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10-30
Amazon: AI-Driven ROI And Productivity, Plus Consumer Resilience
Amazon's AWS business, leveraging NVIDIA GPUs and custom AI chips, drives high profitability and productivity gains, supporting strong investment potential despite eCommerce risks. AWS's vertically integrated AI ecosystem and GenAI productivity improvements enhance margins, with AWS contributing significantly to Amazon's operating income. Despite high CapEx and competition, AMZN's differentiated AI offerings and productivity gains justify a premium valuation, with a targeted 23.5% upside. Q3 guidance suggests the potential for Amazon to beat EPS estimates, driven by resilient consumer sentiment and strong demand for AWS and retail services. Do expect volatility in case some key economic indicators point to rates staying higher for longer. Sundry Photography Since I last
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11-03
SP500: The Election Playbook - Odds Shifting In Harris Favor
The S&P500 is facing the risk of a contested election, as the odds of Harris' victory increase. The resulting liquidity shock could cause a deep drawdown, but also a V-shaped recovery assuming the event does not trigger a recession. However, the likely post-election geopolitical escalation could cause a stagflationary shock like in 1974. mphillips007 Odds changed in favor of Harris victory I discussed the election 2024 playbook on October 26, but there have been some major changes, and the playbook needs to be updated and fine-tuned, with the additional focus on the post-election period. The major update is that the odds of who will become the next President have changed significantly. On October 26th, th
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11-01
Earnings, Inflation, and Rising Oil Prices
Recap of Key Market Events and Catalysts In the latest trading session, U.S. markets navigated a range of influential earnings reports, inflation data, and oil price fluctuations, setting the stage for the Federal Reserve's upcoming meeting on November 6-7. Key catalysts included strong earnings from Amazon, a tepid holiday forecast from Apple, a surprising capex surge from Microsoft and Meta, and escalating geopolitical concerns in the Middle East. Together, these factors shaped investor sentiment, influencing the tech sector and the broader $.SPX(.SPX)$ , which ended October down 1%. Amazon Rallies on Strong Earnings, Apple Dampened by European Tax Impact $Amazon.com(AMZN)$ quarterly results exceeded ex
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11-04
Harris's coming back? Analysis based on early voting
The U.S. 2024 election is just around the corner, and early voting results provide important information about the race.Trump's Winning Percentage Slips, Harris Odds Reverse?Trump's win percentage has slipped in recent times and his polling support has suffered.Since the end of October, Trump's campaign has been hit with a series of negative events, including controversial comments and alleged betting market manipulation, which has seen his probability of winning the election go from up to down, and is now down to 52%.In contrast, Harris' win probability has also improved to 52 percent, with the two sides once again tied.This shows the tension and uncertainty of the election.According to data as of Nov. 2, 67 million voters have cast ballots, with 41 percent of them registered Democrats an
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11-02
$Direxion Daily 20 Year Plus Treasury Bull 3x Shares(TMF)$ Is the rate going to go down? Apparently not... At least not yet... If you wonder what is going on, the market is positioning itself for a higher inflation post US election with a Donald Trump's victory... A tariffs policy against all nations, friendly or otherwise, is a recipe for disaster. While bringing additional revenue for the government, given US has little manufacturing, these costs will inevitably be passed on to the residents. Higher pricing brings inflationary pressure to the economy. The country and people suffer as a result. Inflation means rates hike instead of rates cut! That is indeed a concern for Treasury funds like this. I bought in anticipation of more
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11-02
$BeiGene(BGNE)$ 🔺🅱️ 🆄🅻🅻🅸🆂🅷🔺 I’ll be checking the opening price on Monday for an entry to trade BGNE! 💊🚀📈 BeiGene: Rocket Fuel for Your Portfolio? Bullish Momentum is Building! 📈🚀💊 Kia ora Tiger traders! BeiGene Ltd. (BGNE) is a global biotech powerhouse focused on developing and commercialising innovative cancer treatments. With an extensive portfolio of cutting-edge oncology drugs, BeiGene is making waves in the fight against cancer — and its stock is gaining serious momentum. With insider confidence, institutional backing, and strong technicals, BGNE looks primed for a breakout. Here’s why this stock could be a fantastic buy right now: 💼 Insider Confidence: Buying with Both Hands! 💸 Insiders at BeiGene are showing huge confidence: • In the last
TOPHen Solo: Lots of Biotech stocks looking good for a trade! Which one? I'm not in the 🇨🇳 China space yet so maybe this one! 💜
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11-02
$Verizon(VZ)$ 🔺🅱🆄🅻🅻🅸🆂🅷 🔺📈 🎇📈📊 VZ Chart Pattern: Will History Repeat? A Technical Trader’s Dream! 📊📈🎇 Kia ora Tiger traders! 📲 I’d like to share my historical chart which has me excited! Verizon’s price action is displaying an intriguing pattern, one with powerful historical precedents. 📊 If the early 2009–2013 expansion tells us anything, we could be setting up for a repeat performance in 2023–2026. Let’s dive into what my chart is signalling and why this pattern analysis could be a game-changer! 🔍 🔍 Pattern Analysis: Decoding the Blue Line 📈 On my chart, the blue line captures the trend from early 2009 to 2013, a period where Verizon surged in price and value. 📉 Now, in 2023, I’m seeing an eerily similar setup unfold. This pattern symmetry sug
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TOPVerizon (VZ) Stock Analysis Here is a detailed analysis of Verizon's stock: Company Overview: Verizon Communications Inc. is a global leader in communications, technology, and entertainment. They provide a wide range of services, including wireless communication, broadband, video, and data services. Verizon operates in the highly competitive telecommunications industry. Earnings Forecast: According to the earnings forecast, Verizon is expected to see growth in the coming years. The forecasted earnings per share (EPS) for 2024, 2025, and 2026 are $4.6, $4.73, and $4.92, respectively. The forecasted gross income for the same periods is $134.59 billion, $137.31 billion, and $139.46 billion, respectively. Additionally, the forecasted EBIT (earnings before interest and taxes) for 2024, 2025, and 2026 is $29.64 billion, $32.09 billion, and $33.30 billion, respectively. Analyst Recommendations: Analysts have varying opinions on Verizon. Out of the 26 analysts covering the stock, 4 recommend selling, 7 recommend buying, 13 recommend holding, and 1 recommends underperforming. Target Price: The average target price estimated by 22 analysts is $46.47886, with a low target of $37.0 and a high target of $56.0. Capital Flow Data: In the past five days, the capital flow data shows a net outflow of $45.67 million. On specific days, there were significant inflows and outflows. For example, on October 31st, there was a net inflow of $48.09 million. Profitability Ratio: As of November 1st, 2024, Verizon's profit margin ratio is 38.35%, indicating a healthy level of profitability. Support and Resistance Price: The support price as of November 1st, 2024, is $41.3, while the resistance price is $41.76. These levels indicate where the stock might find support and face resistance in its price movement. Recent Earnings: In the third quarter of 2024, Verizon reported an EPS of $0.78. The company achieved a gross profit margin of 60.84% and a net profit margin of 9.92%. Based on the above analysis, Verizon shows potential for long-term bullish trends. However, it is important to note that investing in the stock market carries inherent risks, and stock prices can fluctuate. Investors should conduct independent research and analysis before making any investment decisions. Disclaimer: The information provided here is for reference purposes only and should not be considered as investment advice. Investing in the stock market involves risks, and individuals should carefully evaluate their investment decisions.
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11-03
Why Is the Stock Market Coming Down Year end ? Several factors could explain the recent drop. GDP Concerns: The U.S. economy grew at 2.8% in the third quarter, missing the 3.1% forecast. U.S. stocks have been buoyed by strong economic growth and low unemployment, despite high interest rates. Yet, fears of a recession linger, and investors are especially sensitive to any slowdown signals. The third-quarter GDP miss reignited these concerns. Rising Bond Yields Despite Fed Cuts: Bond yields have continued to rise even as the Fed cuts rates. This can partly be attributed to overly optimistic market expectations for rate cuts, which initially factored in 0.5% reductions but have since been adjusted to a more modest 0.25%. Additionally, the growing U.S. debt burden means higher yields may be nee
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11-03
$Tesla Motors(TSLA)$🔺🅱🆄🅻🅻🅸🆂🅷🚀 $TSLA likes US elections 🚀🚀🚀 A nice re-test, nice consolidation and healthy little pullback. Primed for takeoff 🚀 along with... $Direxion Daily TSLA Bull 2X Shares(TSLL)$ $NVDA is reportedly discussing in investing in xAI, the AI startup by Elon Musk of Tesla $TSLA, per NYP! happy Tesla trading ahead. Cheers, BC 🍀🍀🍀 @Tiger_comments @TigerWire @TigerStars @TigerObserver @TigerPM
TOPhealthy pull back? r u serious???? look at the price. keeps falling! wtf
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11-03
In my view, the market has been pricing in the "Trump trade" for the past month, but we're starting to see signs of an unwind. We've seen a strong rally in crypto alongside Trump, but it seems likely that this will reverse if he loses. For example, Bitcoin dropped 6%$iShares Bitcoin Trust(IBIT)$ , $Trump Media & Technology(DJT)$
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11-01
$Alibaba(BABA)$ one of my fav strategy when holding longs is selling covered calls to earn the small premium expiring when the price of the stock is almost stagnant. Example buying and holding Baba at $98.5, selling Calls at $100,$105. If the calls expired worthless, i keep the premium, if exercised, I am still making profit of the premium + $100 - $98.5 I only do this when i am long, and the difference is not too big. Hope this inspire others to try options as a hedge to protect yourself rather than gambling 100 or 1000 contracts at a go.
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11-01
$Advanced Micro Devices(AMD)$
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11-01
Are You Ready for NOV?
𝙒𝙝𝙖𝙩'𝙨 𝙝𝙖𝙥𝙥𝙚𝙣𝙞𝙣𝙜 𝙩𝙤 𝙩𝙝𝙚 𝙗𝙤𝙣𝙙 𝙢𝙖𝙧𝙠𝙚𝙩? The bond market experienced a period of turbulence in October, characterized by a sharp drop in prices and a consequent increase in yields. The yield on the 10-year U.S. Treasury exceeded 4.20%. Below, we will analyze the main factors that contributed to the movement in the bond market, with particular attention to the impact of the upcoming U.S. elections. 𝟭) 𝙏𝙝𝙚 𝙞𝙢𝙥𝙖𝙘𝙩 𝙤𝙛 𝙜𝙧𝙤𝙬𝙞𝙣𝙜 𝙐.𝙎. 𝙥𝙪𝙗𝙡𝙞𝙘 𝙙𝙚𝙗𝙩 𝙤𝙣 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙢𝙖𝙧𝙠𝙚𝙩𝙨: Both candidates for the White House are unable, or rather do not have strong intentions, to manage the public spending problem. The U.S. budget deficit grew to $ 1.833 trillion for fiscal 2024 (8% higher than in 2023), and interest on the federal debt topped $ 1 trillion for the first time. This is the third-largest federal deficit in U.
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11-02
$Coinbase Global, Inc.(COIN)$ did a quick day trade by shorting and close the position before market closes. As there would be alot of uncertainty over the weekends and next week election day! $MicroStrategy(MSTR)$ $SPDR S&P 500 ETF Trust(SPY)$ $Vanguard S&P 500 ETF(VOO)$ $Invesco QQQ(QQQ)$
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11-02
Are stock overdue for correction?
BREAKING: US stocks have seen the largest outflow by institutional investors since September 2015. Net selling reached ~$6 billion last week, the second-largest in at least 15 years, according to BofA. This is also ~50% larger than the 2024 record inflows of ~$4 billion seen a few weeks ago. Professional investors appear to be pulling out of the market after a historic rally this year. The S&P 500 is up ~20% year-to-date and 40% over the last 12 months, or 4 TIMES the average annual return since 1957. Are stocks overdue for a correction?
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11-02
Which company will benefit more from the BTC rally? Companies heavily involved in the crypto ecosystem, like Coinbase and other cryptocurrency exchanges (such as Robinhood), could benefit directly from a Bitcoin rally due to increased trading volumes and transaction fees. Additionally, companies with significant Bitcoin holdings on their balance sheets, such as MicroStrategy or Tesla, might see a boost in their stock prices as the value of their assets rises with the rally. Other companies focused on blockchain technology and crypto mining, like Marathon Digital Holdings and Riot Blockchain, could also benefit from the Bitcoin price increase, as their revenue is directly tied to mining operations and the value of Bitcoin. Can Coinbase hold $180? This depends on several factors. Coinbase’s
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11-02
Will you jump on the wagon of nuclear power stocks? Nuclear power stocks have been gaining momentum recently, driven by growing interest in sustainable and reliable energy sources. Companies like OKLO, SMR, and NNE have shown impressive growth, with OKLO reaching an all-time high this month. Traditional energy providers with nuclear operations, such as Vistra Energy, Constellation Energy, and Talen Energy, have also seen their stock prices soar, increasing by at least 90% over the past year. With demand for clean energy continuing to rise, nuclear power could play a key role in meeting these needs, potentially sustaining the upward trend in 2024. For investors interested in the long-term potential of sustainable energy, nuclear stocks might be a sector worth exploring. However, it’s essent
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11-02
$Trump Media & Technology(DJT)$ Im already out of the trade.. but my prediction is this.. Monday US open - DJT $25-27 Tuesday US open - DJT $22-$25 Wednesday/thursday - DJT Win election. DJT will rally to fill this week Gap(closing at $30) before dropping back to $22. Stock will go back to its fair value after DJT wins.
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11-03
Preview of the week starting 04Nov24 - is Rivian on track to be an EV powerhouse?
Public Holidays There are no public holidays in Singapore, Hong Kong, America, or Singapore in the coming week. Economic Calendar (04Nov24) Notable Highlights The most watched event of the coming week will be the US presidential election. The results will likely affect American and global sentiment towards business and the conflicts in the various regions. With presidential candidate Trump promising to end the conflict quickly, this should bring some relief to the market though the defense industry should suffer. The next most important news will be the Federal Reserve's interest rate decision, which is due on Thursday night US time. The general forecast is looking at a 25-basis point cut. The recent inflation data from PCE would leave the Fed with some consideration as inflation remains s
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11-02
BITCOIN blueprint to macro right side top, I currently have macro distribution top starting from March this year to now mapped on the 3 day TF against the previous macro ATH on the 4hr TF. We can then see EMAs, candle print, and STOCH and RSIare mapped as close to 1-1. This wave down should complete around the 57k flat zone, then we get the final run up to macro right side top, which I have 3x options for, 1st being 3.4% higher than current left side top. #Second option is around 6.4% higher than current left side top.#Third option gets us higher to the 83500-83850K zone. The PA pattern I've mapped to will tell me along with the RSI and STOCH print. I also have confirmation left side macro top, for the DOWJ when weekly RSI tags the 77 point target on the weekly RSI, trade safe ensure
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