3.17K
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2025-05-27
This is Why I Pick BABA Instead of PDD
1.This is why I have always been against buying pure e-commerce stocks and picked $Alibaba(BABA)$ over $PDD Holdings Inc(PDD)$ .While $Alibaba(BABA)$ is also having headwinds, its diversification, especially growth in cloud saves the day. $PDD Holdings Inc(PDD)$ This is why I like $Alibaba(BABA)$ $Amazon.com(AMZN)$ and $MercadoLibre(MELI)$ but not $PDD Holdings Inc(PDD)$ .Image2. $Advanced Micro Devices(AMD)$ bear
3.83K
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2025-05-27
Here is Why UNH is an Asymmetric Opportunity
1/ $UnitedHealth(UNH)$ was once a market darling, now everybody hates it.Yet, revenues keep growing, it still dominates the industry and margins are set to expand.Here is why UNH is an asymmetric opportunity now: 🧵2/ UNH is dominating the healthcare in the US.Its stock has appreciated 981x since 1985.How the hell UNH achieved this while other helthcare groups like $CVS Health(CVS)$ appreciated only 9x in the same period.The answer is its structure.It's vertically integrated.Image3/ It's a full-stack healthcare company.It has two main businesses: UnitedHealthcare and Optum.UnitedHealthcare provides health insurance while Optum provides the care services and pharmacy benefit management.This allows UNH to have
2.77K
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2025-05-27
AAPL IS AT RISK OF BECOMING THE NEXT INTC
$Apple(AAPL)$ $Intel(INTC)$ didn’t fail because it stopped making good chips -- it failed because it kept making chips for the wrong world.It wasn’t just the best chipmaker at the time -- it was the center of the computing universe. But as compute shifted from raw power to efficiency, from fixed terminals to mobile-first access, Intel couldn’t pivot. It clung to x86 and incremental improvements, dismissing the rise of $ARM Holdings(ARM)$ , mobile, and the cloud. By the time $NVIDIA(NVDA)$ had built a full-stack platform for AI and $Advanced Micro Devices(AMD)$ had out-executed Int
1.61K
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2025-05-27
Francois Rochon's Quality Investing Strategy
Hello everyone! Today i want to share some trading ideas with you!1.The #1 reason to learn how to invest: $SPDR S&P 500 ETF Trust(SPY)$ Image2.Francois Rochon's quality investing strategy:We believe that over the long run, stocks are the best class of investments.It is futile to predict when it will be the best time to begin buying (or selling) stocks.A stock return will eventually echo the increase in per share intrinsic value of the underlying company (usually linked to the return on equity).We choose companies that have high (and sustainable) margins and high returns on equity, goodlong term prospects and are managed by brilliant, honest, dedicated and altruistic people.We avoid risky companies: non-profitable businesses, with too much debt,
2.56K
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2025-05-27
GOLD: Buy Traders Still the Main Forces!
$XAU/USD(XAUUSD.FOREX)$ $Gold - main 2506(GCmain)$ Technical: Gold prices retreated on Monday as traders appeared to be taking profits amid thin liquidity and low volatility during the U.S. holiday period. Not enough, Trump's inconsistency on trade policy could lead to sharp price swings when trading resumes on Tuesday.The bullish trend for gold remains intact. Gold could test last week's high of $3,365. If it breaks above that level, the next target for gold would be $3,400, followed by the May 7 high of $3,438 and the all-time high of $3,500.On the bearish side, if gold falls below $3,300, it is expected to fall to the May 20 low of $3,204, followed by the 50-day simple moving average (SMA)
1.87K
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2025-05-27
Option Strategies: .SPX, TSLA& NVDA
Premarket TRADE PLAN 📈 $S&P 500(.SPX)$ big gap up on Trump delaying tariffs on EU until July. If SPX can hold above 5843 today we should see a move to 5900+. Calls can work above 5843. $Tesla Motors(TSLA)$ keep an eye on 350 this week. TSLA through 350 will set up for a key resistance test at 363. Calls can work above 350 $NVIDIA(NVDA)$ to 140+ after earnings. IF NVDA reclaims 140 it will set up to test all time highs at 153 by June. NVDA 140C best as an earnings lotto.BIG gap up this morning so I'd be careful trading calls at the open. Let's see if $S&P 500(.SPX)$ and $Inve
1.94K
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2025-05-27
Option Strategies: PUT TSLA!
Hello everyone! Today i want to share some option strategies with ou!1.Heading into this week with these cash-secured puts on $Tesla Motors(TSLA)$ . Let's see if this overnight price action holds tomorrow and TSLA holds above 340 this week.Might roll one put contract up in strike to the 335-340 range. Will also look to write a new contract around the 320 strike.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
1.97K
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2025-05-27
NetApp (NTAP) Mixed Earnings Estimates Expectations Volatility Share Price Expected
$NetApp(NTAP)$ is scheduled to release its fiscal Q4 2025 earnings on 29 May 2025, after the closing bell. The company will also host a conference call at 2:30 PM PDT on the same day. Revenue: NetApp expects net revenues to be in the range of $1.65 billion to $1.80 billion. The Zacks Consensus Estimate is pegged at $1.73 billion, implying a 3.4% increase from the prior-year level. Product Revenue: Analysts project product revenue to be around $831.32 million, indicating a 3.1% increase year-over-year. Services Revenue: Services revenue is estimated to reach $893.66 million, up 3.7% from the year-ago quarter. Earnings Per Share (EPS): NetApp expects non-GAAP EPS to be between $1.84 and $1.94. The Zacks Consensus Estimate is $1.89 per share, represe
TOPVenus Reade: the ceo of ntap I s very smart if the stock goes down he will buy extra shares if the stock goes up he will cont to buy shares I see
4.22K
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2025-05-27
[Stock Prediction] Nvidia’s Big Test: Growth or Peak?
$NVIDIA(NVDA)$ is set to report its fiscal Q1 2026 earnings after market close on May 28 (ET). According to Bloomberg consensus, the numbers look strong once again — revenue is expected to hit $43.27 billion, up 66% year-over-year, with adjusted net income of $22.26 billion and EPS of $0.886.The ramp-up of the Blackwell architecture is well underway, with H200 shipments accelerating and major cloud players like Microsoft and Google now accounting for over half of Nvidia’s total revenue. Still, pressure is building on the cost side. Gross margin is expected to fall from 73% last quarter to 69.65% this quarter due to weaker yield rates at TSMC and higher packaging costs in Malaysia. R&D spending jumped 49% YoY, with nearly half dedicated to the
TOP@HelenJanet @LMSunshine @koolgal @Shyon @SPACE ROCKET @Aqa @rL @GoodLife99 @Universe宇宙 $NVIDIA Corp(NVDA)$ probably will do well these years since AI is becoming more sophisticated... lots of research and improvements will be done and if the company can manage it well complete with a good business model, should do well [Wow] [Wow] [Wow] $NVIDIA(NVDA)$ is set to report its fiscal Q1 2026 earnings after market close on May 28 (ET). According to Bloomberg consensus, the numbers look strong once again — revenue is expected to hit $43.27 billion, up 66% year-over-year, with adjusted net income of $22.26 billion and EPS of $0.886. Comment below with your bullish or bearish view on Nvidia’s stock, and explain why. Rewards 10 Tiger Coins for sharing a valid comments
2.83K
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2025-05-27
$XIAOMI-W(01810)$
TOPXiaomi's killing it! Those EV numbers tho 🚀 SU7 outselling Model 3? Major flex! Innovation + ecosystem = unstoppable. Big things ahead! 💸📈
1.69K
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2025-05-27
SPY: Maybe A Good Chance for Puts
Hello everyone! Today i want to share some trading ideas with you!1.5/30 $SPDR S&P 500 ETF Trust(SPY)$ Puts: (1) got this move wrong--as in Trump era, short-term TA is no match for flip-flops from White House. (2) 5/30 SPY 580 puts will be under water at open--will keep them till Fri. (3) flew to Canada ystdy, will golf & fish for next 2 days--so, no trading till Thur.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
2.12K
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2025-05-27
SPY: What's Going on Next?
$S&P 500(.SPX)$ The primary outlook is a constructive advance towards new all-time highs in the S&P 500, risk-managed by the three core market signals: trend, breadth, and momentum. Unless all three risk-off criteria trigger simultaneously, this remains the guiding path.I never know when the next “alarm” is going to be— this is the point when all three of my criteria flash risk-off. It could be as short as a few days or as long as half year between alarm bells. What I can control is how I respond when an alarm goes. It a simple rule, protect capital; either hedge long exposure, or raise cash— if it gets worse and odds begin to favour a larger decline vs just the need to hedge, it is then where taking short positions against SPY is a simple
1.95K
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2025-05-27
UNH, HOOD, AMZN, HIMS& BTC Welcome Great Recovery Now!
Hello everyone! Today i want to share some technical analysis with you!1. $Bitcoin(BTC.USD.HKCC)$ Just keep swimming, 🐠Image2. $Hims & Hers Health Inc.(HIMS)$ Overlay revenue growth on the chart and suddenly the move makes sense. 💹Image3. $Amazon.com(AMZN)$ Did someone say Power Gap candidate? ✍️Image4. $Robinhood(HOOD)$ Same stock price, now 56% cheaper to own. "Price is what you pay, value is what you get" - Warren Buffett 💸Image5. $UnitedHealth(UNH)$ Technicals screaming extremely oversold.Cheapest valuation in over a decade.Is this a bottom fishers dream? 🎣ImageFo
33.10K
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2025-05-27
PDD PLUNGE: WHY THE GAME CHANGED?
Performance and market feedbackQ1 total revenue of 95,672.2 million yuan, up only 10% year-on-year, below market expectations of 103,368 million yuan, of which online marketing services +15% and transaction services +6%.Gross margin was about 57.2%, much lower than last year's 62.3% and below the market's expectation of 58.2%, with rising cost pressure.What's more, operating expense ratio accelerated, marketing expenses as a percentage of revenue rose from 27% to 34.9%, and high intensity investment in a competitive environment was unavoidable and exceeded the market's highest expectations, thus also leading to an operating profit of NT$16,085.6 million, a year-on-year decline of 38%, and a non-GAAP operating profit of NT$18,259.7 million, a year-on-year decline of 36%.Diluted profit per A
TOPbuy the dip because it is the strongest in its class As soon as the US-CHINA tariffs resolved . it will fly to $200. Strong Buy.
1.93K
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2025-05-27
Emotional ROI: How Much Do You Pay For New Consumption?
Recently, three major "new consumption" stocks in the Hong Kong market have performed exceptionally well. $LAOPU GOLD(06181)$ has surged 210% YTD, $POP MART(09992)$ has risen another 150% this year after a strong rally last year, and $MIXUE GROUP(02097)$ is up 99% this year, even driving up other tea beverage stocks in Hong Kong.At first glance, these three companies seem unrelated in terms of business models, but they actually represent the optimal cost-performance ratio in their respective industries when it comes to “emotional value vs. spending.”"Emotional value / spending" has become the new cost-performance metric.Pop Mart provides excitement, Mixue Bing
TOPThe rise of Pop Mart, Mixue, and Laopu Gold is fascinating — they deliver emotional satisfaction at a low cost, which resonates in today’s cautious spending environment. Whether it’s the thrill of a blind box, the comfort of a cheap milk tea, or the status and security of gold jewelry, each brand offers more than just a product — they sell identity and emotional connection. I’ve noticed my own spending shifting toward items with emotional value. It’s often less about the function and more about how something makes me feel or how it fits into my lifestyle. In tight times, small treats that boost mood or social connection become meaningful — and these brands excel at that. I believe these companies can keep rising if they continue tapping into cultural and emotional trends. As long as they stay affordable and socially relevant, their appeal will remain strong in this “cheap identity economy.” @Tiger_SG @Tiger_comments @TigerStars
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2025-05-27
SPX inverted the Weekly FVG
$S&P 500(.SPX)$ inverted the Weekly FVG, which was last stand resistance for the bears. Thus, it is now favored we will ultimately resolve higher to 6500 before beginning the bear market. Currently, I am anticipating an ABC up from Apr lows w/ SPX being the 4th wave to rally to ATHs' for the 5th completing the A-Wave. If so, we should pullback for Wave B to then produce the final leg up for Wave C targeting the 61.8% ext of the newly labeled Wave 3 & upper boundary of the multi-year trendline at 6500. Only the cross below 5533, which is the 50% retrace of the 3rd would regain confidence that the top is already in. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini
22.55K
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2025-05-27
CATL Soars 18% on Day One — Is This Just the Start of 2025’s IPO Boom?
HK IPOs Are Back with a Bang! 💥Despite the market’s recent volatility, Hong Kong IPOs have made a stunning comeback in 2025—just like the good old days! A wave of high-quality companies are heading to HK for listings, and the returns have been nothing short of eye-popping.We didn’t miss the chance to ride the IPO wave—especially with $CATL(03750)$ 's blockbuster debut!Here are some highlights from our community:🎉 Huge congrats to @AlexTCP for locking in HK$2817 in profits on $CATL(03750)$.🎉 Huge congrats to @HRHRHRHR for securing HK$1583 returns on $CATL(0
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2025-05-27
$PDD Headline Numbers 📈
Revenue: ¥95.7B (~$13.2B) → +10% YoYOperating Profit (GAAP): ¥16.1B → -38% YoYNet Income: ¥14.7B (~$2.03B) → -47% YoYNon-GAAP EPS (ADS): ¥11.41 ($1.56) → -45% YoYDespite top-line growth, PDD’s earnings tumbled as the company aggressively ramped up spending — particularly in sales and marketing — to support its merchant ecosystem. 🛒What’s Behind the Profit Drop?🔍The most significant driver was a 43% surge in sales and marketing expenses, hitting ¥33.4B (~$4.6B). That spending spike reflects what management calls a deliberate, strategic decision:“We made substantial investments in our platform ecosystem to support merchants and consumers amid rapid changes in the external environment.” — Lei Chen, Chairman and Co-CEOAdditionally:Cost of revenues increased 25% YoY due to higher fulfillment an
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2025-05-27
Whitney Tilson:How to Find the Next Moonshot Stock Like AAPL and NFLX
Whitney Tilson, Who is running for mayor of New York City. He has been worked as a consultant for Boston Consulting Group (BCG) for two years. BCG agreed to delay his start date by six months so that he could help launch the Teach for America program.Tilson then managed a hedge fund for 18 years. He emulated investor Warren Buffett by investing in companies that were selling at a discount to their intrinsic value, and described himself as a disciple of value investing theorist Benjamin Graham. [From 1999 to 2017, he founded and managed the hedge fund Kase Capital, which, as a value investor, managed three value-oriented hedge funds and two mutual funds. As of February 2004, his hedge fund had returned 68% (53% after fees) since its inception on January 1, 1999, compared with a loss of 3% f
991
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2025-05-23
$Quanta(PWR)$ I opened share(s) $Quanta(PWR)$ Why Quanta Services (PWR) Has Performed Exceptionally Well as a Stock ⚡📈 ⸻ 1. Riding the Infrastructure Boom 🏗️ Quanta Services (ticker: PWR) is a major engineering and construction contractor focused on electric power infrastructure, pipeline services, and renewable energy projects. It has thrived in recent years because the U.S. government and private sectors have ramped up infrastructure investments, particularly in grid modernization and clean energy. The 2021 Infrastructure Investment and Jobs Act, along with state-level mandates for renewable energy, injected billions into sectors where Quanta already had deep expertise. As a result, PWR