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dnp
·
07-01 22:23
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Barcode
·
07-02 02:57

👟📊🔥 $NKE Nike Earnings Shock: A $986M Tariff Windfall Creates a Huge EPS Beat, But the Real Turnaround Test Begins Now 🔥📊👟

$Nike(NKE)$ $Lululemon Athletica(LULU)$  $JD.com(JD)$  🧠 I believe Nike’s latest earnings report is one of those quarters where investors need to separate headline numbers from underlying business momentum. The market received a major EPS beat, but the quality of those earnings is now the central debate. $NKE Q4 FY26 earnings: 🟢 EPS: $0.72 vs $0.13 expected 🟢 Revenue: $10.97B vs $10.85B expected 🟢 Net income surged 407% YoY 🟢 Gross margin expanded 890 bps At first glance, this looks like a major turnaround quarter. However, the deeper analysis tells a more complex story. 🧾 The $986M tariff recovery changed the entire earnings picture I believe th
👟📊🔥 $NKE Nike Earnings Shock: A $986M Tariff Windfall Creates a Huge EPS Beat, But the Real Turnaround Test Begins Now 🔥📊👟
TOP1PC: Nice Sharing 😁 @Aqa @DiAngel @JC888 @Shyon @koolgal @SherniceXuan 2000
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D45
·
07-02 05:06
$ProShares UltraPro QQQ(TQQQ)$ 堅定看好TQQQ的核心邏輯:不押個股,只信人類進步|SQQQ為何必輸? 投資的底層信念,我始終錨定「人類追求進步的本能」。這篇精簡文,濃縮我看好TQQQ的核心邏輯、實操策略,以及為何SQQQ註定是長期輸家。 一、核心信念:納指100,是人類科技進步的「時代門票」 人類對效率、創新的追求刻在基因裡,而納指100不是簡單的科技股指,是一套能自我更新、自我糾錯的系統——動態淘汰失敗者、納入新贏家,匯聚全球頂尖人才與資本,其成分股每股盈餘年化增長13.6%,長期走出「創新高、修正、再創新高」的上行趨勢。我買的不是單一公司,是參與人類科技進步的資格。 二、投資工具:TQQQ,信念的「三倍放大器」 TQQQ是納指100三倍槓桿ETF,並非短線投機,而是我對科技長期趨勢的堅定表态。自2010年成立以來,其平均年化回報達39.3%,過去五年累計上漲約100%,2023年單年暴漲198%,槓桿的複利效應驚人。 我清楚其風險:每日重置帶來的波動損耗、極端行情下的深度回撤(2022年暴跌79%)、0.84%的高費率,但風險與回報併存,正視風險才是成熟投資的前提。 三、投資策略:堅定信念,靈活執行 核心原則:信念不變,執行靈活。具體操作:分段吸納入場,避免一注孤擲;緊盯宏觀與市場情緒,隨勢調整;預留安全邊際,確保極端行情下「活下去」。 誤區糾正:「長期持有」不等於「買入不聞不問」,主動管理、定期檢視,才能利用高波動降低持倉成本,把握科技股階梯式上行的機會。 四、SQQQ:與人類進步對抗,天生輸家 SQQQ是TQQQ的反向工具,每日三倍放空納指100,本質是與人類科技進步的長期趨勢為敵。過去十年,納指100總回報達443.2%,而SQQQ成為「
TQQQ
07-02 05:03
USProShares UltraPro QQQ
SidePrice | FilledRealized P&L
Buy
Open
77.32
56
-4.43%
Holding
ProShares UltraPro QQQ
$ProShares UltraPro QQQ(TQQQ)$ 堅定看好TQQQ的核心邏輯:不押個股,只信人類進步|SQQQ為何必輸? 投資的底層信念,我始終錨定「人類追求進步的本能」。這篇精簡文,濃縮我看好TQQQ的核心邏輯、實操策略,以及為何SQQQ註定是長期輸家。 一、核心信念:納指100...
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D45
·
07-02 06:06
$ProShares UltraPro QQQ(TQQQ)$ 定投項目  納指100穩步擴張:QQQ與TQQQ的定位與機會 最近納斯達克100指數的表現,確實引起不少關注。除了指數本身持續創高,追蹤它的QQQ,以及三倍槓桿的TQQQ,也成為討論的焦點。- 一、納指100為什麼能持續吸引目光? 1. 科技股的估值溢價,是市場長期以來的習慣 市場確實比較願意給成長型科技、半導體、AI相關企業較高的評價。一個溫暖的例子是韓國的SK海力士——它選擇在納斯達克掛牌ADR,而非紐約交易所,背後可能正是看中納斯達克對晶片股的友善環境。參考同業美光的走勢,當年美光股價漲幅遠大於指數,或許說明了納斯達克對這類企業確實有額外的吸引力。而SK海力士作為HBM核心供應商,與輝達合作緊密,它的加入就像為納指100的AI硬實力多添了一塊穩固的基石。 2. 被動資金的長期陪伴,帶來穩定的流動性 根據美銀分析師的觀察,現在被動基金的規模已經超過主動基金。很多追蹤指數的長線資金,長期以來都集中布局在納斯達克的標的上。今年4月,閃迪(SanDisk)取代Atlassian納入納指100,從軟體轉向AI存儲基建,這個變化雖然低調,但意義深刻。閃迪股價過去一年漲了25倍,納入指數後,數千億的被動資金會自然而然買入,形成一種溫和但持續的支持力量。 3. 全球AI領域的重要企業,漸漸匯聚在納斯達克 最近陸續有一些熟悉的名字加入或準備加入: - SpaceX已於6月12日在納斯達克掛牌,兼具航天與AI算力背景; - OpenAI、Anthropic也先後傳出秘密遞交IPO文件,預計秋冬上市。 再加上原本就在的輝達、微軟、亞馬遜、Alphabet、美光等,納斯達克似乎默默成為全球AI上中下游產業最集中的交易所。這種產
TQQQ
07-02 06:00
USProShares UltraPro QQQ
SidePrice | FilledRealized P&L
Buy
Open
78.50
5
-5.94%
Holding
ProShares UltraPro QQQ
$ProShares UltraPro QQQ(TQQQ)$ 定投項目 納指100穩步擴張:QQQ與TQQQ的定位與機會 最近納斯達克100指數的表現,確實引起不少關注。除了指數本身持續創高,追蹤它的QQQ,以及三倍槓桿的TQQQ,也成為討論的焦點。- 一、納指100為什麼能持續吸引目光? 1...
TOPskythelimit: I added it around 78 last month, and the trend can be eaten at loss
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153
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Mkoh
·
07-02 07:06

Semiconductor Selloff Signals Rotation as Dispersion Warns of Further Fragility

Elevated VIXEQ-VIX predated yet another SOXX (semiconductor ETF) drawdown, now -6.12% on the day. Software is the beneficiary of this, and low-quality names have gotten a lift.This isn't just another garden-variety dip in the chip sector. The widening spread between VIXEQ (a gauge of single-stock implied volatility across S&P 500 constituents) and the headline VIX has been flashing warning signs for weeks, reflecting heightened dispersion and investor angst concentrated in a handful of high-flying names. When single-stock vol outpaces index vol to this degree, it often precedes turbulence in the most crowded trades—precisely the AI infrastructure frenzy that has propelled semiconductors to extraordinary gains.Today's sharp reversal in SOXX underscores a classic late-cycle rotation dyna
Semiconductor Selloff Signals Rotation as Dispersion Warns of Further Fragility
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Pinkspider
·
07-02 09:31

THINGS THAT HAPPENED TODAY

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Meta $META is reportedly developing a cloud business called Meta Compute to sell access to excess AI capacity, per Bloomberg. The company is considering offering AI model access hosted on Meta infrastructure, similar to AWS Bedrock, raw AI compute capacity closer to CoreWeave, and developer access to Meta’s data centers, chips, and models. The market was split on its views today of the situationL if Meta has enough excess compute to sell, it suggests parts of the market may not be as compute-constrained as believed, which could pressure neoclouds like $CRWV $NBIS $IREN and raise questions about future capex intensity for semis. All the neoclouds were down 7-10% today. However, if Meta realizes AI compute and cloud
THINGS THAT HAPPENED TODAY
TOPnizzmo: I just mapped the AI cloud stack again — Meta Compute feels more like AWS path-copying than spare-capacity dumping
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Binni Ong
·
07-02 11:16

Hang Seng Index: Testing a Possible Support Zone After a Head and Shoulder Breakdown

The Hang Seng Index ( $HSI(HSI)$ ) tracks the largest and most liquid companies listed on the Hong Kong Stock Exchange, spanning sectors from technology to financials and property. In this analysis, follow the technical chart story of HSI from ‘Long-Term Resistance → Multi-Year Support/Resistance Zone → Head and Shoulder Breakdown → Possible Support.’ ① Long-Term Downtrend Resistance (Monthly Chart) On the monthly chart, HSI has been capped by a descending trendline drawn from the 2018 highs. Price action over the past two years has been forming a series of higher lows and higher highs, bringing the index back up toward this multi-year resistance line. ② Multi-Year Support/Resistance Zone — Now at Possible Support The same monthly chart shows a hor
Hang Seng Index: Testing a Possible Support Zone After a Head and Shoulder Breakdown
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叫我發先生
·
07-01 22:49
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Wakandaaaaa
·
07-01 22:57
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32
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Sporeshare
·
07-02 13:42
$IFAST(AIY.SI)$    Ifast- 1st Half year results will be out on 24th July 2026, hopefully, can provide the catalyst to drive the price back to 10. 24 June 2026: Today, some buying activities spotted and she is up 25 cents to trade at 9.40, looks rather bullish! She may rise up to test 9.45 than 9.46-9.50 to cover the Gapped. Next,9.68 than 9.88. Pls dyodd. 24 April 2026: She has a nice bounce-off from the low of 8.48 to close higher at 9.06 looks rather bullish! She may continue to trend higher and rises higher to test 9.65 than 9.88. Pls dyodd. Attending ifast AGM at Sands Expo level 3, 2PM. In 1Q2026, the Group began this year with a 44.5% growth in total revenue to S$154.5 million, while net profit grew 47.5% to S$28.0 million. • For
$IFAST(AIY.SI)$ Ifast- 1st Half year results will be out on 24th July 2026, hopefully, can provide the catalyst to drive the price back to 10. 24 J...
TOPfizzzi: Added near 8.5 last year, holding for 9.88 first. 44.5% revenue growth plus 32.6B AUA still looks strong
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koolgal
·
07-02 14:36
🌟🌟🌟 $Meta Platforms, Inc.(META)$ was the one stock that rose while the rest fell.  It  jumped by 8.8% to USD 612.91 because Meta did something the market did not expect. Meta announced a new cloud computing business called Meta Compute.  Instead of just spending USD 125 billion to USD 145 billion in AI infrastructure, Meta will now sell excess AI compute capacity to enterprises.    Meta is now directly competing with AWS, Azure and Google Cloud. This has flipped the entire narrative.  Meta's massive  data centre buildout now looks like a future profit engine, not a cost sink. Analysts have immediately reiterated bullish targets of USD 720. Meta has turned its biggest weakness - big capex into a source of re

【🎁有獎話題】Meta出售算力殺入雲計算,卻重挫美股雲服務芯片股?恐AI格局生變?

@虎港通
小虎們,據彭博週三的報道, $Meta Platforms, Inc.(META)$ 籌劃推出全新雲業務同時對外出售AI算力,正式殺入雲計算賽道![Cool] 此舉導致其股價大漲10%,卻重挫了美股AI交易,唯恐競爭,導致 $NEBIUS(NBIS)$ , $CoreWeave, Inc.(CRWV)$ 等雲計算服務商應聲大跌![Surprised] 其出售算力的行為也引發了恐慌,導致芯片股大跌, $閃迪(SNDK)$ , $美光科技(MU)$ 等紛紛跌超10%![Put] 事實市場似乎將 $Meta Platforms, Inc.(META)$ 的表態解讀為未來資本開支增速放緩、超趨勢需求持續時間縮短的信號上![Facepalm] 那麼當前我們應該如何調整持倉策略?目前做空美股槓桿ETF紛紛大漲,我們又應該如何保護自己?[YoYo] 一、Meta到底想做什麼?從「燒錢大戶」到「算力銀行」 $Meta Platforms, Inc.(META)$ 正在籌劃一項全新的雲基礎設施業務,核心是將其在AI基礎設施上的巨額投入轉化為外部營收。據彭博報導,Meta正在討論兩種方案:一是向外部客戶開放
【🎁有獎話題】Meta出售算力殺入雲計算,卻重挫美股雲服務芯片股?恐AI格局生變?
🌟🌟🌟 $Meta Platforms, Inc.(META)$ was the one stock that rose while the rest fell. It jumped by 8.8% to USD 612.91 because Meta did something the ma...
TOPsnixee: I cut Meta yesterday and instantly got left behind lol. New biz killed the bear case, but 720 chatter feels stretched
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DavidSG
·
07-02 04:11
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296
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ynwaben
·
07-02 09:14
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412
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JC888
·
07-02 12:16

MSFT vs GOOG, the Blue-er blue chip to Own.

When US market is wobbly, in what I termed a “stop-start” mode - I tend to watch more intently than jump in and buy because its so ‘cheap’. Suffice to say, since 28 Feb 206 US market has kinda been like this - one day up and the next day down. During such turbulence times, it is also “nice” to read all the (up-to-date) different hypothesis out there, on which is a better stock. Apart from the technical analysis being taken care of and only needing to be verified, a reader can sometimes learn other facts & titbits about the stock/s covered. Today’s is one such post. Without delay, let’s jump in. Mag 7 - YTD. Before we jump into the comparison between $Microsoft(MSFT)$ and $Alphabet(GOOG)$, it would be
MSFT vs GOOG, the Blue-er blue chip to Own.
TOPbubbly9: I switched GOOG into MSFT last week, cloud moat feels steadier. Q2 should calm people down
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Option_Movers
·
07-02 11:55

Option Movers | Microsoft's Volume Jumps 2239% on Haleon 5-Year AI Deal; PLTR's $125 Call Soars 1300% on New Nvidia AI Partnership for U.S. Government

Market Overview U.S. stocks finished slightly ​lower on ​Wednesday (July 1) as technology shares fell, but gains in Meta Platforms limited the decline in the S&P 500 and Nasdaq. Regarding the options market, a total volume of 63,916,283 contracts was traded, up 15% from the previous trading day. Top 10 Option Volumes Top 10: $TSLA(TSLA)$, $NVDA(NVDA)$, $META(META)$, $AAPL(AAPL)$, $MSFT(MSFT)$, $MU(MU)$, $AMZN(AMZN)$, $PLTR(PLTR)$,
Option Movers | Microsoft's Volume Jumps 2239% on Haleon 5-Year AI Deal; PLTR's $125 Call Soars 1300% on New Nvidia AI Partnership for U.S. Government
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nerdbull1669
·
07-02 11:33

Trading NVDA Around the $200 Floor: Volatility Strategies for AI Hardware Shifts

$NVIDIA(NVDA)$’s recent struggle to hold the $200 level, despite posting an absolute blockbuster fiscal Q1 2027 report in May ($81.6B revenue, up 85% YoY), perfectly encapsulates the shift in the AI narrative. The market is moving away from the initial "hyperscaler land grab" phase and into a more mature, critical phase focused on infrastructure reality, capacity digestion, and return on investment (ROI). I am holding NVDA long-term in my tech portfolio, so I have been playing option to capture any potential upside. Whether Nvidia's second-half (H2) revenue can beat expectations depends on several structural moving parts within the hardware ecosystem. Why the AI Narrative is Fracturing (Chips vs. Memory) While Nvidia's core chip demand remains inc
Trading NVDA Around the $200 Floor: Volatility Strategies for AI Hardware Shifts
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ShayBoloor
·
07-02 10:05

Embrace the AI Wave

Hello everyone! Today i want to share some trading ideas with you! 1 When $NVIDIA(NVDA)$ talks about a $20B CPU opportunity, you should immediately think $ARM Holdings(ARM)$ because Arm collects a royalty on every Vera CPU that ships. Its hyperscaler CPU share should keep climbing as the AI data center world gets more customized, more power-constrained and more workload-specific and that plays directly to what Arm is built for which is efficiency at low power and an ecosystem broad enough that everyone designs against it. That makes Arm a toll collector sitting underneath an enormous share of the world's computing. 2 $Pa
Embrace the AI Wave
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Jake_Wujastyk
·
07-02 09:55

PLTR, AMZN, CRWV, NOW& BABA Welcome Great Upward Momentum!

Hello everyone! Today i want to share some technical analysis with you! 1 $Alibaba(BABA)$ So far up 8.12% from the lows when the RSI was the most oversold in history. The other 3 most oversold RSI's had short-term returns of: 16.61% in 8 trading days - August 2021 19.09% in 2 trading days - December 2021 69.37% in 6 trading days - March 2022 2 $ServiceNow(NOW)$ This closed above a crucial supply zone today. Low overhead supply until around $118.50. 3 $CoreWeave, Inc.(CRWV)$ Potential inverse head and shoulders trying to form on the weekly candle chart. 4 $Amazon.
PLTR, AMZN, CRWV, NOW& BABA Welcome Great Upward Momentum!
TOPHarj: What is the impact of inverse head and shoulder on share price and future?
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EliteOptionsTrader
·
07-02 09:46

TRADE PLAN for Thursday 🎲

TRADE PLAN for Thursday 🎲 $S&P 500(.SPX)$ very choppy day today, SPX moved from 7450 to 7521 in 90 minutes then chopped around all day. SPX needs to get through 7500 to set up for ATH at 7620. SPX July 2 7520C can work above 7500 $Robinhood(HOOD)$ setting up for 120 this month. It's been in a 6 month consolidation and it looks like its finally ending. HOOD 153 back in play this year. HOOD through 153 can run to 200 HOOD July 10 115C can work above 110 $Invesco QQQ(QQQ)$ lagging behind SPX today. Chip stocks dragging down the Nasdaq. If QQQ can get back through 731 I'd consider calls. Wait for this level. Good luc
TRADE PLAN for Thursday 🎲
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