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1.52K
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Fistein
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06-04
$Nokia Oyj(NOK)$  $20 Target Price.      Nokia's primary growth catalyst is its pivot from a legacy telecom equipment provider to a key player in AI-driven optical networking and data center infrastructure, fueled by NVIDIA's $1 billion strategic investment and the acquisition of Infinera. NOK Growth Catalysts : 1). AI-Driven Revenue Surge: Nokia's AI-related sales saw a 49% year-over-year increase in Q1 2026. This rapid growth is the central catalyst, driven by demand for high-speed data transmission between AI compute clusters. 2). Strategic Partnership with NVIDIA: NVIDIA has made a $1 billion strategic investment in Nokia Oyj. This partnership involves using NVIDIA chips to accelerate Nokia's 5
$Nokia Oyj(NOK)$ $20 Target Price. Nokia's primary growth catalyst is its pivot from a legacy telecom equipment provider to a key player in AI-driv...
TOPBruceBryant: Nvidia's 1B is the key 20 can really arrive?
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Lanceljx
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06-04
A 3.6% pullback in NVIDIA is hardly unusual after its massive run. The key question is whether the investment thesis has changed. So far, AI infrastructure spending remains strong, hyperscalers continue investing aggressively, and TSMC's demand commentary suggests the underlying trend is intact. That said, I would not rush to chase every dip. Geopolitical tensions can create further volatility, and semiconductor stocks have become crowded trades. A deeper correction of 10-15% would offer a more attractive risk-reward profile than a routine 3-4% pullback. For long-term investors, gradual accumulation still makes sense. For those with limited cash, patience may be rewarded given stretched valuations and elevated market expectations. The AI compute story remains compelling, but sentiment can
A 3.6% pullback in NVIDIA is hardly unusual after its massive run. The key question is whether the investment thesis has changed. So far, AI infras...
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1.06K
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Lanceljx
·
06-04
$Broadcom(AVGO)$  Broadcom's selloff looks more like an expectations reset than a breakdown of the core thesis. AI revenue still grew strongly, and the custom ASIC opportunity with hyperscalers remains one of the most compelling themes in AI infrastructure. The VMware acquisition also continues to strengthen Broadcom's software cash flow profile. The issue is valuation. After a huge rally and record highs, investors were expecting not just strong results, but accelerating guidance. When expectations become extreme, even good earnings can trigger profit-taking. Whether AVGO falls below $400 depends more on market sentiment than fundamentals. If AI-related names continue derating and investors rotate away from high-multiple growth stocks, a mov
$Broadcom(AVGO)$ Broadcom's selloff looks more like an expectations reset than a breakdown of the core thesis. AI revenue still grew strongly, and ...
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538
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Lanceljx
·
06-04
At this stage, I view it more as a pause than a definitive end to the bull run. The market is facing three simultaneous headwinds: geopolitical tensions (oil and inflation risk), interest-rate uncertainty, and extremely high expectations for AI-related stocks. When valuations are stretched, even strong earnings can trigger selloffs, as seen with AVGO and several software names. However, one weak ADP report does not necessarily signal a major economic slowdown, and the broader AI capex cycle remains intact. Companies continue to spend aggressively on data centres, chips, networking, and power infrastructure. That fundamental driver has not materially changed. For investors who are already appropriately allocated, I would be cautious about aggressive trimming solely because of a single risk-
At this stage, I view it more as a pause than a definitive end to the bull run. The market is facing three simultaneous headwinds: geopolitical ten...
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1.14K
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D45
·
06-04
$ProShares UltraPro QQQ(TQQQ)$  趁回落收集 十六年分割八次的隱性股皇TQQQ專頁(44濃縮完整版) 前言 坊間投資專家幾乎一致勸退: TQQQ是三倍槓桿納斯達克100 ETF,波動極大、有波動耗損,只適合短線,絕不能長期持有。 但D45用44篇研究、歷史數據、拆股紀錄、振幅統計與實盤邏輯,一步步驗證: TQQQ不僅可以長期持有,更是具超強複利的「隱性股皇」。 你不需選股,只押注人類科技進步的大趨勢,就能靠時間與趨勢的力量,走出遠勝單一個股的收益曲線。 --- 一、核心定位:為什麼TQQQ值得被重新認識? TQQQ是ProShares發行的納斯達克100三倍做多ETF,流動性極強,常年位居美股成交額前列。 它的底層是納斯達克100指數——一套自動優勝劣汰的機制: 定期淘汰落後企業,納入AI、雲計算、量子科技、電動車等新興領導者,長期具備天然上行動能。 > 投資TQQQ的底層信念只有一條: > 不押個股風險,只賺人類科技持續進步的長期紅利。 --- 二、最關鍵對比:TQQQ vs SQQQ 拆股/合股的鐵證 這是整個研究體系的基石。 TQQQ:長牛路上的正向拆股(共8次) - 從未合股,只做正向拆細 - 累計拆細倍數:384倍 (2×2×2×2×3×2×2×2) - 意義:原始1股持有至今變384股——這是股價長期持續走升的直接證明。 SQQQ:長空路上的反向合股 - 三倍做空納指,長期走弱、頻繁合股(1合4、1合更多) - 意義:長期做空納指是註定輸家,合股背後是股價長期下跌、瀕臨退市風險。 > 拆股=長期走強 > 合股=長期走弱 > 一正一反,直接坐實TQQQ的長期多頭價值。 --- 三、破解最大質疑:波動耗損會讓TQ
TQQQ
06-04 18:55
USProShares UltraPro QQQ
SidePrice | FilledRealized P&L
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ProShares UltraPro QQQ
$ProShares UltraPro QQQ(TQQQ)$ 趁回落收集 十六年分割八次的隱性股皇TQQQ專頁(44濃縮完整版) 前言 坊間投資專家幾乎一致勸退: TQQQ是三倍槓桿納斯達克100 ETF,波動極大、有波動耗損,只適合短線,絕不能長期持有。 但D45用44篇研究、歷史數據、拆股...
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1.27K
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Mrzorro
·
06-04
Earnings Preview: Can Lululemon's Q1 Report Turn the Tide? $Lululemon Athletica(LULU)$   is set to release its Q1 fiscal 2026 results after the closing bell today, June 4, against a backdrop of lowered market expectations. The stock is currently trading near $126, down more than 52% from its 52-week high and hovering just above its 52-week low of $116.62. With analysts forecasting a roughly 35% decline in earnings and the options market pricing in a 10% expected move, the focus for investors has shifted. The post-earnings market response will likely hinge on forward-looking guidance and whether management can provide visibility into the recovery path, rather than simply beating reduced first-quarter targets
Earnings Preview: Can Lululemon's Q1 Report Turn the Tide? $Lululemon Athletica(LULU)$ is set to release its Q1 fiscal 2026 results after the closi...
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63.13K
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Elliottwave_Forecast
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06-04

Apple (AAPL) Elliott Wave: Perfect Reaction From The Blue Box

Apple (AAPL) Elliott Wave: Perfect Reaction From The Blue Box By EWF VladaJune 4, 2026 · 3 min read Hello fellow traders. In this technical article, we are going to present Elliott Wave charts trading setup of  Apple Stock (AAPL ).  The stock completed its corrective decline precisely at the Equal Legs area, also known as the Blue Box. In the following sections, we’ll break down the Elliott Wave structure in detail and explain the setup and present the target levels. AAPL Elliott Wave 1 Hour  Chart 06.01.2026 The current analysis suggests that Apple stock is forming a wave ((ii)) black pull back.  Blue Box, buying zone comes at 307.73-304.33. We recommend members avoid selling Apple stock, as the main trend remains bullish. We anticipate at least a 3-wave bounce from th
Apple (AAPL) Elliott Wave: Perfect Reaction From The Blue Box
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Mickey082024
·
06-04

Copart, Inc. (CPRT): Analyzing the Deep Sell-Off and Seeking the Ultimate Entry Value

$Copart(CPRT)$ Performance Overview and Market Feedback Online auto-auction giant Copart, Inc. (CPRT) has recently found itself in unfamiliar territory. Long regarded as an untouchable, high-moat compounder, the stock has experienced a brutal downward cycle over the past year. Shares have tumbled approximately 21% year-to-date and nearly 40% over the last 52 weeks, hovering painfully close to a 52-week low of roughly $30.86 to $32.20. This deep underperformance stands in sharp contrast to a resilient S&P 500 trading near all-time highs. Wall Street's feedback has shifted from unbridled optimism to cautious hesitation. While boutique growth bulls argue that the underlying business remains inherently healthy, major institutions like Barclays and
Copart, Inc. (CPRT): Analyzing the Deep Sell-Off and Seeking the Ultimate Entry Value
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1.80K
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1PC
·
06-04
Nice Sharing 😁 @Aqa @DiAngel @JC888 @Barcode @Shyon @Shernice軒嬣 2000 //@koolgal:🌟🌟🌟 $Marvell Technology(MRVL)$ is like a Marvel Super Hero.  Its share price has jumped 52.3% in the past 5 trading days and a massive 237.4% year todate. This was due to Jensen Huang's endorsement that Marvell is the next Trillion Dollar company recently in Computex Taipei. Marve
@koolgal
🌟🌟🌟 $Marvell Technology(MRVL)$ is like a Marvel Super Hero. Its share price has jumped 52.3% in the past 5 trading days and a massive 237.4% year todate. This was due to Jensen Huang's endorsement that Marvell is the next Trillion Dollar company recently in Computex Taipei. Marvell provides the high speed optical transceivers and Digital Signal Processors (DSP) without which the system cannot aggregate the total compute, total memory and total bandwidth required for deep reasoning. Marvell provides the connectivity that is required with the rise of advanced Agentic AI computing patterns. This is where models must think, devise multi step plans, access tools, browse the web and manage complex working memory. Another catalyst for Marvel
🌟🌟🌟 $Marvell Technology(MRVL)$ is like a Marvel Super Hero. Its share price has jumped 52.3% in the past 5 trading days and a massive 237.4% year todate. This was due to Jensen Huang's endorsement that Marvell is the next Trillion Dollar company recently in Computex Taipei. Marvell provides the high speed optical transceivers and Digital Signal Processors (DSP) without which the system cannot aggregate the total compute, total memory and total bandwidth required for deep reasoning. Marvell provides the connectivity that is required with the rise of advanced Agentic AI computing patterns. This is where models must think, devise multi step plans, access tools, browse the web and manage complex working memory. Another catalyst for Marvel
Nice Sharing 😁 @Aqa @DiAngel @JC888 @Barcode @Shyon @Shernice軒嬣 2000 //@koolgal:🌟🌟🌟 $Marvell Technology(MRVL)$ is like a Marvel Super Hero. Its sha...
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2.40K
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Barcode
·
06-05
$Oracle(ORCL)$ $Microsoft(MSFT)$  $NVIDIA(NVDA)$  🚀☁️🤖 Why $ORCL Could Be The Most Misunderstood AI Stock In The Market 🤖☁️🚀 Earnings, cloud acceleration, AI demand, and a $16B data centre project are converging into what could be one of the most important quarters in Oracle’s modern history. $ORCL reports earnings on 10Jun26 after the close. Wall Street expects: • EPS: $1.96 • Revenue: $19.09B Options are pricing a ±15.6% move, above Oracle’s average earnings move of 13% over the last eight quarters. At first glance, this appears to be a straightforward earnings setup. The deeper story is that Oracle may be undergoing one of the most signific
$Oracle(ORCL)$ $Microsoft(MSFT)$ $NVIDIA(NVDA)$ 🚀☁️🤖 Why $ORCL Could Be The Most Misunderstood AI Stock In The Market 🤖☁️🚀 Earnings, cloud accelerati...
TOP1PC: Nice Sharing 😁 @Aqa @DiAngel @JC888 @Shyon @koolgal @Shernice軒嬣 2000
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1.31K
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koolgal
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06-05
🌟🌟🌟The technical breakdown of Bitcoin to new lows of USD 63,000 is driven by the spectre of the Iran war, new Fed Chair Kevin Warsh and the surprise sale of USD 2.5 million worth of Bitcoins by $Strategy(MSTR)$ . This is possibly the biggest psychological blow to the crypto market as Michael Saylor has famously promised that his company would buy Bitcoin forever & never sell a single Bitcoin. Is there still hope for Bitcoin? Yes there is but it requires investors to ignore the volatile short term price charts and look instead at the deep institutional plumbing being built beneath the surface. The biggest fundamental game changer for Bitcoin is no longer private tech companies or retail hype.  The US government is moving forward with the
🌟🌟🌟The technical breakdown of Bitcoin to new lows of USD 63,000 is driven by the spectre of the Iran war, new Fed Chair Kevin Warsh and the surpris...
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1.39K
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Mrzorro
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06-05
Micron Hit an All-Time High, Then Fell. What Does Its Chart Say? $Micron Technology(MU)$   fell some 6% Thursday morning after rising nearly 1,000% over 12 months, taking the stock to an all-time intraday high earlier this week. Let's check out what its chart and fundamentals say could happen next. Micron's Fundamental Analysis MU fell Thursday is sympathy with a decline for $Broadcom(AVGO)$   on poorly received earnings. But prior to that, the stock rose almost 20% just on May 26 after UBS analyst Timothy Arcuri boosted his MU price target all the way up to $1,625 from a previous $535 (while reiterating the stock's "Buy" rati
Micron Hit an All-Time High, Then Fell. What Does Its Chart Say? $Micron Technology(MU)$ fell some 6% Thursday morning after rising nearly 1,000% o...
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810
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Mkoh
·
06-05

Apple's AI Strategy: Playing It Smart in a Spending Frenzy

Apple shares continue to trade near record highs, with strong gains over the past year. This performance persists even as critics repeatedly point out the company's relatively measured approach to artificial intelligence. While competitors pour hundreds of billions into massive AI infrastructure, Apple focuses on integration, privacy, and ecosystem leverage rather than raw scale. Investors seem to be rewarding this discipline. Apple's AI Plans: On-Device Intelligence and Strategic PartnershipsApple has steadily rolled out Apple Intelligence features across its devices, prioritizing on-device processing powered by its custom silicon. This delivers enhanced privacy, faster responses for everyday tasks, and seamless integration with iOS, iPadOS, and macOS. Capabilities include intelligent wri
Apple's AI Strategy: Playing It Smart in a Spending Frenzy
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Pinkspider
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06-05
GOOD NEWS 🚨 JPMorgan Chase has upgraded $TSLA rating from Underweight to Neutral and raised its price target from $145 to $475, a massive 227.59% increase 🔥 Three major factors drive this rationale: 🤖 AI & Autonomy Shift — JPMorgan finally stopped valuing Tesla purely as a traditional car manufacturer, shifting their models to account for massive future software value from FSD, the Robotaxi platform, and robotics. 📈 Market Reality Check — With the stock trading massively above their old $145 target, maintaining a deep "Underweight" rating became completely disconnected from institutional fund flows and the market's actual momentum. 🤝 Burying the Hatchet — After dropping their long-running $162 million legal dispute and repairing corporate banking ties with Elon Musk, the bank's researc
GOOD NEWS 🚨 JPMorgan Chase has upgraded $TSLA rating from Underweight to Neutral and raised its price target from $145 to $475, a massive 227.59% i...
TOPMurielRobin: 475 target after all that is hilarious lol robotaxi finally getting priced in?
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Pinkspider
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06-05

TESLA

GOOD NEWS 🚨 JPMorgan Chase has upgraded $TSLA rating from Underweight to Neutral and raised its price target from $145 to $475, a massive 227.59% increase 🔥 Three major factors drive this rationale: 🤖 AI & Autonomy Shift — JPMorgan finally stopped valuing Tesla purely as a traditional car manufacturer, shifting their models to account for massive future software value from FSD, the Robotaxi platform, and robotics. 📈 Market Reality Check — With the stock trading massively above their old $145 target, maintaining a deep "Underweight" rating became completely disconnected from institutional fund flows and the market's actual momentum. 🤝 Burying the Hatchet — After dropping their long-running $162 million legal dispute and repairing corporate banking ties with Elon Musk, the bank's researc
TESLA
TOPAnnaMaria: 475 is a huge reset lol robotaxi finally getting priced in?
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Mkoh
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06-05

Ray Dalio’s Caution on AI Valuations: Lessons for an All Weather Portfolio

Ray Dalio, the legendary founder of Bridgewater Associates and one of the most successful macro investors of all time, has issued a clear warning: the artificial intelligence boom exhibits classic signs of a bubble that will eventually burst. While he praises AI as a “wonderful technology” with transformative potential, he cautions that current market enthusiasm has driven valuations into unsustainable territory.In a recent Bloomberg Television interview, Dalio stated, “All great technology changes produce bubbles.” He explained that this happens because “nobody can get it exactly right” — companies overspend to capture market share, leading to excessive optimism and inflated prices. Bubbles, he notes, typically burst not at the peak of excitement, but when investors shift from counting pa
Ray Dalio’s Caution on AI Valuations: Lessons for an All Weather Portfolio
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orsiri
·
06-05

AppLovin – The Price of Trust

When the Algorithm Becomes the Product While much of Wall Street remains fixated on AI chips, data centres and semiconductor winners, I believe one of the more interesting battles is taking place much further up the technology stack. AppLovin built its success helping mobile app developers acquire users more efficiently. Through its AXON recommendation engine, it is now attempting something far more ambitious: becoming a critical layer of customer acquisition infrastructure for businesses worldwide. That distinction matters. After all, software companies come and go. Infrastructure businesses tend to stick around like that one neighbour who somehow knows everyone's business. The same logic applies to artificial intelligence. Investors often talk about AI as though the biggest winners will
AppLovin – The Price of Trust
TOPwobee: Trust is the whole trade here. If ecommerce ramps, Meta and Google comps get interesting no?
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1.11K
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DoTrading
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06-05

Healthy Market... Or Just a Healthy Illusion?

The Dow Soars, But Something Doesn't Add Up If you only watched the Dow Jones today, you'd think Wall Street had another fantastic session. Dow Jones: +875 points (+1.7%) $S&P 500(.SPX)$ : +0.4% Nasdaq: -0.1% $NVIDIA(NVDA)$ $Microsoft(MSFT)$ At first glance, it looks bullish. But under the surface, the market is telling a much more complicated story. In fact, 362 S&P 500 stocks advanced today, while only 140 declined. Yet despite that overwhelmingly positive breadth, the S&P barely moved higher and the Nasdaq actually finished in the red. Why? Because a handful of mega-cap tech stocks have become so dominant that they can overshado
Healthy Market... Or Just a Healthy Illusion?
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1.30K
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Lanceljx
·
06-05
For long-term investors, a 3-4% pullback in NVIDIA is not especially meaningful. The core thesis remains intact: hyperscaler AI spending is still growing, TSMC continues to report strong demand, and NVIDIA remains the dominant supplier of AI accelerators. That said, the market is no longer pricing NVIDIA as a cyclical chip company. Expectations are extremely high. Broadcom's reaction shows that even strong results can trigger selloffs if guidance fails to exceed lofty forecasts. My approach would be gradual accumulation rather than trying to time the bottom. Geopolitical headlines and profit-taking could create further volatility, but waiting for complete clarity often means buying at higher prices later. The key question is not whether NVDA can grow, but whether growth can continue to out
For long-term investors, a 3-4% pullback in NVIDIA is not especially meaningful. The core thesis remains intact: hyperscaler AI spending is still g...
TOPJohnMitchell: Ngl I’m doing the same, just smaller bites. If capex stays hot into 2027, this dip probably looks tiny
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Lanceljx
·
06-05
$Broadcom(AVGO)$  At this stage, it looks more like a healthy reset than the start of an AI bull market reversal. Broadcom's selloff was driven less by weak fundamentals and more by expectations running ahead of reality. When a stock rallies aggressively into earnings, even strong results can disappoint if guidance does not materially exceed what investors have already priced in. The fact that NVIDIA rose while Broadcom fell suggests investors are becoming more selective rather than abandoning the AI theme altogether. The Dow reaching new highs while semiconductors pull back also points to sector rotation, not necessarily a market-wide risk-off event. After an extended AI-led rally, it is normal for capital to rotate into financials, industri
$Broadcom(AVGO)$ At this stage, it looks more like a healthy reset than the start of an AI bull market reversal. Broadcom's selloff was driven less...
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