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CC on ETFs
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02-27

Japan Stocks Hit Record Highs — Time to Enter or Stay Cautious?

Yesterday, the Nikkei 225 rose more than 1.2% at one point, breaking above the 59,000 mark and approaching the key 60,000 level, setting yet another record high. Since the start of the year, the Nikkei 225 has surged nearly 17%, ranking among the top performers across major global equity indices and significantly outperforming both US and Chinese markets. In terms of Japan-related ETFs, performance has been solid so far this year. The largest Japan broad-based ETF, $iShares MSCI Japan ETF(EWJ)$ , is up 14.54% year to date. $JPMorgan BetaBuilders Japan ETF(BBJP)$ has gained 14.50%, while $Franklin FTSE Japan ETF(FLJP)$ has risen 14.92%. Meanwhile,
Japan Stocks Hit Record Highs — Time to Enter or Stay Cautious?
TOPchizzoo: Nikkei's run is amazing! Might be wise to tread carefully thought.[开心]
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tiger_cc
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02-27
$Tesla Motors(TSLA)$ The weekly chart is tightening up significantly. The last bearish crossover of the 9- and 20-week SMAs occurred in late March 2025, when the stock had already fallen nearly 50% and was in the process of bottoming. This time, however, the crossover has developed while the stock has held up relatively well in comparison.
$Tesla Motors(TSLA)$ The weekly chart is tightening up significantly. The last bearish crossover of the 9- and 20-week SMAs occurred in late March ...
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1.32K
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Ethan Parker On Markets
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02-27

AI’s Hidden Cost Trap: Why Buying Microsoft in 2026 Means Subsidizing Nuclear Power

1. Arbitraging the Interconnection Queue In 2026, the binding constraint for AI expansion is no longer GPUs—it’s grid interconnection queues. Hyperscalers are effectively renting electricity through capital timing. Securing baseload rights ahead of peers creates an arbitrage on interconnection bottlenecks. North Virginia and Texas grid interconnection queues, showing 3–5 year delays 2. 25GW Non-Discretionary Redistribution of Margin Assume the AI sector adds 25GW of load: Annual consumption ≈ 219 million MWh PPA premium ≈ $60/MWh Non-discretionary redistribution of margin ≈ $13B/year This is a forced transfer of profits from hyperscalers to operators with existing nuclear assets. [Insert Image 2: Bar chart showing PPA-induced profit redistribution across cloud giants] 3. Scarce Assets: N
AI’s Hidden Cost Trap: Why Buying Microsoft in 2026 Means Subsidizing Nuclear Power
TOPRaymondReed: Spot on! Grid bottlenecks are key. Constellation Energy looks solid.[看涨]
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koolgal
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02-26
🌟🌟🌟Circle $Circle Internet Corp.(CRCL)$ very first financial report is simply amazing.  Circle is a revenue rocket reporting a staggering USD 3.1 billion in total revenue for FY 2025.  That is much more than many old guard fintechs  that has been around for a long time. In a world of unprofitable fintech, Circle delivered USD 540 million net profit.  They are simply growing exponentially. Circulation of USDC stablecoin hit a record USD 75.3 billion.  The real gem is the active transaction volume, which crossed USD 2.5 trillion. At the last closing price of USD 83.14, I believe that Circle is a great buy after its all time high of USD 298.99 last year. @Tiger_comments </

【🎁有獎話題】Circle財報後股價飆升35%!ETH敘事發生轉變?

@Crypto加密虎
小虎們,幣圈最近兩天迎來「短暫」回調,比特幣早盤一度衝擊7萬美元整數關口,以太坊也修復至2000美元,加密虎之所以說是短暫,是因為還不確定是超跌反彈,還是幣圈迎來新的春天,後續也有待觀察~~~[Shy] 而「穩定幣第一股」Circle財報出爐後,股價一夜狂飆35%,這次真的穩了嗎?財報背後透露的是ETH敘事發生轉變?[LOL] Circle用財報打臉質疑! 2月25日美股盤前,「穩定幣第一股」Circle Internet Group發布了2025年Q4及全年財報數據,當季度營收按年增長77%至7.7億美元,高於市場預期(7.47億美元);淨利潤為1.44億美元,按年大幅上升(近1.30億美元);EPS為每股0.56美元,調整後的EBITDA為1.67億美元,超市場預期(1.3億美元)![Miser] 其中穩定幣USDC流動量按年增長72%至753億美元,2025年全年營收錄得27.47億美元,按年增長64%;儲備收入按年增長70%至7.33億美元。業績指引方面,管理層希望維持多年CAGR增速40%的預期,略高出市場對未來三年增速預期,其他收入在2026年可以實現1.5-1.7億美元,按年增速46%。[Cool] 在財報公佈後,截至隔夜美股收盤,Circle飆升35.47%至83.14美元,刷新六週高位,錄得自2025年6月上市初期以來表現最強勁的交易日之一。同時幣圈概念股也有所反彈,其中Circle的合作伙伴Coinbase升超13.5%至183.94美元,BitMine升超10%至21.50美元,Strategy升超8.8%至135.65美元,Robinhood收漲5.64%至77.53美元。[666] 圖源:Circle財報 實際上,Circle的財報支撐依舊是利息和USDC流通量,在7.7億營收中,利息收入佔比就超過95%(7.33億美元),根據麥肯錫的最新數據,穩
【🎁有獎話題】Circle財報後股價飆升35%!ETH敘事發生轉變?
🌟🌟🌟Circle $Circle Internet Corp.(CRCL)$ very first financial report is simply amazing. Circle is a revenue rocket reporting a staggering USD 3.1 bi...
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2.53K
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Shyon
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02-26
This week, my focus is on $SIA(C6L.SI)$ after it hit a seven-month high of S$7.19. While net profit plunged due to last year’s one-off gain, the core business actually improved. Record revenue and a 1.9% rise in passenger yield stand out to me — in a competitive environment, regaining pricing power signals real strength in SIA’s premium positioning. To me, that yield pivot is the most important indicator this quarter. Of course, risks remain. Losses from Air India and weaker cargo demand are clear drags. I see Air India more as long-term strategic pain rather than structural damage, but the timeline for improvement will be key to sentiment. At current lev
This week, my focus is on $SIA(C6L.SI)$ after it hit a seven-month high of S$7.19. While net profit plunged due to last year’s one-off gain, the co...
TOPJessie6867: Excuse me, can Singapore Airlines buy it now?
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62.16K
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Elliottwave_Forecast
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02-26

Elliott Wave View: S&P 500 E Mini Futures (ES) Consolidating, Traders Eye Next Move

The S&P 500 E-Mini Futures (ES) has largely traded sideways with a modestly bullish bias since October 2025. The short-term cycle, which began from the November 21, 2025 low, remains in progress as a five-wave Elliott Wave structure. Wave 1 concluded at 7043, marking the all-time high in the Index. Following this peak, price action shifted lower in a zigzag formation. Specifically, wave ((a)) ended at 6864.5, while wave ((b)) terminated at 7011.5, as reflected in the one-hour chart. Wave ((c)) then extended lower to 6791.6, completing wave 2 at a higher degree. From that point, the Index turned upward into wave 3. However, a decisive break above the wave 1 high at 7043 is still required to eliminate the possibility of a larger double correction. From the wave 2 low, wave (i) advanced t
Elliott Wave View: S&P 500 E Mini Futures (ES) Consolidating, Traders Eye Next Move
TOPkookiz: Solid wave setup! Breaking 7043 could spark a big rally.[看涨]
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Lanceljx
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02-26
Nvidia’s report reinforces a key reality of this cycle: AI infrastructure demand remains structurally strong, but the market is now shifting from growth surprise to expectation management. 1. What the numbers really say The headline figures were undeniably powerful: Data centre +75% YoY confirms hyperscaler and sovereign AI spending has not slowed. Networking +260% is arguably the most important signal. It shows scaling clusters, not just buying GPUs. AI build-out is deepening. 75% gross margin indicates pricing power remains intact despite rising supply. This is not late-cycle behaviour. It reflects scarcity economics typical of an infrastructure supercycle. 2. Why the stock sold off anyway Markets reacted to forward friction, not backward strength: Gaming weakness (-13% QoQ) reminds inve
Nvidia’s report reinforces a key reality of this cycle: AI infrastructure demand remains structurally strong, but the market is now shifting from g...
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581
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Lanceljx
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02-26
Circle’s earnings, the Bitcoin rebound, and next week’s conference are not isolated events. They are part of the same narrative shift: crypto moving from speculative momentum back toward institutional infrastructure. --- 1. Circle’s earnings beat: why it matters more than the headline Circle’s results were genuinely strong, not just a trading squeeze. Revenue grew about 77% YoY, driven by expanding USDC usage rather than pure crypto price appreciation.  USDC circulation reached roughly $75B, up 72% YoY, signalling real adoption growth.  Shares surged sharply after earnings as investors viewed stablecoins as a structural winner even during crypto volatility.  Key interpretation: Circle is increasingly behaving like a financial infrastructure company, not a crypto beta trade.
Circle’s earnings, the Bitcoin rebound, and next week’s conference are not isolated events. They are part of the same narrative shift: crypto movin...
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627
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Lanceljx
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02-26
The market is approaching a familiar but important inflection point. Gold is no longer driven by a single factor. It now sits at the intersection of geopolitics, monetary policy, and structural reserve diversification. The question is not whether geopolitical premium exists, but whether it shifts from background support to primary price driver. --- 1. Is geopolitical premium about to reprice? Yes, but only under specific conditions. Gold typically reacts in three phases during geopolitical escalation: Phase 1: Risk signalling (what we see now) Rhetoric rises, uncertainty increases, and gold grinds higher gradually. Markets price probability, not outcome. Phase 2: Shock repricing If military action or direct escalation occurs, safe-haven flows accelerate rapidly. This is the scenario behind
The market is approaching a familiar but important inflection point. Gold is no longer driven by a single factor. It now sits at the intersection o...
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671
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Mrzorro
·
02-26
Circle Q4 Earnings: Circle beats, sparking inflows; institutions bet on crypto's real-world adoption $Circle Internet Corp.(CRCL)$   , the issuer of the USDC stablecoin, delivered stellar results for the fourth quarter (Q4) of 2025. The report highlighted the company's business resilience and directly drove a 35.47% surge in CRCL shares on February 25, 2026, triggering a broad-based rebound across the crypto sector.  This phenomenon reflects traditional capital's validation of cryptocurrency in real-world scenarios, such as cross-border payments, DeFi (on-chain finance), and institutional settlement. Financial Highlights: Significant Growth in Circulation and Volume Circle's Q4 report demonstrated USDC's stability amidst market vola
Circle Q4 Earnings: Circle beats, sparking inflows; institutions bet on crypto's real-world adoption $Circle Internet Corp.(CRCL)$ , the issuer of ...
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1.31K
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xc__
·
02-26

🚨 AI Reset Alert: Is the Hype Fading? Salesforce Stumbles on Guidance, C3.ai Slashes Deep, CoreWeave Battles Delays! 🔥

$CoreWeave, Inc.(CRWV)$ Buckle up, folks! The AI landscape is shaking like a glitchy neural net. 😵‍💫 With Salesforce dropping a solid Q4 beat but whispering softer vibes for the future, C3.ai swinging the axe on jobs amid epic misses, and CoreWeave dodging infrastructure potholes— is this the great AI software reset we've been whispering about? Let's dive deep into the drama, crunch the numbers, and see if near-term wins are getting buried under long-term clouds. No fluff, just facts up to February 26, 2026. 📈 First off, Salesforce ( $Salesforce.com(CRM)$ ) just wrapped FY2026 with a bang: Q4 revenue hit $11.2 billion, up 12% year-over-year—their zippiest growth in two years! 🎉 They smashed expectations, w
🚨 AI Reset Alert: Is the Hype Fading? Salesforce Stumbles on Guidance, C3.ai Slashes Deep, CoreWeave Battles Delays! 🔥
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1.11K
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Mrzorro
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02-26
CoreWeave 4Q25 Preview: Execution is the Only Catalyst That Matters Now – CoreWeave is scheduled to report earnings on Thursday, February 26, after the market close. – The most important number to watch is active power. – Options traders see an expected move of +/- 19% on earnings. $CoreWeave, Inc.(CRWV)$   heads into 4Q25 with fewer headline distractions than earlier in the year. In Q2 and Q3, investors were flooded with upbeat intra-quarter updates such as large deals, contracted power, capital raises, and M&A, which diluted the earnings print as a standalone catalyst. Q4 has been quieter, so the earnings day itself has a better chance of carrying the narrative.  That quieter newsflow comes with a higher bar. The stock has tra
CoreWeave 4Q25 Preview: Execution is the Only Catalyst That Matters Now – CoreWeave is scheduled to report earnings on Thursday, February 26, after...
TOPzubee: 121% IV looks taste for option sellers[龇牙]
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Shyon
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02-26
$Circle Internet Corp.(CRCL)$ Circle’s quarter reset the narrative for me. $770M revenue (+77% YoY), EPS $0.43 vs. $0.16 expected, and a 54% EBITDA margin prove this isn’t just a rate-spread story anymore. With USDC circulation at $75.3B and explosive on-chain volume, the 35% surge in Circle Internet Corp. looks fundamentally driven, not speculative. More importantly, Circle is evolving beyond reliance on Coinbase and positioning itself as infrastructure. Arc and its payments network show it wants to own the pipes between banks and blockchain — that’s where the long-term moat lies. As for strategy, I’m not blindly chasing after such a sharp spike, but I’m also
$Circle Internet Corp.(CRCL)$ Circle’s quarter reset the narrative for me. $770M revenue (+77% YoY), EPS $0.43 vs. $0.16 expected, and a 54% EBITDA...
TOP1PC: Nice Sharing 😁 @DiAngel @JC888 @Barcode @koolgal @Shernice軒嬣 2000 @Aqa
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Pinkspider
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02-26

AI REVOLUTION

CURRENT STATE OF THE AI REVOLUTION: The fact that Nvidia, $NVDA, just posted $68.1 BILLION in quarterly revenue yet markets are unimpressed is telling. Nvidia's free cash flow jumped nearly +$20 BILLION year-over-year and the company crushed just about all expectations. In fact, there is not much more Nvidia could have said to reaffirm how strong demand is for their products. Meanwhile, the stock went from +4% to -4% as the market reopened. Why is this happening? Because expectations are so high that it's becoming difficult to impress. At this stage, companies do not just need to beat earnings, they need to beat the beat. Still, Nvidia's earnings have reaffirmed our view: The AI Revolution is accelerating.
AI REVOLUTION
TOPBruceBryant: High expectations made it hard to impress, but AI's still accelerating![看涨]
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xc__
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02-26

🚨 Jamie Dimon Just Sounded the 2008 Alarm – But Warren Buffett's $382B Cash Monster Is Locked and Loaded! 💰😱

$JPMorgan Chase(JPM)$ JPMorgan Chase CEO Jamie Dimon is ringing serious bells. He sees today's frothy markets mirroring the wild pre-crisis years of 2005-2007: soaring asset prices, everyone chasing quick wins, heavy leverage creeping in, and a "sky's the limit" mindset taking over. "The rising tide is lifting all boats again," he warned investors this week, noting some players are already doing risky things just to keep up. Competition is fierce, euphoria is building – classic setup for trouble ahead? 🛑📉 Enter the ultimate contrarian: Warren Buffett. While the crowd parties, Berkshire Hathaway sits on a jaw-dropping $382 billion in cash and short-term Treasuries – the largest corporate reserve in U.S. history, bigger than the combined hoards of Mi
🚨 Jamie Dimon Just Sounded the 2008 Alarm – But Warren Buffett's $382B Cash Monster Is Locked and Loaded! 💰😱
TOPglimzy: Buffett's approach is spot on. I'm hoarding cash to grab bargains when markets tank.[看涨]
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Sporeshare
·
02-27
$AEM SGD(AWX.SI)$    Aem - Finally, she is back in the black with FY net profit of 17.148m, declared Final dividend of 1.3 cents. At current price of 2.03, yield is merely 0.64%. Price seem trading at premium price level! Profit margin is 4.1%. PE 37.9x . Let's see how the market react! • Revenue for FY2025 reached S$399.3 million, up 5% year-on-year, driven by the ramp with its major Artificial Intelligence (“AI”)/High-Performance Computing (“HPC”) customer and continued adoption of its advanced test solutions. • Profit before tax increased 51.6% year-on-year to S$21.3 million. PBT margin improved 1.6 ppts to 5.3%, due to higher revenue and thus improved operating leverage. • The Board of Directors have recommended a final dividend of
$AEM SGD(AWX.SI)$ Aem - Finally, she is back in the black with FY net profit of 17.148m, declared Final dividend of 1.3 cents. At current price of ...
TOPAmyMacaulay: Solid turaround! AI ramp driving growth, dividend's a bonus.[开心]
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BTS
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02-27
$NVIDIA Corp(NVDA)$   The earnings performance of NVIDIA (NVDA), combined with a 5-year low in stock valuation, creates a compelling dilemma NVDA's record-breaking results show that even good news may no longer be enough to satisfy lofty earnings expectations; this price action intensifies the valuation debate of bargain or value trap, especially as "2027 Anxiety" persists over whether the moat is intact amid rising competition and shifting market conditions If Blackwell shipments exceed expectations, Jensen silences doubters with strong AI dominance data, and the second leg of the AI bull market begins, likely leading to a bullish breakout toward $200 Even with solid earnings, but enthusiasm fades amid broader macro risks and profit-tak

Nvidia Earnings: Valuation at 5-Year Low! Can Nvidia Break "Earnings Curse"?

@Tiger_comments
Tomorrow after the close, $NVIDIA(NVDA)$ will report earnings.On one side, Wall Street’s ever-rising expectations; on the other, macro geopolitical tensions, renewed tariff noise tied to Trump, and growing market anxiety over whether AI spending can stay this hot into 2027.1. Earnings Expectations: Good News May No Longer Be EnoughCurrent consensus puts Q4 revenue around $57 billion, with data center expectations the most aggressive — analysts have lifted forecasts from about $52.7B six months ago to roughly $60.1B now.Recently, even when Nvidia beats expectations, the stock hasn’t reacted strongly. Once “surprise” becomes standard, marginal impact declines. Options pricing currently implies about a ~6% move this week — in either direction.2. Valu
Nvidia Earnings: Valuation at 5-Year Low! Can Nvidia Break "Earnings Curse"?
$NVIDIA Corp(NVDA)$ The earnings performance of NVIDIA (NVDA), combined with a 5-year low in stock valuation, creates a compelling dilemma NVDA's r...
TOPriffy: NVDA's Blackwell could ignite the next wave. Holding for upside![看涨]
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Fistein
·
02-27
$Lithium Americas Corp.(LAC)$  $10 Target Price once Zimbabwe ban Lithium Exports, coupled with China's rare earth export restrictions.   Key Growth Catalysts for LAC: 1. Project Development & Financing- Substantial Government Backing in Thacker Pass Project.  The U.S. Department of Energy (DOE) loan of $2.23 billion, with $435 million already drawn, significantly reduces funding risk and provides low-cost capital. Furthermore, reports of the U.S. government taking a direct equity stake (potentially up to 10%) emphasize the project's strategic national importance and provide additional financial and political support. Strategic Partnership with General Motors (GM): A joint venture and long-term offt

Lithium Shares Rise With Sigma Lithium up 28%; Albemarle up over 8%. Zimbabwe Bans Exports of All Raw Minerals and Lithium Concentrates

UPDATE 2-Zimbabwe bans exports of all raw minerals and lithium concentrates, cites malpracticesSays reviewing export systems to plug leakages Africa's top lithium producer wants more local processingExported 1.1 mln metric tons of lithium concentrates in 2025Adds details from paragraphs 5-12By Chris Takudzwa Muronzi
Lithium Shares Rise With Sigma Lithium up 28%; Albemarle up over 8%. Zimbabwe Bans Exports of All Raw Minerals and Lithium Concentrates
$Lithium Americas Corp.(LAC)$ $10 Target Price once Zimbabwe ban Lithium Exports, coupled with China's rare earth export restrictions. Key Growth C...
TOPcozyzi: Solid points! LAC's catalysts look strong.[看涨]
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koolgal
·
02-27
🌟🌟🌟I believe that Circle $Circle Internet Corp.(CRCL)$ rally still has legs.  Despite the 35% jump, the consensus analyst Target remains in the USD 126 to USD 131 range.  Some analysts including Seaport Global are even eyeing USD 280, citing a massive acceleration in on-chain utility. Technical analysts see the surge past the USD 77 resistance as a breakaway gap that could signal a major new uptrend. Another major catalyst is the Circle Payments Network or CPN.  It isn't just a platform.  It has moved Circle from just a stablecoin issuer to a global financial utility. CPN is also being engineered for Autonomous AI Agents.    This is Circle's Agentic AI Moonshot and the market is enormous.  Expect trillions
🌟🌟🌟I believe that Circle $Circle Internet Corp.(CRCL)$ rally still has legs. Despite the 35% jump, the consensus analyst Target remains in the USD ...
TOP1PC: Nice Sharing 😁 @JC888 @Barcode @Shernice軒嬣 2000 @Aqa @DiAngel @Shyon
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koolgal
·
02-27
🌟🌟🌟On February 26 2026, $NVIDIA(NVDA)$ fell over 5 % despite an earnings beat.  When the giant sneezes, the tech heavy Nasdaq catches a cold, dropping 1.2% as investors question if the growth is sustainable. However this is a great buying opportunity.  Nvidia did not fall because the business is failing.  It fell because it did not exceed the high expectations of the most aggressive speculators. The reality is that Nvidia's revenue grew 73% YoY and its margins stayed at a massive 75%. Blackwell is in full scale production and demand is skyrocketing. If you are using a Dollar Cost Averaging strategy, this drop in NVIDIA's share price is exactly what irons out your long term cost basis.  You would be buying a wonderful company

【📠期貨趨勢解碼】美股頭部結構仍未被打破,逢低睇升黃金同VIX依然值得考慮?

@期貨茄哩虎
各位小虎們大家好!交易員Owen先祝大家馬年大吉!新年繼續在資本市場賺多多![Sly]隔夜美股盤後,「算力沙皇」英偉達繼續發布超預期財報,當季總營收按年增長73%至 681.2億美元,淨利潤按年變化79%至395.5億美元,遠超市場預期的374.9億美元!數據中心季度營收為623.1億美元,高於預期的603.6億美元,超過90%的營收均來自數據中心![Cool]業績指引同樣超預期,預計2026年Q1營收為780億美元,上下浮動2%,分析師預期為726億美元,但英偉達表示本次預測並未計入來自中國的數據中心收入![Surprised]2026年以來,英偉達的股價(年升幅為4.86%)表現超過美股七巨頭以及其他科技大廠,更是超過了美股三大指數,依舊是當之無愧的「算力沙皇」,在萬億美元市值俱樂部中,實現上升的只有蘋果(升幅僅為0.87%)![666]過去兩週,Alphabet、Meta和亞馬遜先後公佈了遠超預期的2026年資本支出計劃,不僅是他們,整個超大規模數據中心聯盟(亞馬遜、谷歌、微軟、Meta)2026年的資本支出預期高達6500億美元!!!如果算上甲骨文和CRWV,這個數字更是飆升至7400億美元,這意味着按年增長70%,是 2025 年底市場普遍預期的 35% 增長率的兩倍![Miser]如果達到7000億美元的目標,實際上相當於這些企業的數據中心現金流的100%,根據Bloomberg的推算,按這個速度,到2028年,全球數據中心所需的資本支出約為 2.9 萬億美元(而且這個數字還在不斷增長),但目前的資本支出只能滿足其中的一半左右。這意味着,各種形式的債務——包括企業債務、資產支持證券/商業抵押貸款支持證券,必須填補剩餘的1.5萬億美元(而且還在不斷擴大)的缺口。[OMG]因此,目前Owen的策略不變,仍然是小倉位的押注SPY的看跌買方頭寸,並持有VIX的看多頭寸,
【📠期貨趨勢解碼】美股頭部結構仍未被打破,逢低睇升黃金同VIX依然值得考慮?
🌟🌟🌟On February 26 2026, $NVIDIA(NVDA)$ fell over 5 % despite an earnings beat. When the giant sneezes, the tech heavy Nasdaq catches a cold, droppi...
TOPhistoryiong: Spot on! This dip is a gift for DCA investors. Solid fundamentals and growth ahead.[看涨]
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