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1.20K
General
WeChats
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2025-07-30
$Figma(FIG)$   🦄 CoreWeave vs Figma: Which Tech IPO Will Dominate 2025? 🚀💻 Figma is finally going public — just months after CoreWeave’s $CoreWeave, Inc.(CRWV)$   red-hot IPO debut. On the surface, it looks like a classic unicorn showdown: Figma’s IPO implies a $16.4B valuation CoreWeave’s implied valuation topped $19B after raising $1.1B pre-IPO But Figma comes with years of product traction — and a legacy $20B buyout attempt from Adobe. 👉 So who’s the real unicorn here: the quiet SaaS builder, or the GPU cloud darling riding AI hype? Let’s break it down. 👇 💰 Who’s Got the Bigger Price Tag — and Can They Justify It? Let’s talk numbers. 💵 Figma is aiming to raise up to $1B at a $16.4B valuat
$Figma(FIG)$ 🦄 CoreWeave vs Figma: Which Tech IPO Will Dominate 2025? 🚀💻 Figma is finally going public — just months after CoreWeave’s $CoreWeave, ...
TOPglowzi: Both offerings are intriguing, but Figma’s solid user base may just edge out CoreWeave’s hype.
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1.14K
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WeChats
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2025-07-30
$UnitedHealth(UNH)$   ⚠️ UNH Missed Guidance and Plunged: A Buy at $250? $UNH$ stumbled after Q2 earnings — dropping over 5% premarket as EPS came in below expectations. 🧾 EPS: $4.08 vs $4.45 expected 💵 Revenue: $111.62B vs $111.59B forecast 📉 Immediate market reaction: Sharp selloff to $250 — a 52-week low So… is this a value-buying opportunity for a healthcare giant? Or are there deeper structural issues in play? Let’s break it down. ⚖️ --- 💊 Behind the Numbers: Was This Miss Predictable? While UNH beat revenue forecasts, it missed on earnings due to rising costs. 🧬 The key culprit: Medical Cost Ratio (MCR) — which measures how much UNH pays out in care vs what it collects in premiums — ticked above expectation
$UnitedHealth(UNH)$ ⚠️ UNH Missed Guidance and Plunged: A Buy at $250? $UNH$ stumbled after Q2 earnings — dropping over 5% premarket as EPS came in ...
TOPFrancesWesley: I’d lean towards waiting for clearer signals.
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REIT_TIREMENT
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2025-07-30

Digital Core REIT's 1H FY25 Result Review

$DigiCore Reit USD(DCRU.SI)$ Basic Profile & Key Statistics Key Indicators Performance Highlight Gross revenue, net property income (NPI), and distributable income to unitholders posted strong year-on-year (YoY) growth, primarily driven by: Acquisition of an additional 15.1% stake in the Frankfurt data centre (Dec 2024) 20% interest in Digital Osaka 3 (Mar 2025) Higher rental and co-location income from the LA assets (3015 Winona & North Nash) Built-in rental escalations of 1–3% across leases However, despite the strong topline growth, distributable income rose only slightly due to: Lower finance income Higher finance costs, management fees, and other trust expenses Partial offset from more management fees being paid in units DPU remain
Digital Core REIT's 1H FY25 Result Review
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nerdbull1669
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2025-07-30

MasterCard (MA) Earnings Focus On Consumer Spending and Continued Strength Growth In US

$MasterCard(MA)$ is a major player in the global payments industry, and its upcoming fiscal Q2 2025 earnings report, scheduled for Thursday, July 31, 2025, before market open, will be closely watched. MasterCard peer, Visa (V) who had released its earnings earlier, beating expectations but shares declined, something worth noting is what Visa Chief Executive Ryan McInerney said in the release, "Consumer spending remains resilient, with continued strength indiscretionary and non-discretionary growth in the U.S.," Will this be the same for Mastercard. EPS (Earnings Per Share): The consensus estimate is around $4.03 - $4.05. This represents a healthy year-over-year increase of approximately 12.8% to 15% from $3.59 in Q2 2024. Mastercard has a strong his
MasterCard (MA) Earnings Focus On Consumer Spending and Continued Strength Growth In US
TOPMortimer Arthur: Buy Mastercard. It will raise dividends and share buy back.
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4.60K
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OptionsBB
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2025-07-30

A Simple Guide to Profiting from Apple’s Q3 Earnings

2025 Q3 Earnings Expectations $Apple(AAPL)$ Apple’s 2025 fiscal Q3 corresponds to the calendar Q2 of 2025.Consumer demand was pulled forward, with Q3 revenue expected at $89.6 billion, exceeding forecasts.Gross margin is projected at 45.8%, slightly below expectations.Gross margin for fiscal Q4 is anticipated to drop to 45%.The market is concerned about Apple lagging behind in the AI space.How to Evaluate the Earnings OutlookA neutral to slightly negative report.No major surprises, and no significant bearish catalysts.Current valuation is not at historical highs.Expected earnings volatility: ±4.2%, trading range between $203–$222.Trading StrategyDespite some negatives, the valuation is reasonable, and the stock is unlikely to break below the expec
A Simple Guide to Profiting from Apple’s Q3 Earnings
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3.89K
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StayClose
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2025-07-29
$GOOGL 20250829 180.0 PUT$ I opened 1 lot(s) $GOOGL 20250829 180.0 PUT$  , 🟢 Sold GOOGL PUT @ $2.15 — Riding the Golden Cross Momentum Just initiated selling a Cash Secured Put position on GOOGL (strike: $180, expiry: 29 Aug 2025) with premium collected at $2.15, while GOOGL traded near $190–$191. Targeting a 20–30% profit on premium as I ride the technical setup in play. 📈 Why GOOGL? GOOGL's daily chart just printed a Golden Cross: the 50SMA crossed above the 200SMA, a rare and bullish signal that historically precedes upward momentum. As long as $191–$193 holds, the next leg could challenge $198, and if momentum sustains, $202–$203 is well within rea
GOOGL PUT
07-29 00:06
US20250829 180.0
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$GOOGL 20250829 180.0 PUT$ I opened 1 lot(s) $GOOGL 20250829 180.0 PUT$ , 🟢 Sold GOOGL PUT @ $2.15 — Riding the Golden Cross Momentum Just initiate...
TOPJackQuant: Good! Wait to see its financial performance.
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2.68K
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玩具要等到深夜才玩
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2025-07-29
Comment
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2.63K
General
Jadenkho
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2025-07-29
Comment
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8.89K
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Longacres_Finance
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2025-07-29

WM: Q2 Highlights

Hello everyone! Today i want to share some trading ideas with you!1.♻️ Waste Management $Waste Management(WM)$ Q2 2025 Highlights:✅ Adj. EPS: $1.92 (beat by $0.03)✅ Revenue: $6.43B (+19% YoY)✅ FCF: $818M (+54%)✅ EBITDA margin: 29.9%Strong landfill & RNG growth driving profits. Dividend, cash flow, and green tailwinds = long-term strength.WM is part of the Quality Investable Universe.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
WM: Q2 Highlights
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9.02K
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ShayBoloor
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2025-07-29

Trading Ideas| UNH& NVO

1. $Novo-Nordisk A/S(NVO)$ IS AN ABSOLUTE MESSToday’s $60B drawdown is one of the most ironic moments I’ve seen. This could’ve played out VERY differently if they had embraced $HIMS instead of dismissing the disruptor building the consumer layer they clearly weren’t ready to own.Novo just lost 5x HIMS’ entire market cap in a single day -- because they underestimated the shift.2. $UnitedHealth(UNH)$ Q2 Earnings 🚨• Sales $11.62B vs Est. $11.59B• EPS $4.08 vs Est. $4.45• Medical Care Ratio: 89.4% -- up +430 bps YoYFY25 Guidance• Sales $447B vs Est. $449B• EPS $16.00 vs Est. $20.90• Medical Care Ratio: 89.3%ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to
Trading Ideas| UNH& NVO
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8.33K
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SGX_Stars
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2025-07-29

💰IREIT Global Lead Top 10 S-REITs by Distribution Yield in H125

The ranking of Singapore real estate investment trusts (S-REITs) dividend yields in the first half of 2025 is released, and global asset trusts have performed well.According to data from FSMOne and Bloomberg as of July 25, $IREIT Global SGD(UD1U.SI)$ ranked first with a dividend yield per unit of 8.9%, followed by Sasseur Real Estate Investment Trust (8.6%) and $First Reit(AW9U.SI)$ (8.3%).You may have interest in @Kenny Loh 's LIVE about Singapore REITs Yield and Growth Outlook for H2 2025.List highl
💰IREIT Global Lead Top 10 S-REITs by Distribution Yield in H125
TOPMerlin Spear: But which has high possibility of corrupting capital?
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3.58K
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OptionsDelta
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2025-07-29

Will NVIDIA Reach $185 This Week?

$NVIDIA(NVDA)$ It’s only Monday, and the open interest (OI) for this week’s expiring options has already reached astonishing levels.There are three call options with OI exceeding 100,000 contracts:$NVDA 20250801 177.5 CALL$NVDA 20250801 180.0 CALL$NVDA 20250801 185.0 CALLFor context, even during the June triple witching day, only four call options had OI exceeding 100,000 contracts.High OI can have different impacts depending on the timing:Early in the week (Monday–Wednesday): High OI creates a squeeze effect, pushing the stock price higher as it gravitates toward the higher strike prices. That’s why I believe NVIDIA has a chance to hit $185 this week.Later in the week (Thursday–Friday): The stock price tends to stabilize in the range with the lar
Will NVIDIA Reach $185 This Week?
TOPBenjean: surely.... current sentiments is great on up trend
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1.57K
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Tiger V
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2025-07-29
$Alphabet(GOOG)$ I added to my GOOG position, confident that Alphabet’s aggressive AI integration strategy will reinforce its search and ad empire. Despite threats from AI disruptors like OpenAI and Perplexity, Google’s rollout of AI Overviews—drawing 1.5B monthly users—and enterprise-level Gemini tools demonstrates its resilience. The new AI-only search mode and OpenAI’s adoption of Google Cloud further highlight Alphabet’s growing edge. As AI-driven ad loads and targeting improve, I see strong upside ahead of its Q2 earnings.
GOOG
07-29 22:06
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$Alphabet(GOOG)$ I added to my GOOG position, confident that Alphabet’s aggressive AI integration strategy will reinforce its search and ad empire....
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Bullaroo
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2025-07-29

MicroStrategy's High-Stakes Gamble: Can Earnings Justify an 85% Premium Amid Market Slide?

MicroStrategy ( $Strategy(MSTR)$ ), under the leadership of its Executive Chairman, Michael Saylor, has executed one of the most audacious corporate strategies in recent history. It has transformed itself from a modest enterprise software company into a de facto holding company for Bitcoin, making its stock a widely used, albeit complex, proxy for the digital asset. Analysing MicroStrategy requires abandoning traditional corporate valuation methods and instead deconstructing the enterprise into its parts to understand the true drivers of its stock price: its Bitcoin holdings, its use of leverage, and the speculative premium at which it trades. The Saylor Doctrine: A Strategy of Perpetual Accumulation Since initiating its Bitcoin treasury strategy
MicroStrategy's High-Stakes Gamble: Can Earnings Justify an 85% Premium Amid Market Slide?
TOPRon Anne: the NAV math doesn’t lie, but if you believe in Bitcoin hitting 500K+ within the decade, MSTR offers asymmetric upside. I’m staying in, even with premium compression risks—it’s still one of the boldest plays on BTC.
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Shyon
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2025-07-29
I find it intriguing that Tesla rose 3% after Trump announced a deal to set 15% tariffs on goods from the European Union. This kind of news can certainly impact stock prices, and Tesla's reaction suggests investors see potential benefits from such tariffs. It is a clear sign that external economic policies can play a significant role in the company's performance. The question of whether it is time to sell Tesla or hold for a breakout after this recent rebound is an important one. I believe now is definitely not the moment to sell. The share price is currently in a lower price range, which I see as a potential support level. Selling at this point might mean missing out on future gains. Instead, I think this could be a good opportunity for investors to hold or even start accumulating sh
I find it intriguing that Tesla rose 3% after Trump announced a deal to set 15% tariffs on goods from the European Union. This kind of news can cer...
TOPLilithMonroe: Strong analysis
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3.82K
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Shyon
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2025-07-29
I find it interesting to see Coinbase's stock gaining nearly 100 more than this analyst expected two months ago when he suggested people should buy it. The fact that it has also outperformed bitcoin by a wide margin is quite impressive. It shows the strength and potential in the cryptocurrency market, especially with platforms like Coinbase leading the charge. Regarding MicroStrategy's earnings report, I believe it could indeed influence its stock. Positive earnings, particularly those tied to Bitcoin holdings, may boost both assets. On the other hand, disappointing results could trigger sell-offs. This connection between earnings and Bitcoin holdings highlights how intertwined traditional finance is becoming with cryptocurrencies. When it comes to whether I think Coinbase can continue out
I find it interesting to see Coinbase's stock gaining nearly 100 more than this analyst expected two months ago when he suggested people should buy...
TOPBertScott: Wow, love your insights! Keep them coming! [Wow]
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Tiger_comments
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2025-07-29

NVIDIA Doubled From Lows: While Other Stocks Struggled This Earnings Season?

Yesterday, both the S&P 500 and Nasdaq hit fresh all-time highs. Yet investors are asking the obvious question: if earnings reports have generally been disappointing, why is the market still going up?According to the latest data, the S&P 500's net profit margin for Q2 2025 is 12.3% — down from 12.7% in the previous quarter, but still higher than 12.2% a year ago and above the 5-year average of 11.8%. This marks the fifth consecutive quarter with profit margins above 12%, a streak only seen previously between Q2 2021 and Q2 2022. However, this is also the first quarter-on-quarter decline since Q4 2023.Looking at individual company earnings, poor results often led to steep drops, while beats mostly brought only mild gains.1. Semiconductors: All but NVDA and AMD CrumbledAI favorites <
NVIDIA Doubled From Lows: While Other Stocks Struggled This Earnings Season?
TOP1PC: I'm inclined to NVIDIA could still maintained it's momentum to $180-200 level 🎚️ 🙏, then show signs of Corrections 😁. NVIDIA strong 💪💪😲 @JC888 @Barcode @Shyon @Shernice軒嬣 2000 @koolgal @yourcelesttyy
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Maverick AI
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2025-07-29

Diet Drug Disaster: Novo Slashes Growth Forecasts

$Novo-Nordisk A/S(NVO)$ was scheduled to report Q2 earnings on Aug. 6, but chose to issue an early earnings warning.There has also been a change of CEO, with Maziar Mike Doustda replacing Lars Fruergaard Jørgensen on August 7th.Earnings warning and market reactionSales & Profit Adjustments: Full year 2025 sales growth estimate is lowered to 8%-14% (CER ) from 13%-21% (CER) and operating profit growth is lowered to 10%-16% (CER) from 16%-24%, which is significantly lower than analysts' expectations of 16.6%. In Danish krone terms, sales and profit growth fell by a further 4% and 7% respectively, mainly due to the depreciation of the US dollar.The core driver of the downgrade stems from Wegovy, with lower-than-expected penetration in the out-of-p
Diet Drug Disaster: Novo Slashes Growth Forecasts
TOPkeke006: Wow, quite a turnaround for Novo! [Surprised]
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5.34K
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Xaddy_Analyst
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2025-07-29

Figma IPO vs CoreWeave IPO: A Battle for 2025's Tech Crown

$Figma(FIG)$ $CoreWeave, Inc.(CRWV)$ The tech IPO market in 2025 is heating up, with Figma's upcoming public offering on July 31, 2025, poised to challenge the benchmark set by CoreWeave's blockbuster IPO earlier this year. Figma, a cloud-based design software giant, is targeting a valuation of up to $18.8 billion, while CoreWeave, an AI-focused cloud computing platform, raised $1.5 billion at a $23 billion valuation in March 2025. This analysis explores whether Figma's IPO can surpass the hype generated by CoreWeave, examining financials, market conditions, and investor sentiment. Figma's IPO Details Figma's IPO is one of the most anticipated tech listings of 2025. The company plans to issue approximately
Figma IPO vs CoreWeave IPO: A Battle for 2025's Tech Crown
TOPAL_Ishan: Figma going public is huge! Its growth numbers are impressive, but I’m more excited to see how the competition with Adobe and AI companies plays out. Will it be another $SNAP or something bigger? The hype is real though! 😎
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Tiger_comments
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2025-07-29

$5 Vouchers & Coins Sent🔥 Join the Buzz with Prediction Games and Topic Posts!

Thank you all for your enthusiastic participation.It’s time to announce the winners again! Let’s reveal last week’s winning Tigers! Tiger Coins have already been distributed[Heart][Heart]please check the Tiger Coin Center to find in your history!First, let’s take a look at last week’s Lucky Tigers!Each of you has received 100 Tiger Coins! Don’t forget to check them[Tongue]@joechill@luv2trade@DeanstaGanggang679FBBSOiLGeR@NJ. @piggy pig All it takes is one post in the weekly topic to have a chance at winning the lucky dra
$5 Vouchers & Coins Sent🔥 Join the Buzz with Prediction Games and Topic Posts!
TOPBarcode: $Strategy(MSTR)$ $CleanSpark, Inc.(CLSK)$ $MARA Holdings(MARA)$ 🚀💰👑 Wah lau eh, Space Rocket, my Options Bitcoin Queen, you chart like a hawker uncle flipping prata: flawless and keen. Strike rate so shiok, even Fibonacci nods in respect; your trades got more bounce than Orchard Road on payday. No chop, no cheat, just pure strategic heat. 📉☕💥 Every green candle? You toast it like kopi o gao, while others blur in the haze, you steer the trend like MRT on peak-hour flow. No lag, no bluff; you slice through resistance like chicken rice at max speed, precise and low. 🧾🐯💸 Me? I just checked my Tiger Coin stash; thanks to daily discussion, I’ve added to my cash. Seventy-seven thousand and eighty-eight coins locked tight, with 523 days checked in, discipline stacked like satay skewers at night. 🎁🥳🍞 Tiger Comments, I salute you 🫡. This $5 voucher was sweeter than kaya toast at Tiong Bahru in the morning dew. Together we climb, no brag, just facts, from Bukit Timah’s heights to deep in-the-money contracts. 📈🔥🪙 So here’s to you Sis, Space Rocket, my ride-or-die in this high-octane TA sky. Your entries hit harder than sambal belacan, and your exits? Clean like Changi’s runway fly-by. We’re most active, most consistent, in case you missed the post; just pass me the kopi and we’ll raise a glass to the coast. 🏆📚🎯 To all the winners who’ve lit up the board with relentless precision and strategic accord, your presence sharpens the edge of this market game. In every chart, post, and insight you claim, there’s a signal of brilliance that can’t be ignored. Respect to the minds that move with intent, this leaderboard’s not just earned, it’s intellectually sent. 🚀🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟧 @Tiger_comments @Daily_Discussion @SPACE ROCKET
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