Alibaba, RedNote in tie-up as China e-commerce competition intensifies
Alibaba, RedNote in tie-up as China e-commerce competition intensifiesBy Casey Hall and Sophie Yu
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2025-05-07
Trade Idea: $Alibaba(BABA)$ – Renko Signals Sustained Strength Ahead of Earnings (May 15th) Alibaba (BABA) continues to carve out a strong structural uptrend, and the Renko chart is flashing renewed momentum just ahead of its next earnings report. Fundamental Picture: Alibaba has surged 50% so far this year, driven by renewed investor confidence and aggressive capital allocation into AI and cloud infrastructure. The company has committed over $50 billion to scaling its cloud and machine learning capabilities — a strategic pivot to compete more directly with U.S. tech majors. Its last quarterly numbers showed strong traction: 8% revenue growth year-over-year and net income jumping by 25%, driven by cost discipline and improved performance ac
TOPMortimer Arthur: Alibaba would have to hit 400 to even get close to Amazon P/E value. Still way undervalued.
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2025-05-07
Oops!! $Palantir Technologies Inc.(PLTR)$ - Analysts still bullish despite earnings and 15% price sell off (see attached chart). Financial Performance Highlights: - Revenue: Palantir reported Q1 revenue of $883.9 million, marking a 39% year-over-year increase and surpassing analyst expectations. - Earnings: Adjusted earnings per share came in at $0.13, aligning with consensus estimates. - Guidance: The company raised its full-year revenue forecast to a range of $3.89–$3.90 billion, up from the previous estimate of $3.74–$3.76 billion. Factors Contributing to the Stock Decline - High Valuation Concerns: Despite robust financial results, investors expressed concerns over Palantir's high valuation. The company's forward price-to-earnings (P
TOPA Revolutionary Software Company with the most Forward Thinking Genius of a CEO, over 5 Billion in cash, No debt to speak of and Market Dominance a decade ahead of the competition.
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2025-05-07
I must commend Alibaba's management & their entire operating team for such excellent execution lately. They're moving like a startup on a huge multi-sectoral business operations. Jack was right. Now Baba is much able to compete in the competitive Chinese market. They are currently competing strongly in multiple areas including super competitive AI MODEL, public cloud, e-commerce, international commerce & many many more. I'm now very happy with my holding in Alibaba than ever on the management direction capabilities & execution. They need to write this turnaround story into business books. Jack will end up the most legendary celebrated entrepreneur in China for inspiring so many lives. Thanks 😊
TOPsomehow whenever I quote an article, it just disappear. This post is written over an an article reporting from Reuters on the strategic partnership of Baba (Tmall & Taobao) & rednote (Xiaohongshu) which allows social media user on rednote to purchase directly @ Taobao & Tmall if they are something interesting on rednote. couple this with synergy between eleme & taobao/Tmall for instant delivery, it's a killer combination with each doing the best at what they do. this is a community of businesses with it's own specialty working together to improve consumer experience. wow 😳 just wow.
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2025-05-07
🎁What the Tigers Say | Palantir -13%: Bubble Bursting or AI Bargain?
Palantir reported Q1 revenue of $884 million—up 39% year-over-year and above analyst estimates. EPS hit $0.13, rising from $0.08 a year ago and matching Wall Street expectations. But despite the solid numbers, the stock plunged 13%, as investors may have been expecting another blockbuster quarter like February’s.Is this sharp drop a warning sign that Palantir’s valuation has run too far ahead of reality? Or is this a rare chance to load up before its next leg higher in the AI boom?Is the current valuation still justified? What’s your take—and your target price?🎁Special Notes: Whoever showed up on the” What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.Click titles to read the full analysis:1.
TOPPalantir’s Q1 $Palantir Technologies Inc.(PLTR)$ results were strong, with revenue and earnings both growing and meeting or beating expectations. The company continues to show solid growth in the U.S. commercial segment & secured major government contracts. It remains profitable and is expanding into sectors like healthcare and manufacturing. Despite good numbers, the stock dropped 13% because expectations were extremely high. Investors were likely hoping for another “wow” quarter like in February, and anything less led to profit-taking. The drop also pushed the stock below key technical support levels, which added to the selling pressure. I think this is more of a short-term pullback than a long-term problem. The fundamentals are still strong & AI demand is growing. If the price falls near $100, it could be a good chance to buy before the next leg up. My personal target price is around $130 if Palantir continues to deliver strong growth. @TigerClub @Tiger_comments @TigerStars
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2025-05-07
SPX Tests Key FVG Zone Ahead of FOMC
$S&P 500(.SPX)$ closed above the Daily FVG at 5642-5582 , but with FOMC tomorrow there is great risk we close below that sending a bearish signal.A new high is allowed if we continue to close above 5582, but once we close below that zone should act as an entry point for shorts.If that occurs, ideally that leads to retracing 50%+ of the Apr 21 rally confirming this is a bear market rally setting up for the next major wave down. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2506(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$
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2025-05-07
S&P500 is still about 9% below its peak
It’s not just the unthinkable on the macro side, here’s an insight into how global equities are tracking; with a specific focus on global ex-US.While the $S&P 500(.SPX)$ remains below its 200-day moving average, 74% of the countries we track are currently trading *above* their 200dma (see breadth indicator below). And while the S&P500 is still about 9% below its peak, global ex-US equities are within inches of making a new all-time high.Part of this has to do with USD weakness (as the index below shown in US$ terms), but that’s also partly the point. The currency weakness actually reflects the relative macro predicament that the USA finds itself in vs the rest of the world. And with global stocks still trading at a massive discount vs the
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2025-05-07
💰 New Alpha | Out of the haze: COHR/LITE/CLS
💰 The market is undergoing slight adjustments, with performance at the forefront, although sometimes there can be excessive reactions.💹 $COHERENT(COHR)$/$Lumentum(LITE)$/$Celestica(CLS)$: The buoyancy in AI investments boosts stock performance.📣 Stay tuned, supercharge purchasing power through CashBoost!On Monday and Tuesday, major U.S. stock indices experienced slight declines, marking two consecutive days of losses, with $S&P 500(.SPX)$ ending its nine-day winning streak from last week.On Tuesday, Chinese assets rose, with $NASDAQ Golden Dragon China Index(HXC)$ closing up 0
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2025-05-07
Here's 5 ways to set perfect stop loss for every trade
Your trading account will never go to $0 again. Even with a small $500-$1000 trading account you need to protect it.Here's 5 ways to set perfect stop loss for every trade 🧵ImageI'm sharing 5 ways to set stop loss: PICK one for trading that matches trading style, personality and daily $$$ targets.1. structure stop2. $$$ stop3. % stop4. No stop (use position size only)5. risk vs reward stopSave this STOP LOSS cheatsheet here and print it off. PICK 1-trading set-up only then trade it each day. If you jump around its very hard to be consistent. Discipline is better then dopamine hits.Image1. structure stopLet's say you get in here for the reversal. Always set the stop loss under the PREVIOUS candle low + add room for the liquidity sweep.So set the stop loss at $540.80 area so you dont get stop
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2025-05-07
AMD targets $200+ by 2026
$Advanced Micro Devices(AMD)$ just posted solid earnings — and we’re holding steady around $102 after hours.BX flipped 🟢 on April 23, and since then our bot entry at $91.49 is up nearly 9%.I still haven’t averaged down yet…Why? Because the weekly BX flipped green — but we’re still stuck under major resistance. I’m waiting on one final confirmation: a monthly higher low.If we get it, I’ll size in and target $200+ by 2026.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 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.
TOPlooking forward to Advanced Money Destroyer teaching you a lesson 😂😂
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2025-05-07
Still eyeing a HIMS gap fill to $57–$60 in the coming weeks
$Hims & Hers Health Inc.(HIMS)$ is up 88% since we called it out in April — and just today it ran 30% intraday.Our entry? Right off the Smart Money Zone at $28–$30.Our target? Still eyeing a gap fill to $57–$60 in the coming weeks.Yes, I’ve started scaling out.No, I’m not upset about it.📉 Expansion like this doesn’t last forever — and we don’t time tops. We trade systems. 👇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 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 Telegr
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2025-05-07
$eBay(EBAY)$ 🚨⚡🛒 The Silent Resurgence: eBay’s Strategic Alchemy Through Share Scarcity, AI Innovation, and Market Repositioning 🛒⚡🚨 eBay ($EBAY) quietly defied gravity on 05May25, 🇳🇿NZ Time, gaining 2.49 percent to $70.31 while the S&P 500 and Dow both fell. But this isn’t just a market quirk, it is the continuation of a stealth transformation few are pricing in. Behind the scenes, eBay is executing a meticulous playbook: weaponising share scarcity, embedding generative AI, and doubling down on niche category leadership. 📊 Market Positioning and Price Action eBay closed just 1.82 percent shy of its 52-week high of $71.61. Its outperformance against Amazon, Target, and Walmart on a down day signals growing institutional conviction. With a forw
TOPEbay has plenty of upside...closes the week over $75? Probably?
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2025-05-07
Applied Materials' (AMAT) Earnings Evolve Around AI-Driven Demand Sustainability
$Applied Materials(AMAT)$ is anticipated to release its fiscal Q2 2025 earnings, on Thursday, 15 May 2025, after the market closes. Revenue: AMAT's Guidance: $6.7 billion to $7.5 billion (midpoint ~$7.1 billion). Analyst Consensus: Around $7.12 billion. This suggests an expected year-over-year growth of approximately 7.12%. Adjusted Earnings Per Share (Non-GAAP EPS): AMAT's Guidance: $2.12 to $2.48 per share (midpoint ~$2.30). Analyst Consensus: Around $2.31 per share. This would indicate a year-over-year increase of about 10.5% from $2.09 in Q2 2024. Non-GAAP Gross Margin: AMAT's Guidance: Expected around 48.4%. Applied Materials' (AMAT) Last Positive Earnings Call Saw Its Share Price Decline by 16.76% AMAT had a positive earnings call on 13 Feb
TOPAnother up day! Keep them coming! The chip stocks are moving up too! When they move we move!
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2025-05-07
$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ 🚀🤖📊 A Silicon Saga: My Deep Dive into AMD vs Nvidia 📊🤖🚀 Two titans, one battlefield. As I dig into AMD’s Q1 FY25 and Nvidia’s Q4 FY25 results, the contrast is impossible to ignore. Profitability, scale, market grip. This isn’t just a difference in performance, it’s a difference in gravity. One’s orbiting earth, the other’s building its own financial galaxy. 📊 Financial Face-Off: The Tale of Two Realities Nvidia posted $39.3 billion in revenue, up 12 percent quarter on quarter. Its Data Center segment alone delivered $35.6 billion, accounting for over 90 percent of total revenue. With a gross margin of 73 percent, Nvidia raked in $28.7 billion in gross profit. Op
TOP😄 sharing @Jes86188 @koolgal @JC888 @SherniceXuan 2000 @yourcelesttyy
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2025-05-07
$Datadog(DDOG)$ 🚨🤖📡 DATADOG UNLEASHED ~ OBSERVABILITY’S 203% MOONSHOT 📡🤖🚨 Datadog ($DDOG) just reminded Wall Street what exponential growth looks like. Annual Recurring Revenue (ARR) surged from $76.5M in 4Q23 to $275.9M in 1Q25. That’s a monstrous 203% YoY leap, following an already blazing 147% in Q4. While others talk GenAI, Datadog is monetising it. Forget dashboards. Datadog’s unified observability platform is becoming indispensable cloud infrastructure. It covers four core pillars: • Infrastructure Monitoring: Real-time insights into servers, usage and traffic bottlenecks. • Log Management: Timestamped events, error forensics and long-tail performance tuning. • Application Performance Monitoring (APM): Developer-first tools prioritising issu
TOPIncredible growth
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2025-05-07
$CleanSpark, Inc.(CLSK)$ $CME Bitcoin - main 2505(BTCmain)$ $Microsoft(MSFT)$ 🚀🤖💥 BITCOIN BOSS MODE: CLSK UNLEASHES BLOCKCHAIN BRAWN 💥🤖🚀 You want conviction? Look no further than CleanSpark ($CLSK), which just powered through April with numbers that scream resilience, efficiency, and institutional-grade dominance. Let’s break down the firepower 🔥🔌 633 Bitcoin mined in April. 12,101 total BTC holdings (1,894.4 posted as collateral). 42.4 EH/s month-end hashrate. 204,770 deployed mining units. 915 MW under contract across fully owned facilities. 16.98 J/Th average fleet efficiency. 401.39 BTC sold, not to survive, but to strategically monetise at prices above
TOPIncredible insights! Love the energy! 🚀🔥
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2025-05-07
Stansberry Research:Why The US Dollar Will Fail in the Next 10 Years?
Source from YOUTUBESource from YOUTUBEBased on the discussion in the Stansberry Investor Hour, here are some key points explaining why the $USD Index(USDindex.FOREX)$ might fall in the next 10 years:USD index Monthly chart, by May 6th 2026Monetary Policy and InflationMoney Printing and Inflation: Larry Leard argues that the current monetary system is under stress and is essentially broken. The government has been engaging in significant money printing to cover large and growing deficits. This money printing is almost a mathematical certainty given the current economic situation. As a result, inflation is likely to become a persistent problem. When inflation rises, the value of the dollar typically falls because it erodes the purchasing p
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2025-04-30
$SPDR Portfolio S&P 500 ETF(SPLG)$ Bought another 35 shares to make up 200 shares of SPLG. Tiger is being wonky today and not letting me key in numbers properly 😬
SPLG
04-30 22:15
USSPDR Portfolio S&P 500 ETF
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 64.09 | -- Closed |
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2025-05-01
$VXX 20250530 60.0 PUT$ VXX: collect 4.5% premium for this cash secured put with strike at $60. Contract expires in 5 weeks on 30th May. Continue to bet on volatility will cool down over the coming weeks and to cover back at or below $60.
VXX PUT
04-30 23:40
US20250530 60.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 2.70 1Lot(s) | -- Closed |
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2025-05-02
$MSFT 20251017 390.0 PUT$ Been accumulating MSFT since tariff shocked the markets. Being extremely cautious now after suffering huge losses due to over leveraging. Gonna play it safe for now until the storm clears.
MSFT PUT
05-01 21:31
US20251017 390.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 12.30 6Lot(s) | +67.64% Closed |
TOPAt least now it’s Turing positive and gaining back (most hopefully ) your losses. The most needed spike on MSFT from its earning. The stock price has been under performing … good luck.
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2025-05-02
$SMCI 20250606 43.0 CALL$ SMCI: collect 2.25% premium from these covered calls with strike at $43. Contracts expires in 6 weeks on 6th June. Took the chance for a general upward momentum week to sell fresh calls to replace those expiring on 2nd May. SMCI is still within range despite the large sell off on 30th April. It had since recovered partially and within the middle of the range. Earnings on 6th May will be disappointing as already communicated by the company in advance with expected revenue significantly down over delays in shipment and margin compression. Still looking for an opportunity to offload partially on shares holding as been holding significant amount that might impact overall
SMCI CALL
05-02 02:09
US20250606 43.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.98 3Lot(s) | -- Closed |
TOPGood premium for 2.25%, but holding period seems long