4.52K
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2025-11-18
Q3 13F Tech Roundup: Are Hedge Funds Exiting Tech?
13F filings were reported this week, and they tell exactly where institutional flows are headed. Spoiler alert: smart money flows differently. @LumidaWealthKey Themes1. The "Great Tech Rotation"Berkshire Hathaway made a historic shift, trimming $Apple(AAPL)$ by ~25% while initiating a new $2B+ position in $Alphabet(GOOGL)$ Tiger Global rebalanced its high-conviction tech bets, adding $Netflix(NFLX)$ and $MongoDB Inc.(MDB)$ while cutting $Meta Platforms, Inc.(META)$ Appaloosa rotated from mature tech ( $Intel(INTC)$ ,
TOPMariaEvelina: Hedge funds playing 4D chess with tech rotations[看涨]
2.00K
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2025-11-18
Option Movers | Tesla's $480 Call Expiring Next Month Shows High Open Interest; Trading Are Selling XPeng Calls
U.S. stocks ended sharply lower on Monday (Nov. 17), with the S&P 500 and the Nasdaq closing below a key technical indicator for the first time since late April as investors braced for quarterly results from retailers and chip giant Nvidia and awaited a long-delayed U.S. jobs report this week.Regarding the options market, a total volume of 56,438,782 contracts was traded on Monday, call ratio accounted for 55%.Top 10 Option VolumesTop 10: $Tesla(TSLA)$; $Nvidia(NVDA)$; $Apple(AAPL)$; $Amazon(AMZN)$; $Palantir(PLTR)$; $Strategy(MSTR)$
4.75K
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2025-11-18
PDD Q3: Just Getting Started on Its Comeback Trail?
$PDD Holdings Inc(PDD)$ released its financial report for the third quarter of 2025 before the market opened on November 18. Overall, this quarter's earnings report signals a positive trend of performance beginning to "bounce back from the trough." Key financial metrics show revenue growth rebounding from its low point, with profitability demonstrating significant year-over-year improvement. Notably, after several quarters of profit declines, adjusted operating profit significantly exceeded expectations, showcasing the company's operational resilience amid complex macroeconomic conditions and competitive dynamics.Specifically, while revenue growth rebounded to a high single-digit rate (9%), the more critical advertising revenue growth continued to
TOP130 tomorrow.. way undervalued than baba.
1.24K
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2025-11-11
$XPEV 20251226 37.0 CALL$ Good time to wheel my XPEV for Dec with the recent spike in XPEV stock price [Cool]
XPEV CALL
11-11 23:10
US20251226 37.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.38 40Lot(s) | -- Closed |
1.15K
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2025-11-17
$CSOP HS TECH(03033)$ 今日真係好慘敗，上星期大跌完，今日又大跌，真係有無搞錯呀，叫人點玩呀，我總唔信唔會升返既，而家開始買住一注先，再跌就再加注，慢慢溝淡佢[胜利]
1.06K
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2025-11-17
$UNH VERTICAL 251121 CALL 362.5/CALL 350.0$ Rolling down my strike price (same expiration date) to earn some extra premium
UNH Vertical
11-17 22:44
US362.5/350.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Close | -0.23 9 | -- Closed |
TOPNice move adjusting strikes for premium boost[强]
1.10K
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2025-11-18
$COIN 20251121 240.0 PUT$ Let's see where the bottom is but I don't mind buying at this price
COIN PUT
11-17 22:35
US20251121 240.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 1.89 1Lot(s) | -- Closed |
TOPWon’t ARK’s remaining stake dump pressure the stock further?
1.73K
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2025-11-18
$TRIP.COM-S(09961)$ Added position, Q3 results encourage me to buy more, consumer spending on travelling is in up trend, 'making myself happy today' has become common value. TRIP is the best platform for traveller to China.
TOPGo big or go home! TRIP's positioning is perfect for the travel boom[看涨]
2.43K
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2025-11-18
$Advanced Micro Devices(AMD)$ Free up some margins for now. Will re-enter when it's right.
AMD
11-18 11:53
USAdvanced Micro Devices
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 237.70 5 | +43.79% Closed |
TOPSmart move mate, patience pay off[强][看涨]
940
·
2025-11-18
$Eli Lilly(LLY)$ 先食為敬，坐淨價尾長渣！ 投資涉及風險，價格可升可跌，做好風險管理。
TOPFollow Gu first, there is meat! 💸
14.88K
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2025-11-18
Bitcoin Tests at $90K? Which Crypto Stock Enters Your Buy Zone?
$Bitcoin(BTC.USD.CC)$ Drops Below $91,500, Continuing Its Recent PlungeThe world’s second-largest cryptocurrency, $Ethereum(ETH.USD.CC)$, fell to $2,975, down 24% since early October, showing especially weak performance. The Federal Reserve and ongoing AI bubble discussions are the two main headwinds facing crypto and risk assets heading into year-end.The market lost $133 BILLION in just 24 hours, and over $1.01B in positions were liquidated.Bitcoin could see a small rebound around $91K, but based on past halving cycles, a longer-term downtrend may be coming. The market is preparing for Bitcoin to drop toward $80,000.Options market data shows traders’ demand for downside protection at $90K, $8
TOPBitcoin’s drop below $91,500 highlights the crypto market’s volatility, with Ethereum falling under $3,000. I see this pullback as a mix of macro headwinds—from Fed policy to AI-driven risk shifts—and a natural consolidation after recent highs. A small rebound near $91K is possible, but past halving cycles suggest a longer-term downtrend could still be in play. I’m watching crypto stocks closely. Coinbase breaking $275 & Robinhood near $115 show selling pressure, but selective opportunities may be forming. I’m cautious about treasury-heavy names like MSTR or BMNR, which could fall further, while stable plays like Circle seem more likely to stabilize. If Bitcoin rebounds near $90K, I’d take partial profits rather than fully exit, keeping some exposure for potential upside. I’m also open to adding positions selectively at lower levels, focusing on quality crypto stocks with strong balance sheets, balancing potential gains with risk of further downside. @Tiger_comments @TigerStars
1.54K
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2025-11-18
Weekly Topics Reward (11.10-11.16): $5 Stock & Options Vouchers Have Been Sent!
Thank you all for your enthusiastic participation.It’s time to announce the winners again! Let’s reveal last week’s winning Tigers! Tiger Coins have already been distributed[Heart][Heart]please check the Tiger Coin Center to find in your history!1. From 11.10-11.16Lucky Tigers: Each of you has received 100 Tiger Coins! Don’t forget to check them[Tongue]@招财喵喵喵喵2025@75th@b1ess0@breadwithbutter@BtWinAll it takes is one post in the weekly topic to have a chance at winning the lucky draw!Active Tigers of the week: each of you has earned 100 Tiger Coins! Don’t forget to check them[Love you]@少龍@這是甚麼東西@靖润@xc__@highhandWinners of the Weekly Voucher🏆 The Most Active@Shyon@北极篂@Lanceljx🏆 Most PV & Interaction@Barcode@IsleighOptions event rewardsThank you all for participating in my event! The Opti
TOPCongratulations to all the winners. @Tiger_comments may I check if there's any change to the IDEA criterias or qualifications? it seems like recently 1-2 weeks barely to get IDEA for my articles.
1.48K
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2025-11-18
XPEV: Record Quarter, Margin Traction Continues — BUY and $28 PT Reaffirmed
$XPeng Inc.(XPEV)$ 3Q25 Update: Strong Execution, Clearer Margin Path, and Physical AI Strategy Scaling UpThe Tiger Research team maintains a BUY rating and $28 price target following XPeng’s strong 3Q25 results, which delivered record revenue, record deliveries, and the first consolidated gross margin above 20%. The company reaffirmed its goal of reaching breakeven and positive free cash flow in 4Q, while its broader Physical AI strategy is beginning to take clearer commercial shape across SOCs, VLA world models, Robotaxi, and humanoid robots.XPeng’s operational momentum strengthened further in the quarter. Deliveries reached 116,007 units, up 149% YoY, supported by strong demand for the new P7. Total revenue rose 102% YoY to RMB 20.38B, and cons
TOPSolid numbers! Margins hitting 20%+ is a game changer. Physical AI roadmap looks promising 🚀
19.61K
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2025-11-18
[Winning Trade] Bitcoin Crashed — They Still Made 239%
The crypto market took a sharp turn in the past two weeks. Bitcoin fell below the key $100,000 level and dropped more than 27% from its recent high. Stocks linked to crypto — like COIN and MSTR — also fell quickly.While many investors were unsure what to do, two Tigers used options to catch this move and made big profits. Let’s look at how they did it.🎉 Tiger Winners @稻田里的守望者 Bought $Coinbase Global, Inc.(COIN)$ put options and made +239%. @Mingsu Sold $Strategy(MSTR)$ call options and earned a massive 14782 return.🚨 Why Did Crypto Fall So Fast?The main reason is the change in expectations for the
1.19K
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2025-11-18
$MEITUAN-W(03690)$ Scored the Contra688 promo, sweet! Made a quick gain on Meituan—its dominance in O2O is solid. Its massive real-world service data is a unique edge for "Xiaomei AI" to understand real needs. The AI + local living story is just unfolding!
800
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2025-11-18
$IDT INT'L(00167)$ 's stock skyrocketed nearly 60% upon trading resumption! Took some profits, but the real potential still lies ahead. Kicking myself for missing the Contra688 promo—using that Cash Boost would have made this win even sweeter!
955
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2025-11-18
$DEEPEXI TECH(01384)$ bringing gains! Rising enterprise digitalization demand boosting this data intelligence leader. Holding for more upside~ So glad I caught the Contra688 offer - those Cash Boost vouchers make adding positions feel like a free ride!
3.78K
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2025-11-18
U.S. Stocks in a Rate‑Cut Expectation Quagmire: Consider Buying VIX on Dips
Last week, after publishing a medium- to long‑term bullish view on U.S. equities in the piece titled “Government Reopening: Why It Could Ignite the Next Leg of the U.S. Stock Rally” equity indices did not immediately reverse higher, but instead remained stuck in a weak, choppy range near the lows. This time, the focus is on why U.S. equity indices are currently trapped in this kind of weak consolidation, and how retail investors should respond and hedge risk.The global market is now in a dangerous transition characterized by a “macro data blackout + liquidity repricing,” during which index directionality is weak, but volatility pricing is prone to s
TOPVIX dips are golden chances! Hedge smart 🤑
17.16K
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2025-11-18
The Road to One Million Dollars: From Setbacks to a Million with Alibaba
In 2025, more Tiger investors than ever are hitting the million-dollar mark. Through our “The Road to Million Dollars” series, we sit down with these standout traders to explore how they think, stay disciplined, and grow along the way.At Tiger, investing isn’t just about profit and loss — it’s a journey from ambition to achievement. We hope their stories inspire others to set clear goals and turn the idea of a million dollars from a dream into something real and attainable.This edition's featured individual is Mr. Guo, born in 1995, originally from Wuhan, and currently residing in Beijing. Between 2023 and 2024, he gradually shifted from being an explorer in the secondary market towards more professional primary market investing: he resigned in May of this year and has recently found a new