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2025-05-20
Semtech (SMTC) Earnings To Watch For Margin Improvement
$Semtech(SMTC)$ has announced its plans to release the financial results for its first quarter of fiscal year 2026 after the market closes on Tuesday, May 27, 2025. Revenue Consensus: the consensus estimate is expected at $250.10 million. EPS Consensus: the earnings per share (EPS) consensus estimate is expected at $0.37 (some sources indicate $0.21 or $0.38). Semtech (SMTC) Last Positive Earnings Call Saw Significant 22.71% Share Price Gain Semtech had a positive earnings call on 13 March 2025 which saw its share price gained a significant 22.71% since. The earnings call presented several positive developments, including strong revenue growth particularly in the data center and LoRa segments, significant improvements in margins, and a substantial
TOPMerle Ted: Jim Cramer endorses buying SMTC - well that ought to put an end to this stock's future prospects. My advice, sell everything to cash. Hold that until Drumph is gone.
6.61K
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2025-05-19
Bear Market Bounce: Trap or Opportunity?
Against the backdrop of the market shock triggered by the "Independent Day" policy, the US stock market quickly fell into a technical bear market. The $S&P 500(.SPX)$ index lost nearly 20% and $NASDAQ(.IXIC)$ retreated more than 23%.According to Goldman Sachs' categorization framework, bear markets can be divided into three categories: structural bear markets, cyclical bear markets and event-driven bear markets, whose differences are mainly reflected in the triggering mechanism, duration, and the depth of the impact on the economy and the financial system.Structural bear markets usually originate from the bursting of asset price bubbles and over-leveraging of the private sector, often accompanied by
1.58K
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2025-05-20
Daily Charts - BTC passes Alphabet to become the 6th most valuable asset in the world
1.Bitcoin passes Alphabet $Alphabet(GOOG)$ $Alphabet(GOOGL)$ to become the 6th most valuable asset in the world 🚨🚨Image2.Foreigners own $8.51 Trillion in U.S. Treasuries, approximately 23% of total U.S. Debt 🚨Image3.More than 6.5% of borrowers are at least 60 days late on their car payments, the highest level ever recorded Image4.Long Equity Positioning soared last week by the largest amount in history according to Deutsche BankImage5.Monthly Global Economic Policy Uncertainty Index at its highest level in history 🚨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
1.30K
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2025-05-20
HOOD - The bullish MACD crossover suggests a multi-week bull leg
$Robinhood(HOOD)$ is a U.S.-based financial services company known for pioneering commission-free trading of stocks, ETFs, options, and cryptocurrencies through its online and mobile brokerage platform. The company primarily targets retail investors, with a focus on attracting a younger demographic and those underserved by traditional wealth management firms. Robinhood's business model largely relies on generating revenue through payment for order flow, where it receives rebates from market makers for directing client trades, rather than charging direct commissions on trades. This approach allowed it to significantly undercut established competitors and rapidly expand its user base.As Robinhood navigates 2025, its strategic evolution hinges signif
945
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2025-05-20
CRWD - A pullback could be considered in progress
$CrowdStrike Holdings, Inc.(CRWD)$ is an American cybersecurity technology company that has become a prominent name in protecting organizations against modern cyber threats. Founded in 2011, it is headquartered in Austin, Texas. At its core, CrowdStrike is known for its Falcon platform, which is a cloud-native endpoint protection solution.CrowdStrike: Securing the Digital Frontier and Defining the Future of CybersecurityCRWD is shaping the landscape of modern cybersecurity. The digital world is expanding at an unprecedented rate, and with it, the attack surface for malicious actors.Cybersecurity is no longer a niche IT concern but a fundamental pillar of business resilience, national security, and individual safety. In this high-stakes environment
983
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2025-05-20
Airbnb's Incomplete Story
I thought $Airbnb, Inc.(ABNB)$ was one of the most interesting stories on the market last week, and most observers went down the wrong path in analyzing the company.I’ll critique what we saw last week, but it’s what’s built over the next 5 years that matters for Airbnb.The company announced its biggest update in years with an updated experiences tab and the addition of services to Airbnb. Now, when you open up the app, it looks like this:The response was pretty subdued and for good reason.Experiences have been a flop in the past and most of the pre-approved services were pretty ho-hum. Hair stylists, massages, and personal chefs may be nice if you’re staying at an Airbnb to bring some of the hotel amenities to you, but I don’t think they make Airb
8.69K
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2025-05-20
Flying on Data: Why Palantir’s Edge Is in the Cockpit, Not the Clouds
One is building an aircraft; the other, the airspace. I’ve long believed that software is the most valuable engine in the modern economy—but not all software is created equal. On one side of this story, we have Palantir, whose Artificial Intelligence Platform (AIP) is swiftly becoming embedded infrastructure in sectors where others flounder. On the other, we have Archer Aviation, a pre-revenue, sky-high dream reliant on regulatory winds. One company generates real earnings. The other burns through cash like jet fuel. And yet, oddly enough, both have billion-dollar valuations and futuristic narratives. So, which deserves your attention—and your capital? Palantir: Profits Cleared for Takeoff Palantir's numbers speak volumes. With revenue now reaching $3.12 billion and quarterly growth of 39.
TOPACHR and PLTR are the only government funded AI defense out there. Bought more today on the dip, keeping my stop-losses tight.
862
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2025-05-20
Okta Inc (OKTA) RPO and Revenue Growth To Focus In Earnings
$Okta Inc.(OKTA)$ is scheduled to release its fiscal Q1 2026 earnings, for the quarter ending 30 April 2025, after the U.S. market close on Tuesday, 27 May 2025. A live video webcast will be held on the same day at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss the results. The consensus revenue estimate is around $680.1 million, aligning with the high end of Okta's guidance. Analysts expect adjusted EPS to be around $0.77, which is within the company's guided range. Okta Inc (OKTA) Last Positive Earnings Saw Significant 46.05% Increase In Share Price Okta had a positive earnings call on 03 March 2025 which saw its share price make a significant gain of 46.05%. The earnings call reflects a strong performance by Okta in Q4 FY 2025, with
TOPstill cheap compared to crwd and others; should go back to previous levels +250
2.76K
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2025-05-20
The Magic of Lady Gaga Is Now In Singapore
🌟🌟🌟Lady Gaga is a phenomenal performer with an X Factor. She has become one of the most influential cultural icons of her generation. Her highly anticipated concerts in Singapore is a sold out event with her loyal fans known as "Little Monsters" beyond excited. Lady Gaga's performance is really special as she transforms each performance into a fully immersive spectacle from dramatic sets and intricate costumes to innovative lighting and pyrotechnics. This amazing blend of performance art with wonderful music will create an unforgettable, cinematic experience that leaves a lasting impression on the audience. Last Sunday, Lady Gaga's concert was a spectacular event, showcasing her latest album "Mayhem". Her dazzling performance featured stunning visuals and a vibrant a
TOPthanks for sharing
1.84K
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2025-05-20
AIMS APAC REIT's 2H FY25 Result Review
$AIMS APAC Reit(O5RU.SI)$ Basic Profile & Key Statistics Key Indicators Performance Highlight AAREIT reported higher year-on-year gross revenue, supported by stronger rental contributions from its Singapore portfolio. This was partially offset by reduced income from 7 Clementi Loop, which is undergoing asset enhancement works, and the depreciation of the Australian dollar against the Singapore dollar. Despite the revenue growth, net property income (NPI) saw a slight decline due to higher property expenses. Nonetheless, distribution income and distribution per unit (DPU) improved year-on-year, aided by a higher proportion of management fees paid in units, lower trust expenses, higher foreign exchange gain, and the release of retained earnin
1.77K
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2025-05-20
Hot Stock Charts - COIN, UNH, QQQ & SBUX
1. $Coinbase Global, Inc.(COIN)$ Department of Justice opens investigation into Coinbase regarding the recent customer data theftImage2. $UnitedHealth(UNH)$ UnitedHealth Insider Trading Alert 🚨CEO Stephen Hemsley and CFO John Rex just bought a combined $30 million worth of UNH sharesImage3. $Invesco QQQ(QQQ)$ Nasdaq reaches most overbought level since July 🚨Image4. $Starbucks(SBUX)$ SBUX now down more than 20% since Cramer said to "Buy Starbucks, Period, end of story." Jim remains Undefeated 🫡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 limi
1.54K
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2025-05-20
XLI and XLU hitting all-time highs, not XLK
This actually surprised me — out of the 11 SPDR sectors, it's $Industrial Select Sector SPDR Fund(XLI)$ and $Utilities Select Sector SPDR Fund(XLU)$ hitting all-time highs, not $Technology Select Sector SPDR Fund(XLK)$ (dividend adjusted). Among the 11 equal-weight sectors, only $Invesco S&P 500 Equal Weight Utilities ETF(RSPU)$ has reached an all-time high, with $Invesco S&P 500 Equal Weight Communication Services ETF(RSPC)$ not far behind.ImageImageImageThis may indicate that lots of popular setups this week in the technology sector are actually trailing behind the broade
1.64K
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2025-05-20
SPX - The Strength in the Rally is Impressive
$S&P 500(.SPX)$ The Strength in the Rally is Impressive: The market reaction was notably different compared to previous U.S. debt credit downgrades. With precision, the $5,901 set as central level last Friday acted as support zone today (the low was slightly below that line, hence the importance of setting stops below the exact level, or being patient waiting for the 2H candles to be closed), and a reversal is unlikely until that level is breached. Anyway, I am paying attention to the upper Bollinger Band, which is curling downward, similar to patterns observed before previous healthy pullbacks.You know my bullish stance mid term expecting a healthy pullback in the short term, which is still very soon to state it has been called off. The Volat
953
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2025-05-20
NOW could be a good likelihood to reach $1,280 in 2025
$ServiceNow(NOW)$ stands as a prominent enterprise software company, delivering a comprehensive cloud-based platform designed to streamline and automate a wide array of business processes across organizations. Founded in 2003, the company has evolved from its strong roots in IT service management to become a critical enabler of digital transformation for enterprises globally. Its core offering, the Now Platform, functions as a versatile "System of Action," adept at orchestrating workflows and connecting disparate systems to enhance operational efficiency and user experiences.ServiceNow Aims to be Enterprise AI Operating System, Bolstered by New AI InnovationsRecent strategic announcements from ServiceNow underscore its ambition to become the AI ope
3.65K
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2025-05-20
SNOW - The stock is far from its all time highs
$Snowflake(SNOW)$ has established a significant presence in the cloud data sector with its comprehensive Data Cloud platform. Founded in 2012, the company provides a sophisticated infrastructure for modern data management and analytics.Snowflake's Q4 Performance Signals Stability and Potential Acceleration, Underpinned by Core Platform StrengthsSnowflake reported a solid fourth quarter, with financial results and an operational outlook suggesting sustained momentum as the company progresses into Fiscal Year 2026. This performance offers a current snapshot of its market standing, which is deeply rooted in the architecture and capabilities of its Data Cloud platform.Key highlights from recent financial disclosures indicate that Q4 product revenue gr
1.14K
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2025-05-20
Daily Charts - USA vs the World
1.USA vs the WorldIf you buy an index fund on the MSCI World index (Developed markets), only about 25% of that fund will be invested in the "world"...is it time to rethink global equity allocations?Image2.One key observation is that heading into the recent Gold $Gold - main 2506(GCmain)$ Price Peak we saw speculative futures positioning reach near-decade highs, surveyed sentiment go full-consensus bullish, and ETF flows surging.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.
2.20K
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2025-05-20
A higher degree pullback looms for SPX
A higher degree pullback looms for $S&P 500(.SPX)$ , though bulls inverted the last stand resistance of the Weekly FVG increasing odds we will correct for a 4th wave.If so, I would expect the 5845-5691 range to act as support for the 4th to then rally for the 5th wave - ultimately leading to new highs before crashing. Only a Daily close below 5582 would return confidence in the bear case - as it’s more likely the crash phase will come following new highs. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2506(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$
2.66K
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2025-05-20
$SoFi Technologies Inc.(SOFI)$ 🚨🧠📈 SOFI Under Pressure or Primed to Pop? Institutions, Ichimoku, and Insider Moves Collide 📈🧠🚨 As I track $SOFI into the final stretch of May25 🇳🇿NZ Time, I’m seeing a fascinating clash between short-term bearish pressure and long-term bullish structure. The options tape just lit up with an end-of-day barrage of 12.5P for 20Jun25, all with size exceeding open interest. That’s not noise, it’s calculated intent. Yet beneath the surface, a powerful institutional undercurrent is forming. Let’s unpack this. 📊 Bearish Flow Meets Structural Support On 19May25, Unusual Whales flagged a spike of 13 back-to-back large put sweeps on $SOFI 12.5P contracts, all for the 20Jun25 expiry, many exceeding 200 contracts and open intere
TOPSOFI will eventually take off to the moon. We all know it. Just sig back and wait.
2.57K
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2025-05-20
$NANO Nuclear Energy Inc(NNE)$ $Oklo Inc.(OKLO)$ 🔥⚛️🚨 Germany’s Nuclear U-Turn Just Lit the Fuse, $NNE Breakout Confirms the Energy Reboot 🚨⚛️🔥 As I dissect the implications of Germany’s stunning reversal on nuclear energy policy, one name flashes like a beacon through the smoke, Nano Nuclear Energy Inc. ($NNE). This isn’t just a technical breakout, it’s a regime change. After decades of resistance, Berlin is scrapping its opposition to nuclear, removing EU-level roadblocks, and pivoting toward collaboration with France. What this signals is a Europe finally embracing tech-neutral climate policy, and $NNE is uniquely poised to benefit. This post dives deep, not with hype, but with conviction born of fundam
TOPLooks like It will go nuclear ☢️ BC
1.74K
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2025-05-20
$Uber(UBER)$ 🚛📈🔥 $UBER Freight-Train to India, Riding My 4th Swing to +$151.03 USD Profit 🔥📈🇮🇳 I just closed out my fourth consecutive profitable $UBER swing, locking in +$151.03 USD from a clean 90.02 to 92.31 move at 05:56 🇳🇿NZST, 20May25. But this trade wasn’t just about technicals, it was conviction fuelled by a freight thesis the market is only beginning to price in. 🧠 India Freight Strategy, Uber’s Hidden Growth Engine? Uber Technologies ($UBER) is quietly scaling its Uber Freight division into India’s B2B logistics sector. The plan? Create an end-to-end supply chain ecosystem connecting industrial zones to last-mile delivery via Uber Direct. With India’s logistics market forecast to hit $380B by 2030, this expansion isn’t a sideshow, it’s a
TOPAin’t no traffic in BC’s lane, just profits 😤🛣️ Uber Freight thesis hitting different, that +$151 got me inspired 🚛📊💰Congrats bc 🔥