Investors need a little patience, AI growth intact Last week, major tech companies like Meta, Apple, and ASML reported their earnings, and most of them performed well. Even Tesla, which had a less favourable revenue report, saw its valuation continue to rise. This is largely due to the perceived potential of AI in autonomous driving, which suggests there's still significant growth expected. This article is written by Shernice,please hit the like button or do a repost if you like my article. For instance, Apple's first-quarter revenue growth was down for iPhones but up significantly in services, indicating an expansion in AI and content sectors. Traditionally, China has been a major market for tech companies, but last year's Q4 showed the U.S. market surpassing China, reflecting
$.SPX(.SPX)$ - Recovery of the 50DMA: All good until $Alphabet(GOOG)$$Alphabet(GOOGL)$ Earnings Report. As long as the purple line continues as support, there are chances for green continuation. Interestingly price action stopped at $6041, a level to recover to consider the bounce reliable.Yesterday in the publication I noted that the first support level could be used for risk management for longs. but in case that you missed it, price action found rejection right at the central level. Suspicious.Image
This week I covered the following topics/ideas:1. Policy Pulse: Anticipate global growth reacceleration and inflation resurgence leading central banks to pause rate cuts, and maybe unpivot (back to rate hikes) in some cases.2. Tech Turbulence: The risk case for tech stocks is that extreme high investor confidence and stretched valuations get disrupted by the same kind of paradigm shift that triggered the AI bull run in the first place. $Invesco QQQ(QQQ)$$NASDAQ 100(NDX)$ 3. China vs USA: The 2025 surprise of Chinese stocks outperforming US stocks has received a boost from a surprising source; leaving a set of unknowns and exposing some key risks for investors. $.SPX(.
1.Pro-tip: don't try predict recession $.SPX(.SPX)$$SPDR S&P 500 ETF Trust(SPY)$ Just watch stocks.When the stockmarket stops going up and peaks, that's your clue.But that's only one piece of the puzzleImage2.Metals mired in a Macro Risk Sandwichi.e. Recession vs Reacceleration riskThrow in (geo)political uncertainty and it's a recipe for stalemate, volatility, and confusion. But still, we reckon this is *the* market to watch: Image3.Tariffic -- S&P500 companies get over 40% of their revenues outside of the USAOne of those things that's both a strength + weaknessImage
Here’s a quick “Off-Topic ChartStorm” on Gold — with gold breaking out to new highs I thought it would be timely and useful to present a set of charts on Gold (+Silver and Miners), to see what’s going on and where things are headed next. $Gold - main 2504(GCmain)$$Silver - main 2503(SImain)$ Learnings and conclusions from this week’s charts:Gold prices are on the rise globally.Central bank activity + (geo)politics are key drivers.There’s room to run for the secular bull market in gold.Silver also sees upside (relative value, macro tailwinds).Miners are cheap with defensive attributes + upside potential.Overall, while the move in gold prices over the past couple of years has been sharp, significan
📉 Stock Falls 8%: Alphabet’s stock took a hit after earnings missed expectations, and cloud growth slowed down. 💰 Revenue Performance: This quarter, Alphabet made $96.5 billion, up 12% from last year but slightly below expectations. However, EPS grew 31% to $2.15, beating forecasts! 📌 Key Business Highlights: 🔹 Google Services (Search & YouTube) Revenue reached $84.1 billion (+10%). Search ads made $54 billion, slightly above expectations, thanks to U.S. election-related spending, which was nearly double that of 2020! YouTube ads grew 13.8% to $10.5 billion, surpassing expectations. YouTube’s Connected TV watch share hit 11.1%, beating Netflix and Prime Video! 🔹 Google Cloud ☁️ Revenue: $12 billion (+30%), driven by AI infrastructure & cloud services, but slightly below the $12.1 b
Amazon (AMZN) International Segment Profitability To Watch
$Amazon.com(AMZN)$ will be reporting its fourth-quarter results, which are scheduled for release on 06 Feb after the market close. Analyst have been expected a strong results which should benefit from fulfillment and headcount leverage. Analyst’s $187 billion sales estimate aligns with consensus, while the $19.7 billion GAAP operating profit forecast exceeds the Street’s $18.9 billion. The retail data supports revenue growth, and AWS is likely to meet 19% – 20% growth expectations, aided by AI contribution. The consensus earnings per share forecast is expected to come in at $1.48 around 48% higher than the same period last year. Amazon (AMZN) Guidance To Robust Growth Might Came From AWS In the Amazon Q3 2024 earnings call, guidance revealed robus
Gold Breakout Analogs $Gold - main 2504(GCmain)$ The excellent Ronnie Stoeferle remarks: “Looking at historical analogs of major gold breakouts (1972, 1978, 2007, average), 2024 could mark the start of a multi-year rally with extraordinary potential. Could this be the era where gold crosses $10,000 per ounce? The parallels with the past are too strong to ignore, and the implications for investors are profound“. Media Mute on GoldMarin Katusa muses on the lack of media coverage of gold: “Despite a 70% price surge since 2020, news mentions of gold are at historic lows. The precious metal's meteoric rise appears to be flying under the radar“. Gold ReservesJan Nieuwenhuijs notes: “gold’s share of total reserves is sharply going up. According to my
Arm Holdings (ARM) Stronger Guidance and Outlook Expected On The AI Opportunities Capitalizing
$ARM Holdings(ARM)$ is scheduled to release its financial results post-market on 05 February 2025. Analysts estimate ARM to post revenue of USD 947.12M for 2025 Q3, up 14.94% YOY; EPS is estimated to be USD 0.34, up 92.25% YOY. Arm Holdings (ARM) Previous Quarter Earnings Call Positive Give 12.11% Gain Since Since ARM give its previous quarterly earnings call on 06 Nov 2024 which turned out positive, it has given a positive 12.11% change since. The earnings call for Arm's Q2 2025 was largely positive, with significant growth in royalty revenue and strong demand for Armv9 and CSS licenses. Despite challenges in the industrial sector and ongoing litigation with Qualcomm, the company's outlook remains optimistic with strong guidance for the next quart
Duolingo: The AI Stock That’s Fluent in Growth for 2025
From Language Lessons to Investment Lessons—Why This AI-Driven EdTech Star Deserves Attention Some stocks whisper potential. Others, like Duolingo (NASDAQ: DUOL), hoot it at you—relentlessly. What began as a quirky language-learning app with a persistent green owl has evolved into an AI-driven powerhouse in digital education. With its next earnings report due on February 27, 2025, now might be the time to listen closely. But is $Duolingo, Inc.(DUOL)$ a stock to merely watch or one to buy before it flies any higher? Let’s break it down. AI isn’t just transforming education—it’s rewriting the rules of business growth The Numbers: Speaking the Language of Profitability Duolingo’s recent financial performance suggests it’s not just an educational tool
$Palantir Technologies Inc.(PLTR)$$Direxion Daily PLTR Bull 2X Shares(PLTU)$ 🤖📈🅱️ U͛ L͛ L͛ I͛ S͛ H͛🔺🤖 🔍 The Future of AI Supremacy, Will Palantir Become the Microsoft of AI? 🚀🧠💡 Palantir $PLTR opened the day as the 49th largest public company in the world 🌏🌍🌎🌐 The artificial intelligence revolution is unfolding at an unprecedented pace, and Palantir Technologies ($PLTR) has emerged as a formidable contender for dominance in this space. Just as Microsoft solidified its foothold in personal computing, Palantir is leveraging its expertise in data analytics and machine learning to define AI applications across critical industries. But the question remains, Will Palant
$Microsoft(MSFT)$ - Posted yesterday with fundamental update: "The Bollinger band is trending down and far from being reached as in previous bounces highlighted. The Stochastic suggests the move is not complete.Key Levels: There is a lot of damage in the chart, $402 is the key level to manage risk if a long is considered. $425.5 may set some rejection or the 20DMA currently at $428."Image $Palantir Technologies Inc.(PLTR)$ - People who were long before the ER had a great ride. People who weren't and want to join the party could think twice, Palantir does not fill gaps usually, but this distance from the Bollinger high guarantees a consolidation, as it happened after February 6th 2024.There is no gravity f
On Mon, 03 Feb 2024, US stocks ended lower, but recovered from their intraday session lows. This comes, after President Trump confirmed that he would pause imposing new tariffs on Mexico (first) and Canada (subsequently) for 30 days. Though tariffs levied against China remains on course to take effect on Tue, 04 Feb 2025. At 4pm, when US market closed for Monday, (see above) DJIA : -0.28% (-122.75 to 44,421.91). S&P 500 : -0.76% (-45.96 to 5,994.57). Nasdaq : -1.20% (-235.49 to 19,391.96). Investors expecting that Trump administration's 2nd term to kick off with business-friendly policies instead have been barraged by policies tied to: Tariffs. Immigration. Cost-cutting within federal government. There is common consensus that all 3 executive orders when enforced, will cause (i) the US
Is It Time for AMD to Rise? For years, Advanced Micro Devices (AMD) has been a well-known player in the semiconductor and computing world, but its journey has been anything but smooth. After facing significant struggles against its primary rival, Intel, for much of the early 2000s and even through the 2010s, AMD found itself on the brink of irrelevance in the tech world. However, in recent years, AMD has begun to rise from the ashes, and many believe its time to shine may be now. Let’s take a closer look at AMD’s past struggles, its recent comeback, and whether it’s positioned to continue its rise in the highly competitive world of technology. A Rocky Journey: AMD’s Struggles in the Past In the early 2000s, AMD gained ground against Intel with its successful Athlon and Opteron series. Its
$NIO Inc.(NIO)$ Below $4.5 seems to be good buy. Once you bought at this level then just hold until Nio declare profit in the next few years. To be a millionaire through Nio in two years you need to have 50000 shares which amounts to $225000 if buy at $4.50. $20 in two years is a conservative target. Bear in mind that there are risks involved due to unforeseen circumstances. The more money you put in the higher the risks. Nio really need to perform well in order for the share price to move up consistently. Easy to become millionaire? Better think twice. 🍌 🍌 🍌
$BABA-W(09988)$ my interesting sharing for the day. I got my Tiger Cash Boost account CBA. First interesting point, I can buy in any currency, no need to change currency Secondly, the fees for HK is horrible About $35SGD for a $10000 trade. Should have stuck to US market Thirdly, if you don't sell within a few days, you will have to pay the full amount Let me know if I am wrong thank you
Nvidia isn't just about AI. But a long position holder wouldn't be too worried about the panic sell off, as the company is still at the forefront in their field. If anything, this correction is a good opportunity to accumulate more at a discount, which was what I did!