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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2025-05-08
Written 1 month ago at Marlin Capital, following the 90-day tariff pause 👇👇The $Cboe Volatility Index(VIX)$ is down over 30% since 🎯Total Positioning has gone from -2.5z to -0.8z 🎯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 Now🎉💰CBA Mini Course 1: What is Cash Boost Account(CBA)?
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2025-05-07
$NVIDIA(NVDA)$ From May 9 to May 12, there will be U.S.-China talks. However, the options market remains unusually calm, with very low implied volatility. Based on past experiences, the market tends to remain stable before monthly options expiration. However, after the May 16 expiration, volatility could increase.For this week, $NVDA is likely to close between $110 and $115. Bearish positions opened recently seem to support the idea of a potential drop after monthly options expiration. A significant trade combines a sell put for May 16 expiration and a buy put for May 30 expiration:Buy $NVDA 20250530 115.0 PUT$ Sell $NVD
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2025-05-07
PLTR's Pullback Slows After FOMC meeting ?
While US market waits for the much anticipated FOMC May 2025 meeting wrap up on Wed, 07 May 2025, US market took a beating for the 2nd day in a row. On Tue, 06 May 2025 - US stocks fell across the board as traders stayed on the sidelines, waiting for Fed’s policy decision (that is almost baked-in as per CME Fedwatch tool) and also more news insight into trade deals (between US & China). US / China To Finally Meet ! This comes about after both sides officially announced (almost) in unison that they will finally be meeting in Geneva, Switzerland, over coming weekend of May 10 - 11. US Representatives: Treasury Secretary - Scott Bessent. US Trade Representative - Jamieson Greer. Chinese Representative: Chief economic advisor - Vice Premier He Lifeng, This marks the first high-level, face-
TOP1PC: Nice Sharing 😁 Iwill keep PLTR as a watchlist[Smile] @Jes86188 @koolgal @yourcelesttyy @SherniceXuan 2000 @Barcode
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2025-05-07
💰Top 10 Stock Gainers in 5 Days: PONY Leads, Which to Follow?
Hey Tigers[Allin]During the recent 5 trading days, there are numerous stocks achieved impressive double-digit gains.Below is a list of the top ten featuring companies with a market cap over $1 billion, daily trading volume exceeding $1 million, and gains over 20%.Have you held any stocks that have brought you good returns? Are you familiar with these winners?Based on the ranking table, here's a summary of the reasons for the rise and future expectations of the ten listed companies, hoping it will help you better understand them.[Miser][Heart]A gentle reminder: Past performance is not indicative of future price increases. Analyze and plan for risks from multiple perspectives before any trade.1. $Pony AI Inc(PONY)$ Leads with a 48% GainKey News and
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2025-05-07
$Broadcom(AVGO)$ I made an additional investment in AVGO as Broadcom remains a top pick among tech names, reaffirmed as a “Buy” by Melius Research alongside Nvidia and Microsoft. Analysts are optimistic about sustained AI-related capital expenditures from major tech firms, which supports Broadcom’s long-term growth. While the Trump administration is weighing changes to AI chip export rules, Broadcom’s global scale and diversified portfolio help mitigate potential risks. I see strong upside ahead as AI infrastructure spending accelerates and regulatory clarity improves.
TOPThe Quarter report is going to be huge....
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2025-05-07
Unity 25Q1: Better But Still Aching
$Unity Software Inc.(U)$ reports Q1 Earnings Before Market Open on May 7.The overall Q1 performance slightly exceeded expectations, particularly in terms of profit improvement, demonstrating management’s efforts during the transition period. However, the Q2 guidance was less optimistic than market expectations, and the shutdown of services in China also created headwinds for Grow Solutions revenue. Investor sentiment remains divided.Performance and Market ReactionQ1 core performance beat expectations, though ongoing adjustments to the product portfolio indicate the company is still in transition.Revenue: $435M (-5.5% YoY), primarily due to product line adjustments (portfolio reset), leading to declines in Create/Grow Solutions revenue.Impr
TOPI know have to buy more. but, no remaining cash. so sad
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2025-05-07
East Rising, West Declining? How Did Buffett Warn of Trade Deficits in US?
Recently, more voices have discussed the idea of “East rising, West declining.”Today, People's Bank of China (PBoC) unveiled 10 comprehensive monetary policy measures across three categories. China stocks opened high and then closed down.Quantitative measures: Includes actions like reserve requirement ratio (RRR) cuts to increase medium- to long-term liquidity and ensure abundant market liquidity.Price-based measures: Involves lowering key policy interest rates, reducing rates on structural monetary tools, and cutting public housing fund loan rates.Structural tools: Introducing and strengthening targeted monetary tools to support innovation in science and technology, boost consumption, and expand inclusive finance.In 2003, Warren Buffett told a story about two fictional islands: “Squanderv
TOPTrumps knows the trade deficits and so by implementing tariffs, he hopes to create a new global order. He is not that crazy that many think he is. The real dealbreaker is whether this will pull through. He probably never expect China to retaliate, unlike in his first term as president. He doesn’t want a trade war where his own economy will suffer. He just wants to force parties to negotiate with him. I think the shift from West to east will definitely happen, but not in the next 5 or even 10 years. As long as the other countries cooperate with the US and US has a greater number of world on its side as it seems to be likely the case with many countries striking deals with it, and these countries trade more with the US than China, and the USD remains the preferred reserve currency, this shift won’t happen yet. China stocks will rally especially if talks with trump is successful but I believe it wil be short-lived as investors tend to be less confident in the Chinese market than the US.
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2025-05-07
After Stellar Earnings & Rebound, Are Mag 7 Still Undervalued or Not?
Mag 7 companies except $NVIDIA(NVDA)$ have released stellar Q1 earnings. Despite weak guidance from $Apple(AAPL)$ and $Amazon.com(AMZN)$ , their earnings were impressive. However, the rebound degree among these big tech firms varies.Among them, $Microsoft(MSFT)$ and $Meta Platforms, Inc.(META)$ are the only two that have achieved positive year-to-date returns, thanks largely to their better-than-expected AI outlooks.Following the earnings rally, Microsoft’s forward P/E has now risen above the 80th historical percentile.$Tesla Motors(TSLA)$<
TOP🌟🌟🌟The Magnificent 7 have reported results that have far exceeded expectations. Should we add more exposure or take profits? As a long term investor with a strong belief in the enduring power of technology and innovation, the Magnificent 7 earnings beat reinforces the case for holding or even buying more during market dips. However for those who prefer lower volatility, perhaps locking in the profits maybe more suitable. Ultimately there is no right or wrong in investing. It all comes down to each person's risk profile, investment horizon and whether you believe that the current valuations can be sustainable in an unpredictable macro environment. @Tiger_comments @TigerStars @Tiger_SG @CaptainTiger @TigerClub
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2025-05-07
Everyone is expecting recession, but what if we get the opposite?
This week’s chart comes from the latest Market Cycle Guidebook and presents a sort of “what if?“ scenario… one that is probably “unthinkable“ from the standpoint of where consensus seems to have drifted to.Basically the key premise in the chart is that there has been a clear Global pivot to monetary policy easing already — and with the usual leads/lags of policy transmission there should be a bunch of monetary tailwinds coming into play right about now.So instead of getting a recession, what if we get the opposite?(what if growth accelerates rather than stalls?)That’s not to dismiss the real adverse impacts of the tariff shock…And when it comes to the USA specifically, there are a lot of short-term pain points from policy moves this year e.g. fiscal tightening from DOGE cuts vs previous ye
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2025-05-07
TSMC’s Tariff Tango: A Semiconductor Shake-Up to Watch!
$Taiwan Semiconductor Manufacturing(TSM)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The semiconductor world is buzzing as Taiwan Semiconductor Manufacturing Company (TSMC) navigates a perfect storm of trade tensions, competitive threats, and AI-driven growth. On April 29, 2025, TSMC’s stock took a hit, sliding 1.4% amid news of Huawei testing a new AI chip that could outpace Nvidia’s H100, per Yahoo Finance. With U.S.-China trade dynamics heating up and TSMC’s Arizona expansion facing scrutiny, the chip giant’s future is a high-stakes dance. Let’s dive into the latest movements, spotlight trading opportunities, and see if TSMC can keep its crown as
TOPInsightful analysis! You've nailed it! [Great]
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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
TOPAlibaba 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 😂😂