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Macquarie Warrants Singapore
·
03-31 08:51

BYD - looking abroad to overcome its latest 4Q results trough

📢Last Friday after market, BYD announced a steeper-than-expected decline of 38% in fourth-quarter (4Q) earnings to 9.3 billion yuan 📉The company saw its first annual profit drop in four years, down 19% to 32.6 billion yuan, and a revenue growth of 3.5% - its smallest in six years, despite outselling Tesla globally in 2025 🔻Its closely watched gross margin shrank to a three-year low of 17.7%, down from 19.4% in 2024 🚫🥇Sales have slumped in the first two months of this year, and after dominating the Chinese market for years, BYD has now ceded the top spot to Geely (Bloomberg) 🔃The shares gapped down 5.3% yesterday morning, before ending just 0.9% lower for the day at HKD 105.60 after its analyst briefing yesterday 🌐In yesterday's analyst briefing, BYD said that exports this year will probabl
BYD - looking abroad to overcome its latest 4Q results trough
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Lanceljx
·
03-31 17:13
First: Why Micron is crashing The drop is not due to earnings. It is due to AI memory demand fears. Main reasons: 1. Google TurboQuant reduces AI memory usage by ~6×. 2. Fear that AI inference will use less DRAM/HBM. 3. OpenAI scaling plans uncertain. 4. Memory stocks were extremely overbought before this. TurboQuant “could reduce memory needed for AI models by six times,” which triggered memory stock selloff globally.  But importantly: Analysts say selloff may be overdone AI capex still rising DRAM prices expected to rise >50% in Q2 Supply still tight into 2027 This is very important: Memory demand is still strong despite TurboQuant. --- Has the memory thesis fundamentally changed? Short answer: No, but the narrative changed slightly. Old thesis AI → more compute → more memory → H
First: Why Micron is crashing The drop is not due to earnings. It is due to AI memory demand fears. Main reasons: 1. Google TurboQuant reduces AI m...
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553
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koolgal
·
03-31 18:41
Market At The Bottom?  Which Mag 7 is the Best Buy Now? 🌟🌟🌟The bottom is never a place we can see clearly while standing in it.  It is only obvious in hindsight when everyone suddenly becomes a genius. Is this a good time to buy? Sentiment is fragile - that is when bargains appear. When fear is elevated, volatility spikes and everyone is waiting for confirmation, the best prices often slip by unnoticed. You don't need to catch the exact bottom. You just need to buy great companies at fair or discounted prices. Take for example the Magnificent 7.  They seem to have lost their magnificence. Which Mag 7 is the Best Buy Now? $Amazon.com(AMZN)$  is the Dark Horse of 2026. Why it is the no. 1 bargain: Tradin
Market At The Bottom? Which Mag 7 is the Best Buy Now? 🌟🌟🌟The bottom is never a place we can see clearly while standing in it. It is only obvious i...
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6.81K
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Tiger_Contra
·
03-31 20:48

Oil Above $100: “Bet on Inflation” vs “Lean into Tech” — Which Side Are You On?

Hi, tigers 👋 Lately, markets have been dominated by headlines around the Middle East. Oil, natural gas, and shipping risks have all taken turns in the spotlight. But if we focus only on these “visible shocks,” we might miss a more subtle and potentially more important trend—the shadow of stagflation is quietly building. Let me start with a question 👇 👉 Do you think the market today is closer to a “return of inflation,” or the early stage of stagflation? This article is based on DBS’s latest macro weekly report, with additional interpretation. 1. Growth May Hold Up, But Inflation Is More Likely to Stick When oil prices rise, many investors instinctively assume that growth will take a hit. But based on current data, the picture is more nuanced. On one hand, the global economy entered this ge
Oil Above $100: “Bet on Inflation” vs “Lean into Tech” — Which Side Are You On?
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480
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R and T
·
03-30 19:36
$KUAISHOU-W(01024)$ 估唔到快手都接到兩注,仲要越接越平haha。一注 $60 一注 $55。當時期權金沒有很多,看來要守一守,但快手基本面沒有改變,仍是好公司!
01024
03-30 19:32
HKKUAISHOU-W
SidePrice | FilledRealized P&L
Buy
Close
60.00
8,000
--
Closed
KUAISHOU-W
$KUAISHOU-W(01024)$ 估唔到快手都接到兩注,仲要越接越平haha。一注 $60 一注 $55。當時期權金沒有很多,看來要守一守,但快手基本面沒有改變,仍是好公司!
TOPAndreaClarissa: Aauto Quicker really wants to defend, I think so! Good fundamentals, come back sooner or later!
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633
General
一追再追
·
03-30 19:42
$TENCENT(00700)$ 上得山多終於虎,以為收$19期權金好過癮[笑哭]  點知人家一嘢隊你$40,問你死未[捂脸] 沽出的$520認沽期權,今天被行權買入500股騰訊,希望等股價回升再沽出認購期權走人[保佑]   
00700
03-30 19:38
HKTENCENT
SidePrice | FilledRealized P&L
Buy
Close
520.00
500
--
Closed
TENCENT
$TENCENT(00700)$ 上得山多終於虎,以為收$19期權金好過癮[笑哭] 點知人家一嘢隊你$40,問你死未[捂脸] 沽出的$520認沽期權,今天被行權買入500股騰訊,希望等股價回升再沽出認購期權走人[保佑]
TOPBarbaraWillard: Alas, the team has reached such a big wok, waiting for a rebound!
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269
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過路人
·
03-30 21:36
$YINN 20260402 28.0 PUT$ 今日剛剛開市回升。我覺得局勢應該會緩和。加上今周只有4日交易日。對賣put者黎講。極有利[胜利]  [胜利]  
YINN PUT
03-30 21:34
US20260402 28.0
SidePrice | FilledRealized P&L
Sell
Close
0.39
2Lot(s)
--
Closed
Direxion Daily FTSE China Bull 3X Shares
$YINN 20260402 28.0 PUT$ 今日剛剛開市回升。我覺得局勢應該會緩和。加上今周只有4日交易日。對賣put者黎講。極有利[胜利] [胜利]
TOPdropppie: put food paste right! Maximum number of short-term options[财迷]
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364
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過路人
·
03-30 21:48
$BABA 20260402 115.0 PUT$ 巴巴上年憑著ai概念炒高。但都係上唔反200之上。我覺得都係咁上下料喇。下賣遠價put都無所謂既。不過買正股就唔好喇。最少現階段我就不會咁做。[摊手]  
BABA PUT
03-30 21:47
US20260402 115.0
SidePrice | FilledRealized P&L
Sell
Close
0.25
1Lot(s)
--
Closed
Alibaba
$BABA 20260402 115.0 PUT$ 巴巴上年憑著ai概念炒高。但都係上唔反200之上。我覺得都係咁上下料喇。下賣遠價put都無所謂既。不過買正股就唔好喇。最少現階段我就不會咁做。[摊手]
TOPAfraSimon: If Baba really had a strength of 200, he would be able to steady his array if he sold a put.[摊手]
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2.45K
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VNW Capital
·
03-30 21:55
$NVDA VERTICAL 260402 PUT 175.0/PUT 180.0$ Closing at a loss, before the max loss and potential liquidation.
NVDA Vertical
03-30 21:52
US175.0/180.0
SidePrice | FilledRealized P&L
Debit
Close
4.70
2
--
Closed
NVDA VERTICAL 260402 PUT 175.0/PUT 180.0
$NVDA VERTICAL 260402 PUT 175.0/PUT 180.0$ Closing at a loss, before the max loss and potential liquidation.
TOPnizzmo: Feel your pain mate, options bleed hurts bad[流泪]
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6.63K
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Alvinlimsg
·
03-30 22:58
$Micron Technology(MU)$ In today's rapidly evolving and fiercely competitive business landscape, it is crucial for investors and industry analysts to conduct comprehensive company evaluations. In this article, we will undertake an in-depth industry comparison, assessing Micron Technology (NASDAQ:MU) alongside its primary competitors in the Semiconductors & Semiconductor Equipment industry. By meticulously examining crucial financial indicators, market positioning, and growth potential, we aim to provide valuable insights to investors and shed light on company's performance within the industry.
MU
03-30 22:48
USMicron Technology
SidePriceRealized P&L
Buy
Close
340.37--
Closed
Micron Technology
$Micron Technology(MU)$ In today's rapidly evolving and fiercely competitive business landscape, it is crucial for investors and industry analysts ...
TOPcatandbull: Solid buy on MU at 340.37! Bullish on semis growth.[强]
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4.14K
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Alvinlimsg
·
03-30 22:58
$Occidental(OXY)$ Occidental Petroleum (NYSE:OXY) has outperformed the market over the past 5 years by 11.93% on an annualized basis producing an average annual return of 21.32%. Currently, Occidental Petroleum has a market capitalization of $65.08 billion.
OXY
03-30 22:48
USOccidental
SidePriceRealized P&L
Buy
Close
66.38--
Closed
Occidental
$Occidental(OXY)$ Occidental Petroleum (NYSE:OXY) has outperformed the market over the past 5 years by 11.93% on an annualized basis producing an a...
TOPblinkix: Solid gains on OXY! Holding tight.[强]
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950
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Kaogdecs
·
03-31 00:12
$MU 20260402 300.0 PUT$ 别跌了别跌了,球球了球球了[流泪]  [流泪]  [流泪]  别接盘呀,接盘了就第二周300价call出。。
MU PUT
03-31 00:09
US20260402 300.0
SidePrice | FilledRealized P&L
Sell
Close
1.86
3Lot(s)
--
Closed
Micron Technology
$MU 20260402 300.0 PUT$ 别跌了别跌了,球球了球球了[流泪] [流泪] [流泪] 别接盘呀,接盘了就第二周300价call出。。
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517
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MKTrader
·
03-31 00:26
$AAOI 20260402 79.0 PUT$ Small position. Betting for a short term relief rally. Don't follow unless you want to own the stock
AAOI PUT
03-31 00:25
US20260402 79.0
SidePrice | FilledRealized P&L
Sell
Close
3.30
1Lot(s)
--
Closed
Applied Optoelectronics
$AAOI 20260402 79.0 PUT$ Small position. Betting for a short term relief rally. Don't follow unless you want to own the stock
TOPDIMCO: Solid play, mate! Short-term bounce looks promising.[得意]
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4.26K
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MKTrader
·
03-31 00:31
$CIEN 20260402 340.0 PUT$ Start a small exposure here. Anticipating a short term relief rally. Don't follow if you don't want to own the stock
CIEN PUT
03-31 00:30
US20260402 340.0
SidePrice | FilledRealized P&L
Sell
Close
5.00
1Lot(s)
--
Closed
Ciena
$CIEN 20260402 340.0 PUT$ Start a small exposure here. Anticipating a short term relief rally. Don't follow if you don't want to own the stock
TOPzookz: Spot on! Relief bounce incoming.[得意]
4
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224
General
Humbly
·
03-31 00:34
$ELV 20260417 200.0 PUT$ If this option get exercised, it will be a very good price to buy ELV.
ELV PUT
03-31 00:32
US20260417 200.0
SidePrice | FilledRealized P&L
Sell
Close
0.50
1Lot(s)
--
Closed
Elevance Health
$ELV 20260417 200.0 PUT$ If this option get exercised, it will be a very good price to buy ELV.
TOPAndreaClarissa: Spot on! If exercised, ELV at 200 is a steal.[强]
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2.36K
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Terra_Incognita
·
03-31 02:03
$META 20260417 660.0 CALL$ META: taking profit on this short call after the recent drop.  Still 3 weeks to go before expiry but META had fallen off the cliff, so might as well close this early to secure profits.
META CALL
03-31 01:28
US20260417 660.0
SidePrice | FilledRealized P&L
Buy
Close
0.27
1Lot(s)
--
Closed
Meta Platforms, Inc.
$META 20260417 660.0 CALL$ META: taking profit on this short call after the recent drop. Still 3 weeks to go before expiry but META had fallen off ...
TOPwubbix: Smart play! Locking in profits early avoids regrets.[强]
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3.09K
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Terra_Incognita
·
03-31 02:06
$MSTR 20260410 145.0 CALL$ MSTR: sell this short call for premium and will expire in 2 weeks on 10th April.  $145 strike is my holding cost on the underlying shares so risk is bounded.  Market may continue to sell off BTC on deriskying and sentiments are weak.  Going to hand on for a while more
MSTR CALL
03-30 22:53
US20260410 145.0
SidePrice | FilledRealized P&L
Sell
Close
1.30
1Lot(s)
--
Closed
Strategy
$MSTR 20260410 145.0 CALL$ MSTR: sell this short call for premium and will expire in 2 weeks on 10th April. $145 strike is my holding cost on the u...
TOPhappygo: Smart play capping risk. Sentiment's rubbish but holding makes sense.[看跌]
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52
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天佑仔
·
03-31 10:18
$CSOP HANG SENG INDEX DAILY (-2X) INVERSE PRODUCT(07500)$ 之前期權太多,買完不能夠買回,還好今天價錢更低,可以入返少少[龇牙]  [龇牙]  [龇牙]  好快就可以收支平衡
07500
03-31 10:15
HKCSOP HANG SENG INDEX DAILY (-2X) INVERSE PRODUCT
SidePrice | FilledRealized P&L
Buy
Close
1.88
2,800
--
Closed
CSOP HANG SENG INDEX DAILY (-2X) INVERSE PRODUCT
$CSOP HANG SENG INDEX DAILY (-2X) INVERSE PRODUCT(07500)$ 之前期權太多,買完不能夠買回,還好今天價錢更低,可以入返少少[龇牙] [龇牙] [龇牙] 好快就可以收支平衡
TOPskippix: Congratulations! Get in stock at a low price and wait for your money back!
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7.21K
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TigerClub
·
03-31 18:21

💸From Millions in Losses to a Comeback: "60s-Born Tiger User BJJH: Sharpening the Investment Sword

The Road to MillionDollars | In 2025, an increasing number of Tiger Brokers users achieved investment returns of millions of dollars. Tiger Brokers launched the "The Road to a Million Dollars" series, getting close to these investors who achieved million-dollar returns and hearing their stories of how they thought, persevered, and grew. For Tiger Brokers, investing is not just about profit and loss numbers, but a journey from dream to achievement. We hope these stories inspire more people to set their own investment goals, turning "millions of dollars" from a distant dream into a visible and attainable milestone. In this issue of the "Road to a Million Dollars" interview, we sit down with a special investor—BJJH, a veteran user born in the 1960s who has been active in the A-share, US stock
💸From Millions in Losses to a Comeback: "60s-Born Tiger User BJJH: Sharpening the Investment Sword
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