@麥卡倫 18：
$Palantir Technologies Inc.(PLTR)$ 😰 Why? Why? Why? 🫵 Why do u treat me this way? I know you have done well in July just as my 🔮 fortune-telling, and now I am expecting 👀 you to stay above $165! Can't you❓
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2025-08-05
⚠️82x P/S vs 48% Growth: NATO Orders Resurface: Can Global Growth Save Palantir?
$Palantir Technologies Inc.(PLTR)$ Q2 continues the myth of high growth, while also solidifying the concept of "AI+Data Platform", with a healthy operating profile that is underpinned by a sustained rebound in international orders and an increase in the revenue share of the AI product line, as well as near-term growth.The core factors driving the repricing of its valuation are total contracted orders (TCV), market capacity expansion, AI ramp-up rate and customer retention rate.Of course, its stock price is reacting to very overvalued market sentiment and will be one of the biggest focuses of market attention going forward.Performance and market feedbackPalantir's Q2 2025 results were strong overall, with key metrics beating expectations:Revenue pe
TOPValerie Archibald: Palantir is going to keep going up until there is a disappointing earnings report or until there is a stock split. The logical thing to do then is to keep buying because the price is not going to drop until the above scenario plays out.
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2025-08-05
What Makes RDDT The Surge? From AI Content Platform To AI Data Infrastructure!
$Reddit(RDDT)$ This quarter's earnings report validates the effectiveness of the dual-engine "advertising + AI data" model.Short-term stock price already reflects Q2 beat, but Q3 guidance and AI realization potential could drive further valuation upside.True repricing will depend on:Speed of data license commercialization (path from 35M to 1B+);International user monetization breakthrough (now ARPU is only 1/10 of the US).If these two points continue to realize, the current PS 16x (2025E) in the context of high-speed growth is still attractive, the valuation ceiling is expected to be on par with the AI SaaS leader.Core performance and market feedbackKey metrics exceeded expectations across the boardRevenue: 499.6M, +78,424.7M YoY, fastest growth r
TOPIt touched 230 in February of this year. Think we can get there again?
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2025-08-05
🚀 July 28 —— Aug 1 Leaderboard: Top Traders & Market Highlights!
Last week (July 28–August 1), U.S. stocks extended gains, with the S&P 500 up ~0.4%, Nasdaq +0.2%, and the Dow +0.5%, supported by a new U.S.–EU trade agreement that eased fears of sweeping tariffs, strong semiconductor earnings, and firmer risk sentiment ahead of the Fed’s July rate decision.In Hong Kong, the Hang Seng dropped about 1%, weighed down by profit-taking in tech names, including Meituan, Alibaba, and Tencent, after a strong two-week rally.Competition Highlights:🔹 Most-traded stock : $NVIDIA(NVDA)$ Nvidia topped U.S. trading volumes as its shares swung sharply on news it ordered 300,000 H20 AI chips from TSMC to meet robust China demand, reigniting optimism around its chip leadership—and heavy ETF and index-tracker
TOPHappy to be among the ranked traders from last week. Thanks for the vouchers encouragement 🙏🍍🍍
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2025-08-04
Options puppy Pltr conviction my biggest holdings
📈 Bullish Thesis: Strong Real Metrics & Momentum 1. Q1 2025: Growth at Scale (vs Q1 2024) • Revenue: $883.9 million, up 39% YoY  • Net income: $214.0 million, more than doubled YoY  • Adjusted free cash flow (FCF): ~$370 million (~42% margin), indicating exceptional capital efficiency  Rule of 40 score: ~83% (growth + margin), massively above the healthy benchmark of 40%   ⸻ 2. Full-Year 2024 Momentum • Annual FCF: ~$1.14 billion, up 64% YoY from 2023’s $697 million  • TTM operating cash flow: $1.33 billion; capital expenditures negligible ($16 million), fattening the FCF yield   • Trailing FCF per share: $0.53; grew ~40 % annually over 3 years   ⸻ 3. Segment Highlights: AI + Commercial Powering Growth • U.S. government revenue rose 45% YoY to ~$373 million, backed by sizable
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2025-08-05
TSLA Here’s an up‑to‑date breakdown of Tesla’s Full Self‑Driving (Supervised) — its current state, safety record, and future prospects as of August 2025: --- 🚗 What Is Tesla Full Self‑Driving (Supervised)? Tesla’s “FSD (Supervised)” is an advanced Level 2 driver‑assist system, requiring a fully attentive driver with hands on the wheel at all times . It works via camera‑based input (Tesla Vision), navigating city streets, roundabouts, intersections, lane changes, parking maneuvers, and highway on-/off‑ramps—all under human supervision . --- 🛠️ Current Performance & Safety Metrics In Q1 2025, Tesla reported one crash every 7.44 million miles when Autopilot/FSD was active—over 10× safer than vehicles without it and vastly better than the U.S. average (~1 crash per 702K miles) . Bloo
TOPThanks for sharing! I think there is a long way to go for the large-scale deployment of FSD.
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2025-08-05
$ocbc bank(O39.SI)$ Price dropped but hopefully in the long run, OCBC price will rise higher. Nice dividends of 5% and banking presence in many southeast asia countries and China.
TOPTrust in its long-term value!
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2025-08-05
$Palantir Technologies Inc.(PLTR)$
TOPPalantir’s strong quarter proves data power wins — who else is holding tight?
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2025-08-05
$Amazon.com(AMZN)$ Up 76% very Bullish o Amazon, Buying more Amazon stock at these prices
TOPAmazon to the moon! Still cheap at these levels, I'm all in!
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2025-08-05
open this covered $VXX 20250808 46.0 CALL$ at market open. vxx dropped today as fast as the rise last week. lets see what it brings this week.
TOPVolatility’s unpredictable, but this could pay off nicely.
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2025-08-05
If you are scared and did not buy any of $Palantir Technologies Inc.(PLTR)$
TOPNice! Your insistence brings back great fortune.
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2025-08-05
$Palantir Technologies Inc.(PLTR)$ My Dear friends, I hope you all are still with me 🫶, it happened as I had predicted PLTR would stay above $165 🔮👀. Do you know what's next ☺️❓
TOPCautious investor: Impressive! But what’s your plan if it dips?
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2025-08-05
🔔Profit Strategies: How Are You Trading the Market?
Hey Eagles! 🦅The trading skies are wide open — what’s your next move?🎯 Sharp insight? Killer strategy? Market-beating pick?Share your ideas and soar to the top!Let’s break it down：These stories drove the markets.More NewsTiger Community TOP10 Tickers🎯 S&P500 Most Active Today 👉@TigerObserverWeekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, EarningsCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!✨Tuesday — Singapore StocksSTI gained 0.2% at open with Sunpower (+4%) and SingPost (+1%) rising, while Nio dropped 5%.REITs Update:CICT's H1 DPU rose 3.5% to 5.62¢ on ION Orchard's contribu
TOPI'm looking to Buy back DBS & Recovery play for CRCL & ISRG. Although DBS bounce 🪃 up for 2 days, it's just don't feel right to enter 🙏 I will wait [Sigh]... Similarly for CRCL & ISRG, maybe 🤔 2nite Dip might have opportunities... will burn ❤️🔥 some oils to watch 👀 tonight 🙏😉 @JC888 @Barcode @Shernice軒嬣 2000 @Shyon @koolgal
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2025-08-05
Jobs Report Is In. What's Next for the Fed?
It was with mixed emotions as I witnessed US market drowned in a sea of red, on the first trading day of August 2025. On the one hand, I half expected D-day to arrive because with the S&P 500 or Nasdaq or both indexes keep charting new highs consecutively, is just so surreal. On the other hand, to witness one’s holdings get “reduced” is just brutal. One of the culprits, confirmed by media was US Non-farm payroll report (July 2025), released before trading began on Friday. Non Farm Payroll. The reported data was pure disaster. US job growth slowed more than expected and prior month's report was revised sharply lower, indicating US labour market may be starting to crack. (see below) As per US Bureau of Labour Statistics (BLS), for July 2025, employers added just 73,000 jobs. That tally i
TOPThough the data is very shocking, it’s good news for the Fed cut.
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2025-08-05
RGTI suggests an early signal of a potential trend reversal
$Rigetti Computing(RGTI)$ This rebound, while still technically a countertrend move, suggests an early signal of a potential trend reversal, reinforced by increased speculative buying interest.📅 Date: August 4, 2025🔍 Prepared by: Pretiming Forecasting System📊 Ticker: RGTI | Closing Price: $15.80 (+11.61%)1. Today's Market FlowOn August 4, RGTI stock closed at $15.80, marking a sharp 11.61% surge from the previous session. This outsized gain occurred within a Bearish trend zone, indicating a temporary deviation from the prevailing downward momentum.Despite the stock remaining in a Bearish zone, buy-sell intensity rapidly shifted, resulting in a strong bullish inflow and a price breakout from the recent consolidation box pattern. This reb
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2025-08-05
Daily Charts - A big beautiful capex boom is underway
A big beautiful capex boom is underway... and it's just getting started 👀Thematic Growth Drivers:-Electrification-Energy Transition-Artificial Intelligence-Robotics-On/Re/Near/Friend-Shoring-Next-gen Manufacturing-Geopolitics/Defense-SpaceWhat did I miss?The larger theme is arguably a transition from the Software age of the past couple decades to the Hardware age (next couple of decades?)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
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2025-08-05
The stock market is about confidence, just as much as data
Is the economy in good shape today?Are you sure of your answer?Are you relying on anecdotal data to make your assessment?Public data?Private data?Do you go off vibes?When the stock market is trading near all-time highs and valuations are at a non-recession peak, we can assume confidence is high. But should it be?I’ll get to how data plays a role in the market’s confidence and why the BLS unemployment report on Friday was both shocking and entirely expected for those with a balanced view of the market.Friday’s Jobs ReportYou may have seen that Friday’s jobs report was disappointing, with only 73,000 jobs added in July and revisions of May and June data that reduced previous estimates by over a quarter million jobs. This is the report that sent the market lower, and it was indeed concerning,
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2025-08-05
Uber Technologies (UBER) Gross Bookings and Guidance To Watch
$Uber(UBER)$ is scheduled to release its Q2 2025 earnings on Wednesday, August 6, 2025, before the market opens. Here is an analysis of what to look for and potential trading opportunities. Revenue and EPS: The consensus among analysts is for an earnings per share (EPS) of $0.62 and revenue of $12.46 billion. A positive surprise on either of these figures would be a bullish signal. Adjusted EBITDA: This metric is a key indicator of profitability for Uber. The company has guided for Q2 adjusted EBITDA to be between $2.02 billion and $2.12 billion, which would be a significant year-over-year increase. For its fiscal Q1 2025, Uber Technologies (UBER) reported a significant beat on earnings per share (EPS), with $0.83 against a forecast of $0.51. Howe
TOPLow expectations here. Usually goes down post earnings.
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2025-08-05
$APPLIED DIGITAL CORP(APLD)$ 🚀📊 AI-fueled and crypto-cooled: $APLD’s breakout play is heating up 🍋🔥📈 I’m extremely confident Applied Digital Corp ($APLD) is entering the acceleration phase of a multi-week squeeze setup. This $2.7B infrastructure company sits squarely at the crossroads of two of the most explosive secular narratives on the market: generative AI and Bitcoin mining. The charts are screaming bullish continuation, and the short interest? Jet fuel. APLD just inked a colossal $7B, 15-year hosting agreement with CoreWeave; giving it a massive AI compute demand tailwind. It’s also locking in relationships with red-hot AI players like Character.AI. That contract scale is unheard of for a mid-cap. This isn’t a retail speculation; it’s infras
TOP📣Okay but $APPLIED DIGITAL CORP(APLD)$ going up 30% after touching the 10-week?? That’s not just vibes, that’s structure. If it flips $14 clean I might need to stop sleeping on it
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2025-08-05
$Utilities Select Sector SPDR Fund(XLU)$ 🔌⚡️🚀 Utilities just shocked the tape: $XLU charges into all-time highs 🔋💥📈 I’m extremely confident this move has been long in the making. $XLU has officially broken above its multi-year resistance box, slicing through the $84–$85 congestion zone with conviction. The weekly structure? Flawless. The 4H compression? Resolved with force. We’re now in full discovery mode at $87.20, and technicals are confirming the breakout: stacked EMAs, bullish Keltner channel drift, and strong candle structure inside upper Bollinger territory. I’m fascinated by how quietly this move has unfolded. Utilities have been the wallflower at the macro dance; under-owned, unloved, and lagging broader sentiment rotation into risk. Yet t
TOPThis breakout in $XLU reminds me of the early 2019 rotation into $VNQ when everyone was still fixated on tech. I’m not sure most funds are ready for how fast this can move once rate cuts actually hit. That yield factor sensitivity isn’t priced in yet, and you laid it out perfectly with the compression break and Bollinger structure. Quiet trades like this tend to become loud narratives real quick.
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2025-08-05
$SPDR S&P 500 ETF Trust(SPY)$ 🚀📊 From panic to parabolic: is this the ignition point? 💥📈🔥 On Friday, it felt like gravity was winning, but today, we’re defying it in real-time. SPY is trading at $629.77 (+1.30%) and QQQ is leading tech higher at $563.31 (+1.7%), with IWM participating at $218.61 (+1.70%). This isn’t just a bounce; it’s a marketwide surge that’s flipping the sentiment script while the session is still underway. 🔵 Market breadth is roaring: • 81.11% of stocks advancing (1808 vs 421); institutional accumulation is back on the tape • 88 new highs vs just 36 lows; breadth thrusts like this are often precursors to short-term trend reversals • Stage Analysis is shifting beneath the surface: Stage 2 (advancing) now holds 38.07% of the
TOPSPY tagging that $628.23 gold mid then rejecting at the exact gap level is sharp. The trapped buyer call is legit, especially with macro still unsettled. I’m watching $GOOGL to see if it respects its own gap zone the same way. Very timely post.