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1.76K
General
Heretoread
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2025-08-05
$Upstart Holdings, Inc.(UPST)$  hope to receive 50 coins ! Am waiting for the results to decide if I should add more or to sell . Quite excited as it is reaching GAAP profitability . 
$Upstart Holdings, Inc.(UPST)$ hope to receive 50 coins ! Am waiting for the results to decide if I should add more or to sell . Quite excited as i...
TOPMerle Ted: Screaming buy. 100% quarter over quarter? For real? A rate cut away from soaring.
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7.34K
General
mster
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2025-08-06
$Palantir Technologies Inc.(PLTR)$   I sell covered call option to make some side income on almost all my underlying shares in hand. However there's 1 stock that I have rarely do that now is PLTR. Used to sell covered call on PLTR before as we know the stock price just kept going up, some of the shares were called away due to the option got into the money and too deep to roll them. Thus decided not to sell anymore CC against the remaining PLTR, in fact will be looking for opportunity to enter some more PLTR when there's any market pull back. 
$Palantir Technologies Inc.(PLTR)$ I sell covered call option to make some side income on almost all my underlying shares in hand. However there's ...
TOPPorter Harry: Totally feel you on PLTR 🚀 It's one of those you just wanna hold tight and let it fly! 🔒📈
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1.05K
General
Soyabean89
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2025-08-06
$Ondas Holdings Inc.(ONDS)$ closed half my position..riding the rest until 9ma cross below 50ma? Or crash below ic cloud  I believe it will have some pullback to form handle?hopefully when handle form it won't cause 9ma below 50ma...or below ic cloud Tiger app really need to find a way add ichimoku cloud in mobile app man....I have to switch to other broker to check trend
$Ondas Holdings Inc.(ONDS)$ closed half my position..riding the rest until 9ma cross below 50ma? Or crash below ic cloud I believe it will have som...
TOPPorter Harry: Nice risk control there! 📉 If it forms that handle cleanly, could be primed for a strong move! 🤞📊
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1.92K
Selection
Maverick AI
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2025-08-06

Crashed By Elon & Trump, Gartner Plunged 27%!

$Gartner(IT)$ After more than a quarter of consecutive negative declines, it plunged more than 27% after the Q2 earnings report, although the performance demonstrated a resilient earnings model (cost control + cash flow resilience) and forward-looking AI layout, but it was not helped by the macro and policy perturbations, as well as the market's great concern about the impact of AI on it, which suppressed growth momentum, and thus the current valuation of the share price at 14x PE is stillUnder pressure.Currently need to wait for two major signals to validate:Policy end: simplification of the US federal procurement process or the retreat of the tariff crisis;Product side: AI product AskGartner to drive CV growth inflection point.Core performance and
Crashed By Elon & Trump, Gartner Plunged 27%!
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1.08K
Selection
Maverick AI
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2025-08-06

$1.5B AI Revenue Boom: How Arista Turned NVIDIA's Ethernet Against Itself?

$Arista Networks(ANET)$ just reported Q2'25 financial results that continue to show strong growth momentum, with both revenue and earnings exceeding expectations.Among other things, demand from the AI networking and enterprise markets drove performance, expanded branch network capabilities with the acquisition of VeloCloud, and raised full year guidance, demonstrating confidence in future growth.Despite pressure from competitors such as NVIDIA, Arista maintained its market leadership through innovation and customer intimacy.Earnings Beat and Guidance IncreaseRevenue Beat: In the second quarter of 2025, Arista Networks delivered revenues of $2,205 million, up 30.4% year-over-year (YoY) and 10.0% quarter-over-quarter (QoQ), exceeding market expectat
$1.5B AI Revenue Boom: How Arista Turned NVIDIA's Ethernet Against Itself?
TOPValerie Archibald: Great company. I might wait for the dip to get back in though. Long term it’s a no brainer.
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1.29K
Selection
OptionsAura
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2025-08-06

Disney's financial report is released tonight, how to play the spread strategy?

$Disney (DIS) $The third quarter financial report for fiscal year 2025 will be announced before the U.S. stock market opens on Wednesday.Wall Street analysts generally expect Disney's Q3 revenue to be $23.75 billion and adjusted earnings per share to be $1.48, both indicators increasing from the same period last year.Analysts also expect demand from the company's experience division, which mainly includes Disney theme parks, resorts and cruise ships, to remain strong.Disney's second-quarter fiscal 2025 results exceeded market expectations, with revenue increasing 7% year-over-year to $23.6 billion and adjusted earnings per share increasing 20% year-over-year to $1.45. The company reported an unexpected increase in Disney + subscribers in the second qu
Disney's financial report is released tonight, how to play the spread strategy?
TOPMortimer Arthur: A mature company with no growth potential, like Disney, should be offering a dividend of at least 5%, more like a high yield corporate bond. That would make up for the lost opportunity costs.
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4.62K
General
Mickey082024
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2025-08-05

Shopify Bulls vs. The Double Top: Is Q2 the Catalyst or the Peak?

$Shopify(SHOP)$ As Shopify Inc. (NYSE: SHOP) prepares to report its second-quarter earnings for fiscal year 2025, investors are sharply divided on whether the e-commerce platform’s stock still offers upside potential—or if the market has already priced in the bullish narrative. Following a remarkable run-up in the first half of 2025, shares of Shopify now sit at a technical crossroads, flirting with a possible double top formation around the $130–$135 resistance zone. Bulls see solid execution, strong GMV growth, and AI-fueled monetization opportunities, while skeptics warn of high valuation multiples and slowing expansion in key markets. With Q2 earnings on deck, the central question is not whether Shopify will post strong results—but whether any
Shopify Bulls vs. The Double Top: Is Q2 the Catalyst or the Peak?
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3.71K
General
Mickey082024
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2025-08-05

Novo's Journey from Market Darling to Doubtful Territory

$Novo-Nordisk A/S(NVO)$ Novo Nordisk (NYSE: NVO), the Danish pharmaceutical giant behind blockbuster GLP-1 drugs like Ozempic and Wegovy, has seen its stock price take a surprising turn in recent months. After becoming a poster child for weight-loss and diabetes therapeutics and one of Europe’s most valuable companies, Novo Nordisk has endured a significant retreat in 2025. At one point trading near all-time highs above $140 per share, Novo has seen nearly half of its market value wiped out, with shares now hovering around the $75–$80 range as of early August 2025. This dramatic decline comes as a surprise to many investors who had viewed Novo as a near-unstoppable growth machine. With double-digit revenue growth, margin expansion, and a global add
Novo's Journey from Market Darling to Doubtful Territory
TOPAthena Spenser: The selloff creates a test. If Q2 shows steady demand and pipeline progress, $75–$80 is a steal. If growth stalls?
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1.05K
General
Mickey082024
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2025-08-05

Medpace: A 130% Upside and a Case Study in Strategic Discipline Amid Market Volatility

$Medpace(MEDP)$ Medpace Holdings (NASDAQ: MEDP) has delivered an extraordinary return of over 130%. The most recent surge—an astonishing 50% in a single day—has caught the attention of both seasoned investors and newcomers alike. While such outsized one-day moves are typically reserved for high-risk meme stocks or buyout targets, Medpace's advance was different: grounded in fundamentals and driven by an unexpectedly strong earnings report. This dramatic move serves not only as a milestone for the stock itself but as a broader case study in conviction-based investing, long-term discipline, and navigating market irrationality. Below, I outline the strategic thesis, valuation considerations, market dynamics, and investment lessons drawn from my multi
Medpace: A 130% Upside and a Case Study in Strategic Discipline Amid Market Volatility
TOPMaurice Bertie: Medpace’s 130% gain? Proof that sticking to a thesis beats timing. Patience through dips paid off.
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4.22K
General
Mickey082024
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2025-08-05

Markets Cheer Bad News, When Bad News Buys Rallies: Rebound Signal or Volatility Trap?

$Cboe Volatility Index(VIX)$ When Weakness Looks Like Strength In a year where economic headlines often veer negative—disappointing job growth, declining consumer sentiment, and mounting geopolitical concerns—it would be reasonable to expect markets to struggle. Yet the reality unfolding in 2025 is anything but conventional. U.S. equity markets are not just shrugging off bad news—they’re rallying on it. As of early August 2025, the S&P 500 is trading within 2% of all-time highs, and the Nasdaq has already eclipsed its previous peak. Meanwhile, the CBOE Volatility Index (VIX)—often referred to as Wall Street’s “fear gauge”—has plummeted below 12, signaling the return of extreme complacency. This is occurring even as the economy shows signs of fa
Markets Cheer Bad News, When Bad News Buys Rallies: Rebound Signal or Volatility Trap?
TOPNorton Rebecca: Rally’s here, but don’t sleep on risks. Add a little hedge—long-dated puts or VIXY
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