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我真係好犀利
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2025-05-01

🚨 META Q1: Big Beat, Still Cheap?

$Meta Platforms, Inc.(META)$ just crushed earnings — and the market noticed.✅ Revenue: $36.46B (+16% YoY) — beat✅ EPS: $4.71 — beat by 24%✅ Daily Active People: 3.43B (+6%)✅ Ad pricing: +10% YoY✅ Operating margin: 41% (was 33%)Despite a bump in CapEx (now $68B for 2024), Meta still bought back $13.4B in stock last quarter. Even with heavy AI investment, it’s delivering strong margins, user growth, and cash flow.📈 Valuation? Still ~23x forward earnings — not bad for a company scaling this fast with real profits.📊 Guidance for Q2 also came in above expectations. Meta’s AI push is real, but it’s the core ad business that’s funding it — and that engine is humming.🔥 Still bullish on META? Or is CapEx too much too soon?Drop your thoughts 👇
🚨 META Q1: Big Beat, Still Cheap?
TOPMortimer Arthur: Meta ain't got nothing to do with Tarrifs. Distribution of wealth will continue regardless of geographical location. Unless someone starts taxing the social media and flow of free information. META to $800.
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7.37K
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我真係好犀利
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2025-05-01

The world can survive without $NVDA — but not without $MSFT.

$英伟达(NVDA)$ may be the face of the AI boom, but $微软(MSFT)$ is the backbone — cloud, productivity, enterprise, infrastructure... it’s all there.While Nvidia dazzles with explosive growth, Microsoft moves like a disciplined giant — consistent, diversified, and deeply embedded in the global tech stack.And let’s not forget $Meta Platforms, Inc.(META)$ either — strong Q1 numbers, big AI bets, and solid profitability 👏🤞 Hoping this Microsoft + Meta earnings wave lifts broader market sentiment. Would be nice to head into the May Day weekend with some optimism, right?What do you think:👉 Is MSFT the true AI king?👉 Or will NVDA keep dominating the narrative?Let’s talk 👇
The world can survive without $NVDA — but not without $MSFT.
TOPMerle Ted: Nvidia will be the first company to reach 10T valuation. It will not be tomorrow, but it will happen.
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5.87K
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我真係好犀利
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2025-05-01

🚨 Is Elon Musk getting pushed out of Tesla?

$特斯拉(TSLA)$ stock dipped 3.38% last night — but the bigger shock?🚗 Rumors are swirling that the board is quietly preparing for a post-Musk Tesla.According to WSJ, some insiders believe Musk is getting distracted by politics and other ventures. Analysts are even saying Tesla needs its own “Tim Cook” — a focused operator who can refine what’s already built, not chase the next moonshot 🌕🤔 So… what happens if Elon actually leaves?With Tesla’s valuation already sky-high, could losing its biggest visionary trigger a serious correction? Or… would a more grounded CEO actually help Tesla mature?💬 Would you still buy TSLA if Musk isn’t the CEO anymore?Is he the genius behind it all — or just the chaos engine?Drop your thoughts 👇
🚨 Is Elon Musk getting pushed out of Tesla?
TOPMerle Ted: 350 next week let the robotaxi run commence!!
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6.17K
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港記
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2025-05-01

💥 Microsoft Earnings Recap: AI + Cloud = 🚀

$Microsoft(MSFT)$ just dropped earnings — and wow, it’s clear they’re riding the AI + cloud rocket.🔹 Cloud revenue hit $42B, up 22% YoY🔹 AI tools? Already boosting productivity across industries🔹 CEO Nadella: “We're building data centers across 4 continents — AI demand is global.”✨ Product HighlightsMicrosoft Fabric: 21K+ paying customers, up 80%Foundry AI: Over 70K enterprise users, processed 1 quadrillion+ tokens 🤯 (up 5x YoY!)Azure AI: Driving 16 pts of Azure’s 33% growth📊 Q3 FinancialsRevenue: $70.1B (+13%)EPS: $3.46 (+18%)Free cash flow: $20.3BBig enterprise orders (including OpenAI!) are rolling in 💼🔮 Looking Ahead (Q4 Guidance)Productivity & Biz (Office, LinkedIn): $32.0–32.35B, up 11–12%Azure cloud: expected growth of 34–35% (power &am
💥 Microsoft Earnings Recap: AI + Cloud = 🚀
TOPVenus Reade: Best AI, best all rounder tech play in market...
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5.61K
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港記
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2025-05-01

📢 Meta Q1 2025: AI-fueled growth + profit machine

$Meta Platforms, Inc.(META)$ just dropped another strong quarter — and it’s more than just a rebound story.✅ Revenue up 27%✅ Net income up 35%✅ Daily active users? A mind-blowing 3.43 billion people across the Meta family (yes, Facebook is very much alive).🧠 AI is the real storyMeta isn’t just throwing billions at the metaverse — it’s quietly building some of the world’s most powerful AI-driven ad systems. The result?Ad revenue up 16% to $41.4B (would be +19% FX-neutral)Family of Apps operating margin rose from 39.9% → 52.6% over 2 yearsAdvertisers are paying more because targeting is just that good 🎯💸 CapEx: All-in on AI2024: $39.2B2025 forecast: raised to $64–72B (!)That’s not for VR goggles — it’s going into AI infrastructure: better models, fa
📢 Meta Q1 2025: AI-fueled growth + profit machine
TOPEnid Bertha: META should be $600 by now....
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2.78K
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Shernice軒嬣 2000
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2025-05-01

Big Tech’s Blue Pill: Microsoft’s Results Stimulate AI Stocks Surge

Microsoft's stellar earnings delivered a Viagra-like push to AI stock enthusiasm, with its share price erected 7% after hours to $422.68 from a previous close of $394.04! The company reported $70.1 billion in revenue, up 13% year-over-year, and an EPS of $3.46, exceeding expectations. Azure’s cloud services excelled, growing 33%—surpassing the 29% forecast—with AI contributing 16% of that growth. Microsoft’s AI integration, fueled by its OpenAI partnership, into products like Office, underscores booming AI demand, electrifying investor confidence in AI-related stocks. The Productivity and Business Processes segment rose 10% to $29.9 billion, with AI-driven tools like Copilot boosting per-user revenue. Despite economic concerns, Microsoft’s stock climbed, signaling a potential rally for AI
Big Tech’s Blue Pill: Microsoft’s Results Stimulate AI Stocks Surge
TOPValerie Archibald: Looks like not even profit-taking can slow Mister Softee down. Bullish.
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2.60K
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Sporeshare
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2025-05-01
$Mapletree Ind Tr(ME8U.SI)$    30th April 2025: Great results! 4th quarter revenue is down 0.5% to 177.8m vs 178.7m last year. NPI is down 0.5% to 131.1m vs 131.7m.Distribution income is up 0.6% to 95.7m vs 95.2m. Dpu is flat at 3.36 cents due to enlarged no of share. FY dpu is up 1% to 13.57 cents. Gd results. Huat ah. Mapletree Ind Tr - Price is down 4 cents to 1.99 before the releasing of the 4th quarter results this ev ening, seem like some info is leaking! At 1.99 , yield is about 6.7% estimating yearly dividend of 13.35 cents. Anything more would be a bonus! Chart wise, 1.99 or 1.98 support will it be able to hold up well. Let's wait for the market to tell us! Pls dyodd. https://sporeshare.blogspot.com/2025/04/mapletree-ind-tr-p
$Mapletree Ind Tr(ME8U.SI)$ 30th April 2025: Great results! 4th quarter revenue is down 0.5% to 177.8m vs 178.7m last year. NPI is down 0.5% to 131...
TOPicycrystal: thanks for sharing
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12.28K
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koolgal
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2025-05-01

Trump's 100 Day Performance : A Snapshot

🌟🌟🌟Donald Trump's first 100 days have had a profound and disruptive impact on US  global relations, reflecting the sweeping "America First" agenda.  His aggressive policies, most notably the imposition of steep tariffs on imports from key trading partners such as Canada, Mexico and China, have sent shockwaves through long established economic and diplomatic ties.  These abrupt trade measures not only unsettled global supply chains but also signaled to other nations that the US is willing to disrupt multilateral norms in favour of unilateral economic pressure. Beyond trade, Trump's rhetoric and policy proposals such as provocative remarks about annexing territories like Greenland or asserting control over the Panama Canal, have cast doubts on the reliability of the US as
Trump's 100 Day Performance : A Snapshot
TOP1PC: Wow 😳 100 days liao [Facepalm]. Nice sharing 😄. @Shyon @JC888 @Barcode @yourcelesttyy
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7.73K
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Merlion.FIRESG
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2025-05-01
SMCI dropped double digits recently due to miss their rev target , im holding 500 shares of SMCI, opening up 5 more lots of $SMCI 20250502 27.0 PUT$ , if it continue to drop, I would able to bring down my average cost price so I can continue to do my CC strategy. SMCI's accounting issues is behind us, so the fundamental of the company shouldn't have much issue! 🚀
SMCI dropped double digits recently due to miss their rev target , im holding 500 shares of SMCI, opening up 5 more lots of $SMCI 20250502 27.0 PUT...
TOPMerle Ted: The great news on the stronger than expected jobs report of 177K jobs added on April will send stocks higher today. Great news for us!
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1.66K
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Merlion.FIRESG
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2025-05-01
One of my fav stock, open 1 lot of $TSLA 20250502 220.0 PUT$ just to participate in Tesla. Don't mind to be converted at 220. And Musk is cutting down his work at the white house, so hope to see Tesla price continue to rebound. Tesla was at a very oversold zone
One of my fav stock, open 1 lot of $TSLA 20250502 220.0 PUT$ just to participate in Tesla. Don't mind to be converted at 220. And Musk is cutting d...
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2.51K
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Ah_Meng
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2025-04-30
$TSLL 20250509 9.5 PUT$ I try to be as flexible as possible. Although I don't believe in Tesla, I don't mind taking short term positions in it. Just for the record, I have been moving in and out of Tesla leverage positions.  The reason for the change in position is simple. It may be surprising that it has nothing to do with its recent earnings (which is disastrous). It also has nothing to do with Donald Trump or Elon Musk, or the latest insider buying. However, at the same time, the reason behind is probably related to the above. It might sound confusing but a simple explanation. It's the trend. If you look at the 2nd chart (which is a primary chart of Tesla), you will notice that a nice triple bottom formation around
$TSLL 20250509 9.5 PUT$ I try to be as flexible as possible. Although I don't believe in Tesla, I don't mind taking short term positions in it. Jus...
TOPMig: congratulations on your winnings 🙂 remember, it's all about following the money... there are many companies that I don't like... but I like the money... 🤪 good strategy, liked the triple bottom signals hope that both contracts give you a positive outcome 🍀
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1.43K
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Axekay
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2025-04-30
$XIAOMI-W(01810)$  is a stock full of wisdom and potential, its latest venture into the EV local market shows how much more it can surprise and impress others. Excellent stock to hold now and beyond [Call]  [666]  
$XIAOMI-W(01810)$ is a stock full of wisdom and potential, its latest venture into the EV local market shows how much more it can surprise and impr...
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1.02K
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EtruscanMarce
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2025-04-30
$WOLF 20250502 3.0 PUT$ closed this with small loss.. market coming down. keep the bullet for other opportunities 
$WOLF 20250502 3.0 PUT$ closed this with small loss.. market coming down. keep the bullet for other opportunities
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6.85K
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港記
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2025-05-01

[Quick Take] Qualcomm beats earnings, but guidance disappoints

$高通(QCOM)$ released its FY2025 Q2 report: revenue and EPS topped estimates, driven by strong performance in core chip segments. However, Q3 revenue guidance of $10.3B (midpoint) missed Wall Street’s $10.35B expectation, triggering market concerns.Highlights:Q3 EPS forecast: $2.70 (midpoint) vs. est. $2.67QCT chip revenue: $9.47B (+18% YoY)📱 Mobile chips: $6.93B (+12%), boosted by premium Android demand (Samsung, Apple)🚗 Auto: $959M (+59%)🛠️ IoT: $1.58B (+27%)QTL licensing: $1.32B (flat YoY), stable 70% EBT marginManagement Talk: CEO Cristiano Amon reaffirmed Qualcomm’s push beyond smartphones, aiming for $22B in non-handset revenue by FY2029. He highlighted growth in AI and edge computing, plus the rollout of the X85 5G platform later this year.CF
[Quick Take] Qualcomm beats earnings, but guidance disappoints
TOPVenus Reade: Even in the PH it’s not moving much upwards . It looks the WS has the algorithm hard coded to not let this stock go past 140
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922
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AAT10
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2025-04-30
Comment
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3.35K
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GHuatfund
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2025-05-01

Tesla

Following ‌$Tesla Motors(TSLA)$  ‌ 's earnings release, the stock price movement has left many observers puzzled. As is often the case, investors have been quick to craft narratives in an attempt to rationalize the surge. One post from seekingalpha that stood out to me was titled, "Tesla: Don't Keep Letting the Market Take You for a Ride." It effectively summarized key points from the recent announcement and echoed the broader sentiment of what I interpret as a sense of optimism shared by a segment of the investor community. The writer argues that investors who "buckled up" Tesla during its recent dip have benefited, as the stock has rebounded. In addition, it criticizes the bearish media narrative, suggesting it exaggerated Tesla's trou
Tesla
TOPGHuatfund: High option open interests @ US$300 levels for 2 May 2025 expiry and corresponding @ US$230 levels for 16 May 2025 expiry
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24.91K
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港記
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2025-05-01

😂 Musk is not holding back—he just slammed the media outlet that reported he might be replaced as T

“This is a blatant breach of journalistic integrity,” $Tesla Motors(TSLA)$ Musk wrote on X. “WSJ is damaging the reputation of journalism.”Earlier, The Wall Street Journal claimed that $TSLA's board is quietly looking for a successor to Elon Musk due to his growing focus on politics and decreasing attention to the EV business.But Musk firing back so quickly—could it mean the rumor is totally false? Or is this his way of reassuring everyone he's staying focused on Tesla?What do you think? 👀
😂 Musk is not holding back—he just slammed the media outlet that reported he might be replaced as T
TOPTheIRLlabubu: I think if he leaves the company is finish it been trading on his image alone for the beginning , without him n base on share price telsa is close to 90 a share...
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1.77K
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StayClose
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2025-05-01
$Tesla Motors(TSLA)$  Another scalp on TSLA today using Tiger Contra Account. Traded using ticker symbol TSLL instead of actual TSLA ticket symbol because the price per unit is smaller, while price action is the same as TSLA. TSLL works well with Tiger Contra account because Contra account doesn't allow options trading, and TSLA price is too pricey for trading since profit/loss won't be significant. TSLA tested $275-$275.5 price level several times today and held strong above it.  Entered my TSLL position (at $9.85) when TSLA retrace back to $275 level again earlier, which was a great opportunity because it tested that level at least 3 times today. Sold all my TSLL position (at $10.15) when TSLA rebounded back to
$Tesla Motors(TSLA)$ Another scalp on TSLA today using Tiger Contra Account. Traded using ticker symbol TSLL instead of actual TSLA ticket symbol b...
TOPTiger_CashBoostAccount: Hello, your earning are so impressive! We sincerely invite you to join in our official telegram group for Singapore Tiger Cash Boost Community whre you can share your profit-earnings with other people and win some Tiger coins and physical gifts. Check My profile most recent official link>💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉
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Zarkness
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2025-05-01
$Apple(AAPL)$  some bearishness in Apple due to a sudden tariff spike causing disruption in supply and demand . How to navigate it and mitigate will have some cost effects ... so have to factor it in next 2 quarters. Overall shd be fine as long as apple community still very strong ! 💪 
$Apple(AAPL)$ some bearishness in Apple due to a sudden tariff spike causing disruption in supply and demand . How to navigate it and mitigate will...
TOPMortimer Arthur: Never thought I’d see the day when AAPL does not participate in a strong market rally.
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