$UnitedHealth(UNH)$ Bullish on UNH! As the top US health insurer, its massive scale is its moat: more customers = better risk pooling = competitive pricing = more growth. That flywheel effect keeps UNH ahead.
$Tesla Motors(TSLA)$ Musk dropped "Master Plan 4", predicting 80% of TSLA's value will come from bots! Stock soared 13.5% in two days, market cap hit $1.277T. $430 looks achievable this week!
$Alibaba(BABA)$ 's flash sale win is impressive! Previously, even a $380B investment didn't break 148, but now it's soaring. With cloud Capex rising and Ele.me gaining share, a return to 200 looks likely. Buying BABA is betting on cloud+AI+chips!
$SharpLink Gaming(SBET)$ 's gaming play striking gold! Sports betting legalization advancing with season peak, niche sector blooming. Wish all players profit while having fun - let's win together!
$CoreWeave, Inc.(CRWV)$ is a promising stock with strong potential. As industry conditions improve, its earnings could drive share prices doubling easily.
$Opendoor Technologies Inc(OPEN)$ is a stock you gotta hold long-term to win big. Trying to time trades? You'll either sell too early and miss the rally, or mess up and raise your cost basis. Hold tight for massive gains!
$Wolfspeed Inc.(WOLF)$ US stock WOLF surges on heavy volume, signaling strong market confidence in silicon carbide. With booming EV demand and industry tailwinds, the third-gen semiconductor leader is poised to grow. Keep an eye on capacity expansion and client updates!
As I look at Alibaba's $Alibaba(BABA)$ $Alibaba(09988)$ recent performance and the questions posed, I'd consider taking profit at $170 as my near-term price target. The company's consecutive victories across AI, cloud, and food delivery, coupled with institutions raising the target price to $190, suggest strong momentum. However, I think $190 is possible but might come with a pullback first before rebounding, so locking in gains at $170 feels like a prudent move for now. Regarding Alibaba's self-developed chips and their impact on China's AI and semiconductor ecosystem, I see this as a game-changer. By partially replacing Nvi
Nebius’ Meteoric Rise: Genuine AI Breakthrough or Just Nvidia’s Halo Effect?
I always find markets fascinating when a stock vaults 50% in a matter of days, because that kind of move usually reveals either a genuine structural shift or a collective rush of investor euphoria. $NEBIUS(NBIS)$ , the AI-infrastructure specialist, has just delivered that kind of spectacle, touching a 52-week high of $100.51 after trading as low as $14.09 within the year. The question is whether this meteoric run is the start of something enduring or simply the effect of investors chasing the nearest Nvidia proxy. Meteoric rise, but gravity always waits its turn Riding the AI wave or making its own? Nebius has repositioned itself firmly into AI-focused infrastructure, and that pivot appears to be resonating. Quarterly revenue has surged nearly eig
Figure Technology Solutions Soars 50%+ Intraday in IPO Debut Stablecoin issuer $Figure Technology Solutions(FIGR)$ started trading on the NASDAQ on Thursday under the symbol FIGR, with shares surging over 50% at the open. FIGR began trading shortly after 1 p.m. ET, surging to an intraday high of $38.05—marking a 52.2% jump from its $25 IPO price. The stock later pulled back to close at $31.11, up 24.4% on the day. Figure had previously increased the size and raised the price range of its initial public offering on Tuesday. Co-founded in 2018 by technology entrepreneur Mike Cagney, Figure operates a blockchain-native platform for lending, trading and investing in consumer credit and digital assets. Business Model Figure's operating mode
Alibaba Options Volume Doubles Amid Convertible Bonds Offering $Alibaba(BABA)$ options volume more than doubled, setting the Chinese e-commerce giant on course to join $Opendoor Technologies Inc(OPEN)$ , and $NVIDIA(NVDA)$ in the six most active stock options after the company announced a $3.2 billion convertible notes offering to help boost its cloud infrastructure. To minimize potential dilution of the stake of existing shareholders, Alibaba will implement capped call options with a strike price 60% above the reference share price, ac
Hunting for the Next Nvidia: Where Tomorrow’s Market Giants May Be Hiding
$NVIDIA(NVDA)$ Fifteen years ago, most investors thought they had Nvidia (NASDAQ: NVDA) figured out. It was the company that made the best gaming GPUs, riding the rise of PC gaming and high-performance graphics cards. Important, yes. Revolutionary? Not quite. Few predicted that this “niche hardware” firm would become the backbone of the artificial intelligence revolution, powering everything from ChatGPT to self-driving cars. Fast-forward to 2025, and Nvidia has become one of the most valuable companies on Earth. The transformation from gaming chip designer to AI infrastructure leader stands as one of the greatest investment stories of our time. It is also a reminder of a truth that long-term investors often forget: the next great stock won’t look
This week my focus is on $Figure Technology Solutions (FT Intermediate)(FIGR)$ , the newly listed blockchain lender. Its Nasdaq debut was strong, opening at $36 — a 44% jump from its $25 IPO price — before closing near $31, valuing the company at around $6.6 billion. That debut reflects both renewed IPO appetite and the appeal of Figure’s model. Figure stands out because it uses blockchain to power home equity lines of credit (HELOCs) & runs a digital asset exchange. Unlike many recent IPOs, it’s already profitable, with $340.9M in revenue last year, up 63%, and $19.9M in net income. Revenue rose another 22% in the first half of 2025, with profits of $29.4M — a rare achievement among new listings. With backing from big names like Stanley Dru
I see $SoFi Technologies Inc.(SOFI)$ and $NEBIUS(NBIS)$ as two names with real potential to follow the path of Nvidia, Tesla, or Palantir. SoFi has already moved beyond being just a fintech app, building a full ecosystem of lending, investing, banking, and tech services. That kind of expansion creates a moat that could help it scale far bigger in the years ahead. Nebius, meanwhile, reminds me of Nvidia’s pivot into AI. It’s aiming to be a leader in AI cloud infrastructure, an area still in its early stages but critical for the future of computing. If it executes well, Nebius could become a foundational player in the same way Nvidia has for GPUs. I also believe conviction and timing matter more than si
Figure Soars 24% on Debut — Will Gemini Beat It Tonight?
$Figure Technology Solutions(FIGR)$ The intersection of traditional finance and blockchain has never been more visible than it is today. After years of skepticism, institutional players are no longer just watching crypto and fintech innovators from the sidelines—they are actively partnering, investing, and building bridges that could reshape capital markets. This week’s events underscore the trend: Figure Technology debuted with a 24% surge, and tonight, Gemini is set to make its long-awaited market entry, backed by a partnership with Nasdaq. For investors, these back-to-back listings present a fascinating opportunity to compare two very different blockchain stories: one rooted in fintech lending, the other in digital asset custody and exchange. T
Market Fully Prices In Three Consecutive Fed Rate Cuts This Year After CPI Data
Earlier this week, the U.S. Bureau of Labor Statistics released back-to-back August PPI and CPI reports. After July’s PPI surprise spike, August came in unexpectedly soft. Meanwhile, CPI ticked up slightly but was very much in line with expectations. Combined with Jerome Powell’s dovish-leaning comments at Jackson Hole and last Friday’s very weak nonfarm payrolls report, analysts have turned more aggressive in their expectations for the Fed’s rate-cutting path over the next few months. August PPI and CPI at a Glance On Thursday, ahead of the U.S. market open, August PPI showed an unexpected drop: down 0.1% month-on-month versus expectations for a 0.3% rise. Year-on-year, PPI grew 2.6%, well below the prior reading and consensus of 3.3%. Core PPI (ex-food and energy) grew 2.8% y/y, missing
I didn’t join Figure’s $Figure Technology Solutions (FT Intermediate)(FIGR)$ IPO. I was still stuck in Bullish $Bullish(BLSH)$ — went in excited, but the stock dropped hard right after listing, and that taught me to be more careful with new crypto IPOs. Figure feels different though. It’s already profitable, has issued billions in loans, and is proving blockchain can deliver real business value. That’s rare in this sector, and it makes me think it could lead the way in tokenized finance. Going forward, I see more blockchain IPOs coming as digital assets gain acceptance. But I’ll be selective this time, only looking at companies with strong fundamentals like Figure, rather than chasing every hype play
LEAPS Call: How to Join the Long-Term Market Rally at Lower Cost? | #OptionsHandbook EP049
If you’re bullish on a stock for the long run but don’t want to commit a big chunk of capital upfront, is there a smarter way to join the upside?🤔 Absolutely. The Options Handbook introduces the LEAPS Call strategy, which might be just what you need! ▶ What is a LEAPS Call? LEAPS (Long-Term Equity Anticipation Securities) are just what they sound like: stock options with a long runway, typically expiring more than a year out, sometimes two years or even longer. For example, in 2025, you could buy a LEAPS option that expires in January 2027. In plain English, a LEAPS call lets you control a stock's upside for a fraction of the price, instead of coughing up the full amount to buy shares outright. ▶
Everyone's eyes on the price but what is it ? [Part 2]$YZJ Fin Hldg(YF8.SI)$ I alluded previously that this is important but never said why. Now, take a step back and think about it. There is a spin off going to happen in about 45 trading days somewhere in Nov 2025. Each of the players will have a target spin off price, albeit a possibly different one. Let's assume markets are efficient then. Well, if it's efficient, then the final spin off price is simply the weighted average of all target prices. Mathematically, number of shares * expected spin off price and you sum each player on the board, then find the average across the total number of shares. Things are slightly more interesting now because we have part 1 and 2. And what