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AI_FocusedTrader
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2025-06-04

U.S. steel tariffs up to 50%: Steel stocks rise, auto stocks fall.

On June 3, 2025, U.S. President Trump signed an executive order, announcing that starting from June 4, the tariffs on imported steel and aluminum would be increased from 25% to 50%, but the tariffs on steel and aluminum imported from the UK would still remain at 25%.This policy is aimed at protecting the profit margins of the U.S. domestic steel and aluminum industries and stimulating investment in new production capacity.Although the tariff policy may increase the cost of raw materials for U.S. manufacturing, the market expects that this policy will help boost the profits of domestic steel and aluminum producers, thereby driving up stock prices.Despite the renewed escalation of trade tensions, the U.S. stock market continues to rise.As of the close on Tuesday:
U.S. steel tariffs up to 50%: Steel stocks rise, auto stocks fall.
TOPMortimer Arthur: Time for Nvidia to put on its big boy pants and get past the 140 range already and stay above. Been a year now. The 140s is not kind to this stock. Neither has the title of most valuable company...
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JinHan
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2025-06-04

Nvidia's AI Supremacy: Why $150 Is Just the Starting Line in a Decade-Long Race

The crown has been reclaimed. Nvidia's staggering ascent to become the world's most valuable company isn't just a market milestone, it's a flashing neon sign signaling that the AI revolution has moved from hype phase to full-scale global deployment. While skeptics wring their hands about valuation, visionary investors see a different picture: we're still in the first inning of a technological transformation that will reshape every industry. Here's why Nvidia's runway extends far beyond today's $150 price tag. $NVIDIA(NVDA)$ The AI Infrastructure Gold Rush Has Just Begun What most investors miss about Nvidia's dominance isn't just its chips, it's the entire ecosystem being built around them: 1. The Coming AI Capex Tsunami Cloud providers (AWS, Azur
Nvidia's AI Supremacy: Why $150 Is Just the Starting Line in a Decade-Long Race
TOPMerle Ted: NVDA is the # 1 U.S. Corporation in the world. This company is a game changer and is the new Apple Corporation. I believe a quick shift is imminent!
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2.87K
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Laurentiu Chisca
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2025-06-04

CrowdStrike($CRWD)$ Q1 FY26 Earnings Snapshot

$CrowdStrike Holdings, Inc.(CRWD)$ Q1 FY26 Earnings Snapshot Financial Highlights Revenue: $1.10B (↑ 20% YoY) ARR: $4.44B (↑ 22% YoY), with $ 193.8M in net new ARR Non-GAAP EPS: $0.73 (vs. $ 0.79 YoY) Free Cash Flow: $279M GAAP Net Loss: $110M, driven by July 2024 incident costs and strategic charges Cash: $4.61BImageGrowth & Innovation Falcon Flex deal value: $3.2B+ (↑ 6x YoY) Launched Charlotte AI, expanded cloud & identity security New partnerships with Microsoft & Google Cloud “The scale of Falcon Flex demand and the pace of innovation advance us towards $10 billion in ending ARR.” George Kurtz, CEOOutlook Q2 Revenue: $1.145B–$ 1.152B FY26 EPS: $3.44–$ 3.56 $1B share repurchase program approved Despite a GAAP loss due to one-time c
CrowdStrike($CRWD)$ Q1 FY26 Earnings Snapshot
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2.68K
General
Luxodorscent
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2025-06-03
$Broadcom(AVGO)$  Cleared my position after hitting another ATH(All Time High).  But I feel this will go up even more after post earnings this Thursday.  Tomahawk 6 Switch Series will be a booster to AI infrastructure market.  #Broadcom #chips #semiconductor #Tomahawk6 #Tigers #Takeprofits #ATH
$Broadcom(AVGO)$ Cleared my position after hitting another ATH(All Time High). But I feel this will go up even more after post earnings this Thursd...
TOPKristina_: Nice take! 33% gain—clean exit! 🔥 Tomahawk 6 might just be the next AI tailwind. Watching post-earnings closely 👀💻
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2.22K
General
emalou
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2025-06-04
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3.35K
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EraGrowth_Wealth
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2025-06-04

$CEG Got Good Contract from $META, but the Current Price seems High

$Constellation Energy Corp(CEG)$ once surged more than 7% after it announced a 20-year power purchase agreement with $Meta Platforms, Inc.(META)$ on Tuesday trading. It closed at $313.03 with a -0.13% decline from the open price. Now $Constellation Energy Corp(CEG)$ at a price very close to its historical high price.A detail a look for the coming corpotation.Under the deal, Meta will buy about 1.1 gigawatts of power from Constellation's Clinton Clean Energy Center in Illinois starting in June 2027, equivalent to the full output of a single reactor at the site.The long-term agreement will not only ensure the continued operation of the Clinton nuclear plant but also
$CEG Got Good Contract from $META, but the Current Price seems High
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2.87K
General
AI_FocusedTrader
·
2025-06-04

Nuclear Tech-company Oklo Declined 5% after Financing Statement

On June 2, 2025, $Oklo Inc.(OKLO)$ filed a mixed shelf registration statement with the US Securities and Exchange Commission (SEC) to raise up to $1 billion through the issuance of various securities, including common stock, preferred stock, and debt securities. This mixed shelf registration allows the company to issue securities flexibly based on market conditions over the next three years.Oklo is pioneering advanced nuclear technologies, particularly its small modular reactors (SMRs) like the Aurora reactor.Oklo’s business model involves building, owning, and operating its reactors, then selling clean energy directly to customers through long-term power purchase agreements (PPAs).The rapid growth of AI and data centers has led to a surge in ener
Nuclear Tech-company Oklo Declined 5% after Financing Statement
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Maverick AI
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2025-06-04

Crowdstrike Earnings: AI Hype vs Reality: Weak Q2 Guidance Sparks Valuation Reset

$CrowdStrike Holdings, Inc.(CRWD)$ Q1 FY2026 results show solid revenue growth (+20% YoY) and ARR growth of 22% to support subscription-based strategy, but widening GAAP loss and declining gross margins reflect cost pressures.Q2 and full-year guidance, while maintaining 20%+ growth, is below market expectations, triggering valuation repricing risk.AI innovation and share buyback program boost confidence, but profitability and expense control will be the focus of the market in the near termPerformance and market feedbackRevenue and profit performance: Q1 total revenue of $1.103bn, +20% YoY, in line with LSEG's estimate of $1.10bn; non-GAAP EPS of $0.73 vs. $0.65 est. showing earnings resilience.However, GAAP net loss of $110m declined from year-ago ne
Crowdstrike Earnings: AI Hype vs Reality: Weak Q2 Guidance Sparks Valuation Reset
TOPValerie Archibald: Smart money will accumulate at these levels. Two years from now you will look back and wish you bought the premier cybersecurity company while it was still cheap.
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1.40K
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nerdbull1669
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2025-06-03

GameStop (GME) Cost Cutting Efforts To Watch In Earnings

$GameStop(GME)$ is set to release its fiscal Q1 2026 earnings after market close on Tuesday, 10 June 2025. Revenue: Analysts project a decline in revenue, with estimates around $750 million to $754.2 million. This would represent a decrease of approximately 14.5% to 16% year-over-year compared to $881.8 million in the same quarter last year. This reflects the continued pressure on GameStop's legacy business of physical video game sales due to shifting consumer behavior towards digital downloads, cloud gaming, and subscription services. Earnings Per Share (EPS): Despite the expected revenue decline, consensus estimates suggest a return to profitability, with an anticipated EPS of $0.04 to $0.08. This would be a significant improvement from a loss of
GameStop (GME) Cost Cutting Efforts To Watch In Earnings
TOPAL_Ishan: GME back in the green? Cost cuts + BTC bags = spicy combo 🔥 Not here for fair value, I’m here for the chaos. Let’s see what Tuesday brings! 🚀🎮
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2.22K
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Trade_To_Win_Campaign
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2025-06-04

🚀 May 26 —— May 30 Leaderboard: Top Traders & Market Highlights!

During the week of May 26–30, both Hong Kong and U.S. stock markets showed overall resilience. U.S. equities posted their fifth consecutive weekly gain, driven by cooling inflation data, strong tech earnings—especially from $NVIDIA(NVDA)$—and a temporary easing in tariff tensions. $NASDAQ(.IXIC)$ outperformed among major indices. In Hong Kong, $HSI(HSI)$ rebounded early on tech and financial strength but later declined due to a pullback in major tech names, ending the week slightly lower amid continued concerns over global trade uncertainty.Competition Highlights:🔹 Most-traded stock and Top-performing stock:
🚀 May 26 —— May 30 Leaderboard: Top Traders & Market Highlights!
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2.15K
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Xaddy_Analyst
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2025-06-03

Circle’s $896M IPO Gambit: Stablecoin Fever or Bubble Waiting to Burst?

$Circle Internet Corp.(CRCL)$ Circle, the mastermind behind USDC, is making waves with its upsized IPO, now targeting $896 million. The latest SEC filing shows they’re rolling out 32 million shares at $27–$28 each, a bold step up from the earlier 24 million at $24–$26. With stablecoins riding a tidal wave of adoption, this move begs the question: Is Circle cashing in on a red-hot market, or is this a high-stakes roll of the dice? Let’s dive into the buzz, break down the numbers, and figure out if this IPO—and USDC itself—is your next big play. The Big Leap: Why Circle’s Raising the Stakes Circle’s IPO glow-up isn’t random—it’s a calculated bet on a booming market. Boosting their share count and price range signals they’re riding a wave of investor
Circle’s $896M IPO Gambit: Stablecoin Fever or Bubble Waiting to Burst?
TOPtiger_cc: The momentum is here — it’s bound to go up. Gotta jump in !
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2.06K
General
Market_Chart
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2025-06-04

See the magnificent seven cash flows vs share price, what do you get?

Discovering the Magnificent Seven Cash Flow Dynamics: Insights into Share Price Movements1) $NVIDIA(NVDA)$Source:@KoyfinCharts2) $Microsoft(MSFT)$Source:@KoyfinCharts3) $Meta Platforms, Inc.(META)$Source:@KoyfinCharts4) $Alphabet(GOOGL)$Source:@KoyfinCharts5. $Amazon.com(AMZN)$Source:@KoyfinCharts6) $Tesla Motors(TSLA)$Source:@KoyfinCharts7) $Apple(AAPL)$Source:@KoyfinChartsThere is a close relationship between cash flow and stock price, although this relationship is not always direct.Cash flo
See the magnificent seven cash flows vs share price, what do you get?
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