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2025-08-04
$Microsoft(MSFT)$
TOPMaurice Bertie: Great earnings, but $630 target? Let’s see if momentum holds before adding more.
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2025-08-04
$Palantir Technologies Inc.(PLTR)$ Palantir’s upcoming Q2 earnings report arrives at a critical juncture, following a remarkable 110% rally in 2025. The company is now under intense scrutiny to justify its valuation and maintain investor optimism—particularly given elevated expectations around artificial intelligence (AI) and government contracts. --- Key Drivers Behind the Optimism 1. Citi's Forecasted Revenue Beat (2–3 Points) This indicates solid top-line execution, likely driven by: Government contracts: Palantir’s strength in defense and intelligence continues to be a cornerstone. Commercial traction: Enterprise adoption of its Foundry platform has improved, particularly in healthcare, manufacturing, and energy. AI tailwinds: Palantir's
TOPThe uncertainty of earning is too high, i am out of gambling on it.
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2025-08-04
Amazon FALLS: It BARELY MADE MONEY This Spring — What’s Behind the Latest Decline?
$Amazon.com(AMZN)$ After a strong run over the past 18 months, Amazon.com Inc. (NASDAQ: AMZN) surprised markets with an uncharacteristically muted second-quarter earnings report. Despite ongoing dominance in cloud computing and e-commerce, the tech titan’s profitability this spring was underwhelming. Margins contracted, retail growth decelerated, and even Amazon Web Services (AWS)—long considered the company’s crown jewel—posted slower-than-expected gains. The market didn’t take kindly to the results. Shares of Amazon fell sharply in early August 2025, reigniting fears that the post-pandemic growth surge is fading. As the largest player in e-commerce and one of the most powerful cloud providers globally, Amazon’s stumble raises broader questions a
TOPTechnical support near the $199, then $190…do no new buying until those levels. IBD says major damage done on Friday!
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2025-08-04
Weekly Buybacks: iWOW, Japan Foods & Stamford Land Professional directors raise stake
Over the five trading sessions more than 40 director interests and substantial shareholdings were filed. Across 25 primary-listed stocks, Directors or CEOs filed seven acquisitions and five disposals, while substantial shareholders recorded five acquisitions and three disposals. Share buybacks and director filings remained below typical levels, as the local market remained in a busy stretch of financial reporting. $iWOW Technology Limited(NXR.SI)$ On July 25, iWOW Technology’s Lead Independent director Ang Swee Tian acquired 111,100 shares at S$0.188 apiece. This took his direct interest to 0.04%. The former President of Singapore Exchange and SIMEX, also currently serves as the Lead Independent Director for Zheneng Jinjiang Environment Hol
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2025-08-04
Techs-Review: Is Techs On A Top?
Over the past few weeks, the market has oscillated between "soft landing" and "policy inflection point".Has the tech sector, one of the biggest winners so far this year, reached the end of its valuation expansion?Especially after the outrageous non-farm payrolls data on August 1 (July current period, and May-June revisions) brought a hint of "recession" expectations to the market, have tech stocks peaked?Interest rates and growth expectations double suppression, TMT volatility riseGoldman Sachs pointed out that the current technology sector is still significantly constrained by interest rate volatility.In particular, in the context of the Federal Reserve officials on the path of interest rate cuts during the year there is disagreement, 10-year U.S. bond yields rise slightly enough to trigg
TOPFear not. META will surpass 1000 by October….
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2025-08-04
Hospitality S-REITs push ahead with portfolio reconstitution and diversification
Three out of five Singapore-listed Hospitality Trusts have reported half-yearly financial results for the first half of 2025 over the past week, with two more due to report this week.1. $CapLand Ascott T(HMN.SI)$ CapitaLand Ascott Trust (CLAS) reported a resilient performance in 1H 2025, with revenue rising 3% year-on-year to S$398.5 million and gross profit up 6% to S$182.5 million, driven by stronger operating performance, portfolio reconstitution, and asset enhancement initiatives (AEIs). Core distribution in 1H 2025 rose 1% to S$91.6 million, although distribution per stapled security (DPS) dipped slightly to 2.53 cents.CLAS benefited from stable income streams, with 66% of gross profit derived from master leases and living sector assets. No
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2025-08-04
Weekly: 'August curse'? — a historically weak season
Last Week's RecapThe US Market - Stocks sell-off to kick off August tradingAugust 1st saw a sharp sell-off, with the S&P 500 falling 1.6% and the Nasdaq sliding around 2.2%, triggered by disappointing jobs data and newly announced tariffs. These losses followed fresh record highs earlier in the week (July 28th), capping Nasdaq's most active month for record closes since December 1999.For the week, the S&P 500 dropped 2.4%, marking its biggest weekly decline in months, closing near 6,280. The Dow sank 2.9%, its worst performance since April 4, while the Nasdaq slid 2.2%.The July jobs report showed nonfarm payrolls rose by 73,000, falling short of the 100,000 gain expected by economists polled by Dow Jones. Previous figures were sharply revised. June job growth totaled just 14,000, d
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2025-08-04
Palantir Earnings Preview: Citi Bullish! Will Results Confirm the Hype?
$Palantir Technologies Inc.(PLTR)$ Palantir Technologies is gearing up to unveil its Q2 2025 earnings on Monday, riding a wave of optimism after a jaw-dropping 110% stock surge this year. Citi analysts are fueling the excitement, predicting a revenue beat of 2-3 points above consensus, powered by standout performance in both government and commercial sectors—thanks largely to its AI prowess. But with tougher comparisons on the horizon and a lofty valuation, can Palantir keep the momentum alive? Let’s break it down. What’s on the Table for Q2? Wall Street is eyeing revenue of $939.3 million for Q2, a robust 38.4% jump from last year, just edging out Palantir’s own guidance of $934-$938 million. Citi’s bolder call suggests revenue could hit $940-$94
TOPAIP’s firing on all cylinders.Citi’s call means another beat. $170+ incoming!
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2025-08-04
🌡️New Week’s High-Impact Events – How Will You Trade Them?
Hi，Tigers： 📈The market waters are churning — where are you diving in?🚀 Big play? Hidden gem? Bold bet?Drop your picks below and dominate the leaderboard!Let’s break it down. These stories drove the markets.More NewsTiger Community TOP10 Tickers🎯 S&P500 Most Active Today 👉@TigerObserverWeekly Five Key Areas: Earnings, Macro, Singapore Stocks, Options, FuturesCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!🌍 Monday — Macro EconomyU.S. stocks fell sharply last week, with the Russell 2000 (-4.17%) and S&P MidCap 400 (-3.53%) leading losses amid trade tensions as new tariffs took effect August 7. T
TOP$Palantir Technologies Inc.(PLTR)$🚨 I’m watching $PLTR this week because it’s the most explosive AI setup on the board. Earnings Monday. Up +109% YTD, hit $160.39 ATH, and heading into Q2 with a guidance range of $934M–$938M (+38% YoY). Whisper? $970M+. EPS est: $0.14, but bulls want $0.15+. Margins expected >40%. If they deliver, we could see 43–44% growth or even flirt with a $1B quarter. Options are lit: 30,010 contracts at 165c (Aug08), $15M in premium, IV 112.47%, move ±10.48%. Gamma magnet sits at $160–$165. Commercial up 71%, gov rev up 45%, 432 U.S. clients (+65%), just signed a $10B Army contract. Valuation is wild at 433.88x forward P/E, but no AI pure play is growing this fast with these margins. RSI 65.3, price hugging upper Keltner/Bollinger bands, MACD trending bullish. Wedge setup could break either way. If they beat and guide strong, this stock could explode. Miss? It unwinds fast. I’m watching for a volatility event that moves the whole market! 🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🍀
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2025-08-04
“WBD Set to Beat Earnings — Can This Media Giant Break Higher?
$Warner Bros. Discovery(WBD)$ Warner Bros. Discovery (NASDAQ: WBD) is poised to release its upcoming earnings report amid high investor anticipation and mixed market sentiment. As one of the largest media conglomerates combining legacy content with dynamic streaming assets, WBD occupies a pivotal position in the evolving entertainment landscape. Analysts broadly expect the company to beat earnings estimates, buoyed by improved subscriber growth, cost-cutting initiatives, and synergies from the historic merger between WarnerMedia and Discovery. Yet, despite these promising fundamentals, the stock’s price performance has been volatile, weighed down by macroeconomic headwinds, fierce competition, and lingering concerns about execution risks. As invest
TOP$15 per share after earnings release due to studio profit and additions to hbo as it increases availability around the world. More subs and better content than Disney.
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2025-08-04
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
TOPStill hoping for $120 by earnings and higher afterwards.
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2025-08-04
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
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2025-08-03
Why Wizz could be a Big Opportunity?
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
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2025-08-04
Is Palantir (PLTR) a Buy, Sell or Hold ?
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
TOPA lot of people are expecting this to drop after the earnings report and selling to buy back in at a lower price. I thought about doing the same but I really believe PLTR will significantly exceed all expectations and this stock is going to explode upwards after the earnings report.
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2025-08-03
💰 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
TOPAMD/NVDA volatility? Let’s scalp those swings—quick in, quick out!
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2025-08-04
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.
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2025-08-04
All 3 major indices has already been weakening
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
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2025-08-04
14 Hot/Theme Stocks Categorized by Industry Group
14 Hot/Theme Stocks Categorized by Industry Group, with Net Positive Institutional Transactions, and Positive close from Friday's open To Watchlist For Coming Week $Symbotic Inc.(SYM)$ $Serve Robotics Inc.(SERV)$ $Porch Group, Inc.(PRCH)$ $MP Materials Corp.(MP)$ $BigBear.ai Holdings(BBAI)$ $TSS, Inc.(TSSI)$ $APPLIED DIGITAL CORP(APLD)$ $Bloom Energy Corp(BE)$ $Kohl's(KSS)$ $U
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2025-08-04
QQQ further downside is likely
$Invesco QQQ(QQQ)$ : 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.