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1.02K
General
5.02K
Selection
Mickey082024
·
2025-08-07

Coinbase Is Flush with Cash—So Naturally, It’s Borrowing More

$Coinbase Global, Inc.(COIN)$ Is Coinbase Playing Chess or Rolling the Dice? Coinbase Global Inc. (NASDAQ: COIN), the largest publicly traded cryptocurrency exchange in the United States, made headlines again this week with the announcement of a $2.3 billion convertible senior notes offering due in 2030. The move, designed to raise significant capital via a zero-coupon convertible debt instrument, has sharply divided analysts and investors alike. Is this a shrewd maneuver that strengthens the company’s war chest for strategic expansion in a volatile industry—or a financial red flag signaling possible liquidity strains amid a cooling crypto market? This isn’t Coinbase’s first foray into convertible notes. The company previously tapped into this met
Coinbase Is Flush with Cash—So Naturally, It’s Borrowing More
TOPMerle Ted: I sold at 360 too early, been waiting for it to fall below 300 to enter again, will start a small position
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1.13K
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The Investing Iguana
·
2025-08-07

DBS 2Q 2025 Results CFO Slides Analysis & Rating (Financial Report Deep Dive) | 🦖 #TheInvestingIguana EP1018

🟩 📊 **DBS Q2 2025 Results: Record Profits, But Should You Sell?** 🦖 Join Iggy as we break down DBS's record-setting Q2 2025 earnings and uncover what most investors might be missing. While the headlines celebrate a stunning 39% dividend bump, we're shedding light on the hidden challenges behind the numbers. Is this the peak, or are you positioning for the next big opportunity? 🤔 $DBS(D05.SI)$ 💡 This video is packed with insights tailored for CPF and SRS investors. From profit drivers and balance sheet strength to net interest margin compression and fee income growth, we’ll analyze what these results mean for your portfolio. Whether you're looking for long-term investment strategies or short-term opportunities, this analysis will help you make sm
DBS 2Q 2025 Results CFO Slides Analysis & Rating (Financial Report Deep Dive) | 🦖 #TheInvestingIguana EP1018
TOPReg Ford: Costs eating profits? This peak won’t last.Sell before it dips!
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3.64K
Selection
nerdbull1669
·
2025-08-07

Twilio (TWLO) Transition Towards Profitability To Watch

$Twilio(TWLO)$ is scheduled to report its Q2 2025 earnings after the market closes on Thursday, August 7, 2025. Following a strong Q1 report that saw the stock rally, investors will be closely monitoring whether the company can maintain its growth and demonstrate continued progress in its path to profitability. Revenue and Revenue Growth Rate: Analysts are expecting revenue of approximately $1.19 billion, which would represent a year-over-year increase of about 9.5%. A significant beat or miss on this number will likely be a primary driver of the stock's immediate reaction. Earnings Per Share (EPS): The consensus for non-GAAP EPS is $1.02 per share, a notable increase from the same period last year. Investors will be looking for continued improvem
Twilio (TWLO) Transition Towards Profitability To Watch
TOPVenus Reade: Hyperscalers are pouring a lot of money into cloud networks. This means more locations for TWLO to sell its services, enhances the CPaaS user experience, new markets, deeper enterprise penetration, enhances Segments ability to deliver faster, reliable data, etc.
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1.96K
Hot
Barcode
·
2025-08-07
$Apple(AAPL)$ 📦🇺🇸📉 Manufacturing Mayhem: Apple’s $600B Bet Amid America’s Estimated $1.38T Trade Deficit 🌍📈🍎 In 2024, the U.S. is estimated to have recorded a $1.38 trillion manufactured goods trade deficit, based on preliminary Q3 2025 analyst projections (subject to final BEA confirmation). China, by comparison, is estimated to have reported a $1.93 trillion surplus, based on preliminary trade flow analyses. The EU maintained a $480 billion surplus. These figures expose a widening global divergence in manufacturing power and policy leverage. I am interpreting Apple’s $600 billion manufacturing realignment as the beginning of a long-cycle industrial divergence, where economic competitiveness converges with strategic autonomy. This is not merely d
$Apple(AAPL)$ 📦🇺🇸📉 Manufacturing Mayhem: Apple’s $600B Bet Amid America’s Estimated $1.38T Trade Deficit 🌍📈🍎 In 2024, the U.S. is estimated to have ...
TOPPorter Harry: Insightful sharing! However, Trump’s policy represents a trend of revitalizing American manufacturing, and the investment boost could serve as a stimulus for stock prices.
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4.79K
Hot
MillionaireTiger
·
2025-08-07

Are These High-Growth Stocks the Next Palantir?

This chart highlights the financial performance of global enterprise software companies with TTM (trailing twelve months) revenue over $1 billion.It’s based on two key financial metrics:Y-Axis: Year-over-Year Revenue Growth (Growth)X-Axis: Adjusted Operating Margin (Profitability)There are two important benchmark lines:Rule of 40 Frontier: Growth + Profitability ≥ 40% — indicates a financially healthy businessRule of 80 Frontier: Growth + Profitability ≥ 80% — represents an elite-level companyThe takeaway? The farther to the upper-right, the stronger the company. These are the rare names that are both growing fast and generating significant profits.What Does $Palantir Technologies Inc.(PLTR)$ Position Tell Us?Palantir stands out clearly—well above
Are These High-Growth Stocks the Next Palantir?
TOPJerry Bulwer: Also keeping an eye on $Intuit(INTU)$ and $Adobe(ADBE)$—just need to work on my patience.
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3.71K
General
Terra_Incognita
·
2025-08-06
$HIMS 20250822 55.0 PUT$ HIMS: collect $409 (3.6%) premium from these sold put with strike at $55. Contract expires in 3 weeks on 22nd Aug. Sold at a time when HIMS opened almost 13% lower than previous day after missing revenue earnings announced the day before. The stock however rallied hard and at some point was higher than even previous day closing only to get slammed down back to close at $55.52 and 12.36% lower for the day. Poor timing and get caught in the volatility so the puts were close to be in the money now. Trade setup can go either way, so I'll hold this till near expiration and manage from there depending on how it goes. 
HIMS PUT
08-05 22:27
US20250822 55.0
SidePrice | FilledRealized P&L
Sell
Open
2.00
2Lot(s)
--
Closed
Hims & Hers Health Inc.
$HIMS 20250822 55.0 PUT$ HIMS: collect $409 (3.6%) premium from these sold put with strike at $55. Contract expires in 3 weeks on 22nd Aug. Sold at...
TOPPorter Harry: Volatility really hit hard here—smart to stay nimble. Holding makes sense with time value still in your favor.
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3.02K
General
mster
·
2025-08-06
$ASML 20250815 630.0 PUT$ I’ve been trading ASML primarily using cash-secured puts (CSPs), entering and exiting positions since before its last earnings report. While the company delivered solid earnings—beating analyst expectations on both revenue and profit—the management issued a notably conservative forward outlook. This cautious stance created uncertainty around future growth, geopolitical risks, and the potential for a demand slowdown, all of which triggered a negative reaction from investors. This contrast—strong earnings but cautious guidance—has sent mixed signals to the market, explaining the choppy trading behavior we’ve seen in the stock over the past few weeks. My strategy has been to sell CSPs when the stock
ASML PUT
08-05 22:34
US20250815 630.0
SidePrice | FilledRealized P&L
Sell
Open
1.25
1Lot(s)
--
Closed
ASML Holding NV
$ASML 20250815 630.0 PUT$ I’ve been trading ASML primarily using cash-secured puts (CSPs), entering and exiting positions since before its last ear...
TOPOhshi: Does tariff for semicon be affected by next week?
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2.44K
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Tiger V
·
2025-08-06
$Coterra Energy Inc.(CTRA)$ I added to my position in Coterra Energy (CTRA) following its strong Q2 performance and UBS’s reaffirmed Buy rating with a $30 price target. Despite a lower-than-expected gas price, CTRA beat expectations on oil with a $64.01 post-hedge realized price per barrel. The company’s savvy hedging strategy yielded $35 million in net cash settlements, enhancing its cash flow stability. These solid fundamentals and strategic risk management reinforce my confidence in the company’s ability to navigate commodity price volatility and reward shareholders.
CTRA
08-06 22:01
USCoterra Energy Inc.
SidePrice | FilledRealized P&L
Buy
Open
24.39
0
--
Closed
Coterra Energy Inc.
$Coterra Energy Inc.(CTRA)$ I added to my position in Coterra Energy (CTRA) following its strong Q2 performance and UBS’s reaffirmed Buy rating wit...
TOPPorter Harry: Solid add! Hedging win + strong oil performance = defensive play with upside. Let’s see if $30 becomes reality soon. 💪📈
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3.52K
General
Pilates
·
2025-08-06
$AMD 20250815 150.0 PUT$ lol my focus tonight obviously is AMD. Daily chart shows it reaching $157.80 which is approx fib retracement of 23.6% @ ~ $157.49. RSI and Macd showing bearish momentum though. If $157.49 doesn't hold, we may see it gg to $142 
AMD PUT
08-06 23:01
US20250815 150.0
SidePrice | FilledRealized P&L
Sell
Open
1.43
1Lot(s)
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Closed
Advanced Micro Devices
$AMD 20250815 150.0 PUT$ lol my focus tonight obviously is AMD. Daily chart shows it reaching $157.80 which is approx fib retracement of 23.6% @ ~ ...
TOPPorter Harry: Good eye on AMD’s fib and indicators! Watch $157.49 closely—breaking it could open the door to $142 support. 📉🔍
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5.30K
General
Terra_Incognita
·
2025-08-06
$SMCI 20250815 55.0 CALL$ I closed $SMCI 20250815 55.0 CALL$  ,SMCI: Booking in profits of close to 95% of max premium collected from these covered calls. Expiry was in 1.5 weeks on 15th Aug. Strike were set at $55 and SMCI fell >20% today on missing both earnings and revenues. The earnings released on Tuesday 5th Aug aftermarket and it's disappointing with reduced margins and slew of other issues indicating a very competitive pricing among competitors. The coming quarter forecast also disappoints so it's not only a single quarter issue. Took the profits on the covered calls and also sold some new ones at lowered strike to adjust to the reality. The u
SMCI CALL
08-06 23:36
US20250815 55.0
SidePrice | FilledRealized P&L
Buy
Close
0.18
6Lot(s)
+94.85%
Closed
SUPER MICRO COMPUTER INC
$SMCI 20250815 55.0 CALL$ I closed $SMCI 20250815 55.0 CALL$ ,SMCI: Booking in profits of close to 95% of max premium collected from these covered ...
TOPPorter Harry: Nice timing on the close—locking in 95% before the plunge was sharp risk control. New strikes sound well-adjusted. 🎯📉
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4.97K
General
CutieYolkYolk
·
2025-08-07
$LULU DIAGONAL 250822/250815 CALL 210.0/CALL 220.0$ LULU continue to drop for the 4th week in a row and it's down 66% from its all time high.  The old covered call of $220 strike premium is almost depleted so decided to roll down to $210 strike to capture a bit more of the downside.  Still losing money on the long call but then it's the decision I had made so I'm going to walk it to the end.  Earnings on Aug 28 so maybe still can sell 1 more round before it's due and also possible at higher premium with increased volatility closer to earnings. 
LULU Diagonal
08-06 22:45
US220.0/210.0
SidePrice | FilledRealized P&L
Credit
Close
-1.70
1
--
Closed
LULU DIAGONAL 250822/250815 CALL 210.0/CALL 220.0
$LULU DIAGONAL 250822/250815 CALL 210.0/CALL 220.0$ LULU continue to drop for the 4th week in a row and it's down 66% from its all time high. The o...
TOPMerle Ted: Unreal buying opportunity. This will rally as we get closer to earnings. Right now is the best time to start a position. My average is $195 and I’m going to keep adding. Be fearful when others are greedy!
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31.16K
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CSOP AML
·
2025-08-07

Asian Equities Rose WTD on Rate-Cut Bets【CSOP APAC Mid-Week at a Glance】

East Asia LCU WTD return: +2.07% – Asian equities rose after investors bought on the dip amid rate-cut optimism. – $CSOP LOW CARBON US$(LCU.SI)$ ’s WTD gain in USD was primarily attributable to communication services, IT, and financials by sector, China, Taiwan and South Korea by region, and $TENCENT(00700)$ , $Taiwan Semiconductor Manufacturing(TSM)$ and Nintendo by individual firm. – Tencent gained after it led share buybacks in Hong Kong stock exchange in July. Nintendo shares rose as quarterly earnings highlighted robust Switch 2 sales. SQU WTD return: +1.99% – $CSOP SEA TECH ETF US$(SQU.SI)$ ’s WTD gain in USD w
Asian Equities Rose WTD on Rate-Cut Bets【CSOP APAC Mid-Week at a Glance】
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19.40K
Selection
ShenGuang
·
2025-08-07

Palantir Q2: $1 Billion in Revenue, Volatility Ahead?

While Palantir Inc (ticker: $Palantir Technologies Inc.(PLTR)$) describes itself as a company that makes “products for human-driven analysis of real-world data”, many others point out that it’s specifically a highly-specialized intelligence provider to governments and militaries aligned with the United States. Given that the founding of the company was backed by a grant from In-Q-Tel – the C.I.A.’s venture capital arm – the company is certainly not going to beat the allegation that it’s deep within the folds of the United States’ military machine. What’s currently unmissable is that its second quarter (Q2) earnings report of its Fiscal Year (FY) 2025 release made on the 4th of August 2025 signalled a breakthrough: Palantir surpassed $1 billion in
Palantir Q2: $1 Billion in Revenue, Volatility Ahead?
TOPPorter Harry: With that PE, any slowdown in gov contracts could shake this rally pretty fast 😬 worth watching closely.
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6.14K
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Binni Ong
·
2025-08-07

DBS Eyes S$50: Key Levels and Trading Tools

$DBS(D05.SI)$ Q2 Earnings Overview DBS announced its Q2 2025 earnings today. Net profit rose 1% year-on-year to S$2.82 billion, exceeding analyst expectations and supported by higher total income—including stronger trading, wealth, and fee income. While net interest margin eased slightly, DBS maintained its 2025 outlook and declared a total dividend of 75 cents per share (ordinary + capital return) What is a Cup and Handle Pattern? Chart Pattern Type: Bullish continuation Shape: The “cup” looks like a rounded U-shape, showing a period of consolidation followed by a recovery. The “handle” is a short pullback or sideways drift after the cup, usually sloping slightly downward. Cup-and-Handle Pattern & Target Projection On the chart, DBS exhibit
DBS Eyes S$50: Key Levels and Trading Tools
TOPPorter Harry: Cup-and-handle breakout confirmed that DBS above $49.19 looks strong. Eyes on $50 next, then $57.60 if momentum holds. 📈💥
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4.47K
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Binni Ong
·
2025-08-07

Tesla Eyes Triangle Breakout: Key levels to note

Technical Setup – Tesla ( $Tesla Motors(TSLA)$ ) Daily Chart TSLA is forming a symmetrical triangle, signaling potential for a breakout. Immediate resistance lies at $330.50. Support is reinforced by an ascending trendline near $300, backed by nearby levels at $290.10 and $280.95. After recent dip, price has bounced and shows early signs of technical strength. Key Insight: Renewed optimism around the FSD upgrade may provide catalysts for TSLA to break above $330.50, potentially confirming the breakout and extending bullish momentum. Otherwise $330.50 is a near term resistance. Using DLCs for Short‑Term Trading Long DLCs (e.g. $TESLA 3xLongSG261006(TSYW.SI)$ ) could be considered for a bullish outlook,
Tesla Eyes Triangle Breakout: Key levels to note
TOPPorter Harry: FSD optimism plus triangle setup—TSLA looks ready to charge if it clears $330.50. Eyes on that breakout! 🚀📈
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1.41K
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BillyR
·
2025-08-07

Pltr Day 16

**Palantir’s Apollo Platform: Enabling Software Deployment in Diverse Environments** Palantir’s Apollo Platform is a cornerstone of its software-as-a-service (SaaS) ecosystem, designed to streamline the deployment, management, and continuous updating of Palantir’s core products—Gotham, Foundry, and the Artificial Intelligence Platform (AIP)—across highly diverse and challenging environments. Launched to address the complexities of deploying mission-critical software in varied settings, Apollo has transformed Palantir’s ability to scale its offerings, contributing to its operational efficiency and market growth (e.g., 2024 revenue of $2.87 billion, up 28.79% year-over-year). Below is an analysis of Apollo’s role, capabilities, and impact on enabling software deployment in diverse environmen
Pltr Day 16
TOPNorton Rebecca: Apollo’s a beast! PLTR’s soaring,this momentum’s unstoppable, buy more!
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