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1.81K
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LesterTan
·
09-21
$Salesforce.com(CRM)$  Crm like many  software Stocks have recovered somewhat  from the lows. Clearly oversold. With optimistic forward guidance and recent beats  In earnings, there's more upside.
$Salesforce.com(CRM)$ Crm like many software Stocks have recovered somewhat from the lows. Clearly oversold. With optimistic forward guidance and r...
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1.47K
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GLN
·
09-21
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616
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JDCC
·
09-21
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1.37K
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LULU ROCKET
·
09-21
$Tesla Motors(TSLA)$ Hey there back tiger trade community. Still remember me ? I am lulu rocket. Come say hi to me ! Also, one more thing that I really really have to say you all ( people who I tagged ) , which is just to help me tell goldman that I am running late alright and okay the people that I tagged ? @TIGER  @Tiger V  @tiger xu  @TigerMumxxxxx  @tiger xu  
$Tesla Motors(TSLA)$ Hey there back tiger trade community. Still remember me ? I am lulu rocket. Come say hi to me ! Also, one more thing that I re...
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496
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SK8888
·
09-21
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1.32K
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股勇者
·
09-21
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1.33K
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Stormytw
·
09-21
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1.64K
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Niskil
·
09-22
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455
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Tothemoooooonnnnn
·
09-22
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459
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Am3n_Tao
·
09-22
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2.55K
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Wayneqq
·
09-22
$VanEck Semiconductor ETF(SMH)$   Every investment has risk, but not all risks are worth the investment. However, chips are in my opinion definitely worth the investment risk.... Continue to DCA into it...
$VanEck Semiconductor ETF(SMH)$ Every investment has risk, but not all risks are worth the investment. However, chips are in my opinion definitely ...
TOPAmyMacaulay: SMH works long term because AI infrastructure demand is the real engine, not the day to day noise
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1.55K
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ykhoo
·
09-22
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1.04K
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ykhoo
·
09-22
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1.23K
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Jontrade
·
09-22
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728
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Mando88
·
09-22
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3.56K
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PeterDiCarlo
·
09-22

$SPY Holds the Key as $META Breaks Out and $NVDA Buyers Return

📊 Markets are heading into an interesting week. $SPY futures are green, but the bull flag still needs confirmation. Meanwhile, $TSLA held its Smart Money Zone, $NVDA saw buyers step in, and $META confirmed its breakout above the weekly swing high. Here’s what I’m watching. 👀 📈 $SPDR S&P 500 ETF Trust(SPY)$ Futures are green heading into the week. The bull flag is still waiting for confirmation. We need a daily close above the swing high before I consider the breakout confirmed. This should make for an interesting week. I’m still mentally prepared for one more pullback before a potential breakout to new all-time highs. Ideally, $750 holds as the floor. 🧱 🔥 $Tesla Motors(TSLA)$ The 1H Smart Money Zone he
$SPY Holds the Key as $META Breaks Out and $NVDA Buyers Return
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1.47K
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Travis Hoium
·
09-22

🤔 Is Muse actually good for $META's business?

At first glance, it looks like an obvious win. Today, $Meta Platforms, Inc.(META)$ essentially captures the full value of the advertising transaction. Advertisers pay Meta to connect products with consumers, while creators don't take a direct cut of that ad spend. For advertisers, it's effectively a customer acquisition cost. And as long as the economics work, Meta can keep pushing that CAC higher. 🔥 That's what makes the advertising business so powerful. But Muse could introduce a very different model. 🛒 The Muse model Instead of taking advertising dollars upfront, Meta could potentially take a small percentage of commerce transactions happening through Muse. Imagine a brand like Ridge is willing to spend $20 to acquire a customer buying an $80 w
🤔 Is Muse actually good for $META's business?
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2.72K
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Travis Hoium
·
09-22

Value Is Hiding In Plain Sight

Whether you’re investing in hyperscalers, neoclouds, semiconductors, or energy stocks, it’s all about AI. The AI buildout is driving growth, margin expansion, and higher stock prices. But I’ve been uncomfortable with the footing that trade is built on, given the debt even hyperscalers are taking out, rising interest rates, and lack of moats. So, I’ve focused on what I think are more durable businesses with a strategic advantage trading at a reasonable price. And the deals today are looking better than they have in years. More on that in a moment. Finding Value Themes are a big trend on the stock market today. Investors are chasing the story of the month and then moving on to the next story with little regard for whether a business is performing well or not. We saw this with nuclear and qua
Value Is Hiding In Plain Sight
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