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08-24
Yes—but I think the more interesting question is why Wall Street is upgrading them. The latest analyst moves suggest investors are no longer simply chasing “AI winners.” They are looking for companies positioned to monetize the next stage of the cycle. Apple is the clearest example. Redburn upgraded AAPL to Buy and lifted its target from $260 to $400, betting on a stronger product cycle and AI-driven opportunities. Meanwhile, BMO’s bullish coverage of NVDA, AMD, AVGO, MRVL and MU shows that AI spending is still spreading across the entire infrastructure stack—not just GPUs. For me, that is the key takeaway: the market is moving from “Who builds AI?” to “Who captures the profits?” Personally, I pay more attention to repeated upgrades, earnings growth and cash flow than any single price tar
TOPsnuggix: Apple makes the upgrade case cleaner than most — installed base plus paid ecosystem can turn AI into recurring revenue, and that story ages better than pure GPU hype lol
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08-25 08:31
$Riverstone(AP4.SI)$ Riverstone - The power of dividend. She is rising up to test 83 cents and above. Beyond 83 cents, she may rise up to retest 86-88 cents. Pls dyodd. XD 11 September for MYR 5 cents dividend. I think gd price is back. 0.80 preferable. Lai ah, jiak. 5th June 2026: First Half results is out! A nice sets of financial numbers. Interim dividend of MYR 5 cents. 2026 revenue increased 24.5% q-o-q to RM266.7 million from RM214.3 million in 1Q2026, driven by stronger cleanroom glove demand. 2Q2026 gross profit rose 54.8% q-o-q to RM96.0 million, with gross profit margin expanding 7.0 pts to 36.0%, the highest in eight quarters, driven by improved average selling prices. Proposes an interim dividend of 5.0 sen (RM) per
TOPThat 5 sen interim dividend with a 69.3% payout ratio does look attractive, but for me the real comfort is that 36% gross margin held up alongside the payout
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08-25 16:55
PDD Rallied Then Faded: How Was Its Q2 Earnings?
On Monday, $拼多多(PDD)$ released its Q2 2026 earnings report. Revenue reached RMB 1123.6 billion, up 8% year‑on‑year, slightly below market consensus with slower growth momentum. Profitability beat expectations: adjusted EPS hit RMB 19.3 versus the market forecast of RMB 18.5, and adjusted net profit came in at RMB 284.9 billion, also modestly exceeding estimates. Following earnings release, PDD’s stock staged a sharp intraday rally‑then‑fade. Boosted by better‑than‑expected profits, the price surged as high as $91.35, up nearly 3%. However, the market later priced in revenue‑growth disappointment, triggering selling pressure. Shares drifted lower to an intraday low of $86.26 and closed at $87.07, down 1.48%. Looking at business break
TOPTransaction services did the heavy lifting, but flat marketing is the part I can't ignore. Revenue mix is improving, just not in the cleaner way bulls want.
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08-25 09:13
Rocket Lab Shot Up 460% in a Year, Then Sank 50%. Here's Its Chart Rocket Lab shot up more than 460% over 12 months to hit a $151 all-time high on May 27, but fell back to Earth and sank some 50% in the nearly four months since then. Let's see what the space-launch firm's chart and fundamentals can tell us about what might happen next. Rocket Lab's Fundamental Analysis $Rocket Lab USA, Inc.(RKLB)$
TOPMACD cross plus RSI back over neutral makes this bounce stronger than people think, backlog at 2.4B is doing real work too
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08-25 11:09
I would wait for both Nvidia and Jackson Hole to clear rather than add before the print. The issue is no longer whether Nvidia can beat consensus. Current estimates vary by source, roughly around $92bn revenue and $2.09 EPS, and options imply about a 6% post-earnings move. More importantly, Nvidia has fallen after each of its past four earnings reports despite consistently beating expectations. The long-term case remains compelling. The analyst consensus is still Strong Buy, with the $304.73 mean target implying about 46% upside from Monday's close. But this week combines two separate risks: Nvidia determining whether AI spending expectations remain credible, then Warsh potentially moving long-term yields at Jackson Hole. I would therefore keep Nvidia rather than sell, but hold
TOPThose last four post-earnings drops matter more than the beat streak tbh. If this one sells off again after a raise, that setup is usually cleaner than gambling both events.
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08-25 11:11
A) Copper & Mining gets my vote, with BHP as the one I would be most comfortable buying. The copper rally still has fundamental support rather than being purely momentum-driven. Electrification, grid investment and AI infrastructure are increasing demand, while supply remains constrained. S&P Global expects data-centre copper demand alone to rise from 1.1m tonnes in 2025 to 2.5m by 2040. I prefer BHP over the more concentrated copper miners because it combines growing copper exposure with diversification. Copper already contributed more than half of BHP's adjusted EBITDA last year, and management expects copper production to rise substantially over the longer term. Valuation is the main concern after the rally, so I would accumulate rather than chase aggressively. Bonus pick: Visa
TOP2.5m tonnes by 2040 is the sticky part for me, and that still leaves grid buildout plus EV demand on top. Long copper still feels underwritten by demand, not just momentum
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08-25 11:12
My pick is Apple (AAPL). Rothschild & Co Redburn’s upgrade from Neutral to Buy, with the target jumping from $260 to $400, is one of the more interesting calls this week. The thesis rests on the upcoming premium foldable iPhone and Apple potentially becoming a stronger AI “fast follower”. I would not interpret the broader wave of upgrades as proof that “smart money” is uniformly bullish, though. AI semiconductors are already one of the market’s most crowded trades, so expectations are extremely high. For AAPL, I like the ecosystem, pricing power and potential new product cycle, but at current valuations execution matters. A $400 target becomes credible only if the foldable iPhone expands revenue rather than simply cannibalising existing models, while Apple finally demonstrates meaning
TOPI agree the foldable and AI angle matters, but valuation is still the harder part. Feels like a lot of that upside is already priced unless the upgrade cycle is actually incremental
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08-25 15:09
Thank You Hong Kong Investors: Our Journey in the HK Market
Since the beginning of this year, my account has gained around 1,000 new followers from Hong Kong. I truly appreciate every one of you for your support and trust. I don’t often publicly share my Hong Kong stock strategies, but many Hong Kong investors have reached out to me through the community, and I’m always happy to share my views on the market, industries, and investment opportunities. The Hong Kong market continues to offer many opportunities, especially in areas such as AI, semiconductors, and technology supply chains. Earlier this year, we started building a position in $南方东英SK海力士每日杠杆最多 (2x) 产品(07709)$ at an early stage. At that time, it was one of the few leveraged ETFs globally related to SK Hynix. Beyond ETFs, our researc
TOPEarly positioning in the AI chain really does the work here. Alibaba plus the Hynix leverage product was a sharp combo, and the prep over chasing line is dead on
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08-25 15:21
📈 THE MARKET'S FLYING — BUT I'M NOT CHASING IT
The S&P 500 recently pushed into record territory, but this is exactly where I think discipline becomes important. $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Apple(AAPL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ When markets are running hard, FOMO can make everything look like a buy. 🐂 WHY I'M STILL BULLISH • AI investment remains a major growth driver • Strong companies continue delivering earnings growth • Cooling inflation could support equities • Lower yields would provide another tailwind ⚠️ WHY I'M STAYING CAUTIOUS • Some tech valuations are getting stretched • Semic
TOPData center guidance is the part I care about most here. Hyperscaler capex still looks strong, so NVDA can stay selective without the AI trade breaking
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08-25 15:35
Tiger Trade 9.6.0: New Features You Should Know
App [New] For Singapore stocks, trading in quantities less than one board lot (odd lots) is supported, with FOK (Fill or Kill) order TIF available. [Optimization] Ultimate Economic Calendar: Earnings, dividends, macros, splits, and holidays — all at a glance. The new weekly view and quick filters keep you ahead. Sync to your system calendar with a single tap for timely alerts and smarter trading. [Optimization] Futures margin details upgraded: now shown in a dedicated tab, making key information easier to find at a glance. View all margin details at a glance—know your margin requirements upfront and manage risk with clarity. *Margin requirements are subject to change by the exchange. Certain products may be eligible for reduced intraday margin requirements during designated trading session
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08-25 15:38
Tiger Trade 9.6.1: New Features You Should Know
Tiger Trade 9.6.1: New Features You Should Know App [New] Hong Kong supports stock options rollover trading：seamlessly roll expiring contracts to the next month. [New] The GEX Analysis feature visualizes Gamma exposure across key price levels, helping you identify potential support and resistance, understand market maker hedging dynamics, and make more informed trading decisions. [New] New Videos Tab in News: watch immersively or listen anywhere. Swipe videos, tap Listen for lock-screen play & live stock quotes. [New] Futures Market Monitor is now available, automatically alerting you to price movements, percentage changes, contract rolls, and upcoming expirations for your positions and watchlist. PC（9.26.0） [New] Chart drawing order placement now supports additional take-profit and st
TOPPractical upgrades that make derivatives trading easier and more efficient.
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08-25 15:40
[Earnings Recap] XPeng Sinks 9%, PDD Slips1.48% — A Rough Day for China Growth Stocks
Monday’s earnings slate was relatively light, but several names still moved sharply. XPeng sold off after issuing a weak revenue outlook, while PDD finished lower as investors weighed slowing growth against stronger-than-expected profit. $XPeng Inc.(XPEV)$ -8.6% XPeng is a Chinese electric-vehicle maker that is also expanding into autonomous driving, AI and humanoid robotics. Q2 revenue reached RMB19.74 billion, while vehicle deliveries totaled 103,295, roughly flat from a year earlier. Gross margin improved to 20.7%, but the company posted a net loss of RMB1.34 billion. The bigger concern was guidance. XPeng expects Q3 revenue of RMB21.7 billion–RMB23.4 billion, well below the roughly RMB26.6 billion Wall Street expected. The comp
TOPBoth results show that improving margins or beating profit estimates is not enough when revenue growth and forward guidance continue to weaken.
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08-25 16:50
$Hongkong Land (H78.SI) Drops 0.8% as Profit-Taking Pulls Back From $8.50 Peak
$HongkongLand USD(H78.SI)$ Closed -0.59% at $8.37: Defensive Dividend Play Holds Near 52-Week High, Range Tightens Latest Close Data: Closed at $8.37, down 0.59% from $8.42 prior close. Intraday range $8.33–$8.50. Sitting just 5.5% below its 52-week high of $8.83. Core Market Drivers: Hongkong Land continues to benefit from defensive capital rotation into high-dividend, asset-backed property names. The 3.23% dividend yield and dominant Jardine Matheson 55% shareholding underpin institutional confidence. BlackRock increased its stake by 523,946 shares, reinforcing long-term positioning. Technical Analysis: Volume came in at just 576,000 shares with a volume ratio of 0.63 — below-average participation. MACD and RSI indicator arrays
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08-25 16:00
🇨🇳🇸🇬 China & Asia Internet Stocks: Alibaba Isn’t the Whole Story
🔥 Alibaba, PDD, Tencent, JD.com & Sea/Shopee — which one is best positioned for the next AI + e-commerce cycle? I’ve been thinking about the recent debate around Alibaba and Michael Burry’s bearish view. Alibaba is down about 0.7% in the U.S. session in the screenshot, while its Hong Kong shares were slightly higher. But personally, I think focusing only on “Is Alibaba a buy or sell?” misses the bigger picture. 👉 The more interesting question is: What happens to the entire Asian internet sector as companies spend aggressively on AI, compete for online consumers, and try to turn that investment into higher future revenue? Instead of looking at one stock at a time, I want to compare several companies that are exposed to this broader trend: 🇨🇳 Alibaba — AI + Cloud + E-commerce 🇨🇳 PDD Hold
TOPPDD for me — the valuation plus growth mix looks cleaner right now, and Temu overseas still feels under-monetised. Alibaba has more moving parts; margin conversion is the harder watch.
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08-25 11:43
Why PDD’s Earnings Reversal Shows That Cheap Valuation Cannot Resolve Temu’s Uncertainty
$PDD Holdings Inc(PDD)$ reported a profitable second quarter and generated more operating cash, yet its American depositary receipts surrendered an early rally and closed lower. The reversal reflects a problem that a low earnings multiple cannot solve by itself: investors still cannot determine how much Temu’s expansion, tariffs and regulatory compliance will cost or how quickly those investments can produce durable returns. PDD reported before the August 24 US market open for the quarter ended June 30. Revenue increased 8% year over year to RMB112.4 billion, below the RMB116.35 billion market estimate. Transaction-services revenue increased 13% to RMB54.7 billion, while online-marketing revenue rose only about 3% to RMB57.6 billion. Net income att
TOPLow multiple was never the main issue. I care more about the cash flow and share story — if Temu spend normalizes, this reversal looks noisy
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08-25 11:48
Why NAPCO’s 28% Intraday Reversal Overwhelmed an Excellent Quarter
$NAPCO Security(NSSC)$ delivered record quarterly revenue, rapidly growing recurring revenue and a large earnings beat. Its stock opened sharply higher and briefly reached a record price, then collapsed below the prior close. That reversal suggests investors questioned how much of the margin improvement was sustainable once tariff refunds are removed. NAPCO reported on August 24 for its fiscal fourth quarter ended June 30. Revenue increased 10% to a record $55.8 million, recurring-service revenue rose 12.9% to $25.3 million and equipment revenue increased 7.7% to $30.5 million. Net income advanced 52.7% to $17.8 million, or $0.50 per share, while adjusted EBITDA increased 44.3% to $20.6 million. NAPCO’s official results provide the figures. The bu
TOPI looked through the filing; refund-adjusted gross margin is still the key, not just the headline beat. If recurring stays above 45% and cash conversion holds, this flush may be overdone
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08-25 11:57
Why Zoom Must Turn AI Companion Usage Into Faster Enterprise Expansion
$Zoom(ZM)$ reports fiscal-second-quarter results after the August 25 close. Its first quarter showed strong margins, cash flow and rapid AI adoption, but revenue still grew only in the mid-single digits. The next report must show whether AI Companion and adjacent products can increase customer spending rather than merely protect the core meeting franchise. Zoom reported on May 21 for the quarter ended April 30. Revenue increased 5.5% to approximately $1.24 billion, enterprise revenue rose 7.2% and non-GAAP operating margin expanded to 41.1%. Non-GAAP EPS reached $1.55, while free cash flow increased to $500.5 million. Zoom ended the quarter with $7.7 billion of cash and marketable securities. Zoom’s official first-quarter release provides the result
TOPCash flow and a 41.1% margin already give this a decent floor. The real rerate needs enterprise expansion to speed up, not just AI adoption headlines
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08-25 12:06
$CNMC Goldmine(5TP.SI)$ 2 Target Price. CNMC Goldmine(5TP) will upsurge in coming weeks due to discovery of rare metals deposits, global geopolitical tension in middle-east & latin American, distrust in U.S treasury bonds and it's currency. China Nonferrous Metal Mining Group (CNMC) has recently discovered rare metal earth deposits, on top of GOLD ores, in it's Sokor Gold field, Malaysia. Production Expansion: CNMC Goldmine's carbon-in-leach (CIL) plant expansion has increased daily processing capacity to 800 tonnes, supporting higher output potential. - Earnings Growth: Strong FY-2025 earning growth, with a 40% net profit increase in Year-2025 PATMI to US$42 million. *Analyst Price Target for CNMC:* - Phillip Securities has a BUY rating wit
TOPS$2.5 still looks conservative to me. Sokor rare earth optionality alone can re-rate this way harder than the market is pricing in
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08-25 12:55
I’d go with A) Copper & Mining. $BHP Billiton(BHP)$ , $Southern Copper Corp(SCCO)$ and $Freeport-McMoRan(FCX)$ are benefiting from structural demand from electrification, grid expansion and AI data centers, while limited supply growth keeps the long-term copper story attractive. Among them, I’d pick FCX for its strong copper exposure and Grasberg production growth. That said, I wouldn’t aggressively chase
TOPThat Goldman 1M ton extra AI copper demand by 2030 is the part people still underrate. FCX gets paid if Grasberg ramps cleanly 👀
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08-25 13:21
🌟I would pick B: just a short term safe haven ahead of $NVIDIA(NVDA)$ earnings as my immediate action plan & then when the cloud clears, I would execute the playbook of E: AI remains the main line after a pullback. Why? The headline driven media loves to scream that the Great Rotation has arrived every time tech stumbles. They want you to believe that funds are permanently fleeing the digital revolution to live inside grocery stores and retail banks forever. This is just a psychological illusion. Moving funds into safe haven ETFs like $Financial Select Sector SPDR Fund(XLF)$ & $Consumer Staples Select Sector SPDR Fund(XLP)$ is not a long ter
TOPIV up around 30% into earnings makes the hedge make sense, but I still care more about the 5 year compute curve than one report. AI money usually comes right back