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748
General
Mickey082024
·
2025-07-31

VeriSign Shares Slide Sharply After Berkshire Hathaway Trims Stake: What It Means for Investors

$VeriSign(VRSN)$ VeriSign's stock took a significant hit following revelations that Warren Buffett’s Berkshire Hathaway sold nearly a third of its long-held stake in the domain name and internet infrastructure company. As markets absorb the implications of this high-profile divestment, investors are left questioning the company's long-term growth story amid evolving internet infrastructure and cybersecurity demands. Buffett's Quiet Exit Sends Shockwaves VeriSign Inc. (NASDAQ: VRSN), a low-profile but highly profitable company that manages domain name registries such as ".com" and ".net," saw its shares plunge sharply after it was disclosed in Berkshire Hathaway’s latest 13F filing that the Omaha-based investment conglomerate sold approximately one
VeriSign Shares Slide Sharply After Berkshire Hathaway Trims Stake: What It Means for Investors
TOPEnid Bertha: It's a great company, no doubt, but you know it's time to sell when you see 36 p/e and modest %4-5 growth
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662
General
Mickey082024
·
2025-07-31

CyberArk Software: A Strong Buy Amidst Accelerating Growth?

$CyberArk(CYBR)$ CyberArk Software (NASDAQ: CYBR), a leader in identity security and privileged access management (PAM), continues to demonstrate robust growth in an increasingly threat-prone digital landscape. With enterprises prioritizing zero-trust frameworks and compliance mandates, CyberArk’s solutions are in high demand. The company’s shift to a subscription-based model has fueled recurring revenue, while its expanding product suite positions it for long-term dominance. But with shares trading at a premium, is now the right time to invest? We analyze CyberArk’s financials, valuation, and future prospects to determine whether investors should buy, hold, or sell in July 2025. Accelerating Growth and Profitability CyberArk has transitioned succ
CyberArk Software: A Strong Buy Amidst Accelerating Growth?
TOPMortimer Arthur: Much higher and will be expensive. Should split and get more interest to drive price higher.
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978
Selection
nerdbull1669
·
2025-07-31

Chevron (CVX) Profitability Both Downstream and Upstream To Watch

$Chevron(CVX)$ is scheduled to report its fiscal Q2 2025 earnings on Friday, August 1, 2025, before the market opens. EPS (Earnings Per Share): The Zacks Consensus Estimate for EPS is approximately $1.66, a drop of nearly 35% from the $2.55 reported in Q2 2024. Revenue: Revenue is expected to be around $47.1 billion, representing an almost 8% decrease from the same period last year. In Q1 2025, Chevron (CVX) reported adjusted earnings of $3.8 billion, or $2.18 per share, which beat the analyst consensus of $2.15. Despite this, revenue of $47.6 billion fell slightly short of expectations. The company's earnings were significantly lower year-over-year, primarily due to lower crude prices and refining margins, and higher expenses. However, this was la
Chevron (CVX) Profitability Both Downstream and Upstream To Watch
TOPWade Shaw: Upstream still solid—Permian and TCO will surprise the bears! 💪
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2.59K
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Terrorfredx
·
2025-07-31
$NVIDIA(NVDA)$ do not fomo and buy in at this level. You may get burned, becareful.
$NVIDIA(NVDA)$ do not fomo and buy in at this level. You may get burned, becareful.
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978
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InverseCramer
·
2025-07-31
$NVIDIA(NVDA)$  Jensen Huang is UNSTOPPABLE. Never bet against Nvidia 🤧😭😢 
$NVIDIA(NVDA)$ Jensen Huang is UNSTOPPABLE. Never bet against Nvidia 🤧😭😢
TOPJackQuant: Nice!👍 So, are you shorting calls to hedge?
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1.13K
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OptionsAura
·
2025-07-31

Apple reports earnings after hours! What should I do with the wide straddle strategy?

$Apple (AAPL) $The financial report will be released after the market closes on July 31, Eastern Time. The agency expects to achieve revenue of US $88.957 billion in 2025Q3, a year-on-year increase of 3.71%; Earnings per share are expected to be $1.421, a year-on-year increase of 1.51%.For Apple's quarterly report,The market will focus on: iPhone sales growth, service business revenue, AI strategy progress, and tariff risk response.As the cornerstone of the company's financial performance, the current growth rate of iPhone revenue is gradually slowing down, mainly because the current iPhone 16 series is approaching the midpoint of its product cycle. Looking back at the second quarter report of fiscal year 2025, the iPhone's operating income increased
Apple reports earnings after hours! What should I do with the wide straddle strategy?
TOPMortimer Arthur: The company controls the stock price 24/7, they sell off every time it goes up, it’s a gold mine to them. Investors are fleeced all the time.
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1.73K
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xc__
·
2025-07-31

AI Titans Clash: Microsoft’s Azure vs. Meta’s Ad Empire—Who’s the Real Winner?

$Alphabet(GOOG)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The tech world is buzzing as Microsoft $Microsoft(MSFT)$ and Meta $Meta Platforms, Inc.(META)$ Platforms set new all-time highs after blockbuster Q2 2025 earnings, igniting a fierce debate: which business—Microsoft’s Azure cloud or Meta’s advertising juggernaut—holds the edge in the AI-driven future? Microsoft’s stock soared 8% to $470 after reporting stellar cloud growth and a record $80 billion AI infrastructure spend, while Meta’s shares rocketed 11% to $650 on robust ad revenue and a $64-$72 billion capex boost. Both comp
AI Titans Clash: Microsoft’s Azure vs. Meta’s Ad Empire—Who’s the Real Winner?
TOPPorter Harry: Insightful analysis! I think Meta’s reports verify its AI business model, which is beneficial to make market consensus.
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847
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nerdbull1669
·
2025-07-30

Apple (AAPL) Earnings To Watch Gross Margin For Tariff Impact and Q4 Guidance For Apple Intelligence

$Apple(AAPL)$ is set to report its fiscal Q3 2025 earnings on Thursday, July 31, 2025, after market close. This is a seasonally weaker quarter for Apple, preceding its major fall product launches. EPS (Earnings Per Share): The consensus estimate is around $1.42 - $1.43, a slight increase from $1.40 in Q3 2024. Revenue: Analysts expect approximately $88.96 billion - $89.1 billion. This represents a modest year-over-year growth of roughly 3.7% and aligns with Apple's prior guidance of "low to mid-single-digit" revenue growth. Summary of Apple's Fiscal Q2 2025 Earnings (Ended March 29, 2025) Apple reported better-than-expected results for its fiscal second quarter of 2025, driven by strong Services growth and a modest rebound in iPhone sales. Revenue
Apple (AAPL) Earnings To Watch Gross Margin For Tariff Impact and Q4 Guidance For Apple Intelligence
TOPgroovix: It sounds like you're keenly aware of the key factors at play.
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1.80K
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Jacob X
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2025-07-30
One word: Resilience The first half of 2025 has been a rollercoaster for investors, and my journey reflects a story of resilience. In early April, with market sentiment hitting one of its most bearish levels ever—evidenced by surveys like AAII Bull-Bear—I, as a long-term investor, decided to take a contrarian stance. As pessimism peaked, I began buying, focusing on growth stocks and cryptocurrencies, particularly Bitcoin, Ethereum, and Solana. Starting in March, I employed dollar-cost averaging into April, capitalizing on the market panic surrounding "Liberation Day" fears. Despite the initial downturn, signs of a market bottom emerged, with the $SPDR S&P 500 ETF Trust(SPY)$   showing early recovery signals. For a long-term inves
One word: Resilience The first half of 2025 has been a rollercoaster for investors, and my journey reflects a story of resilience. In early April, ...
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776
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xc__
·
2025-07-30

Four Months Up: Is August About to Tank the Market?

The stock market has been on a roll, climbing for four straight months, and now August is here, stirring up the big question: are we headed for a crash? History shows August isn’t usually a disaster zone—sure, it’s volatile, but it often ends in the green. Last year, we saw a mid-month plunge, yet the market still closed up 2%. With this hot streak behind us, though, could August finally break the rally? And if it does, are you poised to scoop up some bargains? Let’s unpack the past, size up the present, and figure out how to play a potential dip. We’ll lean on hard data and real trends to see what’s brewing—and how you can come out ahead. August’s Track Record: Wild but Not Deadly August has a reputation—it’s a rollercoaster, not a cliff. Looking back over decades, the S&P 500 tends
Four Months Up: Is August About to Tank the Market?
TOPCharlesBaker: Great insights! Love the analysis! [Applaud]
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3.12K
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Belle blooms
·
2025-07-30
Check out Replimune! Replimune’s stock collapsed ~75%—from around $12 to under $3—after the FDA issued a Complete Response Letter (CRL) for its RP1 melanoma therapy. The rejection stemmed from trial design flaws in the Phase III IGNYTE study, especially its heterogenous patient population and lack of adequate control, which undermined evidence of effectiveness Analysts linked the surprise decision to the FDA’s tougher stance under new leadership the FDA’s shift under Prasad Under Vinay Prasad, the FDA sharply increased scrutiny over accelerated approvals and uncontrolled data. Known for demanding randomized, well‑controlled trials and expressing skepticism toward surrogate endpoints, Prasad’s tenure signaled a “no shortcuts” era—becoming the central catalyst for the RP1 rejection Prasad’s
Check out Replimune! Replimune’s stock collapsed ~75%—from around $12 to under $3—after the FDA issued a Complete Response Letter (CRL) for its RP1...
TOPJackQuant: Thanks for sharing this investment target!👍
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1.13K
General
Star in the Sky
·
2025-07-30
$SEMBCORP INDUSTRIES LTD(U96.SI)$   I always trust Temasek holding on what and where it investments . We may time to time read about losses...but we also always read about it successful investments... Mind U, currently 1SGD to 1.3 USD ( last time was 1SGD to 4 USD. And  1 SGD to 3.3 RM. Without successful investments from Temasek and GIC , SGD won't be so strong too. ..I trust the investments in SG market: SIA, Keppel , Capital land , Mapletree,  Singtel ,, Sats and DBS etc.. hot news 30jul 2025 " Temasek Holdings has sold its minority stake in an Indian joint venture (JV) to its partner Schneider Electric for 5.5 billion euros (S$8.2 billion) in cash – over 10 times what the state investor
$SEMBCORP INDUSTRIES LTD(U96.SI)$ I always trust Temasek holding on what and where it investments . We may time to time read about losses...but we ...
TOPBonnieHoyle: Absolutely love your insights on Temasek! [Heart]
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427
General
Shyon
·
2025-07-30
Historically, August has not been a month with significant declines, though it tends to be more volatile and often ends higher. Last August, the market experienced a sharp drop but still closed up 2 percent. The market has now risen for four consecutive months—could August bring a major pullback? I have been observing the market trends closely, and I believe that a healthy pullback could be beneficial in the long run. After four consecutive months of gains, it is natural for the market to experience some correction. This could help reset valuations and set the stage for a more sustainable bull run. The historical data suggests that August is not typically a month of significant declines, which gives me some confidence. However, the increased volatility mentioned does indicate that we shoul
Historically, August has not been a month with significant declines, though it tends to be more volatile and often ends higher. Last August, the ma...
TOPjazzyloo: A pullback could indeed be the reset we need.
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763
General
Shyon
·
2025-07-30
I am not trading options yet, but I have been learning and observing strategies like the Iron Condor during earnings season. With Microsoft, Meta, Apple, and Amazon reporting, it is a great time to watch how the market reacts — especially since even good results can lead to small gains, while any miss causes sharp drops. The current volatility makes it even more important to understand risk management. At this stage, I am still in early learning and have not placed any trades. I am following the Tiger community closely to understand how traders manage risk and use volatility. The Iron Condor looks like a smart way to stay protected while betting on limited price movement. I do not have a specific options teacher yet, but I hope to learn more from the community. I am especially interested
I am not trading options yet, but I have been learning and observing strategies like the Iron Condor during earnings season. With Microsoft, Meta, ...
TOPTerra_Incognita: Have a great options onboarding journey and trading outcome.
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601
General
Guavaxf30
·
2025-07-30
Sofi Technology Sharing Deepthink's article on recent Sofi movement.  JPMorgan's price target hike for SoFi Technologies (SOFI) to $22 (from $16) reflects multiple fundamental improvements and strategic developments, supported by recent catalysts: 1. Accelerated Member Growth & Revenue Guidance RaiseSoFi raised its 2025 revenue guidance to $3.375B (+57% YoY), driven by record member growth adding 1.2M new users in Q2 2025. This positions the company to achieve its long-term target of 30% annual member growth 610. 2. Profitability MilestonesQ2 2025 marked SoFi’s third consecutive profitable quarter, with EPS beating estimates by 23%. Adjusted EBITDA margins expanded to 28%, signaling improved operational efficiency 109. 3. Blockchain/Crypto ExpansionSoFi’s re-entry into crypto serv
Sofi Technology Sharing Deepthink's article on recent Sofi movement. JPMorgan's price target hike for SoFi Technologies (SOFI) to $22 (from $16) re...
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61.17K
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Elliottwave_Forecast
·
2025-07-30

GBPUSD Elliott Wave Insight: Bounce Should Fail Into Support Zone

The GBPUSD is trading in higher high sequence from 9.22.2022 low in weekly. The bounce is corrective Elliott Wave sequence & expect further upside. It favors pullback in proposed 7 swings from 7.01.2025 high & extend into 1.3162 – 1.2898 area, while below 7.23.2025 high. It should find buyers in to extreme area for next leg higher in daily or at least 3 swings bounce. In 4-hour, it started correcting lower from 7.01.2025 high. It ended W at 1.3362 low of 7.16.2025 & X at 1.3589 high of 7.23.2025 each in 3 swings. Below X high, it favors downside in Y in 3 swings as it broke below 7.16.2025 low, expecting into extreme area. Within W, it ended ((a)) at 1.3523 low, ((b)) at 1.3620 high & ((c)) at 1.3362 low. Above there, it placed ((a)) at 1.3486 high, ((b)) at 1.3371 low &
GBPUSD Elliott Wave Insight: Bounce Should Fail Into Support Zone
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