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DavidSG
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08-17
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779
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MaDLabbit
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08-17
$BIDU-SW(09888)$  $Baidu(BIDU)$  $BIDU-SW(09888)$  Baidu will report earnings on 18 Aug, from the charts it looks like it may break support level of 100 this week and may bounce around 93 - 95 level. I may add around this price as it is too undervalued it even goes below their book price. They have interesting business coming up like their Kunlun AI chip and Apollo self driving taxi And they are also into AI. I think we will know more from their earning calls tmr.
$BIDU-SW(09888)$ $Baidu(BIDU)$ $BIDU-SW(09888)$ Baidu will report earnings on 18 Aug, from the charts it looks like it may break support level of 1...
TOPRaymondReed: I added near 95 too, below book feels silly cheap. Kunlun and Apollo finally get some color on the call?
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677
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ykhoo
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08-17
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493
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ykhoo
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08-17
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438
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Atwosome
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08-17
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802
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Bobby Banana
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08-17
$Advanced Micro Devices(AMD)$ AMD is moving again! What's trigger it? AMD’s latest big move is mainly AI-related, but there were two very specific catalysts on Friday (Aug 14): 1. Baird raised its AMD price target to $1,250 — the highest on Wall Street. That helped trigger the sharp move as investors reassessed AMD’s upside from AI/data-center growth. 2. AMD’s $4.75B debt offering was viewed positively. AMD raised the money without issuing new shares, so there is no immediate equity dilution. Investors interpreted this as giving AMD more financial firepower for its AI expansion, supply commitments and data-center investment. 3. The broader semiconductor/AI trade is recovering. Semiconductor stocks have been rebounding strongly, with analysts pointi
$Advanced Micro Devices(AMD)$ AMD is moving again! What's trigger it? AMD’s latest big move is mainly AI-related, but there were two very specific ...
TOPMoiraHorace: 1250 off a target bump feels stretched lol. Can AI server backlog really hold into 2026 if margins wobble?
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574
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dnp
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08-17
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977
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DaraC
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08-17
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267
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S L Y X
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08-17
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144
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ynwaben
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08-17
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336
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听见鸟儿的声音
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08-17
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904
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Wayneqq
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08-17
$VanEck Semiconductor ETF(SMH)$   Real investing is like watching grass grow. It's supposed to be boring. The goal is not to trade every headline or chase every hot name, but to find a handful of exceptional businesses and stay with them.. Continue to DCA into chips..
$VanEck Semiconductor ETF(SMH)$ Real investing is like watching grass grow. It's supposed to be boring. The goal is not to trade every headline or ...
TOPblinky: I keep DCAing into SMH too, boring is exactly the point lol
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454
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T20211126001
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08-17
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16.99K
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LesterTan
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08-17
$UnitedHealth(UNH)$  Everyone is buying the mag 7 these days &forgot about other sectors  like Healthcare insurance. We need not put  everything in one basket. Good to diverify and unh is one solid stock to buy. It's the largest  Health insurance company in the US and has a solid track record. More upside To come.
$UnitedHealth(UNH)$ Everyone is buying the mag 7 these days &forgot about other sectors like Healthcare insurance. We need not put everything in on...
TOPBurnellStella: I rotated some tech profits into UNH too. Feels like healthcare finally gets a turn lol
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NewInvest
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08-17
$Sea Ltd(SE)$ Sea Ltd going up but still far from $196 reached in Sep 2025. Jia you!
$Sea Ltd(SE)$ Sea Ltd going up but still far from $196 reached in Sep 2025. Jia you!
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370
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jes h
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08-17
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638
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What for
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08-17
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759
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Talia_z
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08-17

Kuaishou Earnings Preview: Shares Down Over 36% — Can the Earnings Report Turn Things Around?

Kuaishou is set to release its second-quarter earnings report after the Hong Kong market closes on August 19. According to analyst estimates, Kuaishou’s Q2 2026 revenue is expected to reach RMB 35.506 billion, while adjusted EPS is estimated at RMB 0.89. Since the beginning of the year, Kuaishou’s stock has fallen by around 36%, reaching historically low levels and significantly underperforming the Hang Seng Index, which has declined by approximately 0.4% over the same period. Kuaishou’s revenue is mainly generated from three segments: online marketing services, live streaming, and other services. Online marketing is its largest revenue source, but growth has continued to slow, with its revenue declining in Q1. Live streaming has also been on a downward trend, with analysts expecting Q2 li
Kuaishou Earnings Preview: Shares Down Over 36% — Can the Earnings Report Turn Things Around?
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1.55K
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koolgal
·
08-12

DRAM vs LYTE: The Battle of the Bottlenecks - Buy The Dip Or Run For The Exit?

🌟🌟🌟The AI revolution has officially graduated from software hype to physical engineering warfare.  Fund manager Roundhill Investments has 2 of the hottest thematic ETFs - $Roundhill Memory ETF(DRAM)$ and $Photonics & Optics ETF(LYTE)$ .  These  ETFs allow investors to target the 2 most critical physical bottlenecks in modern data centres. With sudden regulatory fears and earnings volatility triggering sharp pullbacks across the sector, investors are facing a critical crossroad: Is it time to buy the dip on these fundamental hardware pillars or run for the exit? DRAM & LYTE: The Expense Ratio, Yield & AUM Both DRAM and LYTE are engineered by the same asset manager and
DRAM vs LYTE: The Battle of the Bottlenecks - Buy The Dip Or Run For The Exit?
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Tiger_comments
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08-17

From RMB 7,000 to RMB 10 Million: Niu Lai Goes Viral as Anthropic Prices in 2028

The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir
From RMB 7,000 to RMB 10 Million: Niu Lai Goes Viral as Anthropic Prices in 2028
TOP苏36: My Take: D — Wait I'm bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I'd rather wait. The key question isn't whether Anthropic is a great company — it's whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I would watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I'd rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]
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