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orsiri
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2025-01-28

Palantir: Betting Big on AI, But Should You?

When it comes to investing in Palantir Technologies (PLTR), one might wonder if it’s more like riding a rocket ship or precariously balancing on a tightrope. With February 3 looming, when the company unveils its next earnings report, the big question is: should you jump in now or hold your horses? Let’s dive deep into the facts, cut through the hype, and unearth why Palantir could be a smart growth play for 2025 – but with a few caveats that investors should keep in mind. A glimpse into a data-driven, AI-powered future city A Growth Story Powered by AI Magic Palantir isn’t your typical tech company. It’s more of a wizard, conjuring game-changing insights from massive amounts of data. Historically known for its government contracts (still its bread and butter),
Palantir: Betting Big on AI, But Should You?
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Mrzorro
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2025-01-28
What You Need to Know Ahead of Apple's Earnings On a bad day for the U.S. technology sector, $Apple(AAPL)$   was a notable outperformer. Shares were up 2.6% in early trading on Monday.  The company is expected to announce its first-quarter results after the market closes on Jan 30. Analysts estimate Apple to post revenue of USD124.09B for 2025Q1, up 3.77% YOY; EPS is estimated to be USD2.34, up 7.55% YOY. Apple's Services Revenue Growth Expected to Boost Overall Margins Apple's Services sector, known for its higher gross margins compared to its Products sector, is projected to continue its robust growth at a mid-teens rate, outpacing Product revenue growth. This trend has historically contributed to th
What You Need to Know Ahead of Apple's Earnings On a bad day for the U.S. technology sector, $Apple(AAPL)$ was a notable outperformer. Shares were ...
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2.95K
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Guavaxf3006
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2025-01-28
DeepSeek sounds very much like DeepSheet. But also reminds one of Deep Fake.  Not saying DeepSeek is fake. It's real and I have tested it. But in terms of performance, frankly I don't find it earth shaking. I think this DeepSeek panic is another Big Boys play. What really has happened? Tech has ran up so much, and this has created a FOMO environment. Perfect time for the market manipulators to make money. Off suckers like you and me.  If you like Nvidia, just don't sell. Because for all you know, they may sya tomorrow DeepSeek signs a deal to buy chips from Nvidia.  Forget about Trump banning chip sales. He is the biggest market manipulator. He is probably the one now buying Nvidia and others.

Nvidia Says DeepSeek Advances Prove Need for More of Its Chips

(Reuters) - $Nvidia(NVDA)$ on Monday said Chinese AI firm DeepSeek's advances show the usefulness of its chips for the Chinese market and that more of its chips will be needed in the future to meet de
Nvidia Says DeepSeek Advances Prove Need for More of Its Chips
DeepSeek sounds very much like DeepSheet. But also reminds one of Deep Fake. Not saying DeepSeek is fake. It's real and I have tested it. But in te...
TOPAhmbis: Guavax , I have the same thought. Told my banker not to panic because its clearly Hedge fund and mkt manipulators. After breeching its support at 120 NVDA is now up2%
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Mickey082024
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2025-01-28

Nvidia Stock Just Crushed 17% By China’s DeepSeek What Next?

$NVIDIA(NVDA)$ $ASML Holding NV(ASML)$ $Alphabet(GOOG)$ Let's kick things off with some breaking news: DeepSeek, the new open-source AI LLM model, is making waves in the investment community. Investors are going wild over it, and it's causing a stir in the tech world, with some even getting concerned about major U.S. tech companies like Nvidia and ASML. There's a belief that DeepSeek's low-cost model could hurt demand for products from these giants. In fact, companies like Amazon, Google, and Microsoft—along with other cloud hyperscalers—have all seen their stocks dip today. The QQQ is down by about 2-3% due to this news. Now, DeepSeek itself isn’t exactly new; i
Nvidia Stock Just Crushed 17% By China’s DeepSeek What Next?
TOPViklee: Waiting for DeepSeek to show what’s real power.. when hype runs out and disappointment seeped in.. NVDA will go to 180 or 200. Too much fake stuff from China, but I do hope it’s really that good.
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1.38K
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Spiders
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2025-01-28

Apple Earnings Looming: How Do You View Analysts' Downgrade?

Recently, two significant downgrades of Apple stock caught the market’s attention, one from Jefferies and the other from Loop Capital. These downgrades come as Apple approaches its next earnings release, stirring debates among investors. While some rely on analyst recommendations to guide their investment decisions, I have a different perspective. Let me explain why. Analysts Are Not Infallible Although analysts have access to extensive resources, proprietary data, and in-depth research, they are still human. This means they are prone to biases, errors, and market overreactions, just like any other investor. Personally, I tend to view analysts’ ratings as just one data point rather than a decisive factor. Over time, I’ve noticed that analysts often act reactively rather than proactively—up
Apple Earnings Looming: How Do You View Analysts' Downgrade?
TOPTiger_CashBoostAccount: Much appreciation on your openness of yourtrading strategies of $Apple(AAPL)$ and Best ofluck with your future trades! Welcome to open a CBA todayand enjoy access to a trading limit of up to SGD 20,000 withupcoming 0-commission, unlimited trading on SG, HK, and USstocks, as well as ETFs. Find out more here. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
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nerdbull1669
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2025-01-28

Meta Platforms (META) Expenses Reduction To Watch Especially On Reality Labs

$Meta Platforms, Inc.(META)$ is set to release its Q4 2024 financial results on Jan 29 after the US market closes. According to Bloomberg's unanimous expectations, analysts expect Meta's Q4 revenue to be $47 billion, up 17% year-on-year. Adjusted EPS is expected to grow 27% YoY to $6.77. Adjusted net income will be $17.84 billion, up 27.3% from a year earlier. Meta Platforms (META) Last Earnings Call Positive With A Significant 11.59% Change Since Since META last earnings call on 30 October 2024 which has gathered a positive sentiment, it has gained 11.59% change. The earnings call reflected a positive sentiment with strong revenue growth, increased user engagement, and successful AI and hardware innovations. However, these were partially offset b
Meta Platforms (META) Expenses Reduction To Watch Especially On Reality Labs
TOPTiger_CashBoostAccount: Much appreciation on your openness of yourtrading strategies of $Meta Platforms, Inc.(META)$ and Best ofluck with your future trades! Welcome to open a CBA todayand enjoy access to a trading limit of up to SGD 20,000 withupcoming 0-commission, unlimited trading on SG, HK, and USstocks, as well as ETFs. Find out more here. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
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17.25K
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JC888
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2025-01-28

Stargate's Winners: ORCL, NVDA, MSFT, ARM

US’s Stargate Project. On Tue, 21 Jan 2025 President Trump announced billions in private sector investments to grow artificial intelligence in the US and build massive new data centers for OpenAI. The Big Picture. It is official. 4 companies will convene under a joint venture (JV) called “Stargate”. The 4 companies are: OpenAI. SoftBank where Masayoshi Son will be the chairman of Stargate. $Oracle(ORCL)$. UAE's MGX - an Emirati investment firm specializing in AI technologies, launched by the Abu Dhabi government in 2024. Collectively, they will commit $100 billion for the startup immediately, with the remaining $400 billion to be invested over the next 4 years. This will help the US stay ahead of China and other rivals in the global AI race, said
Stargate's Winners: ORCL, NVDA, MSFT, ARM
TOPTiger_CashBoostAccount: Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies."Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
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TigerEvents
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2025-01-28

[Events] What’s Your Must-Have Dish for Lunar New Year? 🏮🍽️

Lunar New Year is all about family, tradition, and, of course, delicious food! The reunion dinner is the highlight of the celebration, bringing loved ones together over meaningful dishes. Whether it’s dumplings for good fortune, steamed fish for prosperity, or a family-favorite recipe passed down for generations, these dishes are more than just food—they represent love, tradition, and togetherness.What’s your must-have Lunar New Year dish?Do you have a special family recipe that’s a staple every year? Or maybe a new favorite that everyone loves? Whether it’s a full feast or just one meaningful dish, we’d love to see and hear about it! 📸✨How to Join:🎉 Comment below and tell us about your favorite Lunar New Year dish!📸 Post a photo of your dish, your festive table, or even the cooking proces
[Events] What’s Your Must-Have Dish for Lunar New Year? 🏮🍽️
TOPkoolgal: 🌟🌟🌟Sweet and Sour Pork is my absolute must have dish for Lunar New Year. It is a beautiful balance of sweet and tangy flavour with crispy fried pork pieces. My mother does it particularly well as she double dredges and double fries the pork nuggets for the extra crispy crunch. We will be having this dish for our Réunion Dinner tonight. In many ways Sweet and Sour Pork represents our life. Life is a mixture of sweet times balanced with challenging times. But overall I have much to be grateful for as I am blessed with Good Health, Happiness and Prosperity. May Everyone in our Wonderful Tiger Community Be Just As Blessed. GONG XI FA CAI! Let's Welcome The Year Of The Snake tomorrow. @TigerEvents
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Tiger V
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2025-01-28

AI Concerns Shake Global Markets

Overview Global markets experienced mixed performances as concerns over an artificial intelligence (AI) stock bubble dominated investor sentiment. The emergence of Chinese startup DeepSeek, claiming to have developed a competitive AI model at a fraction of Silicon Valley’s costs, raised questions about valuations in the tech sector. While US markets suffered significant losses, European and Asian markets saw more muted reactions. US Markets: AI Bubble Worries Sink Tech The US market faced a steep selloff, particularly in tech-heavy indices. The S&P 500 $S&P 500(.SPX)$  dropped 1.4%, and the Nasdaq Composite $NASDAQ(.IXIC)$  f
AI Concerns Shake Global Markets
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ValuationIsKey
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2025-01-28
$CapLand China T(AU8U.SI)$  Improvement in retail occupacy in Q3, has ocupany of 97.9% in Q3 2024. Retail makes up 76.3% of its asset under management. Remaining 23.7% belong to business parks and logistics parks(not the best occupany rate range from 70% to as high as 90%++). However, combining all the different type of assets the average occupancy rate is pretty good. It is yielding 8% dividend at current price. Exposure to China in 2025 to benefit from their stimulus. The price of this REITS is at a major support level based on technical charting.  However, please note that around 34% of leases is ending in 2025 and rental income will depend on the renewal. But overall, it is a buy recom
$CapLand China T(AU8U.SI)$ Improvement in retail occupacy in Q3, has ocupany of 97.9% in Q3 2024. Retail makes up 76.3% of its asset under manageme...
TOPwindy00: nice sharing. look forward to AU8U’s breakout. 8% is indeed attractive[Tongue]
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Mickey082024
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2025-01-28

Why Is SoFi Stock Crashing After Strong Earnings? The Hard Truth About SoFi Stock

$SoFi Technologies Inc.(SOFI)$ Sofi's stock is taking a hit after the company released its quarterly earnings, with shares down around 11% during regular trading hours. Part of this decline could be due to a broader market pullback, especially with younger investors—Memes Gods, Millennials, and possibly Gen Z—who have heavily driven the stock up. While Sofi may look appealing, it's essentially just another financial institution, offering services like JPMorgan or Wells Fargo, yet its valuation has skyrocketed to four times its tangible book value, which is hard to justify. Earning Overview There are a few key points to consider when reviewing Sofi's earnings. On paper, the EPS and other metrics seem strong, but once you dig into the numbers, this
Why Is SoFi Stock Crashing After Strong Earnings? The Hard Truth About SoFi Stock
TOPJtjy: Guidance is not weak. It is due to taxes.
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nerdbull1669
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2025-01-28

Microsoft (MSFT) Azure Supply Constraints Might Continue

$Microsoft(MSFT)$ is set to report fiscal 2025 second-quarter earnings results after market close on 29 Jan 2025 (Wednesday). Market is expecting Microsoft's Q2 revenue to be $68.864 billion, adjusted net income is $23.499 billion, and adjusted EPS is $3.132, according to Bloomberg's consistent expectations. The earnings per share is expected to come in at $3,11 better than last year same period $2.93. Microsoft (MSFT) Modest Gain Since Last Earnings Call In 30 Oct 2024 Though the earnings call sentiment on 30 Oct 2024 for Microsoft is positive, but MSFT has only gained 0.67% since the last earnings call. Despite the earnings call presented a strong start to the fiscal year with significant revenue growth driven by cloud and AI innovations, there
Microsoft (MSFT) Azure Supply Constraints Might Continue
TOPTiger_CashBoostAccount: Much appreciation on your openness of yourtrading strategies of $Microsoft(MSFT)$ and Best ofluck with your future trades! Welcome to open a CBA todayand enjoy access to a trading limit of up to SGD 20,000 withupcoming 0-commission, unlimited trading on SG, HK, and USstocks, as well as ETFs. Find out more here. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
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nerdbull1669
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2025-01-28

27 Jan Market In Mixed Performance. Big Semi-Related Names Suffered Significant Declines

We saw the big tech stocks which are mainly semiconductor-related names and utility shares with AI exposure suffered significant declines. This is due to the investors sentiment shifting after the release of DeepSeek’s AI model. This has caused the stock market to show a mixed performance, in contrast, we are seeing funds being rotated into other market sectors. DeepSeek's AI model has also raised questions about the future of data center demand, as it challenges the notion that AI will drive massive investments in data centers. This has led to declines in data center REIT stocks like Digital Realty Trust (DLR, Financial) and Equinix (EQIX, Financial), as investors reassess the growth prospects for these facilities. Investor caution was evident ahead of a busy earnings week, with approxima
27 Jan Market In Mixed Performance. Big Semi-Related Names Suffered Significant Declines
TOPTiger_CashBoostAccount: Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies."Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
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daz999999999
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2025-01-28
$MicroStrategy(MSTR)$   MicroStrategy (NASDAQ:MSTR) just went all inagain. The Bitcoin (BTC-USD) powerhouse is raising another $250 million through a new preferred stock offering, using the cash to fuel its ever-growing BTC stash. The latest move comes on the heels of a $1.1 billion Bitcoin buy, pushing its total holdings to a jaw-dropping 471,107 BTC, now worth over $48 billion. With an average purchase price of $64,524 per coin, some of its recent buys are sitting at a loss. But MicroStrategy isn't blinking. It's doubling down, selling 2.5 million shares of its new Series A Perpetual Strike Preferred Stock, which pays dividends in cash, stock, or both. Warning! There are some Warning Signs with MSTR but overal
$MicroStrategy(MSTR)$ MicroStrategy (NASDAQ:MSTR) just went all inagain. The Bitcoin (BTC-USD) powerhouse is raising another $250 million through a...
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Stock_Botty
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2025-01-28

Breakout Review - HPE, KOD & AVO

1. $Hewlett Packard Enterprise(HPE)$ HPE - Hewlett Packard Enterprise Co - largecap company performance since long breakout: 5.32%.2. $Kodiak Sciences Inc.(KOD)$ KOD - Kodiak Sciences - smalecap company performance since long breakout: 11.72%.3. $Mission Produce, Inc.(AVO)$ AVO - Mission Produce - smalecap company performance since short breakout: -16.05%.
Breakout Review - HPE, KOD & AVO
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SmartReversals
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2025-01-28

$SMH - Buying opportunity?

Last week's analysis shared with everyone correctly foresaw a downturn for $VanEck Semiconductor ETF(SMH)$ , making the red day and potentially week unsurprising; however, the velocity of the decline is significant. Buying opportunity?Shared for everyone with specific targets:SMH resembles the $NVIDIA(NVDA)$ chart, withcomparable tops, and that stock is alsogiving clues ofa bearish reversal comingcomplete analysis for NVDA with levelsother indicators is in this publication. $Advanced Micro Devices(AMD)$ $Arista Networks(ANET)$ $Marvell Technology(MRVL)$
$SMH - Buying opportunity?
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Callum_Thomas
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2025-01-28

The price action in NVDA is knee-jerk

Here's 4 charts that spell-out where we are + what's at stake right now with a potential Bursting of the AI BubbleEmotion Cycle Stage = EuphoriaValuation Cycle Stage = ExpensiveHype Cycle Stage = Inflated ExpectationsSoros Bubble Process = Moment of Truth?ImageImageImageImagei.e. re the Chinese breakthrough AI model DeepSeek, which was achieved with much lower cost (denting Capex/Chips bullishness), and likely placing pressure on already tenuous margin expectations for AI commercialization, which has triggered panic selling of $NVIDIA(NVDA)$ Now, the price action in NVDA is knee-jerk, and it likely will rebound on Turn around Tuesday -- but as noted we are at a delicate stage of the cycle and the extreme confidence in the AI Hype bull market could
The price action in NVDA is knee-jerk
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TopdownCharts
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2025-01-28

GoldNuggets — Gold Drivers, Miners, GDP

China GoldI noticed a couple of things last week: first the gold price in CNY made a new all-time high; second — the gold $Gold - main 2502(GCmain)$ price in China has been moving in lockstep with Chinese government bonds.This stands in contrast to the breakdown in the US real yield vs gold price relationship, and gives further nod to the point that China/EM have been in the driver’s seat of the gold price (both in terms of the geopolitics and reserves diversification aspect, but also on the macro/markets side of things).Gold vs TIPSAs noted, the past link between gold and TIPS real yields broke down in 2022. Warren Pies of 3Fourteen Research comments: “two broad conclusions: 1) Central banks driving the run, 2) This is secular bull market beh
GoldNuggets — Gold Drivers, Miners, GDP
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SmartReversals
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2025-01-28

SPX - a move to the 20 DMA was imminent

$.SPX(.SPX)$ - As noted last week, a move to the 20 DMA was imminent. What's different this time is the velocity of the decline, this rapid selloff warrants close attention. A bounce is possible tomorrow, but if it lacks strength, we could see a further move down to $5775. The Stochastic says this just began.Image20DMA Test Imminent: The gray squares mark previous occasions when price has tested that blue line. In the past, when the Bollinger Band has been breached and/or oscillators have been overbought, price has invariably moved to the 20DMA. Both conditions are in today. Will this time be different like the green square? No, wait, that one also preceded a visit to the 20DMA.Image
SPX - a move to the 20 DMA was imminent
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