Microsoft FQ3 earnings: Rule of 40 continues to support buy rating
$Microsoft(MSFT)$ This article argues why Microsoft Corporation stock is a buy after the release of its fiscal 2025 third quarter earnings report. The key takeaways are: Microsoft's FQ3 2025 earnings report shows a strong Rule of 40 score of ~52, driven by 15% growth and a ~37% net profit margin. I see good reasons for the score to further improve as its cloud segment grows at a rapid pace. I expect this segment to become its largest profit contributor in the near future and carry higher margins. In terms of valuation risks, benchmarking MSFT’s P/E ratio by the sector average is misleading because most companies in the sector do not pass the rule of 40. MSFT FQ3: rule of 40 score is 52 Microsoft Corporation stock’s latest earnings report (ER
$CapitaLandInvest(9CI.SI)$ Tmr XD, 2nd May 2025 Price likely get corrected from 2.75 to about 2.60. May 2025 can collect nice allowances of about $4024 (dividend of 2950 + kopi lui 1074). Very nice! Can go for nice meal! Morning had eggs ,cream cheese spread and butter bread plus Kopi C kosong. CapitaLand Investment (9CI.SI) - Chart wise, bullish mode.She is looking great to rise up to test 2.79, XD 2nd may XR 0.03 percent of CICT share, Huat ah! Rare opportunity to look at this property investment companies of having assets light and earnings of management fees such as Reit management fees, Loan interest fees(loan division) and other businesses. Our Fee-Income Related Business (FRB) comprises Listed Funds Management, Private
Tesla's $300 Breakout: How Robotaxis Could Ignite the Next Economic Revolution
The whispers on Wall Street are growing louder—Tesla $Tesla Motors(TSLA)$ appears poised to shatter the $300 barrier, and this time, it's not just about car sales or battery tech. The real catalyst? Elon Musk's audacious Robotaxi vision, set to debut on August 8th. This isn't just another product launch; it's the opening act of a transportation revolution that could redefine entire industries. Let's explore why Tesla's next leg up might be its most explosive yet. The Robotaxi Domino Effect: More Than Just Driverless Cars Most investors see Robotaxis as simply autonomous Ubers. That’s like calling the iPhone a phone without apps. The implications run far deeper: 1. The Death of Car Ownership (As We Know It) Morgan Stanley estimates each Robotaxi co
Bitcoin Breaks $90K: Fool's Gold or Future Standard?
Bitcoin towers above tradition—but for how long? A rising tide of ETFs, scarcity, and sentiment gives Bitcoin a golden glow—but is the shine built to last? Bitcoin’s back at the big table, trading around $96,000 after a rather dramatic climb from its March lull. With the Bitcoin Fear and Greed Index ticking up to 72—squarely in 'greed' territory—it’s tempting to declare that digital gold has reclaimed its throne. The question is: does this recent rally reflect a structural revaluation, or are we simply riding another euphoric wave destined to crash? As someone who’s watched the cryptocurrency saga unfold for over a decade, I’d argue this: Bitcoin’s ascent isn't just hype—it’s structural. But the next $10,000 move could still cut either way. Scarcity Never Looked So Expensive Let’s start wi
$S&P 500(.SPX)$ The next FOMC meeting is just over five days away, and according to CME Group data, there’s a 95% probability that rates will remain unchanged. The key question now is: will Trump’s pressure or Powell’s caution ultimately shape the Fed's course? If there’s no cut this time, the next opportunity won’t come until June 18—unless deteriorating conditions force an emergency move. Despite eight consecutive days of gains in the market, the rally feels increasingly disconnected from fundamentals. I can’t quite explain the optimism, especially with more negative headlines likely in the coming month than positive ones. Most of the good news already seems priced in, leaving limited upside unless something u
A strong and stable democracy country should have sufficient opposition numbers in parliament to have check and balance in place. It is essential as the government cannot be checking on itself entirely for implementing new policies or debating national issues, etc. It is similar to having a independent audit to ensure that right prudence and responsibilities, etc. are in placed with interest of the majority citizens in priority. Hence, it is paramount to ensure that a strong opposition presence is in. In fact if you look at UK, opposition party could winning the election if it is competent enough. So it is nothing surprising in the current world context. And UK is doing very well as a very strong country. Moreover, understand that SG has only 10 opposition MP which is low % in fact. Nevert
Verizon 4Q24 Report – Will their business segment achieve an upturn?
Consolidated numbers $Verizon(VZ)$ Earnings per Share (EPS) were at $1.19 compared to the $(0.64) loss in 4Q23. It is important to note that there was a 5.8 billion goodwill impairment charge that impacted their numbers in 4Q23. Quarter over quarter (QoQ), their EPS increased by 52% from $0.78, primarily driven by higher earnings in wireless equipment revenues due to increased upgrade volumes, along with an increase in their Other Income category (by 1006% to $797 million, yes you read that right) resulting from a revaluation of their pension and OPEB liabilities, making their future obligations less costly now. Verizon reported an EBITDA of $12.7 billion, an increase of 21% QoQ, due to Wireless service revenue growth and a higher provision for inco
Think Like Buffett: What Counterintuitive Truths Have You Overlooked?
At a party with 25 people, what is the probability that at least two of them share the same birthday?This is a classic probability puzzle known as the "Birthday Paradox". Warren Buffett once used this paradox to make a bet.At a gathering of Benjamin Graham followers, Buffett claimed that in a group of 25 attendees, at least two would share the same birthday. It turned out Buffett was right.“The simple (but surprising) explanation is that the probability of this happening is around 60%.”Probability sometimes is unintuitiveIn fact, a more accurate estimate of the probability is about 57%. That figure is still surprisingly high—so how is it calculated?Assume there are 25 people, and each birthday is uniformly distributed across 365 days in a year. Let's first calculate the easier scenario: th
RDDT, MSFT, NFLX, SPY& QQQ Welcome Great Rebound Now!
Hello everyone! Today i want to share some technical analysis with you!1. $SPDR S&P 500 ETF Trust(SPY)$ To the sellers:Speak now, or forever hold your peace. Image2. $Netflix(NFLX)$ "How can an image cause physical pain?"The image:Image3. $Microsoft(MSFT)$ That was fun. ⛹️ Image4 $Reddit(RDDT)$ Yeah, that's a beauty. ☕️ T +18% on earnings.Image5.The 200-day SMA has entered the chat.Real-time alert is set. ⏰ $SPDR S&P 500 ETF Trust(SPY)$ | $Invesco QQQ(QQQ)$ ImageLook for another way to gain more profits!Open a CBA today and enjoy p
🌟🌟🌟Palantir $Palantir Technologies Inc.(PLTR)$ share price has been on a tear as it is up a huge 54% year todate and a whopping 425% in 2024! Is it a Buy Ahead of its Q1 25 Earnings due on May 5? Here are some key points to consider : High Growth versus Steep Valuation Growth Story - Palantir has demonstrated robust revenue expansion particularly in its commercial segment and maintains a dominant position in government and defense contracts. Many investors are drawn to Palantir's evolving AI capabilities and its ability to harness data analytics in important applications. Palantir Bulls point to expected catalysts such as upcoming earnings and further penetration into both public an
AAPL 25Q2: iPhone Beat, Tariff Trouble Ahead, China Struggle, AI Holds Future Growth
On May 1, $Apple(AAPL)$ released its financial results for the second fiscal quarter ended March 2025. The company’s overall performance slightly exceeded market expectations, with core business lines remaining resilient. However, as prior investor concerns were validated, Apple’s share price fell by over 4% in after-hours trading.Both revenue and earnings surpassed consensus forecasts this quarter. The Services segment once again set a new record and significantly contributed to margin expansion. Performance in the Greater China region slightly outpaced earlier conservative expectations.Nonetheless, Apple faces multiple challenges, including a potential $900 million increase in tariff-related costs in Q3, persistent demand pressures in China, and
Labubu’s World Domination: Can Pop Mart Still Pop Higher?
As Labubu 3.0 ignites global frenzy, is the magic priced in? The tiny yet mischievous Labubu has done it again. On April 25, Pop Mart’s app rocketed to the top of the US App Store’s Shopping category for the first time ever—an extraordinary feat for a Chinese designer toy company still expanding globally. That same evening, its LABUBU 3.0 series sold out instantly across China. The market's reaction? A 12% surge in Pop Mart’s share price, vaulting it to a new all-time high of HK$199. I won’t deny it—seeing a company with roots in Beijing’s toy aisles now command such global attention is exhilarating. But with shares up over 475% in the past year and the valuation nearing nosebleed territory (a trailing P/E of 77.5 and price-to-sales ratio over 18), the question feels inevitable: have we mi
1. $S&P 500(.SPX)$ Reversed today at $5,658.9, and the bullish target published in the premium content last Friday for the index was $5,668.3🎯🎯🎯Today's bearish candle anticipated a pullback considering also the overbought oscillator. Price action needs a reset.Will the price reach the 20DMA? Image2. $Amazon.com(AMZN)$ The indecision candle at the 50DMA zone (purple line) was enough warning considering the gap opened in the morning. Will the 20DMA (blue line) act as support? (I think so)Image3. $Invesco QQQ(QQQ)$ QQQ - Daily Doji Star in the Making ⚠️My bullish target for the week shared last Friday with subscribers was $487 ➡️That was the rejection point this
1. $Palantir Technologies Inc.(PLTR)$ Congrats to everyone who nailed the PLTR trade — target hit 🎯I didn’t take this one myself, but huge win for those who followed the setup!2. $Strategy(MSTR)$ MSTR up 33% since this call just a few weeks ago.I'm not always right — and I don’t need to be.What matters is how much you lose when you're wrong vs how much you win when you're right.3. $Microsoft(MSFT)$ 10/17/25 $460 Calls – $14.57M Block (7,249 Contracts @ $20.10 Ask)Massive long-dated block slammed at the ask while MSFT trades ~$432.79.Over $22M stacked across multiple blocks and a $4M sweep within minutes.This isn’t retail — this is institutional firepower loading
Cloud Giants Update:AWS ( $Amazon.com(AMZN)$ ): $117B run rate growing 17% YoY (last Q grew 19%)Azure ( $Microsoft(MSFT)$ ): ~$77B run rate (estimate) growing 35% YoY (last Q grew 31%)Google Cloud ( $Alphabet(GOOG)$$Alphabet(GOOGL)$ includes GSuite): $49B run rate growing 28% YoY (last Q grew 30%, neither are cc)ImageAWS at a $117B run rate growing 17%Quarterly YoY growth trends below.ImageQuarterly net new ARR added below:ImageYoY growth in quarterly net new ARR added below:ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commis
Cloudflare (NET) Earnings To Show Monetization Success On Newer Products
$Cloudflare, Inc.(NET)$ is scheduled to report its Q1 2025 financial results on Thursday, 08 May 2025, after the U.S. market closes. They will also host an investor conference call that day at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time. Revenue: Expected to be between $468.0 million and $469.4 million. This represents approximately 24% year-over-year growth. Non-GAAP EPS: Expected to be around $0.16 per share. This would be flat compared to the $0.16 reported in Q1 2024. GAAP EPS: Consensus estimates are around $-0.05 per share, compared to $-0.03 in Q1 2024. Non-GAAP Income from Operations: Cloudflare's guidance was for $54.0 million to $55.0 million. Cloudflare (NET) Last Positive Earnings Call Saw Share Price Decline By 13.36% NET had a pos
$Tesla Motors(TSLA)$ Monthly BX closed 🔴 — but that’s not the end of the world.Structure is still bullish, and now all eyes are on tomorrow’s weekly close.If the Weekly BX flips 🟢, we’ve got a 70% shot at blasting through the liquidity zone and tagging $360 🎯Let's see if buyers show up to finish the job.Image TSLA Alpha Gold for June ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers No
Heavy size sweep slammed at the ask as NVDA traded at $113.55
$NVIDIA(NVDA)$ 05/23/25 $115 Calls – $3.67M Sweep (8,000 Contracts @ $4.58 Ask) Note 📝Heavy size sweep slammed at the ask as NVDA traded at $113.55.This is short-dated, high conviction, and came right before other follow-up sweeps hit $124 and $122.They're loading calls fast — eyes on a potential breakout move by end of week. 🔥Seems NVDA right should will form 🚀ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to
$S&P 500(.SPX)$ came just short of the 5685-5750 target zone.As long as price remains above 5545, it has upside potential to that zone - holding confluence of the 100% extension, Weekly FVG, and 200DMA.However, the loss of 5545 would suggest the bearish WXY or bullish 3rd wave terminated to begin pulling back to 5461-5401 support.Overall, the bearish WXY model is only confirmed below the 50% retracement of the Apr 21 rally - currently 5380. $SPDR S&P 500 ETF Trust(SPY)$$E-mini S&P 500 - main 2506(ESmain)$$NASDAQ 100(NDX)$$Invesco QQQ(QQQ)$