Disney - The biggest news will be ESPN over the top in "early fall"
$Walt Disney(DIS)$ reports earnings on Thursday, and I think the biggest news will be ESPN over the top in "early fall".I think "early fall" means before the NFL season begins because it creates urgency.I'm looking for 2 things to make this a hit.1. More ContentESPN's content alone is a compelling product, but it's not a "no-brainer", even for sports fans. What would make it a "no-brainer"?Fox doesn't have a streaming service but has valuable content like the NFL, MLB, NASCAR, and college football.Fox should be looking for the biggest check, which isn't going to come from Max or Peacock, who are struggling. And Netflix doesn't want to license sports.The natural pick is ESPN.2. PriceToday's Disney triple-play bundle starts at $16.99 and goes up to $
Daily Charts - Gold has done an outstanding job as a bond alternative
1.Gold vs BondsGold has done an outstanding job as a bond alternative — and has not only outperformed as a diversifier in downturns, but has outright added to returns even as risk assets have performed well. $Gold - main 2506(GCmain)$$iShares 20+ Year Treasury Bond ETF(TLT)$ Image2."Sell in May" actually refers to the May-Oct period, which has historically been the worst time of the year for stocks.(vs Nov-Apr being the best)May-Oct is particularly worse in Bear Markets $S&P 500(.SPX)$$SPDR S&P 500 ETF Trust(SPY)$ Image3."The Euphoriameter" stockmarket cycle indicator has peaked at a record level and rolled o
While forward EPS revisions have been overwhelmingly negative (in terms of breadth), the overall EPS picture remains much steadier than previous recessionary periods. $SPDR S&P 500 ETF Trust(SPY)$$Invesco QQQ(QQQ)$$Microsoft(MSFT)$$Apple(AAPL)$$Amazon.com(AMZN)$ 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.
Mapletree Pan Asia Commercial Trust's 4Q FY24/25 Result Review
$Mapletree PanAsia Com Tr(N2IU.SI)$ Basic Profile & Key Statistics Key Indicators Performance Highlight MPACT reported a YoY decline in gross revenue, NPI, amount available for distribution, and DPU, mainly due to the divestment of Mapletree Anson in July 2024 and weaker overseas contributions. However, performance was partly cushioned by lower property expenses and steady contributions from VivoCity despite ongoing AEI works. Rental Reversion Portfolio rental reversion for FY24/25 was 3.6%, supported by positive reversions from Singapore properties, while China, Hong Kong and Japan continued to record negative reversions. Shopper Traffic & Tenant Sales At VivoCity, shopper traffic declined marginally by 0.1% YoY, while tenant sales dip
$Apple(AAPL)$ The market as a whole has rebounded to pre-tariff levels. However, not all tech stocks have received the same treatment. For instance, Apple saw a significant sell order of 26,000 contracts for the June-expiring 240 call option ($AAPL 20250620 240.0 CALL$ ) on Friday.The 240 level carries some significance—it was the price level prior to the U.S. stock market crash on March 10. On that day, concerns about the health of the U.S. economy shifted investor risk preferences, and the dollar index fell to its lowest point since November of last year. $NVIDIA(NVDA)$ Microsoft's positive earnings report helped the market rebound to
Strategy Reports 13.7% YTD on Bitcoin: Is All-in a Bold or Blind Move?
MicroStrategy (MSTR) recently reported Q1 2025 results that fell short of Wall Street expectations for both revenue and earnings. Yet, in classic MicroStrategy fashion, the company is drawing attention not for its core software business, but for its massive Bitcoin holdings — which have delivered a 13.7% year-to-date gain. CFO Andrew Kang announced that the company is now raising its full-year Bitcoin yield target to 25%, with an ambitious goal of achieving $15 billion in Bitcoin-related gains. The announcement reinforces the company’s identity: less a traditional enterprise software firm, and more a publicly traded Bitcoin proxy. A Company or a Crypto Fund in Disguise? MicroStrategy’s transformation over the past few years is arguably unlike any other public company. Once a niche business
$Palantir Technologies Inc.(PLTR)$ is scheduled to report quarterly results after the bell Mon, 05 May 2025, with analysts largely taking a wait-and-see approach on the artificial intelligence software firm. Analysts’ Ratings. Of the 12 analysts covering the stock and tracked by Visible Alpha: 1 analyst has a “Buy” rating. 8 analysts have a “Hold” rating. 3 analysts have a “Sell” rating. The stock has an average price target of nearly $88, well off Friday's close above $124. Analyst’s assessment. Wedbush analyst Daniel Ives said Palantir’s earnings are a major barometer for the pace of US commercial AI projects & initiatives. The analyst expects good news from the ‘Messi of AI’ after the bell on Monday. “Palantir is well positioned for this ne
All Hail The New IT King. On Fri, 02 May 2025 - $Microsoft(MSFT)$ stock’s jump following a strong earnings report for its Q3 2025, helping to push the company past Apple to become the largest in the US by market capitalization. Microsoft now has a market cap of $3.24 trillion, beating Apple’s $3.07 trillion. The software company gained +$322.8 billion in market cap for week ending 02 May 2025, while Apple lost -$58.7 billion. Microsoft reported better-than-expected earnings and revenue after the stock market closed on Wed, 30 Apr 2025. (see below) MSFT - Q3 2025 Earnings. Microsoft’s actuals in comparison with LSEG consensus: Earnings per share (diluted): Came in at $3.46 vs $3.22 expected vs Q3 2024’s $2.94; that’s up +18% YoY. Revenue: Came in a
$Hims & Hers Health Inc.(HIMS)$ 🔥📈🧨 $HIMS Is Heating Up. Bullish Breakout or Bear Trap? 🧨📈🔥 $HIMS is looking strong at these levels, and the setup is getting spicy heading into earnings! Short interest has now ballooned to 60.7 million shares, or 33 percent of the float, marking an all time high. That is not just bearish pressure, that is high octane squeeze fuel waiting for a spark. Technically, the chart is speaking loud and clear. We've broken out of the TrendCloud, reclaimed a solid demand zone that has held up since late 2023, and the 200MA is curling up beneath to offer additional support. Add to that the bullish momentum plus one of the most anticipated quarters in company history, and the bulls have the upper hand. But let’s be clear,
$Palantir Technologies Inc.(PLTR)$$Hims & Hers Health Inc.(HIMS)$$Celanese(CE)$ 🔥📊🚨 Monday Movers: The Market’s Measuring Tape Is Out 🚨📊🔥 Today’s earnings call the shots, and the options market has spoken with some eye-popping implied moves. 🎯 Traders are bracing for double digit fireworks in names like: Hims & Hers ($HIMS) 16.50% Celanese ($CE) 13.30% Palantir ($PLTR) 12.10% TG Therapeutics ($TGTX) 12.00% Freshpet ($FRPT) 12.00% Fabrinet ($FN) 11.20% BioCryst ($BCRX) 10.20% BioNTech ($BNTX) 9.00% 🧠 The implied volatility tells us where the smart money is placing its bets. The spread between pricing and reality could create opportunity for both straddlers
Uber Technologies (UBER) Earnings To Show Strong Growth Rate Leading To Better Profitability
$Uber(UBER)$ is scheduled to announce its Q1 2025 financial results (for the quarter ended 31 March 2025) on Wednesday, 07 May 2025, before the market opens (8:00 a.m. Eastern Time). Revenue: The consensus estimate for revenue is approximately $11.6 billion, suggesting a year-over-year increase of about 14.5%. Gross Bookings: Total Gross Bookings are expected to be around $42.9 billion, up from $37.65 billion in Q1 2024. Mobility bookings are estimated at ~$21.5 billion and Delivery bookings at ~$20.3 billion. Earnings Per Share (EPS): Analysts expect Uber to report earnings per share of around $0.51. This would be a significant improvement from the loss of $0.32 per share reported in Q1 2024. Adjusted EBITDA: Expectations are generally aligned wi
Occidental Petroleum (OXY) Earnings Poised To Moderate But Surprise Could Power Share Price
$Occidental(OXY)$ is scheduled to report its Q1 2025 earnings (for the quarter ending 31 March 2025) on Wednesday, 07 May 2025, after the market closes. Revenue: Wall Street anticipates revenue to be around $6.90 billion to $7.15 billion. This would mark a significant increase from the $6.01 billion reported in Q1 2024. Earnings Per Share (EPS): The consensus estimate among analysts is for an Earnings Per Share (EPS) of approximately $0.71 to $0.73. This represents a year-over-year increase compared to the $0.65 EPS reported in Q1 2024. Forecasts range from $0.37 to $0.90 per share. Estimate Revisions: While the consensus Q1 EPS estimate has seen a slight increase recently, the full-year 2025 EPS forecast has faced downward revisions over the past
Bear Market Finished? Shernice’s Spin on the U.S. Stock Surge
Hey everyone, Shernice here! My new job’s got me running ragged, so articles have taken a backseat. But I’m back, spilling what I’ve picked up about spotting market tops and bottoms. I’m no guru—I’ve flubbed plenty, and there’s gotta be sharper ways to play this. Still, let’s dig into this insane U.S. stock rebound! Is the bear market toast? Do we jump in or hang back? Stick around to the end for my take! $CyberArk(CYBR)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Rubrik Inc.(RBRK)$ $Fortinet(FTNT)$ $Palantir Technol
$Joby Aviation, Inc.(JOBY)$ 🚁🔥🟢 Rotor Ready: Joby’s Flight Plan Could Outpace Wall Street’s Wildest Dreams 🟢🔥🚁 At $6.71, Joby Aviation ($JOBY) isn’t chasing headlines. It’s executing in stealth mode while building a future that’s already in motion. Traders may be fixated on the -25.95% quarterly decline, but beneath the surface, Joby has completed 13 flights in 22 days, logged six test flights in a 24-hour window, and confirmed airborne radar activity from its latest prototype, N545JX. Most stocks pitch potential. Joby is flying it, literally! 🛠️ The Hidden Moat: Scaling While Others Stagnate Urban air mobility isn’t constrained by demand, it’s throttled by supply. Joby is engineering the solution. • Marina, CA: 120k sqft existing with a 220k sqft
Is Market Rally Sustainable With 9 Straight Days Wins In S&P 500 In 20 Years
This week concluded with a triumphant note for the stock markets. The S&P 500 index rose by 2.9% in comparison to last week's closing, reaching a victorious streak of nine consecutive weeks. The Nasdaq Composite and Dow Jones Industrial Average also experienced significant upticks, with increases of 3.4% and 3.0%, respectively. Ninth Straight Day Of Wins For SPY Streak In 20 Years This week have given investors a good close with ninth straight day of wins for both the $SPDR S&P 500 ETF Trust(SPY)$ and the $Invesco QQQ(QQQ)$. This is historic as this is the first time in over 20 years that we have had nine straight days of upside in the S&P 500. We will discuss the few key reasons. Talks between
Pop Mart’s Labubu 3.0 Frenzy: Is the Money Train Still Boarding?
$Pop Mart International Group Limited(POPMF)$$POP MART(09992)$ Pop Mart is on fire! On April 25, 2025, the company’s app clinched the No. 1 spot in the U.S. App Store’s Shopping category—a first for the Chinese toymaker. The same day, the LABUBU 3.0 series sold out instantly during its online launch in mainland China, sending fans into a frenzy. Pop Mart’s stock (9992:HK) soared 12% on April 28, hitting a new all-time high after a 350% rally in 2024. With LABUBU’s global popularity exploding, investors are asking: Is it too late to jump on this money machine? Can new IPs like Crybaby keep the momentum going? And between Molly and Labubu, which reigns supreme? Let’s dive into Pop Mart’s meteoric ri
$CleanSpark, Inc.(CLSK)$ 🚀🧠📊 𝘾𝙇𝙎𝙆: 𝙁𝙧𝙤𝙢 𝙋𝙤𝙬𝙚𝙧 𝙋𝙡𝙖𝙣𝙩 𝙩𝙤 𝙈𝙞𝙣𝙚𝙧’𝙨 𝙈𝙖𝙧𝙠𝙚𝙩 📊🧠🚀 This isn’t a drill, CleanSpark ($CLSK) is sitting on the launchpad with a low PE, bullish divergence, institutional flows, and structural breakout potential screaming for attention. Let’s get clinical. 🔍 𝙏𝙚𝙘𝙝𝙣𝙞𝙘𝙖𝙡 𝙏𝙖𝙡𝙚: 𝘾𝙤𝙞𝙡𝙚𝙙 𝙬𝙞𝙩𝙝 𝙄𝙣𝙩𝙚𝙣𝙩 • Weekly Gann Square: Hammer candle plus bullish divergence • RSI climbing off sub-30 lows, now pushing mid-50s • TMO crossover brewing, momentum confirming trend reversal • MACD on the daily near a bullish cross • Volume shelf support at $8.00 remains intact 🟣 200SMA at $8.98 is the battleground. A weekly close above flips this to support, signalling institutional accumulation and phase shift. 📈 𝙂𝙖𝙣𝙣 𝘼𝙧𝙘 𝙨𝙮𝙢𝙢𝙚𝙩𝙧𝙮 𝙧𝙚𝙢𝙖𝙞𝙣𝙨 𝙞𝙣𝙩𝙖𝙘𝙩 • $10.35 ho
$Tesla Motors(TSLA)$ 🚀📈🔥 Ready to Ride the Gamma Wave? TSLA’s Set to Surge! 🔥📈🚀 TSLA is showing strong positive gamma exposure between $285 and $300, with significant clustering near $290. At the time of analysis, TSLA was trading at $289.17, right within this critical zone. The $290 strike has been hit, and while some rejection is possible, the overall structure suggests continued upward momentum. The GEX interval map indicates substantial liquidity buildup above $285, and the weekly Ichimoku cloud continues to act as a support level. Notably, there’s been a significant investment of $1.72M into 7 DTE $290 calls (ATM), with 1,761 contracts traded at $9.75, reflecting strong bullish sentiment. 📊 Net Drift analysis reveals that calls have overtaken