1.44K
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2025-07-25
A Simple Guide to Profiting from META’s Q2 Earnings
2025 Q2 Earnings Expectations $Meta Platforms, Inc.(META)$ Gradually improving AI tools are significantly enhancing ad spend ROI.With tariff policy easing, e-commerce ad spending resumed growth in May and June.Meta’s Q2 revenue is projected to reach $45.5 billion, a 16.5% YoY increase, exceeding expectations.Operating profit is expected to hit $17.4 billion, also surpassing forecasts.The market is concerned about a potential sharp increase in 2026 capital expenditures.How to Evaluate META’s Earnings OutlookAI tool investments are paying off, and the core advertising business remains robust.The company made a massive investment in data centers during Q2, spending hundreds of billions, indicating strong confidence in mid-term revenue growth.While in
TOPMerle Ted: An $80/share increase after earnings is very possible. It has happened before and can happen again.
3.94K
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2025-07-25
Is MINISO the King of Small Commodity Retailers?👑
A large part of consumers in China can see a shop named "MINISO" in every shopping mall, and one comment about this brand is widely spread and recognized in Chinese social media — "Every time I walk by the MINISO, I can't restrain the urge to go inside and browse." So what magic does this brand aimed to sell high price-performance ratio goods have?In simple words, MINISO has some growth engines:💡 Growth Engines Powering the BrandDiverse, ever-refreshing assortment: MINISO rolls out over 1,180 new SKUs monthly across lifestyle categories—home goods, textiles, electronics, beauty tools, toys, snacks, stationery and more—with an average price of just ¥14.30 in China. This ultra‑affordable positioning has solidified its consumer appeal.Global expansion gaining traction: As of March 31, 2025, M
TOPNice analysis!👍 I’m also watching it.🐂
2.62K
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2025-07-25
So heres my take on whats been going on with Tesla stock — its been a rough ride, and honestly, it’s gone from bad to worse over the past few months. Back at the start of 2025, I thought the company was just going through a bit of a dip, but now it’s pretty clear that things are unraveling faster than expected. It started with Tesla’s Q1 2025 earnings. Revenue was down 9% year-over-year, and even worse, automotive revenue dropped 20%. That’s not a small decline — it’s a full-on slump. Net income crashed by more than 70%, and margins took a huge hit. Their operating margin fell to just 2.1%, which is shockingly low for a company that used to be proud of its efficiency. Then came the delivery numbers. Tesla delivered around 337,000 vehicles in Q1, which was way below expectations and down 13
TOP320 tailing off. As some more comes out about EU deal nothing's good about it for the consumer
2.93K
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2025-07-25
The Dark Side of SPACs
Complete losses of some SPACs I own In 2020/2021 SPACs (Special Purpose Acquisition Companies) were all the rage. Some of these SPACs were formed by top hedge fund manager, billionaires, corporate CEOs like MGM CEO Harry Sloan and popular names like billionaires Reid Hoffman (Paypal/LinkedIn founder), Chamath Palihapitiya (Facebook now Meta) all created their own SPACs. The purpose of a SPAC is to raise capital through an initial public offering (IPO) to acquire or merge with an existing private company. Essentially, a SPAC is a vehicle for taking a private company public, often acting as a faster and potentially less expensive alternative to a traditional IPO. Rocket Labs was taken public from SPAC merger with Vector Acquisition Corporation on August 2021 For th
TOPSuch insightful thoughts, really appreciate it! [Heart]
1.15K
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2025-07-24
I do not think Singapore does a better job at financial literacy education than other countries. There are no official lessons in schools about saving, the proportion of one’s allowance from parents/ income that should be saved, on how to manage money and on how to invest. Growing up, I do not recall any lessons like these when it is essential for survival. I do however think that many are financially literate because of self learning and there is an abundance of resources available to facilitate that. Parents teach their children based on what they know. So, I think education at home plays a far bigger part than schools. I think it is improtant to start young even preschoolers need to be taught the value of money. The content should of course get progressively deeper with age as the chi
966
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2025-07-24
Alphabet Q2 2025 Earnings: A Strong Beat, But Is $200 in Sight? $Alphabet(GOOGL)$
TOPIt's great to see your optimism about AI's potential for Alphabet
1.38K
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2025-07-24
I am excited to see the $S&P 500(.SPX)$
1.41K
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2025-07-24
🧘 Tesla: From Panic to Perspective – Where Could the Bottom Be?
It's easy to get shaken when the headlines scream “From Bad to Worse.” But let's step back. $TSLA is down 18% YTD, yes—but context matters. 📉 The Pain Is Real: Revenue: $22.5B (-12% YoY), but still a $400M beat Free cash flow: Down due to Model 3/Y retooling and AI infra ramp Margins: Gross 17%, Op margin 4%—under pressure from price cuts, FX, and tariff noise But here's what's not priced in fully: 🔮 What Comes Next? Model Y L launch this fall = potential ASP boost and demand reset Dojo buildout + AI/robotaxi narrative could return on any autonomy update Q3 comps will look much easier after this low base 🧠 Technical Outlook: Strong support near $310–315 If that fails, psychological level at $300 (gap fill from early June) Resistance now at $338–345, which could be retested on any Fed tailw
1.27K
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2025-07-24
I believe the post-earnings surge of these under-the-radar companies is justified. They not only beat expectations but also raised guidance or showed strong margins. GE Vernova and TE Connectivity benefit from long-term trends like clean energy and AI, while Lennox and General Dynamics delivered strong results through solid execution. This proves there is strength beyond the big names. Despite Tesla and Alphabet’s mixed results, I am still positive on the rest of the Magnificent 7. Apple, Microsoft, Amazon, and Meta could lift overall earnings, especially with continued demand in AI and cloud. The projected 14.1% earnings growth from these seven shows how important they remain to the S&P 500. I am most optimistic about Microsoft $Microsoft(MSFT)
TOPIt's refreshing to see confidence in these lesser-known companies
1.47K
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2025-07-24
$DBS(D05.SI)$ DBS Bank hitting an all-time high of S$49.21 is a milestone that’s got both long-term holders and new investors watching nervously as it marches toward that psychologically satisfying S$50 level. The move is impressive—up 16% year-to-date—though it pales in comparison to last year’s 52% surge. For Singapore’s heavyweight bank, the next steps are a mix of opportunity and risk, and the market is right to get a little twitchy near new highs. As DBS approaches S$50, the biggest question is whether it can sustain this rally or if it’s due for a breather. Analysts are already waving caution flags about the bank’s elevated valuation, especially as its share price stretches further above book value. That’s not just technical nitpicking; it
TOPExciting times ahead for DBS! 🚀 [Great]
1.10K
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2025-07-24
Here’s what’s happening in the markets and the key stocks to keep on your radar today (July 24): ⸻ 1. 📰 Key Market Moves & Stocks Worth Watching ✅ Trade Deal Optimism Boosts Global Sentiment • U.S.-Japan recently agreed on a 15% tariff framework, lifting hopes for similar U.S.-EU deals . • Asia markets have rallied, with Tokyo’s Topix and China indexes hitting fresh highs on this wave of positivity . 📉 Tesla Slides • Tesla slipped ~6% pre-market after Q2 earnings missed expectations, with CEO Musk signaling “rough quarters” ahead due to weaker auto sales and dwindling EV subsidies . 📈 Alphabet (Google) Shines • In contrast, Alphabet rose ~3.6–3.7% post-earnings, driven by strong AI-spurred revenue growth from its cloud division . 📌 Other Movers • ServiceNow surged nearly 7% after u
1.15K
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2025-07-24
AI Gold Rush: Hype, Mania, and the Cutthroat Race for Top Talent
There’s an old saying that history doesn’t repeat itself, but it often rhymes. For anyone watching the technology landscape in 2024 and 2025, it’s impossible not to see echoes of the dot-com boom and the crypto frenzy—except this time, the gold rush is for artificial intelligence (AI). The world has gone all-in on AI, and the excitement (and anxiety) is almost palpable. Seemingly overnight, AI has become the magic buzzword in every boardroom, earnings call, and investor presentation. Companies—big and small—are scrambling to bolt “AI-powered” onto their products, and entire industries are in the throes of transformation. Wall Street is obsessed. Silicon Valley can’t sleep. Every headline screams about breakthroughs, multi-billion dollar investments, and mind-blowing new models. But beneath
TOPThe race for AI talent seems unsustainable; remember what happened after the dot-com boom?
1.55K
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2025-07-24
$Netflix(NFLX)$
TOPNFLX has been hit with air pockets in the past. History has shown it can recover and move to all-time highs. The stock is now consolidating and searching for a bottom after an overly optimistic and unrealistic runup. Patience will be rewarded long term.
1.81K
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2025-07-24
With Trump pushing a national AI agenda and companies racing to expand their infrastructure, capital expenditure is surging again — and Nvidia is back in the spotlight. After a volatile stretch, the stock is rebounding. But is this just a relief rally, or the start of a renewed bull run? What’s Driving the Rebound? Policy tailwinds: Trump’s AI push is expected to unlock funding, accelerate federal adoption of AI, and incentivize private sector investments — all of which mean more demand for chips. Capex surge: Major tech firms, cloud providers, and even startups are boosting spending on GPUs, data centers, and AI infrastructure. Nvidia remains a key beneficiary at the center of this ecosystem. Resumed China sales: Loosening export concerns and resumption of shipments to China add another s
TOPSuch insightful analysis! I love it! [Heart]
1.34K
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2025-07-24
I believe Tesla $Tesla Motors(TSLA)$ is currently near its bottom, given the challenging period it’l's facing. The company's revenue and profit for the last quarter came in slightly below expectations, and the significant drop in free cash flow is concerning. It feels like a tough spot, but I think this might be a temporary low point. I've noticed that Elon Musk and CFO Vaibhav Taneja have pointed out rising tariff costs and the expiration of federal EV tax credits as major hurdles. These factors are clearly impacting Tesla's financials, with the stock falling around 10% in today's trading and dropping 24% year-to-date. It's a rough patch, and I'm keeping an eye on how these challenges play out. Looking at the numbers, I see
TOPagree with you but I am looking at indicators
2.24K
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2025-07-24
Meme Stocks
I was casually scrolling through my watchlist today when something jumped out at me—Kohl's (KSS) is up more than 9%. Kohl's (KSS) What’s going on here? Now, to most people, Kohl’s is just a department store, one of those mid-tier retail chains you walk into when you’re looking for socks, or maybe some kitchenware that’s on sale. But for traders who track meme stocks, a sudden spike like this isn’t just background noise. It’s often interpreted as a spark, a potential signal that a new meme rally could be forming. Wait... Is Kohl’s a Meme Stock Now? Technically, yes or at least it’s meme-stock adjacent. Over the past few years, a rotating cast of companies has been thrown into the meme-stock blender. Think AMC, GameStop, Bed Bath & Beyond and so on. These are companies that, despite shak
TOPKohl's catching the meme wave, wow! [Surprised]
1.38K
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2025-07-24
$Tesla Motors(TSLA)$ $Krispy Kreme, Inc.(DNUT)$ $NVIDIA(NVDA)$ 📉⚖️🔻 TSLA at the Crossroads: Approval Falling, Bears Pressing, and Tariff Storms Brewing 🔻⚖️📉 I’m fully convinced that $TSLA is entering one of its most critical junctures of the year. Price action, political pressure, and historical data are all converging right now, and I believe the market’s about to force a decision. The stock is down 23% YTD, just broke below $305, and is now teetering at the bottom edge of a massive symmetrical triangle on the daily chart. And the timing couldn’t be worse: the upcoming week has historically been Tesla’s weakest of the entire year. 🔍 Setup At $303.24, $TSLA is si
TOPThe RSI pop with that weekly MACD crossover gives me serious $GPRO vibes from back in March. DNUT’s not just running on hype either; that CFO appointment and institutional flow give it actual legs. Love how you mapped the gamma flow dynamics so clearly.
809
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2025-07-25
Is a 10% Pullback Coming? I’m Preparing
Despite persistent risks hanging over the global economy — inflation, geopolitical tensions, U.S. stocks continue to defy gravity. Major indices have recently hit record highs. S&P 500 (.SPX) But should investors start getting cautious? Historically, the late summer months tend to be weaker for the market. And when the market has already enjoyed strong gains from May through July (as it has this year), it’s not unusual to see a pullback. Call it a seasonal correction or just a breather, but history suggests the party doesn’t always last uninterrupted. A Market That's Been Running Hot Personally, I’ve been watching the market rally with a healthy mix of admiration and caution. There’s no denying the strength behind the recent surge, but markets move in cycles and after extended bullish
TOPBull pack opportunities for buying cheap and discounted shares with good fundamentals.
1.12K
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2025-07-25
Real-Time Commentary: Tesla Earnings Dip as Expected, But Margin Rebound Reveals Silver Lining Core Financial Indicators $Tesla Motors(TSLA)$
TOPGreat insights on Tesla's earnings! [Grin]
819
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2025-07-25
When I invest, I invest for growth. Long term investing with growth stock is the only way out of middle class. I worked 13 hour daily, looking at news when I commute to work and before sleep. What do you do to grow your money?