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mster
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05-26
$Navitas Semiconductor Corp(NVTS)$  A little over a year ago, I noticed Navitas Semiconductor (NVTS) when it was trading like a penny stock down around $5. It felt like a bit of a speculative play at the time, but the thesis made sense: their next-gen Gallium Nitride (GaN) and Silicon Carbide (SiC) power chips dramatically improve energy efficiency and thermal management. With power-hungry AI servers and storage infrastructure scaling up globally, it was clear that the massive energy demands of data centers would eventually lift the entire power management sector. Because it felt speculative, I didn't give it major attention; I simply bought tiny 10-share tranches along the way, systematically using Tiger cash vouchers to score roughly 30% of
$Navitas Semiconductor Corp(NVTS)$ A little over a year ago, I noticed Navitas Semiconductor (NVTS) when it was trading like a penny stock down aro...
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344
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Soyabean89
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05-26
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605
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C C
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05-26
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1.84K
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Value_investing
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05-26

Should You Buy SpaceX When It Goes Public?

On May 20, SpaceX filed its IPO prospectus, with a listing date set for June 12. Founded by Elon Musk, SpaceX operates three primary businesses: rocket launches, Starlink, and xAI. Press reports peg the IPO raise at roughly $75 billion, with a post-listing market cap that could approach $2 trillion. On deal size alone, SpaceX would shatter Saudi Aramco's $29.4 billion record from 2019 and become the largest IPO ever, while ranking as the seventh-most-valuable company in the U.S. market. For a debut this closely watched, the question is whether day one offers a real investment opportunity. What does SpaceX actually do? The S-1 splits the company into three reporting segments: Space - the well-known rocket launch business, with the U.S. government as its principal customer. Connectivity - St
Should You Buy SpaceX When It Goes Public?
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1.12K
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koolgal
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05-24
Is the Iran War Over?  Unpacking Trump's Imminent Peace Move & the New Fed Shockwave  🌟🌟🌟The global energy grid has just been sent into an adrenaline fueled tailspin.  Over the last 24 hours, President Donald Trump declared on Truth Social that a monumental peace deal to end the 2026 Iran War is now "largely negotiated" with a formal memorandum of understanding on the verge of being signed to fully open the Strait of Hormuz. This is a heart stopping pivot.  We are looking at a highly dramatic conflict that kicked off with large scale US Israeli strikes in February 2026, sent oil prices to a roaring premium and choked global shipping lines. Another massive news is the installation of Kevin Warsh as the new Fed Chair and the 30 year US Treasury yield has scaled past r
Is the Iran War Over? Unpacking Trump's Imminent Peace Move & the New Fed Shockwave 🌟🌟🌟The global energy grid has just been sent into an adrenaline...
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koolgal
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05-25
🌟🌟🌟I invest in $SS SPDR STI ETF(ES3.SI)$ because it represents the best of Singapore - discipline, resilience and quiet strength wrapped into 1 powerful ETF.  It is not loud.  It is not flashy.  But it delivers exactly what a long term investor needs: stability, dividends and a strong foundation built on companies that have proven themselves across crises and cycles. The best includes our 3 local banks $DBS(D05.SI)$  $OCBC Bank(O39.SI)$  $UOB(U11.SI)$  and blue chips like 
🌟🌟🌟I invest in $SS SPDR STI ETF(ES3.SI)$ because it represents the best of Singapore - discipline, resilience and quiet strength wrapped into 1 pow...
TOP1PC: Nice Sharing 😁 Congratulations 🎉👏 @Shyon @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000
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Pinkspider
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05-25

TESLA

Don't panic! The impact of the SpaceX IPO on Tesla is severely overestimated!👍😝 Tesla fans, take note! SpaceX's IPO is here, but will TSLA really be dragged down? just saw a new analysis from Barron's, and the conclusion is clear: Don't panic! The impact of the SpaceX IPO on Tesla is severely overestimated! Here are the reasons: ✅ SpaceX only raised approximately $75 billion, which the market can easily absorb. ✅ Tesla's daily trading volume reaches $20 billion, making it extremely liquid. ✅ Last year, the Trump-Musk incident caused a 14% drop, but it fully recovered in less than 3 weeks. ✅ The real focus is on Tesla itself: Robotaxis are already operating in 4 cities, the third-generation Optimus is about to debut, and the AI ​​story is just beginning to unfold! 🔥
TESLA
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948
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Shyon
·
05-25
What stands out to me about SpaceX is how unusual its incentives are. Instead of EPS or stock targets, the ultimate goal is a 1 million-person Mars colony, which reframes even its S-1 narratives as steps toward a long-term civilization plan. Operationally, the dominance is already clear: SpaceX leads global orbital launches with reusable rockets, and Falcon 9 has reshaped launch economics. Starlink, now with 10M+ users, turns that cost advantage into a real, scaling business. For me, it’s less about traditional valuation and more a long-duration bet on execution and vision. The premium exists because the company is aligned with a decades-long roadmap that either feels implausible or inevitable, depending on what you believe. Ultimately, the question is whether this level of ambition can c
What stands out to me about SpaceX is how unusual its incentives are. Instead of EPS or stock targets, the ultimate goal is a 1 million-person Mars...
TOPPhoebeReade: Mars angle is crazy, but 10M+ users is the real tell. You think vision matters more than launch economics here?
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Lanceljx
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05-25
The “Elon premium” tied to Elon Musk is not about current earnings, but future dominance. Markets are pricing outcomes where Tesla cracks autonomy or robotics, or SpaceX extends its economic moat. At a three-digit P/E, this is not a valuation call. It is a probability bet. If even one moonshot scales, it works. If not, downside is severe. The Mars-linked compensation is strong signalling, not practical alignment. It reinforces mission, filters believers, and anchors Musk’s long-term narrative, but it is too distant to anchor financial value. Bottom line: you are buying execution at extreme scale, not cash flow.
The “Elon premium” tied to Elon Musk is not about current earnings, but future dominance. Markets are pricing outcomes where Tesla cracks autonomy ...
TOPpizzi: Feels right, I’m holding Tesla and this is basically a moonshot bet lol. If autonomy slips, does the premium crack first?
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Shyon
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05-25
This week, my watch list focuses on $Marvell Technology(MRVL)$ $PDD Holdings Inc(PDD)$ . I like MRVL because AI infrastructure demand remains strong, while PDD continues showing solid profitability and growth momentum through its global expansion. Among the ex-dividend stocks, I prefer $Johnson & Johnson(JNJ)$ the most due to its stability, defensive healthcare business, and consistent dividend history. In a volatile market, I value companies with reliable cash flow and resilience. Overall, I’m still bullish on AI infrastructure and quality companies with improving EPS trends. Strong earnings growth and positive guidance are the key factors I’m watching thi

🎁Weekly EPS Growth & Dividend Leaders: MRVL, CRM, PDD, BMO, BNS & More

@Dividend_Earnings_Tracker
😀Hi Tigers, As the Q1 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between May 25 and May 29. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off 🎁Weekly Higher EPS Estimates: MRVL, CRM, PDD, BMO, BNS & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in
🎁Weekly EPS Growth & Dividend Leaders: MRVL, CRM, PDD, BMO, BNS & More
This week, my watch list focuses on $Marvell Technology(MRVL)$ $PDD Holdings Inc(PDD)$ . I like MRVL because AI infrastructure demand remains stron...
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Xaddy_Analyst
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05-25

🔥 Margin Wars: $XPEV vs $LI – Who Wins the China EV Comeback Trade? 📊⚡

The Pulse $XPeng Inc.(XPEV)$ $Li Auto(LI)$ The China EV battlefield is about to drop two critical earnings reports, and the Street is positioned for a margin inflection showdown. $XPEV (XPeng) hits Thursday pre-market with whispers of a 100–150 bps gross-margin beat off the back of the MONA M03 and P7+ cost-engineering miracle, while $LI (Li Auto) faces the uncomfortable question: are we at peak margin as the pure-EV ramp eats profitability? With RSI hovering in the low-40s for $XPEV and mid-40s for $LI, technicals scream "depressed setup meets inflection catalyst." The asymmetry? $XPEV has more shock-and-awe upside if they prove the "volume dilutes fixed costs" thesis, while $LI is the defensive quality pl
🔥 Margin Wars: $XPEV vs $LI – Who Wins the China EV Comeback Trade? 📊⚡
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960
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KYHBKO
·
05-26

(Full Article) Preview of the week (25May2026) - Salesforce on offer?

Economic Preview: Key Data Releases (week of 25May2026) Market Holidays Hong Kong will be closed on 25 May in observance of Buddha’s Birthday. The United States will also be closed on Monday for Memorial Day. In addition, Singapore will be closed on 27 May for Hari Raya Haji. Inflation and Consumer Sentiment The Conference Board’s consumer confidence reading for May is due, with consensus expectations at 91.9. This would represent a decline from the previous reading and may point to softer consumer sentiment. Markets will be watching the Core PCE Index, the Federal Reserve’s preferred measurement of inflation. As a key input into interest-rate expectations, this release could have a meaningful impact on market direction and volatility. Growth and Business Activity US first-quarter GDP grow
(Full Article) Preview of the week (25May2026) - Salesforce on offer?
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1.19K
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KYHBKO
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05-26

(Part 3 of 5) S&P500 weekly outlook (25May2026)

Market Outlook of S&P500 (25May2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 has completed a top crossover and has started a downtrend. Chaikin Money Flow The Chaikin Money Flow (CMF) stands at 0.25, indicating there is more buying momentum than selling pressure in the market. Moving Averages Examining the moving averages, the most recent price action shows the last candlestick has been above the 50-day moving average (MA50) and the 200-day moving average (MA200). This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have begun to trend upwards, which indicates a bullish outlook in both the short and long term. Exponential Moving Averages The e
(Part 3 of 5) S&P500 weekly outlook (25May2026)
TOPLesleyNewman: So many bullish signals yet leaning bearish lol what flipped it?
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KYHBKO
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05-26

(part 5 of 5) - my investing muse (25May2026)

My Investing Muse (25May2026) Layoffs, closures and Delinquencies Bosch is slashing 22,000 jobs in Germany and slowly abandoning its own homeland just to survive. Germany lost 486,000 jobs in just 3 months, mostly in industry. The “economic miracle” is dying in real time. - X user Global Dissident Goldman Sachs warned that AI could impact 300 million jobs globally. Many laughed it off. Now, companies are cutting thousands of roles while openly blaming AI, even as they post record profits. Meta just laid off 8,000 people while pouring over $100B into AI this year alone. And we’re still in the 1st inning. - Source: Goldman Sachs Meta cut 8,000 people today. A survivor wrote about a teammate who slept 4 hours a night for months. Commits at 3am. Commits at 6am. IC4. Strong reviews. No PIP. Cut
(part 5 of 5) - my investing muse (25May2026)
TOPlolmei: Feels real tbh, being useful still gets you cut. Anyone else trimming risk now?
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Barcode
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05-26
$NVIDIA(NVDA)$ $Broadcom(AVGO)$  $Oracle(ORCL)$  📊🚀🌍 S&P 500 Earnings Just Crushed Expectations. Two Giants Still Hold the Final AI Catalyst 🚀🧠📈 I’m looking at Q1 earnings season and the signal is becoming increasingly difficult for the market to ignore. Corporate America did not simply clear expectations. It materially outperformed them. With $NVDA and $WMT now reported, only two of the top 50 $SPX components by market cap remain this quarter: 💽 $AVGO reporting 03Jun26 ☁️ $ORCL reporting 16Jun26 That effectively puts a bow on Q1 earnings season. And the scoreboard looks materially stronger than many expected coming into April when markets
$NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Oracle(ORCL)$ 📊🚀🌍 S&P 500 Earnings Just Crushed Expectations. Two Giants Still Hold the Final AI Catalyst 🚀🧠📈 I’m ...
TOPstomachooo: Breadth is the key here. I’m holding Nvidia, but if Broadcom and Oracle guide up too, who’s saying this stays a one-name trade?
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koolgal
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05-26
$Marvell Technology(MRVL)$ Heroic Rise To Break Nvidia's Monopoly  🌟🌟🌟The name Marvell Technology sounds like it was lifted straight from the pages of a comic book and right now, its role in the global technology ecosystem is exactly that of a Marvel superhero. While the retail crowd remains completely hypnotised by NVIDIA playing the role of an all powerful titan, the world's largest cloud tech giants - Alphabet, Amazon and Microsoft are quietly assembling an alliance to break free from the GPU monopoly.  To pull it off, they have turned to the data centre's ultimate saviour: Marvell. Heading into Marvell's high stakes Fiscal Q1 2027 earnings release on Wednesday 27 May 2026, the stock is trading near an a
$Marvell Technology(MRVL)$ Heroic Rise To Break Nvidia's Monopoly 🌟🌟🌟The name Marvell Technology sounds like it was lifted straight from the pages ...
TOP1PC: Nice Sharing 😁 @DiAngel @Aqa @JC888 @Barcode @Shernice軒嬣 2000
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koolgal
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05-26
🌟🌟🌟Is SpaceX the century's greatest bet or the most expensive SciFi story?  According to Elon Musk, it is a profound multi trillion dollar referendum on the destiny of humanity. Behind the USD18.7 billion in revenue sits a heavy USD4.94 billion net loss & a staggering USD 60.5b debt.  Yet history has shown that this has never deterred Elon Musk. The single strangest clause hidden in SpaceX prospectus is Musk's compensation package.  He receives zero salary.  Instead his multi billion dollar stock options are tied to establishing a self sustaining million person colony on Mars & scaling SpaceX's valuation to an astronomical USD 7.5 trillion. Is the vision worth the premium ? Investing in SpaceX isn't about running numbers. It is about buying a stake in an uncut
🌟🌟🌟Is SpaceX the century's greatest bet or the most expensive SciFi story? According to Elon Musk, it is a profound multi trillion dollar referendu...
TOPMosesMoses: Starlink is the moat, Mars is the meme lol. I get the premium, but that debt stack is crazy too. Anyone actually underwriting the 7.5T part?
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nerdbull1669
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05-26

Can Synopsys (SNPS) Ride The Wave As a Primary Backbone Of The Semi Supply Chain?

$Synopsys(SNPS)$ is scheduled to report its fiscal second-quarter 2026 results tomorrow, Wednesday, May 27, 2026, after the market close, followed by the earnings call at 5:00 PM ET. As a primary backbone of the semiconductor supply chain through Electronic Design Automation (EDA) software, Synopsys sits at the exact intersection of the AI hardware boom and enterprise software cycles. Here is a comprehensive breakdown of the expectations, key metrics to watch, and short-term options trading setups to consider. The Numbers to Watch (Q2 Expectations) Management previously provided concrete consolidated financial targets for Q2 during their last earnings call. Wall Street expectations have pinned themselves strictly to the top end of that guidance: R
Can Synopsys (SNPS) Ride The Wave As a Primary Backbone Of The Semi Supply Chain?
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1.21K
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Mrzorro
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05-26
Marvell Earnings Preview: Is This the Next AI Chip Winner? $Marvell Technology(MRVL)$   will report fiscal first quarter 2027 results after the market closes on Wednesday, May 27. This is a high-expectation print because the stock has already rerated sharply around AI data center demand, custom silicon, and optical interconnects.  For investors, the key question is no longer whether Marvell has AI exposure. It clearly does. The question is whether that exposure can scale fast enough, profitably enough, and predictably enough to support a valuation that already looks much more like an AI infrastructure leader than a cyclical chip supplier. Core Financial Indicators – Revenue Street consensus at $2.41 bi
Marvell Earnings Preview: Is This the Next AI Chip Winner? $Marvell Technology(MRVL)$ will report fiscal first quarter 2027 results after the marke...
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