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2025-08-28
How to approach taking new positions with NVDA reporting after market?
it's not diffcult for the current market context because tech are not leading, they shouldn't be in your focus list since there isn't anything compelling in that area.top 5 sectors now are $Consumer Discretionary Select Sector SPDR Fund(XLY)$ $Financial Select Sector SPDR Fund(XLF)$ $Health Care Select Sector SPDR Fund(XLV)$ $Materials Select Sector SPDR Fund(XLB)$ $Energy Select Sector SPDR Fund(XLE)$ (particularly right now). $Technology Select Sector SPDR Fund(XLK)$ technology is 3rd weakest in RS after utilities and consumer staples.The i
1.76K
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2025-08-28
Nvidia’s Big Test, Nuclear’s Quiet Revival
Markets inched higher Wednesday as investors held their breath for Nvidia’s earnings, the final report among the so-called Magnificent Seven. With its $4 trillion-plus market cap, larger than Germany’s or France’s entire stock markets. Nvidia is not just a company but a proxy for AI’s future. Dow Jones Industrial Average: +0.32% to 45,565.23 $S&P 500(.SPX)$ : +0.24% to 6,481.40 $NASDAQ(.IXIC)$ : +0.21% to 21,590.14 Nvidia’s Results: A Barometer for AI $nvda $NVIDIA(NVDA)$ The chipmaker beat revenue and earnings expectations but offered in-line guidance for next quarter, underwhelming for a shareholder base used to blowouts. Shares dipped after hours, remindi
TOPPorter Harry: I’m waiting for the market to digest the financial reports.
3.65K
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2025-08-28
Will the US Dollar Continue to Decline After the Global Central Banks' Annual Meetings?
Since the end of last year, the US dollar has fallen from its historic highs down to the resistance zone within this cycle of the dollar. During this period, this decline has helped major countries, including emerging markets and emerging assets, to experience significant rebounds. From a technical perspective, the dollar remains near the upper boundary of a longstanding ascending channel formed over the past decade, making a rebound possible.Figure 1: The Dollar Has Not Broken Below the Upward Channel Since 2011 (DXY)However, at the Jackson Hole meeting on August 22, Powell’s dovish speech solidified the market’s conviction in a rate cut in September (with an 86.2% probability, see Figure 2), which has kept the dollar under pressure and pushed it below the July rebound trendline (see Figu
1.78K
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2025-08-27
$HISENSE HA(00921)$ Added an home appliances company to my portfolio. Global market is about 50% of total revenue. This industry is fiercely competitive, but Chinese Company beat others. P/E TTM is 9, dividend yield is above 5%, fair price for me.
TOPThat's a solid addition! With a P/E of 9 and good dividends, could attract more long-term investors.
4.21K
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2025-08-27
$PL 20250926 10.0 CALL$ Selling covered call for a losing position to earn some premium
PL CALL
08-27 22:52
US20250926 10.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.25 2Lot(s) | -- Closed |
TOPGreat strategy! Earning that premium! [Applaud]
1.89K
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2025-08-28
RGTI is nearing a critical inflection point
$Rigetti Computing(RGTI)$ $Defiance Daily Target 2X Long RGTI ETF(RGTX)$ 📊 Today's Market FlowRGTI closed at $15.4, marking a modest +0.59% daily gain despite remaining within a Bearish zone. Over the past 5 days since entering this zone (Aug 20 → Aug 27), the stock has delivered a +4.3% return, outperforming typical expectations for Bearish conditions.This positive movement comes during a rebound trend inside the Bearish zone, suggesting temporary buying interest. Importantly, there is now an 84% probability of transitioning into a Bullish zone within the next 2 days, indicating that a potential trend reversal may be imminent.📈 Long-Term Investment Strategy & AnalysisCurrent Zone: BearishPosition: Se
743
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2025-08-28
NVDA Dip buyers are adding for price target $220+
$NVIDIA(NVDA)$ expectations were too high at $50B-$54B. Dip buyers are adding for price target $220+PCE on Friday for inflation is the next massive catalyst. Expecting a squeeze coming now for $SPDR S&P 500 ETF Trust(SPY)$ .Banked hard on $MongoDB Inc.(MDB)$ and $Snowflake(SNOW)$ earnings ❤️1. $NVIDIA(NVDA)$ I felt earnings was priced in so I had my community sell covered calls. It’s a great way to monetize on short term price action when you think it will trade sideways or slightly down while still holding your long-term position2. $Mongo
887
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2025-08-28
$HOOD VERTICAL 251003 PUT 92.0/PUT 97.0$ Selling bull put spread during this chop. HOOD is one of the strongest stock this year. Safe short strike price, lower than its 50 SMA support of 100.
HOOD Vertical
08-28 00:33
US92.0/97.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Open | -1.62 3 | -- Holding |
TOPNice strategy! Love the confidence! [Cool]
2.51K
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2025-08-28
$JD-SW(09618)$ Buy the dip, JD is well established e-commerce platform, P/E is 8, it is a so cheap blue chip stock.
TOPGreat find! JD is definitely a gem! [Wow]
4.58K
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2025-08-28
$MET.HK 20250929 120.00 PUT$ The intense competition is definitely hurting Meituan but in my view, this large fall may be a good buying opportunity if China transits into a consumption based economy
MET.HK PUT
08-28 09:30
HK20250929 120.00
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 13.05 1Lot(s) | -- Closed |
TOPGreat insight on Meituan's potential! [Wow]
1.25K
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2025-08-28
I find the Nvidia $NVIDIA Corp(NVDA)$
TOPIt sounds like you've done your homework on NVDA
678
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2025-08-28
Bonus Chart — The Monetary Factor & Valuations
1.Bonus Chart 1 — The Monetary FactorI told you I have the receipts, here’s the global monetary policy map vs global stocks — we’ve seen a big wave of easing globally and the majority of central banks around the world are in rate cut mode.Normally that’s the kind of thing you see at the bottom of the market cycle, so when you see this type of thing happening when a bull market is already underway and there’s no slip into recession that’s a recipe for upside and acceleration.2.Bonus Chart 2 — ValuationsMeanwhile on the valuation front, there’s room to run.Now to be clear, we’re no longer as cheap as it was at the cheapest point, but we’re still looking at valuations across Developed, Emerging, and Frontier markets at historically low levels — and all at a major discount vs USA.Maybe we don’
2.82K
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2025-08-28
Fundsmith Equity: Here are their 5yr and 10yr share price returns and linearity
Fundsmith Equity: Here are their 5yr and 10yr share price returns and linearity ⬇️⬇️⬇️Arguably they shouldn't have sold Apple and McDonalds, and shouldn't still be holding Nike and Coloplast. Otherwise a fairly high quality fund.* Previous holdings are in yellow. $Apple(AAPL)$ $McDonald's(MCD)$ $InterContinental Hotels Group PLC(IHG)$ $Amazon.com(AMZN)$ $eBay(EBAY)$ $Johnson & Johnson(JNJ)$ $Pepsi(PEP)$ $Adobe(ADBE)$
1.16K
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2025-08-28
NVIDIA: The AI Titan’s Post-Earnings Dip – A Golden Gateway to Explosive Growth NVIDIA (NVDA) finds itself in the spotlight following its Q2 FY2026 earnings report, labeled a “beat but not breathtaking” performance. With data center growth slowing to 56% year-over-year from 73% in the prior quarter and a post-earnings stock dip, some investors are questioning the trajectory. Yet, this pullback is far from a setback—it’s a strategic opportunity to invest in a company that remains the unrivaled leader in the AI revolution. With Q3 revenue guidance of $52.9 billion to $55.1 billion (midpoint above consensus) and a robust $60 billion buyback, NVIDIA is poised for a powerful rebound and long-term dominance. Here’s why this dip is a bullish signal for massive upside. The Dip: A Misread Moment, N
TOPNvidia has entered the great company, lousy stock phase. We see that all the time from companies like Apple, Google, Amazon the last several years when growth rates slow at very high valuations.
936
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2025-08-28
Options Market Statistics: Nvidia Slips Over 3% Post-Market on Weak Q3 Outlook $NVIDIA(NVDA)$
TOPWBA has 830 million in cash. When someone takes over a company they normally do not get the cash. If the new owners get the cash. They can give themselves 800 million as a paycheck then file bk. Such a deal.
4.57K
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2025-08-28
📉 Meituan’s 90% Profit Plunge! Can Alibaba Survive the Food Delivery War? Meituan just shocked the market with a staggering 90% year-on-year profit collapse in Q2. The stock slid sharply, and investors are scrambling to figure out whether this is a one-off stumble or a structural warning for China’s platform economy. At the heart of the drama? China’s food delivery war. Aggressive subsidies, slowing consumer spending, and rising competition are squeezing margins for even the biggest names. With Alibaba’s Ele.me directly in the line of fire, this isn’t just Meituan’s problem — it’s a test of whether anyone can make money in China’s hyper-competitive online-to-offline (O2O) market. --- ⚔️ The Food Delivery Battlefield Food delivery is one of the most visible consumer-facing industries in Chi
TOPSubsidies for the food delivery business are not sustainable, but Alibaba has a larger traffic entry point, which is stronger than Meituan.
1.10K
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2025-08-28
SPX needs to get the momentum going ASAP
$S&P 500(.SPX)$ remains set up for a burst higher, but needs to get the momentum going ASAP.As long as price remains above 6415, it has a high probability target of 6510 with upside to 6550-6565+.Below 6415 would invalidate the immediate bullish set up with a Daily close below 6393 sending a sell signal. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2509(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2509(NQmain)$ $Dow Jones(.DJI)$
4.71K
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2025-08-28
🌏 Google’s AI Summit in Singapore: Hidden Catalyst or Empty Hype? All eyes are on Singapore this August 28 as Google Cloud hosts its AI Asia Summit, with support from the Economic Development Board (EDB). For tech watchers, it’s another glossy AI showcase. But for investors? It could be a turning point for $Alphabet(GOOGL)$ , the weakest link in the Magnificent 7 this year — up just +9.3% YTD while NVIDIA, Meta, and Microsoft race ahead 🚀. The real question: Is this summit Google’s chance to reclaim the AI spotlight — or will it reinforce the view that it’s falling behind? --- 📊 Why This Event Feels Different Unlike a Silicon Valley product demo, this isn’t just hype on stage. Singapore is positioning itself as Asia’s AI hub, pulling i
TOPSaves 20B and no need to sell chrome. Should be $300 now
2.54K
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2025-08-28
📉 SoFi Pulls Back: Greed, Growth, or Just Growing Pains? SoFi Technologies ($SoFi Technologies Inc.(SOFI)$
TOPAI consistently predicts year end target of $45 to $55. 3rd quarter results will take this to $40ish.