To The Moon

Won't smash. Will yoyo again because of trump

$AMD 20250509 97.0 CALL$ the rally seems too good to be true? Who knows. Take profit first!

Good job and nice people 

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The U.S. stock market has been on a strong run, with the S&P 500 logging gains for three consecutive trading days. As of yesterday’s close, the index stood at $5484.77, rising 2.03% from the previous session. S&P 500 (.SPX) While the momentum looks impressive, I’m personally cautious about jumping into stocks at this point. Here's why: 1. Momentum Can Be a Double-Edged Sword Yes, markets have been rising—but rapid gains over a short period can sometimes precede sharp pullbacks. When everyone rushes in, valuations can stretch, and even a small piece of negative news could trigger a wave of profit-taking. 2. Valuation Concerns The current rally has pushed the S&P 500 closer to valuation levels that many consider expensive. Earnings growth might not be able to keep pace with risin

$S&P 500(.SPX)$ The U.S. stock market is buzzing after three straight days of gains, with the S&P 500 climbing to 5,446.46 as of April 23, 2025. Investors are now eyeing the 5,500 milestone—but can the momentum hold? Let’s unpack the forces at play and decide whether to ride the U.S. rebound or look to emerging markets. What’s Driving the Surge? The S&P 500 has jumped over 5% in just three days, fueled by a mix of positive vibes and solid fundamentals: Trade Hopes: Hints of easing U.S.-China tensions, like Treasury Secretary Scott Bessent’s softer tariff talk and President Trump’s “very nice” comments about China, have sparked optimism. Earnings Power: Over 70% of S&P 500 companies reporting Q1 results have topped estimates, showin

Most airlines have now released their Q1 2025 earnings, reflecting a pattern of "falling costs overshadowed by weak demand." While declining fuel prices provided some breathing room, rising labor costs and sluggish domestic demand weighed heavily on profits. Airlines with higher international exposure (e.g., United Airlines) performed relatively better, whereas low-cost carriers reliant on domestic leisure travel (e.g., Frontier, $JetBlue Airways(JBLU)$ faced more severe challenges. Industry Overview: Weak Demand Pressures Earnings, Mixed Cost DynamicsIn Q1 2025, the U.S. airline industry was under dual pressure from weak demand and elevated costs. Industry-wide profit growth stalled, with the following core characteristics:Demand Weakness Drives

The best is yet to come

Big-Tech’s PerformanceWeekly macro storyline: Powell’s “Rate Cut” Mini-DramaTrump repeatedly pressured Powell with inflammatory comments and even threatened to replace him, triggering a market “panic” at the start of the week. As Treasury Secretary Bessent clarified in his speech on April 23: “America First” doesn’t mean “America Alone.” Trump later softened his tone (backed off?) and stated he had no intent to replace Powell. This easing of tension helped fuel the market’s sharp rebound in subsequent days. The core of Trump’s message was a call for rate cuts, which ironically aligns with current market sentiment.Why does the market also want rate cuts? Because the clear shift in trade policy is expected to impact the real economy in Q2 and beyond. Both corporate profits and consumer confi

💰Major indices opened high and continued to rise, with most tech stocks seeing green.💹 $Astera Labs, Inc.(ALAB)$/$Marvell Technology(MRVL)$/$Broadcom(AVGO)$ : Catch those stalwart performers in the semiconductor sector.📣 Stay tuned and supercharge purchasing power with CashBoost!The market's been soaring, as Trump's words brought some cheer, and the Fed's signals gets clear.| Market recapThe market has seen consecutive gains on Wednesday and Thursday, accumulating over 5% since Tuesday. A more conciliatory stance from Trump, combined with positive signals from the Federal Reserve, has buoyed the market. Stocks that were at recent price lows, particularly large te

$NVIDIA(NVDA)$   i am a master trust Bulish

I would put money in both the US and China. They are the 2 largest economies. In the longer term, I believe US will still deliver good returns but not as much as the emerging markets.. In the short term, as the Chinese market has been too suppressed for a long time, I believe the rebound will be like a spring released. The Chinese government is obviously rich enough to stimulate its economy. In the much longer term, I believe the Chinese will overtake US to become the biggest market. However based on my experience with the Chinese/HK market, it is too susceptible to dips so I would prefer to lock in profits early and buy again at the next dip. @Success88 @HelenJanet

(Note: This article mainly examines the situation from the perspectives of corporate earnings expectations, investor sentiment, valuation expectations, technical analysis, and historical data. The data is sourced from publicly available materials. The views are for discussion purposes only and should not be taken as direct investment advice.)Recently, Trump's new tariff policy has disrupted the market and even raised expectations of an economic recession. To determine whether the economy is heading towards a recession, it is necessary to continue monitoring the negative impacts brought about by Trump's trade policies and policy uncertainties:Are the Q2 GDP growth rate, consumer confidence index, manufacturing and services indices, leading economic indicators (LEI), and non-farm employment

$SPDR S&P 500 ETF Trust(SPY)$ $S&P 500(.SPX)$ Sure, the market bounced—but is it sustainable? Trump’s friendlier tone may have calmed nerves temporarily, but this could easily be a sugar rush, not a structural recovery.Here’s the case for caution:Volatility Still High: Markets are reacting sharply to every headline. That’s not a sign of confidence—it’s a sign of uncertainty.Resistance Ahead: The S&P 500 has stalled near 5500 before. Without a strong catalyst, it may hit that wall again.Bigger Picture Risks: Inflation isn’t fully tamed, rate cuts remain a question mark, and geopolitical risks still linger. One speech won’t erase those issues.Until we see follow-through with strong volume and fun

$SPDR S&P 500 ETF Trust(SPY)$ $S&P 500(.SPX)$ The market’s got its mojo back. With Trump easing his stance on both the Fed and trade tariffs, investors finally got the clarity they’ve been craving. The result? A strong rally that has the S&P 500 knocking on the door of 5500.What’s working in the bulls’ favor:Policy Stability: Reassurances around the Fed's leadership reduce fears of erratic monetary policy moves. That’s bullish for stocks.Trade Optimism: A softer tone on tariffs hints at improved global trade dynamics. Lower trade friction means better earnings outlooks.Technical Setup: The S&P has regained its footing and is building momentum. A clean break above 5450 could trigger a push t

Sometimes I really don't know what he's thinking... 

$ServiceNow(NOW)$ Strong Q1 FY2025 Earnings Performance Drives Shares Significantly Higher After HoursCore InsightsGrowth resilience highlighted: management raised guidance despite cautious IT spending environment, reflecting deep product moat (RPO +24% YoY to $18B).AI commercialization speeding up: from "technology story" to actual revenue generation, 2025 may be the inflection point of AI contribution.Strong upgrade guidance: current demand resilience exceeds expectations, customers regard ServiceNow as a "must-have" rather than an optional tool.If the economic downturn leads to a contraction of corporate IT budgets, it may affect the pace of expansion of small and medium-sized customers (current revenue concentration: Top 50 customers account fo

$S&P 500(. $S&P 500(.SPX)$ )$ $Emerging Markets ETF( $iShares MSCI Emerging Markets ETF(EEM)$ )$ $Industrial Select Sector SPDR Fund( $Industrial Select Sector SPDR Fund(XLI)$ )$ $Technology Select Sector SPDR Fund( $Technology Select Sector SPDR Fund(XLK)$ )$ On April 22, 2025, President Trump’s declaration that he has “no intention” of firing Federal Reserve Chairman Jerome Powell triggered a swift market turnaround. U.S. stocks roared back, with the S&P 500 climbing 2.8% to 5,302, the U.S. dollar strengthening, and bonds rallying, while gold retreated from its highs. Investors are now asking: Is this a massiv

While the shift in tone from Trump and Treasury Secretary Bessent is encouraging, I’m still cautious about betting on a sustained U.S. market rebound. Relief rallies are typical in bear markets and often precede further downside. With lingering Fed uncertainty and fading fiscal support, I’d stick to selective U.S. exposure, focusing on quality names with strong fundamentals. Emerging markets look increasingly attractive, especially as the dollar weakens. Latin America offers compelling real yields — Brazil’s inflation-linked bonds at 8% stand out. Meanwhile, Asia-Pacific tech is trading at much lower valuations than U.S. mega-cap tech, offering both recovery potential and growth. Right now, I’m leaning more toward emerging markets than chasing a U.S. rally. The global shift from U.S. domin

Every US stock market correction will make it rebound higher. Perhaps history will repeat itself this time...

💰Major indices opened high and continued to rise, with most tech stocks seeing green.💹 $Astera Labs, Inc.(ALAB)$/$Marvell Technology(MRVL)$/$Broadcom(AVGO)$ : Catch those stalwart performers in the semiconductor sector.📣 Stay tuned and supercharge purchasing power with CashBoost!The market's been soaring, as Trump's words brought some cheer, and the Fed's signals gets clear.| Market recapThe market has seen consecutive gains on Wednesday and Thursday, accumulating over 5% since Tuesday. A more conciliatory stance from Trump, combined with positive signals from the Federal Reserve, has buoyed the market. Stocks that were at recent price lows, particularly large te

Big-Tech’s PerformanceWeekly macro storyline: Powell’s “Rate Cut” Mini-DramaTrump repeatedly pressured Powell with inflammatory comments and even threatened to replace him, triggering a market “panic” at the start of the week. As Treasury Secretary Bessent clarified in his speech on April 23: “America First” doesn’t mean “America Alone.” Trump later softened his tone (backed off?) and stated he had no intent to replace Powell. This easing of tension helped fuel the market’s sharp rebound in subsequent days. The core of Trump’s message was a call for rate cuts, which ironically aligns with current market sentiment.Why does the market also want rate cuts? Because the clear shift in trade policy is expected to impact the real economy in Q2 and beyond. Both corporate profits and consumer confi

The U.S. stock market has been on a strong run, with the S&P 500 logging gains for three consecutive trading days. As of yesterday’s close, the index stood at $5484.77, rising 2.03% from the previous session. S&P 500 (.SPX) While the momentum looks impressive, I’m personally cautious about jumping into stocks at this point. Here's why: 1. Momentum Can Be a Double-Edged Sword Yes, markets have been rising—but rapid gains over a short period can sometimes precede sharp pullbacks. When everyone rushes in, valuations can stretch, and even a small piece of negative news could trigger a wave of profit-taking. 2. Valuation Concerns The current rally has pushed the S&P 500 closer to valuation levels that many consider expensive. Earnings growth might not be able to keep pace with risin

(Note: This article mainly examines the situation from the perspectives of corporate earnings expectations, investor sentiment, valuation expectations, technical analysis, and historical data. The data is sourced from publicly available materials. The views are for discussion purposes only and should not be taken as direct investment advice.)Recently, Trump's new tariff policy has disrupted the market and even raised expectations of an economic recession. To determine whether the economy is heading towards a recession, it is necessary to continue monitoring the negative impacts brought about by Trump's trade policies and policy uncertainties:Are the Q2 GDP growth rate, consumer confidence index, manufacturing and services indices, leading economic indicators (LEI), and non-farm employment

Most airlines have now released their Q1 2025 earnings, reflecting a pattern of "falling costs overshadowed by weak demand." While declining fuel prices provided some breathing room, rising labor costs and sluggish domestic demand weighed heavily on profits. Airlines with higher international exposure (e.g., United Airlines) performed relatively better, whereas low-cost carriers reliant on domestic leisure travel (e.g., Frontier, $JetBlue Airways(JBLU)$ faced more severe challenges. Industry Overview: Weak Demand Pressures Earnings, Mixed Cost DynamicsIn Q1 2025, the U.S. airline industry was under dual pressure from weak demand and elevated costs. Industry-wide profit growth stalled, with the following core characteristics:Demand Weakness Drives

$S&P 500(.SPX)$ The U.S. stock market is buzzing after three straight days of gains, with the S&P 500 climbing to 5,446.46 as of April 23, 2025. Investors are now eyeing the 5,500 milestone—but can the momentum hold? Let’s unpack the forces at play and decide whether to ride the U.S. rebound or look to emerging markets. What’s Driving the Surge? The S&P 500 has jumped over 5% in just three days, fueled by a mix of positive vibes and solid fundamentals: Trade Hopes: Hints of easing U.S.-China tensions, like Treasury Secretary Scott Bessent’s softer tariff talk and President Trump’s “very nice” comments about China, have sparked optimism. Earnings Power: Over 70% of S&P 500 companies reporting Q1 results have topped estimates, showin

$S&P 500(. $S&P 500(.SPX)$ )$ $Emerging Markets ETF( $iShares MSCI Emerging Markets ETF(EEM)$ )$ $Industrial Select Sector SPDR Fund( $Industrial Select Sector SPDR Fund(XLI)$ )$ $Technology Select Sector SPDR Fund( $Technology Select Sector SPDR Fund(XLK)$ )$ On April 22, 2025, President Trump’s declaration that he has “no intention” of firing Federal Reserve Chairman Jerome Powell triggered a swift market turnaround. U.S. stocks roared back, with the S&P 500 climbing 2.8% to 5,302, the U.S. dollar strengthening, and bonds rallying, while gold retreated from its highs. Investors are now asking: Is this a massiv

$ServiceNow(NOW)$ Strong Q1 FY2025 Earnings Performance Drives Shares Significantly Higher After HoursCore InsightsGrowth resilience highlighted: management raised guidance despite cautious IT spending environment, reflecting deep product moat (RPO +24% YoY to $18B).AI commercialization speeding up: from "technology story" to actual revenue generation, 2025 may be the inflection point of AI contribution.Strong upgrade guidance: current demand resilience exceeds expectations, customers regard ServiceNow as a "must-have" rather than an optional tool.If the economic downturn leads to a contraction of corporate IT budgets, it may affect the pace of expansion of small and medium-sized customers (current revenue concentration: Top 50 customers account fo

Won't smash. Will yoyo again because of trump

$AMD 20250509 97.0 CALL$ the rally seems too good to be true? Who knows. Take profit first!

🌟🌟🌟Predicting a specific level like 5500 for the S&P500 is not an easy task and I do not have a crystal ball.  This requires an assessment of multiple macroeconomic and company specific factors.  However in a recovery scenario which could be fueled by improving corporate earnings, stabilised global trade, and favourable monetary policy, I believe that the S&P500 could very well return to 5500 and even go beyond.  On the flip side, persistent headwinds such as inflationary pressures, geopolitical uncertainties or shifts toward tighter monetary policy might delay or derail that recovery.  The benchmark of 5500 is seen as a transition point that reflects market confidence in the resiliency of US companies and an overall economic rebound.  In essence, if e

Yesterday, the market was greeted with three pieces of positive news in quick succession.Trump hinted at a major shift in the trade war, saying that tariffs on Chinese goods would be “significantly reduced — though not to zero.”Trump told reporters he never intended to fire Federal Reserve Chair Jerome Powell.US Treasury Secretary Bessent signaled a softer stance on tariffs during a closed-door meeting hosted by JPMorgan in Washington, suggesting that trade tensions may ease.A Big Bounce Coming for US Stocks?According to Emma Wu, a global quantitative and derivatives strategist at JPMorgan, retail investors net bought $2.2 billion worth of stocks as of Monday, well above the one-month average.So, is the market gearing up for a meaningful rally? From both a technical and liquidity perspecti

Good job and nice people 

Find out more here:Join me on Tiger Trade！ Enjoy ZERO fees when trading 23,000+ US and ASX stocks! Deposit to get AUD 30 cash voucher - AUD 20 as a welcome reward plus an extra AUD 10 referral bonus! Use my referral link, and we’ll both earn rewards! T&Cs apply.

Performance of Global Equity Indices(in US Dollar) Last week, Federal Reserve Chair Jerome Powell maintained a hawkish tone, not only reaffirming the Fed’s stance of being in no rush to cut rates, but also explicitly stating that the Fed would not intervene to support the stock market amid volatility. This firmly dashed market hopes for a "Fed Put", triggering a sharp sell-off in equities on the same day. The following day, Trump publicly lashed out, stating that he intended to fire Powell—once again raising questions about the independence of the Federal Reserve. Markets fell further in response to the escalating tension. Historically, when the Fed’s independence comes under serious threat, the outcomes have rarely been positive. A similar situation occurred between 1970 and 1974, when Pr

Is a Massive Rebound on the Way or Just a Small Bounce Amid a Bear Market? The rebound in U.S. stocks, bonds, and the dollar following Trump’s statement is a promising sign! Trump’s decision not to fire Jerome Powell signals stability in monetary policy, which can boost investor confidence. The Federal Reserve plays a critical role in managing interest rates and economic growth, and continuity in leadership often reassures markets. While gold’s decline might indicate a shift away from safe-haven assets, it could also reflect growing optimism in riskier assets like stocks. Given these developments, I’m inclined to see this as the start of a potential massive rebound rather than just a small bounce in a bear market. The U.S. economy has a strong foundation, with resilient sectors like techno

In a notable shift, President Donald Trump declared that he has no intention of firing Federal Reserve Chairman Jerome Powell. This statement marks a reversal from his previously combative stance toward Powell and appears to have reassured financial markets. Following the announcement, U.S. stocks, bonds, and the dollar rebounded, while gold—often a hedge against uncertainty—retreated from its recent highs. A Win for Market Stability—For Now Markets welcomed this sign of political restraint as a de-escalation of potential interference in monetary policy. The independence of the Federal Reserve is foundational to the credibility of U.S. financial institutions. If the Fed were seen as politically compromised, investor confidence could erode rapidly. Trump's assurance signals a willingness to

East Asia  LCU WTD return: +0.81% LCU gained WTD in USD, as Asian equities remain resilient amidst the global trade war. There were some signs of progress in some trade talks which helped improve market sentiment.  Gains were led by $COMMONWEALTH BANK AUST(CBAPI.AU)$ , $XIAOMI-W(01810)$ and $HDFC Bank(HDB)$ .  SQU WTD return: +0.14% SQU rose WTD in USD, and gains were led by Infosys, Grab and Wipro.  JPM maintains overweight rating on Grab as Grab's business has the potential to be resilient amidst macroeconomic headwinds given that it serves a relatively affluent population. Grab has been growing its market share, and recent affordable pr

SAP is one of the few software companies base in Europe, by virtue of its European local identity, enterprise software leadership, to become the core beneficiary of the impact of tariffs in Europe.In the short term, customer budget shifts and alternative demand will directly drive the growth of its cloud business; long-term need to pay attention to its ability to iterate technology and the sustainability of the European policy landing. $SAP SE(SAP)$ Q1 earnings performanceQ1 of FY25 was a strong performance.Overall revenue and profit beat market expectations.Total revenues of €9.01bn, +12.1% y-o-y (+11% at constant exchange rates), were slightly below analysts' expectations of €9.08bn, but the cloud business shone with €4.99bn, +27% y-o-y (+26% at

Trump-Fed Dynamic: A Key Factor, But No Guarantee for S&P 500 Rally Recent interactions between Donald Trump and the Federal Reserve in late 2024 and early 2025 have highlighted aäre-tensioned relationship, with Trump publicly criticizing the central bank'sinterest rate policies and advocating for lower rates. While a more cooperative stance between the executive branch and the independent Federal Reserve could potentially reduce market uncertainty and be viewed positively by investors, it is not a guaranteed path to a sustained rally in the S&P 500. Market reactions in early 2025 have demonstrated sensitivity to the perceivedlık of harmony between Trump and the Fed. Instances of increased tension, such as speculation about Trump's desire to replace Fed Chair Jerome Powell, have co