Trading Ideas: How to Be the Winner in the Fierce Competition?
Hello everyone! Today i want to share some trading ideas with you!
1
I guess it is official: The market no longer believe advanced horizontal enterprise software can be vibe coded.
Kudos to Salesforce for putting the customer needs over its own. Smart long term move. $Salesforce.com(CRM)$
2
- It’s extremely out of favor (No one wants to touch it)
- It’s trading close to a single digit forward PE
- Revenue growth is solid (And accelerating)
- ROIC is at 31.6% LTM (Expanding)
- Margins are holding up and even expanding in the LTM
3
$Taiwan Semiconductor Manufacturing(TSM)$ long term stock chart looks ridiculous:
4
AutoPartners is up +74.6% YTD, great performer outside the AI theme:
5
Multiple super investors are long $Micron Technology(MU)$.
Is it too late, or just the beginning for Micron?
When markets keep you watching, knowing when to switch off matters too.
A strong U.S. jobs report has put rates back in focus, with this week’s CPI data set to be another key market mover — keeping overnight trading firmly on investors’ radar. But investing is a long game, and you don’t have to watch every move. The new Night Trading Dollar Eye Mask is soft, lightweight and comfortable, made for quick breaks between market moves, power naps or long-haul travel — so you can switch off, recharge and come back ready for what’s next.
Redeem the new Night Trading Dollar Eye Mask in Tiger Coin Mall. Keep an eye on the market — and give your eyes a break.
https://laohu8.com/J/redeemGift?goodID=100557&type=delivery
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
