1.45K
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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
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.
4.93K
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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
TOPMuch 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.
17.27K
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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
TOPGreat 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.
23.36K
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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
TOP🌟🌟🌟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
1.47K
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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 $S&P 500(.SPX)$
4.05K
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2025-01-28
$CapLand China T(AU8U.SI)$
TOPnice sharing. look forward to AU8U’s breakout. 8% is indeed attractive[Tongue]
2.13K
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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
TOPGuidance is not weak. It is due to taxes.
1.99K
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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
TOPMuch 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.
1.49K
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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
TOPGreat 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.
1.49K
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2025-01-28
$MicroStrategy(MSTR)$
2.17K
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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%.
2.65K
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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. $Advanced Micro Devices(AMD)$ $Arista Networks(ANET)$ $Marvell Technology(MRVL)$
1.57K
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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
1.51K
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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
1.58K
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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
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2025-01-28
Why is NVDA down today?
1. $NVIDIA(NVDA)$ Why is NVDA down today? 1. Revenue growth slows as dominance in pre-training turns to competition in inference. 2. Margins fall because of ⬆️ 3. Multiples compress from sky-high levels to “normal”. The stock could fall 80-90% depending on the change in growth and margins.90% of beating the market is really just:Buy great companiesDoing nothing for YEARSProfitIt's harder than it looks, but the formula is simple.2. $SoFi Technologies Inc.(SOFI)$ SoFi stock now only up 40% in the past 3 months. What a disaster.ImageResults look great. The reaction may be negative because it wasn’t a blowout. But long-term a 24% revenue growth rate is phenomenal and more people are CHOOSING to use the produc
TOPYes its definitely a good opportunity with this biased article clearly written to push price down. Sofi has always been extra conservative in its forecasts anyway, so dont miss out on this chance.
1.32K
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2025-01-28
Daily Charts - Buy & Hold?
1.Buy & Hold?Hold on a minute...If you buy and hold the S&P500 $.SPX(.SPX)$ index, you're not actually buying and holding, you're really buying an interest in a constantly shuffling set of stocks -- and in 10 year's time you may well not recognize 1/3 stocks in your portfolio!Image2.Non-rec Bulls 🤔 This chart shows the history of Bull markets coming out of Recession (most often large, triple digit gains) vs those *not* preceded by recession circled in blue (still significant but shorter, smaller by comparison). One implication is that the current one looks about fully-cooked.3."Cyclically-Adjusted Earnings" This chart tells you all you need to know about US vs global equity relative performance...(and likely will hold key clues in terms of
1.71K
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2025-01-28
DeepSeek - Pride, fear, disbelief, disgust
The debates around DeepSeek are intense - US vs. China, big vs. small models, open vs. closed source, and the shockingly efficient architecture it represents. Pride, fear, disbelief, disgust - all these emotions have clouded the facts. A few personal thoughts:Thoughts on Training Costs: 1⃣ $6M Training Costs = Plausible IMOQuick math: Training costs ∝ (active params * tokens). DeepSeek v3 (37B params; 14.8T tokens) vs. Llama3.1 (405B params; 15T tokens) = v3 theoretically should be 9% of Llama3.1's cost. And the disclosed actual figures aligned with this back-of-the-envelope math, meaning, the number are directionally believable.ImagePlus, there was no hiding, the footnote clearly said: “the aforementioned costs include only the official training of DeepSeek-V3, excluding the costs associa
1.69K
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2025-01-28
SPX is strongly favored to be in the 2nd wave position
$.SPX(.SPX)$ is strongly favored to be in the 2nd wave position under [W5] of Wave 5.Being that $E-mini S&P 500 - main 2503(ESmain)$ failed to cross its own respective high, odds are high that this next dip gets bought to extend [W5].If so, price should find support at the lower Daily FVG around 6015 to then extend to the 6250-6375 ultimate targets.The loss of 5950 would reduce confidence/potentially invalidate such. $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NASDAQ 100(NDX)$ $E-mini Nasdaq 100 - main 2503(NQmain)$ I
TOPGreat 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.