$GDS-SW(09698)$ AI has become the battleground for tech giants, and $BABA-W(09988)$ has made a bold statement in its Q3 2025 earnings report, declaring that it will invest more in cloud and AI infrastructure over the next three years than in the past decade combined. This strategic move has sent ripples across the capital markets, with a significant impact on the stock price of GDS Holdings. As the core IDC supplier for Alibaba Cloud, GDS is uniquely positioned with its deep ties to the company, handling over 40% of Alibaba Cloud’s data center orders in China. With Alibaba ramping up its AI investments, the demand for data centers is set to soar, directly fueling GDS's business growth. Given the strong
$Alibaba(BABA)$ The bull market is here, and Alibaba’s earnings report highlights the huge opportunities within China’s industrial chain! Particularly with Alibaba significantly ramping up its AI-related investments, it's giving a major boost to the tech sector. If you missed out on $Xiaomi Corp.(XIACY)$ and $MEITUAN(MPNGY)$ , don’t let Alibaba slip by! With its deep AI investments and strong industrial foundation, Alibaba is a stock you can confidently hold long-term.
Market Volatility Leads to Palantir (PLTR), Bullish Sentiment Continues
Palantir Technologies (PLTR), Inc. is a holding company, which engages in the development of data integration and software solutions. It operates through the Commercial and Government segments. The firm offers automotive, financial compliance, legal intelligence, mergers and acquisitions solutions. PALANTIR (PLTR) Daily Chart February 8th 2025 This is the last chart updated a couple days ago. The rally continued as we expected and the market resumed the bullish trend to build wave V with the last earnings announcement. The movement was showing 3 waves up and we were waiting for wave ((4)) of V before it continues higher. Also we suggested that, as long as we don’t see that wave ((4)), the price could continue to rise without any problem, but if you see the correction it is an o
$Bilibili Inc.(BILI)$ (BILI, BUY) - Solid 4Q Driven by Gaming and Advertising; Strong Momentum Likely to Continue in 2025; Maintain BUY and $25 PT We are maintaining our BUY rating and $25 PT after BILI reported above-consensus 4Q revenue and profits. 4Q DAU grew 3% y/y to 103M (vs. +4% in 3Q). MAU grew 1% y/y to 340M (vs. +2% in 1Q), with the DAU/MAU ratio largely stable at 30%. Engagement metrics remained healthy: average daily time was 99 minutes in 4Q, +4% y/y; average total daily video views grew 12% to 4.8B (vs. +23% in 3Q); average monthly interactions increased 3% y/y to 15.5B.Driven by the continued success of San Guo, Mobile Game revenue grew 79% y/y in 4Q (vs. +84% in 3Q). BILI believes San Guo will have a long lifecycle of over f
US Tiger Research: BABA, Maintain BUY and Increase PT to $145
$Alibaba(BABA)$ . (BABA, BUY) - 3Q Beat Driven by E-commerce and Cloud; Rising Capex to Seize Growth Opportunities; Maintain BUY and Increase PT to $145 We are maintaining our BUY rating and increasing PT to $145 (was $115) after BABA reported strong F3Q results with both revenue and profits above expectations. The company has completed major offline asset divestments to focus on e-commerce and AI + Cloud.Total revenue grew 8% y/y (accelerated 3pts from last quarter) and adjusted EBITA grew 4% for the first time since F3Q24. TTG CMR grew 9% (accelerated 7pt), with both take rate and GMV up y/y with larger contribution from take rate expansion. Take rate expansion was mainly driven by the 0.6% software service fee and increased penetration of
Earnings Special|HLF, MD, DBRG, HAS, RGR Surged on Strong Performances
Recently, many companies have been releasing their Q4 2024 financial results. Little tigers🐯, have you discovered any companies with astonishing financial performance? Wallstreet_Tiger has selected five stocks with significant gains and strong financial results to introduce to you. These companies are spread across various industries:Nutrition and Health Industry: $Herbalife(HLF)$ Medical Technology Industry: $Pediatrix Medical(MD)$Digital Infrastructure Industry: $DigitalBridge Group, Inc.(DBRG)$Toy Industry: $Hastings Rare Metals Ltd(HAS.AU)$ Firearm Manufacturing: $Sturm Ruger(RGR)
This week, Singapore announced its 2025 fiscal budget. The budget covers various aspects, including living subsidies (S$800 CDC Vouchers), childbirth incentives (S$5,000 bonus for each third child), reduced tuition fees, employment and job support, business subsidies, transportation, and housing.One of the most relevant topics for workers is salary increases. The planned wage adjustments will take effect in 2025, with higher increments over the next two years.In recent years, Singaporeans have struggled with inflation. Although inflation has fallen to 1.6%, the cost of living remains high without wage growth.So, is a pay raise really coming?The new budget aims to increase wages for low-income workers while helping employers manage labor costs. To achieve this, the government will enhance t
By every measure, the US stock market is extremely overvalued. The shiller PE ratio of S&P500 is at a record of 38.25. The only other time it has reached this and beyond was in 2000 dotcom bubble and 2022 both ended with massive market correction. If you look at famous buffet indicator, you will realise that the current ratio at 208% is 66% or 2 standard deviation higher than historical average. Again both in 2000 dotcom and 2022 it reaches this level and ended up crashing. So are we approaching recession? Well no one can time the recession/market correction but it will happen. If we look at the most reliable recession indicator, the 10 year - 2 year treasury yield, it is not looking good. What is this? Well, a treasury yield curve shows the interest rate that is expected from a t
$KraneShares CSI China Internet ETF(KWEB)$ Why I Bought KWEB: The Coming Rotation to Eastern Tech Stocks 📉 The U.S. Tech Rally Is Overheated—Time to Rotate Over the past year, the U.S. tech sector has dominated market returns, with stocks like NVIDIA, Microsoft, and Meta posting record highs. However, this rally has led to overvaluation concerns, stretched technical indicators, and increased regulatory scrutiny, especially with rising interest rates and election-year uncertainty. At the same time, the Eastern tech sector has been lagging behind, weighed down by regulatory overhangs and investor pessimism. This divergence presents a classic rotation opportunity, where global capital starts flowing out of overbought U.S. tech stocks and into u
$Alphabet(GOOGL)$ 1. AI Dominance with Gemini – Google’s Gemini AI is poised to redefine AI-powered search and applications, challenging OpenAI and positioning Google at the forefront of generative AI. 2. Quantum Computing Edge – Google’s advancements in quantum computing, especially with Sycamore, could lead to breakthroughs in cybersecurity, drug discovery, and AI training, giving it a long-term technological moat. 3. YouTube as a Super App – YouTube is evolving into an all-in-one entertainment, shopping, and education platform, creating new revenue streams beyond ads. 4. Hidden Cloud Potential – Google Cloud is rapidly gaining enterprise traction, and its AI-driven infrastructure could soon rival AWS and Azure. 5. Untapped Subscript
$VXX 20250314 50.0 CALL$ VXX: Collect 2.4% premium for this covered call with strike at $50. Contract expires in 4 weeks on 14th Mar. Volatility had been multi months low at current level. Selling fresh call to collect some premium to offset the decay. Might look to accumulate some additional trade at lower level as well.
$SOFI 20250321 16.0 CALL$ Taking profits from the covered call die to the sudden dip. Still believe that this is a long term investment play, will consider reenter via longer term short put or covered call.
$TSLA 20250228 380.0 CALL$ Sold another covered call on tsla as price broke out of $360 but couldn't hold it as support $360 is resistance again. If I'm wrong the 20 simple moving average is at $374 which will be strong resistance so the 380 call should be safe
$CNXC 20250321 50.0 CALL$ Bought 2 lots for a gap up in price hopefully closer to result release, PE is dirt low but for some reason the price refuses to budge 😂😅
$QQQ 20250220 540.0 CALL$ Sold covered call on this lot of underlying that didn't get called away even the strike was met, these algo, probably knew the market is gonna be negative thus don't take assignment... that itself taken as a hint for market direction over the next day or even the couple of day after. So, likely this CC will expire worthless today. $QQQ 20250220 540.0 CALL$