$Tempus AI(TEM)$ riding the AI healthcare wave! Genomic data + FDA tailwinds = institutional FOMO. This is a long-term hold—AI meets biotech is unstoppable.
$Opendoor Technologies Inc(OPEN)$ is killing it! The AI-powered real estate sector is booming, and their adaptive strategy is paying off. Short-term dips? No worries—I’m all in for the long-haul digital disruption play. Holding strong for more gains!
🚀 Aug 4 —— Aug 8 Leaderboard: Top Traders & Market Highlights!
Last week (August 4-8), the US stock market continued its upward trend, with the S&P 500 index rising about 2.4%, the Nasdaq rising about 3.9%, and the Dow Jones Industrial Average rising about 1.3%, all reaching historic highs. Boosted by strong performance in technology stocks and excellent financial reports, Apple's surge of about 5% boosted market sentiment. In terms of Hong Kong stocks, although the Hang Seng Index rose by about 1.4% over the week, it fell back on the last trading day and fell by about 0.9% for the whole week, mainly due to poor performance of domestic real estate and chip stocks, as well as concerns about deflation in China, leading to cautious investor sentiment.Competition Highlights:🔹 Most-traded and top-performing stock :
$AppLovin Corporation(APP)$ s recently disclosed second quarter results for fiscal year 2025 were impressive, with revenue surging 77% year-over-year and adjusted EBITDA nearly doubling, resulting in a profit margin of 81%. Free cash flow was $768 million, up 72% year-over-year, which was still strong despite falling short of some expectations.Market expectations are too high, with profit margins already reaching 81%. Based on this hard data, AppLovin's overall profitability and cash flow position demonstrate extremely strong organic growth and operational efficiency.What continues to drive growth?The first is game advertising + MAX market: focusing on advertising to open up incremental space.During the conference call, management emphasized that p
SaaS Doomsday, From DUOL To Kuaishou, AI Redirects Organic Traffics!
By mid-2025, the narrative in the tech industry is crystal clear: AI is no longer just a buzzword, but a game-changer that is reshaping the entire industry.We are witnessing a brutal "SaaS apocalypse" — companies deemed structurally vulnerable in the AI-centric world are struggling to survive, a trend reflected in the secondary market performance of these firms. The core logic is that: The rapid progress of AI is driving the market to focus more on the "valuation (P)" rather than the "earnings (E)" in the price-to-earnings ratio, especially for companies that rely on traditional growth levers such as SEO traffic.Based on recent stock price performance, $Wix.com(WIX)$$Duolingo, Inc.(DUOL)$
Blink and earn $50 in options premium Why i used Qyld to sell covered calls and cash secured puts
🐾 options Collar – How I Earned Steady Income with Just $1,650 and 100 Shares ⸻ 📜 The Beginning – Why I Chose QYLD I didn’t stumble into QYLD by accident—it was a deliberate choice. QYLD is a Global X Nasdaq 100 Covered Call ETF, designed to generate consistent income by selling covered calls on the Nasdaq 100. What caught my eye wasn’t just its stability, but its mouthwatering dividend yield, which hands me $0.1653 per share every month like clockwork. With 100 shares at about $16.80 each, my starting capital was only around $1,650. To most people, that sounds like small potatoes, but my plan wasn’t about gambling—it was about squeezing the most juice from every dollar by combining dividend income with options premium. ⸻ 💼 My Dual-Options Setup – Selling a Call & Selling a Put O
$Alphabet(GOOG)$ Form 13F filings revealed that Alphabet completely exited a once key AI-driven business, which previously made up 15% of its investment portfolio. In its place, a revolutionary space stock has become the top holding, signaling a major strategic pivot. This shift may offer long-term potential.
Lost $13.1k for the trading week of 4th to 8th Aug 2025, trimming the gains made from the prior week. Let’s find out which of my trades worked and which trades didn’t. “Mistakes are the portals of discovery” - James Joyce Summary Read: Lost $31.9k from stocks and made $18.8k from option trades. Overall, many of my large position trades on SMCI, HOOD, VXX, GDX, GFS and APP didn’t work. I’ve since fully took loss on HOOD, while the rest of the counters still have exposure so they could either draw further losses, or rebound to recover some value. S&P is up 2.43% and Nasdaq100 is up by 3.73% erasing the losses from last week with Nasdaq making new all time high again. As the result, my short positions on HOOD, VXX, GDX, APP and PLTR suffered losses. Poor earnings on 2 major position SMCI