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09-05
$Zoom(ZM)$ Zoom (NASDAQ: ZM) is a system of action for modern work, turning live collaboration into completed results. From entrepreneurs to global enterprises, customers choose Zoom to seamlessly collaborate, communicate, and drive outcomes across meetings, phone, contact center, and more - all with the built-in assistance of Zoom AI.
TOPBernardGilbert: Agenda generation and recap quality are the sticky parts here. If Zoom AI actually cuts post-meeting busywork, that matters more than the meeting count
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09-06
$Tesla Motors(TSLA)$ Hey there , do you all know that I am back ? Please tell goldman that I am running late . Bye.
1.18K
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09-07
$BlackBerry(BB)$ waiting for earnings for the big pump
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844
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09-07
$Alphabet(GOOG)$ continue to add up when it's under 330! And wait for it to break through 400!!!!
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09-07
$HongkongLand USD(H78.SI)$ profit earn by investing for a month
1.20K
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09-07
$TSLA 20261016 460.0 PUT$ TSLA 'sell the news' dips after events are high probability trades
1.60K
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09-07
$Tesla Motors(TSLA)$ September till December are the best season to be TSLA shareholders
1.75K
399
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09-07
$Intuit(INTU)$ my potential 2x or 3x stock
3.36K
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09-07
$BABA-W(09988)$
TOPCharts help short term, but next Thursday's Alibaba earnings matter more for the bigger trend
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09-07
$MEITUAN-W(03690)$ will it rocket up this week?
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09-07
$NCL.HK 20260929 44.00 PUT$ NCI is still undervalued
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2.53K
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09-07
$BE Hit the Buy Zone, $TTWO Hit the Sell Zone
Two very different setups. Same lesson: wait for price to come to your zone. 🟢 $Bloom Energy Corp(BE)$ — Smart Money Buy Zone We called out the Smart Money Buy Zone on $BE. Since then, the stock is up 60%. 🚀 Well done to everyone who caught the zone. 🎯 The move is playing out exactly as expected, and now I’m watching $300 as the next major target. No need to chase after a 60% move. The setup was at the zone. The trade was at the zone. Now we let price work. 🔴 $Take-Two(TTWO)$ — Smart Money Sell Zone $TTWO was almost a textbook rejection. The structure shifted bearish. Price pushed into the Smart Money Sell Zone. Then sellers stepped in. That was the signal. Now I’m not interested in chasing the downside. I
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09-07
The Most Powerful Monopolies in the Stock Market
One of the best ways to find great businesses isn’t to ask: “Who has the biggest market share?” Ask this instead: “What happens if customers can’t use them?” 👀 That’s where the real monopolies and oligopolies show up. 🏰 MONOPOLIES / NEAR-MONOPOLIES $ASML Holding NV(ASML)$ — EUV lithography$Taiwan Semiconductor Manufacturing(TSM)$ — advanced semiconductor manufacturing$VeriSign(VRSN)$ — .com domain registry$CoStar(CSGP)$ — U.S. commercial real estate data$Fair Isaac(FICO)$ — credit scoring$CME Group Inc(CME)$ — futures & derivatives in
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09-07
$SPX Bearish SMT Is Here. 7681 Is the Line
$S&P 500(.SPX)$ just printed the bearish SMT I’ve been waiting for. But I’m still not shorting blindly. The divergence is the warning.The daily close below 7681 is the confirmation. Today’s pullback also created a new bullish Daily FVG, which gives us a very clean line in the sand. If $SPX closes below 7681, that FVG flips into an iFVG and I’ll treat it as the trigger for the next move lower. That would change the structure from: bearish divergence → pullback → potential continuation to: bearish divergence → FVG failure → confirmed downside expansion. But there’s still a bullish path. If the FVG holds, sellers haven’t taken control yet. $SPX could still push back above last week’s high and sweep the highs before the larger reversal begins. So
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09-05
The Prophet’s Pivot: Michael Burry, the AI Juggernaut, and the Substack Salvation
Michael Burry’s current ledger is a sea of red, but he’s still drawing a crowd. The man who earned immortality by shorting the American housing market is currently taking a beating on two fronts: a agonizing, falling-knife long bet on Lululemon and an aggressive crusade against the AI complex. The burning question across Wall Street isn't just whether Burry is wrong—it’s whether he’s finally realized that running a paid newsletter is vastly superior to wrestling a market that refuses to bend to reality. Late last year, Burry pulled the plug on Scion Asset Management, returning outside capital and citing a fundamental disconnect with market pricing, alongside the stifling straightjacket of SEC disclosures. In its place, he launched Cassandra Unchained on Substack. Charging hundreds of dolla
TOPWho said AI cash flow is untouchable lol. Capex and depreciation are doing a lot of hiding here, that FCF story is way less clean than people think
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09-06
Broadcom is super plugged into the AI value chain. It doesn’t just produce AI chips for companies like Google, it also makes the networking chips needed to move huge volumes of data fast enough for the AI era. Its overall revenue rose 86% to $29.6b, but AI semiconductor revenue exploded 221% to $16.7b. Hock Tan, President and CEO of Broadcom, said, “In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year over year.” But in FY28, Broadcom isn’t expecting 200% growth anymore in AI semiconductor revenue. Revenue is projected to hit $230b, up from an estimated $115b in FY27. Still, that’s 100% growth. The stock still fell, though. Expectations were even higher. Broadcom guided Q4 revenue to $34.8b, but LSEG consensus was about $35.03b,
TOPThe networking side is the real moat here. When AI clusters scale, moving data cleanly becomes just as sticky as compute, so a tiny Q4 miss feels more like expectation indigestion
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09-06
Nvidia expects $108b in Q3 revenue and projects FY28 revenue to grow about 70%. Management explicitly said customer forecasts point to demand that could support roughly doubling again next year, but it’s guiding to only about 70% growth because it doesn’t currently have enough supply to satisfy all that demand. The largest company in the world by market cap, already $5.5T, shouldn’t be growing like a young company. But that’s exactly what Nvidia is doing. It has boomed for three years running, and in the latest quarter, revenue grew 106% and earnings jumped 126%. These are numbers you’d expect from a young, fast growing company, not a megacap. Yet here we are. It’s earnings season, and investors are watching AI-related stocks closely, trying to figure out if the AI trade is alive or dying.
TOPSupply is clearly the gating factor here. From the chain, CoWoS and HBM still look like the main bottlenecks, and Blackwell ramp quality probably matters just as much.