6.26K
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2025-07-31
Microsoft’s Dirty Secret: High Demand Is Crushing Its Data Centers (And Investors Love It)
$Microsoft(MSFT)$ FY2025 fourth quarter (25Q2) revenue of $76.4 billion, an increase of 17% year-on-year, a significant growth rate, reflecting the company's overall business vitality.Among them, Azure grew rapidly As a core cloud service, Azure revenue grew 39% year-on-year, far exceeding the overall revenue growth rate, and was an important engine driving Microsoft's growth, reflecting its strong competitiveness in the cloud services market.The annual milestone exceeded $75 billion, and cloud business revenue even exceeded $168 billion for the first time, up 23% year-on-yearThe market was previously concerned about Microsoft's ability to monetize its AI products.This quarter's earnings report shows rapid growth in Copilot and Fabric responding t
TOPMortimer Arthur: MSFT gapped up from 52 week high $518, will it touch that price point again? Any truth to fill the gap?
2.63K
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2025-07-30
$Replimune Group Inc.(REPL)$ just in 7 days, proves that "investor's panick" is a real thing.
TOPWow, it’s so volatile.
1.06K
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2025-07-30
Although underlying dipped over 4.5k. I can sell covered call option with delta of 0.3 to collect some income . If share price shoot up its a win win 🏆 $GameStop(GME)$
2.03K
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2025-07-30
$BYD.HK 20250730 117.50 PUT$ get some $ From BYD Thanks [Smile]
TOPGreat! Shorting puts is reasonable here.
882
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2025-07-30
$Marvell Technology(MRVL)$ huat ah. First time execerise future call to cover Selling this
TOPNice! Let’s ride this AI wave.
3.14K
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2025-07-30
$Advanced Micro Devices(AMD)$ damn son Why you jump so fast
TOPTo be honest , it lost his 174 support. I hope it drops tomorrow again to simply GO TO THE MOON on Monday . It is most likely to go down tomorrow because of tarif + lost 200ema + support after market.
2.06K
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2025-07-30
$NVIDIA(NVDA)$ will it continues to 190? Lets us see in this week
TOPGo go go!🚀 Let’s ride this bullish wave.🐂
2.94K
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2025-07-31
$HIMS 20260116 60.0 CALL$ wow been waiting for this big day!! Let's go higher and higher in the coming months! Bullish!
TOPGreat! When the market oversold one stock, it’s a nice chance to buy in.
7.73K
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2025-07-31
+12% Surge, How META Makes AI Cash Machine REAL?
$Meta Platforms, Inc.(META)$ shocked the market with its Q2 earnings report released on July 30th after-hours, as the blowing up of its main business (advertising revenue +21.5% against the trend, operating profit +38%) far exceeded the expectations, and the raising of the lower end of the Capex ($66B-$72B vs. previous $64B-$72B) boosted the market sentiment for AIMETA's after-hours surge was 12%, as the company raised its guidance for the next quarter ($47.5B-$50.5B vs. previous $46.3B), boosting AI sentiment.One of the key reasons for META's surge is that the market was previously worried about it (e.g., tariffs, EU antitrust, AI grabbing, corporate culture revelations, etc.), while the market's Q2 earnings expectations were relatively conserva
1.34K
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2025-07-31
$Uber(UBER)$ 🚕📊🧠 Uber’s robotaxi gamble: revolution or revenue trap? 🧠📊🚕 I’m confident in my long position as Uber transforms into a mobility superpower. The company just generated $2.3B in free cash flow and is guiding EBIT margins to 14% by Jun26, up from –12% in Sep21. UBS just raised its target to $115, reinforcing the bullish case. I’m impressed by Uber’s convergence of real earnings power and visionary scale. Q3 2025 EPS is forecast at $2.88, more than double last year’s $1.24. CEO Khosrowshahi’s conviction is clear: “AV technology is the single greatest opportunity ahead for Uber.” With Waymo and Lucid in the fold, Uber doesn’t need to be vertically integrated to scale; just smartly partnered. Technicals show $87.43 price with $90.93 resist
TOPI agree with Uber being all good but just cause it is doesn't been the market will see it that way. All its obsessed with is Chips ai spend new toys. nivida sending top chips overseas goes from 138 to 179.
4.90K
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2025-07-31
$Meta Platforms, Inc.(META)$ Went out to breakfast to celebrate
TOPHaha, META gave the whole market a stimulus.🔥
2.01K
858
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2025-07-31
$Advanced Micro Devices(AMD)$ $Hims & Hers Health Inc.(HIMS)$ $NVIDIA(NVDA)$ and amd got sneered compared to NVDA.. lmao
TOPAMD, $200-$210 new predictions, sounds good to me.
1.13K
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2025-07-31
$Microsoft(MSFT)$ should have invested more.[Happy] [Cool] Congratulations to another company in 4 trillion club.
TOPI will never understand why Meta goes up 80pts. while msft only goes up 42pts. msft is a much better company. that make products people want/need. Meta has FB, Whats app, Threads, and Instagram...big deal.
1.76K
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2025-07-31
$NVIDIA(NVDA)$ HOLD when it rises, BUY when it drops
TOPMaybe Nvidia will finally have a blowout quarter where investors get rewarded too, which hasn't happened for about a year now. I hope Nvidia also has a 12% increase on their earnings report like Meta just did. It seems possible and expected now.
4.37K
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2025-07-31
$Meta Platforms, Inc.(META)$ A stock that always surprise the market
TOPwe will be heading into August 800 plus per share
5.16K
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2025-07-31
$NVIDIA(NVDA)$ without a doubt, the A in AI
TOPMaybe Nvidia will finally have a blowout quarter where investors get rewarded too, which hasn't happened for about a year now. I hope Nvidia also has a 12% increase on their earnings report like Meta just did. It seems possible and expected now.
11.06K
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2025-07-31
$Meta Platforms, Inc.(META)$ the best investment that I've ever made. Thank you Trump for the buying opportunity, DCA is the key to success [Comfort] [Call] $Microsoft(MSFT)$ $Advanced Micro Devices(AMD)$ $Opendoor Technologies Inc(OPEN)$ $Tiger Brokers(TIGR)$
TOPNice! Devoting energy to valuable companies is always profitable.
12.18K
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2025-07-31
💵Earnings, macro, or momentum — what’s moving your trades?
👉 Want to catch today’s live session? Click here to reserve your spot now!Apple FY2025Q3 Earnings Conference CallAmazon 2025Q2 Earnings Conference CallCoinbase 2025Q2 Earnings Conference CallRed day or green day—either way, there’s money to be made. 💰Show us how you're navigating the swings!Today’s Highlights in Markets：Big news, big impact.
TOP$Apple(AAPL)$ 🍎 📱🔬 Apple, you’re no longer the world’s most valuable company, and that speaks volumes about where the market believes innovation is headed. $97.6B in Q2 revenue, record 46.8% margins, and $110B in buybacks highlight financial strength. But flat iPhone sales and an 8.4% China revenue drop expose structural saturation. Services grew 14% YoY, yet the pressure is now on Vision Pro, Apple Intelligence, and the next platform leap. Will you lead in on-device AI the way Nvidia now does in compute? Will health tech, wearables, and spatial computing evolve into the margin machines investors expect? You’ve built ecosystems before: from App Store to Apple Silicon. But invention, not iteration, made you dominant. The world doesn’t just want upgrades; it’s waiting for the next defining leap. Institutional patience is finite, and in an AI-fuelled cycle, relevance compounds fast. The question is no longer “Can you?” It’s “Will you?” Happy trading ahead, BC 📈🍏
2.13K
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2025-07-31
ETF Inflows, Shrinking Supply: Bitcoin’s Pressure Cooker Moment
The iShares Bitcoin Trust ETF (IBIT) has surged nearly 75% in the past year, keeping pace with Bitcoin’s own climb past $120,000. That might seem like a late entry point — but I believe the real story isn’t about past returns. It’s about what happens when accelerating demand meets a structurally shrinking supply. We’re not just witnessing a rally. We’re watching a capital bridge form between legacy finance and digital assets. Scarcity meets demand. Something’s building beneath the surface Institutional-Grade Access Without the Hassle IBIT has become the leading spot Bitcoin ETF, offering regulated, transparent exposure to BTC without the friction of cold wallets or exchange risk. It now manages over $87 billion in assets, with more than 39 million shares trading daily. Its net asset value
TOPVery insightful