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REIT_TIREMENT
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2025-01-31

Mapletree Logistics Trust's 3Q FY24/25 Result Review

$Mapletree Log Tr(M44U.SI)$ Basic Profile & Key Statistics Key Indicators Performance Highlight Gross revenue and NPI showed a slight  YoY decline, primarily driven by lower contributions from China and the weakening of foreign currencies against the SGD. The amount distributable to unitholders and DPU declined due to a combination of higher borrowing costs, reduced distributions from divestment gains, and increased tax expenses. Rental Reversion The overall portfolio rental reversion stood at 3.4%, which is a positive sign. However, China continued to experience negative rental reversions. Notably, Australia saw a significant double-digit rental reversion Divestment In November, 3 properties were divested while 6 are pending dive
Mapletree Logistics Trust's 3Q FY24/25 Result Review
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Sporeshare
·
2025-01-31
$BABA-W(09988)$   US side closed well and higher at 102.74, BaBa HK likely follow and rising up to test 100.  A nice rebound indeed! Huat ah! Last night closed well, staying above 200 days Moving Average, pathing the way for further upwards direction. Alibaba HK likely follow and rise higher to test 100 than 118. Pls dyodd. 25th January 2025: Alibaba (9988.HK) - Chart wise, bullish mode! She is rising up to retest 86.10 than 91.40 and above! Last night , US side Alibaba closed 3.53 percent higher , up 3.04 at 89.14! Come Monday, alibaba HK likely follow and rises higher! I think they may increase the dividend payout with better Gross Revenue, Net profit and healthy cash flows! Not a call to buy or sell! Pls dyodd. 
$BABA-W(09988)$ US side closed well and higher at 102.74, BaBa HK likely follow and rising up to test 100. A nice rebound indeed! Huat ah! Last nig...
TOPSPOT_ON: let's rocket to the moon hopefully this time
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nerdbull1669
·
2025-01-31

30 Jan Market Ended Positive After Sharp Dip But Quick Recovery In Late Trade

After a sharp dip but quick recovery in the afternoon session, we saw the stock market closed positively. Starting Saturday, President Trump has announced a 25% tariff on Canada and Mexico, the reason for this tariff is for immigration, trade deficits, and fentanyl issues, according to Bloomberg. This move, which he attributes to issues of illegal immigration and fentanyl trafficking, follows his earlier executive orders on immigration. The market is closely monitoring the situation as the tariffs could impact trade relations and economic dynamics with these neighboring countries. DJIA increased by 0.38%, the NASDAQ also rose 025% while S&P 500 gained the most 0.53% and Russell 2000 also outperformed with a 1.1% jump. Strongest Growth In Personal Spending In Fourth Quarter We saw the i
30 Jan Market Ended Positive After Sharp Dip But Quick Recovery In Late Trade
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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Long_Equity
·
2025-01-31

Fan of high returns on capital?

Fan of high returns on capital?Here's a list of US companies sorted by the minimum their cash ROC was over the last 10 years. In other words, these companies consistently have high returns on capital.Which do you like? $.SPX(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $VeriSign(VRSN)$ $Manhattan Associates(MANH)$ $Domino's Pizza(DPZ)$ $Texas Pacific Land(TPL)$ $MasterCard(MA)$ $Robert Half(RHI)$ $Paychex(PAYX)$
Fan of high returns on capital?
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DavidMarlin
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2025-01-31
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Travis Hoium
·
2025-01-31

Is the AI Bubble Bursting?

On Monday, $NVIDIA(NVDA)$ 's shares fell 17%, and the company lost $593 billion in value, the most in a single day in history.The cause was the DeepSeek AI model that was open-sourced from China, competing on a level playing field with OpenAI’s o3 model and similar models from Anthropic and Google.The debates around whether DeepSeek cost more than they said or what chips they used aren’t relevant to the industry long-term. What’s relevant is model training getting cheaper and models getting smaller.Both trends are a big deal for the AI bubble inflating the market.What is going on? Everyone is reevaluating how much spending is going to go into AI this year and beyond. And the answer may not be as bullish as it was a few weeks ago.Is Capex Growing?W
Is the AI Bubble Bursting?
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10.35K
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OptionsDelta
·
2025-01-30

The NVIDIA procurement guy is back, choosing to buy $300 million in straddle options

After the January FOMC meeting ended, there was no rate hike as expected. Powell maintained his previous stance on controlling inflation, but during the Q&A session, he mentioned he hadn't communicated with Trump, leaving uncertainty about whether his attitude might change after such communication. $NVIDIA(NVDA)$ According to Wednesday's options opening details, this week's bullish top positions exceeded bearish ones, maintaining the original judgment above 120, with the upper limit raised to 130.Long-term outlook remains bearish, with strike prices down to 100, with positions extending to June. This is understandable - January's Deepseek incident suggests companies will continue to enhance computing power this year, leading to ongoing questio
The NVIDIA procurement guy is back, choosing to buy $300 million in straddle options
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JC888
·
2025-01-30

NVDA cont'd to slide for another day?

C On Wed, 29 Jan 2025 US market continued to slide for another session, despite the expected. That is the Fed kept interest rate status quo (4.25% to 4.5%), as per CME Fed Watch tool predictions. By the time 4pm came knocking DJIA : - 0.31% (-136.83 to 44,713.52) S&P 500: - 0.47% (-28.39 to 6,039.31) Nasdaq: - 0.51% (-101.25 to 19,632.32). Market continued to decline because of the hinted hawkish tone in the FOMC conference that followed. For the first time in the Fed statement did not include that inflation "has made progress toward" the Fed's 2% inflation goal. With the FOMC meeting over, policymakers will be a hiatus until the March 18-19, that's when FOMC will next convene. According to Trade Station, Global HD of Mkt strategy, David Russell: Fed's meeting break enables a
NVDA cont'd to slide for another day?
TOPj islandfund: thanks for sharing I think Nvidia will return it's still got big followers so they won't want you miss out.⭐
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5.73K
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Mickey082024
·
2025-01-30

Why is Super Investor and Smart Money Buying VISA?

$Visa(V)$ Visa's stock is at an all-time high, yet many top investors are still purchasing at these record levels. Why is that? Is it simply a safe investment with little risk of loss, or does Visa still have room for growth? In this video, we'll apply our seven-step analysis to explore why Visa remains such an appealing investment, even at its peak, and what the future might hold for this outstanding company. Visa is a major player in the digital payments space, enabling both individuals and businesses to transfer money through its extensive network, VisaNet. The company processes transactions across more than 200 countries, and in 2022 alone, it handled around 24.42 billion payments valued at approximately $13 trillion. Let’s begin with a look at V
Why is Super Investor and Smart Money Buying VISA?
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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Xaddy_Analyst
·
2025-01-30

🌿 Sustainable Investing in 2025: Navigating the Green Investment Landscape

As of January 30, 2025, sustainable investing has transitioned from a niche market to a central focus for investors worldwide. The increasing urgency of climate change, coupled with evolving regulatory frameworks, has propelled environmental, social, and governance (ESG) factors to the forefront of investment strategies. This comprehensive analysis delves into the current state of sustainable investing, emerging trends, and strategic considerations for investors aiming to align their portfolios with sustainability objectives. 1. The Current State of Sustainable Investing ✅ 1️⃣ Growth in ESG Assets Under Management (AUM) Global Surge: ESG-focused assets have seen a significant increase, with global AUM reaching unprecedented levels. Regional Insights: Europe continues to lead in ESG investm
🌿 Sustainable Investing in 2025: Navigating the Green Investment Landscape
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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7.07K
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Mickey082024
·
2025-01-30

New AI Contender Shock the Market – FOMO Already In, Is It Still a Buy Now?!

$Alibaba(BABA)$ It was another turbulent day in the market, with Nvidia dropping 5% along with other stocks. Microsoft is investigating whether Deep Seek improperly obtained data for their AI system. OpenAI claims to have evidence that Deep Seek used their model to train a competitor. However, today's focus is on Alibaba, which has announced a new Quen model that outperforms fellow Chinese company Deep Seek on various benchmarks. Before diving into the article, it's worth noting that Alibaba's stock is up around 4% today, now trading at $100. This clip sets the stage for our episode. Alibaba has just released the latest version of Quen, Quen 2.5. This development highlights the rapid evolution of the AI market. According to Alibaba, their new mode
New AI Contender Shock the Market – FOMO Already In, Is It Still a Buy Now?!
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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4.45K
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BryanMing
·
2025-01-28
While quantum computing has the potential for a "ChatGPT moment," it may take some time to reach that point. Continued research and development are crucial to overcoming the current challenges and unlocking the full potential of this technology.
While quantum computing has the potential for a "ChatGPT moment," it may take some time to reach that point. Continued research and development are...
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Vincent LS
·
2025-01-28
$NVIDIA(NVDA)$  All the hyperscalers are going back to the draw board and ask do they need so many GPUs and so urgently. I believe Nvidia volume output will not change but margin will definitely be squeezed. It will no longer command the same margin. 
$NVIDIA(NVDA)$ All the hyperscalers are going back to the draw board and ask do they need so many GPUs and so urgently. I believe Nvidia volume out...
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Basics101
·
2025-01-28
I'm guessing Saylor doesn't use charts as he buys the top every time!  He loses about 50 million dollars per trade as the Bitcoiners see the transactions and take profits. He currently has about a 30% buffer between being a hero and crashing the entire crypto market which gets smaller every time he buys the top! It's just a shame he's company doesn't make any money or he wouldn't need to gamble everyone else's. 

MicroStrategy Buys 10.1K Bitcoin for $1.1B, Taking Holdings to 471,107 BTC

MicroStrategy , led by Executive Chairman Michael Saylor, added to its bitcoin holdings for a 12th straight week.In the week ended Jan. 26, the company bought 10,107 BTC, taking its total holdings to 471,107 BTC, Saylor wrote in a post on X. The purchase, at an average price of $105,596 per bitcoin, raised MicroStrategy's overall average purchase price to $64,511.Saylor teased the announcement on Sunday, as he has done in recent weeks, posting: "Don't stop thinking about tomorrow."On Jan. 21, M
MicroStrategy Buys 10.1K Bitcoin for $1.1B, Taking Holdings to 471,107 BTC
I'm guessing Saylor doesn't use charts as he buys the top every time! He loses about 50 million dollars per trade as the Bitcoiners see the transac...
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antiti
·
2025-01-28
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Shumer
·
2025-01-28
We should not underestimate existential aspect of AI development. Who knows, maybe bitcoin was invented by AI to exploit our greed towards infrastructure imrovements and consciousness replication. First as prerietory models, and later as open-source tamagochi devices connected to a destributed network
We should not underestimate existential aspect of AI development. Who knows, maybe bitcoin was invented by AI to exploit our greed towards infrastr...
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lappiloco
·
2025-01-29
$Alibaba(BABA)$  Baba will continue pushing upwards as the wave of AI advancement and growth stimulus passed the January slump. There will be an increase on consumer spending power after the Chinese New Year and these consumers will go all out to spend this money.. ✓✓✓$$$
$Alibaba(BABA)$ Baba will continue pushing upwards as the wave of AI advancement and growth stimulus passed the January slump. There will be an inc...
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RonnieSG
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2025-01-29
With such a broad band of potential, Tesla will become a Exxon who EVs will depend on, a Power Utility which will make the legacy Utilities second fiddle, a Grab/Uber combined, a revamped EV supplier of choice, and a future Robot rental company for the elderly (remember the world is aging fast). Jump on the bandwagon while it is still at a reasonable price point. Buy and Hold for retirement and keagacy for the next generation

Tesla Q4 Preview: Can the EV King Be Trusted?

Tesla's Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg's consistent expectations.Tesla will post its financial r
Tesla Q4 Preview: Can the EV King Be Trusted?
With such a broad band of potential, Tesla will become a Exxon who EVs will depend on, a Power Utility which will make the legacy Utilities second ...
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Stonkedaddy
·
2025-01-29
The real question is where else will you get thesechips? The answer.. nowhere. This is a pointless play by trump other than revenue gathering.  TSMC is already building out production within the U.S. hyperscalers have already signalled their peace with overspending to avoid the risk of falling behind. All this will do is slow down the U.S' hardware innovation and hurt U.S companies. supposedly the exact opposite of what trump wants to happen. What do you think?
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The real question is where else will you get thesechips? The answer.. nowhere. This is a pointless play by trump other than revenue gathering. TSMC...
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