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2025-05-12
Bullish Call Noted But What's Next After US-China 90-Day Tariffs Cut?
The recent 90-day tariff reduction agreement between the U.S. and China marks a significant de-escalation in their trade tensions. Under this deal, the U.S. has lowered tariffs on Chinese imports from 145% to 30%, while China has reduced tariffs on U.S. goods from 125% to 10%. This move aims to prevent further economic decoupling and foster more balanced trade relations. Market Reactions Financial markets have responded positively to the announcement. U.S. stock futures surged, with the S&P 500 and Nasdaq climbing up to 3.5%. The U.S. dollar strengthened, and 10-year Treasury yields rose, indicating increased investor confidence. U.S. Dollar Price Today As investors digest positive trade-related developments, the market focus now shifts to the release of the latest US inflation figures
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2025-05-12
U.S.-China Reach 90-Day Trade Ceasefire, Markets Rally on Tariff Cuts
In a major breakthrough announced in Geneva, the United States and China have agreed to a 90-day ceasefire in their ongoing trade dispute, accompanied by significant mutual tariff reductions. This move is aimed at easing economic tensions and allowing time for both sides to resolve deeper disagreements. According to the joint statement, the U.S. will reduce its average tariff rate on most Chinese imports — currently totaling 145%, including levies related to fentanyl — to 30% by May 14. In return, China will lower its tariffs on American goods from 125% to 10%. U.S. Treasury Secretary Bessent called the talks "very in-depth and productive," particularly in regard to future fentanyl controls. “Both sides agree that decoupling would be harmful,” she added. Markets Respond Strongly U.S. stock
TOPEnid Bertha: Been watching tsla for weeks. Great chart. It bottomed.
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2025-05-12
China big tech earnings focus: AI capex, takeout-wars and trading
Overall industry trends in Q1: Consumption recovery supported results, domestic consumption of goods and services continued to pick up, headline companies (Tencent, Ali, Jingdong) reported healthy earnings results and have optimistic Q2 outlooks.Internet giants' AI capex is the focus of attention. both Tencent and Ali's spending in Q1 was not as aggressive as the market expected.Considering the uncertainty of high-end chip supply, the market consensus expects Ali and Tencent's capex in the March quarter to be around $35-40bn, and capex expectations for the full year of 2025 are not high, especially as Q2 also has short-term supply uncertainty.On the AI adoption front, growing AI inference demand will drive acceleration in Ali Cloud revenues (+17%); Tencent's progress in ad tech upgrades, A
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2025-05-12
Tesla over $300 - Good breakout!
My Reaction to Tesla's Surge Past $300 I am absolutely thrilled to see Tesla $Tesla Motors(TSLA)$
TOPI went long with 3 times leverage just now. There was a buy order of 30,000 shares.
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2025-05-12
👇🤔Weekly Top 20 Insider Sells:CVS, SYK, TDG, CRWD, TSLA & More
Hi Tigers~ The following are the top 20 stocks with the most Insider Sells in the past week.Data source: Bloomberg, data cutoff date: May 9th, 2025.Read more for the upcoming week Weekly: Inflation data looms as the next big test for market📈 Weekly Top Insiders Buys:IFF, KKR, CLX, PCAR,& HOLX 🎁Weekly Higher EPS Estimates: BABA, CSCO, AMAT, SE, NU & More💰 New Alpha|AI software Companies Breathtaking Moment: NOW/SNOW/NETEditor notes: Insider selling stocks does not necessarily mean that there‘s any proble
TOPThis stock is very promising. I currently have a profit of 16%. There is another stock that has a profit rate of 34% after holding it for three days.
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2025-05-12
📈 Weekly Top Insiders Buys:IFF, KKR, CLX, PCAR,& HOLX
Hi Tigers~ The following are the most bought stocks by insiders in the past week.Data source: Bloomberg, data cutoff date: May 9th, 2025. $International Flavors & Fragrances(IFF)$ YTD 2025 -13.15% $KKR & Co LP(KKR)$ YTD 2025 -20.17% $Clorox(CLX)$ YTD 2025 -17.02% $PACCAR Inc(PCAR)$ YTD 2025 -12.84% $Hologic(HOLX)$ YTD 2025 -21.28% $Church & Dwight(CHD)$ YTD 2025-12.55% $LyondellBasell Industries NV(LYB)$ YTD 2025 -23.35% $Ecolab(ECL)$ YTD 2025 +7
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2025-05-12
Option Witch | Sea Ltd Earnings on Deck: Options Strategies for Bulls and Bears
$Sea Limited(SE)$ stock is drawing attention as the Singapore-based internet services company is scheduled to report first-quarter 2025 results before the US market opens on Tuesday, May 13. Shares have gained more than 31% as of May 12 this year.Key Factors to Note Ahead of Q1 ResultsQ1 Revenue is Expected to Increase 31% YoYSingapore-based Sea operates Shopee, which is the largest e-commerce platform in Southeast Asia and has also expanded to parts of Latin America. Other holdings include digital-payments provider SeaMoney and Garena, a global online games developer.The Singapore-based company is expected to report a 31% increase in revenue to $4.885 billion from $3.73 billion a year ago, according to Bloomberg’s unanimous expectations. Adjusted E
TOPWow, this analysis is super insightful! 🔥
537
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2025-05-12
WAT Stock: Human Intuition vs AI Deepseek – Who Wins?
Can AI truly outperform human intuition in stock analysis? I put WAT to the test!" My read of WAT with MAs 12 & 26, Volume, RSI plus TA viewed that WAT is in a Short-Term Pullback, breaking the Upper Trend line channel but found support from MA 12 & 26. Could worth a Test a Long Entry. Tiger-DeepSeek read: Analysis of Waters Corporation (WAT) Using MA 12/26, Volume, and RSI 1. Moving Averages (MA 12 & 26) · Recent Trend: The stock closed at $344.06 on May 9, 2025, down 1.94% from the previous day. Over the past two weeks, prices have been volatile, ranging from a low of $328.79 (May 6) to a high of $358.37 (May 8). · MA Crossover: While exact MA 12/26 values are unavailable, the price action suggests no cle
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2025-05-12
How to understand US-China tariff-cut agreement?
U.S. to China from 145% to 30%, another 24% suspended for 90 days, China to U.S. from 125% to 10%, another 24% suspended for 90 days; reciprocal tariffs, the U.S. cut to 10%, China cut to 10%, and both sides have another 24% suspended.Summary: Much better than expectations.The talks are the two sides in the election cycle under the pressure of the "stop-loss" compromise: the Chinese side to cooperate in exchange for tariffs to reduce the pressure, the United States side to "pause" instead of "cancel" to maintain deterrence, the essence is still the"Time for space" expedient.The real test lies in: when the "joint statement" aura faded, the two sides in the 232 investigation, high-tech control and other structural contradictions to find a new balance.From "80%" to "24% + 10%": the art of neg
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2025-05-12
💰 New Alpha | AI software Companies Breathtaking Moment: NOW/SNOW/NET
💰 Positive signals are emerging as substantial progress has been made regarding Sino-American tariffs💹 $ServiceNow(NOW)$/$Snowflake(SNOW)$/$Cloudflare, Inc.(NET)$: SaaS companies present a must-not-miss opportunity within the bullish trend.📣 Stay tuned, supercharge purchasing power through CashBoost!Last Friday, AI chip stocks made significant moves, with MCHP up by 12.6% and SLAB up by 5.4%.| BREAKINGTariff news boosts global markets. Today, the U.S. and China reached an agreement to substantially reduce tariffs on each other's goods within 90 days.The joint statement reveals that starting from May 14, the U.S. will temporarily lower tariffs on Chinese imports fro
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2025-05-12
The bond market is expected to reverse! How to Play Diagonal Spread?
Markets are finally beginning to accept Powell's message that the Fed is not in a hurry to start lowering interest rates.After Powell reiterated the Fed's "wait-and-see" stance on monetary policy last week,Traders have aggressively increased bets that the benchmark lending rate will fall by less than 75 basis points in 2025, and the first rate cut is not expected to begin until July.Even more shocking is that options traders are aggressively building hedging positions against the risk that the Fed may not ease monetary policy this year,One of the growing positions does not expect the Fed to cut interest rates in 2025.Before the latest employment data showed that hiring remained strong in April, swap contracts had indicated that interest rate cuts were highly likely as early as next month.I
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2025-05-12
Watch Bitfarms (BITF) Bitcoin One Strategy For Its Upcoming Earnings
$Bitfarms Ltd.(BITF)$ is scheduled to report its first quarter 2025 financial results on Wednesday, 14 May 2025, before the market opens. Management will also host a conference call on the same day at 8:00 a.m. ET to discuss the results. EPS (Earnings Per Share): According to Zacks Investment Research, based on 3 analysts' forecasts, the consensus EPS forecast for Q1 2025 is $-0.04. This compares to a reported EPS of $-0.02 for the same quarter last year (Q1 2024). Tipranks could not provide any consensus EPS forecast. Bitfarms (BITF) Last Positive Earnings Call Saw Share Price Increase By 9.09% Bitfarms had a positive earnings call on 27 March 2025 which saw its share price increased by 9.09% since. The earnings call reflects a positive transform
TOPBITF gonna rip. Undervalued, scaling fast, cheap power. BTC pumps = BITF moon. I’m in. 🚀🟩📈
1.80K
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2025-05-09
AI Race 🧠 - Google vs Apple
Assessment of Apples Potential to Capture Googles Market Share I think Apple has a real chance to take some of Googles market share with an artificial intelligence-powered search feature in Safari. Apples ecosystem is already strong, with a loyal user base, and integrating advanced search capabilities could make Safari a more compelling option. However, I believe Googles dominance in search is deeply entrenched, with its algorithms and data advantage being hard to overcome. I expect Apple might carve out a niche, especially among privacy-focused users, but I am not convinced it can fully displace Google in the near term. Apple safari Opinion on Whether This Is a Dip Buying Opportunity for Alphabet I view the recent decline in Alphabets stock as a potential dip buyin
681
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2025-05-12
Conclusion of US-China Trade Talks and Stock Market Outlook The conclusion of trade talks between the Trump administration and China has left the outlook for stock markets uncertain and dependent on several factors. While a deal may have been reached, Trump's unpredictability casts doubt on its longevity and implementation. Immediate Market Reaction Initial market reactions to trade deal announcements have been mixed. Sometimes, markets have shown modest gains, reflecting some relief from tariff escalation. However, significant plunges have also occurred following unexpected announcements or perceived setbacks in negotiations. The market's response will depend on the details of any agreement and how investors perceive its impact on future economic growth Factors Influencing the Market Seve
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2025-05-12
Over the weekend, the United States and China announced a major breakthrough in trade negotiations, signaling the possibility of easing tensions between the two economic giants. With both sides reportedly reaching a consensus on key issues, markets are bracing for what could be a substantial rally. Futures have already reacted positively, with the Dow Jones Industrial Average, S&P 500, and Nasdaq all seeing strong upward momentum. This surge reflects investor optimism that a resolution to trade tensions could unlock greater market confidence and reignite global economic growth. But the big question remains: Will this consensus translate into real action? Past negotiations have seen optimism fade as talks stall or fail to deliver on promises. For now, however, the momentum is clearly bu
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2025-05-12
$Tesla Motors(TSLA)$
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2025-05-12
As the full moon of Vesak Day approaches, marking the birth, enlightenment, and passing of Gautama Buddha, many around the world celebrate with reflection, community spirit, and acts of kindness. But for investors, Vesak Day can also be a time to reflect—not just spiritually, but financially. A Moment of Serenity: Reflecting on Your Portfolio Just as temple visits offer a chance for peaceful meditation and gratitude, Vesak Day could be the perfect moment to review your investment portfolio. Are your stocks aligned with your long-term goals? Are you holding onto investments out of habit or genuine belief in their growth? A moment of clarity might help reveal which stocks are truly worth keeping and which might be dragging down your gains. Some investors even practice a "financial cleanse" d
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2025-05-12
Logistics101 - The logistics from manufacturing to after-sales support (12 May 2025)
(This is an extract from my LinkedIn post to bring understanding of logistics and processes for local producers.) Logistics do not need to be a black box. This is an introduction to the processes and logistics involved from manufacturing to after-sales support. JEFF ST.CLAIR/WKSU For a shop that makes and sells products, the logistics process is like a well-organised system to get things from raw materials to customers’ hands and support them afterwards. It involves several steps, such as buying materials, making products, storing them, delivering them, and handlingreturns or repairs. At the local level, this gets trickier because you need nearby warehouses, careful handling, and paperwork to keep things moving smoothly. The goal is to deliver products quickly, keep costs low, and be eco-
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2025-05-12
$Tiger Brokers(TIGR)$ $Tesla Motors(TSLA)$ $Trump Media & Technology(DJT)$ well. here is the market for you.. i close my put option too early haha could have earn more. well.
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2025-05-12
Tesla’s $300 Breakthrough: Hype or Hope?
Tesla’s stock( $Tesla Motors(TSLA)$ ) just pulled off a stunner, surging over 5% and blasting past $300. Investors are riding high, thanks in part to a Morgan Stanley report dubbing Tesla the "perfect embodiment" of AI and manufacturing brilliance. But as the dust settles, three big questions loom: Can Tesla cling to $300? Is it finally free of its troubles? And does this report’s timing hint at a massive rebound? Let’s dive in. The Surge: What’s Driving It? Tesla’s latest leap isn’t out of nowhere. The stock’s been clawing its way back from a shaky start to 2025, and this $300 milestone feels like a victory lap. Morgan Stanley’s report dropped like a match in dry grass, praising Tesla’s fusion of AI innovation and manufacturing muscle. With a pri
TOPThe rest of the auto industry is done when Tesla launches 17 million robotaxis. Next year this will happen