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General
Binni Ong
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2025-05-27

Xiaomi at Key Support Ahead of Earnings and YU7 launch

Xiaomi recently launched its second EV, the YU7 electric SUV, expanding its presence in the automotive space. The company is scheduled to report Q1 2025 earnings on May 27, 7:30 PM HKT. Analysts are watching for updates on EV sales, AI growth, and IoT performance, which may impact stock sentiment. Xiaomi Chart Analysis: Uptrend intact: The broader trend remains upward, as indicated by the long-term price rise from mid-2024 to present. Short-term consolidation: Price is currently moving within a rising channel, showing a consolidation pattern after the recent rally. Key Support: The immediate support level is around HK$50.50, marked clearly on the chart. This is a crucial level to watch in the short term, especially ahead of earnings. RSI Indicator: RSI has turned lower, showing some loss o
Xiaomi at Key Support Ahead of Earnings and YU7 launch
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6.25K
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Maverick AI
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2025-05-27

Meituan 25Q1 Earnings Call Q&A Summary

$MEITUAN-W(03690)$ 25 Earnings Conference Call Transcript Summary: Meituan's 2Q core pressure comes from takeaway subsidy wars, but stabilizes fundamentals through combination of strategies and regulatory compliance strengths, flash sales/lower tier cities as growth highlights, and internationalization (Middle East, Brazil) as long term layout. $MEITUAN-WR(83690)$ Core business performanceQ1: What are the core trends in Core Local Services (CLC) in 2Q25?A1.Unit volume: year-on-year growth rate flat with 1Q/4Q24Revenue: overall CLC growth declined to 9-11% (takeaway +5%), with revenue growth lower than unit volume growth for the first time due to subsidies offsetting delivery revenueProfit: double-digit
Meituan 25Q1 Earnings Call Q&A Summary
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nerdbull1669
·
2025-05-27

Is Fed Quietly Deploying QE (Quantitative Easing)?

There have been some article and also a growing discussion in financial circles about whether the Federal Reserve is "quietly deploying QE" (Quantitative Easing) or "stealth QE," even as it ostensibly continues its quantitative tightening (QT) policy. In this article, I would like to analyse whether this is the situation and what are the things we as investors can look out for. 1. The "Stealth QE" Argument Recent Bond Purchases: Several reports, particularly from May 2025, highlight significant, unannounced purchases of U.S. Treasury bonds by the Fed. For instance, one report noted the Fed "vacuumed up $43.6 billion in U.S. Treasurys" over four days in mid-May, including $8.8 billion in 30-year Treasurys on May 8. Another mentioned a $20 billion purchase of 3-year Treasury bonds in a singl
Is Fed Quietly Deploying QE (Quantitative Easing)?
TOPEnid Bertha: XLK is buy now. I bought VGT which is basically the same ETF today.
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3.50K
General
Market_Chart
·
2025-05-27

Stock Expectations Hit a Decade-Plus Low, But a Rare Opportunity for Investors

When expectations hit rock bottom, no one can push prices down further.Event Review and Expectation AnalysisThe recent shift in market sentiment is noteworthy. According to the latest data, nearly half of the investors anticipate a decline in stock prices, a proportion that has reached one of the historical highs. This expectation is largely influenced by recency bias—during economic booms, market participants tend to expect continued growth; whereas in economic downturns, negative expectations tend to intensify.Logic and Opportunities of Contrarian InvestingThe essence of contrarian investing lies in capturing the extremes of market expectations. When market expectations hit rock bottom, it often means that prices have fully reflected, or even over-reflected, pessimistic sentiments, with
Stock Expectations Hit a Decade-Plus Low, But a Rare Opportunity for Investors
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1.41K
General
1PC
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2025-05-26
$Xiaomi HK SDR 2to1(HXXD.SI)$  $Xiaomi HK SDR 2to1(HXXD.SI)$ BYD announced they slash their prices and others auto related stocks plunges too, should I be concerned....[Thinking] [Thinking]  [Thinking] ... I welcome 🤗 this opportunity [Chuckle]  [Chuckle]  [Chuckle]  Current Xiao Mi SDR might looks like a potential M-shape in the making BUT it can also be a continuation of the consolidation pattern [Helpless] . Time will tell!  If Xiaomi SDR drop below $4...[OMG]  ... & Confirmed to be the latter, then Time to get ready to scoop 🎣 🦦 😁.( At least for me [Surprised]  ). Manage your own Risks &
$Xiaomi HK SDR 2to1(HXXD.SI)$ $Xiaomi HK SDR 2to1(HXXD.SI)$ BYD announced they slash their prices and others auto related stocks plunges too, shoul...
TOPKristina_: Haha same here👍if it dips below $4, I’m ready with the scoop net! 🎣
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2.82K
General
koolgal
·
2025-05-24

Buy Luxury Goods or Invest in Luxury Stocks?

🌟🌟🌟The fascinating world of Haute Coulture or luxury goods have long been associated with status, exclusivity and craftsmanship.  Whether it is a designer bag, a high end watch or a luxury car, these items often symbolise success and personal taste.  But is it better to indulge in luxury goods or invest in the companies that produce them? The Case for Buying Luxury Goods  Tangible enjoyment - owning luxury goods provides immediate gratification and a sense of prestige. Resale value - Some luxury goods like rare watches or handbags appreciate in value over time. Personal use - Unlike stocks, luxury goods serve a functional purpose and can be enjoyed daily. The Case for Investing in Luxury Stocks  Potential for Capital Growth - Luxury stocks have historically outperf
Buy Luxury Goods or Invest in Luxury Stocks?
TOPwavyloo: Investing in LVMH sounds wise
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Barcode
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2025-05-25
$Compagnie Financiere Richemont AG(CFRUY)$ $LVMH-Moet Hennessy Louis Vuitton(LVMUY)$ $Kering SA(PPRUF)$ $Hermes International SA(HESAF)$ 🎯💎🧭 Luxury’s Tectonic Shift: From Goods to Experiences, Richemont’s Resilience Shines 🧭💎🎯 The luxury sector in 2025 is navigating a pivotal transition. After a 2% contraction in personal luxury goods to €363 billion in 2024 (Bain & Altagamma, November 2024), macroeconomic uncertainty, tariff hikes (reimposed 1 May 2025), and a consumer pivot toward experiences are reshaping demand. Hermès ($HESAF), LVMH ($LVMUY), Kering ($PPRUF), and Richemont ($CFRUY) face divergent fates as on
$Compagnie Financiere Richemont AG(CFRUY)$ $LVMH-Moet Hennessy Louis Vuitton(LVMUY)$ $Kering SA(PPRUF)$ $Hermes International SA(HESAF)$ 🎯💎🧭 Luxury...
TOPMig: thanks BC, great article 🙂 wow, never paid attention to this sector 😯 great research, analysis and strategy 🙂 thanks for sharing
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nerdbull1669
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2025-05-27

Dell Technologies (DELL) ISG Performance Crucial For Earnings Growth

$Dell Technologies Inc.(DELL)$ is scheduled to report its fiscal Q1 2026 earnings on May 29, 2025. Revenue: Dell has guided for Q1 fiscal 2026 revenue to be between $22.5 billion and $23.5 billion, with a midpoint of $23.0 billion, suggesting approximately 3% year-over-year growth. The Zacks Consensus Estimate is slightly higher at $23.10 billion, implying 3.86% year-over-year growth. Earnings Per Share (EPS): Dell's guidance for non-GAAP diluted EPS is $1.65 per share (+/- 10 cents), which would represent a 25% year-over-year increase at the midpoint. The Zacks Consensus Estimate is a bit more optimistic at $1.71 per share, suggesting a 34.65% year-over-year growth. Dell Technologies (DELL) Last Positive Earnings Call Saw Share Price Gain 4.64% D
Dell Technologies (DELL) ISG Performance Crucial For Earnings Growth
TOPValerie Archibald: Dell showing quiet strength. Earnings are going to be loud though. Sleeper stock of the AI boom.
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4.92K
General
Success88
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2025-05-27
$ST Engineering(S63.SI)$  ST Engineering, the global technology, defense, and engineering group, has commenced fiscal year 2025 on a robust note, reporting an 8% year-on-year revenue increase to S$2.9 billion for the first quarter. This solid performance, driven significantly by its Defence & Public Security segment, sets the stage for ambitious long-term growth targets and a new, progressive dividend policy aimed at enhancing shareholder value. The first quarter of FY2025 saw ST Engineering secure a remarkable S$4.4 billion in new contracts, underscoring its continued operational momentum. The lion's share, S$2.7 billion, stemmed from the Defence & Public Security (DPS) segment, which surged 18% year-on-ye
$ST Engineering(S63.SI)$ ST Engineering, the global technology, defense, and engineering group, has commenced fiscal year 2025 on a robust note, re...
TOPJackPowell: Impressive growth and strategies ahead! [Great]
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2.13K
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StayClose
·
2025-05-27
$Direxion Daily TSLA Bull 2X Shares(TSLL)$   $Tesla Motors(TSLA)$   Managed to squeeze some small gains recently from swing trading on CBA (Cash Boost Account) @Tiger_CashBoostAccount   Entered TSLL at an average of $14.25 when TSLA hovered around $336–$338 last Friday, and fully exited today at $15.01 as TSLA opened strong at $346 during premarket. A bit of a lucky swing because Futures popped after news of a potential EU tariff delay, giving TSLA the momentum it needed to break through the recent retracement zone. For now, securing the small profit and keeping a look out to see if TSLA manage to hold $345-ish level. TS
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Managed to squeeze some small gains recently from swing trading on CBA (Cash Boost ...
TOPAntonyGeorge: all short time,
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4.46K
Selection
Ivan_Gan
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2025-05-27

Trump Turns Up Tariff Pressure on Europe: What’s Next for U.S. Stocks?

Last Friday, Trump escalated pressure on the European Union by proposing an additional 50% tariff on EU goods. Although the EU responded by expressing its willingness to negotiate, it also signaled that as the 90-day tariff truce draws to a close, such failed negotiations might become increasingly common. This suggests that the market is likely to remain highly volatile for now.1. Impact of Increased Tariffs on the S&P 500During the tariff truce, as long as the EU doesn’t respond too aggressively, the overall impact on U.S. stock indices should be limited. Ultimately, it all comes down to the outcome of ongoing negotiations. Trump clearly felt the EU’s response since the truce was too slow, so he is using the “maximum pressure” tactic to push for a speedy agreement. Typically, such new
Trump Turns Up Tariff Pressure on Europe: What’s Next for U.S. Stocks?
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3.48K
General
Xaddy_Analyst
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2025-05-27

Nuclear Stocks Surge: Trump’s Policies Ignite a Powerhouse Rally

The nuclear energy sector is on fire, with stocks like Constellation Energy ( $Constellation Energy Corp(CEG)$ ) and NuScale Power ( $NuScale Power(SMR)$ ) soaring up to 40% after President Trump signed executive orders to turbocharge nuclear development. These orders, aimed at slashing regulations and fast-tracking reactor construction, have sparked a 30% rally across the sector, fueled by optimism over nuclear’s role in powering AI data centers. Wedbush analysts are bullish, citing nuclear’s reliability as a game-changer for AI’s energy demands. But can this rally keep climbing, or is it a flash in the pan? Is nuclear energy the next quantum leap in tech? Let’s dive into the catalysts, risks, and what’s n
Nuclear Stocks Surge: Trump’s Policies Ignite a Powerhouse Rally
TOPValerie Archibald: The na layers will come out against nuclear but the is the next OPPORTUNITY.
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Tiger_James Ooi
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2025-05-27

Market Insights (May 26–30): All Eyes on Bond Yields and Nvidia Earnings

The $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ fell by 2.58% and 2.38%, respectively, last week.Major movers included: $Intuit(INTU)$ (+7.4%), $Alphabet(GOOG)$ (+1.4%), $Philip Morris(PM)$ (+4.6%), $Procter & Gamble(PG)$ (+1.6%), $Apple(AAPL)$ (−7.6%), $NVIDIA(NVDA)$ (−3.0%), $Amazon.com(AMZN)$ (−2.2%), $Eli Lilly(LLY)$ (−5.8%), and
Market Insights (May 26–30): All Eyes on Bond Yields and Nvidia Earnings
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General
Trade_To_Win_Campaign
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2025-05-27

🏆 Trade to Win Star |@mushrooz: Strategic Discipline Meets AI-Readiness

In this stock trading competition, @mushrooz leveraged five years of investing experience—starting just before the COVID era—to craft a methodical approach focused on options and long-term growth sectors. His blend of disciplined option strategies and forward-looking stock picks carried him to the top.😍[666] Strategy & ExecutionThe Wheel Strategy on Quality Names 🔄He ran the classic wheel on companies and ETFs with strong balance sheets and growing profits—selling puts to acquire shares and covered calls to generate income.Adaptive to Macro Shocks 🌪️When tariffs from the U.S.–China trade war dented his portfolio, he doubled down with the right mindset and reallocated into resilient assets.🔍 Stock & Option Select
🏆 Trade to Win Star |@mushrooz: Strategic Discipline Meets AI-Readiness
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2.54K
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Xaddy_Analyst
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2025-05-27

Crypto Bombshell: Is Trump Media About to Drop $3 Billion on Bitcoin 2025?

The crypto universe is buzzing with a jaw-dropping rumor: Trump Media and Technology Group (DJT), the company tied to former President Donald Trump, might be gearing up to inject a staggering $3 billion into crypto assets. Word on the street—courtesy of the Financial Times—is that this massive move could be unveiled at the Bitcoin 2025 event in Las Vegas this week. Buckle up, Tiger Community, because this could be a game-changer! What’s Cooking at Trump Media? $TRUMP MEDIA & TECHNOLOGY GROUP CORP C/WTS 25/03/2029(TO PUR COM)(DJTWW)$ Trump Media and Technology Group isn’t just sitting on the sidelines. They’re reportedly planning a $3 billion capital raise to dive headfirst into the crypto pool. But that’s not all—they’re also cooking up a fin
Crypto Bombshell: Is Trump Media About to Drop $3 Billion on Bitcoin 2025?
TOPrichegg: Woah, $3 billion?! That's huge! [Surprised]
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Xaddy_Analyst
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2025-05-27

Meituan’s Plunge, Xiaomi & PDD Shine: Who’s the China Stock Champion?

China’s tech sector is a battlefield, and today’s earnings from Xiaomi, Pinduoduo (PDD), and Kuaishou are set to shake things up. Meituan’s recent Q1 2025 earnings delivered a punch—revenue soared 18.1% to 86.6 billion yuan, and net profit climbed—but CEO Wang Xing’s grim outlook on “irrational competition” sent the stock tumbling. With no clear financial guidance for Q2, investors are spooked. Now, all eyes turn to Xiaomi’s EV-driven momentum, PDD’s e-commerce juggernaut, and Kuaishou’s short-video play. Which of these giants will emerge as the winner? Let’s dive into the numbers, catalysts, and risks to find out. 🔍 What’s Happening? Meituan’s Mixed Signals Meituan’s Q1 2025 earnings were a tale of two stories. Revenue hit 86.6 billion yuan ($12.1 billion), up 18.1% year-over-year, driven
Meituan’s Plunge, Xiaomi & PDD Shine: Who’s the China Stock Champion?
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Mickey082024
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2025-05-27

BigBear.ai Stock Revisited: Is This High-Risk AI Play Becoming a Long-Term Buy?

$BigBear.ai Holdings(BBAI)$ At the beginning of 2025, I urged investors to approach BigBear.ai (NYSE: BBAI) with caution. While the company had clear long-term potential within the rapidly evolving artificial intelligence space, its valuation was far too aggressive at the time to warrant a long-term investment. That proved to be a prudent call. Since January, shares of BigBear.ai are down 19.21% year-to-date, underperforming both the Nasdaq and broader market benchmarks. But now that the price has reset lower, investors are rightly wondering: is it finally time to take a closer look? BigBear.ai remains an early-stage, high-risk, high-potential AI company—but the environment, fundamentals, and investor sentiment have shifted. In this deep dive, I’l
BigBear.ai Stock Revisited: Is This High-Risk AI Play Becoming a Long-Term Buy?
TOPMortimer Arthur: We need an announcement of another contract and then it really explodes this or next week .
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Mickey082024
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2025-05-27

Colgate-Palmolive: A Durable Dividend Giant for Long-Term Income Investors

$Colgate-Palmolive(CL)$ When dividend investors look for stability, consistency, and capital preservation, consumer staples often top the list. Within that sector, few names carry as much brand equity and long-term reliability as Colgate-Palmolive (NYSE: CL). With a current dividend yield of 2.2%, Colgate may not seem exciting at first glance. But under the surface lies a company that has quietly outperformed through recession, inflation, globalization, and trade disruption. This article lays out the comprehensive long-term case for why I believe Colgate-Palmolive is a high-quality dividend stock, suitable for passive income investors with multi-decade time horizons. I’ll walk you through: The reliability and growth of its dividend Its revenue and o
Colgate-Palmolive: A Durable Dividend Giant for Long-Term Income Investors
TOPEnid Bertha: The sector is up so CP goes up, as we still are a company with NO innovation.
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