• OguzO CapitalistOguzO Capitalist
      ·07-25 15:54

      GOOG is Leading the AI Race

      1/ $Alphabet(GOOG)$ is the cheapest mega-cap stock now.Cloud business is exploding, search remains strong, and Gemini is nearing 500 million monthly active users.Here is my GOOG investment case: 🧵2/ The business is exploding...In the last quarter, they beat estimates in every growth metric.This is a $2.3 trillion business, casually posting 14% YoY revenue growth.Yet, the market still drastically undervalues it. Here is why:Image3.3/ Search is not going anywhere.'Search is dying' is a narrative that's been around since ChatGPT was launched in late 2022.Search revenue grew 12% YoY last quarter.What's better is that the search volume is still growing.AI overviews drove 10% growth in search volume.Image4/ GOOG search will remain as a cash-cow.It gener
      2.29K1
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      GOOG is Leading the AI Race
    • 8899Nar8899Nar
      ·07-24 11:12

      IS GOOGL A BUY AFTER Q2 EARNINGS?

      $Alphabet(GOOG)$ Let's look at my simple valuation model:PRICE TARGET: $245POTENTIAL UPSIDE: +25% ✅ASSUMPTIONS:LTM Revenue: $371.399B5Y Revenue CAGR: 10%2030 Profit Margin: 30%2030 PE Ratio: 22Shares outstanding: 12.198BShares reduction: 2%/year VALUATION:Q2 2030 $GOOGL Share Price =371.399 * (1.10)^5 * 0.30 * 22 /[12.198 * (0.98)^5] = 358$You can now choose the discount rate that you prefer, for Google I want to use 10%. ACTUAL PRICE: $196FAIR VALUE: $2221Y PRICE TARGET: $245POTENTIAL UPSIDE: +25%EXPECTED RETURNS: 12.8%/yearDIVIDEND YIELD: 0.4%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 ou
      137Comment
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      IS GOOGL A BUY AFTER Q2 EARNINGS?
    • OguzO CapitalistOguzO Capitalist
      ·07-24 11:07

      OSCR Will be an at Least $30 Stock Next

      Hello everyone! Today i want to share some trading ideas with you!1. $Oscar Health, Inc.(OSCR)$ is ripping!You were warned.Rising MLR is incidental, it’s industry wide. We are still having post-Covid repercussions.Look at $UnitedHealth(UNH)$ . It accurately predicted MLR before 2023, while MLR exceeded its predictions in 2024.The whole industry, including OSCR, are having the same problem.Once they bid up for the next year and medical inflation declines, MLR will pull back and OSCR net income will hit the targets.This is why top-line growth was the most important thing for OSCR and it’s expecting 35% growth this year.This will be an at least $30 stock next year!ImageFor whom haven't open CBA can know more
      2.69KComment
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      OSCR Will be an at Least $30 Stock Next
    • Jake_WujastykJake_Wujastyk
      ·07-24 10:56

      BABA, AAPL, CELH, BULL& OPEN Enjoy Great Recovery Here!

      Hello everyone! Today i want to share some technical analysis with you!1. $Opendoor Technologies Inc(OPEN)$ Moving nicely after hours. Not shocking considering the volume gap up to $3 which means there isn't much supply above currently.Image2. $Webull Corp(BULL)$ Breakout.Image3. $Celsius Holdings, Inc.(CELH)$ May be time here....Image4. $Apple(AAPL)$ Launch it.Image5. $Alibaba(BABA)$ PeekabooImageFor 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 ET
      1.69K2
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      BABA, AAPL, CELH, BULL& OPEN Enjoy Great Recovery Here!
    • TrendSpiderTrendSpider
      ·07-24 10:45

      GPRO, JPM, AEO, OKLO& ARM Enjoy Great Rebound NOW!

      Hello everyone! Today i want to share some technical analysis with you!1. $ARM Holdings(ARM)$ army where you at? 🫡Image2. $Oklo Inc.(OKLO)$ Looks ready to go full Oppenheimer. ☢️Image3. $American Eagle Outfitters(AEO)$ Sydney Sweeney debuted a new campaign for American Eagle today.Someone posted about it on WallStreetBets, and the stock is up +25% in after hours.Sign of the times, huh? 😅 Image4. $JPMorgan Chase(JPM)$ It's a shame Jamie Dimon is such a doomer...His stock couldn’t look more bullish. 🐂Image5. $GoPro(GPRO)$ Anotha One. 🍋ImageFor whom haven't open CBA can know more from
      669Comment
      Report
      GPRO, JPM, AEO, OKLO& ARM Enjoy Great Rebound NOW!
    • OguzO CapitalistOguzO Capitalist
      ·07-23

      OSCR: Outperformed ER

      1. $Oscar Health, Inc.(OSCR)$ with preliminary earnings and revisions to guidance for 2025:- Revenue target raised to $12B - Expected EBITDA loss is $130M- MLR raised to 86% from 81%They are filing for price increases in 98% of marketplaces.OSCR +7% pre-marjet.They are navigating.Image2.You gotta have the right perspective about OSCR.Raising top-line guidance while legacy healthcare loses the ground is INSANE.Rising MLR is incidental and industry wide, nothing special to OSCR.Despite the headwinds, they kept the 2027 guidance.This is called execution.ImageFor 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 unlimite
      1.31K1
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      OSCR: Outperformed ER
    • tomthetrader1tomthetrader1
      ·07-23

      ARKK Continues to Look Hot!

      Hello everyone! Today i want to share some trading ideas with you!1.Markets continue to look hot. $ARK Innovation ETF(ARKK)$ 6230 is the level to hold on the S&P 500, until that breaks there is limited reason to be bearish. Looking ahead towards August & September is some seasonal weakness. Seasonality is never a certainty— but I pay attention. August / September could be a sideways consolidation that gives this rally a pause and cools sentiment & positioning. That would be a wonderful setup into the final three months of the year. ARKK has served well to capture outperformance, I think 90-100 remains in the cards for this trade.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,0
      516Comment
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      ARKK Continues to Look Hot!
    • TrendSpiderTrendSpider
      ·07-23

      DNUT, HOOD, COIN, OSCR& JNJ Welcome Great Recovery Here!

      Hello everyone! Today i want to share some techncial analysisi with you!1. $Johnson & Johnson(JNJ)$ From our Recent Power Gap Scan:JNJ bulls gunning for new 52-week highs after a strong Q2 print. 🔫Image2. $Bitcoin(BTC.USD.CC)$ Who's ready for round two? 👀Image3. $Oscar Health, Inc.(OSCR)$ Bullish engulfing day after sweeping out prior month's low?Textbook reversal setup here. 🐂Image4.Small-caps are sending. $Robinhood(HOOD)$ and $Coinbase Global, Inc.(COIN)$ on fire. $Webull Corp(BULL)$ might be the perfect proxy at the perfect
      1.14K1
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      DNUT, HOOD, COIN, OSCR& JNJ Welcome Great Recovery Here!
    • OguzO CapitalistOguzO Capitalist
      ·07-21

      Buying This Growth Stock With 3x Potential!

      Never invest in the present, always invest in the future—says Stanley Druckenmiller.This one sentence perhaps best summarizes the nature of investment returns.Everybody likes profitable businesses that are still growing fast. Yet, when it’s obvious that this is the case, the price is generally in the sky already. Most future growth is priced in, and there is not much money left in it to be made.Conversely, those who invest before it’s obvious make insane amounts of money.For most companies, you have plenty of opportunity to invest before the inflection point. If you look right, you can see it coming and invest before the masses.First, unit economics drastically improve; then operating cash flow shifts positive and GAAP profitability follows— when it happens, the stock price skyrockets.Resu
      3.47KComment
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      Buying This Growth Stock With 3x Potential!
    • ShayBoloorShayBoloor
      ·07-21

      OSCR: Why I don't Own it?

      I see a lot of messages asking if I own $Oscar Health, Inc.(OSCR)$ . I don’t.I’m a thematic investor. I focus on sectors where I have deep conviction -- where the outcomes feel exponential, not incremental. That usually means AI infra, space, quantum, data platforms, automation layers. Insurance has never really fit that profile for me. It’s complex, low-margin, and full of incumbents that win by being opaque, not efficient.But here’s the thing -- I still track Oscar. Closely.Because every now and then, a company shows up in a broken system and actually tries to fix it. With software that nudges human behavior in the right direction -- like routing members away from the ER and toward urgent care. Or matching patients to lower-complication provider
      1.16KComment
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      OSCR: Why I don't Own it?
    • Jake_WujastykJake_Wujastyk
      ·07-21

      NIO, BABA, JD, AAPL& TSLA Enjoy Great Prosperity NOW!

      Hello everyone! Today i want to share some technical analysis with you!1. $NIO Inc.(NIO)$ Nearing the September '24 pivot VWAP zone which was been the main level of resistance over the last 10 months. A break & close above would be a huge change in the status quo here.Image2. $Tesla Motors(TSLA)$ Coiled up like a spring.Image3. $Apple(AAPL)$ Bull flagging into the volume shelf. Generally a very bullish setup.Image4. $Alibaba(BABA)$ Extremely similar setup to earlier this year... same seasonal strength as January as well...Image5. $JD.com(JD)$ Volume gap up to $40...ImageFor who
      3.14K1
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      NIO, BABA, JD, AAPL& TSLA Enjoy Great Prosperity NOW!
    • TrendSpiderTrendSpider
      ·07-21

      ETH, PLTR, RIOT, AAPL& AMD Welcome Upward Momentum Now?

      Hello everyone! Today i want to share some technical analysis with you!1. $Riot Platforms(RIOT)$ Have you ever seen a more beautiful monthly setup?🤤Image2. $Apple(AAPL)$ Lagging the mega-caps.Down 15% YTD.Just 8.5% odds of reclaiming the top spot.Has sentiment on AAPL hit rock bottom yet?Image3. $Advanced Micro Devices(AMD)$ Only two insider buys on AMD in the past year, both timed near the bottom.There’s a lesson in there. 💸Image4. $Palantir Technologies Inc.(PLTR)$ Lofty valuation.Insiders dumping.Still no brakes on this train. Image5. $Ethereum(ETH.USD.CC)$ Ethereum havi
      9531
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      ETH, PLTR, RIOT, AAPL& AMD Welcome Upward Momentum Now?
    • InvestKakiInvestKaki
      ·07-20

      The Nvidia-TSMC Connection

      Well, $NVIDIA(NVDA)$ just got a BIG news this week.Donald ‘Tariff’ Trump has agreed to let Nvidia export its chips to China. And that could be huge for Nvidia, and other countries that are closely related.And by closely-related, I mean $Taiwan Semiconductor Manufacturing(TSM)$ , which supplies a lot of the chips to Nvidia.This week, we take a look at these developments and how Nvidia and TSMC could be on the cusp of a meteoric rise.Do you know what’s the surprising thing?About 18% of Nvidia’s revenue comes from Singapore, with 13% and 16% coming from China and Taiwan respectively.I am sure you all would have heard about the fact that the Trump has allowed Nvidia to sell its chips to China again.While we ha
      139Comment
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      The Nvidia-TSMC Connection
    • OguzO CapitalistOguzO Capitalist
      ·07-20

      Here is Why UNH is an Asymmetric Opportunity Now

      1/ $UnitedHealth(UNH)$ is one of my highest conviction stocks for the next 5 years.It is an easy 3x from the current levels.Here is why UNH is an asymmetric opportunity now: 🧵2/ $UnitedHealth(UNH)$ is dominating healthcare in the US.As a group, UnitedHealth owns:- Largest health insurer in the US- Largest care delivery network- Largest pharmacy benefit managerThese businesses are integrated under one roof, making it a vertically integrated giant.Image3/ Its vertical integration allows it to keep more money in the system compared to the competitors.Clients pay policy premiums to UnitedHealthcare.When they need health services, they primarily use Optum.UnitedHealthcare pays Optum, thus UNH group avoids premiu
      5.76K1
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      Here is Why UNH is an Asymmetric Opportunity Now
    • ShayBoloorShayBoloor
      ·07-20

      GOOGL FEELS A LOT LIKE MSFT IN 2013

      $Microsoft(MSFT)$ Everyone keeps parroting the idea that AI is going to kill Google Search.Sure -- the era of printing cash off blue-link ads is winding down. That part’s real.But $Alphabet(GOOG)$ isn’t just a search engine. It’s the OS of the digital workday: Gmail, Docs, Sheets, Meet, Drive, Chrome, Android. That’s where people live -- and Gemini is being quietly embedded into every inch of that stack.The shift from clicks to tokens is already underway:• Gemini costs $20–30/user/month in Workspace. Flat-rate for now, but you think usage-based pricing isn’t coming?• Vertex AI? Already monetized per token.• Gemini for Ads? Actively testing AI-generated copy, headlines & creative -- every variation = t
      4.61K2
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      GOOGL FEELS A LOT LIKE MSFT IN 2013
    • ShayBoloorShayBoloor
      ·07-20

      HOW I BUILT A 96% CAGR SMALL-CAP PORTFOLIO

      The small-cap world is full of noise -- pump-and-dumps, zero-revenue shells, Discord-driven hype cycles. Fundamentals get ignored, and what passes for “research” is often just recycled speculation. No institutional-lever research. No framework for finding what actually matters.That’s why I launched this portfolio three years ago -- to chase momentum or spin up a content engine, but to bring real structure to a chaotic corner of the market. I wanted to treat sub-$4B companies with the same rigor you'd expect further up the cap stack. A roadmap for how to find the ones that actually build -- with real product, real IP, and long enough runways to become foundational.This was never about “what’s hot.” It was about “what lasts.” I wasn’t looking for names that could just go up -- I was looking
      4.18KComment
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      HOW I BUILT A 96% CAGR SMALL-CAP PORTFOLIO
    • Jake_WujastykJake_Wujastyk
      ·07-20

      HSI, .SPX, BABA, JD& SBET Welcome Recovery Momentum!

      Hello everyone! Today i want to share some technical analysis with you!1. $SharpLink Gaming(SBET)$ Talk about a launchpad...This could potentially pull an SBET type move.Image2. $JD.com(JD)$ Beautiful setup on the monthly candle.Image3. $Alibaba(BABA)$ When in doubt, zoom out.Image4. $S&P 500(.SPX)$ Weekend update. After a slight pullback today from the open, we are back to pretty much even on the day. Overall, a daily close above the previous high of $627.86 technically triggers the next upside target which is the 1.618 extension of the July 15-16th measured move at $633.92. The weekly candle chart is showing a volume
      1.98K1
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      HSI, .SPX, BABA, JD& SBET Welcome Recovery Momentum!
    • TrendSpiderTrendSpider
      ·07-20

      BA, MP, GOOG, AMZN& OKLO Enjoy Great Potential to Buy!

      Hello everyone! Today i want to share some technical analysis with you!1. $Oklo Inc.(OKLO)$ Setup just keeps looking better and better. 🤩Image2. $Amazon.com(AMZN)$ Wicks do the damage, bodies tell the story. Image3.Another bear trap loading? 🐻🪤 $Alphabet(GOOG)$ | $NVIDIA(NVDA)$ Image4. $MP Materials Corp.(MP)$ Back-to-back highest volume weeks ever.Does this move look finished to you? 🚀Image5. $Boeing(BA)$ +6-year triangle breakout, anyone? 🛫ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of u
      1.42KComment
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      BA, MP, GOOG, AMZN& OKLO Enjoy Great Potential to Buy!
    • OguzO CapitalistOguzO Capitalist
      ·07-17

      Here is my Full ASML Investment Thesis

      $ASML Holding NV(ASML)$ was once a market darling, but now it gets garbage treatment.Yet, its order book has reached all-time highs, the business is still growing fast, and it's heavily buying back stock.Here is my full ASML investment thesis: 🧵1/ASML is a pure blood monopoly.It's the single manufacturer of Extreme Ultraviolet Lithography (EUVL) machines essential to manufacturing cutting-edge chips.Foundries like $Taiwan Semiconductor Manufacturing(TSM)$ use these machines to embed microscopic circuits into silicon.2/ ASML controls %100 of the global EUVL market.ASML started in collaboration with Intel back in the 1990s.It took 20 years to make a working prototype.An EUVL machine takes: - Four months. - 1
      2.08KComment
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      Here is my Full ASML Investment Thesis
    • ShayBoloorShayBoloor
      ·07-17

      PENTAGON ACCELERATES DRONE DEVELOPMENT

      18 U.S. prototypes built in 18 months -- a major leap from the typical 6-year cycle.Names to watch:1. $Archer Aviation Inc.(ACHR)$ -- urban air mobility & defense logistics2. $Ondas Holdings Inc.(ONDS)$ -- secure networks for drone comms3. $Red Cat Holdings Inc.(RCAT)$ -- field drones for ISR & tactical ops4. $Enovix Corporation(ENVX)$ -- high-density batteries for next-gen drones5. $Kratos Defense & Security Solutions(KTOS)$ -- scaled unmanned defense systems6. $Unusual Machines Inc(UMAC)$ -- autonomous fleet command &
      1.57KComment
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      PENTAGON ACCELERATES DRONE DEVELOPMENT
    • OguzO CapitalistOguzO Capitalist
      ·07-25 15:54

      GOOG is Leading the AI Race

      1/ $Alphabet(GOOG)$ is the cheapest mega-cap stock now.Cloud business is exploding, search remains strong, and Gemini is nearing 500 million monthly active users.Here is my GOOG investment case: 🧵2/ The business is exploding...In the last quarter, they beat estimates in every growth metric.This is a $2.3 trillion business, casually posting 14% YoY revenue growth.Yet, the market still drastically undervalues it. Here is why:Image3.3/ Search is not going anywhere.'Search is dying' is a narrative that's been around since ChatGPT was launched in late 2022.Search revenue grew 12% YoY last quarter.What's better is that the search volume is still growing.AI overviews drove 10% growth in search volume.Image4/ GOOG search will remain as a cash-cow.It gener
      2.29K1
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      GOOG is Leading the AI Race
    • OguzO CapitalistOguzO Capitalist
      ·07-24 11:07

      OSCR Will be an at Least $30 Stock Next

      Hello everyone! Today i want to share some trading ideas with you!1. $Oscar Health, Inc.(OSCR)$ is ripping!You were warned.Rising MLR is incidental, it’s industry wide. We are still having post-Covid repercussions.Look at $UnitedHealth(UNH)$ . It accurately predicted MLR before 2023, while MLR exceeded its predictions in 2024.The whole industry, including OSCR, are having the same problem.Once they bid up for the next year and medical inflation declines, MLR will pull back and OSCR net income will hit the targets.This is why top-line growth was the most important thing for OSCR and it’s expecting 35% growth this year.This will be an at least $30 stock next year!ImageFor whom haven't open CBA can know more
      2.69KComment
      Report
      OSCR Will be an at Least $30 Stock Next
    • TrendSpiderTrendSpider
      ·07-24 10:45

      GPRO, JPM, AEO, OKLO& ARM Enjoy Great Rebound NOW!

      Hello everyone! Today i want to share some technical analysis with you!1. $ARM Holdings(ARM)$ army where you at? 🫡Image2. $Oklo Inc.(OKLO)$ Looks ready to go full Oppenheimer. ☢️Image3. $American Eagle Outfitters(AEO)$ Sydney Sweeney debuted a new campaign for American Eagle today.Someone posted about it on WallStreetBets, and the stock is up +25% in after hours.Sign of the times, huh? 😅 Image4. $JPMorgan Chase(JPM)$ It's a shame Jamie Dimon is such a doomer...His stock couldn’t look more bullish. 🐂Image5. $GoPro(GPRO)$ Anotha One. 🍋ImageFor whom haven't open CBA can know more from
      669Comment
      Report
      GPRO, JPM, AEO, OKLO& ARM Enjoy Great Rebound NOW!
    • Jake_WujastykJake_Wujastyk
      ·07-24 10:56

      BABA, AAPL, CELH, BULL& OPEN Enjoy Great Recovery Here!

      Hello everyone! Today i want to share some technical analysis with you!1. $Opendoor Technologies Inc(OPEN)$ Moving nicely after hours. Not shocking considering the volume gap up to $3 which means there isn't much supply above currently.Image2. $Webull Corp(BULL)$ Breakout.Image3. $Celsius Holdings, Inc.(CELH)$ May be time here....Image4. $Apple(AAPL)$ Launch it.Image5. $Alibaba(BABA)$ PeekabooImageFor 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 ET
      1.69K2
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      BABA, AAPL, CELH, BULL& OPEN Enjoy Great Recovery Here!
    • 8899Nar8899Nar
      ·07-24 11:12

      IS GOOGL A BUY AFTER Q2 EARNINGS?

      $Alphabet(GOOG)$ Let's look at my simple valuation model:PRICE TARGET: $245POTENTIAL UPSIDE: +25% ✅ASSUMPTIONS:LTM Revenue: $371.399B5Y Revenue CAGR: 10%2030 Profit Margin: 30%2030 PE Ratio: 22Shares outstanding: 12.198BShares reduction: 2%/year VALUATION:Q2 2030 $GOOGL Share Price =371.399 * (1.10)^5 * 0.30 * 22 /[12.198 * (0.98)^5] = 358$You can now choose the discount rate that you prefer, for Google I want to use 10%. ACTUAL PRICE: $196FAIR VALUE: $2221Y PRICE TARGET: $245POTENTIAL UPSIDE: +25%EXPECTED RETURNS: 12.8%/yearDIVIDEND YIELD: 0.4%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 ou
      137Comment
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      IS GOOGL A BUY AFTER Q2 EARNINGS?
    • TrendSpiderTrendSpider
      ·07-23

      DNUT, HOOD, COIN, OSCR& JNJ Welcome Great Recovery Here!

      Hello everyone! Today i want to share some techncial analysisi with you!1. $Johnson & Johnson(JNJ)$ From our Recent Power Gap Scan:JNJ bulls gunning for new 52-week highs after a strong Q2 print. 🔫Image2. $Bitcoin(BTC.USD.CC)$ Who's ready for round two? 👀Image3. $Oscar Health, Inc.(OSCR)$ Bullish engulfing day after sweeping out prior month's low?Textbook reversal setup here. 🐂Image4.Small-caps are sending. $Robinhood(HOOD)$ and $Coinbase Global, Inc.(COIN)$ on fire. $Webull Corp(BULL)$ might be the perfect proxy at the perfect
      1.14K1
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      DNUT, HOOD, COIN, OSCR& JNJ Welcome Great Recovery Here!
    • tomthetrader1tomthetrader1
      ·07-23

      ARKK Continues to Look Hot!

      Hello everyone! Today i want to share some trading ideas with you!1.Markets continue to look hot. $ARK Innovation ETF(ARKK)$ 6230 is the level to hold on the S&P 500, until that breaks there is limited reason to be bearish. Looking ahead towards August & September is some seasonal weakness. Seasonality is never a certainty— but I pay attention. August / September could be a sideways consolidation that gives this rally a pause and cools sentiment & positioning. That would be a wonderful setup into the final three months of the year. ARKK has served well to capture outperformance, I think 90-100 remains in the cards for this trade.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,0
      516Comment
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      ARKK Continues to Look Hot!
    • OguzO CapitalistOguzO Capitalist
      ·07-23

      OSCR: Outperformed ER

      1. $Oscar Health, Inc.(OSCR)$ with preliminary earnings and revisions to guidance for 2025:- Revenue target raised to $12B - Expected EBITDA loss is $130M- MLR raised to 86% from 81%They are filing for price increases in 98% of marketplaces.OSCR +7% pre-marjet.They are navigating.Image2.You gotta have the right perspective about OSCR.Raising top-line guidance while legacy healthcare loses the ground is INSANE.Rising MLR is incidental and industry wide, nothing special to OSCR.Despite the headwinds, they kept the 2027 guidance.This is called execution.ImageFor 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 unlimite
      1.31K1
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      OSCR: Outperformed ER
    • OguzO CapitalistOguzO Capitalist
      ·07-21

      Buying This Growth Stock With 3x Potential!

      Never invest in the present, always invest in the future—says Stanley Druckenmiller.This one sentence perhaps best summarizes the nature of investment returns.Everybody likes profitable businesses that are still growing fast. Yet, when it’s obvious that this is the case, the price is generally in the sky already. Most future growth is priced in, and there is not much money left in it to be made.Conversely, those who invest before it’s obvious make insane amounts of money.For most companies, you have plenty of opportunity to invest before the inflection point. If you look right, you can see it coming and invest before the masses.First, unit economics drastically improve; then operating cash flow shifts positive and GAAP profitability follows— when it happens, the stock price skyrockets.Resu
      3.47KComment
      Report
      Buying This Growth Stock With 3x Potential!
    • OguzO CapitalistOguzO Capitalist
      ·07-20

      Here is Why UNH is an Asymmetric Opportunity Now

      1/ $UnitedHealth(UNH)$ is one of my highest conviction stocks for the next 5 years.It is an easy 3x from the current levels.Here is why UNH is an asymmetric opportunity now: 🧵2/ $UnitedHealth(UNH)$ is dominating healthcare in the US.As a group, UnitedHealth owns:- Largest health insurer in the US- Largest care delivery network- Largest pharmacy benefit managerThese businesses are integrated under one roof, making it a vertically integrated giant.Image3/ Its vertical integration allows it to keep more money in the system compared to the competitors.Clients pay policy premiums to UnitedHealthcare.When they need health services, they primarily use Optum.UnitedHealthcare pays Optum, thus UNH group avoids premiu
      5.76K1
      Report
      Here is Why UNH is an Asymmetric Opportunity Now
    • ShayBoloorShayBoloor
      ·07-20

      HOW I BUILT A 96% CAGR SMALL-CAP PORTFOLIO

      The small-cap world is full of noise -- pump-and-dumps, zero-revenue shells, Discord-driven hype cycles. Fundamentals get ignored, and what passes for “research” is often just recycled speculation. No institutional-lever research. No framework for finding what actually matters.That’s why I launched this portfolio three years ago -- to chase momentum or spin up a content engine, but to bring real structure to a chaotic corner of the market. I wanted to treat sub-$4B companies with the same rigor you'd expect further up the cap stack. A roadmap for how to find the ones that actually build -- with real product, real IP, and long enough runways to become foundational.This was never about “what’s hot.” It was about “what lasts.” I wasn’t looking for names that could just go up -- I was looking
      4.18KComment
      Report
      HOW I BUILT A 96% CAGR SMALL-CAP PORTFOLIO
    • ShayBoloorShayBoloor
      ·07-20

      GOOGL FEELS A LOT LIKE MSFT IN 2013

      $Microsoft(MSFT)$ Everyone keeps parroting the idea that AI is going to kill Google Search.Sure -- the era of printing cash off blue-link ads is winding down. That part’s real.But $Alphabet(GOOG)$ isn’t just a search engine. It’s the OS of the digital workday: Gmail, Docs, Sheets, Meet, Drive, Chrome, Android. That’s where people live -- and Gemini is being quietly embedded into every inch of that stack.The shift from clicks to tokens is already underway:• Gemini costs $20–30/user/month in Workspace. Flat-rate for now, but you think usage-based pricing isn’t coming?• Vertex AI? Already monetized per token.• Gemini for Ads? Actively testing AI-generated copy, headlines & creative -- every variation = t
      4.61K2
      Report
      GOOGL FEELS A LOT LIKE MSFT IN 2013
    • ShayBoloorShayBoloor
      ·07-21

      OSCR: Why I don't Own it?

      I see a lot of messages asking if I own $Oscar Health, Inc.(OSCR)$ . I don’t.I’m a thematic investor. I focus on sectors where I have deep conviction -- where the outcomes feel exponential, not incremental. That usually means AI infra, space, quantum, data platforms, automation layers. Insurance has never really fit that profile for me. It’s complex, low-margin, and full of incumbents that win by being opaque, not efficient.But here’s the thing -- I still track Oscar. Closely.Because every now and then, a company shows up in a broken system and actually tries to fix it. With software that nudges human behavior in the right direction -- like routing members away from the ER and toward urgent care. Or matching patients to lower-complication provider
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      OSCR: Why I don't Own it?
    • TrendSpiderTrendSpider
      ·07-21

      ETH, PLTR, RIOT, AAPL& AMD Welcome Upward Momentum Now?

      Hello everyone! Today i want to share some technical analysis with you!1. $Riot Platforms(RIOT)$ Have you ever seen a more beautiful monthly setup?🤤Image2. $Apple(AAPL)$ Lagging the mega-caps.Down 15% YTD.Just 8.5% odds of reclaiming the top spot.Has sentiment on AAPL hit rock bottom yet?Image3. $Advanced Micro Devices(AMD)$ Only two insider buys on AMD in the past year, both timed near the bottom.There’s a lesson in there. 💸Image4. $Palantir Technologies Inc.(PLTR)$ Lofty valuation.Insiders dumping.Still no brakes on this train. Image5. $Ethereum(ETH.USD.CC)$ Ethereum havi
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      ETH, PLTR, RIOT, AAPL& AMD Welcome Upward Momentum Now?
    • Jake_WujastykJake_Wujastyk
      ·07-21

      NIO, BABA, JD, AAPL& TSLA Enjoy Great Prosperity NOW!

      Hello everyone! Today i want to share some technical analysis with you!1. $NIO Inc.(NIO)$ Nearing the September '24 pivot VWAP zone which was been the main level of resistance over the last 10 months. A break & close above would be a huge change in the status quo here.Image2. $Tesla Motors(TSLA)$ Coiled up like a spring.Image3. $Apple(AAPL)$ Bull flagging into the volume shelf. Generally a very bullish setup.Image4. $Alibaba(BABA)$ Extremely similar setup to earlier this year... same seasonal strength as January as well...Image5. $JD.com(JD)$ Volume gap up to $40...ImageFor who
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      NIO, BABA, JD, AAPL& TSLA Enjoy Great Prosperity NOW!
    • InvestKakiInvestKaki
      ·07-20

      The Nvidia-TSMC Connection

      Well, $NVIDIA(NVDA)$ just got a BIG news this week.Donald ‘Tariff’ Trump has agreed to let Nvidia export its chips to China. And that could be huge for Nvidia, and other countries that are closely related.And by closely-related, I mean $Taiwan Semiconductor Manufacturing(TSM)$ , which supplies a lot of the chips to Nvidia.This week, we take a look at these developments and how Nvidia and TSMC could be on the cusp of a meteoric rise.Do you know what’s the surprising thing?About 18% of Nvidia’s revenue comes from Singapore, with 13% and 16% coming from China and Taiwan respectively.I am sure you all would have heard about the fact that the Trump has allowed Nvidia to sell its chips to China again.While we ha
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      The Nvidia-TSMC Connection
    • Jake_WujastykJake_Wujastyk
      ·07-20

      HSI, .SPX, BABA, JD& SBET Welcome Recovery Momentum!

      Hello everyone! Today i want to share some technical analysis with you!1. $SharpLink Gaming(SBET)$ Talk about a launchpad...This could potentially pull an SBET type move.Image2. $JD.com(JD)$ Beautiful setup on the monthly candle.Image3. $Alibaba(BABA)$ When in doubt, zoom out.Image4. $S&P 500(.SPX)$ Weekend update. After a slight pullback today from the open, we are back to pretty much even on the day. Overall, a daily close above the previous high of $627.86 technically triggers the next upside target which is the 1.618 extension of the July 15-16th measured move at $633.92. The weekly candle chart is showing a volume
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      HSI, .SPX, BABA, JD& SBET Welcome Recovery Momentum!
    • TrendSpiderTrendSpider
      ·07-20

      BA, MP, GOOG, AMZN& OKLO Enjoy Great Potential to Buy!

      Hello everyone! Today i want to share some technical analysis with you!1. $Oklo Inc.(OKLO)$ Setup just keeps looking better and better. 🤩Image2. $Amazon.com(AMZN)$ Wicks do the damage, bodies tell the story. Image3.Another bear trap loading? 🐻🪤 $Alphabet(GOOG)$ | $NVIDIA(NVDA)$ Image4. $MP Materials Corp.(MP)$ Back-to-back highest volume weeks ever.Does this move look finished to you? 🚀Image5. $Boeing(BA)$ +6-year triangle breakout, anyone? 🛫ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of u
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      BA, MP, GOOG, AMZN& OKLO Enjoy Great Potential to Buy!
    • OguzO CapitalistOguzO Capitalist
      ·07-17

      Here is my Full ASML Investment Thesis

      $ASML Holding NV(ASML)$ was once a market darling, but now it gets garbage treatment.Yet, its order book has reached all-time highs, the business is still growing fast, and it's heavily buying back stock.Here is my full ASML investment thesis: 🧵1/ASML is a pure blood monopoly.It's the single manufacturer of Extreme Ultraviolet Lithography (EUVL) machines essential to manufacturing cutting-edge chips.Foundries like $Taiwan Semiconductor Manufacturing(TSM)$ use these machines to embed microscopic circuits into silicon.2/ ASML controls %100 of the global EUVL market.ASML started in collaboration with Intel back in the 1990s.It took 20 years to make a working prototype.An EUVL machine takes: - Four months. - 1
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      Here is my Full ASML Investment Thesis
    • OguzO CapitalistOguzO Capitalist
      ·07-09

      SOFI: Huge Potential To Buy!

      $SoFi Technologies Inc.(SOFI)$ can reach $25 by year-end.Here is my SOFI investment thesis: 🧵1/ SOFI is different from other digital banks.Most digital banks are front-end platforms that outsource key services like underwriting and banking.SOFI has its own banking charter.It offers banking, credit card, investment, and loan products through a single app:Image2/ Customers flock to this value proposition.It has grown its membership by 52% annually since becoming public in 2021.Most investors don't like it being a bank, but a banking license provides it with a competitive advantage.Let me explain:Image3/ Net interest margin (NIM) will expand as the deposit base grows.Its original volume has consistently grown since it became public.This segment has b
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      SOFI: Huge Potential To Buy!