395
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09-14
$Alphabet(GOOGL)$ impressive beat on earnings. Their suite of products are bringing Strong cash flow & it has also 8% stake in spaceX. Buy before it runs again
TOPTigerTail: This looks so impressive. Good on you! Sorry I'm a newbie, so curious to learn to achieve this you bought around 2342 shares of Alphabet around $204, worth of $477768 and with calm in volatile got this great profit results? Purdon me as I'm not knowledged in options market. Thanks!
723
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09-14
$Advanced Micro Devices(AMD)$
213
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09-14
$Taiwan Semiconductor Manufacturing(TSM)$ holding strong. Unable to start DCA down
351
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09-14
$MSTX1 20260918 6.0 PUT$ MSTX (Defiance Daily Target 2X Long MSTR ETF) is a daily 2x leveraged ETF on MicroStrategy/Strategy (MSTR) — effectively a leveraged bet on Bitcoin. It is currently in a short-term pullback after a sharp multi-week rally , with momentum cooling but the medium-term uptrend still intact.
TOPPullback looks around 12-15% to me, and daily RSI probably still mid-40s, not oversold yet. The bigger thing is whether vol stays elevated enough to keep put pricing rich
211
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09-14
$Alphabet(GOOG)$ let's accumulate under 330!!!!
253
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09-14
$Tesla Motors(TSLA)$ Tesla go go go to the moon 🌙!!!
137
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09-14
$Torm PLC(TRMD)$ Torm go go go to the moon 🌙!!!
255
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09-14
$Palantir Technologies Inc.(PLTR)$ still waiting for my $200 per share
323
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09-14
$Tesla Motors(TSLA)$ Weekly drama hope to end it soon [Happy]
45
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09-14
$Bumitama Agri(P8Z.SI)$ Bumi at all time high! Lets breakout and head to 2.30!
376
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09-14
$TENCENT(00700)$
499
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09-14
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$
TOPInventory days matter more here. If channel stock stays bloated for another couple quarters, the hedge probably works better than people expect
575
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09-14
$TIGR 20270115 5.0 CALL$ one of my biggest options profit
114
394
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09-14
$VanEck Semiconductor ETF(SMH)$
375
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09-14
$Microsoft(MSFT)$ keeping high hope to a fundamentally strong tech stock.
193
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09-14
$NVIDIA(NVDA)$ when 300 man waited so long
163
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09-14
$Lemonade, Inc.(LMND)$ insurance no longer sexy, dca before it rockets
966
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09-14
Hike Odds Near Nine in Ten: Is the Market Right to Look Past It?
On Friday the August CPI report landed, traders took the odds of a 25 basis point hike this week from 75 per cent to close to nine in ten, and $S&P 500(.SPX)$ closed 0.86 per cent higher all the same, ending a four-session slide; $Dow Jones(.DJI)$ closed 0.98 per cent higher, a gain of more than 500 points. The bet on higher rates got bigger. The buyers came back. August CPI rose 3.4 per cent year on year, level with July and in line with expectations; month on month it rose 0.4 per cent against 0.1 per cent in July. The gasoline index rose 3.9 per cent on the month and accounted for a third of the entire rise in goods prices. Core CPI eased to 2.4 per cent year on year
TOPI think that "AI contributing half of the S&P 500's earnings growth" can be maintained in the short term, but it is difficult to maintain such a high proportion in the long term. The reason is that AI capital expenditure is still in a phase of high-intensity expansion. Companies such as NVDA, AVGO, servers, networks, and cloud infrastructure can indeed quickly convert AI demand into revenue and profits. Therefore, AI's driving force on index earnings will be very concentrated and visible. However, the market will inevitably begin to ask the second question: do these profits come from "others continuing to smash CapEx" or from AI itself generating enough new revenue and cash flow? If cloud vendors keep increasing their budgets while application-side monetization can't keep up, then high growth will be difficult to sustain indefinitely. Therefore, I am more optimistic about two types of companies: one is a shovel seller who collects money first, and the other is an application platform that can truly turn AI into subscriptions, advertising, cloud revenue, and Agent pay. The truly dangerous companies are those that prioritize asset investment but struggle to keep up with cash flow for a long time. In short: AI can continue to contribute a large portion of profit growth, but in the next stage, the market will shift from "who spends the most money" to "who is the first to turn AI into real money".
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09-14
$AAPL 20261016 285.0 PUT$ closing some puts to lesser liquidity...still trying to figure how that works...