To The Moon

The Magnificent 7—Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla—are at a pivotal moment. Yesterday’s surge pushed these tech giants toward critical resistance levels, but the question looms: will they break through to new highs or crash back down? With U.S. stocks rebounding and a robust earnings season in the rearview, the market’s watching closely. Wedbush’s recent move to axe Alphabet from its “Best Ideas List” adds fuel to the fire. Let’s dive into the chaos and figure out what’s next—and where the smart money’s headed. Resistance Levels: Make or Break Time These aren’t just lines on a chart—they’re battlegrounds. The Mag 7 are testing resistance after a red-hot rally, and the outcome could set the tone for the market. Here’s the latest snapshot:

$S&P 500(.SPX)$ - Timing a Pullback After a Breadth Thrust is a Challenge For that reason, turning off the news and staying long when the price is above the key support level pays out. The gap at $5,304 will last for long open, and the 200 DMA may act as support for any pullback. The Bollinger bands say the party is not over, also the RSI since it isn't overbought.ImageAnd I have a question：Why $Netflix(NFLX)$ is not a Magnificent one?It has performed better than most Magnificent Seven.And it was a FANG stock.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 unlimite

We are only Waiting for the institutional investors to come back into the game. Markets have reacted on the public reactions but have yet to see bigger movements by the intuitional forces. 

The Magnificent 7—Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla—are back in the spotlight, riding a wave of U.S. stock market momentum. Yesterday’s surge was a head-turner, with gains across the board, but now they’re slamming into critical resistance levels. Are we witnessing a breakout moment, or is a crash looming? With U.S. equities showing signs of life after a rocky spring, is the outlook finally brightening? Fresh off a robust earnings season, which tech titan is poised to lead the charge? And after Wedbush dropped Alphabet from its “Best Ideas List” amid last week’s AI-driven volatility, is Google a screaming buy or a signal to bail? Let’s dive into the action and place our bets. U.S. Equities: A Light at the End of the Tunnel? U.S. stocks are clawing their way back,

One of the strange dynamics on Wall Street is the conflict between the short-term nature of trading and the long-term nature of investing.The short-term mindset is easy to see.If a company misses analysts’ guess at earnings a stock will drop, even if management is demonstrating their long-term strategy is working.A new competitor entering the market can cause a stock to drop, even if the threat isn’t hurting their business. (see $Hims & Hers Health Inc.(HIMS)$ stock when Amazon announced a telemedicine product)This short-term mindset is visible on a daily basis and it’s what gives us an advantage as Asymmetric Investors. We can take advantage of short-term blips and buy long-term potential the market is missing.But then we see times like this

1.Tariff tantrum in perspective... $S&P 500(.SPX)$ Image2.Gold is sounding a bullish signal for Commodities $Gold - main 2506(GCmain)$ Image3.Gold and agri commodity prices are both trending higher...what does that tell you?Image4.It's time to start thinking about upside risk to inflation as multiple forces converge...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 unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram G

china's rally will continue for sure, they've been hammered even when having good fundamentals. at least 15% higher!

Replying to @koolgal:Totally agree with your pointers. All boiled down to the individual's Risk Appetite and Risk Management. As well as good habits. [Read my post, posted earlier in other article] Have a great harvesting session 😀 //@koolgal:🌟🌟🌟The Magnificent 7 have reported results that have far exceeded expectations.   Should we add more exposure or take profits?  As a long term investor with a strong belief in the enduring power of technology and innovation, the Magnificent 7 earnings beat reinforces the case for holding or even buying more during market dips. However for those who prefer lower volatility, perhaps locking in

To know if it’s truly undervalued, one needs to understand the meaning of intrinsic value of a stock to determine if it’s or not… So got to go thru the company’s report etc etc not just hear say 😃 Agree with some of the comments that China stock should be accumulated with 3-5 years horizon.

The tech-heavy Nasdaq got a fresh jolt of optimism last week as six of the Magnificent Seven—excluding Nvidia—delivered solid quarterly earnings. While the numbers reaffirmed Big Tech’s dominance, the market response was far from uniform. As investors parse the data and debate whether to ride the AI wave or book profits, the question is clear: Is now the time to double down, or is it wiser to sell in May and step away? Strong Earnings, Divergent Reactions The “Magnificent Seven” tech giants largely delivered stellar results this earnings season, reinforcing their dominance in both market cap and investor attention. Alphabet rose 4% after beating both revenue and EPS estimates. Alphabet (GOOG) Microsoft jumped 10% following a strong earnings beat. Microsoft (MSFT) Meta also impressed, with

$Cloudflare, Inc.(NET)$ reported after-hours earnings on May 9, 2025Q1 results were solid, with revenue and adjusted EPS largely in line with expectations, with enterprise customer growth being the biggest highlight.Meanwhile, the company raised its full-year revenue guidance to $2.09B, an increase of about +20% from last year, which also surprised the market.Despite short-term challenges in the macro-economy and the industry's purchasing pace, the company is optimistic about its full-year revenue target, and the market is reacting positively to its long-term growth potential.Going forward, it is still important to focus on these factors such as the company's competitive strategy in the security sector, its ability to control costs, and the progres

$Walt Disney(DIS)$ Q2 FY2025 results were strong, with streaming and theme parks driving significant profitability and investment appeal.Management remains optimistic about the full-year business outlook and the stock price reacted positively.Performance and market feedbackCore performance greatly exceeded expectationsRevenue: Q2 FY2025 overall revenue reached $23.6B, +7% yoy, exceeding market expectation of $23.05B ~ $23.17B;Profit: Operating profit increased by 15% to $4.4B, pre-tax profit increased significantly to $3.1B from $0.7B in the same period last year; Adjusted EPS was $1.45, up 20% from $1.21 in the same period last year, and higher than the market's expectation of $1.20.Operating metrics:Disney+ subscriptions increased by a net 1.4 mi

how to make money$Alphabet(GOOG)$  

This highlights the strong earnings performance of most of the "Magnificent 7" tech companies, despite some concerns about guidance and seasonal factors. Here's a breakdown of the situation: Key Observations: 1. Alphabet: Strong revenue and EPS performance, reflecting continued resilience in its core advertising business and other segments like cloud computing. 2. Microsoft: A 10% stock surge underscores robust earnings growth and optimism surrounding AI-driven opportunities, especially in its Azure and productivity suites. 3. Meta: Strong advertising revenue suggests improved monetisation and user engagement across its platforms, countering broader economic concerns. 4. Apple and Amazon: While weaker guidance affected sentiment, both companies exceeded earnings expectations, showing opera

(8th May) The Silent Rally 90% Missed The S&P 500’s late-day rebound yesterday wasn’t random—it could be traced to Trump’s comments about easing global chip restrictions, giving semiconductor stocks (and the broader tech sector) a much-needed boost. NVIDIA ($NVDA), a key AI bellwether, jumped to its highest level since late March on the news and i’m hopeful $NVDA to move up to $120-$122 though ARM’s (-6.8%) post-close warning reminded us that not all tech names are out of the woods yet. Key Takeaways from Wednesday’s Session - Tech’s Policy-Driven Rebound: The chip-curbs discussion provided a catalyst for beaten-down semis, though selectivity remains critical (as ARM’s drop shows). - FOMC Non-Event: The Fed’s unanimous vote and steady messaging reinforced the "wait and see" stance—but

Over value or under value all depends on investors. When a big bank says that company under value everyone will say under value...

🌟🌟🌟The Magnificent 7 have reported results that have far exceeded expectations.   Should we add more exposure or take profits?  As a long term investor with a strong belief in the enduring power of technology and innovation, the Magnificent 7 earnings beat reinforces the case for holding or even buying more during market dips. However for those who prefer lower volatility, perhaps locking in the profits maybe more suitable. Ultimately there is no right or wrong in investing.  It all comes down to each person's risk profile, investment horizon and whether you believe that the current valuations can be sustainable in an unpredictable macro environment. @Tiger_comments

Things are so uncertain since sudden policy changes. Just continue to wait.

Yes I'am actually buying more Amazon stock & Apple shares 

Do it like how u would accumulate wealth ! Be yourself ! ❤️🌹

The Magnificent 7—Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla—are at a pivotal moment. Yesterday’s surge pushed these tech giants toward critical resistance levels, but the question looms: will they break through to new highs or crash back down? With U.S. stocks rebounding and a robust earnings season in the rearview, the market’s watching closely. Wedbush’s recent move to axe Alphabet from its “Best Ideas List” adds fuel to the fire. Let’s dive into the chaos and figure out what’s next—and where the smart money’s headed. Resistance Levels: Make or Break Time These aren’t just lines on a chart—they’re battlegrounds. The Mag 7 are testing resistance after a red-hot rally, and the outcome could set the tone for the market. Here’s the latest snapshot:

The Magnificent 7—Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla—are back in the spotlight, riding a wave of U.S. stock market momentum. Yesterday’s surge was a head-turner, with gains across the board, but now they’re slamming into critical resistance levels. Are we witnessing a breakout moment, or is a crash looming? With U.S. equities showing signs of life after a rocky spring, is the outlook finally brightening? Fresh off a robust earnings season, which tech titan is poised to lead the charge? And after Wedbush dropped Alphabet from its “Best Ideas List” amid last week’s AI-driven volatility, is Google a screaming buy or a signal to bail? Let’s dive into the action and place our bets. U.S. Equities: A Light at the End of the Tunnel? U.S. stocks are clawing their way back,

Hey TigersDuring the recent 5 trading days, there are numerous stocks achieved impressive double-digit gains.Below is a list of the top ten featuring companies with a market cap over $1 billion, daily trading volume exceeding $1 million, and gains over 20%.Have you held any stocks that have brought you good returns? Are you familiar with these winners?Based on the ranking table, here's a summary of the reasons for the rise and future expectations of the ten listed companies, hoping it will help you better understand them.A gentle reminder: Past performance is not indicative of future price increases. Analyze and plan for risks from multiple perspectives before any trade.1. $Pony AI Inc(PONY)$ Leads with a 48% GainKey News and

One of the strange dynamics on Wall Street is the conflict between the short-term nature of trading and the long-term nature of investing.The short-term mindset is easy to see.If a company misses analysts’ guess at earnings a stock will drop, even if management is demonstrating their long-term strategy is working.A new competitor entering the market can cause a stock to drop, even if the threat isn’t hurting their business. (see $Hims & Hers Health Inc.(HIMS)$ stock when Amazon announced a telemedicine product)This short-term mindset is visible on a daily basis and it’s what gives us an advantage as Asymmetric Investors. We can take advantage of short-term blips and buy long-term potential the market is missing.But then we see times like this

$Walt Disney(DIS)$ Q2 FY2025 results were strong, with streaming and theme parks driving significant profitability and investment appeal.Management remains optimistic about the full-year business outlook and the stock price reacted positively.Performance and market feedbackCore performance greatly exceeded expectationsRevenue: Q2 FY2025 overall revenue reached $23.6B, +7% yoy, exceeding market expectation of $23.05B ~ $23.17B;Profit: Operating profit increased by 15% to $4.4B, pre-tax profit increased significantly to $3.1B from $0.7B in the same period last year; Adjusted EPS was $1.45, up 20% from $1.21 in the same period last year, and higher than the market's expectation of $1.20.Operating metrics:Disney+ subscriptions increased by a net 1.4 mi

Source: CNBC, 26 April 2025Here’s how the $Alphabet(GOOG)$ did in 1Q 2025:Year-on-year (YoY) growth in revenue and operating income has been uneven.In 1Q 2025, revenue grew 12% YoY, while operating income rose 20.16%. However, both figures reflect a slowdown compared to 1Q 2024, when revenue and operating income grew 15.41% and 46.26%, respectively.Operating income has maintained YoY growth of over 20% for seven consecutive quarters, though the 1Q 2025 figure marks the slowest increase during that period. However, Operating Margin reached 34% in the latest quarter — the highest level in five years.Both gross margin and operating margin improved in 1Q 2025, rising to 59.7% and 33.92%, up from 58.14% and 31.63% in 1Q 2024.That said, operating margi

The tech-heavy Nasdaq got a fresh jolt of optimism last week as six of the Magnificent Seven—excluding Nvidia—delivered solid quarterly earnings. While the numbers reaffirmed Big Tech’s dominance, the market response was far from uniform. As investors parse the data and debate whether to ride the AI wave or book profits, the question is clear: Is now the time to double down, or is it wiser to sell in May and step away? Strong Earnings, Divergent Reactions The “Magnificent Seven” tech giants largely delivered stellar results this earnings season, reinforcing their dominance in both market cap and investor attention. Alphabet rose 4% after beating both revenue and EPS estimates. Alphabet (GOOG) Microsoft jumped 10% following a strong earnings beat. Microsoft (MSFT) Meta also impressed, with

$Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ $Apple(AAPL)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $nvda $tsla The Magnificent 7 (Mag 7) earnings season is heating up, and the early results are electrifying. Meta and Microsoft have kicked things off with blockbuster performances, smashing expectations and sending their stocks soaring. With Microsoft jumping 9% on a robust earnings and revenue beat—$70.1 billion in revenue and $25.8 billion in profits—and Meta’s ad sales crushing tariff worries, the spotlight now turns to Apple and Amazon. Can these tech ti

$Cloudflare, Inc.(NET)$ reported after-hours earnings on May 9, 2025Q1 results were solid, with revenue and adjusted EPS largely in line with expectations, with enterprise customer growth being the biggest highlight.Meanwhile, the company raised its full-year revenue guidance to $2.09B, an increase of about +20% from last year, which also surprised the market.Despite short-term challenges in the macro-economy and the industry's purchasing pace, the company is optimistic about its full-year revenue target, and the market is reacting positively to its long-term growth potential.Going forward, it is still important to focus on these factors such as the company's competitive strategy in the security sector, its ability to control costs, and the progres

Earnings Were Solid — But So Were Expectations As an investor in Big Tech, I was generally pleased with the recent earnings season. Microsoft, Alphabet, and Meta all exceeded expectations across both revenue and EPS, with Microsoft's double-digit jump standing out. However, these results weren't entirely surprising expectations were already elevated, and in some cases, the market had partially priced in the beats. Magnificent 7 Forward Guidance Now Matters More Than EPS Beats What really moved the needle this quarter wasn't just the numbers—it was the forward guidance. This is where things got more nuanced. Apple $Apple(AAPL)$   and Amazon $Amazon.com(AMZN)$   both delivered

This week, Microsoft, Meta, and Amazon are all reporting earnings — and investors are watching closely. Which tech giant do you believe will deliver the biggest post-earnings rally?Here’s what to watch for from each company: $Microsoft(MSFT)$ Earnings Date: April 30 (Wed) After Market CloseRevenue estimate: $68.53B | EPS: $3.23Investors are especially focused on the performance of Microsoft’s Azure cloud business. Growth in this segment is expected to stay above 25%, and could even exceed 30% if demand for AI computing infrastructure remains strong. Guidance on capital expenditures for fiscal 2026 — particularly in AI-related data centers — will also be key. If management offers a bullish outlook, the stock could continue its recent momentum. Howe

Big-Tech’s PerformanceWeekly macro storyline: Bessent Reasons Rate-CutsTariff Shock Moves Forward — U.S. consumer sectors are generally facing a downturn in sales, rising costs, and squeezed profits. This includes companies like McDonald’s, Yum! Brands (KFC/Pizza Hut), Starbucks, Domino’s, and Hershey’s. Many of these companies cater to lower- to middle-income groups, and consumption downgrades are leading these consumers to cut back on non-essential spending. Economic uncertainty is spreading.April ADP employment numbers released on Wednesday showed an increase of only 62,000 jobs, far below expectations and the lowest in nine months. The decline was primarily in education and health services, possibly due to the aftermath of the DOGE healthcare rule, while the impact of tariffs might not

Azure’s 33% Climb Proves AI Demand Is Real Microsoft’s latest earnings were not merely strong — they were strategically revealing. As an investor, I’m particularly interested not just in the beats and the guidance, but in the signals embedded within the numbers. The 33% year-over-year surge in Azure and related cloud services revenue wasn’t a fluke. It was a confirmation that $Microsoft(MSFT)$ remains the primary beneficiary of the AI infrastructure wave, even as others jostle for position. And what’s notable is how this growth is being paired with capital efficiency and consistent returns, making Microsoft not just an innovation leader, but a financial fortress. Cloud dominance meets precision — where AI finds altitude Enterprise AI at Scale — Wi

On May 7th, Trump's semiconductor tariff is coming, affecting NVDA and AAPL. Is there short-term danger?The U.S. Trump administration may announce details of additional tariffs on semiconductors as early as this week. The market estimates that the tax rate could be as high as 25% to 100%, and the new rules do not exclude the possibility of imposing tariffs based on the wafer manufacturing location (wafer out) as the country of origin.This will also have a negative impact on major wafer manufacturers with production concentrated in the Asian region, such as $Taiwan Semiconductor Manufacturing(TSM)$ and Samsung, as well as chip design manufacturers that rely on Asian wafer foundry capacity, including $NVIDIA(NVD

🌟🌟🌟All eyes will be Google CEO Sundar Pichai on Thursday as it reports its Q1 25 results.    Wall Street Analysts are generally bullish on Google $Alphabet(GOOG)$  $Alphabet(GOOGL)$  ability to weather economic uncertainty. Citi Analysts said recently that they expect Google Search would be  "among the last platforms to experience macro impacts and among the first to recover".   This is due to its potential for growth from the adoption of AI tools like Google's AI Mode in Search as well as the latest version of Google's Gemini large language model. Key Metrics and Revenue Expectations : Analysts expect&n

Mag 7 companies except $NVIDIA(NVDA)$ have released stellar Q1 earnings. Despite weak guidance from $Apple(AAPL)$ and $Amazon.com(AMZN)$ , their earnings were impressive. However, the rebound degree among these big tech firms varies.Among them, $Microsoft(MSFT)$ and $Meta Platforms, Inc.(META)$ are the only two that have achieved positive year-to-date returns, thanks largely to their better-than-expected AI outlooks.Following the earnings rally, Microsoft’s forward P/E has now risen above the 80th historical percentile.$Tesla Motors(TSLA)$<

Microsoft Bulls Lead Big Buyers of Magnificent Seven Call Options $Microsoft(MSFT)$   bulls led the big buyers of Magnificent Seven call options Thursday amid signs of sustained spending on artificial intelligence infrastructure, driven by robust demand. At 11:06:12 a.m., an active buyer paid a $125.5 million premium for call options that give the holders the right to buy 2.6 million Microsoft shares at $400 each by Aug. 15. That's the biggest block trade posted so far among contracts tied to the Magnificent Seven stocks that also include $NVIDIA (NVDA.US)$, $Tesla (TSLA.US)$, $Apple (AAPL.US)$, $Meta Platforms (META.US)$, $Amazon (AMZN.US)$, and $Alphabet-A (GOOGL.US)$.  The tech giant also reaffirmed

I am thrilled to see Microsoft $Microsoft(MSFT)$   reclaiming the top spot among the Magnificent Seven, with its shares jumping 9% after a strong earnings report. The company reported $70.1 billion in revenue and $25.8 billion in profits, surpassing expectations and uplifting its forecast. This performance has alleviated some of my concerns about the broader market, especially with Meta also delivering solid ad sales, which helps counter fears induced by potential tariffs. However, I am still cautious about the overall economic environment, as recent data like rising weekly jobless claims to 241,000 and a weak first-quarter GDP report signal potential challenges ahead. I wonder if Microsoft success can trul

$Microsoft(MSFT)$  This article argues why Microsoft Corporation stock is a buy after the release of its fiscal 2025 third quarter earnings report. The key takeaways are: Microsoft's FQ3 2025 earnings report shows a strong Rule of 40 score of ~52, driven by 15% growth and a ~37% net profit margin. I see good reasons for the score to further improve as its cloud segment grows at a rapid pace. I expect this segment to become its largest profit contributor in the near future and carry higher margins. In terms of valuation risks, benchmarking MSFT’s P/E ratio by the sector average is misleading because most companies in the sector do not pass the rule of 40. MSFT FQ3: rule of 40 score is 52 Microsoft Corporation stock’s latest earnings report (ER

😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q1 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from May 5 to May 9.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly List of Stocks with Estimated