Jacob X personal page

Jacob X

Made in Japan🍙, living in Australia 🦘. Long-term investor, focused on fundamentals.

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Jacob X

11-27

I am thankful for $Palantir Technologies Inc.(PLTR)$ led by Alex Karp. Apart from the excellent stock performance, every earnings call has been a revelation and a proof of their excellent execution. ✨ 'The Technological Republic: Hard Power, Soft Belief, and the Future of the West' by Alex Karp and Nicholas Zamiska, a book released this year, is in my opinion a must-read for every tech investor. 📚 They are truly a one-of-a-kind company and I do believe that with time, it could very well be one of the most important companies in the world.

Jacob X

11-10

$iShares MSCI EAFE Value ETF(EFV)$

Jacob X

11-03

$Vanguard Total World Stock ETF(VT)$

Jacob X

10-27

$SPDR Dow Jones Industrial Average ETF Trust(DIA)$

Jacob X

10-20

$SPDR Portfolio Emerging Markets ETF(SPEM)$

Jacob X

10-13

$iShares MSCI EAFE Value ETF(EFV)$

Jacob X

10-06

$Schwab Fundamental U.S. Small Company ETF(FNDA)$

Jacob X

09-29

$Schwab Fundamental U.S. Small Company ETF(FNDA)$

Jacob X

09-22

$iShares Expanded Tech-Software Sector ETF(IGV)$

Jacob X

09-15

$Global X Artificial Intelligence & Technology ETF(AIQ)$

Jacob X

09-10

$Vanguard Total World Stock ETF(VT)$

Jacob X

09-03

$Invesco KBW Bank ETF(KBWB)$

Jacob X

08-25

$Schwab Fundamental U.S. Small Company ETF(FNDA)$

Jacob X

08-18

$Schwab Fundamental U.S. Small Company ETF(FNDA)$

Jacob X

08-11

$iShares Bitcoin Trust ETF(IBIT)$

Jacob X

08-07

My prediction: $33

Jacob X

08-04

$iShares Bitcoin Trust ETF(IBIT)$

Jacob X

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

Jacob X

07-28

$Avantis International Small Cap Value ETF(AVDV)$

Jacob X

07-22

$iShares Bitcoin Trust ETF(IBIT)$

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ETF(IGV)$ </a>&nbsp;","text":"$iShares Expanded Tech-Software Sector ETF(IGV)$","images":[{"img":"https://community-static.tradeup.com/news/ad540dea207f834119a31489783b7ff0","width":"1160","height":"2364"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/481149452337232","isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":478862943990456,"gmtCreate":1757930364095,"gmtModify":1757930366926,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109557308415250","authorIdStr":"4109557308415250"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AIQ\">$Global X Artificial Intelligence &amp; Technology ETF(AIQ)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AIQ\">$Global X Artificial Intelligence &amp; Technology ETF(AIQ)$ </a>&nbsp;","text":"$Global X Artificial Intelligence & Technology ETF(AIQ)$","images":[{"img":"https://community-static.tradeup.com/news/9870f83290f10972af12fea87bf39ce5","width":"1160","height":"2364"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/478862943990456","isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":476928461566168,"gmtCreate":1757443993448,"gmtModify":1757443996819,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109557308415250","authorIdStr":"4109557308415250"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VT\">$Vanguard Total World Stock ETF(VT)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/VT\">$Vanguard Total World Stock ETF(VT)$ </a>&nbsp;","text":"$Vanguard Total World Stock ETF(VT)$","images":[{"img":"https://community-static.tradeup.com/news/45edee58f742a0ef02cd2055f69510aa","width":"1160","height":"2364"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/476928461566168","isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":474636194534072,"gmtCreate":1756913760281,"gmtModify":1756913763215,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109557308415250","authorIdStr":"4109557308415250"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/KBWB\">$Invesco KBW Bank ETF(KBWB)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/KBWB\">$Invesco KBW Bank ETF(KBWB)$ </a>&nbsp;","text":"$Invesco KBW Bank ETF(KBWB)$","images":[{"img":"https://community-static.tradeup.com/news/04c2cc20692ba099707bb013ba02658a","width":"1160","height":"2364"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/474636194534072","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":471103449256112,"gmtCreate":1756052871187,"gmtModify":1756052873391,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109557308415250","authorIdStr":"4109557308415250"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FNDA\">$Schwab Fundamental U.S. Small Company ETF(FNDA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/FNDA\">$Schwab Fundamental U.S. Small Company ETF(FNDA)$ </a>&nbsp;","text":"$Schwab Fundamental U.S. Small Company ETF(FNDA)$","images":[{"img":"https://community-static.tradeup.com/news/d1d5675ecbff8cc525fb163c53a11fc9","width":"1160","height":"2364"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/471103449256112","isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":468712044425264,"gmtCreate":1755456400594,"gmtModify":1755456403048,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109557308415250","authorIdStr":"4109557308415250"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FNDA\">$Schwab Fundamental U.S. Small Company ETF(FNDA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/FNDA\">$Schwab Fundamental U.S. Small Company ETF(FNDA)$ </a>&nbsp;","text":"$Schwab Fundamental U.S. Small Company ETF(FNDA)$","images":[{"img":"https://community-static.tradeup.com/news/092c581110f75d378c0ca4e13360c074","width":"1160","height":"2364"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/468712044425264","isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":466265435922856,"gmtCreate":1754844105971,"gmtModify":1754844109291,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109557308415250","authorIdStr":"4109557308415250"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust ETF(IBIT)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust ETF(IBIT)$ </a>&nbsp;","text":"$iShares Bitcoin Trust ETF(IBIT)$","images":[{"img":"https://community-static.tradeup.com/news/ec6c80a570a16d055dcbfc7f011a2274","width":"1160","height":"2364"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/466265435922856","isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":464893272129656,"gmtCreate":1754548408680,"gmtModify":1754548412936,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109557308415250","authorIdStr":"4109557308415250"},"themes":[],"htmlText":"My prediction: $33","listText":"My prediction: $33","text":"My prediction: $33","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464893272129656","isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464023280165064,"gmtCreate":1754311906589,"gmtModify":1754311911317,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109557308415250","authorIdStr":"4109557308415250"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust ETF(IBIT)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust ETF(IBIT)$ </a>&nbsp;","text":"$iShares Bitcoin Trust ETF(IBIT)$","images":[{"img":"https://community-static.tradeup.com/news/4d49d39cf9e1a52e9b833c3023549c80","width":"1160","height":"2364"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464023280165064","isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":462136396247128,"gmtCreate":1753866047794,"gmtModify":1753937080052,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109557308415250","authorIdStr":"4109557308415250"},"themes":[],"htmlText":"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&nbsp;<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a>&nbsp; showing early recovery signals. For a long-term inves","listText":"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&nbsp;<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a>&nbsp; showing early recovery signals. For a long-term inves","text":"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","images":[{"img":"https://community-static.tradeup.com/news/726507fb5c8ac65c87e0509663ee3354","width":"615","height":"687"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":32,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/462136396247128","isVote":1,"tweetType":1,"viewCount":1521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":461527147135584,"gmtCreate":1753695898131,"gmtModify":1753695903007,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109557308415250","authorIdStr":"4109557308415250"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AVDV\">$Avantis International Small Cap Value ETF(AVDV)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AVDV\">$Avantis International Small Cap Value ETF(AVDV)$ </a>&nbsp;","text":"$Avantis International Small Cap Value ETF(AVDV)$","images":[{"img":"https://community-static.tradeup.com/news/c1ca8e6b73f3a1857c8be8f03c4e8bf4","width":"1160","height":"2364"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/461527147135584","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":459397608260064,"gmtCreate":1753170209517,"gmtModify":1753170212851,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109557308415250","authorIdStr":"4109557308415250"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust ETF(IBIT)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust ETF(IBIT)$ </a>&nbsp;","text":"$iShares Bitcoin Trust ETF(IBIT)$","images":[{"img":"https://community-static.tradeup.com/news/5075f26a494e98a2a4174236c3f11138","width":"886","height":"1633"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/459397608260064","isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":430130869433176,"gmtCreate":1746035705112,"gmtModify":1746064134431,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"title":"Why Investors Should Be Cautious About Overreacting to Q1 2025 Economic Data","htmlText":"Understanding the Q1 Economic Snapshot Q1 2025 economic data, released on 30 April, 2025, paints a concerning picture: U.S. GDP contracted by -0.3% (against expectations of 0.2% growth), inflation metrics like Core PCE hit 3.50% (above the 3.10% forecast), and ADP employment growth for April was a weak 62K (versus 114K expected). At first glance, this suggests a slowing economy with rising inflation—a stagflationary scenario that might prompt investors to panic. However, a deeper look reveals why overreacting to these numbers could be a mistake. Q1 Was Shaped by Tariff Uncertainty, Not Reality The Q1 data (January-March 2025) reflects a period of significant uncertainty. By 31 March, businesses had no concrete details on tariffs, only speculation based on late 2024 campaign promises of bro","listText":"Understanding the Q1 Economic Snapshot Q1 2025 economic data, released on 30 April, 2025, paints a concerning picture: U.S. GDP contracted by -0.3% (against expectations of 0.2% growth), inflation metrics like Core PCE hit 3.50% (above the 3.10% forecast), and ADP employment growth for April was a weak 62K (versus 114K expected). At first glance, this suggests a slowing economy with rising inflation—a stagflationary scenario that might prompt investors to panic. However, a deeper look reveals why overreacting to these numbers could be a mistake. Q1 Was Shaped by Tariff Uncertainty, Not Reality The Q1 data (January-March 2025) reflects a period of significant uncertainty. By 31 March, businesses had no concrete details on tariffs, only speculation based on late 2024 campaign promises of bro","text":"Understanding the Q1 Economic Snapshot Q1 2025 economic data, released on 30 April, 2025, paints a concerning picture: U.S. GDP contracted by -0.3% (against expectations of 0.2% growth), inflation metrics like Core PCE hit 3.50% (above the 3.10% forecast), and ADP employment growth for April was a weak 62K (versus 114K expected). At first glance, this suggests a slowing economy with rising inflation—a stagflationary scenario that might prompt investors to panic. However, a deeper look reveals why overreacting to these numbers could be a mistake. Q1 Was Shaped by Tariff Uncertainty, Not Reality The Q1 data (January-March 2025) reflects a period of significant uncertainty. By 31 March, businesses had no concrete details on tariffs, only speculation based on late 2024 campaign promises of bro","images":[{"img":"https://community-static.tradeup.com/news/29f6396522b26cbe82123e16da4f4702","width":"1038","height":"793"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":407,"commentSize":0,"repostSize":20,"link":"https://ttm.financial/post/430130869433176","isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":397110746071248,"gmtCreate":1737976070533,"gmtModify":1737989381628,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XSD\">$SPDR S&amp;P Semiconductor ETF(XSD)$ </a>&nbsp; I don't think the sell-off in semiconductor names&nbsp;really changes the AI narrative at all. AI training costs are falling precipitously - something like 90% a year - so it is only natural that companies can gradually produce equal or better AI models at cheaper prices. This time, there just happens to be a Chinese team who were very clever in doing it, but it is more of a sign to come - and something to just get used to - rather than a thesis-breaker.&nbsp; Today, the market is pricing in the cost decline, but not the explosive productivity gains that we will eventually see. On other occasions in the future, the opposite will occur. The volatility may be scary, but tech stocks are inherently volatile,","listText":"<a href=\"https://ttm.financial/S/XSD\">$SPDR S&amp;P Semiconductor ETF(XSD)$ </a>&nbsp; I don't think the sell-off in semiconductor names&nbsp;really changes the AI narrative at all. AI training costs are falling precipitously - something like 90% a year - so it is only natural that companies can gradually produce equal or better AI models at cheaper prices. This time, there just happens to be a Chinese team who were very clever in doing it, but it is more of a sign to come - and something to just get used to - rather than a thesis-breaker.&nbsp; Today, the market is pricing in the cost decline, but not the explosive productivity gains that we will eventually see. On other occasions in the future, the opposite will occur. The volatility may be scary, but tech stocks are inherently volatile,","text":"$SPDR S&P Semiconductor ETF(XSD)$ I don't think the sell-off in semiconductor names really changes the AI narrative at all. AI training costs are falling precipitously - something like 90% a year - so it is only natural that companies can gradually produce equal or better AI models at cheaper prices. This time, there just happens to be a Chinese team who were very clever in doing it, but it is more of a sign to come - and something to just get used to - rather than a thesis-breaker. Today, the market is pricing in the cost decline, but not the explosive productivity gains that we will eventually see. On other occasions in the future, the opposite will occur. The volatility may be scary, but tech stocks are inherently volatile,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":500,"commentSize":2,"repostSize":23,"link":"https://ttm.financial/post/397110746071248","isVote":1,"tweetType":1,"viewCount":2861,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195362055063892","authorId":"4195362055063892","name":"Tigerous","avatar":"https://community-static.tradeup.com/news/1cc88e6e01866542324985e4c7ce6394","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4195362055063892","idStr":"4195362055063892"},"content":"Thx for sharing. So $Vistra Energy Corp.(VST)$ will also benefit actually?","text":"Thx for sharing. So $Vistra Energy Corp.(VST)$ will also benefit actually?","html":"Thx for sharing. So $Vistra Energy Corp.(VST)$ will also benefit actually?"},{"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"content":"@Tigerous Yes, I believe so. More competition and more infiltration of AI into various industries = more power demand!","text":"@Tigerous Yes, I believe so. More competition and more infiltration of AI into various industries = more power demand!","html":"@Tigerous Yes, I believe so. More competition and more infiltration of AI into various industries = more power demand!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402426446512248,"gmtCreate":1739276440808,"gmtModify":1739278913635,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"title":"Singapore Banks: A Compelling Investment Case for 2025","htmlText":"<a href=\"https://ttm.financial/S/EWS\">$iShares MSCI Singapore ETF(EWS)$ </a>&nbsp; In a world of elevated valuations and uncertain growth prospects, Singapore's banking sector stands out as a rare combination of growth, value, and income. Despite strong performance over the past year, several structural factors suggest there's more room to run. Here's why global investors are increasingly turning their attention to Singapore, particularly its three banking giants: DBS, OCBC, and UOB. Attractive Valuations in an Expensive World Let's start with the numbers that catch every value investor's eye. Singapore's big three banks currently trade at price-to-earnings (PE) ratios between 10-11x while offering dividend yields of 5-6%. To appreciate how attractive these valuations are, let's look at th","listText":"<a href=\"https://ttm.financial/S/EWS\">$iShares MSCI Singapore ETF(EWS)$ </a>&nbsp; In a world of elevated valuations and uncertain growth prospects, Singapore's banking sector stands out as a rare combination of growth, value, and income. Despite strong performance over the past year, several structural factors suggest there's more room to run. Here's why global investors are increasingly turning their attention to Singapore, particularly its three banking giants: DBS, OCBC, and UOB. Attractive Valuations in an Expensive World Let's start with the numbers that catch every value investor's eye. Singapore's big three banks currently trade at price-to-earnings (PE) ratios between 10-11x while offering dividend yields of 5-6%. To appreciate how attractive these valuations are, let's look at th","text":"$iShares MSCI Singapore ETF(EWS)$ In a world of elevated valuations and uncertain growth prospects, Singapore's banking sector stands out as a rare combination of growth, value, and income. Despite strong performance over the past year, several structural factors suggest there's more room to run. Here's why global investors are increasingly turning their attention to Singapore, particularly its three banking giants: DBS, OCBC, and UOB. Attractive Valuations in an Expensive World Let's start with the numbers that catch every value investor's eye. Singapore's big three banks currently trade at price-to-earnings (PE) ratios between 10-11x while offering dividend yields of 5-6%. To appreciate how attractive these valuations are, let's look at th","images":[{"img":"https://community-static.tradeup.com/news/99d7c9bca6a27a8d0d03bdd3a3def964","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":119,"commentSize":1,"repostSize":12,"link":"https://ttm.financial/post/402426446512248","isVote":1,"tweetType":1,"viewCount":2794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":386387822101040,"gmtCreate":1735373618488,"gmtModify":1735633320711,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"title":"Why the S&P 500 Could Keep Soaring: A Bull Market From 2025 to 2030","htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; As we end&nbsp;2024, many investors are concerned about the stock market. High valuations, re-inflation risks, and the potential changes under a Trump administration have left some wondering whether it's time to exit. However, a closer look at history and the current economic landscape suggests a strong bull market may be ahead, similar to the 1982 recovery. The S&amp;P 500 could keep climbing with annual returns of 15-20% from 2025 through 2030, potentially pushing its value to 12,000-15,000 by 2030. Concerns: High Valuations and Inflation Many are cautious about the current market. With high valuations and inflation showing signs of a potential resurgence, fears of re-inflati","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; As we end&nbsp;2024, many investors are concerned about the stock market. High valuations, re-inflation risks, and the potential changes under a Trump administration have left some wondering whether it's time to exit. However, a closer look at history and the current economic landscape suggests a strong bull market may be ahead, similar to the 1982 recovery. The S&amp;P 500 could keep climbing with annual returns of 15-20% from 2025 through 2030, potentially pushing its value to 12,000-15,000 by 2030. Concerns: High Valuations and Inflation Many are cautious about the current market. With high valuations and inflation showing signs of a potential resurgence, fears of re-inflati","text":"$SPDR S&P 500 ETF Trust(SPY)$ As we end 2024, many investors are concerned about the stock market. High valuations, re-inflation risks, and the potential changes under a Trump administration have left some wondering whether it's time to exit. However, a closer look at history and the current economic landscape suggests a strong bull market may be ahead, similar to the 1982 recovery. The S&P 500 could keep climbing with annual returns of 15-20% from 2025 through 2030, potentially pushing its value to 12,000-15,000 by 2030. Concerns: High Valuations and Inflation Many are cautious about the current market. With high valuations and inflation showing signs of a potential resurgence, fears of re-inflati","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":39,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/386387822101040","isVote":1,"tweetType":1,"viewCount":2622,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"content":"Thank you so much for your outlook on 2025 and historical review! 📅📊 It’s really helpful, and I’m looking forward to more of your analysis in the future! 🚀✨","text":"Thank you so much for your outlook on 2025 and historical review! 📅📊 It’s really helpful, and I’m looking forward to more of your analysis in the future! 🚀✨","html":"Thank you so much for your outlook on 2025 and historical review! 📅📊 It’s really helpful, and I’m looking forward to more of your analysis in the future! 🚀✨"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400995340836984,"gmtCreate":1738906790054,"gmtModify":1738915710266,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"title":"Skyworks Solutions (SWKS): Navigating Beyond Apple and China for Long-Term Growth\n\n","htmlText":"<a href=\"https://ttm.financial/S/SWKS\">$Skyworks Solutions(SWKS)$</a>&nbsp;&nbsp;has recently witnessed a significant stock price drop of 24.67% to $65.60, primarily due to news of reduced content in Apple's upcoming iPhone models. Historically, Apple has been a cornerstone of Skyworks' revenue, contributing around 72% in recent quarters.&nbsp; Additionally, China, through companies like Huawei and sales of Apple products in the region, has been a crucial market, potentially adding another 20-30% to its revenue pie.&nbsp; However, with this dependency now under scrutiny, the current market cap of $10.49B&nbsp;might not reflect the full growth potential of Skyworks. For investors focusing on long-term growth, here's how Skyworks is positioned to thrive beyond its reliance on Apple and China","listText":"<a href=\"https://ttm.financial/S/SWKS\">$Skyworks Solutions(SWKS)$</a>&nbsp;&nbsp;has recently witnessed a significant stock price drop of 24.67% to $65.60, primarily due to news of reduced content in Apple's upcoming iPhone models. Historically, Apple has been a cornerstone of Skyworks' revenue, contributing around 72% in recent quarters.&nbsp; Additionally, China, through companies like Huawei and sales of Apple products in the region, has been a crucial market, potentially adding another 20-30% to its revenue pie.&nbsp; However, with this dependency now under scrutiny, the current market cap of $10.49B&nbsp;might not reflect the full growth potential of Skyworks. For investors focusing on long-term growth, here's how Skyworks is positioned to thrive beyond its reliance on Apple and China","text":"$Skyworks Solutions(SWKS)$ has recently witnessed a significant stock price drop of 24.67% to $65.60, primarily due to news of reduced content in Apple's upcoming iPhone models. Historically, Apple has been a cornerstone of Skyworks' revenue, contributing around 72% in recent quarters. Additionally, China, through companies like Huawei and sales of Apple products in the region, has been a crucial market, potentially adding another 20-30% to its revenue pie. However, with this dependency now under scrutiny, the current market cap of $10.49B might not reflect the full growth potential of Skyworks. For investors focusing on long-term growth, here's how Skyworks is positioned to thrive beyond its reliance on Apple and China","images":[{"img":"https://community-static.tradeup.com/news/0f3e0d0b6e7f0895dedad4910dd8971c","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":168,"commentSize":1,"repostSize":7,"link":"https://ttm.financial/post/400995340836984","isVote":1,"tweetType":1,"viewCount":2456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":399799120351632,"gmtCreate":1738632141408,"gmtModify":1738640200130,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"title":"The Self-Perpetuating Profit Machine: Why Palantir's 388 P/E Might Be \"Cheap\"","htmlText":"Wall Street analysts often miss the forest for the trees. While they fixate on traditional metrics like P/E ratios, they might be overlooking something extraordinary developing at <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;: the potential emergence of the world's first self-optimizing corporation. The Five Pillars of Infinite Margins 1. The Meta-Software Revolution Imagine software that manages itself. Palantir's Apollo platform isn't just managing client operations—it's perfectly positioned to manage Palantir itself. Every optimization it learns from thousands of client deployments can be turned inward, creating a corporation that continuously improves its own efficiency. Labor costs? Declining. Operational overhead?","listText":"Wall Street analysts often miss the forest for the trees. While they fixate on traditional metrics like P/E ratios, they might be overlooking something extraordinary developing at <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;: the potential emergence of the world's first self-optimizing corporation. The Five Pillars of Infinite Margins 1. The Meta-Software Revolution Imagine software that manages itself. Palantir's Apollo platform isn't just managing client operations—it's perfectly positioned to manage Palantir itself. Every optimization it learns from thousands of client deployments can be turned inward, creating a corporation that continuously improves its own efficiency. Labor costs? Declining. Operational overhead?","text":"Wall Street analysts often miss the forest for the trees. While they fixate on traditional metrics like P/E ratios, they might be overlooking something extraordinary developing at $Palantir Technologies Inc.(PLTR)$ : the potential emergence of the world's first self-optimizing corporation. The Five Pillars of Infinite Margins 1. The Meta-Software Revolution Imagine software that manages itself. Palantir's Apollo platform isn't just managing client operations—it's perfectly positioned to manage Palantir itself. Every optimization it learns from thousands of client deployments can be turned inward, creating a corporation that continuously improves its own efficiency. Labor costs? Declining. Operational overhead?","images":[{"img":"https://community-static.tradeup.com/news/818d07d5683653f73846488579728744","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":121,"commentSize":6,"repostSize":7,"link":"https://ttm.financial/post/399799120351632","isVote":1,"tweetType":1,"viewCount":2739,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4174181632108162","authorId":"4174181632108162","name":"Emotional Investor","avatar":"https://community-static.tradeup.com/news/57ce43901504951c0ec8b4e69e083150","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4174181632108162","idStr":"4174181632108162"},"content":"I was late getting on the palantir train, $69. Mainly because i didn’t get the company. Love the way your article explains them, great job.","text":"I was late getting on the palantir train, $69. Mainly because i didn’t get the company. Love the way your article explains them, great job.","html":"I was late getting on the palantir train, $69. Mainly because i didn’t get the company. Love the way your article explains them, great job."},{"author":{"id":"4136897647765072","authorId":"4136897647765072","name":"SuperDuper1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4136897647765072","idStr":"4136897647765072"},"content":"Another spin. if u look at Palantir’s Q4 presentation, income from operations fell 90% QoQ to $11m. They have adjusted earnings to write back stock based compensation , which in q4 was $282m, almost double that of q3. This is deceptive . Stock based compensation is an actual cost to shareholders as it is dilutive. Next billing’s for Q4 actually declined QoQ, which throws into question the growth narrative . Finally on FCF, the company generated $1.15b in FCF in 2024, without excluding stock compensation. Compare that with the market cap of $190b and one would realise that the stock trades at a ridiculous 166x FCF.","text":"Another spin. if u look at Palantir’s Q4 presentation, income from operations fell 90% QoQ to $11m. They have adjusted earnings to write back stock based compensation , which in q4 was $282m, almost double that of q3. This is deceptive . Stock based compensation is an actual cost to shareholders as it is dilutive. Next billing’s for Q4 actually declined QoQ, which throws into question the growth narrative . Finally on FCF, the company generated $1.15b in FCF in 2024, without excluding stock compensation. Compare that with the market cap of $190b and one would realise that the stock trades at a ridiculous 166x FCF.","html":"Another spin. if u look at Palantir’s Q4 presentation, income from operations fell 90% QoQ to $11m. They have adjusted earnings to write back stock based compensation , which in q4 was $282m, almost double that of q3. This is deceptive . Stock based compensation is an actual cost to shareholders as it is dilutive. Next billing’s for Q4 actually declined QoQ, which throws into question the growth narrative . Finally on FCF, the company generated $1.15b in FCF in 2024, without excluding stock compensation. Compare that with the market cap of $190b and one would realise that the stock trades at a ridiculous 166x FCF."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":260733684297944,"gmtCreate":1704666048568,"gmtModify":1704666052271,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IWN\"> $iShares Russell 2000 Value ETF(IWN)$ </a>will likely have a very strong year as yields come down and these stocks are very under-owned. '23Q4 saw a lot of buying so it might cool down a little at this point, but Q2 onwards will likely see a breakout and should continue for the rest of '24. This ETF gives you exposure to regional banks which are making a lot of money, and also has a lot of defensive/cyclical sectors like industrials and healthcare.","listText":"<a href=\"https://ttm.financial/S/IWN\"> $iShares Russell 2000 Value ETF(IWN)$ </a>will likely have a very strong year as yields come down and these stocks are very under-owned. '23Q4 saw a lot of buying so it might cool down a little at this point, but Q2 onwards will likely see a breakout and should continue for the rest of '24. This ETF gives you exposure to regional banks which are making a lot of money, and also has a lot of defensive/cyclical sectors like industrials and healthcare.","text":"$iShares Russell 2000 Value ETF(IWN)$ will likely have a very strong year as yields come down and these stocks are very under-owned. '23Q4 saw a lot of buying so it might cool down a little at this point, but Q2 onwards will likely see a breakout and should continue for the rest of '24. This ETF gives you exposure to regional banks which are making a lot of money, and also has a lot of defensive/cyclical sectors like industrials and healthcare.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":3,"link":"https://ttm.financial/post/260733684297944","isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407715515801936,"gmtCreate":1740562848301,"gmtModify":1740563029661,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"title":"TSLA Technical & Valuation Analysis: A Cautious Bounce, Possibly Wait for Better Entry for Long-Term Bulls?","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;continues to captivate market participants—not only with its role as an innovation leader in the electric vehicle space but also through its dynamic technical and valuation metrics. Recent technical signals, alongside a review of historical valuation data, paint a complex picture that calls for both caution and opportunity. Short-term bullish, mid-term bearish? On the technical front, the daily Relative Strength Index (RSI) is signaling oversold conditions at around 28.87, a level that historically has been followed by a&nbsp;rebound within a few trading days.&nbsp; TSLA daily RSI @ 28.87, suggesting oversold conditions However, the weekly RSI remains subdued at approximately 44.73, suggesting that while traders mig","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;continues to captivate market participants—not only with its role as an innovation leader in the electric vehicle space but also through its dynamic technical and valuation metrics. Recent technical signals, alongside a review of historical valuation data, paint a complex picture that calls for both caution and opportunity. Short-term bullish, mid-term bearish? On the technical front, the daily Relative Strength Index (RSI) is signaling oversold conditions at around 28.87, a level that historically has been followed by a&nbsp;rebound within a few trading days.&nbsp; TSLA daily RSI @ 28.87, suggesting oversold conditions However, the weekly RSI remains subdued at approximately 44.73, suggesting that while traders mig","text":"$Tesla Motors(TSLA)$ continues to captivate market participants—not only with its role as an innovation leader in the electric vehicle space but also through its dynamic technical and valuation metrics. Recent technical signals, alongside a review of historical valuation data, paint a complex picture that calls for both caution and opportunity. Short-term bullish, mid-term bearish? On the technical front, the daily Relative Strength Index (RSI) is signaling oversold conditions at around 28.87, a level that historically has been followed by a rebound within a few trading days. TSLA daily RSI @ 28.87, suggesting oversold conditions However, the weekly RSI remains subdued at approximately 44.73, suggesting that while traders mig","images":[{"img":"https://community-static.tradeup.com/news/331b5d1e2129c14c5e46d1b37a3d2308","width":"2171","height":"851"},{"img":"https://community-static.tradeup.com/news/18ae978c28c58bc23e482a1f6dd96b22","width":"2183","height":"863"},{"img":"https://community-static.tradeup.com/news/87b836e2d7d4cf7aeb17c49eab288d18","width":"1792","height":"1024"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":69,"commentSize":6,"repostSize":5,"link":"https://ttm.financial/post/407715515801936","isVote":1,"tweetType":1,"viewCount":2558,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20706277526874","authorId":"20706277526874","name":"哆啦Ella","avatar":"https://static.tigerbbs.com/6c7f85ee38e9332ddf2ebe72a8afd489","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"20706277526874","idStr":"20706277526874"},"content":"what is the enter point？300？or 280？","text":"what is the enter point？300？or 280？","html":"what is the enter point？300？or 280？"},{"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"content":"Thank you for your technical analysis![Strong] I also strongly agree with the short-term rebound, but after that, it might continue to decline.[Thinking] Did you add your Tesla position yesterday?","text":"Thank you for your technical analysis![Strong] I also strongly agree with the short-term rebound, but after that, it might continue to decline.[Thinking] Did you add your Tesla position yesterday?","html":"Thank you for your technical analysis![Strong] I also strongly agree with the short-term rebound, but after that, it might continue to decline.[Thinking] Did you add your Tesla position yesterday?"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":390947475071064,"gmtCreate":1736475092757,"gmtModify":1736491994347,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"title":"BKLN: An Overlooked High-Yield Opportunity in Senior Loans","htmlText":"For investors seeking income in a shifting economic landscape, the <a href=\"https://ttm.financial/S/BKLN\">$Invesco Senior Loan ETF(BKLN)$ </a> offers a compelling yet often overlooked opportunity. With its focus on senior bank loans—secured, floating-rate instruments that sit at the top of the capital structure—BKLN delivers high yields while benefiting from improving credit conditions and a supportive economic environment. Key Reasons BKLN Shines 1. Improving Credit Conditions: As corporate balance sheets strengthen, the risk of defaults declines. Senior loans, which have priority over other debts, are positioned to thrive in this low-risk environment. 2. Economic Growth and Productivity Gains: A growing GDP driven by innovation and productivity enhances borrower stability, boosting the a","listText":"For investors seeking income in a shifting economic landscape, the <a href=\"https://ttm.financial/S/BKLN\">$Invesco Senior Loan ETF(BKLN)$ </a> offers a compelling yet often overlooked opportunity. With its focus on senior bank loans—secured, floating-rate instruments that sit at the top of the capital structure—BKLN delivers high yields while benefiting from improving credit conditions and a supportive economic environment. Key Reasons BKLN Shines 1. Improving Credit Conditions: As corporate balance sheets strengthen, the risk of defaults declines. Senior loans, which have priority over other debts, are positioned to thrive in this low-risk environment. 2. Economic Growth and Productivity Gains: A growing GDP driven by innovation and productivity enhances borrower stability, boosting the a","text":"For investors seeking income in a shifting economic landscape, the $Invesco Senior Loan ETF(BKLN)$ offers a compelling yet often overlooked opportunity. With its focus on senior bank loans—secured, floating-rate instruments that sit at the top of the capital structure—BKLN delivers high yields while benefiting from improving credit conditions and a supportive economic environment. Key Reasons BKLN Shines 1. Improving Credit Conditions: As corporate balance sheets strengthen, the risk of defaults declines. Senior loans, which have priority over other debts, are positioned to thrive in this low-risk environment. 2. Economic Growth and Productivity Gains: A growing GDP driven by innovation and productivity enhances borrower stability, boosting the a","images":[{"img":"https://community-static.tradeup.com/news/138c9a1c1cec676937d80162a361ff78","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":69,"commentSize":2,"repostSize":3,"link":"https://ttm.financial/post/390947475071064","isVote":1,"tweetType":1,"viewCount":2733,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010866","authorId":"10000000000010866","name":"Hunter Brown","avatar":"https://static.tigerbbs.com/b061e64f30a27d5aa62481a74a31d5a0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010866","idStr":"10000000000010866"},"content":"Thanks for sharing! I've added BLKN to my watchlist. 🔍📈","text":"Thanks for sharing! I've added BLKN to my watchlist. 🔍📈","html":"Thanks for sharing! I've added BLKN to my watchlist. 🔍📈"},{"author":{"id":"9000000000000591","authorId":"9000000000000591","name":"EvelynHoover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000591","idStr":"9000000000000591"},"content":"BKLN sounds like a smart choice for steady income","text":"BKLN sounds like a smart choice for steady income","html":"BKLN sounds like a smart choice for steady income"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":323170527694904,"gmtCreate":1719929643807,"gmtModify":1719990887222,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"htmlText":"In the short term, it could reach $260 or so very quickly, and there may be some profit taking. There may also be a sell-the-news events in July and August, but if this happens, I am sure long-term players will step up and treat it as a buying opportunity. Looking towards the year end, 2024 may well be the year when the downtrend from 2021 will finally break to the upside.","listText":"In the short term, it could reach $260 or so very quickly, and there may be some profit taking. There may also be a sell-the-news events in July and August, but if this happens, I am sure long-term players will step up and treat it as a buying opportunity. Looking towards the year end, 2024 may well be the year when the downtrend from 2021 will finally break to the upside.","text":"In the short term, it could reach $260 or so very quickly, and there may be some profit taking. There may also be a sell-the-news events in July and August, but if this happens, I am sure long-term players will step up and treat it as a buying opportunity. Looking towards the year end, 2024 may well be the year when the downtrend from 2021 will finally break to the upside.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":49,"commentSize":2,"repostSize":6,"link":"https://ttm.financial/post/323170527694904","isVote":1,"tweetType":1,"viewCount":2603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":403066967105720,"gmtCreate":1739432330767,"gmtModify":1739434671811,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"title":"Fear and Fundamentals: Why Bearish Sentiment Could Signal Buying Opportunities","htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; In a peculiar twist of market psychology, the S&amp;P 500 index&nbsp;sits at 6,051.97 points,&nbsp;just below its all-time high of 6,118.71 points (reached on January 23, 2025), while investor sentiment has plunged to its most pessimistic levels in a year. This divergence between price and sentiment often creates opportunities for astute investors. \"When in doubt, zoom out\": SPDR S&amp;P500 ETF (SPY) over the last 52 weeks &nbsp;The Numbers Tell a Story The latest AAII Investor Sentiment Survey shows bearish sentiment at 47.3%, nearly doubling from October 2024's readings around 25%. Meanwhile, bullish sentiment has dropped from over 50% in September 2024 to just 28.4% currentl","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; In a peculiar twist of market psychology, the S&amp;P 500 index&nbsp;sits at 6,051.97 points,&nbsp;just below its all-time high of 6,118.71 points (reached on January 23, 2025), while investor sentiment has plunged to its most pessimistic levels in a year. This divergence between price and sentiment often creates opportunities for astute investors. \"When in doubt, zoom out\": SPDR S&amp;P500 ETF (SPY) over the last 52 weeks &nbsp;The Numbers Tell a Story The latest AAII Investor Sentiment Survey shows bearish sentiment at 47.3%, nearly doubling from October 2024's readings around 25%. Meanwhile, bullish sentiment has dropped from over 50% in September 2024 to just 28.4% currentl","text":"$SPDR S&P 500 ETF Trust(SPY)$ In a peculiar twist of market psychology, the S&P 500 index sits at 6,051.97 points, just below its all-time high of 6,118.71 points (reached on January 23, 2025), while investor sentiment has plunged to its most pessimistic levels in a year. This divergence between price and sentiment often creates opportunities for astute investors. \"When in doubt, zoom out\": SPDR S&P500 ETF (SPY) over the last 52 weeks The Numbers Tell a Story The latest AAII Investor Sentiment Survey shows bearish sentiment at 47.3%, nearly doubling from October 2024's readings around 25%. Meanwhile, bullish sentiment has dropped from over 50% in September 2024 to just 28.4% currentl","images":[{"img":"https://community-static.tradeup.com/news/eb5956dc21c9d8765966197e66ffa317","width":"1752","height":"1159"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":30,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/403066967105720","isVote":1,"tweetType":1,"viewCount":2479,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000177","authorId":"9000000000000177","name":"jigglyp","avatar":"https://static.tigerbbs.com/81107c0431f248a6c5b526745a8ca6e4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000177","idStr":"9000000000000177"},"content":"Interesting perspective","text":"Interesting perspective","html":"Interesting perspective"},{"author":{"id":"4195362055063892","authorId":"4195362055063892","name":"Tigerous","avatar":"https://community-static.tradeup.com/news/1cc88e6e01866542324985e4c7ce6394","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4195362055063892","idStr":"4195362055063892"},"content":"Still have room to go","text":"Still have room to go","html":"Still have room to go"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":395303700418776,"gmtCreate":1737536463361,"gmtModify":1737615712529,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"title":"Qualcomm (QCOM): Bullish on Connecting the Future Beyond Smartphones","htmlText":"<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;is renowned for its leadership in the smartphone market, powering approximately 30% of global devices, including flagship models from Samsung, Xiaomi, and OnePlus. As smartphone growth stabilizes, Qualcomm's strategic diversification into high-growth sectors presents an exciting investment opportunity. Currently trading at $167.27 per share (as of 21 Jan 2025), the company offers a 2.03% dividend yield, with an impressive 23-year track record of dividend increases. 1. Automotive Evolution Qualcomm is transforming the automotive industry through partnerships with giants like General Motors, Hyundai, and BMW. Its Snapdragon Digital Chassis enables advanced features such as autonomous drivin","listText":"<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;is renowned for its leadership in the smartphone market, powering approximately 30% of global devices, including flagship models from Samsung, Xiaomi, and OnePlus. As smartphone growth stabilizes, Qualcomm's strategic diversification into high-growth sectors presents an exciting investment opportunity. Currently trading at $167.27 per share (as of 21 Jan 2025), the company offers a 2.03% dividend yield, with an impressive 23-year track record of dividend increases. 1. Automotive Evolution Qualcomm is transforming the automotive industry through partnerships with giants like General Motors, Hyundai, and BMW. Its Snapdragon Digital Chassis enables advanced features such as autonomous drivin","text":"$Qualcomm(QCOM)$ is renowned for its leadership in the smartphone market, powering approximately 30% of global devices, including flagship models from Samsung, Xiaomi, and OnePlus. As smartphone growth stabilizes, Qualcomm's strategic diversification into high-growth sectors presents an exciting investment opportunity. Currently trading at $167.27 per share (as of 21 Jan 2025), the company offers a 2.03% dividend yield, with an impressive 23-year track record of dividend increases. 1. Automotive Evolution Qualcomm is transforming the automotive industry through partnerships with giants like General Motors, Hyundai, and BMW. Its Snapdragon Digital Chassis enables advanced features such as autonomous drivin","images":[{"img":"https://community-static.tradeup.com/news/a2ea1b5cb9e9264edd1187768ff15183","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":52,"commentSize":2,"repostSize":4,"link":"https://ttm.financial/post/395303700418776","isVote":1,"tweetType":1,"viewCount":1887,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"content":"Looking forward to Qualcomm breaking out alongside other chip stocks this time.[Heart]","text":"Looking forward to Qualcomm breaking out alongside other chip stocks this time.[Heart]","html":"Looking forward to Qualcomm breaking out alongside other chip stocks this time.[Heart]"},{"author":{"id":"9000000000000338","authorId":"9000000000000338","name":"jollyfo","avatar":"https://static.tigerbbs.com/5542e95e8b2dae009b1c8a6854d922ee","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000338","idStr":"9000000000000338"},"content":"Looks like Qualcomm is not just resting on its smartphone laurels","text":"Looks like Qualcomm is not just resting on its smartphone laurels","html":"Looks like Qualcomm is not just resting on its smartphone laurels"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":450047305748856,"gmtCreate":1750901275804,"gmtModify":1750902678436,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"title":"My Investment Playbook: A Long-Term Perspective","htmlText":"I align with the philosophy that investing is about lasting the longest, not just making the most money quickly—echoing Warren Buffett's marathon, not sprint, mindset. My strategy focuses on longevity and steady growth over time. Here's my approach: Target Top Companies with Strong Financials:&nbsp; I seek out the best companies globally, prioritizing those with robust balance sheets, consistent earnings, and competitive advantages. Long-Term Horizon with Disruption-Resistant Picks:&nbsp; With a 20-year outlook, I invest in companies likely to survive and thrive, such as <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;, <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;, and <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVD</a>","listText":"I align with the philosophy that investing is about lasting the longest, not just making the most money quickly—echoing Warren Buffett's marathon, not sprint, mindset. My strategy focuses on longevity and steady growth over time. Here's my approach: Target Top Companies with Strong Financials:&nbsp; I seek out the best companies globally, prioritizing those with robust balance sheets, consistent earnings, and competitive advantages. Long-Term Horizon with Disruption-Resistant Picks:&nbsp; With a 20-year outlook, I invest in companies likely to survive and thrive, such as <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;, <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;, and <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVD</a>","text":"I align with the philosophy that investing is about lasting the longest, not just making the most money quickly—echoing Warren Buffett's marathon, not sprint, mindset. My strategy focuses on longevity and steady growth over time. Here's my approach: Target Top Companies with Strong Financials: I seek out the best companies globally, prioritizing those with robust balance sheets, consistent earnings, and competitive advantages. Long-Term Horizon with Disruption-Resistant Picks: With a 20-year outlook, I invest in companies likely to survive and thrive, such as $Palantir Technologies Inc.(PLTR)$ , $Tesla Motors(TSLA)$ , and $NVIDIA(NVD","images":[{"img":"https://community-static.tradeup.com/news/b5968d423acce395592b132f174ac2ad","width":"916","height":"1276"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":57,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/450047305748856","isVote":1,"tweetType":1,"viewCount":2629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":434729366852248,"gmtCreate":1747126372046,"gmtModify":1747134552938,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"title":"Why Coinbase (COIN) Is a Must-Own for the Crypto Revolution","htmlText":"The Crypto Backbone with Untapped Potential Crypto is no longer a niche—it's a $2 trillion market reshaping finance, and <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> is its trusted gateway. Investors often view Coinbase as a volatile crypto exchange, but they’re missing its transformation into a diversified financial services powerhouse. With $6.67 billion in revenue, $273 billion in custodied assets, and a 65.2% revenue CAGR, Coinbase is more than a Bitcoin proxy—it’s a bet on Web3, stablecoins, and institutional adoption. Despite a 3.62 beta, its $8.05 billion cash reserve and regulatory moat make it a stable, high-upside play. Here’s why COIN is a compelling long-term investment, especially for retail investors overlooking its hidden strengths. A Fortress of","listText":"The Crypto Backbone with Untapped Potential Crypto is no longer a niche—it's a $2 trillion market reshaping finance, and <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> is its trusted gateway. Investors often view Coinbase as a volatile crypto exchange, but they’re missing its transformation into a diversified financial services powerhouse. With $6.67 billion in revenue, $273 billion in custodied assets, and a 65.2% revenue CAGR, Coinbase is more than a Bitcoin proxy—it’s a bet on Web3, stablecoins, and institutional adoption. Despite a 3.62 beta, its $8.05 billion cash reserve and regulatory moat make it a stable, high-upside play. Here’s why COIN is a compelling long-term investment, especially for retail investors overlooking its hidden strengths. A Fortress of","text":"The Crypto Backbone with Untapped Potential Crypto is no longer a niche—it's a $2 trillion market reshaping finance, and $Coinbase Global, Inc.(COIN)$ is its trusted gateway. Investors often view Coinbase as a volatile crypto exchange, but they’re missing its transformation into a diversified financial services powerhouse. With $6.67 billion in revenue, $273 billion in custodied assets, and a 65.2% revenue CAGR, Coinbase is more than a Bitcoin proxy—it’s a bet on Web3, stablecoins, and institutional adoption. Despite a 3.62 beta, its $8.05 billion cash reserve and regulatory moat make it a stable, high-upside play. Here’s why COIN is a compelling long-term investment, especially for retail investors overlooking its hidden strengths. A Fortress of","images":[{"img":"https://community-static.tradeup.com/news/5c26110bf4dc53b7b6a1d40994c79be6","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":43,"commentSize":3,"repostSize":2,"link":"https://ttm.financial/post/434729366852248","isVote":1,"tweetType":1,"viewCount":2763,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"This could rocket up to $300","text":"This could rocket up to $300","html":"This could rocket up to $300"},{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"coin will be up minimum 200% after joining s&p 500.","text":"coin will be up minimum 200% after joining s&p 500.","html":"coin will be up minimum 200% after joining s&p 500."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":449828236484856,"gmtCreate":1750827811840,"gmtModify":1750830927430,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"title":"$COIN Outshines $CRCL: A Better Bet Despite Stablecoin Tailwinds\r\n\r\n","htmlText":"The cryptocurrency market has been buoyed by recent regulatory tailwinds, particularly the U.S. Senate's GENIUS Act, which has fueled optimism for stablecoins like USD Coin (USDC).&nbsp; <a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a>&nbsp;, the issuer of USDC, has seen its market capitalization soar to approximately $50.68 billion as of June 25, 2025, according to Investing.com, reflecting investor enthusiasm for its compliance-first approach and global partnerships. However, despite these tailwinds, <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;, with a market cap of $87.83 billion, presents a more compelling investment opportunity due to its superior valuation metrics and diversified fundamentals,","listText":"The cryptocurrency market has been buoyed by recent regulatory tailwinds, particularly the U.S. Senate's GENIUS Act, which has fueled optimism for stablecoins like USD Coin (USDC).&nbsp; <a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a>&nbsp;, the issuer of USDC, has seen its market capitalization soar to approximately $50.68 billion as of June 25, 2025, according to Investing.com, reflecting investor enthusiasm for its compliance-first approach and global partnerships. However, despite these tailwinds, <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;, with a market cap of $87.83 billion, presents a more compelling investment opportunity due to its superior valuation metrics and diversified fundamentals,","text":"The cryptocurrency market has been buoyed by recent regulatory tailwinds, particularly the U.S. Senate's GENIUS Act, which has fueled optimism for stablecoins like USD Coin (USDC). $Circle Internet Corp.(CRCL)$ , the issuer of USDC, has seen its market capitalization soar to approximately $50.68 billion as of June 25, 2025, according to Investing.com, reflecting investor enthusiasm for its compliance-first approach and global partnerships. However, despite these tailwinds, $Coinbase Global, Inc.(COIN)$ , with a market cap of $87.83 billion, presents a more compelling investment opportunity due to its superior valuation metrics and diversified fundamentals,","images":[{"img":"https://community-static.tradeup.com/news/5971be14a0aeb27a64fd28c097a66754","width":"1078","height":"1051"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":30,"commentSize":3,"repostSize":5,"link":"https://ttm.financial/post/449828236484856","isVote":1,"tweetType":1,"viewCount":2422,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"Coinbase solid digital underpinning of the foundation of crypto markets.","text":"Coinbase solid digital underpinning of the foundation of crypto markets.","html":"Coinbase solid digital underpinning of the foundation of crypto markets."},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"I think traders have left CRCL and moved to COIN. I'm long COIN and short CRCL.","text":"I think traders have left CRCL and moved to COIN. I'm long COIN and short CRCL.","html":"I think traders have left CRCL and moved to COIN. I'm long COIN and short CRCL."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":398548726751776,"gmtCreate":1738342534558,"gmtModify":1738547075802,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"title":"ON Semiconductor: Powering the EV Revolution from the Sidelines\n","htmlText":"The Hidden Tech Giant Wall Street Is Overlooking? From a peak of $110 in July 2023 to the current price of $53 (as of 31 Jan 2025), <a href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;has experienced a dramatic correction that has shaken investor confidence. Yet, this price volatility masks a strategic opportunity that many&nbsp;investors are missing. The \"Switzerland\" of EV Technology Imagine a technology company that wins regardless of which electric vehicle manufacturer comes out on top. Like Switzerland in global trade, ON Semiconductor thrives by providing critical technological components to multiple EV manufacturers, ensuring success no matter which brand leads the market. Financial Fortress: More Than Just Numbers ON Semiconduc","listText":"The Hidden Tech Giant Wall Street Is Overlooking? From a peak of $110 in July 2023 to the current price of $53 (as of 31 Jan 2025), <a href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;has experienced a dramatic correction that has shaken investor confidence. Yet, this price volatility masks a strategic opportunity that many&nbsp;investors are missing. The \"Switzerland\" of EV Technology Imagine a technology company that wins regardless of which electric vehicle manufacturer comes out on top. Like Switzerland in global trade, ON Semiconductor thrives by providing critical technological components to multiple EV manufacturers, ensuring success no matter which brand leads the market. Financial Fortress: More Than Just Numbers ON Semiconduc","text":"The Hidden Tech Giant Wall Street Is Overlooking? From a peak of $110 in July 2023 to the current price of $53 (as of 31 Jan 2025), $ON Semiconductor(ON)$ has experienced a dramatic correction that has shaken investor confidence. Yet, this price volatility masks a strategic opportunity that many investors are missing. The \"Switzerland\" of EV Technology Imagine a technology company that wins regardless of which electric vehicle manufacturer comes out on top. Like Switzerland in global trade, ON Semiconductor thrives by providing critical technological components to multiple EV manufacturers, ensuring success no matter which brand leads the market. Financial Fortress: More Than Just Numbers ON Semiconduc","images":[{"img":"https://community-static.tradeup.com/news/cf4eddcd2ac7e4c62d70806248c7c84d","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/398548726751776","isVote":1,"tweetType":1,"viewCount":1516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":412423156719840,"gmtCreate":1741664148473,"gmtModify":1741674925561,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"title":"Nvidia's Fundamentals Shine Despite Stock Price Dip","htmlText":"As of March 11, 2025, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;has experienced a notable decline in its stock price, dropping from an all-time high of $153.13—reached on January 7, 2025—to $106.98.&nbsp; This roughly 30% plunge has shifted investor sentiment dramatically. Early in 2025, the market reveled in Nvidia's AI-driven ascent, with analysts like Morgan Stanley setting lofty targets near $152. Now, investors are starting to show doubt and impatience, with some questioning the AI boom's sustainability or fearing competition from firms like DeepSeek.&nbsp; Yet, beneath this volatility, Nvidia's fundamentals have largely strengthened or held firm, exposing a disconnect between jittery market perception and the company's robust under","listText":"As of March 11, 2025, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;has experienced a notable decline in its stock price, dropping from an all-time high of $153.13—reached on January 7, 2025—to $106.98.&nbsp; This roughly 30% plunge has shifted investor sentiment dramatically. Early in 2025, the market reveled in Nvidia's AI-driven ascent, with analysts like Morgan Stanley setting lofty targets near $152. Now, investors are starting to show doubt and impatience, with some questioning the AI boom's sustainability or fearing competition from firms like DeepSeek.&nbsp; Yet, beneath this volatility, Nvidia's fundamentals have largely strengthened or held firm, exposing a disconnect between jittery market perception and the company's robust under","text":"As of March 11, 2025, $NVIDIA(NVDA)$ has experienced a notable decline in its stock price, dropping from an all-time high of $153.13—reached on January 7, 2025—to $106.98. This roughly 30% plunge has shifted investor sentiment dramatically. Early in 2025, the market reveled in Nvidia's AI-driven ascent, with analysts like Morgan Stanley setting lofty targets near $152. Now, investors are starting to show doubt and impatience, with some questioning the AI boom's sustainability or fearing competition from firms like DeepSeek. Yet, beneath this volatility, Nvidia's fundamentals have largely strengthened or held firm, exposing a disconnect between jittery market perception and the company's robust under","images":[{"img":"https://community-static.tradeup.com/news/4c6f8f7e9c954bb98ada2bbe726452ea","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/412423156719840","isVote":1,"tweetType":1,"viewCount":2435,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"Nvidia's GTC all next week. NVDA and all quantum stocks will likely get a well deserved boost. Fingers and paws crossed ! Hopefully Trump will cooperate.","text":"Nvidia's GTC all next week. NVDA and all quantum stocks will likely get a well deserved boost. Fingers and paws crossed ! Hopefully Trump will cooperate.","html":"Nvidia's GTC all next week. NVDA and all quantum stocks will likely get a well deserved boost. Fingers and paws crossed ! Hopefully Trump will cooperate."},{"author":{"id":"10000000000011857","authorId":"10000000000011857","name":"WendyOneP","avatar":"https://community-static.tradeup.com/news/944c6100a507a27639d75b17f9e794c2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011857","idStr":"10000000000011857"},"content":"totally agree with you","text":"totally agree with you","html":"totally agree with you"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":462136396247128,"gmtCreate":1753866047794,"gmtModify":1753937080052,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"htmlText":"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&nbsp;<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a>&nbsp; showing early recovery signals. For a long-term inves","listText":"One word: Resilience The first half of 2025 has been a rollercoaster for investors, and my journey reflects a story of resilience. In early April, with market sentiment hitting one of its most bearish levels ever—evidenced by surveys like AAII Bull-Bear—I, as a long-term investor, decided to take a contrarian stance. As pessimism peaked, I began buying, focusing on growth stocks and cryptocurrencies, particularly Bitcoin, Ethereum, and Solana. Starting in March, I employed dollar-cost averaging into April, capitalizing on the market panic surrounding \"Liberation Day\" fears. Despite the initial downturn, signs of a market bottom emerged, with the&nbsp;<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a>&nbsp; showing early recovery signals. For a long-term inves","text":"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","images":[{"img":"https://community-static.tradeup.com/news/726507fb5c8ac65c87e0509663ee3354","width":"615","height":"687"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":32,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/462136396247128","isVote":1,"tweetType":1,"viewCount":1521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":257111900549336,"gmtCreate":1703805357818,"gmtModify":1703842600307,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"htmlText":"I believe 2024 will see a very different group of leadership to 2023. Falling rates should benefit Financials and Utilities. Of course AI will continue to be a theme which will benefit Technology, but the rally in Technology will not be restricted to the large cap names - rather, there should be many opportunities in the more beaten up names. One stock that I think could do well is <a href=\"https://ttm.financial/S/ZM\"> $Zoom(ZM)$ </a>. This stock has gone nowhere for a while despite consistently beating earnings, and their balance sheet as well as customer retention looks extremely strong. They are also the AI play that few people have been taking about.","listText":"I believe 2024 will see a very different group of leadership to 2023. Falling rates should benefit Financials and Utilities. Of course AI will continue to be a theme which will benefit Technology, but the rally in Technology will not be restricted to the large cap names - rather, there should be many opportunities in the more beaten up names. One stock that I think could do well is <a href=\"https://ttm.financial/S/ZM\"> $Zoom(ZM)$ </a>. This stock has gone nowhere for a while despite consistently beating earnings, and their balance sheet as well as customer retention looks extremely strong. They are also the AI play that few people have been taking about.","text":"I believe 2024 will see a very different group of leadership to 2023. Falling rates should benefit Financials and Utilities. Of course AI will continue to be a theme which will benefit Technology, but the rally in Technology will not be restricted to the large cap names - rather, there should be many opportunities in the more beaten up names. One stock that I think could do well is $Zoom(ZM)$ . This stock has gone nowhere for a while despite consistently beating earnings, and their balance sheet as well as customer retention looks extremely strong. They are also the AI play that few people have been taking about.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/257111900549336","isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380813329137744,"gmtCreate":1733982662360,"gmtModify":1733982911102,"author":{"id":"4109557308415250","authorId":"4109557308415250","name":"Jacob X","avatar":"https://community-static.tradeup.com/news/82fc312f73e30d923a13680ed82961b8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109557308415250","idStr":"4109557308415250"},"themes":[],"title":"How I Am Positioning My Portfolio for 2025","htmlText":"As we approach 2025, the divergence in monetary policy between the Federal Reserve and Bank of Japan creates compelling opportunities across global markets. With inflation concerns moderating and a stable USD outlook, here's how I'm positioning my portfolio using specific ETFs. --- Core Positions US Equities: Technology Select Sector SPDR (XLK): Capturing AI revolution and digital transformation Consumer Discretionary Select Sector SPDR (XLY): Positioning for resilient consumer spending Real Estate Select Sector SPDR (XLRE): Benefiting from potential rate cuts iShares Russell 2000 ETF (IWM): Small-cap exposure for rate cut beneficiaries --- International Markets: iShares MSCI Japan ETF (EWJ): Exposure to policy normalization and corporate reforms iShares MSCI Singapore ETF (EWS): Access to","listText":"As we approach 2025, the divergence in monetary policy between the Federal Reserve and Bank of Japan creates compelling opportunities across global markets. With inflation concerns moderating and a stable USD outlook, here's how I'm positioning my portfolio using specific ETFs. --- Core Positions US Equities: Technology Select Sector SPDR (XLK): Capturing AI revolution and digital transformation Consumer Discretionary Select Sector SPDR (XLY): Positioning for resilient consumer spending Real Estate Select Sector SPDR (XLRE): Benefiting from potential rate cuts iShares Russell 2000 ETF (IWM): Small-cap exposure for rate cut beneficiaries --- International Markets: iShares MSCI Japan ETF (EWJ): Exposure to policy normalization and corporate reforms iShares MSCI Singapore ETF (EWS): Access to","text":"As we approach 2025, the divergence in monetary policy between the Federal Reserve and Bank of Japan creates compelling opportunities across global markets. With inflation concerns moderating and a stable USD outlook, here's how I'm positioning my portfolio using specific ETFs. --- Core Positions US Equities: Technology Select Sector SPDR (XLK): Capturing AI revolution and digital transformation Consumer Discretionary Select Sector SPDR (XLY): Positioning for resilient consumer spending Real Estate Select Sector SPDR (XLRE): Benefiting from potential rate cuts iShares Russell 2000 ETF (IWM): Small-cap exposure for rate cut beneficiaries --- International Markets: iShares MSCI Japan ETF (EWJ): Exposure to policy normalization and corporate reforms iShares MSCI Singapore ETF (EWS): Access to","images":[{"img":"https://community-static.tradeup.com/news/214816613bfbb42cb6526e3428d0b9ba","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":34,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/380813329137744","isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}