$NVIDIA(NVDA)$ Nvidia Insiders Sell Over 60% of Their Shares in Q1 2025. Insiders at Nvidia, have sold more than 60% of their shares during the first quarter of 2025. According to regulatory filings, top executives and key stakeholders offloaded a substantial portion of their holdings, totaling billions of dollars in value. The sales occurred amid Nvidia's forecasted slowdown in the AI and GPU markets.
$NVIDIA(NVDA)$ JPMorgan and Goldman Sachs Unload Massive Blocks of Nvidia Shares in Q1 2025: A Strategic Shift or Market Caution? In a surprising move that has sent ripples through the financial markets, two of Wall Street's most prominent investment banks, JPMorgan Chase and Goldman Sachs, have reportedly offloaded significant portions of their Nvidia Corporation (NVDA) holdings in the first quarter of 2025. The divestment, which involves billions of dollars worth of shares, has sparked intense speculation about the motivations behind the sell-off and its potential implications for the broader technology sector. The Scale of the Sell-Off According to regulatory filings and insider reports, both JPMorgan and Goldman Sachs have reduced
$NVIDIA(NVDA)$ Bloomberg Terminal data shows a clear split in Nvidia’s recent trading activity: retail investors are driving the buy-side, while institutions are exiting. Retail inflows into Nvidia surged by 35% over the past week. Meanwhile, institutional sell orders spiked by 841%, with hedge funds, banks, and pension funds collectively offloading over $60.1 billion in Nvidia shares. Notably, short interest from institutional players rose by 257%, signaling caution. Despite the stock’s 12% dip this month, retail traders remain bullish, with call option volume up 40%. This divergence highlights retail’s growing influence amid institutional skepticism.
$DBS Group Holdings(D05.SI)$ Institutions continued to offload DBS shares at market open today, reflecting ongoing concerns over economic headwinds or sector-specific challenges. The sell-off underscores bearish sentiment among major investors on DBS upcoming earnings.
$TENCENT(00700)$ Our latest market data shows foreign financial institutions are loading up China's Tencent shares at an unprecedented pace. There is lots of room for growth at Tencent.
$BABA-W(09988)$ The economy of China is never a good reflection of the stock market. Monetary policies are. PBOC wants a bull market by end of the year. China markets will deliver under PBOC monetary policies.
$DBS Group Holdings(D05.SI)$ In Q1 2025, institutional ownership in DBS dropped by 22%, according to Bloomberg Terminal data. Hedge funds, banks, and asset managers led the sell-off, reducing exposure amid economic uncertainty. The decline reflects shifting investor sentiment on the outgoing CEO.
$BABA-W(09988)$ We strongly recommend investors to take profit from this recent bull run. Our latest data does not bode well. Institutions are unloading at the current levels.
$NVIDIA Corp(NVDA)$ Our latest market data from Bloomberg Terminal shows that financial institutions, government pension funds and hedge funds are selling US equities and moving into China equities today.
$JPMorgan Chase(JPM)$ JPMorgan Analyst Cautions Investors Date: August 3, 2023 In a comprehensive analysis of the ever-evolving AI industry, financial powerhouse JPMorgan Chase & Co. has issued a warning to investors regarding the potential impact on NVIDIA Corporation's (NASDAQ: NVDA) share price. NVIDIA, renowned for its groundbreaking innovations in graphics processing units (GPUs) and AI technology, may face headwinds due to emerging trends in the AI sector, according to the report released today. JPMorgan's expert analysts have highlighted a few key factors that could potentially affect NVIDIA's performance in the coming months. One of the primary concerns raised is the intensified competition within the AI chip market. As the deman
$Alibaba(09988)$ Alibaba Group (BABA) has made a strategic move in its latest earnings report that adds a compelling edge to its attractiveness as a stock pick. The announcement of paying dividends to shareholders and initiating a shares buyback program signals a strong commitment to shareholder value and financial well-being. Dividends Reflect Financial Health: Alibaba's decision to pay dividends is a testament to the company's robust financial health. It indicates a positive cash flow, steady earnings, and confidence in future profitability. For investors seeking reliable returns, dividend payments add a layer of stability to their investment portfolio. Share Buyback as a Confidence Boost: The initiation of a shares buyback program i
$SMIC(00981)$ Why buy SMIC? Very simple. China Government wants China to be 50% self reliance on semiconductors by 2025. Currently now, China imports 91% of semiconductors overseas due to not enough production within own country. SMIC is expanding their production lines rapidly and is expected to grow 15% a year till 2023, then 30-40% per year till 2025. This means buying SMIC shareprice now at under $25, we will see its market cap 5-6x by 2025. Meaning shareprice will be $25x6= $150.
$TENCENT(00700)$ Temasek Holdings' Chief Investment Officer Predicts Tencent Stock Will Surge to Record Highs in 2026 Rohit Sipahimalani, Chief Investment Officer of Temasek Holdings, has predicted that Tencent Holdings (0700.HK), the Chinese tech giant, is poised to reach record highs in 2026. Speaking at a recent investment conference in Singapore, Sipahimalani highlighted several key factors that could drive Tencent's stock to new heights, including its strong fundamentals, strategic investments, and favorable macroeconomic trends.
$Tesla Motors(TSLA)$ As US Markets are overvalued and institutional investors unloading US equities at an unprecedented pace, China markets seem to be extremely attractive in Q2 2024.
$Alibaba(09988)$ Foreign Direct Investments in China Show 16% Growth in February, Signaling Continued Investor Confidence By Bloomberg Markets, March 9, 2024 Foreign direct investments (FDI) in China experienced a notable surge in Q1 2024, registering a 16% growth, reflecting sustained international investor confidence in the country's economic prospects. This increase highlights China's resilience and appeal as a prime destination for global investment.
$ISHARES A50(02823)$If you want to make big money by 2024. Buy this. At least 15-20% of your entire portfolio should be this ETF. This price under $16.50 is a steal. Next bull cycle starts in late 2023-2026. It will go up big like S&P500. China is also starting their quantatative easing soon. Very bullish market conditions.