Microsoft Stock: A Bullish Bet Fueled by AI Innovation
Introduction As of May 7, 2025, Microsoft Corporation (MSFT) is trading at $435.69, showcasing robust momentum and capturing the attention of investors worldwide. With a market cap of $3.238 trillion, Microsoft stands as the globe’s most valuable company, driven by groundbreaking advancements in artificial intelligence (AI) and cloud computing. This article leverages the latest data and market insights to make a compelling case for a bullish outlook on Microsoft stock, highlighting its growth potential and long-term appeal. Current Price and Market Performance As of 9:15 AM NZST on May 7, 2025, Microsoft’s stock price stands at $435.69, up slightly from $433.31 the previous day, reflecting a steady 0.55% gain. Over the past 52 weeks, the stock has ranged between $344.79 and $468.35, with t
$NEBIUS(NBIS)$ 🧠🔥🚨 NEBIUS IGNITES: FROM BULLISH ENGULFING TO AUTONOMOUS DOMINANCE 🚨🔥🧠 A bullish engulfing breakout, elite AI infrastructure credentials, and fresh analyst coverage? $NBIS just stepped out of the shadows, and I’m already in position! Locked and loaded! 🧭 I entered at $24.79 and as of 07May25, NZ Time, price is ticking higher at $24.90, giving me a +0.46% unrealised gain. Not every trade needs fireworks, some just need confirmation. The technicals, fundamentals, and macro setup are finally aligned. Let’s dive into why Nebius might be the most undercovered AI infrastructure play on the board: 📈 Technical Breakout Confirmed • Daily chart just printed a bullish engulfing candle •
$NVIDIA(NVDA)$ 🚨🤖🔥 $119 GAMMA FUSE: IS NVIDIA ABOUT TO IGNITE A BREAKOUT IN REAL TIME? 🔥🤖🚨 I’m tracking $NVDA with laser precision at $113.82 (07May25, 🇳🇿NZ Time), and what I’m seeing is rare. The $119 strike holds the highest gamma exposure into the 09May25 expiry, and it’s backed by stacked positive delta. This is the epicentre of a potential chain reaction. A push into this zone could spark forced dealer buying, amplifying upside pressure in real time. But this isn’t just about gamma. It’s about everything aligning, from macro catalysts to CEO jawboning, technical structure, and AI mega trend momentum. 📈 Technical Setup: The Bounce Heard Around the Market $NVDA bounced off $91.02, precisely at the 0.382 Fibonacci retracement. The V reversal is
Cisco Systems (CSCO) Earnings Focus On AI and Security Continued Growth
$Cisco(CSCO)$ fiscal Q3 2025 earnings, which is expected to be reported on Wednesday, 14 May 2025, after the market closes. Revenue: Cisco's leadership has guided Q3 2025 revenues to be in the range of $13.9 billion to $14.1 billion. This is broadly in line with analysts' consensus estimate, which is around $14.05 billion. Earnings Per Share (EPS): Non-GAAP (Adjusted) EPS: Cisco's guidance is $0.90 to $0.92 per share. Market watchers are forecasting Q3 adjusted EPS around $0.92. GAAP EPS: Cisco estimates GAAP EPS to be between $0.57 and $0.61 for Q3 2025. Some analyst estimates for adjusted EPS are slightly different, with one source mentioning an expectation of $0.75 per share, reflecting a 4.2% growth from the $0.72 reported in the same quarter
Is CrowdStrike Stock a Buy? A Deep Dive into Risks, Valuation, and Market Positioning
$CrowdStrike Holdings, Inc.(CRWD)$ CrowdStrike (NASDAQ: CRWD) has become one of the most well-known names in the cybersecurity space. With a reputation for innovation in endpoint protection and threat intelligence, the company has attracted strong investor attention. But is the stock worth buying today, or has it become too expensive relative to its risks? In this article, I’m going to walk you through a full investment analysis of CrowdStrike. I’ll break down the key risks the company is facing, then shift to valuation, where I’ll share both my proprietary discounted cash flow model and the forward P/E analysis. Finally, I’ll tie it all together with a clear verdict: Buy, Hold, or Sell. Let’s get started. Earnings Overview Revenue: CrowdStrike re
🌟🌟🌟MicroStrategy, now rebranded as Strategy $Strategy(MSTR)$ is a US publicly traded company that has adopted Bitcoin as its primary treasury reserve asset and in doing so has become the world's largest Bitcoin Treasury company. In addition to that, Strategy also provides AI powered enterprise analytics software. Below is an analysis of whether Strategy is a Buy. This is a question that many investors are grappling with as the company's evolution from an enterprise software provider to the largest public Bitcoin Treasury continues to spark debate. 1. The Evolution of Strategy's Business Model Originally established as an enterprise software company, Strategy shifted its focus dramat
06 May Another Day Of Declines Amid Selling Pressures
On Tuesday, 06 May, we saw another day of declines in the stock market, this is due to the selling pressure across the board hitting major indices. The S&P 500 decreased by 0.77% while the NASDAQ saw a 0.87% dip, primarily attributed to consolidation activities. DJIA was the largest lagger, down by 0.95%. The renewed concerns about tariffs and cautious corporate forecasts are contributors to the downturn. We are seeing Ford (F) and Mattel (MAT), despite surpassing Q1 earnings forecasts, refrained from providing comprehensive annual guidance. Ford cautioned about a potential $1.5 billion reduction in profits due to tariffs, whereas Mattel pointed out the unstable macroeconomic conditions and indicated plans for toy price hikes. Tariffs Fears Reignite With Pharma Tariffs Plan Announced P
Frasers Centrepoint Trust's 1H FY25R Result Review
$Frasers Cpt Tr(J69U.SI)$ Basic Profile & Key Statistics Key Indicators Performance Highlight FCT delivered a stronger YoY performance, with improvements in gross revenue, NPI, distribution from investments, and distribution to unitholders. This was driven by the completion of the AEI at Tampines 1, better overall portfolio performance, and the acquisition of an additional interest in NEX. However, DPU remained flat, largely due to an enlarged unitholder base, lower proportion of management fees paid in units, and the absence of a retention release seen in the previous year. Rental Reversion The retail portfolio achieved a healthy rental reversion of 9%, with Central Plaza reporting an even stronger 10.3%. Shopper Traffic & Tenant Sales
The #1 reason traders fail is the one thing I can’t teach you. 📍It’s not a setup.Not a system.Not even risk management.It’s this: the ability to lose.A real trading edge doesn’t mean you win every time.My system wins 62% of the time… which means I lose 380+ times out of every 1,000.Sometimes five or six losses in a row. ❌Most people can’t handle that.Not because it’s hard—But because their ego won’t let them.If you can’t stomach a loss,You’ll never make it through the wins.That’s why discipline beats strategy.And mindset beats motivation.I can teach you how I made $4.6M trading.But I can’t teach you how to be okay with being wrong.That part… is on you.For 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 commi
$S&P 500(.SPX)$ - Second Indecision Candle with Bearish Look: Previous dojis like this one have preceded pullbacks, and the overbought oscillator adds references for a healthy decline. Bad factor: Price action is below the 200DMA Good factor: The 20DMA is in support mode and trending up.ImageSPX is experiencing turbulence below the 200 daily moving average, and has two open gaps below. Given the bearish Stochastic crossover, the first gap is likely to be filled, considering the price action needs a reset. However, the rejection zone is a key concern, as bear market rallies in 2018, and 2022 retraced from this area.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 limi
NVDA will beat both revenue and eps, and hit $200+ by the end of 2026
1. $NVIDIA(NVDA)$ NVDA's earnings is on May 28 and it will beat both revenue and eps. It's on pace to hit $200+ by the end of 2026 so 2x its current valuation.This is where SMART money and institutions are loading. You can see clearly from the consistent high volume that comes in under $100.Image2. $SPDR S&P 500 ETF Trust(SPY)$ SPY monthly chart is perfect and symmetric. The bottom was put in at $480-$481.I'd study this closer to see where it will go NEXT. It clearly follows the uptrend to the exact penny (study analysis here)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
1. $Rivian Automotive, Inc.(RIVN)$ Rivian got $7,500 from the tax credit and $6,300 per vehicle from regulatory credits in 2024.If you want to argue not all R1s were under the $80k limit, that's true, but ALL of R2 and R3s would get ~$13,800 more expensive.2. $Hims & Hers Health Inc.(HIMS)$ This was an incredible answer and shows that Andrew Dudum is ALL-IN on disrupting the status quo in healthcare. Think deeply about the WHY behind this answer to understand why I'm so bullish on Hims & Hers.ImageWhat is happening? Did someone read the earnings report just after the market opened?Image For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 i
Systematic strategies (CTAs, Vol Control, and Risk Parity) are historically low on equities exposure here (~4th percentile). This will be a major source of buying demand moving forward. $SPDR S&P 500 ETF Trust(SPY)$$Invesco QQQ(QQQ)$$iShares Russell 2000 ETF(IWM)$ 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
$SPDR S&P 500 ETF Trust(SPY)$ On Wednesday, there will be a Federal Reserve FOMC meeting, which is expected to keep the interest rate unchanged at 4.375%. The market anticipates a 100-basis-point rate cut before the end of the year, likely starting in July.I think there may be brief volatility post-meeting, but the most important factor in the near term remains the tariff negotiations and their outcomes.Speaking of recent volatility, we can't ignore the old saying about U.S. stocks: Sell in May and go away. However, based on the options open interest, this year's "selling in May" seems to specifically refer to options sellers.On Monday, there were two significant long-term large orders in $SPY, reflecting a bearish outlook on the broader market
Surprise, surprise ! Although Mr Buffett has sprung a surprise at recently concluded $Berkshire Hathaway(BRK.B)$ ‘s 2025 Annual Shareholders’ Meeting, officially announcing that he would be stepping down end 2025, marking the end of his 60 years leadership. Of course, he would still be around as chairman to mentor Abel, but the CEO role transition has been cast in stone. Apart from this surprise that will come sooner-or-later, I supposed a part of him died a little, the day that his long-time partners-in-crime, Mr Munger passed on, on 28 Nov 2023. The other surprise of that day was Mr Buffett’s matter-of-fact warning on a possible fading of electric utility companies / stocks. The Electric Company. Electric utility companies have long been viewed
Amazing Earnings. On 01 May 2025, $Amazon.com(AMZN)$ announced its quarterly earnings and the results did not disappoint. Based on analysts’ estimates polled by LSEG: Earnings per share (diluted) : Was $1.59 vs $1.36 expected vs Q1 2024’s $0.98, that is a +62.24% YoY gain. (see above) Revenue: Came in at $155.67 billion vs $155.04 billion expected vs Q1 2024’s $143.3 billion, that is a +8.63$ YoY gain. (see above) According to StreetAccount, US market were interested in other Amazon’s core numbers: Amazon Web Services: was up to $29.3 billion vs $29.42 billion expected vs Q1 2024’s $25.04 billion, that is a +17.01% YoY gain. (see below) The slight miss comes after $Microsoft(MSFT)$ posted stronger-than-ex
I like $Hims & Hers Health Inc.(HIMS)$ very much, but I missed the bottom in the week before the holiday and watched it rise for several days.Day chart as of May 5th 2025However, it is indeed time for a short-term correction as the positive financial report has materialized.What does $Hims & Hers Health Inc.(HIMS)$ company do: $Hims & Hers Health Inc.(HIMS)$ just released exciting first quarter 2025 results on May 6:✔ Revenue of $586 million, up 111% year-over-year✔ Subscribers grew to 2.4 million, up 38% year-over-year✔ 60% of subscribers choose personalized solutions on the platformIn addition to the first quarter results,
May 7 Semiconductor Tariff: NVDA, AAPL at Short-Term Risk?
On May 7th, Trump's semiconductor tariff is coming, affecting NVDA and AAPL. Is there short-term danger?The U.S. Trump administration may announce details of additional tariffs on semiconductors as early as this week. The market estimates that the tax rate could be as high as 25% to 100%, and the new rules do not exclude the possibility of imposing tariffs based on the wafer manufacturing location (wafer out) as the country of origin.This will also have a negative impact on major wafer manufacturers with production concentrated in the Asian region, such as $Taiwan Semiconductor Manufacturing(TSM)$ and Samsung, as well as chip design manufacturers that rely on Asian wafer foundry capacity, including $NVIDIA(NVD
🎁Key Resistance Level: Will S&P 500 Break Out or Turn Lower?
The S&P 500 has rebounded to 5,650 points—its level before April’s sharp sell-off and a key technical resistance zone.UBS analysts pointed out in a recent video that the S&P 500 Index typically performs poorly in May, and that the seasonal pattern of “sell in May” still holds. Since the S&P 500 saw a decline earlier this year, this pattern may be even more pronounced.Over the past 75 years, May hasn’t been a particularly strong month for the S&P 500. In fact, it ranks as only the eighth-best month of the year in terms of performance.Going back to 1950, $S&P 500(.SPX)$ has averaged a modest gain of just 30 basis points in May. Typically, the index struggles in the middle of the month, but tends to rebound during the week of Memo