6.86K
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2025-02-28
Why the Market isn’t Raising the Roof on Nvidia’s Strong FY25 Earnings
While American chipmaker Nvidia's ($NVIDIA(NVDA)$) earnings release for Fiscal Year 2025 (FY 2025), that ended on the last day of January 2025, was positive as expected, the market's reaction was rather cool. On the day of the earnings release – the 25th of February – the stock had dipped 2.8% from the previous day's close. On the 26th, however, it rose 3.7% - essentially marking a mere 1% premium. On the 27th, it fell a staggering 8.5%. Line item trends, while extremely encouraging at first blush, are heavy with nuance that seemingly explains why the majority of major market participants are "politely positive" as opposed to "uproariously bullish" on the stock's forward outlook. Trend Drilldown In overall terms, revenue trends are positive
TOPMaxGain: The market makers are certain CRISIS NARRATIVE that will cause massive sell down on the prices of good stocks, after which they will come in and buy it up SUPER CHEAP. It is such an old ploy that they have executed countless times and it always works. Another round of Wealth/ Money transfer is coming.
1.74K
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2025-03-02
PMI for manufacturing & services - Economic Calendar of the week starting 03 Mar 2025
Public Holidays Singapore, Hong Kong, China & the USA do not have public holidays in the coming week. Economic Calendar (03Mar2025) from Investing.com Notable Highlights S&P global manufacturing PMI for February will be released with a forecast of 51.6. The market is expecting growth in global manufacturing. ISM manufacturing PMI and ISM manufacturing prices will be released in the coming week too. The PMI is a reflection of the growth or contraction of the manufacturing sector. An amount that is more than 50 will reflect growth. However, the price forecast stands at 56.2. This implies inflationary pressure for manufacturing costs, which will likely be passed on to consumers. ADP nonfarm employment change has a forecast figure of 144,000. This is
TOPInteresting insights
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2025-03-02
Looking for the King of the SEA (Ltd)?? - Earnings Calendar for the week starting 03 Mar 2025
Earnings Calendar (03Mar2025) I am interested in the earnings of SEA, Crowdstrike, JD, Broadcom, Costco and Kroger in the coming week. Let us look into SEA Ltd. Sea Ltd is in the digital entertainment, e-commerce and digital financial service businesses in Southeast Asia, Latin America, Asia and internationally. Observations: The revenue grew from $161 million in 2014 to $13 billion in 2023. The operating profit turned black finally in 2023 with an amount of $343 million. Earnings per share (EPS) have grown steadily from -$0.34 in 2014 to $0.25 in 2023. However, the P/E of the stock remains at 713.3 (very high). Does this imply an overvaluation? The 10-year median margins for Gross Profit and Free Cashflow (FCF) are 31.8% and -12.7%, respectively. The stock price grew 149.3% from
TOPI agree that it was a good buy too $Sea Ltd(SE)$ [Eye]
1.16K
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2025-03-02
PCE, Hedge Funds exit & Delinquencies - News and my thoughts (03 Mar 2025)
News and my thoughts from last week (03Mar2025) How can the legacy media survive their self-destruction? Image has now erased -$450 BILLION of market cap over the last 24 hours. This comes after the company crushed earnings expectations, posting record quarterly revenue of $39.3B. -X user The Kobeissi Letter January PCE inflation, the Fed's preferred inflation measure, falls to 2.5%, in-line with expectations of 2.5%. Core PCE inflation was 2.6%, in-line with expectations of 2.6%. This marks the first decline in PCE inflation since September 2024. Image Hedge funds are RUSHING to the exit at nearly a RECORD pace: Hedge funds have been selling US technology stocks in February at the fastest rate since the 2021 Meme Stocks Craziness. Over the last 5 days alone, they reduced their exposure at
TOPYou've thought of everything.[Strong]
2.02K
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2025-03-03
Trump’s Crypto Party Crasher
Late on March 2, 2025, Trump stormed Truth Social with a wild promise: a U.S. Crypto Reserve starring XRP, SOL, and ADA! He roared about “huge relief” after Biden’s crypto smackdown—markets are buzzing like caffeinated bees! But hold the confetti—sneaky risks like rollercoaster prices and rulebook riddles are gatecrashing. Trump’s plotting to crown the U.S. the “Crypto Capital”—is this a blockbuster or a cliffhanger? We might see a rally on Monday! $MicroStrategy(MSTR)$ $Coinbase Global, Inc.(COIN)$ $Grayscale Bitcoin Mini Trust(BTC)$ $2X BITCOIN STRATEGY ETF(BITX)$
3.86K
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2025-03-03
$DBS Group Holdings(D05.SI)$ Happy to hold DBS for long term returns
1.18K
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2025-03-02
Layoffs, is there overvaluation? - my investing muse (03Mar2025)
My Investing Muse (03 Mar 2025) Layoffs & Closure news Retailers will close up to 15,000 stores this year, more than double the 7,325 closures in 2024 and breaking the closure record set in 2020 during the pandemic. Retailers are projected to open only 5,800 stores, slightly less than the 5,970 opened last year, but representing a widening gap favoring closings over openings. - Forbes DBS has identified 13,000 employees that require upskilling or reskilling in order to enable them to be future-ready, it said on Tuesday (Feb 25). This comes after Bloomberg on Monday reported that the lender plans to cut about 4,000 of its contract and temporary staff over the next three years. - Business Times (SG) DBS to cut 4,000 temp staff over next 3 years, replace them with AI. Will there be more A
TOPInteresting but is the jolt and SPX chart just a coincidence maybe ?
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2025-03-03
$Amazon.com(AMZN)$ compounding for long term..
1.13K
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2025-03-02
$Tesla Motors(TSLA)$
10.30K
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2025-03-03
$Advanced Micro Devices(AMD)$ let's go my perfect share, dropping means giving us chance to buy! Just buy and hold! Let's see!
TOPCongratulations on your succeed trades. Your recent success is a great motivator. Keep refining your investment strategies and making those smart moves. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. 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.
708
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2025-03-02
Market Highlights 💡 - 25 February 2025
As Nvidia's earnings report approaches, U.S. tech stocks continue to decline. 🇺🇸 S&P 500 Index: -0.49% 📉 🇺🇸 Nasdaq: -1.21% 📉 🇪🇺 STOXX 600 Index: -0.08% 📉 🇯🇵 Nikkei 225 Index: Market Closed 🇭🇰 Hang Seng Index: -0.58% 📉 🇨🇳 CSI 300 Index: -0.22% 📉 🇸🇬 Straits Times Index: -0.06% 📉 The U.S. stock market weakened, with the S&P 500 and Nasdaq Composite down 0.5% and 1.2%, respectively. Nvidia $NVIDIA Corp(NVDA)$
TOPNVIDIA Corp (NVDA) Stock Analysis Business Overview:NVIDIA Corp is a leading technology company in the semiconductor industry, specializing in the design and manufacture of graphics processing units (GPUs) for gaming, AI, and data center applications. The company is renowned for its cutting-edge technologies and has a strong presence in the gaming, AI, and automotive industries. With the growing demand for AI computing, NVIDIA is poised for further growth. Earnings and Forecast:Based on the latest forecast, NVIDIA is expected to achieve strong growth in the coming years. For the fiscal year ending in 2027, the forecasted earnings per share (EPS) is $5.74, with a forecasted gross income of $249.14 billion and a forecasted EBIT of $165.12 billion. Similarly, for the fiscal year ending in 2028, the forecasted EPS is $6.52, with a forecasted gross income of $289.65 billion and a forecasted EBIT of $185.04 billion. These forecasts indicate positive growth prospects for the company in the long term. Analyst Recommendations and Target Price:Currently, 23 analysts recommend NVIDIA stock, with 33 "buy" and 7 "hold" recommendations. Analysts have forecasted a mean target price of $173.4483, with a low of $75.4 and a high of $235.92. This range suggests that analysts believe there is growth potential for NVIDIA stock. Capital Flow Data:Over the past 5 days, the capital flow data for NVIDIA shows the following: On 21st February, there was an outflow of $1,028,599.27 thousand. On 24th February, there was an outflow of $626,384.47 thousand. On 25th February, there was an outflow of $458,866.64 thousand. On 26th February, there was an inflow of $215,516.44 thousand. On 27th February, there was a small outflow of $6,844.55 thousand. Support and Resistance Price:As of 28th February, the support price for NVIDIA stock is $120.81, while the resistance price is $125.01. These prices can act as reference points for traders and investors in determining potential buying or selling levels. Stock Price:As of 2nd March, the closing price of NVIDIA stock is $124.92. Summary and Disclaimer:Based on the analysis, NVIDIA has strong growth potential in the AI computing industry and other sectors. However, the stock market is subject to inherent risks and normal fluctuations in stock prices. The above analysis does not constitute investment advice. Investors are advised to conduct their own research and analysis before making investment decisions. [Note: The above information is based on the data available as of the date mentioned and is subject to change. Please refer to the latest information and consult with a financial professional for updated analysis.] Disclaimer: The information provided here is for informational purposes only and should not be considered as investment advice. The analysis is based on historical and forecasted data, and there is no guarantee of future performance. Investing in stocks involves risks, including the risk of loss of capital. Readers should do their own research and consult with a financial advisor before making investment decisions.
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2025-03-02
REIT Stocks: Unlocking Real Estate Income in 2025
As the real estate market evolves, Real Estate Investment Trust (REIT) stocks are emerging as a robust way for investors to gain exposure to income-generating properties. In 2025, REITs continue to be a cornerstone of diversified portfolios by offering stable dividends and long-term capital appreciation. This post delves into the fundamentals of REIT stocks, examines key market drivers, explores diverse applications across property sectors, discusses investment opportunities and risks, and presents market projections—all supported by detailed data and a visual graph. 1. Overview of REIT Stocks Definition & Significance: REIT stocks represent companies that own, operate, or finance income-producing real estate. By law, REITs must distribute at least 90% of their taxable income to s
TOPthanks for sharing. are u bullish on REIT
1.76K
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2025-03-02
Digital Twin Stocks: Revolutionizing Industrial Efficiency in 2025
As industries continue to embrace digital transformation, Digital Twin stocks are emerging as a groundbreaking investment opportunity in 2025. Digital twins—virtual replicas of physical systems—enable real-time simulation, monitoring, and optimization of industrial processes. This post explores the fundamentals of Digital Twin stocks, key drivers behind their growth, diverse applications in various sectors, investment opportunities, risks, and market projections—supported by detailed data and a visual graph. 1. Overview of Digital Twin Stocks Definition & Significance: Digital Twin stocks represent companies that develop and implement digital twin technology. A digital twin is a virtual model of a physical asset, process, or system that uses real-time data to simulate its performance,
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2025-03-03
$Tiger Brokers(TIGR)$ [Surprised] [Surprised] [Surprised] [Sly] [Cool] roaring investment
TOPCongratulations!👏
2.53K
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2025-03-03
Hospitality S-REITs focus on active portfolio management to drive growth
THE managers of hospitality real estate investment trusts in Singapore (S-REITs) have been actively managing their portfolios, as they carry out asset acquisitions and enhancements, as well as proactive capital management to create value.The five trusts that focus on hospitality assets delivered mixed results in 2024, with operating performance mostly resilient, even as travel demand normalised following the post-pandemic travel boom. The REIT managers are cautiously optimistic on the sector’s prospects as they strengthen and optimize their portfolios.1. $CapLand Ascott T(HMN.SI)$ $CapLand Ascott T(HMN.SI)$ (CLAS) gross profit rose 8% on year to S$198.0 million in H2 2024, while revenue rose 6% to S$4
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2025-03-03
Weekly Inflows: Wilmar, Hong Leong Asia, Singtel & ABR Professional directors raise stake
The five trading sessions saw more than 70 director interests and substantial shareholdings filed for more than 40 primary-listed stocks. Directors or CEOs filed 20 acquisitions, and no disposals, while substantial shareholders filed four acquisitions and six disposals. Companies that saw director acquisition filings included ABR Holdings, Accrelist, GuocoLand, Hong Leong Asia, Hyphens Pharma International, IFS Capital, Megachem, PNE Industries, Singapore Shipping Corporation, Singapore Telecommunications, Stamford Land Corporation, Trans-China Automotive Holdings, Wilmar International, and XMH Holdings.1. $Wilmar Intl(F34.SI)$ On Feb 21, Wilmar International chairman and chief executive officer Kuok Khoon Hong grew his deemed interest in t
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2025-03-01
$NVDA 20250228 123.0 PUT$ Was so certain that these 2 lot of NVDA were as gonna be assigned during early trade on Friday. However the PCE report came in inline with analyst have lifted market's sentiment that rate cut may be back at the table after this report. The market headed back up and NVDA closes almost $2 higher than my strike, thus this option expired worthless. Kept my funds (for now, at least ) and the full premium collected. Not sure if the sell-off has ended, the market's worries are more than just inflation and rate cuts at this moment, thus, selling pressure may still persist. Still holding a nore cautious approach ahead. $NVDA 2025
TOPCongrats, full premium collected. Liked and shared
16.66K
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2025-03-01
$MARA Holdings(MARA)$ Got 4 contracts assigned on 1st March 2025. Will be selling covered call on Monday.
TOPshucks. I got 200 put contracts at $12 so can't really sympathise with you
3.02K
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2025-03-03
$Adobe(ADBE)$ sharing for coins 🤭
TOPCongratulations on your recent gains! Your dedication to value investing is clearly paying off. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🥳🥳 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.
2.03K
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2025-03-03
$Lightbridge(LTBR)$ Sharing something different today... there has been quite a bit of selling lately with regards to risky assets, such as the big 7, AI, crypto and even the latest hip, quantum computing. Even the safe haven such as gold and silver have corrected slightly. I have been holding light bridge lightbridge for a while now. Besides the principal stock, I have an option on it. Both doing alright I suppose given the late correction seen towards the end of February. Lightbridge hits a recent high of $16.90 in on Valentine day before correcting down. What a correction it did, around 50% in fact! It went all the way to $8.64, nearly wiping out all my gain. This sharing is not to show off my bravado. I have actually placed an order to se
TOPNuclear is still necessary, but it's years away from using anything LTBR brings to market. My fear is how Trump world will affect it's viability and the market over the next few months.