$Palantir Technologies Inc.(PLTR)$ PLTR managed to break and hold $90 level which is a very huge level for PLTR. Great to see some strength back at PLTR again. Quick scalp on PLTR again bought at $93.55, sold at $95. Some resistance at $94-$95 level, else watch for $98 for resistance.
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$DRDGold(DRD)$ Honestly, I believe the best way to make money for now is adopting guerilla war tactic. Set a target once reach the target sell, for me anything at 10 or greater then sell .
$Palantir Technologies Inc.(PLTR)$ Rolling some put position that was in the money a weeks back when the market crashed. Now that most stocks have rebounded PLTR included, these put are now too far out. By rolling it back, one will need to increase the strike, in this case the newly rolled put has a slightly below the current value Strike, this is so as hoping for PLTR to more or less maintain its current price at the least. Rolling these puts contracts back helps to minimize both the duration and quantity in hand, thus, the sooner they expire (worthless) the sooner they free up margin level, and that help to enter new position when opportunity arises.
$Intel(INTC)$ Another scalp on Tiger Contra account this time with INTC, bought at $18.44, sold at $21. INTC approached and broke below critical support level around $19.00 again last friday, thus took advantage of this level to get some position. Got back to $20 level with the recent announcement today. Expect some resistance around $21-$21.5 (daily 20SMA).
The Smiling Curve - The most important concept in business and investing
What is the most important concept in business and investing today?The Smiling Curve!Ever wondered why tech giants dominate and niche creators thrive while mid-sized businesses struggle? The Smiling Curve explains this phenomenon. Let’s dive in.ImageOriginating from Acer’s founder, Stan Shih, in the 1990s, the Smiling Curve illustrates value distribution across an industry. In his example, high value is found in R&D and marketing, with manufacturing in the middle adding the least value.ImageIn the digital age, this curve extends beyond manufacturing. It now represents how scale and specialization impact value creation.On the left of the curve are niche creators and specialists.They offer unique value without needing massive scale. Think indie newsletters, boutique consultancies, or spe
GoldNuggets Digest: gold ETF allocations, PBOC gold buying, China gold ETF holdings, China asset returns landscape, gold vs tech stocks... $Gold - main 2506(GCmain)$ Gold AllocationRetail allocations to gold ETFs are starting to shift —reaching a 4-year high as inflows step up and market movements begin to drift allocations higher from near record lows. Gold miners on the other hand still see historically light allocations, with gold mining ETFs seeing ongoing *outflows*. Still looks early.China Loves Gold — PBOC“China reported 5 tonnes of gold purchases in February… China actually bought 50 tonnes of gold in February (per GS).“ This makes a lot of sense, especially with Trump tariffs and increasingly hostile treatment of China by the USA — Ch
$Dutch Bros Inc.(BROS)$ Dutch Bros in Early 2025: Not a Buy Then The stock was trading at around $55 a share, and while there were reasons to be optimistic about the brand, I didn’t think the valuation made sense relative to the risks. Since then, we’ve seen Dutch Bros go on quite a roller coaster. The stock shot up close to $90 a share, fueled by momentum and investor enthusiasm, but has since retraced all those gains and is now trading back at around $53. Now, with all the recent stock market volatility, especially driven by the new wave of tariffs and macroeconomic uncertainty, investors are once again asking me to revisit Dutch Bros. They want to know if the stock is finally a buy — or if it’s still too risky at this stage. So, in this article
$ASML Holding NV(ASML)$ is expecting to release its fiscal Q1 2025 earnings results on 16 April 2025 before the market open. The consensus estimate for the revenues for the Q1 2025 quarter is expected to come in at $8.08 billion which would indicate a year-over-year change of +40.7%. For the earnings per share, the consensus estimate is expected at $5.99 per share which would represent a change of +81.1% from the year-ago quarter. ASML Holding (ASML) Last Positive Earnings Call Saw Share Price Decline By 1.35% ASML last positive earnings call on 29 Jan 2025 saw its share price decline by 1.35% since. The earnings call presented a strong financial performance for Q4 2024, with revenue and gross margin exceeding expectations. The company highlighted
Motorheads & Margins: Why AutoZone’s Engine Doesn’t Stall—Even When the Economy Does
Under the bonnet of a quiet retail juggernaut with torque to spare There’s something oddly poetic about $AutoZone(AZO)$. While the broader retail sector frets over footfall and inflation, this parts powerhouse just keeps revving. I’ve followed the company for a while now, and if there’s one thing that’s abundantly clear, it’s this: AutoZone isn’t just recession-resistant—it seems recession-fuelled. In times of economic cheer, we splash out on shiny new motors. But when the economy sulks, as it does now and then, we nurse our ageing rides back to health—and AutoZone is the pharmacy of choice. With the average vehicle age in the US creeping past 12.5 years (a new record, by the way), AutoZone is perfectly tuned for this greying fleet. More breakdowns
Abbott Labs (ABT) Guidance To Reflect Tariffs Impact
$Abbott Laboratories(ABT)$ is expected to release its fiscal Q1 2025 quarterly earnings result on 16 April 2025 before the market open. The revenues are forecasted to come in at $10.42 billion, which would be an increase of 4.5% compared to the same period one year ago. The consensus estimate for the earnings per share is expected to come in at an increase of 9.2% compared to same period last year, $1.07 per share. Abbott Labs (ABT) Last Positive Earnings Call Saw 9.56% Sharee Price Increase Abbott had a positive earnings call on 22 Jan 2025 which saw its share price increase by 9.56% since. The earnings call highlighted strong growth across several segments, particularly in medical devices and adult nutrition, alongside effective financial managem