Arista Networks (ANET) Earnings To Look Out For Its Q3 and Full-Year Guidance
$Arista Networks(ANET)$, a leader in cloud networking, is scheduled to release its Q2 2025 financial results on Tuesday, August 5, 2025, after the market closes. The report comes at a crucial time as the company navigates the rapidly expanding and competitive AI networking market. Investors will be scrutinizing the results for signs of continued strength, particularly from its key cloud titan customers. Consensus Revenue: The consensus revenue estimate is approximately $2.11 billion, which would represent a robust increase from the $1.69 billion reported in Q2 2024. Consensus EPS: The consensus EPS forecast is around $0.60 to $0.65 per share, up from $0.47 in the same quarter last year. Summary of Arista Networks (ANET) Fiscal Q1 2025 Earnings Ari
A 5–7% SPY Pullback Wouldn’t Be the End of the World
A 5–7% Pullback Wouldn’t Be the End of the World $SPDR S&P 500 ETF Trust(SPY)$ 🩸Historically, August and September are two of the worst-performing months for the $S&P 500(.SPX)$ , and I think this year will be no different. In the worst-case scenario, I’m expecting another 5% to 7% pullback, which would simply bring us back to levels from earlier this year. That’s not a crash. That’s a discount.On Friday, the S&P 500 sold off aggressively, and while the weekly BX Trender still shows strength, this could mark a short-term top. We’ve been waiting for a pullback. Markets don’t move in a straight line. After a 30% rally from the April lows into last week’s highs, this kind of move was overdue.Despi
I recently added a new position with 3X potential to my portfolio ✈️The stock down ~80% from ATH and is trading below 2015 IPO price, at the same time revenue 4X Let me show you in this thread why Wizz could be a big opportunity🧵 $WIZZ AIR(WIZZ.UK)$ 1) For those unfamiliar with Wizz Air: It’s a Hungarian fast-growing ultra-low-cost airline and the market leader in Central and Eastern Europe, a region undergoing strong economic expansion.Image2) After a successful IPO and six years of strong growth, Wizz Air’s stock began a relentless decline starting in 2021, losing ~80% of its value. As a satisfied customer of the airline, this sharp drop caught my attention.Image3) Here’s the core of my thesis, in just a few words: If Wizz Air manages to rest
It Is Coming. I am sure that all investors are aware by now that $Palantir Technologies Inc.(PLTR)$ is set to report its Q2 2025 earnings come Mon, 04 Aug 2025. As expected, jitters are backed (again !) to haunt S&P 500 - 2025 best performing IT stock, on its run up to releasing its quarterly earnings report card. This is because PLTR deviates from the norm when analysts tried to dissect it. Dissatisfactions. (1) Sky high valuations. A lot have been said about its valuation (currently at 123x sales as of mid July 2025) as being unrealistically un-sustainable. Having said that, there was a ‘food for thoughts’ post that question evaluating PLTR based on valuation alone. (see below) Due to real estate, I will not get into the details but readers
💰 Stocks to Watch Today (1 Aug) 1. Market Movers & News to Watch: • AMD (AMD): All eyes on AMD after earnings—market is reacting to guidance and AI chip sales. Watch for follow-through or reversal after the big move. • Nvidia (NVDA): Sympathy plays possible; if AMD’s tone is bullish, Nvidia could get dragged higher too. • Coinbase (COIN): Tumbled 9% after missing revenue and reporting a sharp drop in trading volumes. Watching for stabilization or a further dip—may present a contrarian buy if crypto sentiment turns. • Figma (FIG): Epic IPO, up 250% on debut—likely to be volatile as traders play the new listing. • Palantir (PLTR): Earnings coming up—lots of hype on AI growth. May see pre-earnings momentum or profit-taking. • China Tech/HSI: China ETFs (YINN, KWEB) in focus as Hang Seng h
Daily Charts - The World’s 50 Most Valuable Private Companies
1.The World’s 50 Most Valuable Private Companies 🚨 Elon Musk’s SpaceX is #1Image2.Stocks have always finished red during August of a 2nd term Presidency Post-Election Year (data going back to 1950) 📉🐻🚨Image3.Berkshire Hathaway $Berkshire Hathaway(BRK.A)$$Berkshire Hathaway(BRK.B)$ ’s cash position is now 30% of their total assets, the most in history 🚨 Probably Fine?ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
ironically, despite just 2 days of sell off triggering some fear, the market may have already moved past the optimal window for short positions.breadth across all 3 major indices $S&P 500(.SPX)$$NASDAQ 100(NDX)$$iShares Russell 2000 ETF(IWM)$ has already been weakening at the shorter term 20-day MA level for 7 consecutive sessions. breadth can further deteriorate, low can go lower, but we are not in a downtrend for any conviction that market can't reclaim the lost 10 & 20-MA this month.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 limit with 0 commission. Trade SG, HK, US sto
$Invesco QQQ(QQQ)$ : While the price found initial support at the current volume shelf, Friday's candle showed strong bearish conviction, suggesting further downside is likely. The next potential line of defense is at the $548 level, which will soon converge with the rising 50DMA. If that level fails to hold, the lower volume shelf should provide much stronger support. In my view, a test of this lower shelf in August is the more likely scenario.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 limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
SPX: A short-term bounce is likely based on the McClellan Oscillator
$S&P 500(.SPX)$ : A short-term bounce is likely based on the McClellan Oscillator. It reached oversold territory at -70. As highlighted, reading this low can trigger a technical bounce before the downtrend resumes. Will this time be different?Image $SPDR S&P 500 ETF Trust(SPY)$ : A major reversal has been validated by high volume, although the price found some initial support on a thin volume shelf. The key question is whether this support will be enough to sustain a continued move higher. While the overhead gap may act as a magnet on Monday morning, the broader, healthy market reset still appears incomplete.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privil
US large cap stocks managed 3rd place in the monthly returns table below, with Frontier Markets by far the standout. On the Year-To-Date stats, US large caps are about mid-table (global stocks still ahead as the great global rotation pushes on). Overall it was a risk-on month with stocks up and bonds down.For 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 limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉💰CBA Mini Course 1:
$S&P 500(.SPX)$ - Major Resistance Reached, Now What?Back in March 2023, when I was posting exclusively on X, I identified $4,607 as a critical level. The market reached it on July 31st of that year and immediately initiated a 10% correction. The pattern repeated last year; in September, I highlighted the importance of $6,109. After slightly surpassing that level in January 2025, a major downturn followed, as we all remember.This brings us to the top this past Thursday at $6,427, which holds a similar technical significance. With seasonal trends also pointing toward a bearish continuation, let’s study the chart and the four key indicators we selected last week to navigate this likely reversal.For whom haven't open CBA can know more from below:
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ SOXL experienced a notable decline last week, closing at $24.10, down 5.94% from the prior week. The stock remains within a Bullish trend zone but is currently undergoing a correction phase marked by price fluctuations forming a box pattern. Despite this short-term pullback, the medium to long-term momentum has remained intact for 11 weeks, yielding a cumulative gain of approximately 31.4% from the entry price of $18.30 on May 12, 2025.Major Events Impacting the Market This WeekTech Sector Volatility: SOXL, a leveraged semiconductor ETF, mirrored broad tech market pressure due to mixed earnings reports from major chipmakers and concerns over slowing demand in the semiconductor industry.US Econom
What are your views on $MSCI Inc(MSCI)$ ? Here's my dashboard (subscribe for more)✅ FCF/share growing exponentially✅ Cash ROC consistently rising✅ FCF yield is also rising (although it has dampened share price appreciation) ✅ Consistent buybacks🟠 LTD is high (80% of balance sheet), but interest expense is managable (10% of operating income).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 limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get $10 Trading Vouc
$Sabana Reit(M1GU.SI)$ Basic Profile & Key Statistics Key Indicators Performance Highlight For 1H 2025, gross revenue has improved YoY due to stronger performance across the portfolio. NPI saw a sharper increase, mainly driven by lower property expenses — notably a net write-back of impairment loss amounting to $202,000, compared to a net write-off of $1.17 million in 1H FY24. As a result, income available for distribution and DPU also recorded significant improvements. Rental Reversion Sabana REIT achieved a portfolio rental reversion of +12.6% in 1H FY25 — its 18th consecutive quarter of positive reversions. Asset Enhancement Initiative Refurbishment works at 508 Chai Chee Lane and New Tech Park have been completed. Enhancements included
: How I Managed My IWM Assignment and Turned It into a Strategic Win 💼📈 ⸻ 1. Assignment Doesn’t Mean Loss — It’s a New Beginning 🔄 On August 2, 2025, I was assigned 100 shares of IWM (iShares Russell 2000 ETF) at $217 through a short put contract that expired August 1, 2025. Many investors panic when an option is assigned, but I see it as a strategic entry at a pre-agreed price — and in this case, a fair one. Since I was prepared with the cash, this wasn’t a shock; it was a calculated step. Assignment just meant I bought IWM at a discount versus where I thought the market might head next. ⸻ 2. Capturing Premiums on the Way In: Sell First, Buy Back Later 💸 Before assignment, I sold an IWM PUT (Aug 1, 2025, $217 strike) for $0.97, locking in some front-end premium. That premium reduced my ef
$Tiger Brokers(TIGR)$$NVIDIA(NVDA)$$Palantir Technologies Inc.(PLTR)$ 📐🔮🚀 Fibonacci, Gann, and Gamma: My Ultimate Entry Playbook for Relentless Runners 🚀🔮📐 Precision is my edge; non-negotiable in 2025’s hyper-fragmented, volatility-drenched market. I’m not in the business of emotional entries or retrospective trades. I architect high-probability setups using a uniquely disciplined framework: Fibonacci retracements, Gann time geometry, historical price memory, and institutional options flow mechanics. I’m not here to speculate; I calibrate. And when structure, timing, and flow align, I execute decisively. 🔢 I’m Anchored by Fibonacci Structure I’m convinced that
Embrace the Dip : A Heartfelt Guide to Confident Stock Entries with DCA
🌟🌟🌟When a fundamentally strong stock like Nvidia $NVIDIA(NVDA)$ soars into new highs, you feel that tug - excitement mixed with "should I really?". The business is firing on all cylinders, yet buying at peak levels feels like flirting with a falling knife. What if you could respect technical signals, layer your entries and still capture long term upsides? Enter a hybrid plan : precise signal driven buys plus the steady rhythm of Dollar Cost Averaging (DCA) for investors who rather skip the chart wizardry. Key Technical Tools Relative Strength Index (RSI) - A momentum oscillator that measures the speed and change of price movements on a 0 to 100 scale. Readings below 30 signal oversold conditio
Gold is not ‘Accidentally Rise’, but ‘Multiple Multiple Resonance
$Gold - main 2512(GCmain)$$XAU/USD(XAUUSD.FOREX)$ Non-farm payrolls go cold + tariffs kick in! Gold Surges Nearly $100, More Highs in August? Weekly2025.8.22025 the last week of July, the gold market ushered in the ‘super data week + policy black swan’ combination of impact, the trend of the roller coaster like a violent shock, and ultimately a strong finish. A series of key events to promote the gold from the shock consolidation strong breakthrough, the market rhythm of the full switch, a new round of upward trend curtain or has opened!A brief description of the weekly market: gold three-phase outbreak, weekly rise of nearly 2%!Gold prices this week run into three stages:① early week sideway