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OguzO Capitalist
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2025-05-29

Here is My MELI Investment Thesis

$MercadoLibre(MELI)$ is one of my highest conviction stocks for the next decade.Revenues are booming, margins are expanding and it's set to benefit heavily from the tariffs.Here is my MELI investment thesis: 🧵Image2/ MELI is the Amazon of Latin America.It's literally following the Amazon playbook.It also started in e-commerce and expanded to fintech that has higher margins, integrating them in one big ecosystem, just like Amazon.This drives fast growth.3/ Not just e-commerce and fintech, MELI has many other interconnected businesses:- Marketplace- MercadoPago- MercadoCredito- MercadoAds- MercadoEnvios (logistics)This allows it to create what's called ecosystem lock-in.Once a user starts using more than one of these services, the smooth integration
Here is My MELI Investment Thesis
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3.41K
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ShayBoloor
·
2025-05-29

NVDA: CEO JENSEN HUANG HIGHLIGHTS FOUR KEY SURPRISES OF 2025

$NVIDIA(NVDA)$ CEO JENSEN HUANG HIGHLIGHTS FOUR KEY SURPRISES OF 2025 👇1. Surging demand for reasoning AI2. Rollback of export restrictions3. Breakthroughs in agentic AI4. Accelerating adoption of industrial AIImage1. $Tesla Motors(TSLA)$ SAYS THE ERA OF ROBOTICS HAS ARRIVED -- WITH TSLA & OTHERS BUILDING BILLIONS OF ROBOTS, MILLIONS OF AUTONOMOUS VEHICLES & HUNDREDS OF THOUSANDS OF ROBOTIC FACTORIES 😳Image2. $NVIDIA(NVDA)$ SAYS $Microsoft(MSFT)$ HAS DEPLOYED TENS OF THOUSANDS OF BLACKWELL GPUS & WILL RAMP TO HUNDREDS OF THOUSANDS OF GB200s 👀Image3.AI DOMINANCE CONTINUES 🤩Image4.🚨 NVDA Q1 Earnings 🚨• Sales $4
NVDA: CEO JENSEN HUANG HIGHLIGHTS FOUR KEY SURPRISES OF 2025
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2.17K
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ShayBoloor
·
2025-05-29

WHY SPRUCE GOT IT WRONG ON TEM?

$Tempus AI(TEM)$ Went through the Spruce short report & shared my full breakdown with subscribers -- but here are the high-level takeaways:• Spruce misses the point. Tempus isn’t a diagnostics firm posing as tech -- it’s a tech company mining diagnostics for data.• They see “2% AI revenue.” I see the runway. Just like $PLTR before Foundry scaled or $Axon Enterprise, Inc.(AXON)$ before software ate the hardware -- the payoff always lags the groundwork.• Ambry wasn’t weakness -- it was vertical integration. Same reason $Amazon.com(AMZN)$ bought planes and $Tesla Motors(TSLA)$ built batteries: control the inputs, own the
WHY SPRUCE GOT IT WRONG ON TEM?
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Invest In Assets
·
2025-05-29

Trading Ideas| How to Invest?

Hello everyone! Today i want to share some trading ideas with you!1.The Tenets of Warren Buffett: $Berkshire Hathaway(BRK.A)$ Image2.Early in my investing career, I made many painful mistakes:• FOMO• Overtrading• Chasing stocks• Short-term focus• Buying value traps• Buying stocks before earningsPain + reflection = progressFor 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.💰Join the TB Contra Telegr
Trading Ideas| How to Invest?
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8.08K
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Daily_Discussion
·
2025-05-29

🎁 Bet on NVDIA Stock Movement and Win Tiger Coins!

Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Click here to join the Topic & Win coins >>​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:28 May]1.Here are the 4 Tigers whose post has the best quality & interaction yesterday:Congratulations on being offered 50 Tiger Coins!Broadcom
🎁 Bet on NVDIA Stock Movement and Win Tiger Coins!
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1.67K
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Jake_Wujastyk
·
2025-05-29

PDD, CELH, ONDS& NVDA Welcome Great Potential Here!

Hello everyone! Today i want to share some technical analysis with you!1. $NVIDIA(NVDA)$ is starting to take a slight lead on $Microsoft(MSFT)$ for "Largest Company in the World" by end of May as shown on Polymarket...Let the games begin.Image2. $Ondas Holdings Inc.(ONDS)$ Volume gap goes up to $1.60.Image3. $Celsius Holdings, Inc.(CELH)$ This honestly may be the best monthly candle setup in the market right now. Initial Alani Nu news shot this up over 30% in a day. If new info about the business model comes out around integrating Alani Nu, this could literally be at the target zone by early June.Image4.
PDD, CELH, ONDS& NVDA Welcome Great Potential Here!
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3.08K
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EliteOptionsTrader
·
2025-05-29

Option Strategies: .SPX, NVDA& AVGO

Hello everyone! Today i want to share some trading strategies with you!1.TRADE PLAN for Thursday ✅ $S&P 500(.SPX)$ sharp sell off into the close under 5900 today but futures gapping higher after hours now. For tomorrow if SPX can hold above 5938 calls can work for a move to 6000. $NVIDIA(NVDA)$ up 6 pts after earnings. If NVDA can defend 140 leading into June, All time highs at 153 coming again.NVDA June 6 142C is best above 140 $Broadcom(AVGO)$ to 252 in play this week. Possible we see AVGO move to 260 before earnings next weekAVGO 250C can work above 246The market sold off into the close but is now gapping higher after $NVDA earnings. Let's see if the mark
Option Strategies: .SPX, NVDA& AVGO
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1.44K
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Selling For Premium
·
2025-05-29

Option Strategies: ZS

Hello everyone! Today i want to share some option strategies with you!1. $Zscaler Inc.(ZS)$ looks like a put-buy trade on the daily chart. That said ... market is pumping, but price action looks stretched heading into earnings tomorrow.Contemplating writing a put strike at $200 (strong volume support, point-of-control, and just under 200 EMA).Will also look at a call credit spread above the $300 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 tradi
Option Strategies: ZS
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3.03K
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Bite Faang
·
2025-05-29

HP Inc. Post-Earnings Stock Decline: Key Support Levels to Watch

Earnings-Driven Selloff $HP Inc(HPQ)$  fell 4.02% to $27.20 on May 29, 2025, following its Q1 2025 earnings release. The decline reflects investor concerns over: Lower Profitability: Q1 2025 EPS of $0.60 missed Q1 2024’s $0.63 , with net profit margin contracting to 4.18% (vs. 4.72% in Q1 2024). Weak Margins: Gross margin fell to 21.03% (vs. 21.90% YoY), signaling pricing or cost pressures. Leverage Risks: Total liabilities/assets ratio worsened to 110.90% (vs. 117.65% in Q1 2024), though still elevated. Technical Analysis: Critical Support Zones Based on historical price action and key metrics, investors should monitor these levels: Immediate Support: $23.11 The stock recently tested this level on May 27, 2025 , indicating short-term buyer in
HP Inc. Post-Earnings Stock Decline: Key Support Levels to Watch
TOPMerle Ted: Looks like a good long-term investment to me, particularly at $24billion market cap.
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2.66K
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MasterWU
·
2025-05-29

NVDA: Take the .SPX Back to 5900

Hello everyone! Today i want to share some trading ideas with you!1.MPW Mid-week Update Posted: (1) a short review of the Liberation 2.0 & De-liberation fallout over the last few days. (2) $NVIDIA(NVDA)$ should get $S&P 500(.SPX)$ back above 5900 for one more time, but, that should be it.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.💰Join
NVDA: Take the .SPX Back to 5900
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20.01K
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koolgal
·
2025-05-29

Emotional Spending and the Rise of Pop Mart, Mixue and Laopu Gold

🌟🌟🌟Emotional Spending refers to purchases driven by feelings rather than necessity.  It is often linked to impulse buying, retail therapy and the desire for self expression.  In China, Emotional Spending has fueled the success of brands like Pop Mart $POP MART(09992)$  Mixue $MIXUE GROUP(02097)$ and $LAOPU GOLD(06181)$ , especially among Generation Z consumers. The Role of Emotional Spending  Unlike traditional spending habits that are focused on  practicality, Emotional Spending is deeply tied to personal identity, nostalgia, and social trends.  Consumers especially younger gene
Emotional Spending and the Rise of Pop Mart, Mixue and Laopu Gold
TOPWendyOneP: As a mom, I totally get emotional spending—my kids beg for Pop Mart blind boxes, and I can’t resist Mixue’s $1.50 boba runs! 🥤 But investing in these? Pop Mart feels risky (what if Gen Z moves on?), Mixue’s cheap treats seem steady, and Laopu Gold is my ‘safe’ pick since gold never goes out of style. Still, can these stocks outlast my kids’ toy phases? 🤷♀️
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3.10K
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nerdbull1669
·
2025-05-29

Broadcom (AVGO) Earnings Surprise Might Comes From Its AI Semiconductor Solutions

$Broadcom(AVGO)$ is scheduled to announce its fiscal Q2 2025 earnings on Thursday, June 5, 2025, after the market closes. Consensus EPS: Analysts generally expect Broadcom to report a profit of approximately $1.57 per share for Q2 2025. This would represent a significant increase (around 54%) from the $1.10 per share reported in the year-ago quarter. Consensus Revenue: The consensus revenue forecast for Q2 2025 is around $14.9 billion. This would be a 19% increase year-over-year. AI Semiconductor Revenue: Broadcom itself has guided for AI semiconductor revenue to reach $4.4 billion in Q2, an increase of 44% year-over-year. Infrastructure Software Revenue: The company expects infrastructure software revenue to be around $6.5 billion in Q2, up 23% y
Broadcom (AVGO) Earnings Surprise Might Comes From Its AI Semiconductor Solutions
TOPEnid Bertha: AVGO will set new 52 week high tomorrow and again on Friday!!!
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3.42K
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koolgal
·
2025-05-29

Why is Nvidia Still A Buy After Q1 25 Results

🌟🌟🌟Nvidia $NVIDIA(NVDA)$  is perhaps the most important earnings report of the season and it has once again delivered a beat on its headline metrics, even though it came up short in a key segment. Nvidia Q1 25 results  Nvidia reported USD 44.1 billion in revenue for the fiscal first quarter.  This is up 69% from previous year and above Wall Street expectations for USD 43.3 billion according to FactSet.  Nvidia also reported adjusted earnings of 81 cents per share, which was above the consensus opinion of 73 cents. However Data center revenue fell short as revenue was USD 39.1 billion  which was below expectations for USD 39.4 billion.  Nvidia reported Q1 gross margin of 61% which is
Why is Nvidia Still A Buy After Q1 25 Results
TOPMerle Ted: Holding a large bag at $112…this is a nice reprieve, but it’s only peanuts compared to where this stock will soar.
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1.85K
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TrendSpider
·
2025-05-29

NVDA: The King Saved the Market!

Hello everyone! Today i want to share some technical analysis with you!1. $NVIDIA(NVDA)$ Futures are flying, Jensen saves the day. 🟩ImageNVDA ROCKET OFF THE LOWS Image2. $Salesforce.com(CRM)$ On the mooooveImage3. $Broadcom(AVGO)$ big sympathy play into $NVIDIA(NVDA)$ earnings.Currently outperforming 98% of S&P 500 stocks on a yearly weighted basis. 💪Image4. $Carvana Co.(CVNA)$ Revving the engine. ImageAfter seeing the exciting EP, come to join us.For 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 wi
NVDA: The King Saved the Market!
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4.46K
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ToNi
·
2025-05-29

Super Micro Computer (SMCI): Short-Term, Mid-Term, and Long-Term Strategies for a Bullish Outlook

Introduction Super Micro Computer (SMCI) has demonstrated significant growth potential in the AI and data center infrastructure sector, making it an attractive investment opportunity for those with a bullish outlook. As of May 29, 2025, SMCI is trading at $41.96, reflecting a 0.94% increase from the previous close and a 1.76% gain in after-hours trading. The stock has risen over 36% year-to-date, driven by strong demand for AI-related hardware and its innovative product pipeline. This article outlines actionable short-term, mid-term, and long-term strategies for investors who are actively bullish on SMCI, supported by technical and fundamental analysis. Market Overview and Bullish Sentiment SMCI operates in the high-growth AI and data center market, benefiting from the global surge in dema
Super Micro Computer (SMCI): Short-Term, Mid-Term, and Long-Term Strategies for a Bullish Outlook
TOPMerle Ted: seem like it will hit $49, who ever short in big trouble, should not short any stocks relate AI and bitcoin unt
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3.55K
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OptionsDelta
·
2025-05-29
$ARM Holdings(ARM)$ Unlike other large orders expiring in 2027, $ARM 20270617 130.0 CALL$  continues to see daily, consistent opening of 2,000 contracts, with a transaction value exceeding $10 million.From a fundamentals perspective, growth is moderate. FY26 revenue growth is expected to slow to 18% YoY, down from 24% in FY25. For now, it’s worth continuing to observe. $PDD Holdings Inc(PDD)$ At the $100 price level, there is considerable divergence in opinions. Bulls are buying long-term at-the-money call options, while bears are buying short-term at-the-money put options. Essentially, the market sentiment is bearish for July and August b
$ARM Holdings(ARM)$ Unlike other large orders expiring in 2027, $ARM 20270617 130.0 CALL$ continues to see daily, consistent opening of 2,000 contr...
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OptionsDelta
·
2025-05-28

NVIDIA Earnings Report: Above 145 or Below 145?

Conclusion First:145 is a relatively important threshold. Options large orders betting on the earnings report primarily revolve around strategies targeting whether the stock will exceed 145 or stay below 145.For the week of June 6th (next week’s expiration week), implied volatility might surpass this week’s levels, and there could be significant price swings.The earnings expectations are relatively transparent. If the disclosed earnings match the known information, the stock price is likely to rise post-earnings but will most likely pull back afterward. A sell put strategy remains the most stable.Earnings OverviewThe earnings data this time is fairly ordinary, with bullish and bearish factors being relatively transparent. Revenue is expected to meet forecasts, but there may not be a notabl
NVIDIA Earnings Report: Above 145 or Below 145?
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5.10K
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Spiders
·
2025-05-28

Why I Bought TSLQ?

Yesterday, I purchased shares of TSLQ at $16.61. Shortly after, the price dropped further, hitting a new 52-week low. Surprisingly, I don’t regret the decision. For context, TSLQ is a 2x inverse ETF that aims to deliver twice the opposite daily performance of Tesla’s stock (TSLA). So when TSLA goes up, TSLQ tends to fall—and vice versa. Tradr 2X Short TSLA Daily ETF (TSLQ) Yesterday, Tesla’s stock rallied significantly, but I remain bearish on the company’s outlook, and I see the recent rally as a short-term reaction, not a sustainable trend. Tesla Motors (TSLA) Why I’m Still Bearish on Tesla? Falling European Sales: The EV maker's sales in Europe have now declined for four consecutive months, a trend that shouldn't be ignored. Europe is a crucial market for EV adoption, and continued weak
Why I Bought TSLQ?
TOPParryHuang: Before the robotaxi incident lands, Tesla will not have effective short selling, and all big funds will wait and see. Car sales, fundamentals, and Musk himself are not as important as robotaxi. If there is a problem with robotaxi, short sellers will flock to it. If there is no problem or even better than expected, the stock price will continue to rise.
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6.78K
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Optionspuppy
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2025-05-28

Palantir Technologies Inc. (PLTR) Bullish & Bearish News Analysis - May 28, 2025

Palantir Technologies Inc. (PLTR) Bullish & Bearish News Analysis - May 28, 2025 🐂 Bullish Catalysts $1.3B U.S. Army Contract Expansion Secured a $795M modification for its Maven Smart System, raising the total contract to $1.3B (valid through May 2029). This reinforces Palantir’s dominance in defense AI and guarantees multi-year revenue. Wedbush upgraded PLTR to "Outperform" with a $140 price target , citing the deal as a "fresh catalyst" (Source: Articles 7, 10, 23). Strategic Partnerships Accelerating AI Adoption Bain & Company Collaboration : Integrates Palantir’s AI OS with Bain’s consulting reach to drive enterprise adoption (Articles 3, 25). Divergent Technologies Alliance: On-demand advanced manufacturing capabilities via Palantir’s software could disrupt supply chains (Art
Palantir Technologies Inc. (PLTR) Bullish & Bearish News Analysis - May 28, 2025
TOPTiger_CashBoostAccount: Congratulations on your succeed trades. Your success is a testament to your patience and strategic thinking. Keep up the great work in the market! Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🤩🎉 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.
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