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2025-07-01
$Palantir Technologies Inc.(PLTR)$ $Accenture PLC(ACN)$ $The Inverse Cramer Tracker ETF(SJIM)$ 🤖🎭📉 Cramer’s Apotheosis or Just Another Icarus? 📉🎭🤖 🙊🗣️🔊 Cramer has spoken. $PLTR to $200. Naturally, that has me sharpening my exit strategy. This week, Palantir closed at $137.33, surging over 5% after announcing a partnership with Accenture Federal Services. The AI narrative is strong, the timing perfectly theatrical, and conveniently coincides with the Russell 1000 inclusion and S&P 500 reweight. But beneath the headlines lies a more complex plot. 🧮 Valuation: Lofty or Lunacy? Palantir’s forward P/E sits at 237; trailing at nearly 600. The P/S ratio? 104. These a
$Palantir Technologies Inc.(PLTR)$ $Accenture PLC(ACN)$ $The Inverse Cramer Tracker ETF(SJIM)$ 🤖🎭📉 Cramer’s Apotheosis or Just Another Icarus? 📉🎭🤖 ...
TOPCool Cat Winston: 🌟🧠📉Cramer’s price tags are usually the market’s version of performance art. I appreciate how you balanced the Accenture catalyst with the macro structure behind $PLTR’s rally. That $104 P/S made me wince a little too
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1.27K
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2025-07-01
$Oscar Health, Inc.(OSCR)$ $CONCUR.TECH(CNC.UK)$ $Hims & Hers Health Inc.(HIMS)$ ⚡💥🚨🔔‼️ Breakout confirmed. Volume up. Big money just stepped in at $21.43 with a 43K block. The wedge didn’t fake out, it’s in play. 🚨📈 Oscar Health: From Retest to Rocket 🚀📈 $OSCR has broken out just days after the setup was posted. Price bounced perfectly off the $18.85 retest and exploded out of the coil. This is structure following through in real time. Institutional interest is visible, with a 43K share order filled at $21.43. Daily volume now exceeds 12 million, and turnover is accelerating. This is smart money pressing the breakout. 📈💹📈 Technical indicators are flashing
$Oscar Health, Inc.(OSCR)$ $CONCUR.TECH(CNC.UK)$ $Hims & Hers Health Inc.(HIMS)$ ⚡💥🚨🔔‼️ Breakout confirmed. Volume up. Big money just stepped in at ...
TOPTui Jude: 💫🚨💵The breakout’s clean and that coil resolution was no joke. $OSCR pushing up while RSI holds above 70 and MACD keeps climbing shows real strength. I’m curious to see how it behaves if it tags that $23.53 fib level before weekly close.
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Isleigh
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2025-07-01

📉 $CRCL: Down But Not Out? Goldman’s $83 PT Shocks Bulls — What Now for Bagholders?

$Circle Internet Corp.(CRCL)$   If you bought $CRCL near the highs, you're not alone. Many retail investors got in during the hype surge — only to be blindsided by Goldman Sachs’ Neutral rating and $83 price target, implying a brutal 54% downside from current levels ($182.90). You're probably asking: Should I cut losses, average down, or brace for more pain? Let's break it down — with empathy, realism, and a trader's edge. 🔍 Analyst Split: 🟢 Morgan Stanley: Overweight, PT $210 — sees long-term moat in stablecoin market 🟡 JP Morgan: Neutral, PT $160 — cautious on monetisation amid tightening liquidity 🔴 Goldman Sachs: Neutral, PT $83 — flags bubble-like earnings multiples (60x Q5–Q8) 🌍 Macro Matters: 🏦 Fed signals ‘higher for longer’ — spooks
📉 $CRCL: Down But Not Out? Goldman’s $83 PT Shocks Bulls — What Now for Bagholders?
TOPJimmyHua: Appreciate the level-headed breakdown. Volatility like this reminds me why I prefer solid earnings and dividends.👍
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Anh
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2025-06-30
$AST SpaceMobile, Inc.(ASTS)$ US Space Force is rethinking plans for satellite communications. There's potential for ASTS to be part of the US' MILNET systems. Add that to the recent proof of concept/field test using Bluebird to beam comms to an unmodified mobile device, there's sufficient impetus for any investor to be bullish on this stock 🙂
$AST SpaceMobile, Inc.(ASTS)$ US Space Force is rethinking plans for satellite communications. There's potential for ASTS to be part of the US' MIL...
TOPEnid Bertha: Back to the $30s today. Under $20 end of next week.
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nerdbull1669
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2025-07-01

My July Rally Playbook - Strategic Summary

As I have shared in my previous article that I will be sharing my July Rally playbook., in this article, I will be sharing the strategic summary of my playbook. Investment Thesis I will be holding position across $Advanced Micro Devices(AMD)$ , $NVIDIA(NVDA)$ , $Intel(INTC)$ to capture growth, quality, and value in the unfolding AI and semiconductor upcycle. Leverage earnings catalysts, valuation discipline, and risk-adjusted setups to maximize returns. Positioning by Strategy Why It Works for You Analytical Precision: Uses valuation metrics (PEG, FCF yield, P/E) to justify entries—aligned with your methodical style. Catalyst Timing: Synchronizes entries with earn
My July Rally Playbook - Strategic Summary
TOPVenus Reade: Intel took a big hit, but looking ahead... Windows End-of-Life is in October 2025. Just 3 months away. MANY PC's don't have the Hardware to work with the Security features built into Windows 11. So, between that and a new school year, Intel should at least get a small piece of the PC pie, even with AMD chips dominating the PC market right now.
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koolgal
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2025-07-01

Ping An Insurance - A Defensive Giant With a Growth Engine Under the Hood

🌟🌟🌟In a market gripped by volatility, few names offer the rare blend of stability, scale and upside potential like $PING AN(02318)$  $Ping An Ins HK SDR2to1(HPAD.SI)$ .  As China's largest integrated financial group, Ping An isn't just an insurance play.  It is a full spectrum financial powerhouse with deep roots in life and health insurance as well as banking and asset management.  After a solid Q1 25 and bullish analyst sentiments, Ping An is flashing strong buy signals for investors seeking both resilience and rerating potential. Ping An Q1 2025 Ping An's Q1 25 results were excellent in terms of operational discipline and strategic execut
Ping An Insurance - A Defensive Giant With a Growth Engine Under the Hood
TOPKristina_: Ping An really blending finance and tech like a pro. That health + AI angle is giving serious future-proof vibes. Watching closely 👀
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HMH
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2025-07-01

Beyond the Hype of the "Great and Beautiful" Act: A Trader's Roadmap

The U.S. Senate just greenlit President Trump’s “Great and Beautiful” Act, and Wall Street has responded with roaring applause. The S&P 500 and the Nasdaq have not just recovered; they've blasted through previous ceilings to set new all-time highs. With the S&P 500 surging an astonishing 23% from the April lows and adding nearly $10 trillion in market capitalization, the euphoria is palpable. But as seasoned investors and traders, our job isn’t to join the party; it’s to anticipate when the music might stop. The question on everyone’s mind is simple: What does this bill truly mean for the markets this week and beyond? At its core, the “Great and Beautiful” Act is a cocktail of classic Trumpian economics: sweeping deregulation across key sectors, a significant cut in the corporate t
Beyond the Hype of the "Great and Beautiful" Act: A Trader's Roadmap
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