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08-18
Zhipu's shares tumble — fair value adjustment or a golden chance to buy the dip?
Today, $Z.AI(02513)$ at one point plunged over 16%, with its share price approaching the key HK$1,000 level. $MINIMAX-W(00100)$ also tumbled more than 12% at one point, with its stock price briefly falling to near HK$282. Domestic large-model AI stocks may be facing a critical test. On the news front, Goldman Sachs and UBS have issued "Hold" and "Buy" ratings on $Z.AI(02513)$, respectively, with no notable negative catalysts apparent. However, on August 17, Daiwa released a research report pointing out that the market reaction to $Z.AI(02513)$'s GLM-5.3
TOPzingie: 565x PS still looks absurd even after the flush. Hard to call that fair value when NVDA and Snowflake trade in a different universe
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08-17
$WDC 20260918 300.0 PUT$ it is a good profit ...closing it....
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08-17
$Strategy(MSTR)$ 2-3 trading day short swing trade
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08-18
$Advanced Micro Devices(AMD)$ time to be more bullish
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08-18
$SPDR S&P 500 ETF Trust(SPY)$ we trust it will rise
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08-17
🔥 The S&P 500 Is Near Record Highs. TWO Dates Have to Earn My Next Dollar.
The S&P 500 closed Friday at 7,785.76 after touching a record 7,816.70 during the week. We are basically sitting on the roof of the market. And right now my feed seems split into two camps. 🐂 Camp one: Buy the breakout. Don’t overthink it. New highs lead to new highs. 🐻 Camp two: Take profit immediately. Stocks are expensive. A correction has to be coming. I’m doing neither. I’m already invested, so I’m not running for the exit. But I’m also not throwing fresh money at record highs just because the chart is green. The market still has to earn my next dollar. And for me, that comes down to two dates. 📅 August 19: FOMC Minutes 📅 August 26: NVIDIA Earnings One tests the price investors are willing to pay for growth. The other tests whether the growth itself is still strong enough to deser
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08-17
🚀 SanDisk Just Broke $1,700 — Is This Still a Memory Cycle, or a New AI Storage Era? SNDK is becoming VERY hard to ignore. SanDisk has now ripped roughly 35% in just five trading days, pushing from around $1,200 to ~$1,725 today. And this isn’t happening in isolation: 🟢 SNDK: ~$1,725 🟢 MU: ~$1,002 🟢 SK Hynix ADR: ~$172 🟢 WDC: ~$526 The entire memory complex is waking up again — but SNDK is clearly leading the charge. (Barron’s) And after digging into SanDisk’s Investor Day, I think the market is beginning to price in something much bigger than another NAND cycle. 🔒 The BIG story: 2027–2028 capacity is already being spoken for SanDisk has signed eight New Business Model agreements, covering approximately 50% of FY27 bit shipments and around two-thirds of FY28. That’s extremely important. Tr
TOP80% gross margin sounds way too clean for a memory name. If half the bull case is contracts, where does the downside sit when pricing rolls over?
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08-17
$GraniteShares 2x Long NBIS Daily ETF(NBIL)$ [Miser] [Miser] [Miser] [What] [What]
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08-18
[BEGINNER GUIDE] Stop Overcomplicating Your Charts: The Simple Support & Resistance Strategy
When you first open a charting platform, it’s tempting to add 15 different indicators—RSI, MACD, Bollinger Bands, Stochastic, Moving Averages... until your screen looks like a rainbow nightmare. Here’s the truth: You don’t need dozens of indicators to start reading the market. The most reliable concept in technical analysis is also one of the simplest: Support and Resistance (S&R). Here is a beginner-friendly breakdown of what it is and how to build a trade setup around it. What Are Support and Resistance? Think of price movement as a rubber ball bouncing inside a house: Support (The Floor): A price level where buying interest is strong enough to overcome selling pressure. When price drops to this level, buyers step in and the price tends to "bounce" back up. Resistance (The Ceiling):
TOPThe biggest lesson I’m taking into 2027 is that the market doesn’t reward people for having the strongest opinions. It rewards people who can adapt when reality proves them wrong.
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08-18
Alibaba Earnings Preview: Can AI and Cloud Businesses Reverse the Stock’s Downtrend?
After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo
TOPAlibaba over Tencent for the next 3 to 6 months. That 3B download lead matters more than one quarter's print. Cloud margin is the cleaner catalyst, but the AI moat is the real long game.
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1.36K
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08-17
$Tesla Motors(TSLA)$ Tesla go go go to the moon!!!
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08-17
$Advanced Micro Devices(AMD)$ Amd go go go to the moon 🌙!!!
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08-17
$Torm PLC(TRMD)$ TORM go go go to the moon 🌙!!!
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08-17
$ASML Holding NV(ASML)$
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08-17
$Lam Research(LRCX)$ when is slowly climb up to ATh