Farewell October: Are You Ready for the Best Month?

October has seen significant market volatility. Chinese stocks experienced a continuous rise in early October but stalled after China's National Day holiday. The election trades then undoubtedly became the busiest focus of October, with DJT rising nearly 200% and Bitcoin returning above $70,000. Nvidia hit a new all-time-high, briefly surpassing Apple’s market value as the top company. With so many dazzling gains, have you made money? How do your October portfolio look like? Are you ready for the best month in stock market?

$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ Why hasn't Goldman sach me yet 🏃‍♂️💨🤷‍♂️

US Market Insights & Strategies (4-7 Nov): All Eyes on US Elections

The $.SPX(.SPX)$ and $.IXIC(.IXIC)$ returned -1.35% and -1.55% last week, respectively.Major market movers include $NVIDIA Corp(NVDA)$ (-4.34%), $Microsoft(MSFT)$ (-4.15%), $Apple(AAPL)$ (-3.67%), $Eli Lilly(LLY)$ (-8.26%), $Tesla Motors(TSLA)$ (-7.51%), $Amazon.com(AMZN)$ (+5.38%), $Alphabet(GOOGL)$ (+3.64%), $Visa(V)$ (+3.20%), $
US Market Insights & Strategies (4-7 Nov): All Eyes on US Elections

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?

💰A Tool to Bet on High Dividend & Double Digital Return ETFs for 2025

As the US Fed begins its interest rate cut cycle, the market's expectations for a decline in US interest rates are growing. The US market has set off a wave of high-dividend investment, and more and more investors are choosing to invest in high-dividend products.High-dividend ETFs mainly determine the constituent stocks and holding ratios based on "cash dividends and dividends". Investing in high-dividend ETFs can regularly obtain considerable returns.Dividends can be a powerful source of income. Some investors harness them by investing in dividend stocks, but there's another option for those who want to save time on stock research: high-dividend ETFs.Takeaways$Invesco KBW Premium Yield Equity REIT ETF(KBWY)$ and
💰A Tool to Bet on High Dividend & Double Digital Return ETFs for 2025

How Amazon Improved Q3 Margin?

$Amazon.com(AMZN)$ reported earnings for 2024Q3, jumping more than 6% after hours after investors didn't count too much on higher capital spending amid overall revenue beat expectations, a big jump in profit, further cash flow consolidation and healthy guidance.As the last of the big tech companies to report this week, Amazon is more of an indicator of the strength of the economy through the activity of retail activity.In the "AI Race" unit, AWS performed moderately well, with neither the growth trends of $Alphabet(GOOG)$ nor the share concessions of $Microsoft(MSFT)$ , while margins improved dramatically (with a change in depreciation life);In the overall econom
How Amazon Improved Q3 Margin?

Microsoft all in AI, but margins in danger?

$Microsoft(MSFT)$ announced Q1 earnings for fiscal year 2025 ending September 2024, down 3.7% after hours, not big compared to other technology companies, but not small compared to itself.Although the Q3 results of the overall indicators in line with expectations, guidance is also healthy, but the market obviously expects "highlights" lack of good, and individual indicators have revealed some of the concerns.Because of the change in accounting caliber this quarter, the overall view of the company needs to be changed slightly.Total revenue growth of 16% year-on-year did not have much impact, operating profit of $30.6 billion, also better than market expectations, year-on-year growth rate of 13.6%, slightly worse than revenue, growth rate of consoli
Microsoft all in AI, but margins in danger?

Are You Ready for NOV?

𝙒𝙝𝙖𝙩'𝙨 𝙝𝙖𝙥𝙥𝙚𝙣𝙞𝙣𝙜 𝙩𝙤 𝙩𝙝𝙚 𝙗𝙤𝙣𝙙 𝙢𝙖𝙧𝙠𝙚𝙩? The bond market experienced a period of turbulence in October, characterized by a sharp drop in prices and a consequent increase in yields. The yield on the 10-year U.S. Treasury exceeded 4.20%. Below, we will analyze the main factors that contributed to the movement in the bond market, with particular attention to the impact of the upcoming U.S. elections. 𝟭) 𝙏𝙝𝙚 𝙞𝙢𝙥𝙖𝙘𝙩 𝙤𝙛 𝙜𝙧𝙤𝙬𝙞𝙣𝙜 𝙐.𝙎. 𝙥𝙪𝙗𝙡𝙞𝙘 𝙙𝙚𝙗𝙩 𝙤𝙣 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙢𝙖𝙧𝙠𝙚𝙩𝙨: Both candidates for the White House are unable, or rather do not have strong intentions, to manage the public spending problem. The U.S. budget deficit grew to $ 1.833 trillion for fiscal 2024 (8% higher than in 2023), and interest on the federal debt topped $ 1 trillion for the first time. This is the third-largest federal deficit in U.
Are You Ready for NOV?

1 Minute For Daily Market (04/11/24):Earnings, US. Elections & Fed Meetings

📈Premarket for SG Tigers to read, Thank you for your continued companionship to Tiger Trade, and happy investing for this week.🐯📊Weekly Market Content for SG Tigers to ReadWeekly: Markets brace for presidential election, Fed meeting @TigerObserverUS Market Insights (4-7 Nov): All eyes on US electionsThe S&P500 slipped -1% in October, making it +19.6% YTD01 Nov Stock Market In The Green Helped By Amazon 🟢🎉What To Expect This Week 👀In addition to th
1 Minute For Daily Market (04/11/24):Earnings, US. Elections & Fed Meetings

U.S. Presidential Election: What Does It Mean for Stocks?

The Impact of Different Possible U.S. Presidential Election Outcomes:1) While Trump and Harris’s policies differ widely, they would not significantly affect the stock market in the event of a split Congress.Regardless of the U.S. presidential election outcome, extreme policies that could disrupt the business cycle and change the trajectory of the economy are less likely to be enacted in the case of a split Congress, such as when the House is controlled by Democrats and the Senate by Republicans.As a result, the U.S. stock market could rise further after the election if a split Congress occurs.Some investors argue that Trump’s plan will stoke inflation risk. However, I reckon investors would priced in a stronger economy and corporate earnings under trump and would have worried inflation ris
U.S. Presidential Election: What Does It Mean for Stocks?

LLY Crashed?LLY's today is NVDA's tomorrow.

Note of this chart, you may need it later.Shares of $Eli Lilly(LLY)$took a big swing yesterday as the market was split on the outlook for hot diet pills following the Q3 earnings report.One of its leading products, the diet pills Zepbound and Mounjaro, sold poorly and guidance was lowered.Lilly's explanation for this was that wholesale distributors had more inventory in Q3, which took time to deplete, and did not reorder.The company's argument is far-fetched; if the market demand was strong, then distributors would have replenished as much inventory as possible, as they had done previously, rather than waiting for inventory to be depleted to a certain extent before waiting for the opportunity to replenish it;It could be that the market demand for t
LLY Crashed?LLY's today is NVDA's tomorrow.
avatarKYHBKO
10-28

My Investing Muse (28Oct24) - layoffs, market abnormality & S&P493

My Investing Muse (28Oct24) Layoffs & Closure news Southern Glazer's Wine & Spirits, the largest wine distributor in the US, has reportedly laid off hundreds of employees across the country. These reports are unconfirmed. - Wine Searcher Intel has submitted in an official document that it plans to reduce staff, laying off 1,300 people spread across four offices in the U.S. state of Oregon. - The Hindu Multiple teams at Meta were hit by layoffs on Wednesday, the company confirmed in a statement to TechCrunch, noting these changes were made to reallocate resources within the company. - TechCrunch LSEG considers cutting 200 jobs globally, Bloomberg News reports Broad Institute of MIT and Harvard Lays Off 87 Workers in Restructuring Effort - The Crimson Deloitte has cut about 250 emplo
My Investing Muse (28Oct24) - layoffs, market abnormality & S&P493

ServiceNow Double-Digits Growth Earnings

$ServiceNow(NOW)$ 24Q3 results were strong and continue to reflect the company's continued growth in digital transformation and enterprise services.Shares are slightly lower after hours and are still near new highs.Overall results overviewRevenue growth: Q3 total revenue reached approximately US$2,797 million, an increase of 23 per cent year-on-year, and exceeded expectations2 mainly due to increased customer demand and new product launches.Current Remaining Performance Obligations (RPOs) were $9.36 billion, up 26% year-on-year and ahead of expectations of $9.12 billion, while Total Remaining Performance Obligations (TREOs) were $19.5 billion, up 36% year-on-year and 33% on a constant currency basis, and ahead of market expectations of $18.4 billio
ServiceNow Double-Digits Growth Earnings
avatarBarcode
10-24
$Berkshire Hathaway(BRK.B)$  🔺🅱🆄🅻🅻🅸🆂🅷🔺I increased my investment! 🗞️📰🚨 🔺🚨📰 BREAKING: Warren Buffett, $BRK.B, has said he won’t back any political candidates, two weeks before US citizens head to the polls to elect the country’s next president Berkshire Hathaway B (BRK.B) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this company have returned +1.5% over the past month versus the Zacks S&P 500 composite's +2.7% change. The Zacks Insurance - Property and Casualty industry, to which Berkshire Hathaway B belongs, has gained 1% over this period. Now the key question is: Where could the stock be headed in the
Bloomberg recently reported that while 75% of companies have beaten analysts' estimates, this is the lowest rate since 4Q2022. In other words, a 75% beat rate no longer signifies a standout performance, as companies are typically expected to exceed estimates due to conservative management guidance. Microsoft delivered a 16% year-over-year (YoY) revenue growth, surpassing analysts' expectations. However, its share price declined by 3.71% in after-hours trading.Although a breakdown of the next quarter’s guidance for the Azure + Cloud segment wasn’t provided, this segment has maintained over 30% YoY growth in recent quarters, including the latest. This consistency is reassuring, yet Microsoft’s overall revenue growth forecast of 10.6% might signal a potential slowdown in Azure + Cloud as well
avatarKYHBKO
10-28

Earnings Calendar (28Oct24) - should we add Sirius like Buffett?

Earnings Calendar (28Oct24) r/EarningsWhisper - The Most Anticipated Earnings Releases for the Week of October 28, 2024 There are a few earnings of interest in the coming week namely, Alphabet, Microsoft, Meta, Apple, Amazon, ExxonMobil, AMD, Intel and SiriusXM. This is one stock that intrigues me after Buffett’s Berkshire kept adding ownership. Let us look at Sirius XM Holdings for this week. Article dated 23 Oct 2024 Who is Sirius? The below is taken from QuickFS: Let us look at Sirius’ recent performances Observations: Revenue grew from $4.1 billion in 2014 to $8.9 billion in 2023. The operating profit grew from $1.1 billion in 2014 to $2 billion in 2023. The earnings per share (EPS) grew from $0.08 in 2014 to $0.32 in 2023. Revenue grew 217% whereas EPS grew about 400%. Thus,
Earnings Calendar (28Oct24) - should we add Sirius like Buffett?

【Events】Share Your Most Profitable Stock of Octorber!

In October, investors have been on a rollercoaster ride! There was significant volatility in the U.S. markets due to the upcoming presidential election, tech earnings reports, and the Federal Reserve's meetings.At the end of October, it is time to reflect: are you in the green or the red? Today, I would like to invite you to share your most profitable stock from October with us. How to Participate:Leave a message in the comments section of this post, and share your most profitable stock from October and whyHow to share positions?Sharing positions is easy. From your account holdings interface “trade”, then you can click "Share" by each of your stock holdings to share with the community how much money you have made (or lost) on your investments.Do not forget to take a screenshot of your posi
【Events】Share Your Most Profitable Stock of Octorber!

Why Roku lower its earnings guidance?

$Roku Inc (ROKU)$ reported Q3 results after the bell on Oct. 30, and while both revenue and profit beat estimates, the company lowered its guidance for the Q4 quarter, and the company's shares fell more than 12% after a brief after-hours rally.Earnings overviewRevenue increased 16% to $1.06 billion, above the market's general expectation of $1.02 billion;Gross profit of $480 million, up 30% year-over-year and up 10% year-over-year excluding the impact of restructuring;Net loss narrowed to $9 million from $330.1 million a year agoApproximately 85.5 million households subscribed, up 13% year-over-year, with 32 billion hours of streaming, up 5.3 billion hours from a year ago;ARPU for the past 12 months was $41.10, unchanged from the previous quarterG
Why Roku lower its earnings guidance?
avatarKYHBKO
10-21

News and my thoughts from last week (21Oct24) - shorts, childhood illness, BlackRock

News and my thoughts from last week (21Oct24) MICHAEL SAYLOR THINKS BITCOIN WILL HIT $350,000 IN 2024. How many war fronts can America afford? BILLIONS WORTH OF SHORTS WILL BE LIQUIDATED IF BITCOIN HITS $72,000. - X user - BitcoinLFG Final numbers for fiscal year 2024 Total US govt revenue = $4.918 trillion Interest on natl debt = $1.133 trillion 23% of all govt revenue went to interest on the debt. 2025 fiscal year started Oct 1st, we are on pace for 30% of all govt revenue going to interest payments. - X user Wall Street Silver This would reduce the resources needed for infrastructure, healthcare, utilities, education, defense, and more. Is it ok to live in deficit? DEL BIGTREE: SURGING CHILDHOOD ILLNESS IN THE U.S. WILL DESTROY OUR NATION’S FUTURE “1 in 22 boys right now has autism
News and my thoughts from last week (21Oct24) - shorts, childhood illness, BlackRock
avatarKYHBKO
11-03

Earnings Calendar (04Nov24) - is Rivian on track to be an EV powerhouse?

Earnings Calendar (04Nov24) Some notable earnings in the coming week are Palantir, Coupang, ARM, Rivian and Berkshire. Let us look at Rivian - the touted competitor to Tesla. From investing dot com, the technical analysis recommends a “Strong Sell” with the stock price falling over 42% from a year ago. However, Analysts Sentiments recommend a “Buy” with a price target of $16.42 (an upside of over 61%). Observations about Rivian: The company started to collect revenue from 20/21 and ended 2023 with $4.4 billion. The operating losses grew from $409 million in 2019 to over $5.7 billion in 2023. Even though there is a drop in the earnings per share (EPS), the losses incurred have been falling since 2022. After five years, the business remained unprofitable. Based on current trends, it could ta
Earnings Calendar (04Nov24) - is Rivian on track to be an EV powerhouse?

Tiger Weekly: Tesla Earnings Will be the Main Factor in the Week

Last Week's Recap1. The US Market - $.SPX(.SPX)$ and $.DJI(.DJI)$ refreshed new record highs.Both the $.SPX(.SPX)$ and the $.DJI(.DJI)$ surged to new record highs Friday, sealing six straight weeks of gains. This marked the longest string of weekly advances in 2024.This would be atypical for an election year, stocks will be strong into the election and then have some volatility fall on the election. Investors already pricing in a win from Republican nominee and former President Donald Trump, whose policies would be more business friendly in terms of taxes and regulations. according to Rob Williams, chief investment strat
Tiger Weekly: Tesla Earnings Will be the Main Factor in the Week