2.46K
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2025-02-21
US Tiger Research: BILI: Maintain BUY and $25 PT
$Bilibili Inc.(BILI)$ (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
TOPCapital_Insights: Nomura Securities raised its price target for $Bilibili Inc.(BILI)$ from $24 to $25.
4.08K
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2025-02-21
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
TOP14% institutional ownership. Bottomed out & will increase significantly if a trade deal is done. 200+ quickly
17.48K
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2025-02-21
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)
TOP[Miser][Miser][Miser]those five are potential
3.52K
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2025-02-21
SG Budget 2025: Is A Pay Raise Really Coming?
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
TOPThe SG Budget 2025 gives every Singaporean household S$800 in CDC vouchers. The budget tried to adress the Inflation which is the biggest worry all of us have. The government has given us some short term goodies with hope that it may help them win the coming election. The long term horizon action items would be painful so it is not announced this round. $800 in CDC vouchers for use in limited places actually benefit some type of chosen vendors. Others such as income tax rebate comes with conditions / cap at $200 actually make us more sad than happy. The worst part of this budget is that majority of us get no real ‘relieve’ or ‘real’ help from the government. The wage adjustment plan benefits very small number of citizens. Thanks @Tiger_SG Come! @icycrystal @Blinkfans @1PC @rL @TigerGPT
3.10K
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2025-02-20
$TSLA 20250221 365.0 PUT$ Holdimg on abit more to close this option for the full premium
7.04K
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2025-02-20
Are we in a bubble?
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
TOPbe fearful when others are greedy
1.21K
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2025-02-19
$KraneShares CSI China Internet ETF(KWEB)$ 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
KWEB
02-19 01:31
USKraneShares CSI China Internet ETF
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 35.68 | -- Closed |
3.68K
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2025-02-20
$Alphabet(GOOGL)$ 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
1.74K
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2025-02-20
$VXX 20250314 50.0 CALL$ 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.
VXX CALL
02-19 23:33
US20250314 50.0
| Side | Price | Realized P&L |
|---|---|---|
| Sell Open | 1.21 | -- Closed |
1.87K
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2025-02-20
$YINN 20250221 39.0 PUT$ Took profit. China market has been so bullish. Do not bet against it for now.
YINN PUT
02-20 22:37
US20250221 39.0
| Side | Price | Realized P&L |
|---|---|---|
| Buy Close | 0.08 | +85.82% Closed |
1.62K
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2025-02-20
$SOFI 20250321 16.0 CALL$ 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.
SOFI CALL
02-20 22:53
US20250321 16.0
| Side | Price | Realized P&L |
|---|---|---|
| Buy Close | 0.75 | +38.57% Closed |
2.65K
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2025-02-21
$TSLA 20250228 380.0 CALL$ 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
3.45K
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2025-02-21
$CLSK 20250620 25.0 CALL$ Taking profits on this batch of calls when CLSK is low. Will resell again when time is right.
TOPNice profits! How much margin did that take up though?
1.64K
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2025-02-21
$CNXC 20250321 50.0 CALL$ 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 😂😅
4.46K
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2025-02-21
$QQQ 20250220 540.0 CALL$ 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. $QQQ 20250220 540.0 CALL$
11.58K
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2025-02-21
$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$
PLTR
02-20 22:28
USPalantir Technologies Inc.
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 105.00 | +59.52% Holding |
TOPThank you for sharing your trading plan and orders. It's always insightful to see how others approach the market. Welcome to USE CBA tool to help you continued success in your value and swing trading endeavors. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
3.61K
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2025-02-21
$BABA 20251017 220.0 CALL$ Took quick profit after 2 hours of ~USD 100. The theory was right. Unfortunately, I only had one lot for cautious optimism and to participate in the situation. I didn't want to hold on to this because there was a chance it might reverse its trajectory and get stuck in an uncomfortable position. All in all a fun and good trade.
BABA CALL
02-21 00:11
US20251017 220.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 4.50 1Lot(s) | +17.94% Closed |
2.83K
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2025-02-21
$iShares MSCI Japan ETF(EWJ)$ Weekly DCA into Japan. The BOJ is looking at raising interest rates again. Japan is a gamble now and is somewhere I am still willing to invest in For a longer term horizon.
EWJ
02-21 02:31
USiShares MSCI Japan ETF
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 69.58 | +41.68% Holding |
3.97K
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2025-02-21
$EQT Corp(EQT)$ Weekly DCA into the natural gas sector. This is really for the long term. President Trump is not for all the green initiatives and believes that global warming and the likes are falsehoods. I may not necessarily agree with his views but given his views I think that the oil and gas sectors are here to stay. Either way, as long as there is no major breakthrough In green energy, I am staying firm in this position.