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Alfriano

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2025-08-06

$Novo-Nordisk A/S(NVO)$

2025-08-06

$Novo-Nordisk A/S(NVO)$

2025-08-06

$Novo-Nordisk A/S(NVO)$

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CICT said that it intends to use around S$466.5 million or 93.3% of these proceeds to finance the proposed S$1 billion acquisition of the remaining 55 % interest in the office and retail component of CapitaSpring, located at 86 and 88 Market Street.&nbsp;","listText":"<a href=\"https://ttm.financial/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Capitaland Integrated Commercial Trust (CICT) on Tuesday announced a proposed launch of over 237.5 million new units to raise gross proceeds of around S$500 million, with a minimum offering price of S$2.105.&nbsp; The issue price range between S$2.105 and S$2.142 per new unit. CICT said that it intends to use around S$466.5 million or 93.3% of these proceeds to finance the proposed S$1 billion acquisition of the remaining 55 % interest in the office and retail component of CapitaSpring, located at 86 and 88 Market Street.&nbsp;","text":"$CapLand IntCom T(C38U.SI)$ Capitaland Integrated Commercial Trust (CICT) on Tuesday announced a proposed launch of over 237.5 million new units to raise gross proceeds of around S$500 million, with a minimum offering price of S$2.105. The issue price range between S$2.105 and S$2.142 per new unit. CICT said that it intends to use around S$466.5 million or 93.3% of these proceeds to finance the proposed S$1 billion acquisition of the remaining 55 % interest in the office and retail component of CapitaSpring, located at 86 and 88 Market Street.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464230468317496","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464577382920744,"gmtCreate":1754432998960,"gmtModify":1754432999941,"author":{"id":"4217513134211602","authorId":"4217513134211602","name":"Alfriano","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217513134211602","idStr":"4217513134211602"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$&nbsp;</a>&nbsp;","text":"$Novo-Nordisk A/S(NVO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464577382920744","isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464518014615808,"gmtCreate":1754432975486,"gmtModify":1754432977790,"author":{"id":"4217513134211602","authorId":"4217513134211602","name":"Alfriano","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217513134211602","idStr":"4217513134211602"},"themes":[],"htmlText":"Artikel yang bagus, apakah Anda ingin membagikannya?","listText":"Artikel yang bagus, apakah Anda ingin membagikannya?","text":"Artikel yang bagus, apakah Anda ingin membagikannya?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464518014615808","repostId":"464230329765896","repostType":1,"repost":{"id":464230329765896,"gmtCreate":1754350218000,"gmtModify":1754358787024,"author":{"id":"10000000000011010","authorId":"10000000000011010","name":"Lilith Blume","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011010","idStr":"10000000000011010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;If they were gonna flop, they'd have dropped the bomb last week. Key points: Q3 saw millions in dead inventory write-offs (that's the gross margin killer). Q4 margins should bounce back above 10%. Those delayed big shipments from Q3? Ninety days later they're sorted. Q4's $20B contract win is rocket fuel for guidance whether shipments started or not. This Q4 report's gonna crush it - placing my bets on an earnings beat.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;If they were gonna flop, they'd have dropped the bomb last week. Key points: Q3 saw millions in dead inventory write-offs (that's the gross margin killer). Q4 margins should bounce back above 10%. Those delayed big shipments from Q3? Ninety days later they're sorted. Q4's $20B contract win is rocket fuel for guidance whether shipments started or not. This Q4 report's gonna crush it - placing my bets on an earnings beat.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ If they were gonna flop, they'd have dropped the bomb last week. Key points: Q3 saw millions in dead inventory write-offs (that's the gross margin killer). Q4 margins should bounce back above 10%. Those delayed big shipments from Q3? Ninety days later they're sorted. Q4's $20B contract win is rocket fuel for guidance whether shipments started or not. This Q4 report's gonna crush it - placing my bets on an earnings beat.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464230329765896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464580982657480,"gmtCreate":1754432961915,"gmtModify":1754432964470,"author":{"id":"4217513134211602","authorId":"4217513134211602","name":"Alfriano","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217513134211602","idStr":"4217513134211602"},"themes":[],"htmlText":"Artikel yang bagus, apakah Anda ingin membagikannya?","listText":"Artikel yang bagus, apakah Anda ingin membagikannya?","text":"Artikel yang bagus, apakah Anda ingin membagikannya?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464580982657480","repostId":"464172208214088","repostType":1,"repost":{"id":464172208214088,"gmtCreate":1754348360142,"gmtModify":1754500207932,"author":{"id":"3582175710040105","authorId":"3582175710040105","name":"Axekay","avatar":"https://static.itradeup.com/news/bb1a0492a52d3f14fed576a4c8d1b1da","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582175710040105","idStr":"3582175710040105"},"themes":[],"htmlText":"If you are scared and did not buy any of&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; at its lowest (usd 7) and affected by those wet blankets calling it a meme stock or doom stock, then you will probably in deep regrets now.[Cry]&nbsp;&nbsp; Congrats to the master believers of PLTR&nbsp;(<a href=\"https://ttm.financial/U/3574309605005459\">@Palantard SG </a>) - you are probably a retired millionaire now, as well as my fav investment guru&nbsp;<a href=\"https://ttm.financial/U/4099275993760130\">@Adam Khoo </a> for your strong conviction when the stock was still below usd 10. This stock is going to surpass everyone's expectation and can only soar further from here.[Miser]&nbsp;&nbsp; Buy when everyone thinks that the s","listText":"If you are scared and did not buy any of&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; at its lowest (usd 7) and affected by those wet blankets calling it a meme stock or doom stock, then you will probably in deep regrets now.[Cry]&nbsp;&nbsp; Congrats to the master believers of PLTR&nbsp;(<a href=\"https://ttm.financial/U/3574309605005459\">@Palantard SG </a>) - you are probably a retired millionaire now, as well as my fav investment guru&nbsp;<a href=\"https://ttm.financial/U/4099275993760130\">@Adam Khoo </a> for your strong conviction when the stock was still below usd 10. This stock is going to surpass everyone's expectation and can only soar further from here.[Miser]&nbsp;&nbsp; Buy when everyone thinks that the s","text":"If you are scared and did not buy any of $Palantir Technologies Inc.(PLTR)$ at its lowest (usd 7) and affected by those wet blankets calling it a meme stock or doom stock, then you will probably in deep regrets now.[Cry] Congrats to the master believers of PLTR (@Palantard SG ) - you are probably a retired millionaire now, as well as my fav investment guru @Adam Khoo for your strong conviction when the stock was still below usd 10. This stock is going to surpass everyone's expectation and can only soar further from here.[Miser] Buy when everyone thinks that the s","images":[{"img":"https://community-static.tradeup.com/news/7e1f0d875339d44577546389588411de","width":"894","height":"1564"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464172208214088","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464593719488696,"gmtCreate":1754432871028,"gmtModify":1754432873325,"author":{"id":"4217513134211602","authorId":"4217513134211602","name":"Alfriano","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217513134211602","idStr":"4217513134211602"},"themes":[],"htmlText":"Artikel yang bagus, apakah Anda ingin membagikannya?","listText":"Artikel yang bagus, apakah Anda ingin membagikannya?","text":"Artikel yang bagus, apakah Anda ingin membagikannya?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464593719488696","repostId":"463744423616576","repostType":1,"repost":{"id":463744423616576,"gmtCreate":1754248561674,"gmtModify":1754248566036,"author":{"id":"4210798667918912","authorId":"4210798667918912","name":"LULU ROCKET","avatar":"https://community-static.tradeup.com/news/cec650d429c6e531a173c3b4a87b6ad8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210798667918912","idStr":"4210798667918912"},"themes":[],"htmlText":"I think so. Friday is just a prelude. Warning signs are flashing everywhere. Will we get a dead cat's bounce or black crows? You be the judge. <a href=\"https://ttm.financial/U/4098932726636920\">@JiaDeName </a>&nbsp;<a href=\"https://ttm.financial/U/4210769590898052\">@BABY SPACEROCK </a>&nbsp;<a href=\"https://ttm.financial/U/4091884160412060\">@Aqa </a>&nbsp;<a href=\"https://ttm.financial/U/3574036322201608\">@FINE </a>&nbsp;<a href=\"https://ttm.financial/U/3548734971517314\">@Mkoh </a>&nbsp;","listText":"I think so. Friday is just a prelude. Warning signs are flashing everywhere. Will we get a dead cat's bounce or black crows? You be the judge. <a href=\"https://ttm.financial/U/4098932726636920\">@JiaDeName </a>&nbsp;<a href=\"https://ttm.financial/U/4210769590898052\">@BABY SPACEROCK </a>&nbsp;<a href=\"https://ttm.financial/U/4091884160412060\">@Aqa </a>&nbsp;<a href=\"https://ttm.financial/U/3574036322201608\">@FINE </a>&nbsp;<a href=\"https://ttm.financial/U/3548734971517314\">@Mkoh </a>&nbsp;","text":"I think so. Friday is just a prelude. Warning signs are flashing everywhere. Will we get a dead cat's bounce or black crows? You be the judge. @JiaDeName @BABY SPACEROCK @Aqa @FINE @Mkoh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463744423616576","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464572829102688,"gmtCreate":1754432854648,"gmtModify":1754432856942,"author":{"id":"4217513134211602","authorId":"4217513134211602","name":"Alfriano","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217513134211602","idStr":"4217513134211602"},"themes":[],"htmlText":"Artikel yang bagus, apakah Anda ingin membagikannya?","listText":"Artikel yang bagus, apakah Anda ingin membagikannya?","text":"Artikel yang bagus, apakah Anda ingin membagikannya?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464572829102688","repostId":"463833741754920","repostType":1,"repost":{"id":463833741754920,"gmtCreate":1754278157949,"gmtModify":1754278229129,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"htmlText":"The Nasdaq and S&amp;P 500 have shown continued strength, and while August is historically more volatile, it often ends on a positive note. However, this does not preclude the possibility of a short-term pullback—especially after four consecutive months of gains. Could August Bring a Major Pullback? Yes, it is possible. Key reasons include: Seasonality: August is known for lower trading volumes due to summer holidays, which can amplify volatility. Macro Events: Earnings season, inflation data, interest rate expectations, and geopolitical developments may act as catalysts. Technical Overextension: After a strong rally, markets may need to consolidate or correct to digest gains. If a Pullback Occurs, Are You Ready to Buy the Dip? This depends on your: Investment horizon: Long-term investors","listText":"The Nasdaq and S&amp;P 500 have shown continued strength, and while August is historically more volatile, it often ends on a positive note. However, this does not preclude the possibility of a short-term pullback—especially after four consecutive months of gains. Could August Bring a Major Pullback? Yes, it is possible. Key reasons include: Seasonality: August is known for lower trading volumes due to summer holidays, which can amplify volatility. Macro Events: Earnings season, inflation data, interest rate expectations, and geopolitical developments may act as catalysts. Technical Overextension: After a strong rally, markets may need to consolidate or correct to digest gains. If a Pullback Occurs, Are You Ready to Buy the Dip? This depends on your: Investment horizon: Long-term investors","text":"The Nasdaq and S&P 500 have shown continued strength, and while August is historically more volatile, it often ends on a positive note. However, this does not preclude the possibility of a short-term pullback—especially after four consecutive months of gains. Could August Bring a Major Pullback? Yes, it is possible. Key reasons include: Seasonality: August is known for lower trading volumes due to summer holidays, which can amplify volatility. Macro Events: Earnings season, inflation data, interest rate expectations, and geopolitical developments may act as catalysts. Technical Overextension: After a strong rally, markets may need to consolidate or correct to digest gains. If a Pullback Occurs, Are You Ready to Buy the Dip? This depends on your: Investment horizon: Long-term investors","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463833741754920","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464518633775304,"gmtCreate":1754432842529,"gmtModify":1754432844853,"author":{"id":"4217513134211602","authorId":"4217513134211602","name":"Alfriano","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217513134211602","idStr":"4217513134211602"},"themes":[],"htmlText":"Artikel yang bagus, apakah Anda ingin membagikannya?","listText":"Artikel yang bagus, apakah Anda ingin membagikannya?","text":"Artikel yang bagus, apakah Anda ingin membagikannya?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464518633775304","repostId":"464374391112104","repostType":1,"repost":{"id":464374391112104,"gmtCreate":1754382425109,"gmtModify":1754456215560,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185413129326452","idStr":"4185413129326452"},"themes":[],"title":"Markets Cheer Bad News, When Bad News Buys Rallies: Rebound Signal or Volatility Trap?","htmlText":"<a href=\"https://ttm.financial/S/VIX\">$Cboe Volatility Index(VIX)$</a> When Weakness Looks Like Strength In a year where economic headlines often veer negative—disappointing job growth, declining consumer sentiment, and mounting geopolitical concerns—it would be reasonable to expect markets to struggle. Yet the reality unfolding in 2025 is anything but conventional. U.S. equity markets are not just shrugging off bad news—they’re rallying on it. As of early August 2025, the S&amp;P 500 is trading within 2% of all-time highs, and the Nasdaq has already eclipsed its previous peak. Meanwhile, the CBOE Volatility Index (VIX)—often referred to as Wall Street’s “fear gauge”—has plummeted below 12, signaling the return of extreme complacency. This is occurring even as the economy shows signs of fa","listText":"<a href=\"https://ttm.financial/S/VIX\">$Cboe Volatility Index(VIX)$</a> When Weakness Looks Like Strength In a year where economic headlines often veer negative—disappointing job growth, declining consumer sentiment, and mounting geopolitical concerns—it would be reasonable to expect markets to struggle. Yet the reality unfolding in 2025 is anything but conventional. U.S. equity markets are not just shrugging off bad news—they’re rallying on it. As of early August 2025, the S&amp;P 500 is trading within 2% of all-time highs, and the Nasdaq has already eclipsed its previous peak. Meanwhile, the CBOE Volatility Index (VIX)—often referred to as Wall Street’s “fear gauge”—has plummeted below 12, signaling the return of extreme complacency. This is occurring even as the economy shows signs of fa","text":"$Cboe Volatility Index(VIX)$ When Weakness Looks Like Strength In a year where economic headlines often veer negative—disappointing job growth, declining consumer sentiment, and mounting geopolitical concerns—it would be reasonable to expect markets to struggle. Yet the reality unfolding in 2025 is anything but conventional. U.S. equity markets are not just shrugging off bad news—they’re rallying on it. As of early August 2025, the S&P 500 is trading within 2% of all-time highs, and the Nasdaq has already eclipsed its previous peak. Meanwhile, the CBOE Volatility Index (VIX)—often referred to as Wall Street’s “fear gauge”—has plummeted below 12, signaling the return of extreme complacency. This is occurring even as the economy shows signs of fa","images":[{"img":"https://community-static.tradeup.com/news/eef204e5259b14ad926f3c5e40b7fd0e","width":"694","height":"386"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464374391112104","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464517305508432,"gmtCreate":1754432708904,"gmtModify":1754432709843,"author":{"id":"4217513134211602","authorId":"4217513134211602","name":"Alfriano","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217513134211602","idStr":"4217513134211602"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$&nbsp;</a>&nbsp;","text":"$Novo-Nordisk A/S(NVO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464517305508432","isVote":1,"tweetType":1,"viewCount":1293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464517649387968,"gmtCreate":1754432700789,"gmtModify":1754432703530,"author":{"id":"4217513134211602","authorId":"4217513134211602","name":"Alfriano","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217513134211602","idStr":"4217513134211602"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$&nbsp;</a>&nbsp;","text":"$Novo-Nordisk A/S(NVO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464517649387968","isVote":1,"tweetType":1,"viewCount":1379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464514739888784,"gmtCreate":1754432242360,"gmtModify":1754445449513,"author":{"id":"4217513134211602","authorId":"4217513134211602","name":"Alfriano","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217513134211602","idStr":"4217513134211602"},"themes":[],"htmlText":"Artikel yang bagus, apakah Anda ingin membagikannya?","listText":"Artikel yang bagus, apakah Anda ingin membagikannya?","text":"Artikel yang bagus, apakah Anda ingin membagikannya?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464514739888784","repostId":"464394633540192","repostType":1,"repost":{"id":464394633540192,"gmtCreate":1754389349871,"gmtModify":1754461802228,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"title":"Palantir Breaks the $1B Barrier: A New Era for Enterprise AI Begins","htmlText":"Yesterday, one company I've been closely monitoring finally delivered the kind of earnings I've been waiting to see -&nbsp; <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;. As someone who has followed Palantir not just for its government contracts but for its long-term AI ambitions, Q2 2025 felt like a turning point. Many questioned whether Palantir could monetize AI at scale or transition from defense to commercial success. After this report, I think the answer is clear. Below, I break down the highlights from the latest earnings, why I believe this is a critical inflection point, and what it means for the long-term thesis. Palantir 🔑 1. Revenue, Profit, and Free Cash Flow Surged Past Expectations Palantir delivered $1.06","listText":"Yesterday, one company I've been closely monitoring finally delivered the kind of earnings I've been waiting to see -&nbsp; <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;. As someone who has followed Palantir not just for its government contracts but for its long-term AI ambitions, Q2 2025 felt like a turning point. Many questioned whether Palantir could monetize AI at scale or transition from defense to commercial success. After this report, I think the answer is clear. Below, I break down the highlights from the latest earnings, why I believe this is a critical inflection point, and what it means for the long-term thesis. Palantir 🔑 1. Revenue, Profit, and Free Cash Flow Surged Past Expectations Palantir delivered $1.06","text":"Yesterday, one company I've been closely monitoring finally delivered the kind of earnings I've been waiting to see - $Palantir Technologies Inc.(PLTR)$ . As someone who has followed Palantir not just for its government contracts but for its long-term AI ambitions, Q2 2025 felt like a turning point. Many questioned whether Palantir could monetize AI at scale or transition from defense to commercial success. After this report, I think the answer is clear. Below, I break down the highlights from the latest earnings, why I believe this is a critical inflection point, and what it means for the long-term thesis. Palantir 🔑 1. Revenue, Profit, and Free Cash Flow Surged Past Expectations Palantir delivered $1.06","images":[{"img":"https://community-static.tradeup.com/news/759c306dd309632d257d5843db9b5863","width":"1031","height":"453"},{"img":"https://community-static.tradeup.com/news/2676743f49e695057fa83850a15b33d9","width":"1012","height":"1112"},{"img":"https://community-static.tradeup.com/news/a8eabfac4c3561564d51adc8691f780e","width":"833","height":"484"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464394633540192","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464515816148992,"gmtCreate":1754432237970,"gmtModify":1754445448809,"author":{"id":"4217513134211602","authorId":"4217513134211602","name":"Alfriano","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217513134211602","idStr":"4217513134211602"},"themes":[],"htmlText":"Artikel yang bagus, apakah Anda ingin membagikannya?","listText":"Artikel yang bagus, apakah Anda ingin membagikannya?","text":"Artikel yang bagus, apakah Anda ingin membagikannya?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464515816148992","repostId":"464407027511304","repostType":1,"repost":{"id":464407027511304,"gmtCreate":1754399577066,"gmtModify":1754434802480,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Figma Finally Freefall! Options Launch: How to Determine Buy-the-Dip Price?","htmlText":"<a href=\"https://ttm.financial/S/FIG\">$Figma(FIG)$</a> plunged 27% and closed at $88.6. Its options just launched this week, with the lowest available strike price at $70.At what price would you consider selling puts?After yesterday’s 27% drop, Figma is now trading at a P/S ratio of 52.61. If you sell a put at $70, you're essentially betting on a valuation where the P/S drops to around 41—still lofty。To put things into perspective:Figma’s revenue is only ~4.8% of <a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a>, yet its market cap has reached ~30% of Adobe’s.Figma’s P/S of 52.6 is 6.27x higher than Adobe’s (P/S = 8.39).A $70 share price implies a $34.1B valuation, and a P/S of 41.6.Looking to bottom-fish? You might need to wait until below $50, when P/S drops below 30.💡 Did you kn","listText":"<a href=\"https://ttm.financial/S/FIG\">$Figma(FIG)$</a> plunged 27% and closed at $88.6. Its options just launched this week, with the lowest available strike price at $70.At what price would you consider selling puts?After yesterday’s 27% drop, Figma is now trading at a P/S ratio of 52.61. If you sell a put at $70, you're essentially betting on a valuation where the P/S drops to around 41—still lofty。To put things into perspective:Figma’s revenue is only ~4.8% of <a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a>, yet its market cap has reached ~30% of Adobe’s.Figma’s P/S of 52.6 is 6.27x higher than Adobe’s (P/S = 8.39).A $70 share price implies a $34.1B valuation, and a P/S of 41.6.Looking to bottom-fish? You might need to wait until below $50, when P/S drops below 30.💡 Did you kn","text":"$Figma(FIG)$ plunged 27% and closed at $88.6. Its options just launched this week, with the lowest available strike price at $70.At what price would you consider selling puts?After yesterday’s 27% drop, Figma is now trading at a P/S ratio of 52.61. If you sell a put at $70, you're essentially betting on a valuation where the P/S drops to around 41—still lofty。To put things into perspective:Figma’s revenue is only ~4.8% of $Adobe(ADBE)$, yet its market cap has reached ~30% of Adobe’s.Figma’s P/S of 52.6 is 6.27x higher than Adobe’s (P/S = 8.39).A $70 share price implies a $34.1B valuation, and a P/S of 41.6.Looking to bottom-fish? You might need to wait until below $50, when P/S drops below 30.💡 Did you kn","images":[{"img":"https://community-static.tradeup.com/news/88f3e44440b18a9b165a4264a502ae07"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464407027511304","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464515372855360,"gmtCreate":1754432231704,"gmtModify":1754445448248,"author":{"id":"4217513134211602","authorId":"4217513134211602","name":"Alfriano","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217513134211602","idStr":"4217513134211602"},"themes":[],"htmlText":"Artikel yang bagus, apakah Anda ingin membagikannya?","listText":"Artikel yang bagus, apakah Anda ingin membagikannya?","text":"Artikel yang bagus, apakah Anda ingin membagikannya?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464515372855360","repostId":"464420604612704","repostType":1,"repost":{"id":464420604612704,"gmtCreate":1754402980567,"gmtModify":1754403607714,"author":{"id":"10000000000011059","authorId":"10000000000011059","name":"OguzO Capitalist","avatar":"https://community-static.tradeup.com/news/27d9a0b39634961f1b2fc3417b5abd53","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011059","idStr":"10000000000011059"},"themes":[],"title":"Here is Why NVO is an Asymmetric Opportunity？","htmlText":"1/ <a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$</a> was once a market darling, now everybody hates it.It dominates the global insulin and weight-loss drugs markets. Even if it delivers a high single-digit annualized growth in the next 5 years, the stock will double.Here is why NVO is an asymmetric opportunity: 🧵2/ NVO was nearly trading at 3x of today's valuation in January.What changed?Nothing more than the sentiment.Let me explain:Image3/ NVO still dominates the global diabetes market.It currently controls over 34% of the global diabetes treatment market, up from 30% in 2021.Even if the growth in the weight-loss segment stops, this segment is large enough to support high-single-digit long-term growth.Image4/ What about the competition from","listText":"1/ <a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$</a> was once a market darling, now everybody hates it.It dominates the global insulin and weight-loss drugs markets. Even if it delivers a high single-digit annualized growth in the next 5 years, the stock will double.Here is why NVO is an asymmetric opportunity: 🧵2/ NVO was nearly trading at 3x of today's valuation in January.What changed?Nothing more than the sentiment.Let me explain:Image3/ NVO still dominates the global diabetes market.It currently controls over 34% of the global diabetes treatment market, up from 30% in 2021.Even if the growth in the weight-loss segment stops, this segment is large enough to support high-single-digit long-term growth.Image4/ What about the competition from","text":"1/ $Novo-Nordisk A/S(NVO)$ was once a market darling, now everybody hates it.It dominates the global insulin and weight-loss drugs markets. Even if it delivers a high single-digit annualized growth in the next 5 years, the stock will double.Here is why NVO is an asymmetric opportunity: 🧵2/ NVO was nearly trading at 3x of today's valuation in January.What changed?Nothing more than the sentiment.Let me explain:Image3/ NVO still dominates the global diabetes market.It currently controls over 34% of the global diabetes treatment market, up from 30% in 2021.Even if the growth in the weight-loss segment stops, this segment is large enough to support high-single-digit long-term growth.Image4/ What about the competition from","images":[{"img":"https://community-static.tradeup.com/news/36aa9ad223e562de2b7a430c46567c82","width":"1200","height":"850"},{"img":"https://community-static.tradeup.com/news/81f799fee7c041e870dcc6f823b67145","width":"1259","height":"690"},{"img":"https://community-static.tradeup.com/news/3e2be1cfa29d7f46e1259889d7502844","width":"906","height":"536"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464420604612704","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464584366747736,"gmtCreate":1754432224208,"gmtModify":1754445447976,"author":{"id":"4217513134211602","authorId":"4217513134211602","name":"Alfriano","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217513134211602","idStr":"4217513134211602"},"themes":[],"htmlText":"Artikel yang bagus, apakah Anda ingin membagikannya?","listText":"Artikel yang bagus, apakah Anda ingin membagikannya?","text":"Artikel yang bagus, apakah Anda ingin membagikannya?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464584366747736","repostId":"464424979349512","repostType":1,"repost":{"id":464424979349512,"gmtCreate":1754403959839,"gmtModify":1754404000159,"author":{"id":"4102740637684170","authorId":"4102740637684170","name":"OptionsDelta","avatar":"https://static.tigerbbs.com/b5ab2017d32f95a165639de659b21cd1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740637684170","idStr":"4102740637684170"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> The options open interest is showing a pattern this week of preparing for an upside move in the short term but hedging for possible downside in the future.There's been very aggressive opening of 182.5–190 call positions expiring this week, which looks a bit like a short squeeze. This could be in anticipation of a surprise beat in AMD's earnings, potentially causing NVDA's stock price to soar. However, all of this is predicated on the stock price holding above 180.From the perspective of large trades, though, the market doesn't seem to believe that NVIDIA will be able to stay above 180 in the coming weeks.For example, there was a large sell call order for the August 22 expiry at 175 strike:","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> The options open interest is showing a pattern this week of preparing for an upside move in the short term but hedging for possible downside in the future.There's been very aggressive opening of 182.5–190 call positions expiring this week, which looks a bit like a short squeeze. This could be in anticipation of a surprise beat in AMD's earnings, potentially causing NVDA's stock price to soar. However, all of this is predicated on the stock price holding above 180.From the perspective of large trades, though, the market doesn't seem to believe that NVIDIA will be able to stay above 180 in the coming weeks.For example, there was a large sell call order for the August 22 expiry at 175 strike:","text":"$NVIDIA(NVDA)$ The options open interest is showing a pattern this week of preparing for an upside move in the short term but hedging for possible downside in the future.There's been very aggressive opening of 182.5–190 call positions expiring this week, which looks a bit like a short squeeze. This could be in anticipation of a surprise beat in AMD's earnings, potentially causing NVDA's stock price to soar. However, all of this is predicated on the stock price holding above 180.From the perspective of large trades, though, the market doesn't seem to believe that NVIDIA will be able to stay above 180 in the coming weeks.For example, there was a large sell call order for the August 22 expiry at 175 strike:","images":[{"img":"https://static.tigerbbs.com/881f7e3466c57d17c8e5beb4fc85ba0d","width":"1036","height":"928"},{"img":"https://static.tigerbbs.com/3b7154c7a042915b02420b5cdc56f1b6","width":"2472","height":"204"},{"img":"https://static.tigerbbs.com/7eea7c93f2b1283c578dffa3ec5cdadf","width":"2488","height":"156"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464424979349512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":464577382920744,"gmtCreate":1754432998960,"gmtModify":1754432999941,"author":{"id":"4217513134211602","authorId":"4217513134211602","name":"Alfriano","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217513134211602","idStr":"4217513134211602"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$&nbsp;</a>&nbsp;","text":"$Novo-Nordisk A/S(NVO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464577382920744","isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464517305508432,"gmtCreate":1754432708904,"gmtModify":1754432709843,"author":{"id":"4217513134211602","authorId":"4217513134211602","name":"Alfriano","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217513134211602","idStr":"4217513134211602"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$&nbsp;</a>&nbsp;","text":"$Novo-Nordisk A/S(NVO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464517305508432","isVote":1,"tweetType":1,"viewCount":1293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464517649387968,"gmtCreate":1754432700789,"gmtModify":1754432703530,"author":{"id":"4217513134211602","authorId":"4217513134211602","name":"Alfriano","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217513134211602","idStr":"4217513134211602"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$&nbsp;</a>&nbsp;","text":"$Novo-Nordisk A/S(NVO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464517649387968","isVote":1,"tweetType":1,"viewCount":1379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}