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876
Selection
nerdbull1669
·
2025-12-29

Nvidia Groq Deal, A Strategic Move For Better Market Leadership?

Nvidia announced on Christmas Eve, that it is acquiring Groq IP and talent for $20B, with strong talent from Groq joining $NVIDIA(NVDA)$, could this be Nvidia gameplay to up its position in the leadership in both the AI infrastructure and also overall leadership in the AI market? In this article, we would like to discuss Nvidia’s announced agreement with Groq (reported at ~$20 billion) — specifically regarding whether it is likely to strengthen Nvidia’s leadership in AI infrastructure and widen its competitive moat: Nature of the Deal — Not a Traditional Acquisition Key structural points: Nvidia has licensed Groq’s AI inference technology and is hiring key Groq personnel — including founder Jonathan Ross and President Sunny Madra — in what analyst
Nvidia Groq Deal, A Strategic Move For Better Market Leadership?
TOPChungllq: Absolutely, Nvidia's Groq deal will crush Alphabet's TPU dominance. Solid move![看涨]
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Cedric77
·
2025-12-29
What just happened: Acquisition: Google acquired Intersect Power for ~$4.75 billion cash (plus assuming existing debt) Who they are: Utility-scale clean energy developer focused on solar, battery storage, and integrated energy infrastructure What they do: Develop, own, and operate multi-gigawatt clean-energy projects - specifically designed to co-locate with large power users. Here a **ranked list of publicly traded companies similar to Intersect Power — ordered from most potential (growth + profitability) to least based on recent analyst outlooks and fundamentals in the renewable/clean energy space (as of late 2025): 📈 Top-Tier (Strong Growth + Profits + Scale) NextEra Energy (NYSE: NEE) — Best overall renewable utility play • World’s largest wind + solar generator with stable utility cas
What just happened: Acquisition: Google acquired Intersect Power for ~$4.75 billion cash (plus assuming existing debt) Who they are: Utility-scale ...
TOPAmandaViolet: Google's buy is massive for clean energy! NextEra looks solid.[看涨]
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1.28K
General
Barcode
·
2025-12-29
$S&P 500(.SPX)$ 📊📉🔥 73% of Active Funds Crushed by Structure in 2025, Not Skill 🔥📉📊 📉 73% of large-cap active mutual funds underperformed $SPX in 2025, and I’m reading this as a structural verdict, not an indictment of talent. I’m operating in a regime where liquidity concentration, momentum amplification, factor crowding, and systematic inflows dominate price discovery. When capital is channelled mechanically into index replication, beta becomes the primary return driver and dispersion collapses. In that environment, discretion struggles, regardless of experience. This is why positioning has shifted away from isolated stock selection toward factor exposure, flow alignment, and benchmark gravity. When inflows target index weightings, price sig
$S&P 500(.SPX)$ 📊📉🔥 73% of Active Funds Crushed by Structure in 2025, Not Skill 🔥📉📊 📉 73% of large-cap active mutual funds underperformed $SPX in 2...
TOPKiwi Tigress: yeah this hit tbh. reading your post I’m like ok it’s not bad managers it’s the setup. kinda wild how $SPDR S&P 500 ETF Trust(SPY)$ flow just keeps price glued, volatility stays chill, momentum wins, lowkey makes stock picking feel pointless rn
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Lanceljx
·
2025-12-29
Context on the current rally Prices of silver have surged to multi-year and record highs in late 2025, driven by a mix of macroeconomic and fundamental factors: strong institutional demand, expectations of lower interest rates, weak US dollar, tightening supply, and industrial absorption in sectors such as solar, EV, and data centre infrastructure. These drivers have boosted not only silver but also other metals such as palladium and copper. Recent price action has seen silver briefly above US$80 before volatility pushed it back lower.  What’s underpinning the surge Structural supply deficit — Silver has been in deficit for several years, with demand consistently outpacing supply. Inventories globally have declined, and new mine output cannot quickly expand due to the long lead time a
Context on the current rally Prices of silver have surged to multi-year and record highs in late 2025, driven by a mix of macroeconomic and fundame...
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375
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Lanceljx
·
2025-12-29
A sober reading of probabilities suggests that “nothing happens” is the most under-appreciated outcome for 2026, even if it sounds unsatisfying. My base case for 2026 Most likely: U.S. equities grind to new highs Not via euphoria, but through earnings growth, AI productivity gains, and multiple stability rather than expansion. A slow, uneven advance fits a mature cycle better than a dramatic break. Very plausible: repeated Fed policy reversals Not full U-turns, but frequent recalibration. Sticky services inflation, election-year pressures, and data-dependent messaging make policy whiplash more likely than a clean, linear path. Conditional upside: gold above US$5,000 This requires a renewed confidence shock, sustained real-rate compression, or a material loss of trust in fiscal discipline.
A sober reading of probabilities suggests that “nothing happens” is the most under-appreciated outcome for 2026, even if it sounds unsatisfying. My...
TOPbingoo: Spot-on analysis! Slow grind beats flashy moves any time.[强]
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396
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Lanceljx
·
2025-12-29
$Tiger Brokers(TIGR)$ What truly defined 2025 The defining feature of 2025 was not any single headline, but the re-pricing of certainty. Markets were forced to hold two opposing truths at once. Policy risk returned with force through tariffs and geopolitics, yet capital continued to concentrate aggressively into AI infrastructure and megacaps. The year was defined by this coexistence of fear and conviction. If one event stands out, it is the industrialisation of AI. 2025 marked the shift from narrative to deployment. Capital allocation moved decisively towards compute, power, memory, and data infrastructure. This was not speculative enthusiasm alone. It reshaped earnings expectations, supply chains, and long-term productivity assumptions, while q
$Tiger Brokers(TIGR)$ What truly defined 2025 The defining feature of 2025 was not any single headline, but the re-pricing of certainty. Markets we...
TOPNormaHansen: Spot on about AI reshaping markets. Holding winners paid off big time.[看涨]
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1.13K
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Barcode
·
2025-12-29
$iShares Silver Trust(SLV)$ Silver futures flipped from roughly +6% to about -2% on the session, an 8% intraday reversal, right into the $SLV Fibonacci extension I mapped out in the post at 0726. That’s classic parabolic behaviour, volatility expands first, then price snaps back to test structure. As of after 1452, this post was still under review. In fast-moving regimes like this, timing matters. I’m curious about the review timing process. This post was written and submitted at 0726 and as of after 1452 it was still under review during a high-volatility session where timing matters. Understanding how review delays work for time-sensitive market analysis would be really helpful @CaptainTiger </

🪙⚡🔥 $SLV Parabolic Surge, When Volatility and Options Flow Redefine Silver 🔥⚡🪙

@Barcode
$iShares Silver Trust(SLV)$ $Amplify Junior Silver Miners ETF(SILJ)$ $VanEck Gold Miners ETF(GDX)$ I’m watching silver undergo a rare transition, from a range-bound macro metal into a volatility-dominated momentum regime. This is not a simple breakout. This is a structural realignment where price acceleration, options positioning, and supply-demand dynamics are reinforcing each other in real time. 📈 Price dynamics and technical architecture I’m seeing $SLV extend cleanly into the 3.618 Fibonacci expansion from the 2024 lows. Historically, this zone is where pow
🪙⚡🔥 $SLV Parabolic Surge, When Volatility and Options Flow Redefine Silver 🔥⚡🪙
$iShares Silver Trust(SLV)$ Silver futures flipped from roughly +6% to about -2% on the session, an 8% intraday reversal, right into the $SLV Fibon...
TOPAh_Meng: Review can take forever… conversely, 🐯 could just recommend a post in a tick if you’re lucky 🍀. Don’t think there’s any timeline for the reviewers. Not sure when they use AI in the review process, will I still get any posts through? Thanks for sharing. Yes, volatility in silver has increased with the recent price jump and correction is expected.
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Hot
koolgal
·
2025-12-29

The Great Tesla Debate: Profit Taking Time or Is The Robotaxi Rocket Fueled for 2026?

🌟🌟🌟Here we are again at the end of the year and Tesla $Tesla Motors(TSLA)$  has been its usual rollercoaster self.  After hitting some glorious new highs near the USD 500 mark in late 2025, topping out the week at 52 week high of USD 498.83, the whispers have begun.  Even Cathie Wood's ARK Invest - the ultimate Tesla cheerleaders, have been quietly trimming their positions.  They call it "tactical profit taking" and "routine portfolio management". So is it time to take your hard earned profits and run for the hills or is it just a pitstop before the real breakout in 2026? Tesla's 2025 Performance In the Rearview Mirror 2025 has been a year of wild swings for Tesla.  Its stock plunged in Q1 an
The Great Tesla Debate: Profit Taking Time or Is The Robotaxi Rocket Fueled for 2026?
TOPGloria112: Hold tight for robotaxi![吃瓜]
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316
General
WeChats
·
2025-12-29
Great to see we’re on the same page regarding the Midterm cycle! 🤝 You’re spot on—volatility in election years is usually a matter of 'when,' not 'if,' and having cash on the sidelines is the ultimate luxury when the market inevitably shakes out. I like your thinking on trimming the AI and Quantum winners. Those sectors had an incredible run in 2025, but when liquidity tightens or fear spikes, the highest-flying names often see the sharpest multiple compression. I’m doing something similar: 'Pruning' the speculative periphery while keeping my core long-term compounders. Regarding Precious Metals: It’s a great place to look for a hedge. Personally, I think Gold is the leader if you’re betting on volatility/fear. Silver and Platinum/Palladium are trickier because they have a heavy 'industr
@WeChats
2026 January Effect: The "Easy Money" Is Gone — Here’s the New Playbook 🚨 As we count down the final hours of 2025, the chatrooms are buzzing with one question: Will we get the "January Effect" to kickstart 2026, or is a rug-pull loading? The setup for 2026 is fundamentally different from the liquidity-fueled rallies of the past. We are transitioning from a market driven by Fed hope to a market that demands earnings reality. While the consensus from Morgan Stanley and Goldman Sachs is "constructive," the underlying data suggests a much trickier battlefield. If you are planning to deploy cash in Week 1, put down the buy button and read this first. 1️⃣ The Bull Case: The "Handover" to Earnings Growth 📈 The strongest argument for a January rally isn't just momentum—it's the fundamental handov
2026 January Effect: The "Easy Money" Is Gone — Here’s the New Playbook 🚨 As we count down the final hours of 2025, the chatrooms are buzzing with one question: Will we get the "January Effect" to kickstart 2026, or is a rug-pull loading? The setup for 2026 is fundamentally different from the liquidity-fueled rallies of the past. We are transitioning from a market driven by Fed hope to a market that demands earnings reality. While the consensus from Morgan Stanley and Goldman Sachs is "constructive," the underlying data suggests a much trickier battlefield. If you are planning to deploy cash in Week 1, put down the buy button and read this first. 1️⃣ The Bull Case: The "Handover" to Earnings Growth 📈 The strongest argument for a January rally isn't just momentum—it's the fundamental handov
Great to see we’re on the same page regarding the Midterm cycle! 🤝 You’re spot on—volatility in election years is usually a matter of 'when,' not '...
TOPAlexiaTours: Spot on about Gold leading the hedge charge! Keeping cash ready is key.[微笑]
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1.20K
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Jake_Wujastyk
·
2025-12-29

What's the Volume Shelf Setup of SI, ONDS, IWM, QQQ& SPY?

Hello everyone! Today i want to share some technical analysis with you!1. $SPDR S&P 500 ETF Trust(SPY)$ Pretty massive volume shelf setup on the monthly candle chart.Image2. $Invesco QQQ(QQQ)$ Volume shelf setup on the monthly candle chart going into 2026.Image3. $iShares Russell 2000 ETF(IWM)$ Volume shelf setup going into the strongest month of the year with a potential January Effect move on the horizon.Image4. $Ondas Holdings Inc.(ONDS)$ Simply based on where price is relative to the volume shelf at the current time, the path of least resistance continues to suggest higher towards $14-$16 above.Image5.
What's the Volume Shelf Setup of SI, ONDS, IWM, QQQ& SPY?
Comment
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1.05K
Selection
TigerPicks
·
2025-12-29

Precious Metals & Minerals Star | Is ATLX Still an Inflection Trade After a 26% 5-Day Rally?

In the past five days, $Atlas Lithium Corporation(ATLX)$ 's share price has risen by 26.05%.Major stock indexes ended a largely positive holiday week quietly. After traders got the day off for Christmas, the tech-heavy $NASDAQ(.IXIC)$ closed down 0.1% and the blue-chip $Dow Jones(.DJI)$ fell fractionally. The benchmark $S&P 500(.SPX)$ set a new intraday high before finishing fractionally lower. The three indexes, which snapped five-session winning streaks Friday, nevertheless all rose by more than 1% for the week.The best-performing concepts is Precious Metals & Minerals Concept. Considering the different percep
Precious Metals & Minerals Star | Is ATLX Still an Inflection Trade After a 26% 5-Day Rally?
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390
General
天佑仔
·
2025-12-24
$CSOP HANG SENG INDEX DAILY (-2X) INVERSE PRODUCT(07500)$ 偷偷地學人操作幾次,恆指真的不如美股,波動小,易受操作,期權差價又大[流泪]  我也開始玩玩美股了
07500
12-24 10:51
HKCSOP HANG SENG INDEX DAILY (-2X) INVERSE PRODUCT
SidePrice | FilledRealized P&L
Buy
Open
1.80
100
--
Closed
CSOP HANG SENG INDEX DAILY (-2X) INVERSE PRODUCT
$CSOP HANG SENG INDEX DAILY (-2X) INVERSE PRODUCT(07500)$ 偷偷地學人操作幾次,恆指真的不如美股,波動小,易受操作,期權差價又大[流泪] 我也開始玩玩美股了
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483
General
天行小子
·
2025-12-24
$CSOP HANG SENG INDEX DAILY (-2X) INVERSE PRODUCT(07500)$ 半日市真係太無聊,本來以為有100-200點上落,開2倍都係得1%,不過唔緊要啦,好過冇,我仲以為會有大波動,好彩都賣左put等收錢
07500
12-24 10:51
HKCSOP HANG SENG INDEX DAILY (-2X) INVERSE PRODUCT
SidePrice | FilledRealized P&L
Buy
Open
1.80
100
--
Closed
CSOP HANG SENG INDEX DAILY (-2X) INVERSE PRODUCT
$CSOP HANG SENG INDEX DAILY (-2X) INVERSE PRODUCT(07500)$ 半日市真係太無聊,本來以為有100-200點上落,開2倍都係得1%,不過唔緊要啦,好過冇,我仲以為會有大波動,好彩都賣左put等收錢
1
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484
General
過路人
·
2025-12-26
$BOIL 20251226 22.0 PUT$ 賭即日仙期權系列,之前呢隻天然氣跌幅很多,今晚結算,但而家仲升緊,現價超過25。賣22應該安全。期權金有0.03。不錯[胜利]  
BOIL PUT
12-26 22:34
US20251226 22.0
SidePrice | FilledRealized P&L
Sell
Open
0.03
5Lot(s)
--
Closed
ProShares Ultra Bloomberg Natural Gas
$BOIL 20251226 22.0 PUT$ 賭即日仙期權系列,之前呢隻天然氣跌幅很多,今晚結算,但而家仲升緊,現價超過25。賣22應該安全。期權金有0.03。不錯[胜利]
TOPfloopi: The operation of selling PUT is stable, and the premium is profitable!
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598
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joeych
·
2025-12-26
$TSM DIAGONAL 260618/280121 CALL 220.0/CALL 270.0$ Roll up another $50 but till 2028[LOL]   But holding good fundamental stock  for long term is my strategy [Cool]  
TSM Diagonal
12-26 22:32
US220.0/270.0
SidePrice | FilledRealized P&L
Credit
Close
-2.25
1
--
Closed
TSM DIAGONAL 260618/280121 CALL 220.0/CALL 270.0
$TSM DIAGONAL 260618/280121 CALL 220.0/CALL 270.0$ Roll up another $50 but till 2028[LOL] But holding good fundamental stock for long term is my st...
TOPAthenaVeblen: Solid strategy, mate Holding quality stocks long-term always wins. Cheers![开心]
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784
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joeych
·
2025-12-26
$BABA 20260206 150.0 PUT$ Bullish on Baba and get to collect $630 premium if price is above $150 on6 Feb. If below, dun mind being assigned. Alternatively, can also roll the option to a further date  at a lower strike price 
BABA PUT
12-26 22:39
US20260206 150.0
SidePrice | FilledRealized P&L
Sell
Open
6.30
1Lot(s)
--
Closed
Alibaba
$BABA 20260206 150.0 PUT$ Bullish on Baba and get to collect $630 premium if price is above $150 on6 Feb. If below, dun mind being assigned. Altern...
TOPdimpy: Solid play! Rolling options is smart.[看涨]
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347
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Alvinlimsg
·
2025-12-26
$Micron Technology(MU)$ Performance Comparison: Micron Technology And Competitors In Semiconductors & Semiconductor Equipment Industry
MU
12-26 22:37
USMicron Technology
SidePriceRealized P&L
Buy
Open
286.86--
Closed
Micron Technology
$Micron Technology(MU)$ Performance Comparison: Micron Technology And Competitors In Semiconductors & Semiconductor Equipment Industry
TOPwinky9: Solid buy! Micron's leading the pack.[看涨]
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296
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逆天邪神云澈
·
2025-12-26
$NVDA 20260123 165.0 PUT$ Taking profit and releasing margin to sell puts in other stocks [Happy]  
NVDA PUT
12-26 22:44
US20260123 165.0
SidePrice | FilledRealized P&L
Buy
Close
0.70
2Lot(s)
+81.61%
Closed
NVIDIA
$NVDA 20260123 165.0 PUT$ Taking profit and releasing margin to sell puts in other stocks [Happy]
TOPAmyMacaulay: Good move! Profiting to open new positions.[开心]
1
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985
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Alvinlimsg
·
2025-12-26
$Tesla Motors(TSLA)$ Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has claimed that a driverless Robotaxi drove him around Austin as the billionaire's end-of-the-year driverless goal draws closer.
TSLA
12-26 22:35
USTesla Motors
SidePriceRealized P&L
Buy
Open
487.07--
Closed
Tesla Motors
$Tesla Motors(TSLA)$ Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has claimed that a driverless Robotaxi drove him around Austin as the billionaire's end...
TOPpeepie: Elon's demo rocks! Bullish on Tesla.[看涨]
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2.75K
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Alvinlimsg
·
2025-12-26
$NVIDIA(NVDA)$ On Dec. 24, the market was primed for a blockbuster: CNBC reported $NVIDIA (NVDA.US)$ was closing in on a $20B all-cash buyout of AI chip unicorn Groq. Hours later, the narrative flipped. The acquisition vanished, replaced by a surgical "licensing + hiring" deal.
NVDA
12-26 22:34
USNVIDIA
SidePriceRealized P&L
Buy
Open
191.03--
Closed
NVIDIA
$NVIDIA(NVDA)$ On Dec. 24, the market was primed for a blockbuster: CNBC reported $NVIDIA (NVDA.US)$ was closing in on a $20B all-cash buyout of AI...
TOPCliff: Crazy how that Groq deal flipped! Still bought NVDA at 191.03, holding tight. [666]
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