1. $JD.com(JD)$ for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\'s launch of a digital assistant "Joyin" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from
$Oracle(ORCL)$ had a strong quarter, powered mainly by cloud. Revenue went up 12% to $14.9 billion, with cloud services jumping 28%. The company also signed several massive deals, which pushed its backlog to an unprecedented $455 billion. Profits were steady, though free cash flow turned negative because of heavy spending on new data centers.“We signed four multi-billion-dollar contracts… RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter and demand for Oracle Cloud Infrastructure continues to build.” Safra Catz, CEOOracle expects its cloud infrastructure revenue to rise sharply to $18 billion this year and much higher in the next few years. The company is betting big that AI and multicloud demand will keep driving
Hello everyone! Today i want to share some trading ideas with you!1.♻️ Waste Management $Waste Management(WM)$ Q2 2025 Highlights:✅ Adj. EPS: $1.92 (beat by $0.03)✅ Revenue: $6.43B (+19% YoY)✅ FCF: $818M (+54%)✅ EBITDA margin: 29.9%Strong landfill & RNG growth driving profits. Dividend, cash flow, and green tailwinds = long-term strength.WM is part of the Quality Investable Universe.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
1. $Novo-Nordisk A/S(NVO)$ IS AN ABSOLUTE MESSToday’s $60B drawdown is one of the most ironic moments I’ve seen. This could’ve played out VERY differently if they had embraced $HIMS instead of dismissing the disruptor building the consumer layer they clearly weren’t ready to own.Novo just lost 5x HIMS’ entire market cap in a single day -- because they underestimated the shift.2. $UnitedHealth(UNH)$ Q2 Earnings 🚨• Sales $11.62B vs Est. $11.59B• EPS $4.08 vs Est. $4.45• Medical Care Ratio: 89.4% -- up +430 bps YoYFY25 Guidance• Sales $447B vs Est. $449B• EPS $16.00 vs Est. $20.90• Medical Care Ratio: 89.3%ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to
Hello everyone! Today i want to share some technical analysis with u!1. $Rocket Lab USA, Inc.(RKLB)$ Rocket Lab?More like rocket fuel. 🚀 +80% YTDImage2. $Bank of America(BAC)$ earnings are out for Q2:~EPS: $0.89 vs $0.87 est~REV: $26.46B vs $26.70B estImage3. $ASML Holding NV(ASML)$ dropping hard in pre-market on earnings print:~EPS: $6.69 vs $5.94 est~REV: $8.721B vs $8.55B estImage4. $Goldman Sachs(GS)$ posts double beat for Q2:~EPS: $10.91 vs $9.48 est~REV: $14.58B vs $13.36B estImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 comm
1) $TransMedics Group, Inc.(TMDX)$ stock is up 2x from recent bottomIn this thread I'll explain you why it remains my second biggest position🧵Image2) For those unfamiliar with the company, TransMedics has developed a groundbreaking technology to improve organ transplant procedures by preserving hearts, lungs, and livers in specialized boxes that keep the organs alive outside the body.Image3) The company has also built an integrated service around this innovation, deploying its own logistics fleet and a team of medical experts to offer a comprehensive, end-to-end solution.Image4) This turnaround comes after a sharp deceleration in growth reported in Q3 of last year, which was followed by a short-seller report that further pressured the stock.5) Des
$Strategy(MSTR)$[Lovely]MSTR is the "Bitcoin ETF with a business intelligence side hustle" —trading at 3.6x Bitcoin leverage (because YOLO), with a 13B Bitcoin stash that makes Saylor the HODL Pope. Bulls call it “digital gold’s hype vessel”; bears say it’s “margin debt cosplaying as a tech stock”.Why crypto zealots drool:BTC hoarder: 214,400 BTC ($13B)—literally Satoshi’s spreadsheet.Leverage lunacy: $2.3B debt to buy dips… Michael Saylor’s “trust me bro” bonds.-95% in 2022? Pfft. Just a ”fire sale on hopium” for true believers.
1.4 Dividend Champions all with a yield over 5%, including two over 6%, and one over 7%. The question is are these yields sustainable. $Altria(MO)$$Polaris(PII)$$Enterprise Products Partners LP(EPD)$$NNN REIT INC(NNN)$ Image2. $UnitedHealth(UNH)$ is a perfect example of a falling knife. If you’ve bitten on the way down the cuts are still coming.Down another 15% today.In this type of market action timing the bottom is a real gamble.If you love the stock bubble on the at down and nibble on its eventual rise up. DCAImageFor whom haven't open CBA can know more from below:🏦 Open a CBA t
$Apple(AAPL)$As for my ideas about apple, i want to cite the words from Munger. "Over the long term, it's hard for a stock to earn a much better return than the business which underlies it." Apple is one of the stock!FCF/Share CAGR: 25.4%Stock Price CAGR: 25.8%The true apple for investment for long term investment!
Which Bank Stocks Will Perform Best in 2025? Here’s my take, blending data and a bit of intuition: Top Pick: JPMorgan Chase (JPM) JPMorgan’s dominance, diversified revenue streams, and ability to capitalize on both NII growth and investment banking make it the safest bet for outperformance. Its 56% gain in 2024 shows momentum, and it’s best positioned for a “cyclical inferno” (as BofA’s Savita Subramanian calls it) driven by Fed cuts, deregulation, and profit acceleration. Strong Contender: Bank of America (BAC) BAC offers a compelling mix of value and growth. At $47, it’s trading below some analyst targets (e.g., $52), and its NII forecast ($15.7 billion by Q4) plus a 2.51% dividend yield suggest total returns could hit 20-27% in 2025, per some X sentiment. It’s less flashy than JPM but a
$ASML Holding NV(ASML)$ lithography system orders hit all time highs last quarter.Yet, the stock is down 25% in the last twelve months.Meanwhile TSMC announced 3 new plants in US and it’s expanding in Japan and EU.They will have to order more systems.Why the hell people keep selling $ASML Holding NV(ASML)$ ?ImageHere is my full investment thesis: 🧵1/ What does ASML do?It's the sole manufacturer of Extreme-Ultraviolet Lithography Machines (EUVL) needed for manufacturing cutting edge chips.In short these are the machines enabling foundries like TSMC to etch microscopic circuits on silicon.Here is how they work:2/ ASML has 100% market share in EUVL.It started developing this technology back in 1990s. It took
Hello everyone! Today i want to share some trading analysis with you!1. $Alphabet(GOOG)$ - Search volume is increasing.- Youtube growth remains robust.- It has the fastest growing cloud unit.Yet, it's trading at its lowest valuation since early 2023.It's literally free money at these levels.Image2.What should investors do?Well, there is no definitive prescription, only some suggestions:- Avoid popular sectors.- Don't overpay for growth.- Overweight defensive businesses.- Diversify into different asset classes.You can't time the crash but you can prepare.Follow me to learn more about analysis!!
Hello everyone! Today i want to share some technical analysis with you!1. $UnitedHealth(UNH)$ released Q4 earnings this morning. Non GAAP EPS came in at $6.81 per share, $0.07 above estimates, on revenue of $100.8B which was a 6.8% increase YoY but missed expectations by $930M.2. $Bank of America(BAC)$ released Q4 earnings this with a double beat. GAAP EPS was $0.82 (beating estimates by $0.05) on revenue of $25.3B, a 15.2% increase YoY and topping analyst expectations by $170M.3. $Morgan Stanley(MS)$ also had a double beat on Q4 earnings today. GAAP EPS was $2.22 (beat by $0.53) on revenue of $16.2B (beat by $1.17B) and was a 25.7% increase YoY.4.The banks are rolli
$Apple(AAPL)$'S MARKET POSITION: TIME TO ACT? 🍏Apple's current stock price of $237.87 with an oversold/overbought score of 32.4% suggests a neutral stance. 📊 Despite its P/E ratio at 39.06, the negative growth rate of -34.1% and a PEG ratio of -1.16 raise questions about future potential. 🤔With a modest dividend yield of 0.43%, investors must weigh growth challenges against long-term innovation prospects.What factors do you think will drive AAPL's next move? [Smart][Smart][Smart]
Hello everyone! Today i want to share some technical analysis with you!1. $Broadcom(AVGO)$ reported Q4 earnings after hours today with Non-GAAP EPS of $1.42 which by estimates by $0.03 on revenue of $14.06B an increase of more than 50% from the prior year. Additionally, AVGO bumped their dividend a healthy 11% to $0.59 from $0.53.2. $Costco(COST)$ announced Q1 earnings today with Non-GAAP EPS of $3.82 topping analyst expectations by $0.03 on revenue of $62.15B (beat by $150M) an increase of 7.5% YoY.3. $Tesla Motors(TSLA)$ has quite the lead on $Rivian Automotive, Inc.(RIVN)$ in terms of total deliveries per year.4.The a
Unveiling the Cybersecurity Leaders Securing AI’s Next Stage 🧐The AI revolution isn’t just the latest and greatest technological upgrade -- it’s about to turn every industry upside down, flooding enterprises with data at a scale once unimaginable. Managing it is daunting. Analyzing it is vital. But protecting it? That’s where the stakes rise to existential levels, which is why cybersecurity remains one of the stickiest thematics within AI, set to take the spotlight during Stage 2 of AI adoption. With AI now woven into daily workflows and business processes, enterprises face a twofold challenge -- scaling operations to match AI’s potential while warding off increasingly sophisticated cyber threats.Let’s start at the edge -- the devices connecting us to the digital world.
1. $JD.com(JD)$ for sharing these updates from a Chat GPT search just now. These images show 4JD has had quite a list of new developments today (in China as of right now), including new AI news. This AI news is what I have been somewhat thinking moves the price but was more focused on the technicals and letting the market figure out what it wants to move on.Either way, some big updates today from the company over in China which is likely going to continue get more attention from investors/traders.Screenshots of a ChatGPT interface displaying text about JD.com. The text lists key developments, including JD.com\'s launch of a digital assistant "Joyin" and new AI product suite, alongside mentions of CEO Xu Lei and stock market updates. Watermarks from
$Oracle(ORCL)$ had a strong quarter, powered mainly by cloud. Revenue went up 12% to $14.9 billion, with cloud services jumping 28%. The company also signed several massive deals, which pushed its backlog to an unprecedented $455 billion. Profits were steady, though free cash flow turned negative because of heavy spending on new data centers.“We signed four multi-billion-dollar contracts… RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter and demand for Oracle Cloud Infrastructure continues to build.” Safra Catz, CEOOracle expects its cloud infrastructure revenue to rise sharply to $18 billion this year and much higher in the next few years. The company is betting big that AI and multicloud demand will keep driving
Hello everyone! Today i want to share some trading ideas with you!1.♻️ Waste Management $Waste Management(WM)$ Q2 2025 Highlights:✅ Adj. EPS: $1.92 (beat by $0.03)✅ Revenue: $6.43B (+19% YoY)✅ FCF: $818M (+54%)✅ EBITDA margin: 29.9%Strong landfill & RNG growth driving profits. Dividend, cash flow, and green tailwinds = long-term strength.WM is part of the Quality Investable Universe.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
1. $Novo-Nordisk A/S(NVO)$ IS AN ABSOLUTE MESSToday’s $60B drawdown is one of the most ironic moments I’ve seen. This could’ve played out VERY differently if they had embraced $HIMS instead of dismissing the disruptor building the consumer layer they clearly weren’t ready to own.Novo just lost 5x HIMS’ entire market cap in a single day -- because they underestimated the shift.2. $UnitedHealth(UNH)$ Q2 Earnings 🚨• Sales $11.62B vs Est. $11.59B• EPS $4.08 vs Est. $4.45• Medical Care Ratio: 89.4% -- up +430 bps YoYFY25 Guidance• Sales $447B vs Est. $449B• EPS $16.00 vs Est. $20.90• Medical Care Ratio: 89.3%ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to
1) $TransMedics Group, Inc.(TMDX)$ stock is up 2x from recent bottomIn this thread I'll explain you why it remains my second biggest position🧵Image2) For those unfamiliar with the company, TransMedics has developed a groundbreaking technology to improve organ transplant procedures by preserving hearts, lungs, and livers in specialized boxes that keep the organs alive outside the body.Image3) The company has also built an integrated service around this innovation, deploying its own logistics fleet and a team of medical experts to offer a comprehensive, end-to-end solution.Image4) This turnaround comes after a sharp deceleration in growth reported in Q3 of last year, which was followed by a short-seller report that further pressured the stock.5) Des
Hello everyone! Today i want to share some technical analysis with u!1. $Rocket Lab USA, Inc.(RKLB)$ Rocket Lab?More like rocket fuel. 🚀 +80% YTDImage2. $Bank of America(BAC)$ earnings are out for Q2:~EPS: $0.89 vs $0.87 est~REV: $26.46B vs $26.70B estImage3. $ASML Holding NV(ASML)$ dropping hard in pre-market on earnings print:~EPS: $6.69 vs $5.94 est~REV: $8.721B vs $8.55B estImage4. $Goldman Sachs(GS)$ posts double beat for Q2:~EPS: $10.91 vs $9.48 est~REV: $14.58B vs $13.36B estImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 comm
$Strategy(MSTR)$[Lovely]MSTR is the "Bitcoin ETF with a business intelligence side hustle" —trading at 3.6x Bitcoin leverage (because YOLO), with a 13B Bitcoin stash that makes Saylor the HODL Pope. Bulls call it “digital gold’s hype vessel”; bears say it’s “margin debt cosplaying as a tech stock”.Why crypto zealots drool:BTC hoarder: 214,400 BTC ($13B)—literally Satoshi’s spreadsheet.Leverage lunacy: $2.3B debt to buy dips… Michael Saylor’s “trust me bro” bonds.-95% in 2022? Pfft. Just a ”fire sale on hopium” for true believers.
1.4 Dividend Champions all with a yield over 5%, including two over 6%, and one over 7%. The question is are these yields sustainable. $Altria(MO)$$Polaris(PII)$$Enterprise Products Partners LP(EPD)$$NNN REIT INC(NNN)$ Image2. $UnitedHealth(UNH)$ is a perfect example of a falling knife. If you’ve bitten on the way down the cuts are still coming.Down another 15% today.In this type of market action timing the bottom is a real gamble.If you love the stock bubble on the at down and nibble on its eventual rise up. DCAImageFor whom haven't open CBA can know more from below:🏦 Open a CBA t
$ASML Holding NV(ASML)$ lithography system orders hit all time highs last quarter.Yet, the stock is down 25% in the last twelve months.Meanwhile TSMC announced 3 new plants in US and it’s expanding in Japan and EU.They will have to order more systems.Why the hell people keep selling $ASML Holding NV(ASML)$ ?ImageHere is my full investment thesis: 🧵1/ What does ASML do?It's the sole manufacturer of Extreme-Ultraviolet Lithography Machines (EUVL) needed for manufacturing cutting edge chips.In short these are the machines enabling foundries like TSMC to etch microscopic circuits on silicon.Here is how they work:2/ ASML has 100% market share in EUVL.It started developing this technology back in 1990s. It took
Which Bank Stocks Will Perform Best in 2025? Here’s my take, blending data and a bit of intuition: Top Pick: JPMorgan Chase (JPM) JPMorgan’s dominance, diversified revenue streams, and ability to capitalize on both NII growth and investment banking make it the safest bet for outperformance. Its 56% gain in 2024 shows momentum, and it’s best positioned for a “cyclical inferno” (as BofA’s Savita Subramanian calls it) driven by Fed cuts, deregulation, and profit acceleration. Strong Contender: Bank of America (BAC) BAC offers a compelling mix of value and growth. At $47, it’s trading below some analyst targets (e.g., $52), and its NII forecast ($15.7 billion by Q4) plus a 2.51% dividend yield suggest total returns could hit 20-27% in 2025, per some X sentiment. It’s less flashy than JPM but a
$Apple(AAPL)$As for my ideas about apple, i want to cite the words from Munger. "Over the long term, it's hard for a stock to earn a much better return than the business which underlies it." Apple is one of the stock!FCF/Share CAGR: 25.4%Stock Price CAGR: 25.8%The true apple for investment for long term investment!
Hello everyone! Today i want to share some trading analysis with you!1. $Alphabet(GOOG)$ - Search volume is increasing.- Youtube growth remains robust.- It has the fastest growing cloud unit.Yet, it's trading at its lowest valuation since early 2023.It's literally free money at these levels.Image2.What should investors do?Well, there is no definitive prescription, only some suggestions:- Avoid popular sectors.- Don't overpay for growth.- Overweight defensive businesses.- Diversify into different asset classes.You can't time the crash but you can prepare.Follow me to learn more about analysis!!
Hello everyone! Today i want to share some technical analysis with you!1. $UnitedHealth(UNH)$ released Q4 earnings this morning. Non GAAP EPS came in at $6.81 per share, $0.07 above estimates, on revenue of $100.8B which was a 6.8% increase YoY but missed expectations by $930M.2. $Bank of America(BAC)$ released Q4 earnings this with a double beat. GAAP EPS was $0.82 (beating estimates by $0.05) on revenue of $25.3B, a 15.2% increase YoY and topping analyst expectations by $170M.3. $Morgan Stanley(MS)$ also had a double beat on Q4 earnings today. GAAP EPS was $2.22 (beat by $0.53) on revenue of $16.2B (beat by $1.17B) and was a 25.7% increase YoY.4.The banks are rolli
$Apple(AAPL)$'S MARKET POSITION: TIME TO ACT? 🍏Apple's current stock price of $237.87 with an oversold/overbought score of 32.4% suggests a neutral stance. 📊 Despite its P/E ratio at 39.06, the negative growth rate of -34.1% and a PEG ratio of -1.16 raise questions about future potential. 🤔With a modest dividend yield of 0.43%, investors must weigh growth challenges against long-term innovation prospects.What factors do you think will drive AAPL's next move? [Smart][Smart][Smart]
Hello everyone! Today i want to share some technical analysis with you!1. $Broadcom(AVGO)$ reported Q4 earnings after hours today with Non-GAAP EPS of $1.42 which by estimates by $0.03 on revenue of $14.06B an increase of more than 50% from the prior year. Additionally, AVGO bumped their dividend a healthy 11% to $0.59 from $0.53.2. $Costco(COST)$ announced Q1 earnings today with Non-GAAP EPS of $3.82 topping analyst expectations by $0.03 on revenue of $62.15B (beat by $150M) an increase of 7.5% YoY.3. $Tesla Motors(TSLA)$ has quite the lead on $Rivian Automotive, Inc.(RIVN)$ in terms of total deliveries per year.4.The a