$Constellation Energy Corp(CEG)$ Last Friday, President Trump issued an executive order aiming to expand U.S. nuclear power capacity from ~100 GW in 2024 to 400 GW by 2050. Nuclear stocks extended their rally on Tuesday following the news.
$SUPER MICRO COMPUTER INC(SMCI)$ To support U.S. manufacturing reshoring, Super Micro Computer plans to ramp up server production in states like Mississippi and Texas. CEO Charles Liang says AI demand is surging fast across the U.S., Europe, and Japan,making it the right time to expand domestic capacity. This move isn’t just a company-level shift, it signals how the AI compute race is reshaping global manufacturing. With U.S. subsidies coming soon, more server makers might follow suit in the next 6 months.
Nailed $NVIDIA(NVDA)$ target $140 🎯 for you all:Here's what happend for NVDA Q1 Earnings ✅ Sales $44.1B vs Est. $43.3B ✅EPS $0.81 vs Est. $0.752 years ago, we said SWING NVDA into ER and do it for a year. Everyone said we don't do analysis and research.This time on ER, we gave you the $140 target 1 month ago and all the reasons to go long into it. Hope this time you followed and banked hard 💸ImageGetting $IONQ Inc.(IONQ)$ at $45 is like buying NVDA at $200 and $Tesla Motors(TSLA)$ at $100.You’re in early. History will reward those who are patient. This is retirement money 💰ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privil
$Tesla Motors(TSLA)$ - Consolidating the Volume ShelfToday, the price found rejection at $365.5, the immediate bullish target presented last Saturday for this security. If we are strict with candlestick patterns, the latest candle is a fake dark cloud, meaning that the bullish momentum continues and a breach of the central weekly level, $341.9, is very unlikely.The current volume shelf, which was highlighted in the weekly compass when it was smaller several days ago, now suggests a solid consolidation area. Once the price jumps above its higher edge, a rapid move towards $390 is likely.The annual $353 level, also presented in the weekly compass, is being breached as of today, adding bullish references to the landscape.For whom haven't open CBA can
$NVIDIA(NVDA)$ At the moment of writing this analysis, the price action after hours jumped +5%, finding resistance at $140.9, which is the second weekly resistance zone calculated last Friday for this week. That level matches the higher edge of the volume shelf highlighted by the red arrow. The price is set to open with a significant gap, and considering the latest bearish reversal candle, there are good odds for at least a partial fill for that gap. Nevertheless, the context remains bullish considering the recent breakout of the bearish downtrend, and the price is consolidating the current volume shelf, which should act as a launchpad after a period of consolidation. $132.6 remains as the key level to watch this week considering the confluence of
Why doesn't ASTS run into the same financial challenges VZ and T have?
$AST SpaceMobile, Inc.(ASTS)$ Asymmetric opportunities rarely begin with zero revenue.Look for businesses with business models that are SHOWING strategic strength AND evidence of financial success.Without the latter, you're just buying into a hype cycle, and you may be holding the next $Plug Power(PLUG)$ ..ImagePut another way, why doesn't ASTS run into the same financial challenges $Verizon(VZ)$ and $AT&T Inc(T)$ have? Space is a big opportunity, but there's also no moat when anyone can launch a satellite.BTW, "BUT THE PATENTS" isn't a business model.PS: You're all making my point for me.I got the same comments about PLU
$Broadcom(AVGO)$ is a true heavyweight in semis,leading in ASICs, dominating networking, and its software biz is basically a cash cow. Thanks to its strong AI reference platform, AVGO’s become a top long pick and is considered tough to short. With AI momentum and new projects, the upside still looks solid.
$Unity Software Inc.(U)$ really turned the tide, unexpected but impressive. As a top game development platform, it holds massive data and strong ties with developers, offering smart insights to boost game performance. Even if your game flops, Unity can "empower" you to turn it around.
$ZTO Express Inc.(ZTO)$ rose nearly 5% in U.S. trading, with Q1 net profit up 40.9% year-over-year. The express delivery giant keeps delivering solid growth and stronger profitability.
$ProShares Ultra Semiconductors(USD)$ focuses on the semiconductor sector,the backbone of modern technology, found in everything from smartphones to spacecraft. Investing in USD is essentially a leveraged bet on this high-volatility, high-potential industry. It suits short-term strategies, but due to its complex mechanics and sensitivity to market swings, it's better suited for seasoned investors who understand the risks of leveraged products.
Nvidia (NVDA) Elliott Wave Analysis: Wave 5 Nearing Its End
The short-term Elliott Wave analysis for NVIDIA (NVDA) indicates a bullish trend unfolding as an impulse structure since the low on April 21, 2025. From that low, the stock completed wave 1 at $111.92. The stock then followed by a corrective pullback in wave 2, which bottomed at $104.08. The subsequent rally in wave 3 displayed strong momentum, characterized by a nested impulse structure in a lesser degree. Within wave 3, the first sub-wave, wave ((i)), peaked at $115.40, with a brief dip in wave ((ii)) to $110.82. The powerful wave ((iii)) surged to $136.89, followed by a shallow pullback in wave ((iv)) to $132.65. The final leg, wave ((v)), concluded at $137.40, completing wave 3 on a higher degree. The corrective wave 4 unfolded as a zigzag pattern. From the wave 3 peak, wave ((a)) decl
Daily Charts - Internet stocks took more than a decade to bring in enough sales growth
1.Internet stocks took more than a decade to bring in enough sales growth to back the hype of their stupendous valuations.Important historic cautionary... $S&P 500(.SPX)$$SPDR S&P 500 ETF Trust(SPY)$$Invesco QQQ(QQQ)$$NASDAQ 100(NDX)$ Image2.Gold started trending up vs cash first,and then bonds (with gold outperforming bonds in spectacular fashion),and then only more recently gold is starting to stir vs stocks... $Gold - main 2508(GCmain)$ 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 li
$Tesla Motors(TSLA)$ Tesla's future under Elon Musk's renewed focus presents both opportunities and challenges, based on recent developments and expert analysis from the search results. Here's a balanced assessment... 1. Divided Focus Concerns Multiple sources highlight concerns about Musk's divided attention across Tesla, SpaceX, X (formerly Twitter), and other ventures. Former Tesla board member Steve Westly noted that Tesla "could use more focus" from Musk, especially amid critical challenges like slowing EV demand and Chinese competition. Recent distractions—such as layoffs, Musk's $55 billion pay package dispute, and his commitments to X—have coincided with Tesla’s first revenue decline since 2012 . 2. Musk's T
CAPEX AI Spending Seem Robust From Nvidia Result, Which Semis Also Benefit As Well?
$NVIDIA(NVDA)$ 's Q1 Fiscal 2026 (ended April 27, 2025) earnings results strongly indicate that enterprise CAPEX spending on AI remains robust, particularly from hyperscale cloud providers and, increasingly, from other enterprises and nations. Breakdown Of Evidence From Nvidia Latest Earnings Report Soaring Data Center Revenue: Nvidia's Data Center revenue reached a record $39.1 billion in Q1 FY26, up 73% year-over-year and 10% sequentially. This segment is the primary beneficiary of AI infrastructure spending, and its continued, rapid growth clearly demonstrates strong demand. "Incredibly Strong Global Demand for AI Infrastructure": CEO Jensen Huang explicitly stated, "Global demand for NVIDIA's AI infrastructure is incredibly strong." He highlig
🎉CBA Trader Interview: SG KOL Tay Chi Keng spotlights CHN Stocks BABA & Tencent
Hello Tigers,In this article, allow us to introduce @Chi_Keng , a cash boost account trader, and his in-depth investment journey. We hope his story and experiences change your perspective on Chinese conceptual stocks.Read the full story on Chi Keng's first-person visual explanation here: 🎉CBA Trader Interview: Tay Chi Keng spotlights Opportunities in ChinaIf you have any points of interest, please leave comments to further communicate with him.Interview Questions 1. Personal Information Q&AQ: How long have you been involved in investing?Tay: (Officially on my own) I started when I was in the 2nd year, while serving national service; it’s been 7 years since then. (Wh
Nio Inc. (NIO) Earnings Need To Address Widening Net Loss Amid Domestic Competition
$NIO Inc.(NIO)$ is set to release its unaudited financial results for the first quarter ended March 31, 2025, on Tuesday, 03 June 2025, before the U.S. markets open. Vehicle Deliveries: NIO has already announced 42,094 vehicle deliveries for Q1 2025, which falls within its previously guided range of 41,000 to 43,000 vehicles. This represents a significant increase of 40.07% year-over-year from Q1 2024 (30,053 vehicles) but a decrease of 42.09% from Q4 2024 (72,689 vehicles). The sequential decline is expected due to typical seasonality in the EV market. Revenue: The company previously guided Q1 2025 revenue to be between RMB 12.37 billion and RMB 12.86 billion, representing a year-on-year growth of about 24.8% to 29.8%. Consensus EPS: Analysts gene
Silicon’s Quiet Kings: The Understated Firms Powering the AI Gold Rush
Why ASML and Synopsys might outlast the hype machines of Alphabet and TSMC While Alphabet makes headlines for AI demos and TSMC turns silicon into supercomputers, the two firms I believe investors should be watching more closely are ASML and Synopsys. These are not the show ponies of AI; they are the workhorses. Quiet, indispensable, and absurdly profitable. They don’t just ride the AI wave—they built the surfboards. The quiet compounding speaks louder than the headlines ASML: The $300 Billion Bottleneck If the global semiconductor industry had a single point of failure, it would be ASML. The Dutch firm is the sole provider of extreme ultraviolet (EUV) lithography machines, which are essential for etching the world’s smallest transistors—transistors that make AI chips go brrr. Each EUV mac
Dollar General (DG) Earnings To Watch For Results From Store Optimization And Strategic Initiatives
$Dollar General(DG)$ is scheduled to release its fiscal Q1 2025 earnings before the U.S. market opens on Tuesday, 03 June 2025. A conference call will follow at 9:00 AM ET. Consensus EPS: Analysts generally expect Dollar General to report earnings of approximately $1.48 per share for Q1 2025. This would represent a year-over-year decline of about 10.9% from the $1.65 reported in Q1 2024. Consensus Revenue: The consensus revenue forecast for Q1 2025 is around $10.28 billion, which would be an increase of about 3.7% from the year-ago quarter. Dollar General (DG) Last Neutral Earnings Call Saw Share Price Gained 30.62% Significantly Dollar General had a neutral earnings call on 13 March 2025 which saw its share price rose significantly by 30.62%. The e