TimothyX
TimothyX
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avatarTimothyX
04-22 23:45
Cook has often been called “the master of operations” in Silicon Valley, and that label is no exaggeration. During his tenure, he completely reshaped Apple’s global supply chain, turning a product company into a highly precise global commercial machine—while, for most of that time, making that machine even more profitable. If you had gone all-in on Apple back then, you would have earned a 23x return. That is Cook’s most powerful report card.
avatarTimothyX
04-22 23:44
Beyond Meat shares surged more than 41% on Monday thanks to meme-stock momentum and the company's recent move into new product categories. The meat-alternatives company's share jumped another 13% in premarket trading on Tuesday. There are 441.63K Beyond Meat option contracts traded on Monday, up 28% from the previous trading day. Call options account for 92% of overall option trades. Particularly high volume was seen for the $1 strike call option expiring April 24, with 112,971 contracts trading. BYND 20260424 1.0 CALL
avatarTimothyX
04-22 23:44
Citi: Azure Q3 expected at +39% cc, 1pp above company guidance . FY27 expected at 41% vs consensus 37% Google Cloud +57.5% vs consensus +46.8% (11pp gap) ; Gemini MAU at 750M, Q1 DAU +268% YoY
avatarTimothyX
04-20 22:56
U.S. stocks posted strong gains for the third straight week, with several major indexes notching record highs amid signs of de-escalating conflict in the Middle East, upbeat earnings results, and a series of generally positive economic data releases. The Nasdaq Composite led indexes higher, gaining 6.84%, followed by the Russell 2000 and S&P 500 Indexes. Large-cap growth stocks outperformed their value counterparts for the third consecutive week, supported in part by ongoing enthusiasm around artificial intelligence-linked stocks.
The core driver remains AI. According to Goldman Sachs: AI-related megacaps are expected to contribute over 60% of S&P 500 Q1 EPS growth NVIDIA alone contributes 3.3 percentage points, and Micron 2.7 points — together accounting for over 50% of total EPS growth The Information Technology sector is expected to deliver 44% EPS growth, contributing 87% of overall S&P 500 EPS growth
Poor. Lost a lot. Sad
DBS is the largest of the three by market capitalization and also the most diversified. It is Goldman’s other clear Buy-rated name. The core investment case for DBS is that its fee income mix is more exposed than UOB and OCBC to wealth management and capital markets, both of which are seeing the strongest seasonal recovery this quarter. Two numbers matter most for DBS this quarter: the growth rate of wealth management AUM & management’s updated guidance for full-year NIM
Now, that wealth barrier has been shattered. The SEC no longer looks at how much money is in your pocket, but at how much risk you are taking. The new rule introduces a real-time risk-based margin system: whether you have $500 or $50,000, as long as your risk controls pass, intraday trading is no longer restricted.
Top 10 bearish stocks: Galiano Gold Inc., Apellis Pharmaceuticals Inc., Chegg, Vizsla Silver Corp, Strive, iPath Series B S&P 500 VIX Short-Term Futures ETN, Devon, Novo-Nordisk A/S, Option Care Health Inc, Pinterest, Inc.
As of Tuesday’s close, the S&P 500 stood at 6,967.38, less than 0.2% away from its record closing high of 6,978 on January 27. The Nasdaq has risen for 10 straight sessions, matching its longest streak since November 2021.
Singapore stocks opened higher on Tuesday. STI up 0.5%; Capital World up 100%; Mapletree Log up 3%; YZJ Shipbldg and YZJ Fin up 2%; SGX up 1%; Koh Eco down 9%; Koh Brothers down 8%; Oiltek down 3%.
Goldman didn't just beat; they obliterated expectations: Equity Trading Rev: $5.33B (All-time Wall Street record). M&A Advisory: Up 89% YoY. The Catch: The stock dropped 1.87% after the print. In this macro environment, a record-breaking past isn't enough. The market only cares about one thing: Guidance.
Data centers have the same problem. Millions of AI calculations are happening every second — and all that data needs to travel between chips, between servers, and between buildings at insane speeds.
Moderate. Nothing fluctuate much
Anthropic’s "Managed Agents": Anthropic just launched a suite of API tools designed to turn AI from a "chatbot" into a "production system." They claim a 10x boost in deployment efficiency. By solving the engineering complexity for enterprises, they are effectively making "middleware" SaaS companies obsolete.
Beyond the usual suspects like $ProShares UltraPro QQQ(TQQQ)$ and $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$, the US market has entered the era of Single-Stock Leveraged ETFs. If you want to amplify your gains on the Mag 7, keep these "heavy hitters" on your radar: $GraniteShares 2x Long AAPL Daily ETF(AAPB)$ $Direxion Daily NVDA Bull 2X Shares(NVDU)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Direxion Daily GOOGL Bull 2X Shares(GGLL)$
Institutional investors are pouring capital into Industrials, Consumer Discretionary, and Telecommunications. Singtel (Z74) and SIA (C6L) were the top institutional picks. The Buyback Wave: Companies are betting on themselves! Singtel led the charge with a massive buyback program, followed by OCBC and Keppel. This "capital return" behavior provides a strong floor for share prices.
U.S. stocks rose on Monday (April 6) as investors monitored developments in U.S.-Iran ceasefire negotiations and assessed President Trump's escalating threats regarding the Strait of Hormuz. Options trading volume reached 44.4 million contracts. Notable activity included Micron Technology (MU), which gained 3% following a positive analyst note, with 437,250 options traded (69% calls) and heavy interest in $400 strike calls expiring April 10. Virgin Galactic (SPCE) surged 24.8% amid SpaceX IPO speculation, driving options volume up 149% to 167,313 contracts (91% calls), with significant trading in $7 strike calls expiring July 17.
On one side, Wall Street giants such as Goldman Sachs and Morgan Stanley are collectively calling out: “A value opportunity in tech has emerged.” On the other, Bridgewater founder Ray Dalio dropped a bombshell in his latest post: “We are in a world war that will not end anytime soon.”
The setup rhymes with last April. But this time, the variables are different. This isn't a tariff which Trump can decide. This is geopolitical brinkmanship with a hard deadline — 8:00 PM ET tonight (April 8 — Wednesday 8:00 AM Singapore time) — and two very different outcomes on the table. Meanwhile, Trump — who has repeatedly extended deadlines over recent weeks — says another extension is "very unlikely." Traders, understandably, are skeptical.

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