1.49K
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2025-05-28
Vertical Hype or Orbital Edge?
Reframing the Valuation Gap Between Archer and Rocket Lab I’ll admit it: putting Archer Aviation and Rocket Lab in the same sentence might feel like comparing a prototype hovercraft to a working space station. But dig into the numbers—and the narrative—and you’ll find that both companies are chasing transformative transport dreams with radically different approaches, partnerships, and financial traction. The valuation gap between them is narrowing, yet investors may still be misreading who’s launching and who’s floating. The Stall Before the Soar Let’s start with Archer. The eVTOL maker’s main engine right now isn’t electric—it’s hype. After rallying over 230% in the past year, $Archer Aviation Inc.(ACHR)$ commands a nearly $6 billion market cap w
TOPzingzy: Interesting insights
3.23K
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2025-05-28
Trump’s Shifting Political Expectations: Will the U.S. Dollar Continue to Decline?
Last week, Trump confidently recommended imposing a 50% tariff on the European Union starting June 1, stirring up considerable media and market speculation. Yet by the weekend, he had already backtracked, announcing an extension of the deadline for these tariffs to July 9. What some call “the art of negotiation” has become, in Trump’s hands, a constant display of unpredictability. Whether this is true art is debatable, but what’s clear is that with Trump, a simple remark can easily trigger a major market turning point.On a broad scale, tariffs are just being postponed, not resolved. This helps explain why the U.S. dollar performed poorly after today’s news and why long-term Treasury yields remain under upward pressure. In my view, these two metrics are key indicators for assessing potentia
TOPInteresting insights! You've nailed it! [Wow]
1.37K
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2025-05-28
Tesla (TSLA) Stock Performance Driven By Complex Interplay Of Forward-Looking Expectations
$Tesla Motors(TSLA)$ experienced a significant decline in its European market presence, with sales plummeting 49% year-over-year in April. The drop to 7,261 vehicles sold contrasts sharply with the broader EV market's 34.1% growth. This downturn is attributed to increased competition and reputational challenges linked to CEO Elon Musk's political activities. S&P 500 Sector and Stock Analysis Consumer discretionary, information technology, and communication services sectors led market gains. All 11 S&P 500 sectors increased, with utilities and energy sectors seeing the smallest gains at 0.8% each. Tesla is one of the largest contributors to the 3.04% gains by consumer discretionary sector. Why Tesla Stock Price Continued Upside Or At Least
TOPtsla rocket to jupiter. sit back, relax, and watch the show unfold
1.34K
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2025-05-28
Kimberly-Clark Stock: A Defensive Dividend Payer with Quiet Upside Potential
$Kimberly-Clark(KMB)$ In a market characterized by volatility, interest rate uncertainty, and shifting macroeconomic winds, Kimberly-Clark (NYSE: KMB) stands as a compelling choice for investors seeking stability, income, and quiet value. Best known for consumer staples like Huggies diapers, Scott toilet paper, and Kleenex tissues, Kimberly-Clark is often viewed as a classic low-growth dividend payer. But recent developments suggest the company may be entering a more ambitious phase—aiming to accelerate growth without compromising on operational discipline. At a glance, the stock offers a dividend yield approaching 3.6% and trades at a valuation in line with its historical average. But beneath that conservative exterior lies a company executing on
TOPKMB stocks: adult diapers for my portfolio – comfy with 3.6% dividend wipes 🧻💸 Slow-cooked gains beat microwave crashes any day~
2.40K
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2025-05-28
Do or Die! Will Nvidia Rocket Past $150 After Earnings?
$NVIDIA(NVDA)$ $S&P 500(.SPX)$ Nvidia’s earnings drop on May 28, and the stakes couldn’t be higher. With the stock hovering at $135, investors are on edge, wondering if the AI chip titan can smash expectations and blast past $150—or if it’s doomed to falter under mounting pressures. Revenue forecasts, GB300 shipments, and whispers of Jensen Huang pulling a rabbit out of his hat are fueling the hype. Let’s dive into what’s at play and whether Nvidia can keep its AI crown. Revenue: A Beat in Sight, But What’s Next? Wall Street pegs Q1 revenue at $43 billion, yet chatter on X suggests Nvidia could edge past that with a $43.5 billion haul. That’s a solid start, but the real fireworks lie in Q2 guidance. A
TOPJensen dropping Blackwell bombs or AMD's gonna feast? 😂🚀 NVDA's 80% GPU stranglehold + CUDA moat = auto/robotaxis wet dream. That $500B Stargate collab better juice my EV plays too ⚡ (bullish AF but eyeing China tariffs like 👀)
1.30K
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2025-05-28
Tesla’s Wild Ride: 7% Surge Signals Momentum—or a Mirage?
$Tesla Motors(TSLA)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Tesla’s stock just ignited a 6.9% rally, shrugging off a fourth straight month of sagging sales in Europe. The spark? Elon Musk’s weekend bombshell that he’s back, full-time, steering Tesla and his galaxy of companies. With the stock hovering near $350 and whispers of a Robotaxi rollout buzzing, the big questions loom: Can Musk’s return turbocharge Tesla? Will Robotaxi hit the streets this year? Is $400 in sight, or are we staring at an overbought cliff? Buckle up—here’s the deep dive. Musk’s Comeback: Confidence Booster or Hot Air? Elon Musk’s detour into Trump administration drama had Tesla investors swe
TOPElon mode activated = instant stock viagra 😂🚀 Robotaxi dreams & FSD bets are the real torque here! MACD cross looking thicc but pls don't blueball us on China production numbers again 🤖⚡ (bullish AF but keeping seatbelt fastened)
2.99K
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2025-05-28
Walmart’s Biggest Challenge in 2025: Tariffs, Margins, and the High-Stakes Balancing Act Ahead
$Wal-Mart(WMT)$ Walmart is no stranger to navigating economic turbulence. As the largest retailer in the world—with operations spanning over two dozen countries and more than 10,000 stores—Walmart has weathered multiple recessions, supply chain crises, inflationary cycles, and technological disruptions. But in 2025, a familiar and persistent macroeconomic threat has re-emerged at the center of its business outlook: international tariffs, especially those stemming from U.S.-China trade tensions. This time, the challenge is uniquely urgent and difficult to hedge against. And to its credit, Walmart’s management team has not attempted to minimize the seriousness of the risk. Instead, they’ve openly discussed the downside scenarios and how they could ma
TOPWalmart's my go-to for diapers and dividends 🛒💸 But all this tariff talk gives me coupon-clipping anxiety... Do we trust the everyday low prices magic to outlast politics? 🤔 Maybe time to stash extra in my Kraft Heinz comfort stock 🧀📈
16.11K
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2025-05-28
🎉27 $10B+ US Stocks Hit New Highs: NFLX, PM, INTU Lead & Uptrend Drivers
As of Tuesday's market close, in past week all three major indexes closed higher $Dow Jones(.DJI)$ up 1.78%, $S&P 500(.SPX)$ gaining 2.05%, and $NASDAQ(.IXIC)$ rising 2.47% reflecting broad market strength. Data from TradingView shows that 27 companies with a market cap of over $10 billion have reached new highs.Easing Trade Tensions:The U.S. announced a delay in imposing additional tariffs on European products and agreed to accelerate trade talks with the EU. This news significantly boosted market confidence, reduced fears of escalating trade conflicts, and improved global risk appetite, encouraging capital inflow into equity markets.Improved Economic Data:
3.30K
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2025-05-28
NVIDIA Investment Galaxy: CRWV, NVTS, SOUN—Who’s the Next Multibagger?
$NVIDIA(NVDA)$ NVIDIA’s not just dominating the AI chip game—it’s planting seeds in smaller companies that could explode into the next big winners. CoreWeave ( $CoreWeave, Inc.(CRWV)$ ), Navitas Semiconductor ( $Navitas Semiconductor Corp(NVTS)$ ), and SoundHound AI ( $SoundHound AI Inc(SOUN)$ ) are three stars in NVIDIA’s investment galaxy, each tied to the tech giant’s vision for the future. With CRWV tripling in a month after NVIDIA boosted its stake, NVTS surging 164% on a fresh partnership, and SOUN earning a bullish $12 price target from Piper Sandler, the question is: which one’s got the rocket fuel to soar? Let’s
1.85K
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2025-05-28
Tariffs, Bonds, and Summer Volatility
Markets Rebound on Tariff Delay President Trump’s latest tariff threats against the EU were temporarily shelved, triggering a broad market rally : $NASDAQ(.IXIC)$ : +2.5%. $S&P 500(.SPX)$ : +2.0% and Dow Jones: +741 pts (+1.8%). Corporate Bond Spreads Support Equities US corporate bond spreads over Treasuries remain tight. This reflects genuine but moderate optimism around economic growth and earnings. Historically, widening spreads signal distress earlier than equities, signal is bullish. Data Highlights from Morning Briefing & Community Plus Global Equities Outperform ACWX ETF (Rest of World stocks) has outperformed the S&P 500 by +3 standard deviations over 100 days. Drivers: local asset p
TOPI wish Google would just breakup Waymo and do am IPO. That’s the min thing that excites me with google
3.08K
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2025-05-28
AI Security Arsenal Meets Macro Reality: Okta's Growth Wall
$Okta Inc.(OKTA)$ reported solid Q1 FY2026 earnings after the bell on May 27th, but growth guidance was conservative and below expectations, leading to subdued market sentiment and a significant after-hours drop in the stock price.Okta has strengthened its market leadership position through new product innovations and public sector certifications, but needs to address the challenges of increased competition and slowing IT spending.Investors should monitor revenue growth, customer acquisition and changes in the macro environment in subsequent quarters to assess Okta's long-term investment value.Performance and Market FeedbackRevenue Performance: Q1 FY2026 total revenue was $688 million (+12% YoY), beating market expectations of $680 million.Subscri
1.22K
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2025-05-28
$NVTS 20250620 3.5 CALL$ I can assure you that this is pure luck... 3rd successful call option! This option is out of the blue. It's not something that I had followed its chart on. Why? The simple fact that there had been no interest in the principal counter, , until obviously the popular To tell the truth, I have been holding Navitas Semiconductor for a long time, sitting on some big losses. It might be foolish of me, especially I am a champion of cutting loss and move on... at least I try to be one. But why Navitas, why HODL (hold on for dear life) 😰? That is because I believed Navitas semiconductor is the new semiconductor technology for the future. It manufactures gallium nitride (GaN) and silicon carbide (SiC) instea
TOPLove this breakdown! Been eyeing NVTS for a while too💪🔥
1.01K
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2025-05-28
$NVIDIA(NVDA)$ 🌟💰🤖 Catch me printing fresh AI dollars with $NVDA 🤖💰🌟 Up +4.49% on my long, and yes… that’s the sound of generational wealth booting up 💻📈 NVIDIA isn’t just a chipmaker, it’s the operating system of intelligence...and clearly, the gains are programmed into my portfolio now 🔥🧠 Big thanks to the legend Barcode (BC) @Barcode for the heads-up to grab this gem when the chart was whispering Buy me or cry later 🎯💚 From GPU supremacy to robotaxis and data centre dominance, $NVDA is literally building the digital backbone of the future. And your gal's sitting pretty at a $130.61 average, now cruising at $136.47 and vibing with every tick 💸✨ Barcode called it, I believed it, and now my po
TOPToday might be the day this breaks that 143 level and powers back to $150 or ATH. It has been consolidating for a year now and there is a good chance this starts to hit new highs as valuation keeps getting cheaper..
2.59K
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2025-05-28
$TSLA 20250620 365.0 PUT$ Should I stay or should I roll... If I stay, I get to unwind this many months position [Shy] If I roll, I get more juicy ATM premium[Miser]
TOPRoll out 7DTE @$365P for $3.10 credit. $365 remains a strong upper resistance level to be broken perhaps next week.. Otherwise, trading within consolidation band 328 - 365.
1.79K
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2025-05-28
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 2 X TSLA shines today and there come a question whether to sell it off or hold for more upside? This is what we would always face in the stock market up and down...to sell or to hold... What is your take? As you grow days by days in the stock market, only you yourself could answer this question for your own investment!! No one could give a definite answer for you as everyone's portfolio is unique to his/her scenario and needs!! There is no absolute answer though!!! What is your answer for today's?? Happy investing 💰!!
TOPTSLA 2X to the moon today! 🌕 Still holding — tech faith stays strong 💼⚡️Let’s gooo!
1.75K
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2025-05-21
$NFLX 20250815 935.0 PUT$ This stock keepsGoing up anyone knows when is itComing down ?
NFLX PUT
05-21 22:40
US20250815 935.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 10.65 1Lot(s) | -- Closed |
TOPI don't know, it feels like this stock will never fall
11.10K
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2025-05-24
$AAPL 20251219 115.0 PUT$ Took the chance Early in the market where Apple had high volatility and is down >4% to add some short puts @ 115, which is a relatively safe position and a price I wont mind owning Apple at. This basically mean as that I am long Apple at 114, which is a good price any day any time.
TOPIt's great to see the detail in your trading plan . Cheers to more successful trades! 💰 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
9.39K
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2025-05-26
$VXX 20250613 70.0 CALL$ VXX: collect 3.2% premium for these short calls with strike at $70.Contract expires in 3 weeks on 13th June. Took opportunity for the spike in volatile to sell few batches of VXX at various strike value and time frame to spread out the risk, all with the intention to collect premium and hope to avoid assignments as these are naked calls. Looking for the volatility to come back down once the trade deals with the few other major US trading partners are completed. If it doesn't, the market would be crashing anyway so the loss is guaranteed.
VXX CALL
05-24 03:05
US20250613 70.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 2.25 2Lot(s) | -- Closed |
7.27K
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2025-05-27
$PDD Holdings Inc(PDD)$ Here’s a strong, investor-minded explanation of why the retracement in PDD to $98.40 — despite positive earnings — was a strategic buying opportunity, now validated by the bounce to $100.62:⸻📉 Earnings Beat, Guidance Miss? Opportunity in DisguisePDD’s latest earnings report still showed strong fundamental growth, with positive revenue and net income results. However, the market reacted sharply to softer forward guidance, causing a temporary retracement to $98.40. This classic market overreaction was driven more by sentiment than substance — a moment where short-term fear creates long-term value. 😮💨💎⸻📊 Undervalued Entry Point at $98.40At $98.40, PDD traded at a discount to its historical valuation metrics, despite maint
PDD
05-27 21:55
USPDD Holdings Inc
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 98.40 0 | +9.63% Holding |
TOPI buy when great stocks dip. Never listen to these no brain haters.
2.29K
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2025-05-28
$TSLL 20250620 14.5 PUT$ Sold cash secured put and get 1.2k free cash. Willing to buy tsll at 14.50 per share
TSLL PUT
05-28 00:36
US20250620 14.5
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 1.21 10Lot(s) | -- Closed |
TOPThank you for sharing your orders and trading plan. It's a valuable learning experience. I'm sure your strategic use of a Cashboost account will further enhance your profitability. 🥳 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.