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54分钟前

Investors All in US Stocks? Is It Safe to Invest at "Dangerous" High Levels?

Investors seem to be all in US stocks.According to EPFR data, US stock ETFs and mutual funds attracted nearly $56 billion in the week ending last Wednesday, marking the second-largest weekly inflow since 2008.These funds have experienced continuous inflows for seven consecutive months, the longest streak since 2021.1. Big Banks Raise S&P 500 Target to 6,500 PointsWith $.SPX(.SPX)$ recently surpassing the 6,000 point, major institutions have expressed optimism about the U.S. stock market's outlook for next year:Morgan Stanley: Set a base-case year-end 2025 target for the S&P 500 at 6,350 points, with a bullish scenario target of 7,400 points.Goldman Sachs: Raised its year-end 2025 S&P 500 target from 6,300 to 6,500 point
Investors All in US Stocks? Is It Safe to Invest at "Dangerous" High Levels?
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11-17 22:24

Revenge Story: Have You Ever Faced a Darkest Moment?

The media often portrays Trump's decision to run for president as a Hollywood-style "revenge story." In 2011, during the White House Correspondents' Dinner, he was publicly mocked for questioning Obama's birthplace. However, that night did not deter him but instead fueled his determination to gain respect in the political arena. Although Trump denies this, his campaign has been interpreted as an act of retaliation and a strong desire to be taken seriously.The controversies and setbacks Trump faced did not defeat him; instead, he overcame challenge after challenge.When Trump was banned from major social media platforms like Twitter, YouTube, and Instagram, he created his own platform, $Trump Media & Technology(DJT)$.Trump endured hundreds of law
Revenge Story: Have You Ever Faced a Darkest Moment?

Pay For Content or Experience? Would You Go to Disneyland?

Are you captivated by Disney's magic world? $Walt Disney(DIS)$ When it comes to Disney, we all grew up watching many classic Disney fairy tales, and were dreaming about going to Disneyland. These two businesses, content and theme parks, are also key segments of Disney's revenue.Movies turn to profit, while theme park lags behind.In $Walt Disney(DIS)$ latest earnings report, hits like Soul 2 and Deadpool with Wolverine drove the film division from a $149 million loss last year to a $316 million profit.However, Q4 theme park revenue grew just 1% year-over-year to $8.24 billion, while operating profit declined 6% to $1.7 billion. In fact, management had warned in the previous quarter about a slowdown in the th
Pay For Content or Experience? Would You Go to Disneyland?

2024 13F: How Do Institutions Change Their Portfolio?

Buffett bought in $Domino's Pizza(DPZ)$ and swimming pool supplies distributor $Pool(POOL)$ in Q3;Both JPMorgan, Morgan Stanley, and BlackRock increased their holdings in $Berkshire Hathaway(BRK.B)$ ;Despite significant reductions by Buffett, Apple remains a major holding for many institutions.
2024 13F: How Do Institutions Change Their Portfolio?

Is Tesla a Meme Stock or Value Investing Pick?

After Trump's election victory, $Tesla Motors(TSLA)$ has surged by 31%, with its market cap soaring by $250 billion.This astounding increase has prompted some Wall Street analysts to issue warnings, as Tesla's current stock price is now 28% higher than the average target price set by analysts, marking the highest level since the tech stock boom post-2021 pandemic.Is Tesla becoming a meme stock?In the short term, Tesla's rapid rise seems completely disconnected from its fundamentals, fueled instead by the market's enthusiasm for Musk's political gambit.The post-election rally, coupled with better-than-expected third-quarter earnings, has further boosted Tesla's already high valuation. Tesla's price-to-earnings ratio is a staggering
Is Tesla a Meme Stock or Value Investing Pick?

What’s the Best Strategy for Riding a Bull Market?

$.DJI(.DJI)$ and $.SPX(.SPX)$ both reached record highs, with the Dow leading gains at nearly 0.7% to cross 44,000 points for the first time, while the S&P 500 surpassed 6,000. Bitcoin hit a new high of $89,000, pushing up crypto-related stocks like $Coinbase Global, Inc.(COIN)$ and $MicroStrategy(MSTR)$ by over 20%.Small-cap stocks also performed well, with $iShares Russell 2000 ETF(IWM)$ reaching its highest level since November 2021.There's no doubt we're in an unstoppable bull market.Create a poster titled 'Chase the High' with a green and black color theme. The poster sh
What’s the Best Strategy for Riding a Bull Market?

BTC Shorts Lost $690 Mln in a Day! Is 80,000 the End or Start?

Bitcoin reached a new all-time high, surpassing $82,000 on Monday.The recent cryptocurrency surge has resulted in significant losses for short sellers, with Coinglass data showing over 210,000 liquidations and a total of $690 million lost within the past 24 hours.$100,000 or $125,000? Is it possible?As Bitcoin’s price continues to soar, some analysts predict it may exceed $100,000 per coin this year. Standard Chartered’s Global Head of Digital Asset Research recently suggested that if Trump wins, Bitcoin could reach $125,000 by the end of this year and $200,000 by the end of 2025.Cryptocurrency is seen as part of the "Trump trade." Throughout his campaign, Trump expressed support for Bitcoin and crypto, aligning them with American values of innovation and autonomy. He aims to advance polic
BTC Shorts Lost $690 Mln in a Day! Is 80,000 the End or Start?
Huge thanks to everyone who joined us at WWTD 2024! The excitement, the connections, and the fun were all because of YOU. 😊 We're so lucky to have such a vibrant and engaged community. Can’t wait to see you all again soon!
@TigerEvents:🌟 WWTD 2024 Recap: Project Play 🌟
$80,000 is here!!! Is $90,000 far off? Really looking forward to tomorrow’s overnight trading session to see if crypto and stocks can reach new highs! Will it hold above $80,000 tomorrow? If it pulls back, would you add cryptos?

Fire Powell, Hire Musk? Is it Possible to Happen?

Earlier reports indicated that Trump intends for Powell to complete his term, which expires in May 2026, though “he may change his mind at any time.”If Trump were to replace Powell, would it be a good or bad thing? Powell has demonstrated his determination to fight inflation, which contrasts with Trump’s policies. After Trump’s successful election, market expectations for a Fed rate cut have decreased. However, US stocks have still risen significantly.During this week's FOMC, reporters kept asking a series of questions such as, “Does the president have the authority to make you leave?” Powell made it clear that even if Trump asked him to step down as Fed chair, legal protections prevent him from being "removed." Do you support Musk becoming a cabinet member?Aside from Powell's position, an
Fire Powell, Hire Musk? Is it Possible to Happen?

FOMC Rate Cut Tonight! Can S&P Hit 6000 This Friday?

After US election results, investors are now turning their attention to today’s Federal Reserve interest rate decision.Powell will avoid answering election-related questions, striving to remain politically neutral. Typically, the Fed announces its rate decision in the early hours of Thursday, but this time it has been postponed to Friday to distance it from political events.The market widely expects a 25 basis point rate cut, but the key lies in the Fed’s policy guidance. According to the CME FedWatch Tool, there is a 97% probability of a 25 bps cut in November.1. Will "Trump trade" lead to reflation?Trump's victory signals faster economic growth and higher inflation. Trump’s proposed tax cuts and deficit spending could lead to reflation. He has also considered replacing the Fed leadership
FOMC Rate Cut Tonight! Can S&P Hit 6000 This Friday?

Trump Wins! Tesla, DJT or BTC: Which Asset Will Benefit the Most?

In the early hours of the 6th, Republican presidential candidate Trump declared victory in the 2024 presidential election.In the overnight trading, $Trump Media & Technology(DJT)$ surged by over 43%, while $Phunware, Inc.(PHUN)$ rose more than 29%. $Tesla Motors(TSLA)$ gained 12%, reaching a new 52-week high. $CME Bitcoin - main 2411(BTCmain)$ jumped over 8%, surpassing $75,000, setting a new all-time high!Will Tesla Reach $300 Tonight? Reports indicate Elon Musk spent $119 million on a super PAC supporting Donald Trump and hosted events on his behalf. Some say it was a highly strategic investment to secure Musk
Trump Wins! Tesla, DJT or BTC: Which Asset Will Benefit the Most?

$1 Mln a Day! Would you Join the Election Lottery if You Had the Chance?

A judge in Pennsylvania has allowed Elon Musk's plan to distribute $1 million in daily prizes to swing state voters to continue. $Tesla Motors(TSLA)$ $Trump Media & Technology(DJT)$ 1. Million-Dollar Prize to Rally Swing State Support! Would you join the lottery if it were real? From October 19 to November 5, Musk announced in Pennsylvania that he would randomly give $1 million each day to a "lucky participant" helping campaign for Trump. This comes on top of the $75 million Musk has already invested in the campaign, with plans to add nearly $50 million more. Pennsylvania is a critical swing state in U.S. elections.Musk created an "intermediary" reward mechanism. Local resident John Dre was the first l
$1 Mln a Day! Would you Join the Election Lottery if You Had the Chance?

November Effect + Stock Buybacks: Will November Present a Better Month?

The market experienced significant volatility in October. $.SPX(.SPX)$ closed down 0.99% in October, marking the second month this year with a decline. This was mainly due to yesterday's sharp drop in SMCI and disappointing earnings from major tech companies.1. How do you trade in October?Chinese concept stocks rose continuously at the beginning of October but cooled off after China's National Day holiday. The upcoming election undoubtedly became the busiest hotspot in October, with DJT rising nearly 200% and Bitcoin returning above $70,000.Nvidia surged significantly, briefly surpassing Apple in market value, following TSMC's better-than-expected earnings report. 2. November effect come into play? As we enter November, seasonal patterns are expec
November Effect + Stock Buybacks: Will November Present a Better Month?

"Unreliable" Stocks Rise While Strong Stocks Fall? Do You Have The Same Stocks?

A user on WSB shared that they bought $Reddit(RDDT)$ shares during its IPO and did nothing, yet their investment is now up 150%. Reddit is known as a platform for meme stocks, with WSB (WallStreetBets) gaining fame during the GME short squeeze battle in 2021. Despite Reddit’s association with meme stocks and its seemingly unreliable reputation, it managed to achieve profitability in this earnings report.“Unreliable” stocks bring the most profit?On Tuesday, Reddit announced its first quarterly profit and projected Q4 revenue above expectations, boosted by AI content licensing deals and strong digital ad spending, causing its shares to rise 41% yesterday.Another example mentioned yesterday is $Carvana Co.(CVNA)
"Unreliable" Stocks Rise While Strong Stocks Fall? Do You Have The Same Stocks?

Reddit Soars 24%! Are You Ready for Meme Stock Comeback?

The meme stock forum $Reddit(RDDT)$ soars 24% after it posts first profit.Revenue: $348.4 million, beating analyst expectations of $312.8 million. (beat 11.38%)Net profit: $29.9 million vs. a loss of $13.8 million. (beat 316%)Guidance: Q4 revenue between $385 million and $400 million, higher than analyst estimates of $356.2 million. (beat 10.19%)Alongside Reddit's earnings beat, $GameStop(GME)$ also rose 4% after hours yesterday, likely related to Roaring Kitty's exit from $Chewy, Inc.(CHWY)$ . According to an SEC filing, Kitty has fully liquidated the Chewy position, leading to a nearly 2% drop in Chewy shares in after-hours trading.Tiger
Reddit Soars 24%! Are You Ready for Meme Stock Comeback?

Is DJT a Casino Play? Time to Short the Stock Before Election?

$Trump Media & Technology(DJT)$ shot up 21% yesterday, with a gain of 194% this month.1. Wall Street is All-In on a Trump Victory! But is Polymarket’s Win Probability Reliable?A Bloomberg article suggests that in Polymarket's election prediction market, a few large accounts are influencing Trump’s victory odds through concentrated bets.These "whale" bettors, including several accounts operated by a French investor, have recently poured millions into bets on Trump.For example, on October 17, these accounts placed $5.2 million in a 12-hour period, pushing Trump’s win probability up by about 4%.2. Beware of the Harris Surprise Risk!Nomura warns that the market has over-hedged for a “Trump victory,” potentially overlooking the risk of a "Harris sur
Is DJT a Casino Play? Time to Short the Stock Before Election?

Big Tech Earnings! Who Can Replicate Tesla’s Surge?

This week saw a busy earnings season, with $Tesla Motors(TSLA)$ and election trades making the markets hot.Next week will bring the most crucial week of this earnings season, with four of the "Magnificent 7" companies and two Bitcoin-related companies $MicroStrategy(MSTR)$ $Coinbase Global, Inc.(COIN)$ set to release earnings.Overall, 37% of the companies in $.SPX(.SPX)$ have reported actual results for Q3 2024 to date. Of these companies, 75% have reported actual EPS above estimates.03-s&p-500-earnings-growth-yoy-q3-2024After this earnings beats, $Tesla Motors(TSLA)$ jumped
Big Tech Earnings! Who Can Replicate Tesla’s Surge?

Musk’s Wealth Soars 14%! Does Money Equal Happiness?

As $Tesla Motors(TSLA)$ 21% yesterday, Elon Musk’s personal wealth surged by $33.5 billion in a single day, further solidifying his position as the world’s richest person. Musk's net worth now totals $270.3 billion, followed by Larrt Ellison from $Oracle(ORCL)$, Jeff Bezos from $Amazon.com(AMZN)$, and Mark Zuckerberg from $Meta Platforms, Inc.(META)$.What do you think about the relationship between money and happiness? Has Musk’s wealth made his life less stressful?Some people say that money can solve 90% of the world’s problems. For most people, earning enough money is an important life goal. But there are also many wea
Musk’s Wealth Soars 14%! Does Money Equal Happiness?

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