4.75K
·
2025-10-28
Qualcomm's Short-Squeeze Spectacle – Wake-Up Call or Just Hype on Ice?
Up until yesterday, $Qualcomm(QCOM)$ was the awkward outsider at the AI party: everyone from NVIDIA to AMD was getting cozy with the big dogs, but Qualcomm? Crickets. Then BAM – they drop AI 200 and AI 250, two data-center beasts aimed straight at the AI accelerator arena. Stock rockets 21%+, slapping on $20 billion in market cap like it's no big deal. But here's the kicker: this wasn't your typical "news dump and dump" frenzy.Trading-wise, the surge didn't spike in the first frantic minutes like some algo-fueled sugar rush. Nah, it simmered for a solid 20+ minutes, building that sweet, torturous upside before the inevitable cooldown. Contrast that with $Advanced Micro Devices(AMD)$ 's October 6th OpenAI o
TOPMortimer Arthur: QCOM has long been the 'black sheep' in the chip universe. The result, financial metrics, e.g. P/E, P/Sales etc., are out of synch with others in the group
14.36K
·
2025-10-28
Quantum - Buy The Rumours, Buy WQTM !
Next IT Wave Is Here. I think it is fairly certain to proclaim that the next wave after AI, will be quantum computing (QC). For all you know, it might even supersede AI given its “speed of light” processing prowess and weaker energy consumption appetite. A “greener” technology if I may add, what’s not to like ? The Hurdle. The one key hurdle that QC needs to overcome, it the ability to maintain qubit stability while scaling up the number of qubits needed to perform useful computations reliably. Innovations in quantum materials, new qubit designs, error correction techniques, and control methods continue to be the focus of intense research to overcome this obstacle. The Usefulness. QC in 2025 is transitioning from lab to practical business applications, as we speak. Early adopters include b
TOPExciting times ahead in tech! 🚀 [Cool]
1.65K
·
2025-10-28
Enjoy META earnings week without guessing the ups and downs
$META Platforms, Inc. (META) $Third Quarter 2025 Financial Results will be released on Wednesday, October 29, 2025 after the market closes.Wall Street analysts expect META Platforms (META) to report quarterly earnings of $6.60 per share in its upcoming report, representing a year-over-year increase of 9.5%. Revenue is expected to reach $49.43 billion, up 21.8% from the year-ago quarter.META Platforms (META) is relying on strong ad revenue growth prospects to fuel its business. Despite macroeconomic uncertainty, Meta's ad revenue is expected to benefit from continued strong growth in ad spend as advertisers leverage its increasingly powerful artificial intelligence (AI) capabilities to deliver.According to the Zacks Consensus Estimate, Meta's ad reven
24.07K
·
2025-10-28
📽️ Did you miss out on today’s One Good Trade 10AM live show with SGX Academy trainer Joey Choy?
📺 The replay is now up! https://www.youtube.com/watch?v=Q6Yimr7rFh0 ▶️ Watch Joey revisit his 26 August 2025 view on $YZJ Shipbldg SGD(BS6.SI)$ Singapore shares – up 18.5% in 42 days after the last show to his target level of $3.50, while Yangzijiang call warrant KLGW gained 45% over this period. Hear about his latest view on City Dev and from Jamie on using Macquarie Warrants’ tools to demonstrate how City Dev warrants will perform given Joey’s latest views! The warrants mentioned on the show were: ✳Yangzijiang call $YangzijiMBeCW260227(KLGW.SI)$ https://warrants.com.sg/tools/HistoricalPerformance/KLGW ✳City Dev call $CityDev MBeCW260130(SCEW.SI)$ : http
4.54K
·
2025-10-28
🌏 US–China Talks Ease Global Tensions: A New Wave for Stocks, a Pause for Gold views on Nvidia and IWM
🌏 US–China Talks Ease Global Tensions: A New Wave for Stocks, a Pause for Gold The long-standing tension between the United States and China appears to be easing after the recent Kuala Lumpur consultations, where both sides reportedly reached a basic consensus. This breakthrough moment—especially progress on TikTok, soybean purchases, and rare-earth export restrictions—has ignited optimism across global markets. With diplomacy back on the table, investors are watching closely to see if this could mark the start of a sustained rally across sectors sensitive to trade and tariffs. ⸻ 💹 A Breath of Fresh Air for Tariff-Affected Stocks The easing of US–China trade tensions is particularly bullish for companies like NVIDIA (NVDA) and other technology firms heavily reliant on global semiconductor
TOPNVDA was about 50 P/E when it was $120. Here at $190 it still is. Tomorrow at $250 it'll still be.
4.16K
·
2025-10-24
$Intel(INTC)$ delivered a solid Q3! Strong growth in Data Center & AI nicely offset PC weakness. Its transformation into an AI powerhouse is underway, fueled by IDM 2.0 and new products like Gaudi 3. Bullish on this comeback story - holding for the AI era!
4.50K
·
2025-10-27
$BitMine Immersion Technologies Inc.(BMNR)$ has been consolidating, closely tracking ETH's pace. With Ethereum building solid support at $3.7K-$4K and forming a bull flag, a decisive breakout above $5K would be the key signal for the sector's next leg up. Staying confident in my thesis and keeping a close watch!
3.71K
·
2025-10-27
$Broadcom(AVGO)$ The demand for AI chips, especially in networking, remains vastly underestimated. As a key enabler, Broadcom's revenue potential isn't fully priced in yet. I firmly believe in my thesis – its growth trajectory will smash expectations in the coming years. Still bullish!
2.74K
·
2025-10-27
$NVIDIA(NVDA)$ 's dominance in high-performance chips is undeniable. Those securing a spot in its supply chain have seen stellar results. This investment thesis has proven right, and I'm sticking with it. Bullish on what's ahead!
3.41K
·
2025-10-27
$Navitas Semiconductor Corp(NVTS)$ Still bullish on Navitas! NVTS is building a solid base here. Just waiting for a catalyst—strong earnings or a design-win—to ignite the move. My thesis holds strong; patience will pay off.
3.50K
·
2025-10-27
$Baidu(BIDU)$ , an early pioneer in "All in AI", is now cashing in! Their just-released Q2 report shows AI-driven revenue (smart cloud & autonomous driving) smashed through 10B RMB, soaring 34% YoY. With such deep AI expertise and trading at just 10x PE, $200 seems totally within reach. Holding strong and staying bullish!
3.37K
·
2025-10-27
$Palantir Technologies Inc.(PLTR)$ signs a LOI with Poland's Defense Ministry, steadily expanding its government footprint. This further validates its core business model. Confident in its long-term value as new highs approach.
6.33K
·
2025-10-27
$CRITICAL METALS CORPORATION(CRML)$ $500B market cap for CRML? Absolutely solid thesis. The key shift this year: projects moved from "testing" to "on-ground execution". With a robust cash position, they're fully armed. I'm staying bullish and waiting for the value to unfold!
2.88K
·
2025-10-27
$Robinhood(HOOD)$ Still bullish on HOOD! Crypto's future is vast, and they've already launched products that drive revenue—way ahead of competitors still stuck in the PPT phase. This is the " $NVIDIA(NVDA)$ of Finance". The dominant leader is destined to soar higher. Let's go!
3.86K
·
2025-10-27
$Oklo Inc.(OKLO)$ This AI bull market is lifting nuclear energy too! OKLO's epic rally says it all. With the US pushing nuclear expansion and the future of fusion, I'm confident in my investment thesis and remain bullish.
1.69K
·
2025-10-27
$CoreWeave, Inc.(CRWV)$ Big news from CRWV! The Chief Development Officer confirmed a major shift: client contracts are jumping from 3 to 5 years. This solid proof of rocketing "inelastic demand" for computing power greatly enhances future revenue visibility. Staying bullish!
3.10K
·
2025-10-27
$Opendoor Technologies Inc(OPEN)$ is no longer just a broker; it's redefining real estate with AI and algorithms, and will be a key bridge to tokenization. I firmly believe in my investment thesis and remain bullish on this platform tech company's future!
3.24K
·
2025-10-27
$Advanced Micro Devices(AMD)$ 's partnership with OpenAI gave the stock a massive 51% boost! But beyond the short-term hype, I'm betting on the long game. AMD's "open ecosystem" approach is a strategic masterstroke, proving more resilient and full of potential than closed systems. With the Fed pivot and sector rotation in play, I'm holding strong – time will prove AMD's strategic vision.
2.97K
·
2025-10-27
$Coinbase Global, Inc.(COIN)$ BTC breaks out strong this weekend, firmly above $110k. The bottom is solid. $COIN, as a core beneficiary, is just starting to tap into the stablecoin dividend. My investment thesis holds — staying bullish!
3.32K
·
2025-10-28
$Advanced Micro Devices(AMD)$ scores again! Teaming up with the U.S. Department of Energy on a $1B supercomputer project for breakthroughs in cancer treatment and nuclear energy. The stock is reacting positively. As the AI arms race heats up, AMD's tech is proving its worth. Bullish in the future!