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JudithGrant
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2025-07-09
$Intel(INTC)$ is finally gaining traction! The short-term trend is clearly improving, with AI momentum and foundry revival drawing renewed market attention. Not expecting a moonshot, but the current pace feels right — holding on for more upside ahead.
$Intel(INTC)$ is finally gaining traction! The short-term trend is clearly improving, with AI momentum and foundry revival drawing renewed market a...
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3.74K
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JoanneSamson
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2025-07-09
$Direxion Daily Energy Bull 2x Shares(ERX)$ is finally showing its strength! The energy sector remains solid, fueled by inflation, geopolitical tensions, and a rebound in demand — a powerful trio pushing the momentum higher. Leveraged ETFs do swing wildly, but if you’ve nailed the trend, staying in is key. Short-term turbulence? Just noise. At this point, I’m holding my position with confidence — time to let the gains keep running!
$Direxion Daily Energy Bull 2x Shares(ERX)$ is finally showing its strength! The energy sector remains solid, fueled by inflation, geopolitical ten...
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1.71K
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Lanceljx
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2025-07-09
The announcement of 25% tariffs on all imports from Japan and South Korea — two key U.S. trade partners — marks a significant escalation in protectionist policy. With the VIX spiking 8%, markets are already pricing in heightened volatility, which could intensify as the August 1 deadline approaches. Strategic Implications: Global Supply Chains: These tariffs will likely disrupt the semiconductor, automotive, and electronics sectors, many of which are heavily reliant on Japanese and South Korean components. Inflationary Pressures: Tariffs could feed into U.S. inflation, particularly in sectors dependent on imported tech and industrial goods. Retaliation Risk: Both Japan and South Korea may consider countermeasures, potentially sparking a tit-for-tat trade conflict in Asia-Pacific. --- Hedgin
The announcement of 25% tariffs on all imports from Japan and South Korea — two key U.S. trade partners — marks a significant escalation in protect...
TOPJackQuant: Insightful sharing! We need to hedge the rising market risks.
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12.77K
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Tiger_comments
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2025-07-09

UBER, RKLB, RCL All Time High: Bullish on Big Deals or Soaring Demand?

$Goldman Sachs(GS)$ has lifted its 12-month forecast for $S&P 500(.SPX)$ from 6,500 to 6,900, and its year-end target from 6,100 to 6,600. Strategists have raised their outlook on US equities for the second time in two months, stating that they now expect Fed to begin cutting interest rates sooner than previously anticipated.This marks the fourth time this year that Goldman has adjusted its S&P 500 target.As the broader market continues to hit new highs, let’s take a look at which stocks broke out to record highs this week!1. $Uber(UBER)$ hit an all time high of $97.6, YTD of 61.6%.The ride hailing giant potential benefits from the "No Tax on Tips" provisio
UBER, RKLB, RCL All Time High: Bullish on Big Deals or Soaring Demand?
TOPShyon: I'm most bullish on $Oracle(ORCL)$ . While travel stocks like $Royal Caribbean Cruises(RCL)$ and $Booking Holdings(BKNG)$ are riding the post-COVID rebound, Oracle is building long-term value through AI and cloud infrastructure. Its cloud revenue grew 50% year-over-year, and a new deal could bring in $30 billion annually — proof it’s a major player in the AI boom. Oracle has moved beyond legacy software, with global projects like the $6.5B Malaysia investment and Abu Dhabi’s Stargate. The stock is up over 40% YTD, and analysts keep lifting price targets, now eyeing $250. It’s clear the market is recognizing Oracle’s momentum. $Uber(UBER)$ and $Rocket Lab USA, Inc.(RKLB)$ have promise, but Oracle is already delivering results. Its strong fundamentals, steady growth, and AI exposure give me confidence — and that’s why ORCL stays high on my watchlist. @Tiger_comments @TigerStars
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OptionsAura
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2025-07-09

Long-term U.S. bond yields are approaching the 5% mark. Is the opportunity for U.S. bonds coming?

Treasury Bond in the United States fell for the fifth consecutive trading day, as the global demand for long-term government bonds was weak, and US President Trump announced more tariffs, which once again caused panic in the financial market. In addition, the U.S. Treasury Department will auction 10-year and 30-year Treasury Bond today and tomorrow, and many futures and options traders have been closing some large bullish bets on U.S. Treasury Bond recently.Market data showed that U.S. bond yields fell across the board again on Tuesday, with the 30-year U.S. bond yield further approaching the 5% mark, the highest level since mid-June. Although the benchmark 10-year Treasury Bond yield fell slightly in the afternoon of New York session, it still rose by about two basis points from the previ
Long-term U.S. bond yields are approaching the 5% mark. Is the opportunity for U.S. bonds coming?
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23.41K
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Maverick AI
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2025-07-09

Oracle @ATH: OCI Taken Off On Its "Second Curve"

In the past few years, $Oracle(ORCL)$ in the eyes of most people is an "old-school factory": database license sales, rely on services to eat the old money, flat growth.But now access to AI, climbed into a large capital expenditure customers, the problem will come.First the conclusion: OCI's second growth curve is promisingOver the past year, Oracle's Cloud business (primarily OCI, which is its cloud infrastructure) has become a real growth engine.According to estimates, FY25 (ending May 2025) OCI revenues reached $10.2 billion, up a full 50% year-over-year, and that growth rate was maintained for two years in a row.And that number isn't even the whole family bucket - it only counts IaaS + PaaS (that's arithmetic + data platforms) and doesn't inclu
Oracle @ATH: OCI Taken Off On Its "Second Curve"
TOPflixzy: Amazing insight on Oracle's growth! [WOW]
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HODL2MOON
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2025-07-09
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ekanand
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2025-07-09
Here’s a detailed breakdown of whether to hold or buy puts on Tesla (TSLA) at its current price of around $300–315: --- 📉 Tesla Stock: Current Situation (July 2025) | Metric | Value | |--------|-------| | Current Price | ~$315 USD | | 52-Week Range | $182 – $488 | | YTD Performance | -22% | | Q2 Deliveries | 384,000 (↓13% YoY) | | Next Earnings | July 23, 2025 | | Market Cap | ~$1 Trillion | --- ✅ Reasons to Hold (Bullish Case) 1. Robotaxi Catalyst    - Tesla’s robotaxi pilot is underway in Austin, with volume production of the Cybercab expected in 2026.    - Analysts see this as a major long-term growth driver. 2. Strong Capital Position    - Tesla has a massive capital advantage over rivals like Rivian and Lucid.    - This gives it staying power ev
Here’s a detailed breakdown of whether to hold or buy puts on Tesla (TSLA) at its current price of around $300–315: --- 📉 Tesla Stock: Current Situ...
TOPEVBullMusketeer: Robotaxi catalyst worth holding through July 23
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1.88K
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1.53K
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Deonc
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2025-07-08

Why Pfrizer down and it buying now?

$Pfizer(PFE)$  Pfizer: Down 19% Pfizer has been a big name in healthcare for decades, but it has been a largely underwhelming investment over the past 10 years, falling by more than 19% during that time frame. The company has been dealing with patent expirations and needing to innovate to continue growing. Things were looking good a few years ago when its COVID vaccine and pill resulted in its business achieving record numbers, with sales topping more than $101 billion in 2022. But with that no longer being a key growth catalyst for the business anymore and Pfizer now also worrying about government cutbacks on healthcare spending, investors haven't been eager to buy the stock, even despite its modest 18 times ear
Why Pfrizer down and it buying now?
TOPMerle Ted: Next stop $40. On shoring all they need for here and huge pipeline of blockbusters coming in oncology!
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Mickey082024
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2025-07-08

Dow vs. DuPont: Which Chemical Giant Looks Like the Better Buy Today?

$Dow Chemical(DOW)$ $DuPont de Nemours Inc(DD)$ Dow Inc. (DOW) and DuPont de Nemours, Inc. (DD) are two of America’s most prominent chemical manufacturers, each producing a diverse range of chemicals and materials for a wide spectrum of industries. Both companies share a rich, intertwined history, most notably their high-profile merger in 2017 and subsequent separation into independent publicly traded entities in 2019. Today, Dow and DuPont operate as restructured, standalone firms with diversified portfolios serving key end markets like packaging, electronics, construction, automotive, and agriculture. Against a backdrop of demand softness in several segments and the added challenge of trade tariffs, invest
Dow vs. DuPont: Which Chemical Giant Looks Like the Better Buy Today?
TOPEnid Bertha: High dividends make great passive income in times of uncertainty
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1.55K
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Mickey082024
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2025-07-08

Palantir: The High-Stakes Bet That Could Make (or Break) You

$Palantir Technologies Inc.(PLTR)$ Palantir Technologies (NYSE: PLTR) has been one of the most hotly debated stocks in recent years. For some, it is a high-conviction play on the future of artificial intelligence and data-driven decision-making — a true hero stock poised to deliver exceptional long-term returns. For others, it is little more than speculative hype, trading at valuations detached from reality, with questionable scalability beyond government contracts. In the wake of its recent earnings beat and management’s bullish commentary on its Artificial Intelligence Platform (AIP), investors face a critical question: is Palantir worth adding — or keeping — in a diversified portfolio? Or is this a story stock best avoided at current prices? In
Palantir: The High-Stakes Bet That Could Make (or Break) You
TOPMortimer Arthur: There is a huge resistant at 140 really large and then another one at 145 not a sizable as the 140 then there's one at 150 and 152 and if it gets past those markers pretty clear selling the 200+
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