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293
General
Or
·
10-28 10:22
$iShares Core S&P 500 ETF(IVV)$   Curiosity is the quiet engine of human progress. It begins not with grand declarations, but with a subtle itch—a sudden urge to look under a lifted stone, read the next chapter, or ask why the sky turns crimson at dusk. Throughout history, this restless impulse has driven thinkers across oceans, into laboratories, and past the boundaries of comfortable convention. ​When we allow ourselves to wonder, routine transforms into discovery. Problems that once felt insurmountable suddenly reveal hidden avenues when viewed through an inquisitive lens. Curiosity demands humility; it requires admitting that our current knowledge is merely a tiny island in an ocean of unexplored truth. Yet that admission is not a weak
$iShares Core S&P 500 ETF(IVV)$ Curiosity is the quiet engine of human progress. It begins not with grand declarations, but with a subtle itch—a su...
TOPLeeTed: Curiosity helps long-term investing too because it keeps you checking costs, tracking error, and what you actually own instead of just staring at daily noise
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Blinkfans
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10-28 00:11
$Quanta(PWR)$  ⚡ $Quanta (PWR) — Another Winning Trade! 💰 I made a profit of US$46.32 from my Quanta position! Sometimes, trading is about being patient and letting the market reward the right decisions. Every small win adds up over time, and I believe consistency matters more than chasing huge profits in a single trade. 🏗️ Quanta Services is involved in electrical infrastructure, power grids and energy-related projects. With growing electricity demand, grid upgrades and data centre expansion, companies supporting power infrastructure could benefit from long-term investment trends. 📈 1️⃣ Why am I making this trade now? I am watching the demand for reliable electricity and infrastructure spending. These trends could provide opportunities, altho
$Quanta(PWR)$ ⚡ $Quanta (PWR) — Another Winning Trade! 💰 I made a profit of US$46.32 from my Quanta position! Sometimes, trading is about being pat...
TOPYaomao: Capex and bid timing matter more here than the win itself. If utility and data center projects stay firm, PWR still has room to grind
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Bunifa Latif
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10-28 00:17
$CoreWeave, Inc.(CRWV)$ Key Financial & Market Metrics • Current Share Price: ~$59.25 USD (up roughly 7.35% in recent trading) • Market Capitalization: ~$30.4B – $32.7B • TTM Revenue: ~$7.59 billion (with explosive projected growth toward $12.87 billion for full-year 2026) • Earnings Per Share (EPS TTM): -$3.80 • Consensus Analyst Rating: Consensus Buy rating, with an average 12-month price target near $134.50 to $140.58 (implying substantial potential upside). • Next Earnings Report: Scheduled for November 9, 2026 (Wall Street projects an EPS loss of -$1.16 and revenue around $3.55 billion). Bull Case: Why Analysts See Upside • Explosive Top-Line Demand: CoreWeave is scaling rapidly as a specialized "neocloud" provider renting out high-end Nv
$CoreWeave, Inc.(CRWV)$ Key Financial & Market Metrics • Current Share Price: ~$59.25 USD (up roughly 7.35% in recent trading) • Market Capitalizat...
TOPdoozii: 59 to 134 is the part that stands out to me. If revenue keeps compounding anywhere close to that pace, this gap looks more like distrust than broken demand.
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Am3n_Tao
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10-28 00:22
$Alphabet(GOOGL)$ Will continue to hold it for now for the cloud growth. Chances there that it might takeover Search but no difference. Left poclet right pocket. Chase the hype of hyperscales. No risk no reward. Better buy high than catch lows. Will just hold it for now since not too many shares. Will consider take profit small chunk off it it goes up by a certain percent. Till then. Chase highs lets go.
$Alphabet(GOOGL)$ Will continue to hold it for now for the cloud growth. Chances there that it might takeover Search but no difference. Left poclet...
TOPMR_Wu: Cloud growth helps, but hyperscale capex efficiency matters more here. If returns start compressing, does the story still hold up?
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bs6969
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10-28 00:29
$TIGR 20270115 4.0 CALL$  💰 $TIGR 2027-01-15 $4.00 Call — A Winning Trade! 🐯 🎉 Another trading win! I made a profit of US$203.69 from my TIGR options position. This is a reminder that options can provide opportunities beyond simply buying and holding shares, but managing risk is always important. 📈 1️⃣ Why am I making this trade now? I am watching UP Fintech Holding (TIGR), an online brokerage platform serving investors through its trading services and technology. If trading activity increases and investor sentiment improves, brokerage businesses may benefit from higher customer engagement and transaction volumes. However, market volatility, competition and changes in trading activity can also affect its performance. 🎯 2️⃣
$TIGR 20270115 4.0 CALL$ 💰 $TIGR 2027-01-15 $4.00 Call — A Winning Trade! 🐯 🎉 Another trading win! I made a profit of US$203.69 from my TIGR option...
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Feijoa8025
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10-28 01:49
$Meta Platforms, Inc.(META)$ Buy the dip $Meta Platforms, Inc.(META)$  ? Yes, but scale in rather than go all-in. As of October 28, 2026, I see Meta Platforms as a potentially attractive long-term investment, but there is a legitimate reason the stock is under pressure: investors are questioning whether its enormous AI spending will generate sufficient returns. I’d consider buying in stages if your investment horizon is 2–5 years. 1. Why has META sold off? Meta’s latest Q3 2026 earnings, released on October 21, revealed a mixed picture. Metric Latest result My interpretation Revenue $64.6B, +26% YoY Excellent growth Operating income $13.0B, down 37% Significant cost pressure Adjusted EPS $7.40 S
$Meta Platforms, Inc.(META)$ Buy the dip $Meta Platforms, Inc.(META)$ ? Yes, but scale in rather than go all-in. As of October 28, 2026, I see Meta...
TOPKevinKelly: That -2.12B free cash flow is the part that bites. How many quarters do you give AI capex before returns need to show up?
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WallStreet_Tiger
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10-28 10:22

Anthropic Files for Historic IPO: Amazon, Google & Broadcom Lead as Beneficiaries

Hi, tigers🐯 On October 26, Anthropic — the AI startup behind the Claude model family — publicly filed its S-1 registration statement with the SEC, setting the stage for what could be the largest IPO of the year. The company plans to list on the Nasdaq under the ticker $Anthropic(ANT)$, with a target debut window in November ahead of the U.S. midterm elections. The filing lifts the curtain on a web of deep ties between Anthropic and the world's largest tech and cloud companies — companies that are simultaneously investors, customers, suppliers, and distribution channels. For investors who can't get direct allocation in the IPO, these public market names may offer the closest proxies. 📌 Key Takeaways
Anthropic Files for Historic IPO: Amazon, Google & Broadcom Lead as Beneficiaries
TOPLanceljx: I’d favour Alphabet’s cloud exposure rather than buying Anthropic immediately after the IPO. Anthropic may deliver extraordinary growth, but at a valuation approaching US$1T, the price paid for that growth becomes just as important as the growth itself. Alphabet gives investors several ways to benefit: its Anthropic stake, Google Cloud demand and TPU ecosystem, while still having Search, YouTube and Gemini generating or supporting its broader earnings base. Broadcom may offer greater upside sensitivity to AI infrastructure spending, but that also brings greater concentration risk. The circular-deal issue is what I’d watch most carefully. Huge contractual commitments look impressive, but supplier financing, equity investments and genuine third-party demand are not economically equivalent. My key metric: free cash flow. Revenue proves demand exists; FCF tells us whether that demand ultimately creates economic value. 🐯
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nerdbull1669
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10-28 08:59

Hyperscaler Cash Conversion Divergence: Microsoft vs. Alphabet Ahead of Q3 Earnings

Microsoft is uniquely positioned to showcase far superior cash conversion compared to Alphabet as both hyperscalers enter their crucial third-quarter earnings reports. In this article, we would like to share how we go about examining $Microsoft(MSFT)$ Microsoft and $Alphabet(GOOGL)$ Alphabet's cash conversion profiles, capital efficiency, monetization strategies, and margin resilience leading into Q3 earnings. 1. Market Performance & Contextual Underperformance Heading into the current earnings cycle, equity markets have delivered a clear verdict on hyperscaler capital allocation strategies. Alphabet’s notable stock underperformance compared to Microsoft isn't merely a reflection of quarterly varianc
Hyperscaler Cash Conversion Divergence: Microsoft vs. Alphabet Ahead of Q3 Earnings
TOPpizzix: OCF to CapEx trend probably matters more here than FCF margin alone. Microsoft usually shows cleaner payback on cloud spend, while Alphabet needs sales to reaccelerate for that gap to narrow
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Bobby Banana
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10-28 02:35
$ASML Holding NV(ASML)$ I have topped up $ASML Holding NV(ASML)$  eecently, but...... For ASML, I would stop automatically adding shares every time it dips. A falling share price is not, by itself, a reason to buy more. ASML is a high-quality semiconductor equipment business, but even an excellent company can become an oversized or overpriced position in your portfolio. My approach would be to set a maximum portfolio allocation first, then decide whether each dip genuinely improves the investment opportunity. Since your stated investing goal is a balance between income growth and capital preservation, I would be particularly careful not to let repeated averaging down turn ASML into a concentrate
$ASML Holding NV(ASML)$ I have topped up $ASML Holding NV(ASML)$ eecently, but...... For ASML, I would stop automatically adding shares every time ...
TOPAugustineMac-: 2027 to 2028 demand running above planned supply is the bigger tell here, valuation matters but that kind of backlog usually keeps the long thesis intact
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TT13
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10-28 03:14
$Tesla Motors(TSLA)$   TSLA has been pretty interesting to watch lately 😂 The stock is back above $400, and honestly, I wouldn’t be surprised if we see another big move in either direction soon. One thing about Tesla is that it never really gives investors a boring week lol. Even when the overall market seems quiet, TSLA somehow manages to create its own drama. I still think Tesla has a lot of potential in the long run, especially with its progress in AI, robotaxis and energy storage. But at the same time, I feel like a lot of future growth is already priced into the stock. The biggest question for me right now is whether Tesla can actually deliver on all those expectations. The technology sounds exciting, but turning those ideas into c
$Tesla Motors(TSLA)$ TSLA has been pretty interesting to watch lately 😂 The stock is back above $400, and honestly, I wouldn’t be surprised if we s...
TOPtwiddly: 400 is rich, but FSD V12 and Dojo are why TSLA keeps that premium. If execution lands, this level won’t look that crazy
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Kelvin 梁
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10-28 04:06
$Alibaba(BABA)$   For Alibaba (BABA) watchlist options expiring 2026-10-30 , the current positioning suggests a conditional pinning zone around $102–$103 , rather than $105. BABA closed at $100.24 on 2026-10-28. The live max-pain calculation is $103 , not $105— 2.75% above spot. The $105 strike is nearby, but has a higher aggregate option payout than $103. The $98 put wall is a meaningful near-term downside pivot: it sits 2.23% below spot and carries the largest put gamma exposure. If BABA holds above it, dealer hedging around large put positions can help dampen declines and keep price rotating back into the $100–$103 area. The relevant upside gamma barrier is $102 , with zero gamma at $101.80 —only 1.56% above
$Alibaba(BABA)$ For Alibaba (BABA) watchlist options expiring 2026-10-30 , the current positioning suggests a conditional pinning zone around $102–...
TOPblinki: Negative net GEX is the part that matters most here. Below 98, hedging flow can turn a quiet drift into a faster flush.
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Trend_Radar
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10-28 05:02

$Alibaba (BABA) Consolidates Near $100 with Oversold RSI: Support at $96.82, $130 Resistance in F...

📊 Market Recap As of the latest U.S. session, 'BABA' closed at $100.24, edging down -0.01% from the previous close of $100.25. The stock is now trading about 45% below its 52-week high of $182.50, while holding just above its recent support zone near $96.82. Volume came in at 5.95 million shares with a volume ratio of 0.62, indicating a low-energy consolidation phase ahead of the next directional move. 🚀 Key Drivers Hong Kong benchmark pressure: 'BABA' Hong Kong shares fell below the HK$100 psychological level, hitting a July low and dragging U.S. ADR sentiment lower. Short interest remains elevated: The latest short volume ratio stood at 14.59%, keeping bearish pressure active even as downside momentum slows. Capital outflows persist: Five-day capital flow data shows continuous net outflo
$Alibaba (BABA) Consolidates Near $100 with Oversold RSI: Support at $96.82, $130 Resistance in F...
TOPmoliya: . Weekly Outlook 🔮 Over the next week, 'BABA' is expected to fluctuate between $96.82 and $102.00. A break above $102.00 could trigger short covering toward $106–$110. Conversely, a decisive loss of $96.82 may accelerate declines toward the $92–$94 range.
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Trend_Radar
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10-28 05:02

$Oracle (ORCL) Surges +3.55% to $130.53: Cloud Giant Rebounds Off $126 Support, Eyes $159 Resista...

📊 Market Recap As of the close on October 28, 2026 (Eastern Time), 'ORCL' settled at $130.53, gaining +3.55% on the day. The stock opened at $126.88, hit a low of $126.86, and pushed to a high of $132.34 before closing. The rebound came after testing the $126.08 support zone from October 27, with the stock now attempting to recover from a steep decline that has left it roughly 54% below its 52-week high of $285.46. The after-hours quote shows further firmness at $130.36, suggesting short-term momentum is beginning to stabilize. 🚀 Key Drivers Oversold Rebound: The 6-day RSI jumped from 33.71 to 50.01, signaling a sharp unwinding of oversold conditions as buyers returned. Flow Reversal: Capital flow data flipped positive on October 26 with a net inflow of $10.60 billion, following four conse
$Oracle (ORCL) Surges +3.55% to $130.53: Cloud Giant Rebounds Off $126 Support, Eyes $159 Resista...
TOPSimonTan91: Nice sharing. I have confidence in oracle and will add more if it falls below 120. There are too much fears on its debt position.
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Trend_Radar
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10-28 05:02

$Netflix (NFLX) Slumps -2.16% to 52-Week Low: Ad Revenue Cut Triggers Panic, $62.48 Floor Under S...

The following technical, valuation, and short-term catalyst analysis is based on publicly available data and is for informational purposes only, not direct trading advice. 1. Technical Analysis 📈 Volume: Trading volume reached 48.55 million shares with a volume ratio of 0.76, indicating shrinking participation and weak conviction behind the decline, characteristic of a capitulation phase rather than a high-volume breakdown. MACD: The daily MACD shows DIF at -2.26 and DEA at -1.75, with a negative histogram of -1.02. The expanding negative gap confirms strong bearish momentum and no immediate bullish crossover signal. RSI: The 6-day RSI has dropped to 22.52, the 12-day to 29.71, and the 24-day to 35.69. The 6-day reading is firmly in oversold territory, suggesting a potential technical rebo
$Netflix (NFLX) Slumps -2.16% to 52-Week Low: Ad Revenue Cut Triggers Panic, $62.48 Floor Under S...
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Trend_Radar
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10-28 05:02

$IREN Ltd (IREN) Surges +7.90% to $27.44: AI Cloud Rebound Gains Momentum, $32.94 Resistance in S...

📊 Market Recap On October 28, 2026, IREN Ltd closed at $27.44, up +7.90% from the previous close of $25.43. The stock traded between $25.56 and $27.66, moving within 8.28% of its 52-week low of $23.72 while remaining about 64% below its 52-week high of $76.87. Turnover reached 11.57%, suggesting high speculative participation as AI cloud infrastructure names attempted to stabilize after recent weakness. 🚀 Key Drivers AI Cloud Sector Rebound: AI cloud service providers rallied in late September, with IREN gaining nearly 3% on September 22 as sentiment around neocloud compute demand improved. Elon Musks Warning: On October 26, Musk said more than 200 neocloud companies were doomed to failure due to debt market shutdowns; IREN fell 2% pre-bell the same day before bouncing sharply in the follo
$IREN Ltd (IREN) Surges +7.90% to $27.44: AI Cloud Rebound Gains Momentum, $32.94 Resistance in S...
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Trend_Radar
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10-28 05:01

$AMD Surges +5.45% to $560.26: AI Compute Momentum Breaks Out, $610 Resistance in Sight

📊 Market Recap As of October 28, 2026, 'AMD' closed at $560.26, up +5.45% with an intraday gain of $28.98. The stock opened at $539.49, touched a high of $563.92 and a low of $538.50, with amplitude of 4.78%. The closing price remains about 14.9% below its 52-week high of $658.52 and far above the 52-week low of $188.22, confirming a strong long-term uptrend with renewed short-term buying momentum. 🚀 Key Drivers AI Compute Demand: Accelerating adoption of AMD data center GPUs and EPYC processors continues to drive institutional accumulation and bullish sentiment around AI infrastructure spending. Analyst Target Raise: Arete raised its AMD price target from $540 to $612, reinforcing confidence in the company's server and AI roadmap. Capital Inflow Recovery: Five-day capital flow data shows
$AMD Surges +5.45% to $560.26: AI Compute Momentum Breaks Out, $610 Resistance in Sight
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Trend_Radar
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10-28 05:01

$TSM Jumps +2.95% to $436.87: AI Chip Leader Reclaims Pivot, $452 Resistance in Focus

📊 Market Recap As of October 28, 2026, 'TSM' closed at $436.87, up +2.95% (+$12.50), with intraday trading between $426.00 and $438.58. The stock now sits about 10.4% below its 52-week high of $487.47 and has recovered sharply from its 52-week low of $266.82. The rebound above the $430 area signals renewed momentum after a period of consolidation. 🚀 Key Drivers AI Demand Resurgence: Market sentiment around advanced semiconductor and AI accelerator demand has re-accelerated, lifting major foundry leaders and re-rating forward earnings expectations. Technical Rebound: 'TSM' has bounced from oversold conditions, with RSI and KDJ turning upward, suggesting short-term dip buyers have returned aggressively. Macro Rotation: Broader risk appetite has improved across tech and semiconductor names, s
$TSM Jumps +2.95% to $436.87: AI Chip Leader Reclaims Pivot, $452 Resistance in Focus
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Trend_Radar
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10-28 05:01

$Nebius Group (NBIS) Surged +11.22%: AI Cloud Champion Reclaims $170, $211 Resistance in Sight

📊 Market Recap As of October 28, 2026 (ET), Nebius Group closed at $170.47, soaring +11.22% with a daily gain of $17.20. The stock opened at $159.00, reached an intraday high of $171.53, and held above the $158.30 low. This powerful rebound moved NBIS off its prior close of $153.27 and closer to the 52-week high of $299.86, though it still sits roughly 43% below that peak. 🚀 Key Drivers Neocloud Sector Shakeout: Elon Musk’s warning that 200+ neocloud companies face consolidation triggered early selling, but buyers stepped in aggressively, viewing Nebius as one of the likely survivors. AI Infrastructure Demand: Nebius continues to benefit from strong global demand for AI data center capacity, with its full-stack cloud and GPU offerings attracting institutional attention. Short Squeeze Poten
$Nebius Group (NBIS) Surged +11.22%: AI Cloud Champion Reclaims $170, $211 Resistance in Sight
TOPNMKOH: neocloud companies are in for a rollercoaster ride up and down. These companies are not for the faint hearted much depends on the earnings that the company release.
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10-28 05:00

$Tesla (TSLA) Jumps +4.04% to $407.46: AI and Robotaxi Momentum Push Shares Toward $428.52 Resist...

📊 Market Recap As of the close on October 28, 2026, 'TSLA' settled at $407.46, up +4.04% with an intraday gain of $15.84. The stock opened at $397.76, reached a high of $408.45 and a low of $395.25, closing just 18.3% below its 52-week high of $498.83. The session's strong move brought the price back above the $400 psychological level for the first time this week. 🚀 Key Drivers Robotaxi and AI Sentiment: Renewed enthusiasm for Tesla's autonomous driving roadmap and AI-related narratives supported the rally, with the stock extending gains after closing up more than 5% in the prior session. Capital Inflow Acceleration: One-day capital flow data showed total inflows of $6.858 billion versus outflows of $6.314 billion, while the five-day net flow turned sharply positive on October 26 at $213.9
$Tesla (TSLA) Jumps +4.04% to $407.46: AI and Robotaxi Momentum Push Shares Toward $428.52 Resist...
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