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988
General
WeChats
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2025-10-31
🌐 Alphabet’s AI Ascendancy: New Highs, Big Bets — But Is $GOOG Still a Buy Above $290? 🚀 Alphabet ($Alphabet(GOOG)$  ) is rewriting its own playbook. After posting another clean sweep earnings beat, shares rocketed nearly 7%, brushing $299 — a new record high — before sellers took profits into strength. But as the dust settles, traders are asking: Did we just witness the peak of the AI euphoria, or is Google quietly entering its most powerful growth phase in a decade? Let’s dissect this move — not as hype-chasers, but as traders reading market intent. --- 💥 1️⃣ The Headline Beat — But The Real Story Is Underneath Alphabet’s Q3 numbers were impressive on the surface, transformative underneath: Revenue: $93.1B (+11% YoY), broad-based beat.
🌐 Alphabet’s AI Ascendancy: New Highs, Big Bets — But Is $GOOG Still a Buy Above $290? 🚀 Alphabet ($Alphabet(GOOG)$ ) is rewriting its own playbook...
TOPVenus Reade: Only trades at 25 times. Apple trades at 41. They will be bigger market cap then NVDA in 12 months. They are the world’s biggest and best story. Hands down.
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367
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Nov8
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2025-10-31
Comment
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32.20K
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Maverick Options
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2025-10-31

AWS Soars 20%, AI Gold Rush: Amazon’s $125B Capex Bet

$Amazon.com(AMZN)$ delivered an overall strong performance in its Q3 2025 earnings report, with both revenue and profits exceeding market expectations. The company generated $180.2 billion in revenue, marking a 12% year-over-year increase. AWS returned to a high growth trajectory (+20.2% to $33 billion), serving as the core engine driving the overall profit recovery. Operating profit temporarily dipped to $17.4 billion due to one-time charges, but reached $21.7 billion after adjustments. Management confirmed continued "aggressive" investment in AI and cloud infrastructure, with annual cash CapEx at approximately $125 billion, set to rise further in 2026 to support Trainium chip and Project Rainier cluster expansions. The advertising business maint
AWS Soars 20%, AI Gold Rush: Amazon’s $125B Capex Bet
TOPMerle Ted: AWS is killing it! They were lagging the rest of the Mag 7, this report changes that starting now. Congrats folks! $300 by Year End…let’s go!
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18.96K
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Maverick Options
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2025-10-31

​​Apple's Valuation at a 5-Year High: Buying Opportunity or Peak Bubble?​​

$Apple(AAPL)$ reported robust overall performance in its FY2025 Q4 earnings, with both revenue and profits hitting quarterly records. Driven particularly by iPhone and services, the company achieved 8% year-over-year growth, surpassing market expectations. While the wearables segment showed modest growth, the company benefited from a one-time tax impact in the prior-year period, resulting in a significant jump in net income for the quarter.Overall, Apple maintains its competitive edge in hardware innovation and ecosystem expansion, though geopolitical risks and supply chain volatility remain potential drawbacks.From a valuation perspective, based on the latest financial report data, the trailing P/E ratio has reached 37x. Excluding the one-time im
​​Apple's Valuation at a 5-Year High: Buying Opportunity or Peak Bubble?​​
TOPAdelaideFox: With that P/E ratio, it’s a gamble! Will you ride the highs or brace for a potential dip?
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757
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SmartReversals
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2025-10-31

SPX Gap-Fill Begins — 20 DMA Key Support or Next Leg Down?

$S&P 500(.SPX)$ : The gap-fill process has begun, and the usual visit to the 20 DMA at the very least (currently near $6,732). Two days ago, I highlighted the Doji Star, the bearish RSI divergence, the excessive complacent sentiment, and yesterday the bearish setup for $NVIDIA(NVDA)$ . ➡️The question now is: Will the 20 DMA provide support (yellow cases), or will the reset continue down toward the lower band? (red zone).Stock chart of SPX index with daily candlesticks from July to November showing price movement around 5700 to 6000 levels. Red and green candles indicate bearish and bullish periods. Yellow highlighted zones mark potential support areas near the 20-day moving average line in red. Red zo
SPX Gap-Fill Begins — 20 DMA Key Support or Next Leg Down?
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3.69K
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Daily_Discussion
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2025-10-31

💡 Did you have a 'trade of the week'? Tell us about it!

This week's market script was wild! 🎬Who nailed a perfect entry? Who got caught in the crash?Share your epic tale of profit or pain.Catch up fast:These events rocked the markets today.More NewsTiger Community TOP10 Tickers🎯 S&P500 Most Active Today 👉@TigerObserverWeekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, EarningsCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!📊 Friday — Earnings FocusInterpret key corporate earnings reports to grasp performance-driven investment opportunities.📌【Today’s Question】Share your most successful or most unsuccessful trade of the week in the comment
💡 Did you have a 'trade of the week'? Tell us about it!
TOPShyon: My stock in focus today is Amazon $Amazon.com(AMZN)$ after its impressive earnings beat, powered by a strong rebound in Amazon Web Services (AWS). Cloud revenue surged 20% year-over-year, well above expectations, showing renewed enterprise demand for AI and infrastructure capacity. CEO Andy Jassy’s remarks about AWS growth returning to 2022 levels signal that Amazon is regaining momentum where it matters most. Despite being the weakest “Magnificent 7” stock this year, Amazon’s fundamentals remain strong. Advertising sales rose 24%, reflecting growth in higher-margin segments, while recent cost cuts and layoffs show tighter operational discipline. Looking ahead, Amazon’s Q4 sales outlook of $206–213 billion exceeds consensus, showing confidence ahead of the holiday season. With AI driving demand across cloud and retail, I believe Amazon is well-positioned to reassert its leadership in the next phase of Big Tech growth. @TigerStars @Tiger_comments @Daily_Discussion
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3.96K
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JC888
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2025-10-31

Trump's Quantum Computing Master Plan (II). More Buys?

Trump Master Plan - Part 2. In case you have not come across part 1 of a two-parts post, here’s the link. Please help Repost after reading, so that more will know ok. Thanks ! In addition to possible funding for “Quantum Computers & Quantum Cloud Services”, the Trump administration is also looking holistically at auxiliary sectors (Apps, Security & Storage), that forms an overall ecosystem for quantum computing. (see below) Let’s dive in. Quantum Chips & Solutions (1) $Intel(INTC)$. It is one of few established semiconductor giants heavily investing in silicon spin qubits—an approach compatible with standard chip manufacturing. INTC’s scalable quantum chip ambition could position it as a dominant hardware supplier once qubit error corr
Trump's Quantum Computing Master Plan (II). More Buys?
TOPMortimer Arthur: Lip-Bu Tan is amazing. Read his resume. Intel has already turned the corner. Intel will quickly return to its former dominance. AI and quantum computing are only just beginning (1st inning).
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nerdbull1669
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2025-10-31

Cloud and AI Drive Big Tech Earnings, but Cost Concerns Linger

Earnings from Google and Amazon have showed that their cloud and AI businesses have contribute significantly to earnings, but AI spending have raised a concern. In this article, we would like to explore and compared the exact drivers investors are rewarding (and what’s worrying them). Below is a succinct, actionable read — what helped each stock rally, and the “hidden messages” / watch-points investors should watch next. Quick Top-Line Comparison Alphabet (GOOGL) — strong ad recovery + accelerating Google Cloud growth; management is expanding AI data-center capex to capture model demand. Result: record revenue quarter and upside surprise. Amazon (AMZN) — ecommerce stabilizing, ad and AWS growth helping profits; AWS still material to margin expansion but CFO commentary about customer spend
Cloud and AI Drive Big Tech Earnings, but Cost Concerns Linger
TOPValerie Archibald: PE is 27, about half that of other tech giants. Google is the best company in the world, it's not even a competition.
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Lanceljx
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2025-10-30
Recently, I focused on high-probability setups aligned with macro catalysts and clean technical signals. 1. NVIDIA (NVDA): Entered post-GTC breakout above $200 with strong AI momentum and bullish guidance. Trailed stops near 20-day EMA. 2. AMD (AMD): Bought the dip near $140 after DoE’s $1 B contract news. Expected sympathy rally with NVIDIA’s AI surge. 3. Gold (XAU/USD): Re-entered around $4 000 as a macro hedge amid dovish Fed signals and central-bank demand. 4. Apple (AAPL): Took short-term call spread pre-earnings, expecting recovery in iPhone and Services revenue. 5. REITs (CICT, MLT): Accumulated ahead of possible 2026 rate cuts; focus on retail/logistics REITs with strong balance sheets. Overall, I favoured momentum-based entries supported by earnings or macro confirmation—combinin
Recently, I focused on high-probability setups aligned with macro catalysts and clean technical signals. 1. NVIDIA (NVDA): Entered post-GTC breakou...
TOPMortimer Arthur: almost back to $260 AH. won't be surprised AMD will trade up to 263+ at overnight trading
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1.15K
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TRIGGER TRADES
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2025-10-31

SPX 4th-Wave Pullback Signals 5th-Wave Rally

$S&P 500(.SPX)$ expanded its 4th-wave pullback - retracing 38.2% of the 3rd inside Daily FVG support (6870–6807)It closed with two bullish divergences🔃 — $E-mini Nasdaq 100 - main 2512(NQmain)$ held its weekly gap, and $E-mini Dow Jones - main 2512(YMmain)$ held its 9:30 lowTherefore, lean is the 4th wave completed at close ✅, setting up for a 5th-wave rally toward 6950 🎯Confidence fades below 6807, with a Daily close below sending a bearish warning 🚨⚠️After a new high, a reversal is expected, as that would complete a 5-wave advance from the Oct 10 low.$SPDR S&P 500 ETF Trust(SPY)$
SPX 4th-Wave Pullback Signals 5th-Wave Rally
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4.95K
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OguzO Capitalist
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2025-10-30

Here is My SLNH Investment Thesis

1/ $Soluna Holdings, Inc.(SLNH)$ is the cheapest data center stock in the market.It has nearly 1GW capacity under development with 2GW of pipeline.If they can execute, the stock can easily make 6x from here.Here is my SLNH investment thesis: 🧵Mountainous landscape with layered ridges under a hazy sky features several white wind turbines on green hills in the foreground and a winding road leading into the distance. Prominent overlaid text reads SOLUNA in large blue and orange letters with a triangular symbol.2/ SLNH builds data centers near renewable power plants to benefit from excess generation.One-third of the power generated from renewables is wasted due to grid congestion and a lack of storage.Soluna uses excess generation to power data center
Here is My SLNH Investment Thesis
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5.96K
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TrendSpider
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2025-10-30

QQQ, AAPL, META, GOOG& CMG Welcome Great Upward Momtenum!

Hello everyone! Today i want to share some technical analysis with you!1. $Chipotle Mexican Grill(CMG)$ now trading at a cheaper valuation than it had during the pandemic.Let’s see if this high-volume zone can finally stop the bleeding.Image2. $Alphabet(GOOG)$ now more than 2x off the April lows.What a run.Dark background chart interface from TrendSpider displaying Google GOOG daily candlestick price movements in green and red bars over time, with multicolored Google logo at top, upward trend line in cyan, volume histogram in orange below, additional indicators like RSI in green at bottom, and sidebar with price levels such as high 198.38 and low 150.79.3. $Meta Platf
QQQ, AAPL, META, GOOG& CMG Welcome Great Upward Momtenum!
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5.23K
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OptionsDelta
·
2025-10-30

Positive Catalyst Priced In, Market Pulls Back

$NVIDIA Corporation(NVDA)$Market cap surpasses $5 trillion, NVIDIA enters a new consolidation range of $200-$220.Institutions rolled positions on Wednesday, selling the 215 call $NVDA 20251031 215.0 CALL$  and buying the 220 call $NVDA 20251031 220.0 CALL$ .For selling puts, consider strikes below 200, e.g., $NVDA 20251031 200.0 PUT$ .$Tesla, Inc.(TSLA)$Continues to consolidate between $450-$500. For selling puts, consider $TSLA 20251031 430
Positive Catalyst Priced In, Market Pulls Back
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3.21K
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買兩手先
·
2025-10-28
$ZHEJIANG SHIBAO(01057)$ 有訊號買入,雖然今日長上影線,但是成交量增加很多 5%止蝕($4.81)
01057
10-28 10:17
HKZHEJIANG SHIBAO
SidePrice | FilledRealized P&L
Buy
Open
5.07
4,000
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Closed
ZHEJIANG SHIBAO
$ZHEJIANG SHIBAO(01057)$ 有訊號買入,雖然今日長上影線,但是成交量增加很多 5%止蝕($4.81)
TOPKristina_: 5% stop erosion, stable[Wow]
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