2.15K
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09-26
Moderna: The $3 Billion Mirage
The scary number isn't the important one Moderna is supposedly caught between collapsing COVID revenues and a $3 billion cash-burning machine. That makes a wonderfully dramatic investment thesis. It is also slightly misleading. At $198.88, $Moderna, Inc.(MRNA)$ carries a market capitalisation of roughly $79.4 billion despite generating just $2.23 billion of trailing revenue. Investors are therefore paying approximately 35.6 times trailing sales for a company currently producing negative gross profit. That is an extraordinary multiple. But Moderna is increasingly being valued neither as a vaccine manufacturer nor as a conventional loss-making biotech. The market is assigning substantial value to something harder to measure: whether its mRNA platfor
TOPRolys: as true as that seems financially. I like the idea of health research getting lots of money,
2.35K
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09-26
Prediction markets indicating a rate hike again in October. Is this going to be the trend moving towards 2027?
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $iShares 20+ Year Treasury Bond ETF(TLT)$ $S&P 500(.SPX)$ $VanEck Semiconductor ETF(SMH)$ $Technology Select Sector SPDR Fund(XLK)$ So various prediction markets have concluded that the fed will likely raise interest rate again on October 28, 2026. Is Warsh really playing catch up d/t the resilence to not increase rate by previous fed chairman, Jerome Powell? Or is the macro picture finally pressuring the fed to match up with it? A lot of questions, but no clear answers to th
TOPCash rotating into Treasuries is the part I care about most. When the safe yield starts competing with growth, tech usually gets A'd first
1.07K
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09-27
$ThaiBev(Y92.SI) Edges Up +1.15% to S$0.44: Defensive Dividend Play Nears 52-Week High, S$0.48 Br...
📊 Market Recap As of September 27, 2026 (Singapore time), 'Y92.SI' (Thai Beverage) closed at S$0.44, up +1.15% from the previous close of S$0.435. The stock is hovering just 8.3% below its 52-week high of S$0.48, while trading 7.3% above its 52-week low of S$0.41. With a modest daily amplitude of 1.15% and a volume ratio of 0.28, price action suggests a low-volatility consolidation phase rather than an aggressive breakout.
4.51K
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09-27
Why Amova Asia Ex Japan Ex China ETF (A93) Is Surging
🌟🌟🌟The global supply chain is realigning before our eyes, shifting decisively away from standard markets and building the future right in the heart of non-China, non-Japan developing Asia. If you want to seize this historic, multi year paradigm, the $Amova Asia exJC S$(A93.SI)$ is the ultimate high octane vehicle to accelerate your wealth. This powerhouse ETF channels your capital directly into India, the roaring ASEAN tiger economies and the absolute semiconductor royalty of Taiwan and South Korea. The Core Fundamentals of A93 Is This A Good Investment? This ETF is highly tactical and aggressive. It acts as a pure growth engine by eliminating China's regulatory drag and Japan's mature economy. Because of its intens
TOPNice Sharing 😁 @Aqa @DiAngel @JC888 @Barcode @Shyon @Shernice軒嬣 2000
4.45K
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09-27
🔥 40 Strongest-Moving Stocks This Week
Here’s the weekly momentum board for stocks with more than $100M in dollar volume, organized by industry group. 🚀 Aerospace & Defense$Redwire Corp.(RDW)$ 💰 Asset Management / Capital Markets$Strive(ASST)$ $CleanSpark, Inc.(CLSK)$ $MARA Holdings(MARA)$ $Riot Platforms(RIOT)$ 📡 Communication Equipment$Hewlett Packard Enterprise(HPE)$ $Lumentum(LITE)$ $Viavi Solutions(VIAV)$ 🖥️ Computer Hardware$IONQ Inc.(IONQ)$
3.73K
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09-26
$CrowdStrike Holdings, Inc.(CRWD)$ — The Cybersecurity Dip Gets Interesting Cybersecurity has been one of the strongest themes in the market, but Friday brought a reminder that even leaders can get hit hard. $CRWD fell nearly 3% on September 25, while the broader market was pressured by elevated Treasury yields and oil prices.  What makes CrowdStrike interesting is the bigger trend rather than one day’s price action. Cyber threats aren’t going away. As companies add cloud infrastructure, AI systems and connected workloads, the amount of digital infrastructure that needs protection keeps expanding. The question for investors is whether cybersecurity spending can continue growing fast enough to justify premium valuations. Why I’m w
TOPI’d lean buy on weakness, but the underappreciated part is cloud workload and identity. CRWD’s platform consolidation gets stickier with smaller cloud customers once budgets tighten.
4.31K
2.27K
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09-25
$Micron Technology(MU)$ conviction + patience paid off
2.53K
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09-25
$AMD 20261218 610.0 CALL$ GG am I cooked? Back to flippin' burgers. 😭😭😭$Advanced Micro Devices(AMD)$
TOPAMD is above $610. If you buy put, you should be making money for this call option
3.88K
4.16K
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09-26
$NVIDIA(NVDA)$
TOP8-12% annualized on covered calls is already solid, and dodging assignment at 235 is a bonus. Next week watch IV though - if it cools off, the wheel pays less
1.96K
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09-26
$Zscaler Inc.(ZS)$ will it break 215?
2.60K
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09-26
$Palantir Technologies Inc.(PLTR)$ It is Great that I'm still holding this stock..can sit back and Relax
1.31K
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09-26
$iShares Bitcoin Trust(IBIT)$ $iShares Bitcoin Trust(IBIT) $ 1️⃣ Why am I making this trade now? Im deep underwater thus averaging down with dca and reduce my cost price 2️⃣ What’s my plan from here? I will continue to average down buying more stacking more while sell covered call as collateral. Hopefully can pass my break even
TOPBreak even is fine, but IBIT works better as a long hold than a cost basis battle. The covered call part can cap the upside hard
1.29K
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09-26
$iShares Bitcoin Trust(IBIT)$ 1️⃣ Why am I making this trade now? Averaging down my sinking submarine 2️⃣ What’s my plan from here? My game plan is to buy more underlying and hope for capital appreciation then I will sell covered call against it for incomr
TOPThis pullback looks like a decent DCA window to me. I care more about sizing and cash management than the covered call part
3.79K
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09-26
$Intel(INTC)$
TOPIf pricing power is that real, why did data center revenue still slip sequentially? The rerating story needs harder quarterly proof.
2.54K
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09-26
$Defiance Daily Target 2X Long SMCI ETF(SMCX)$ $SUPER MICRO COMPUTER INC(SMCI)$ BULL [Eye] [666] [Eye] SMCI will see amazing margins in Fiscal Q12027, set to be reported on Nov 3. In this Q12027, they are recognizing tens, and soon maybe hundreds of millions of revenue. This comes from other favorable DCBBS enterprise customers like SpaceX, which has somehow already shipped. Insane. Lets see what this next quarter brings!
TOPRevenue recognition is the whole bet here. If that SpaceX piece slips a quarter, those margin dreams look way early lol
1.08K
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09-26
$Rollins(ROL)$ 1️⃣ Why am I making this trade now? My portfolio has been heavily tilted toward high-beta tech, and with broader market volatility, I needed to inject real defensive ballast. I chose Rollins ($ROL) specifically as a classic non-discretionary consumer play. Pest control isn't an optional expense—termites and rodents don't wait for macroeconomic recovery, giving Rollins predictable recurring cash flow and pricing power regardless of market cycles. Catching this recent pullback gives me an entry into a resilient business to balance my overall volatility. 2️⃣ What’s my plan from here? The Strategy: Pure dollar-cost averaging (DCA). I opened the initial starter position and will continue accumulating in tranches across pullbacks rather th
TOPRegional players are the real thing to watch here — they usually win on speed and local service, not just price. If renewal rates stay sticky, ROL's pricing power probably holds
1.19K
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09-26
$APP 20260925 280.0 PUT$ quick profit as the stock lies pretty much flat
2.14K
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09-26
ASTS Modest Bounce Amid Litigation Overhang and Sector Jitters
$AST SpaceMobile, Inc.(ASTS)$ ⚡ Key Takeaway ASTS posted a modest bounce today, but the Bearish-zone classification underneath remains firmly in place. Risk Level held its Level-3 tier, though the internal profile showed a mixed read — one measure widened while another actually narrowed. Downward Bias Strength deepened further, now sitting at one of the more extreme readings this position has carried. The Sell and Observe stance keeps paying off, with downside avoided continuing to grow. Today's gain is best treated as a pause within a still-cautious setup, not a change in direction. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 1️⃣ What Is Happening Right Now ① Sep 21 Close → Sep 24 Close Parameter Sep 21, 2026 Sep 24, 2026 Change Close $61.90 (+5