength.
1.10K
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05-04
$Apple(AAPL)$ Apple (AAPL) exhibits strong near-term upward momentum, largely driven by the market's positive reception to its standout Q2 FY2026 earnings report. The current price action has decisively broken above previous resistance, supported by robust fundamental performance.
142
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05-04
$CSE Global(544.SI)$ Nice. Will take some profit
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05-04
$SHOPJoins Software Rebound as $TEAM and $TWLO Lead
Live commerce is the next megatrend, and almost nobody is positioned for it. I have been stalking one name...and I think it's setting up for a BIG move. $Shopify(SHOP)$ Here's why. 1) new emergence of "live commerce" - whatnot is growing FAST and $shop joined their ecosystem last week - shopify just unlocked live selling for millions of merchants - live is outperforming traditional ecommerce - billions in sales - behavioral shift happening... 2) agentic commerce - ceo of $shop: "agentic commerce could be one of the most exciting new paradigms…maybe since the internet" - ai will browse + buy for users - better conversion - shopify can be the rails for this world 3) earnings catalyst - multiple narratives hitting at once - live commerce + ai + distr
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05-04
$OPEN, $ONDS, $HIMS Lead High-Conviction Catalyst Trades
A mix of high-beta trades, thematic momentum, and catalyst-driven setups—from meme revivals to AI, drones, healthcare, energy, and rare earths. The common thread: asymmetric risk/reward with near-term catalysts + narrative tailwinds. 1. $Opendoor Technologies Inc(OPEN)$ $OPEN...holy guacamole. My top setup right now. - financial "open house" on may 7th - chart = basing + curling - s tier leadership + team - other former "meme stocks" ripping - asymmetric r/r ...you're betting on the team + tam here. Swinging $OPEN shares @ ~$5.44. 2. $Ondas Holdings Inc.(ONDS)$ $ONDS - drone theme - earnings catalyst may 14th - huge merger with mistral recently - counter-drone protection for '26 world cup (solid catalyst)
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05-04
AI Infrastructure Dominates: $MU, $MRVL, $VRT Drive Leadership
Leadership is expanding across tiers—from core AI infrastructure winners to next-gen enablers and high-beta speculative plays. Tracking where capital is flowing across these layers helps identify both durability and early-stage breakout opportunities. Follow the leading stocks: Market Leaders $SanDisk Corp.(SNDK)$ SanDisk +385.78% $Bloom Energy Corp(BE)$ Bloom Energy +220.77% $Seagate Technology PLC(STX)$ Seagate +157.80% $Lumentum(LITE)$ Lumentum +150.39% $Western Digital(WDC)$ Western Digital +143.67% $Ciena(CIEN)$ Ciena +121.85%
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05-04
Weekly:Bullish April，NASDAQ Posts Best Month Since 2020,Jobs ahead
Last Week's Recap 1. Moderating Market: $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ Add ~1% as April Momentum Cools Moderating market — S&P 500 and NASDAQ both added ~1% to fresh records; Dow edged up 0.5%, still 1.4% below its all-time high. Fed transition — Fed held rates unchanged; Kevin Warsh’s nomination to replace Powell cleared a Senate panel, teeing up a full Senate vote. Bullish April — NASDAQ +15.3% (best month since Apr 2020); S&P 500 +10.4% (best since Nov 2020); Dow +7.1% (best since Nov 2024). Earnings surge — S&P 500 Q1 EPS growth forecast jumped to 27.1% from 15.0% after mega-cap tech beats, per FactSet. GDP comeback — Q1 GDP grew at a 2.0% annual rate, up from 0.5% in Q4 2025. PC
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05-04
Focus SMCI Earnings More On Margin Trajectory Not "Top-Line Beat"
$SUPER MICRO COMPUTER INC(SMCI)$ is scheduled to report its fiscal third-quarter 2026 results tomorrow, Tuesday, May 5, 2026, after the market close. The stock has been highly volatile leading up to this print, trading around $27.00–$28.00 after a significant recovery from its late-2024 lows. Investors are primarily looking for stabilization in margins and clarity on the "Blackwell" GPU ramp-up. Q3 2026 Earnings Consensus Estimates Super Micro Computer (SMCI) reported its fiscal second-quarter 2026 results on February 3, 2026. The report was a massive "beat and raise" on the top line, though it underscored the growing pains of scaling AI infrastructure at such a rapid pace. Q2 2026 Earnings Summary The headline numbers showed explosive growth, dri
TOPGreat Sharing. Thanks