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2025-09-02
Morgan Stanley predicts that the Fed is about to be "dovish". Is it time to go long on U.S. debt?
According to Morgan Stanley's forecast, the Fed could cut interest rates more than the market currently expects. Economists on the bank's interest rate strategy team came to the above view after updating their forecast scenario from now until the end of next year.Their current base forecast is that the Fed will cut interest rates by 25 basis points at its meeting this month and make similar cuts at every other meeting until December 2026.However, after assessing other possibilities for the U.S. economy, Morgan Stanley believes that the "balance point" of these possibilities should be more dovish.Regarding Federal Reserve Chairman Powell's previous speech at the "Global Central Mothers Annual Meeting", the market generally interprets that the Federal Reserve will adopt a looser stance in th
TOPMortimer Arthur: Historically, major TLT bull runs often followed periods of very heavy short interest. The logic: once everyone is leaning bearish, the trade is crowded. Any catalyst (Fed cut, recession fears, crisis) forces covering, and TLT rallies hard.
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2025-09-02
Crucial HPE Earnings To See If Growing Demand For AI Infrastructure Still Persist
$Hewlett Packard Enterprise(HPE)$ is scheduled to report its fiscal Q3 2025 earnings after the market closes on Wednesday, September 3, 2025. This report comes at a crucial time for the company, as it navigates a competitive market and aims to capitalize on the growing demand for AI infrastructure. Revenue: Approximately $8.85 billion to $8.88 billion, which would represent a significant year-over-year increase of around 14-15%. This anticipated growth is largely driven by a strong order backlog and demand for AI servers. Earnings Per Share (EPS): The consensus for adjusted EPS is in the range of $0.18 to $0.44. The wide range and the fact that most analysts expect a decline in EPS year-over-year suggest concern about profitability and margins. Hew
TOPIf Neri leaves and is replaced by a new younger and more aggressive CEO, the stock will see $30 in no time!
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2025-09-02
6 Key Details to Place an Options Trade (Step by Step 🚀) | #OptionsHandbook EP040
Compared with the relatively simple stock trading interface, placing an options order looks a bit more complex. 📒 But don’t worry — The Options Handbook has a dedicated chapter walking you through paper trading so you can go from 0 to 1 in no time. Here are the 6 details to watch out for: ▶ Detail 1: Pick your underlying asset — this could be a stock, ETF, or index. Tap the “Options” tab. ▶ Detail 2: On the options chain, switch the expiration date, and pick a contract to view the details of one specific option. ▶ Detail 3: Tap "Demo Buy" or "Demo Sell" at the bottom. Double-check the direction — don’t mix it up! ▶ Detail 4: Set contract details, such as quote type, strike price, number of contrac
4.63K
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2025-09-02
🐂 $BABA vs 🐺 $MEITUAN – Trend Rider or Underdog Gambler?
Investors in China tech are facing a familiar dilemma: follow the major trend or bet on an underdog comeback? Alibaba ($BABA) surged 12% after its latest earnings, underscoring how scale, margin recovery, and favorable policy support can reignite investor confidence. Riding $BABA aligns you with momentum and fundamentals, giving safer compounding returns as e-commerce and cloud operations stabilize. The Street’s targets now point toward the $90–100 zone if support near $80 holds firm. Meituan ($MEITUAN), on the other hand, tumbled sharply after reporting earnings. Yet, in every selloff lies the seed of opportunity. If Meituan can demonstrate cost discipline and benefit from a rebound in Chinese consumer demand, a mean-reversion rally back toward HK$125–130 is entirely possible. The risk? A
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2025-09-02
I have been closely monitoring the market as September approaches, and the post you shared certainly raises some valid concerns. The idea that hedge funds and large speculators are betting on continued calm by shorting the VIX is intriguing, yet the mention of the potential September Effect has me on edge. Given my own experience with volatility, I can see why this might signal trouble ahead. My portfolio in August was quite a rollercoaster. The majority of my stocks experienced significant pullbacks, which led to an overall loss by the end of the month. It was a challenging period, and I found myself reevaluating my strategy as the market shifted unexpectedly. The reference to the Fed-Trump drama in the post resonates with me, as I have noticed how such uncertainties can impact market sen
TOPSuffered a 5-figure loss in August due to pullback despite good ER for some stocks.
2.24K
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2025-09-02
$BABA-W(09988)$ $阿里巴巴-W(09988)$ 上星期賣put月結117.5接左貨，之後第二日又放唔出，結果一出業績就暴升，今次我真係好好好彩[开心] 。上星期五賣左一張“117.5call，淨餘500股而家以136.5賣左佢收左錢先 。多謝巴巴 。正[爱你] $恆生指數(HSI)$
TOPA blessing in disguise
985
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2025-09-02
Snowflake’s Soaring Earnings: Strong Growth, Improving Margins, but Is the Stock Still a Buy?
$Snowflake(SNOW)$ Snowflake Inc. (NYSE: SNOW) has once again captured Wall Street’s attention with its latest quarterly results, which sent shares soaring. The data cloud leader reported robust revenue growth, impressive customer retention metrics, and steady progress toward profitability. Yet, the rally also raises a critical question for investors: with shares trading at a premium, does Snowflake still represent an attractive buying opportunity, or is caution warranted at these higher valuations? In this article, I’ll walk through Snowflake’s performance in detail, evaluate its customer economics, examine its cash flow and profitability trajectory, and provide an updated valuation using my proprietary discounted cash flow (DCF) model. Finally, I
TOP$239 is steep. Waiting for $215 before diving in.
4.91K
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2025-09-02
JD Property’s $1B REIT in Singapore: A Game-Changer for E-Commerce Logistics?
$JD.com(JD)$ Singapore’s financial markets could soon welcome a major new entrant in the form of a billion-dollar real estate investment trust (REIT) sponsored by JD Property, the infrastructure arm of Chinese e-commerce titan JD.com. If approved, the offering could debut on the Singapore Exchange (SGX) as early as next year, potentially marking one of the largest listings in the logistics REIT space in recent memory. The deal highlights not only the rising importance of e-commerce logistics but also Singapore’s positioning as a strategic hub for Asian capital and technology-driven supply chains. Backed by logistics parks, modern smart warehouses, and advanced infrastructure, the proposed REIT could attract both institutional and retail investors ea
TOPNice analysis! JD’s direct investment will demonstrate its long-term e-commerce capabilities in Singapore.
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2025-09-01
Now is an attractive entry point for long-term investors. Escalating competition in China's food delivery is expanding the market, validating Meituan's moat, and strengthening its user base despite near-term margin pressure. Emerging segments like Instashopping and in-store services are scaling rapidly, diversifying Meituan's business and deepening consumer trust beyond food delivery. While margins may remain pressured short-term due to subsidies, I expect profitability and multiples to rebound as competition normalizes by FY26.
TOPCompetition builds moat. Meituan's future looks bright! Buy now!
1.10K
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2025-09-01
$SE 20251219 40.0 PUT$ High premium earn for selling put option
2.29K
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2025-09-01
$Alphabet(GOOG)$ Highest profit share that i am still holding on
TOPWow, what’s your target price of Google?
1.05K
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2025-09-01
$BABA-W(09988)$ #bullish. Hopefully it will go higher! Took some profit n holding some for target 150-160!
TOPAgree with you. This quarterly report demonstrated Alibaba's ability to integrate multiple businesses.
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2025-09-01
$Apple(AAPL)$ I feel if proven beyond a reasonable doubt that someone is filing a false rape claim, such actions should be met with much harsher punishment. This will allow actual victims who don't have strong evidence to still present their case without worry.
TOPApple’s momentum still looks resilient despite broader volatility.
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2.71K
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2025-09-02
$KMI 20250829 27.5 CALL$ It's nice when something finally pays off.
TOPCongrats 🎉 KMI momentum looks steady lately, how long are you planning to ride this move?
2.38K
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2025-09-02
$NVIDIA(NVDA)$ This week it will 🚀to $180 🧐🧐
3.13K
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2025-09-02
$Alibaba(BABA)$
TOPHaha, you’re so patient, but the patience brings back profits.
1.76K
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2025-09-02
$CRITICAL METALS CORPORATION(CRML)$ I have posted a brief history of the beginning of last week but sadly, it has not been shared or distributed. If anyone is keen to know how I started my investment journey with this mining firm, please head to my post to view it. If possible, share it so that more people gets to read and understand this company. I think it is fundamentally important for us to understand what we are buying. It could be just technical chart analysis, but it would still be reasonable to know what we are investing into. Of course if it's a day trade, there's no need for it. Rare earth and many critical minerals will only grown in importance with the increase in new high tech applications. AI generates applications such as autonomous
TOPNice analysis! I think CRML is a good company to invest in now.
1.84K
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2025-09-02
$ProShares Ultra Silver(AGQ)$ Yes, silver futures looks overbought, with RSI going above 80. So is AGQ as seen in its daily chart (secondary chart, not shown here). However, that doesn't mean silver price can't go higher. Gold is breaking new all time high... silver price is definitely gunning for $50, above its all time high price of $49.51. At least that is its short to middle term target. The next resistance for AGQ is $63, which is reachable in this rally. After that would be into the $70s, as can be seen in the weekly chart below. With Donald Trump destabilising the US Fed and effectively diminishing the trust in USD as a world trade currency, more central banks would move into alternatives such as gold and to a smaller extent, sil
TOPAGQ overbought? Who cares! Silver’s heading to $50!