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2025-05-08
Interesting to watch the stock movement of $Fastly, Inc.(FSLY)$
TOPMerle Ted: It is hard to understand how this company isn't doing well. The only answer is management.
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2025-05-08
AMZN Solid Start, Second Half Uncertain
$Amazon.com(AMZN)$ 's reported revenue/profit of $155.7bn/$18.4bn beat expectations, thanks to international performance. Unit growth slowed a bit to 8% year-over-year. AWS growth matched forecasts at 17%. Overall, results and the Q2 outlook (slight revenue acceleration) were better than expected, with positive comments on product mix and third-party sellers.Tariffs Not Yet a Problem, Prepared if They Become OneManagement sees limited tariff impact in Q2 profit, citing pre-bought inventory and stable third-party seller prices. April sales were strong. Low-priced essentials are growing fast in the US. Amazon believes its wide selection and strategic buying should help it outperform if retail conditions worsen due to tariffs.Estimates Going Up on Go
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2025-05-08
Uncertainty Limits AAPL Stock Growth
$Apple(AAPL)$ 's June quarter sales outlook lacks specific product growth details due to tariff, demand, and legal uncertainties. While the immediate earnings impact is low and long-term tariff navigation is expected to improve, caution is key on near-term profit margins, anticipating further decline after June. Despite this, Apple raised its dividend and buybacks, expressing confidence. The stock shows strong cash flow.Tariffs: Minimal March Impact, $900M June CostMarch saw limited tariff impact thanks to supply chain management. However, June costs are projected to rise by $900M (net of one-time items) assuming current tariff policies remain. Most US-bound iPhones will be from India, and most iPads, Macs, Watches, and AirPods from Vietnam. The m
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2025-05-08
Strong Azure & AI Lead Microsoft's Earnings Beat
$Microsoft(MSFT)$ 's Q3 results and outlook were strong, mainly driven by Azure. Azure's cloud growth hit 35% (constant currency), significantly above the expected 31.5%. This was due to both hardware deliveries and solid cloud migration deals. OpenAI contributed a strong 16 percentage points to Azure's growth (up from 13% in Q2), easing partnership concerns.Office Growth Remains SolidThe Office business showed good performance with 14-15% constant currency revenue growth, hitting the high end of guidance. Subscriber growth was steady at 7%, though some moderation is expected next quarter. However, strong E3/E5 sales and increasing Copilot adoption support our positive outlook for continued strong growth.Capex Near Peak, Still Expanding for Future
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2025-05-08
Alibaba (BABA) Earnings Focus On AI Advancement, E-Commerce and Cloud Performance
$Alibaba(BABA)$ is scheduled to to release its fiscal Q4 2025 earnings on 15 May 2025 before the market open which would cover the period from January 1, 2025, to March 31, 2025, Market estimates for Q4 2025 revenue vary, with figures around $32.85 billion to $33.21 billion (approximately CNY 240.25 billion). This generally translates to an anticipated year-over-year revenue growth of around 6% to 8%. Consensus EPS estimates for Q4 2025 are in the range of $1.16 to $1.73 (or around CNY 9.24 according to one source, indicating a significant YoY percentage increase). Some analysts predict an increase in EPS compared to the same quarter in the previous year. For instance, an EPS of $1.73 would represent a 24% increase from a prior year's $1.39. Howev
TOPBABA have really nothing to do with the trade war. They have really gone beyond ecommerce.
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2025-05-08
Palantir Shares Tumble 12% as Soaring Valuation Overshadows Revenue Beat $Palantir Technologies Inc.(PLTR)$
TOPPLTR is hanging tough after a beat down yesterday. It is not about falling down , but what are you going do. I believe palantir has answered the bell.
6.42K
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2025-05-08
S&P 500's Put/Call Ratio Hits 5-Year Low: Fear Fades and Bottom Near? Last Friday, with the $DJIA(.DJI)$
TOPExciting insights! Keep sharing your knowledge! [Heart]
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2025-05-08
Market Mixed Reaction Closed On Positive Note
Stock market experience volatility in early session causing the major indices to remain stagnant as investors awaits the Federal Open Market Committee's (FOMC) policy announcement. The market is expecting the decision to show rates remain unchanged, which was expected and Fed Chair Powell announced that the decision was to keep the federal funds rate steady at 4.25-4.50%. Fed Chair went on to emphasize that the current policy provides flexibility to assess further economic data before making any rate adjustments. DJIA increased by 0.70%, S&P 500 followed with a climb of 0.43% while NASDAQ did an increase of modest 0.27%. We saw significant declines from Alphabet (GOOGL) and Apple (AAPL), both decline 7.5% and 1.1% respectively after a report that Apple might introduce an AI search feat
TOPSeems like the last few earnings ARM beats, the street does not like the guidance and then it tanks only to recover in a month or so. It is annoying.
1.42K
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2025-05-08
Why Now Is the Perfect Time to Invest in Disney (DIS) Stock
In today’s volatile financial markets, finding an investment with both strong growth potential and solid fundamentals can be a challenge. However, Walt Disney Company (DIS) stock stands out as a compelling opportunity. As of May 8, 2025, Disney’s stock price has reached $102.09, with a market capitalization of $1,648.2 billion, reflecting an impressive upward trajectory. Here are the key reasons why now is the ideal time to strongly recommend investing in Disney stock. Robust Earnings Report Boosts Confidence Disney’s second-quarter 2025 earnings report, released on May 7, 2025, has exceeded expectations and fueled market optimism. The company reported total revenue of $236.2 billion, a 7% year-over-year increase, with adjusted earnings per share (EPS) of $1.45, surpassing analyst forecast
TOPup over 10%, quarterly results must be good, good job mickey
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2025-05-08
Hot Stock Charts - HOOD, EOSE & SPY
1. $Robinhood(HOOD)$ Smart Money Zone held beautifully last week — and now all eyes are on Friday’s close.If the weekly BX flips green, that could be our signal for a potential expansion back toward all-time highs in the months ahead.Image2. $Eos Energy Enterprises Inc.(EOSE)$ EOSE +25% since this post 🥂Weekly looking like it will continue it's expansion out of this wedgeImage3. $SPDR S&P 500 ETF Trust(SPY)$ Daily BX is still green, but momentum is clearly fading.Smart Money Zone is holding for now, but this area has rejection written all over it — and we still have gaps below that could get filled.Still, as long as the BX stays green, the bullish case remains
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2025-05-08
Is GOOG Search Screwed?
Without search (Apple $Apple(AAPL)$ /AI threat) and the network business (antitrust) $Alphabet(GOOG)$ $Alphabet(GOOGL)$ is left with this terrible business.ImageHowever，this is one of the worst takes I’ve seen. Google monetizes clicks better than any company on the internet. And they’re going to be replaced dollar for dollar on Safari by OpenAI, who is lighting money on fire and has no ad model? It’s easy to yell “disruption”. It’s hard to logically lay out how GOOG is screwed but AAPL isn’t.And，Market Narrative:GOOG Search is Screwed $Walt Disney(DIS)$ No one is traveling and their movies stinkEarnings Reality:GOOG Sear
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2025-05-08
HIMS and DIS Show Strong Bullish Trends
1. $Hims & Hers Health Inc.(HIMS)$ What is the superpower of Hims & Hers?It's the aggregator of demand in healthcare. CVS doesn't "own" demand. Your doctor doesn't have power over pharma companies.Hims & Hers can pull together the demand of millions of people to make the experience better!2. $Walt Disney(DIS)$ Disney is spending $60 billion over a decade to expand parks and experiences.But this brand new theme park in Abu Dhabi will require ZERO capital. It's entirely upside for Disney.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
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2025-05-08
Why We Hold Gold and Gold Stocks
OverviewIn the current era of economic uncertainty, mounting US deficit, tariff effects, and geopolitical instability we maintain a position in gold $Gold - main 2506(GCmain)$ and gold miners in our portfolios. We believe that gold serves as a critical hedge against all of these headwinds.Unlike long-term bonds that suffer real-term erosion during inflationary periods, or equities vulnerable to margin compression from rising input costs, gold maintains its real value over time. Gold’s multi-millennia history as a store of value is not mere tradition, it reflects gold’s unique scarcity as an asset uncorrelated to government policy and immune to the debt spirals now threatening many developed economies.A Brief History of Gold as MoneyThe idea be
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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-
TOPNice 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.