$PLTR Palantir reported one of their best quarters in history as a public company. If you are/have been a long term shareholder, you understand this deeper than others. Two years ago, the company was barely growing above 15%, not profitable, and couldn't scale their core software offering. Now, the business is seeing demand that has surprised even the largest of supporters, achieved profitably with 20% GAAP margins for 10 quarters in a row, has a rule of 83, is inching on 40% growth, and so much more. The elephant in the room is the stock price going down 10% after hours. I cannot stress this enough: the stock is not the company. Palantir has always traded at an aggressive multiple and no major bull I know denies the fact or insisted that above $100 the stock was cheap -- it was up 70% fro
HIMS Soared 104% YTD — Is It Too Late to Join the Ride?
HIMS stock surged 41% over the past week and is now up 104% year-to-date!As a high-growth player in the AI + healthcare space, HIMS has seen dramatic ups and downs. Once heavily shorted and surrounded by skepticism, what changed to help it win back the market’s confidence?Some visionary investors positioned themselves early and earned big — especially those who used options to magnify their returns. Here are a few highlights from the community:🎉 Huge congrats to @lllsong for locking in 3713% return by buying $Hims & Hers Health Inc.(HIMS)$ call.🎉 Huge congrats to @Shernice軒嬣 2000 for securing 101% return by buying
Hello everyone! Today i want to share some technical analysis with you!1.🚨 $Datadog(DDOG)$ Q1 Earnings 🚨• Sales $762M vs Est. $739M• EPS $0.46 vs Est. $0.43• FCF $244M vs Est. $199MQ1 Outlook• Sales $789M vs. Est. $768M• EPS $0.41 vs Est. $0.40FY25 Outlook• Sales $3.22B vs. Est. $3.19B• EPS $1.69 vs Est. $1.69Image2.🚨 $Tempus AI(TEM)$ Q1 Earnings Update 🚨• Sales $256M vs Est. $248M• EPS ($0.24) vs Est. ($0.27)• EBITDA ($16M) vs Est. ($22M)FY25 Guidance• Sales $1.25B vs Est. $1.24B• EBITDA $5M vs Est. $5MImage3.🚨 $Astera Labs, Inc.(ALAB)$ Q1 Earnings 🚨• Sales $159M vs Est. $152M• EPS $0.33 vs Est. $0.28• Operating Income $54M vs Est. $47MQ2 Guidance• Sales $173M vs
Hello everyone! Today i want to share some technical analysis with you!1. $Hims & Hers Health Inc.(HIMS)$ A perfect test of the 2/19 pivot VWAP before blastoff today.Image2. $CleanSpark, Inc.(CLSK)$ Inverse head & shoulders attempting to set up on the daily candle chart.Image3. $SPDR S&P 500 ETF Trust(SPY)$ According to Polymarket, there's a 2.1% chance that the Fed decreases rates by 25 bps tomorrow....So you're telling me there's a chance....Image4. $JD.com(JD)$ Bull flag on the daily chart.ImageOpen a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stock
Applovin results are released! How to do the financial report?
US stock AI application giant$AppLovin Corporation (APP) $The first quarter results will be announced after the market closes on May 7, Eastern Time. The agency expects Applovin to achieve revenue of US $1.379 billion in Q1 2025, a year-on-year increase of 30.28%; Earnings per share were US $1.438, a year-on-year increase of 114.57%Last quarter, after Applovin disclosed its 2024 Q4 results, its stock price soared by more than 35% that day, while hitting a record high. Later, due to the systemic risks brought by Trump's tariffs and the attacks of many short-selling institutions, Applovin's stock price experienced a pullback/retracement for dozens of days, returned to the position where the Q3 results were released in November last year, and then fluctu
1. $VanEck Semiconductor ETF(SMH)$ : The Final Catalyst for SPX 7000? $VanEck Semiconductor ETF(SMH)$ has been quietly coiling between 212–221, setting the stage for a breakout. It tested 221 last week, and now all eyes are on upcoming semi earnings and the FOMC reaction. A strong combo could ignite the next leg — semis are the last piece of the puzzle. $S&P 500(.SPX)$ is sitting just below a major resistance at 5700. If SMH breaks out and reclaims 230 (a huge level) it would confirm risk-on sentiment and likely propel SPX through 5700 toward 5900 and beyond.Semiconductors don’t just walk — they run. A move through 230 on SMH could be the spark that launches SP
Hello everyone! Today i want to share some option strategies with you!1Option trades on tap for tomorrow. Pre-earnings plays ... May 9 expiry. ▫️ $AppLovin Corporation(APP)$ strangle, 200P & 450C strikes ▫️ $Shopify(SHOP)$ put, 70 strikeAlso looking at $ARM Holdings(ARM)$$Hut 8 Mining Corp(HUT)$ 2.Got out of $fuboTV Inc.(FUBO)$ shares around $3. Wrote a cash-secured put to get back in at $2.5. Small position for some lunch money today. Will wheel it if assigned.ImageWhat’s going on next? Let’s do the right thing!Open a CBA today and enjoy privileges of up to SGD 20,000 in trad
Hello everyone! Today i want to share some macro analysis with you!1. $S&P 500(.SPX)$ I get the sense the “earth shattering” news from the administration will be a classic case of missed expectations— overpromised and underdelivered. I have changed my tune— a tactical short has become appropriate and can be risk managed. Trade short 5650-5750 for decline towards April low.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!For whom haven't open CBA can know more from below:Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
Hello everyone! Today i want to share some technical analysis with you!1. $SPDR S&P 500 ETF Trust(SPY)$ A rebound at this stage is actually very bearish for tmrw--as it forms a potential BEAR-NEST, with 3rd of 3rd wave coinciding with FOMC. The 5-min chart was posted last weekend to subs--so far, it captured the major downward moves. A retouch of purple trendline is normal.Image2.Isn't it self-evident from the low on April 7th? That bottom, as I noted then, IS NOT THE BOTTOM. In fact, far from it. By the end of this month, you all would know what I mean now. Stretch your imagination to guess the bottom, as that needs some extra wisdom to get it.Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade S
China's Stimulus Sugar Rush: Will This Rally Have Legs or Just Another False Dawn?
The whispers are growing louder across trading desks - with Beijing rolling out its strongest policy support package since last September, could Chinese stocks be primed for another explosive rally? While the short-term pop seems inevitable, the real question smart money is asking is whether this marks the beginning of a new bull market or just another dead-cat bounce in what's been a brutal decade for China investors. The Setup: Déjà Vu All Over Again? Rewind to September 2023: CSI 300 surged 6.2% in two weeks after property easing Hong Kong's Hang Seng jumped 7% on stimulus hopes Alibaba (BABA) and Tencent (0700.HK) both rallied over 20% $Alibaba(BABA)$$TENCENT(00700)$ Fast forward to today: Property
China’s Bold Moves: Will Stocks Soar Like Last September?
China’s economy is buzzing with anticipation following a major policy push from the People’s Bank of China ( $PGIM S&P 500 Buffer 20 ETF - October(PBOC)$ ). On May 7, Governor Pan Gongsheng unveiled a 0.5 percentage point cut in the reserve requirement ratio (RRR), pumping around 1 trillion yuan of liquidity into the market. Hot on its heels, a new package of policies to ease financing for small and medium-sized enterprises (SMEs) is set to roll out soon. Chinese assets have already jumped in response, sparking excitement and a big question: Can this trigger a repeat of the explosive rally in Chinese concept stocks from September 24 last year? What’s the RRR Cut All About? The reserve requirement ratio dictates how much cash banks must keep in
China Announces Comprehensive Policy Package to Stabilize Economy and Engage in Talks China has introduced a series of targeted economic support policies aimed at mitigating trade pressures and stimulating growth: - Support for Tariff-Affected Firms: New policies will assist businesses impacted by trade restrictions. - SME & Private Sector Financing: A dedicated financing framework will improve credit access for small and medium-sized enterprises (SMEs) and private companies. - Capital Market Stabilization: Insurance companies’ equity investment risk thresholds will be lowered to bolster market confidence. - Property Market Financing Reforms: A revised credit system will better align with the real estate sector's needs. Monetary Policy Easing The People’s Bank of China (PBOC) has
YTD Winner! Why These 10 SPX Stocks Outperformed in 2025?
As of the close on May 6, 2025, the 10 best-performing companies in the $S&P 500(.SPX)$ are listed below. Although the “Magnificent 7” tech giants are absent, the list still highlights notable sector leaders. $SPDR S&P 500 ETF Trust(SPY)$ Key Highlights:Industry Leaders: All of these companies are leaders in their respective niches (e.g., CVS in pharmaceutical retail, PM in tobacco transformation, UBER in mobility, VZ in telecom, CRWD in cybersecurity, etc.).Earnings Beat Expectations: Most companies delivered double-digit earnings growth and raised full-year guidance.Aligned with Market Themes: Themes like healthcare, gold, AI, and recovery attracted capital inflows.Valuation Recovery: Some of t
The recent earnings miss by United Overseas Bank (UOB) has sent shockwaves through the financial sector, casting a long shadow of doubt over Singapore’s banking giants. With UOB withdrawing its financial guidance for 2025, investors are left questioning the stability of not just UOB but also its peers—DBS and OCBC. The big question now: Will DBS and OCBC follow in UOB's footsteps, or will they defy the trend and maintain their stronghold in the market? UOB’s Miss: A Signal of Broader Troubles? UOB’s earnings miss wasn’t just a slight stumble—it was a marked shift in expectations. The bank cited global economic uncertainties, tightening monetary policies, and rising inflation as key factors affecting its performance. The decision to withdraw its guidance suggests that the path forward is an
China has just rolled out fresh policy support aimed at revitalizing its economy and boosting market confidence. The announcement comes at a critical time, with investors eyeing whether this move can reignite the same bullish momentum that sent Chinese stocks soaring last September. The policy measures include enhanced credit support for key sectors like technology, green energy, and infrastructure, alongside tax incentives for small and medium-sized enterprises. Coupled with looser regulatory pressures, these steps are designed to restore investor confidence and spur economic growth. The September Surge: A Blueprint for What’s Next? Last September, similar policy initiatives led to a sharp rally in Chinese equities, with tech giants like Alibaba and Tencent rebounding dramatically. Real e
UOB’s Stumble Sparks Fear: Are DBS and OCBC Next to Falter?
$United Overseas Bank( $UOB(U11.SI)$ )$ $DBS Group Holdings( $DBS Group Holdings(D05.SI)$ )$ $Oversea-Chinese Banking Corp( $ocbc bank(O39.SI)$ )$ United Overseas Bank (UOB) just sent a shiver through Singapore’s banking sector. Its Q1 2025 earnings missed estimates with a stable net profit of S$1.49 billion against expectations of S$1.52 billion, and it scrapped its 2025 guidance, blaming uncertainties from U.S. tariffs. The result? A nearly 2% drop in its stock price as investors hit the panic button. With DBS Group Holdings reporting earnings on Thursday and Oversea-Chinese Banking Corp (OCBC) following on Friday, the spotlight is on: Will they echo UOB’
Is it time to revisit FSD related stocks? With$Tesla Motors(TSLA)$ rolling out robotaxis trial in Austin, Texas, $BYD COMPANY(01211)$ announcement of FSD in their complete lineup, commercial FSD stocks like $WeRide Inc.(WRD)$ and$Pony AI Inc(PONY)$ are back in play. WeRide announced a wider partnership with Uber in 15 additional cities and Tencent-backed PonyAI announced partnerships with Uber to rollout self driving services in Middle East. Price wise, WeRide share has retraced from an all time high of $$44 to a recen
The banking sector exhibits cyclical characteristics. High net interest margins (NIM) and wealth management fees seen in 2024 may not be sustainable due to anticipated US interest rate cuts and the potential for a recession. Many Singaporean investors are long-term holders focused on dividend income, having acquired bank shares at lower prices in the past. These investors are generally less affected by short-term market fluctuations. New investors should adopt a patient approach, gradually accumulating positions at more favorable prices.