TradeHuat
TradeHuat
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avatarTradeHuat
05-04 23:19
Moderate trade
avatarTradeHuat
05-04 23:08
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@koolgal:$Qualcomm(QCOM)$  Qualcomm's Transformation: From Smartphone King to AI Infrastructure Titan 🌟🌟🌟 Qualcomm is at a critical juncture, pivoting from its long held dominance in mobile connectivity toward a future anchored in high performance AI infrastructure.  The recent surge in interest is fueled by the realisation that its power efficient DNA is uniquely suited for the Inference age of data centers.  It could potentially trigger a major valuation re rating as it breaks free from the cyclical handset market. The Case for the Re-rating: From Pocket to Powerhouse The market is starting to re-rate QCOM because they are seeing a second growth curve that is less about selling more phones and more about powering the infrastructure that ru
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@koolgal:🌟🌟🌟A good options strategy if you want to own $Taiwan Semiconductor Manufacturing(TSM)$ shares but feel the current price is a bit too high is a cash secured put. How it works : You sell a put option at a price you would be happy to buy the stock at say $350. Why It is good for TSM now:  You get paid a premium today . If TSM stays high , you keep the cash as pure profit. If TSM drops, you are forced to buy the shares but at a discounted price compared to today which is currently trading at USD 374.09. The risk is you must have the cash ready to buy 100 shares of TSM.  If the stock drops, you maybe buying a falling knife. @Tiger_comments
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@迷途小傻散:$Micron Technology(MU)$ 
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@迷途小傻散:$WOER(09981)$ 
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@Harj:$Palantir Technologies Inc.(PLTR)$  It has the potential to go beyond $200. With US government having avoided shut down through conciliation with Democrats PLTR will get Government payments and become bullish soon.
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@JC888:Storm On The Horizon for META. GOOG too ?
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@Meoooow:$NIO Inc.(NIO)$   Management keeps talking about profitability but it's just talk only. Talk is cheap.  Can they do something more assuring like buying back shares or maybe CEO can increase his stakes by a few million dollars to instil  confidence. What will happen if Nio didn't perform as what the CEO 's reaffirmation of profitability.  Spending need to be kept in check.  Nio is a risky investment and full of uncertainties.  πŸ₯₯ πŸ₯₯ πŸ₯₯
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@Leonerd:$GLW 20260417 150.0 CALL$  Glass for Datacenter plays?
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@AMDidass:$NVIDIA(NVDA)$  ready guys! It's coming down but means we can buy again soon! Let's wait for the good chances to take profit! $Apple(AAPL)$  another nice share I am monitoring! Same way for this share! Gogogo!
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@JC888:Storm On The Horizon for META. GOOG too ?
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@orsiri:Hot Metal, Hot Takes: Why a 60Γ— P/E Aluminium Smelter Might Actually Make Sense
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@Investordude1301:$DBS(D05.SI)$  Now is the time to buy into a consistent and safe asset at a heavily discounted value that returns you at least 5.5% dividends for the next 2 years (!) and with the prospect of substantial valuation upside!
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@Wealth Wizard:$AMD 20260320 250.0 CALL$ AMD projects approximately 35% annual revenue growth fueled by AI/data-center demand and expanding product roadmaps, while global semiconductor sales are expected to exceed $1 trillion in 2026, boosting industry tailwinds.

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