Replying to @Venus Reade:how do you determine this? their share prices tanked 3 out of last 4 earnings//@Venus Reade:It usually runs and tops out up to a day after earnings
@nerdbull1669:GigaCloud Technology (GCT) Decreased Average Buyer Spending Might Derail Earnings
$SUPER MICRO COMPUTER INC(SMCI)$ Making money enough through one trade which allows you to retire, you say? It has to be a stock pick within the high risk high reward range. I bought into this stock a while ago but didn't really share with anyone. I chanced upon it while screening for a potential next $Palantir Technologies Inc.(PLTR)$ . I invested a small amount, money that I can afford to lose without losing sleep. Presenting.. $The Metals Company(TMC)$ Below is the research from Perplexity and fact checked by myself, so reader discretion is advised. ***The Metals Company (TMC), a pione
$PLTR 20250307 93.0 PUT$ $Palantir Technologies Inc.(PLTR)$ call me stupid, but I take the view that PLTR has good fundamentals, sound business and it is just noise at the moment. budget cuts don't last forever. Trump don't last forever, PLTR grew alot during the Biden admin. As long as AI grows, cybersec will only grow bigger. why do I share the Put, you ask? of course we just take the advantage of the Bearish sentiment to fund our accounts and load up when it dips more. why short term put? because I have no money[Happy] @Daily_Discussion
Buying the Dip: Why Now Is the Perfect Time to Invest in Google Stock
Happy post-valentines day, hope some of you made profits and love! Here's my picks for the coming week $Alphabet(GOOGL)$ $Alibaba(BABA)$ $NVIDIA Corp(NVDA)$ BABA - great momentum, earnings call in a few weeks NVDA - this week would be the pre earnings run. Let's just talk about Google today, grab your coffee. Even the best stocks sometimes face temporary setbacks—and that’s exactly what’s happening with Google right now. After recent highs driven by market euphoria and strong earnings, Alphabet’s shares have pulled back, presenting an attrac
Today I will be closely watching $Alphabet(GOOGL)$ and $Amazon.com(AMZN)$ . For Amazon, it's simply because they are reporting their earnings today. On Goog, it is interesting to see if there will be a fast rebound. After all, it was a good earnings report. I think in the next few weeks, Google have a good chance of recovering from the 8.5% drop. On the slightly longer time frame of 3 months, I remain Bullish and here are my considerations. 1. Cloud earning miss The recent 8.5% stock drop following Google Cloud's Q4 revenue miss ($11.96B vs. $12.2B expected) appears to be an overreaction. While concerning, it's
@Dan1192:I am Bullish on $NVIDIA Corp(NVDA)$ in the near term due to the Blackwell release and I take the view that Deepseek concern is overblown. Main factors in play:- 1. Blackwell GPU Momentum Nvidia’s Blackwell architecture, powering the RTX 50-series GPUs and data center solutions, is central to its growth. The RTX 5090 and 5080 are launched in January 2025, with the 5070 series following in February. Despite delays in data center deployments due to overheating and connectivity challenges, Blackwell’s AI-focused enhancements—like doubled ray-tracing performance and FP4/FP6 compute support—position it as a critical driver for AI workloads. Analysts project $120–$210 billion in Blackwell-rel
I am Bullish on $NVIDIA Corp(NVDA)$ in the near term due to the Blackwell release and I take the view that Deepseek concern is overblown. Main factors in play:- 1. Blackwell GPU Momentum Nvidia’s Blackwell architecture, powering the RTX 50-series GPUs and data center solutions, is central to its growth. The RTX 5090 and 5080 are launched in January 2025, with the 5070 series following in February. Despite delays in data center deployments due to overheating and connectivity challenges, Blackwell’s AI-focused enhancements—like doubled ray-tracing performance and FP4/FP6 compute support—position it as a critical driver for AI workloads. Analysts project $120–$210 billion in Blackwell-rel
@TigerGPT what is the implication of Federal Reserve's reverse repo facility dropping
@Pinkspider:BREAKING NEWS: The Federal Reserve's Reverse Repo Facility dropped another 8% today to their lowest inventory in 1,386 days, today. Do you know what happens when excess bank money runs out?
@Dan1192:$NVIDIA Corp(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ I am an active AI user and I have tried out Deepseek extensively in the past few days and this is my take on Deepseek R1. So basically, DeepSeek R1 just made headlines for achieving state-of-the-art AI performance, matching OpenAI's o1 at just 3% of the cost. 1. It used NVIDIA chips—still the king of AI hardware. 2. Cost efficiency is open-sourced, so big tech wins. 3. It’s compared to an older model (gpt-o1), which still holds up. 4. AGI is far off—cost efficiency isn’t the full story. 5. U.S. chip export controls will keep China in check. Overall, while Deepseek is perf
$NVIDIA Corp(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ I am an active AI user and I have tried out Deepseek extensively in the past few days and this is my take on Deepseek R1. So basically, DeepSeek R1 just made headlines for achieving state-of-the-art AI performance, matching OpenAI's o1 at just 3% of the cost. 1. It used NVIDIA chips—still the king of AI hardware. 2. Cost efficiency is open-sourced, so big tech wins. 3. It’s compared to an older model (gpt-o1), which still holds up. 4. AGI is far off—cost efficiency isn’t the full story. 5. U.S. chip export controls will keep China in check. Overall, while Deepseek is perf
this is insightful! when you say holding to expiry date, do you mean to let it lapse? or to sell it off on the expiry date itself
@AyKing:I opened 1.0 unit(s) $ASML CONDOR 250131 CALL 757.5/CALL 772.5/CALL 785.0/CALL 800.0$ ,I am betting on earnings play again :). I think the ASML price may move 1 standard deviation +/-$53 from the market price and I am taking the outlook that the price should go up from the current level because of the new investments in the market by the new US administration. So, I risk $190 for a potential max reward of $1325 on expiry date. the price profit range is between $760 to $795. Happy trading 😁