2.09K
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2025-11-24
Can Dell Technologies (DELL) Earnings Show Signs Of Rebound From Tech As AI Server Margins In Focus?
$Dell Technologies Inc.(DELL)$' upcoming earnings report for Fiscal Q3 2026 (Period ending October 2025) is scheduled to be released on Tuesday, November 25, 2025 (After Market Close). Dell stock has pulled back significantly (~15-20%) heading into this print. This creates an interesting "oversold" setup where the bar for a positive reaction might be lower than it was a few months ago. The market is anxious about AI server margins and the rising cost of memory components. DELL earnings would be interesting as we would be seeing how the AI narrative would be like when investors are anxious to look at its AI server margins, and this should give me some clues whether the AI bubbles might really formed? Earnings Per Share (EPS) Estimates Analysts and
TOPhappiness000: [666]DELL's ISG margins could surprise if memory costs stabilize. Backlog above $12B would confirm momentum[看涨]
1.46K
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2025-11-24
I am watching the doubling of Oracle's Credit Default Swap (CDS) spreads with significant concern, as it clearly signals a palpable rise in perceived risk regarding the company's enormous gamble on the Artificial Intelligence infrastructure buildout. The surge in the cost of insuring Oracle's debt to its highest level in two years—or even three, depending on the data source—is a direct reflection of investor anxiety over the multi-billion-dollar debt Oracle is taking on. This aggressive borrowing spree, with net adjusted debt potentially tripling by 2028, is a high-stakes strategy to challenge giants like Microsoft $Microsoft(MSFT)$
TOPEarnings next week will be key. Watching if ORCL's gamble pays off[看跌]
3.02K
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2025-11-24
US Market : Skip Thanksgiving Week (24 Nov) ?
It’s coming to 2 weeks since US government shutdown ended. On Wed, 12 Nov 2025, Trump signed the bipartisan funding bill that reopened the government and extended funding thru 30 Jan 2026. Effectively kicking the budget-bucket further down the road instead of addressing it heads on. With that, US economic reporting resumed, showing actual state of the US economy. Many believe these negative reports all played a role to further dampen US market sentiments, kickstarted by (a) Softbank, (b) Michael Burry and (c) Peter Thiel. Jobless Claims. (a) Weekly claims. For the week ended 15 Nov 2025, weekly initial claims fell by -8,000 to a seasonally adjusted 220,000 claims. (see above) Economists polled by Reuters had forecast 230,000 claims for the latest week. Note that latest claims data covered
TOPI think NVDA will be $250 by March or April next year. Not even worried at all. Large companies that sold recently booked huge profits, can't blame them. They didn't sell because they didn't believe in the company.
2.67K
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2025-11-23
$MU has been seeing some big flow lately.
$Alphabet(GOOGL)$ TPUs adding to $NVIDIA(NVDA)$ GPU demand. New TPU generation leans hard on HBM & $Micron Technology(MU)$ is one of the only suppliers with real capacity. As GOOGL scales TPU clusters, $Micron Technology(MU)$ becomes the go-to source for the extra memory the industry suddenly needs. $Micron Technology(MU)$ closing +2.98% | Volume 36.7M (≈ 1× avg)Range 9.64% | RSI(14) ≈ 58 (neutral zone)Intraday flow +$0.96B (3rd straight day of net inflow)Large lots modest net-out → small/mid lots catch, chips not loosened Technical Levels (1-3 day view)Support 202-205 ← multiple
TOPMU's momentum is solid, HBM demand surge keeps it hot![龇牙]
6.12K
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2025-11-24
🔥 This Week's Market Catalysts: Don't Just Watch, What's YOUR Trade?
Hey Tigers! 🐅A new week, a new opportunity! 🌟What's the first move you're making as the market opens?Jump in, share your plan, and let's make this week count!Let’s break it down. These stories drove the markets.More NewsWeekly Five Key Areas: Earnings, Macro, Singapore Stocks, Options, FuturesCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!🌍 Monday — Macro EconomyU.S. stocks declined last week despite positive corporate and economic news, as investors worried about high valuations and AI's profitability. The Nasdaq fell the most, while small-cap indexes held up slightly better. Although NVIDIA reported record earnings and strong guidance, its shares fel
TOPMy strategy will be simple this week, monitor for potential rebound in AI stocks like $NVIDIA Corp(NVDA)$ $Palantir Technologies Inc.(PLTR)$ after the massive plunge last week. Suitable for short term trade.
2.83K
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2025-11-23
$KE Holdings Inc.(BEKE)$ Starting to see profit...
1.65K
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2025-11-24
$Broadcom(AVGO)$ hope this week have the better gain...
TOPWith all the uncertainties in this economy, even the best earnings call couldnt save anyone.
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2.32K
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2025-11-24
$BIDU-SW(09888)$
TOPMost likely 102 to close weekly gap! There is another small gap at 98 range and around $90 ish highly unlikely it goes there-those a very small gaps!
2.66K
6.25K
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2025-11-24
$Taiwan Semiconductor Manufacturing(TSM)$ profit reduced a lot due to recent fall. Painful
TOP1k price target by 2030. This baby is going to grow into a strong sumo wrestler at Yokozuna level .
1.08K
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2025-11-24
$Alphabet(GOOG)$ bullish and hold
TOPGoogles base business is a cash machine AND Gemini Ai just leapfrogged ChatGBT AND Waymo self driving cars are clear first mover and way ahead of Tesla…..Tesla multiple way high and Google low given upside IMO. GL to longs. DYODD!
1.55K
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2025-11-24
$NVIDIA(NVDA)$ Waiting for nvda to break it's ATH [Happy]
TOPAI narrative needs to find a stronger base where all players in the industry are able to profit together.. now 80% of all profits is generated by NVDA... There is not enough power to turn on all the chips produced..
1.48K
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907
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2025-11-24
$Amazon.com(AMZN)$ Bullish on Amazon stock up 72% buying more at these prices price target $360
TOPRisk on market is back and oversold names like AMZN will be scooped up. I'm calling for another 2% up day on Monday for this stock. Feel free to make fun if my predictions are wrong which they definitely are at times, I just make them for fun from time to time.
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1.40K
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2025-11-24
$SGX(S68.SI)$ Patient and caustiously optimistic!
TOPTotally agree! SGX has solid fundamentals, patience will bring good returns.
7.50K
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2025-11-24
$NVDA 20260320 100.0 PUT$ Still good despite market volatility, stay resilient and patient.
TOPNvidia had strong Q3 with revenue going over 62% accumulatively, with a projected Q4 of $65 billion... dream green y'all
1.77K
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2025-11-24
$Nu Holdings Ltd.(NU)$ still qualify for task
TOPNU's widely known purple credit cards are generally Mastercards (a few are Visa's). Why not just invest in Mastercard? You participate in the South American credit card boom with none of the credit risk.