BIG TECH WEEKLY | Details in BIG-TECHs' CapEx Surge!
Big-Tech’s PerformanceDeepSeek - Trump tariffs - tech company earnings reports, this is the main theme of trading in the U.S. stock market in the past few weeks.Market volatility has been significantly elevated so far this year, with macro-level concerns about the Fed's "rate cuts" and the strong dollar under the Trump tariffs.U.S. bond yields were unsurprisingly pulled back, even before the Fed's rate meeting, as the impact of DeepSeek unexpectedly triggered a safe-haven pullback early;Trump's tariffs are not new, in the 1.0 period, the market although mind, but more understand its significance more in the negotiation (Bargain), so also with easy to be digested;Rather, it's the earnings reports of big tech companies that have a greater guiding influence on the market.Technology companies,
$Smith And Wesson Brands Inc(SWBI)$ Smith & Wesson is a fascinating company—it’s a firearms manufacturer that primarily sells to consumers. It remains relatively small, with a market cap of less than half a billion dollars. The stock is highly volatile, fluctuating between $30 and $6 over the past five years. However, it offers a solid dividend yield and has consistently repurchased shares. Is Smith & Wesson Stock a Buy? Before making an investment decision, it's crucial to understand the nature of the company. Smith & Wesson generates revenue mainly from two product categories: handguns and long guns. While they offer some additional products and services, the bulk of their income comes from handguns, which is what they’re best known
$NVIDIA(NVDA)$ It's going to steadily increase back to 150. Patience is key. Don't trust those downgrade fake news; the DeepSeek issue is being exaggerated, and the market is overreacting. Use this precious opportunity to buy the dips. Earnings are coming on February 26th, and a breakthrough at 150 is highly plausible. Some of Trump's policies or decisions, such as tariffs, might slow down Nvidia's growth, but in the long term, Nvidia is still a good stock to invest in.
Skyworks Solutions (SWKS): Navigating Beyond Apple and China for Long-Term Growth
$Skyworks Solutions(SWKS)$ has recently witnessed a significant stock price drop of 24.67% to $65.60, primarily due to news of reduced content in Apple's upcoming iPhone models. Historically, Apple has been a cornerstone of Skyworks' revenue, contributing around 72% in recent quarters. Additionally, China, through companies like Huawei and sales of Apple products in the region, has been a crucial market, potentially adding another 20-30% to its revenue pie. However, with this dependency now under scrutiny, the current market cap of $10.49B might not reflect the full growth potential of Skyworks. For investors focusing on long-term growth, here's how Skyworks is positioned to thrive beyond its reliance on Apple and China
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ is in free fall. I would say a probable bottom is 19-20 range. This is a quite volatile stock as it is linked to $Tesla Motors(TSLA)$ Tesla has a great potential with robo taxi and optimus robot. Also, great dangers such as Elon's political haters and enemies, Elon's DOGE role being a distraction, and a possible fallout of the relationship with DJT. The current bearish market is not helping either. This makes this a high risk - high reward stock. I have a few hundreds of TSLL and it seems a long position at the moment. I have a hedge in place with a LEAP short CALL to cover 25% down turn. But this may slip below the break-even. Hopef
Alphabet's underperformance stemmed from weaker-than-expected growth in Google Cloud, a division once hailed as a high-growth engine. This unexpected slowdown rattled investors who had bet on cloud services and AI as key growth drivers. Why Amazon May Have an Edge AWS (Amazon Web Services) Leadership: AWS continues to dominate the cloud market, holding a larger market share than Google Cloud. Its strong customer base and expansive service offerings give it a competitive edge. AI-Powered Innovations: Amazon has been rapidly integrating AI into its cloud platform through services like Bedrock and CodeWhisperer, catering to enterprises seeking generative AI solutions. E-Commerce and Logistics Synergy: Amazon’s cloud and AI solutions are deeply integrated into its retail and logistics operatio
Cybersecurity Smackdown: CrowdStrike vs. Palo Alto – When Billion-Dollar Dreams Meet Cyber Realities
In the ever-volatile world of cybersecurity, two juggernauts are duking it out for market dominance: CrowdStrike (CRWD) and Palo Alto Networks (PANW). With CrowdStrike’s market cap now soaring past $100 billion and Palo Alto busy building its platformisation empire, it’s time to dust off our spreadsheets and see which titan might be worth your investment—all while sharing a laugh or two. Business Models: Cloud Ninjas Versus Digital Fortresses CrowdStrike has revolutionised endpoint protection with its cloud-native Falcon platform. Imagine a state-of-the-art bouncer that never sleeps—powered by AI and machine learning, constantly on the lookout for intruders. Its subscription-based model is the secret sauce, ensuring that revenue flows in as reliably as a well-tuned firewall. Recently,
Why Nvidia, Broadcom, and Other Chip Stocks Are Surging Wednesday
Key TakeawaysNvidia and Broadcom shares surged Wednesday after Google parent Alphabet, a customer of both chipmakers, said it plans to ramp up spending on artificial intelligence. Alphabet said Tuesday that it plans to spend as much as $75 billion in capital expenditures this year, with most of the funds set to go toward expanding its AI infrastructure.Alphabet CEO Sundar Pichai also told investors on the company’s earnings call that the tech giant intends to continue its “strong relationship” with Nvidia.When you spot a great trading opportunity but don’t have the funds ready, use contra trading limits to buy stocks or ETFs immediately without upfront cash. Trade now and settle late
DeepSeek is an AI Sputnik Moment – What’s Next for Nvidia and Other AI Stocks?
DeepSeek is seen as AI’s Sputnik moment—just as the USSR's 1957 Sputnik launch caught the U.S. off guard, China's AI startup DeepSeek appears to have shaken U.S. AI dominance. DeepSeek has disrupted the U.S. AI sector by achieving comparable performance at a fraction of the cost of its American counterparts. Does DeepSeek’s R1 Really Cost So Little? DeepSeek claims that training its R1 model required only $5.6 million and 2,048 Nvidia H800 GPUs—approximately 3% to 5% of OpenAI’s estimated cost for GPT. While DeepSeek attributes its cost efficiency to new techniques in reinforcement learning, some speculate it may have also leveraged unauthorized model distillation. DeepSeek's actual costs are likely much higher than its claims. Scale AI CEO Alexandr Wang stated in a CNBC interview t
🏮 Lantern Festival Special: Tangyuan Emoji Contest 🎨
The Lantern Festival, also known as the Yuanxiao Festival, marks the grand finale of the Lunar New Year celebrations. Falling on the 15th day of the first lunar month, it’s a time for families and friends to gather, appreciate beautiful lantern displays, and enjoy festive foods—especially Tangyuan! 🏮✨These sweet glutinous rice balls (also known as Tangyuan), made from sticky rice flour and filled with delicious fillings like sesame paste, red bean paste, or fruit, symbolize family unity and good fortune. Served in a warm, comforting soup, Tangyuan represents a sweet and prosperous year ahead. 🥣💖What if Tangyuan had expressions? What would they look like—happy, surprised, sleepy, or mischievous? 😆🎭 Join our Tangyuan Emoji Contest and unleash your creativity! Design fun expressions for Tangy
Citi Expects Gold to Hit $3,000: Will You Jump In Now?
Citi recently stated that gold prices could reach an impressive $3,000 per ounce, driven by a combination of factors such as tariff risks and strong demand from central banks. This projection comes after a strong gold rally that has already seen the price rise by 10% this year, surpassing Citi's previous three-month target of $2,800 per ounce. As a result, Citi has updated its short-term price target to $3,000 per ounce, keeping its longer-term forecast (6-12 months) consistent with the same target. But what does this mean for investors considering jumping into the gold market, either through physical gold or gold stocks? Is now the right time, or should you wait for a better entry point? Why Gold Is Rising? Several factors are driving gold prices higher in 2025, with tariff risks and cent
Earnings Season: Which Stocks Are Worth Chasing After Beats?
As the busy earnings season continues this week, investors are watching closely as several growth stocks post impressive results. Companies like AFRM, FTNF, NET, PINS, and PTON have all surged more than 10% in a single day after reporting better-than-expected earnings. These kinds of beats often lead to market excitement, but the question remains: are these stocks worth chasing after such dramatic price movements? Personally, I believe in a disciplined investment approach, and that means not chasing stocks after they experience big earnings-driven surges. While it can be tempting to hop on the bandwagon when you see a stock’s price soaring, I prefer to stick to my strategy of buying low and selling high—rather than chasing stocks that have already surged, hoping for more gains. After all,
Palantir Soars After Earnings Beat! Is $150 the Next Price Target?
Palantir Technologies (NYSE: PLTR) saw its shares skyrocket following a stellar earnings report and optimistic guidance that surpassed Wall Street expectations. The company's impressive performance has fueled speculation about its future price target, with some analysts eyeing $150 as a potential next milestone. Earnings Performance at a Glance: Earnings Per Share (EPS): $0.14 (adjusted) vs. $0.11 expected Revenue: $828 million vs. $776 million expected This robust financial performance highlights Palantir’s ability to execute in an increasingly competitive data analytics market, driven by demand for AI-powered solutions and data-driven decision-making. Upbeat Forward Guidance The company raised its guidance, projecting revenue between $858 million and $862 million for the upcoming quarter
$SGX(S68.SI)$ I Took Partial Profits with S68 Strong Surge Upwards [OMG] and it's still Pushing Higher! Omg😱 Did I TPP too early [Happy] (It's fine 🙂 I can enjoy my breakfast 🥞🍳 with this TPP, thank you S68[Love you] ).
$MSTR 20250321 500.0 CALL$ The earnings is frankly sad. But well, maybe renaming it to make it not so micro can bring it to greater heights? [Happy] taking a punt at it. With so much volatility in the markets, bitcoin will struggle as it doesn't behave like gold. More like bullish tech stock on steroids.