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Kushla

Kushla

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09-08 18:56

chatgbt has helped me alot to focus on what I want out my investments/shares. #14 is such an eye opener. Wish I was younger, but even so it's never too late

09-08 18:52

this is insightful

09-08 13:46

A

@pretiming:US Stock Market Rally Delayed the Correction, But the Risks Behind It Have Not Gone Away

09-08 13:46

A.

@MMMTWealth:Here are Some Higher Beta Stocks

09-08 13:46

A

@程俊Dream:Long-Term Yields Are Approaching a Tipping Point—Could Dollar Drop Another 10%？

09-07 16:58

Go Ronald

09-06

just learning, hope I can accrue once I read up some more

Go to Tiger App to see more news

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Wish I was younger, but even so it's never too late","listText":"chatgbt has helped me alot to focus on what I want out my investments/shares. #14 is such an eye opener. Wish I was younger, but even so it's never too late","text":"chatgbt has helped me alot to focus on what I want out my investments/shares. #14 is such an eye opener. Wish I was younger, but even so it's never too late","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605503087951968","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605502416053040,"gmtCreate":1788864724333,"gmtModify":1788864727195,"author":{"id":"4251697332802772","authorId":"4251697332802772","name":"Kushla","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4251697332802772","idStr":"4251697332802772"},"themes":[],"title":"","htmlText":"this is insightful","listText":"this is insightful","text":"this is insightful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605502416053040","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605427466387800,"gmtCreate":1788846408383,"gmtModify":1788846591556,"author":{"id":"4251697332802772","authorId":"4251697332802772","name":"Kushla","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4251697332802772","idStr":"4251697332802772"},"themes":[],"title":"","htmlText":"A&nbsp;","listText":"A&nbsp;","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605427466387800","repostId":"605393474404440","repostType":1,"repost":{"id":605393474404440,"gmtCreate":1788831838879,"gmtModify":1788832218066,"author":{"id":"4118987771438342","authorId":"4118987771438342","name":"pretiming","avatar":"https://community-static.tradeup.com/news/1f75b6bd0b761b1685abd21276b814cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118987771438342","idStr":"4118987771438342"},"themes":[],"title":"US Stock Market Rally Delayed the Correction, But the Risks Behind It Have Not Gone Away","htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> <a href=\"https://ttm.financial/S/DIA\">$SPDR Dow Jones Industrial Average ETF Trust(DIA)$</a> <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> The U.S. stock market closed August with a stronger-than-expected performance. Expectations of a potential breakthrough between the United States and Iran regarding the reopening of the Strait of Hormuz, combined with strong earnings from major technology companies, helped the market maintain a relatively solid","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> <a href=\"https://ttm.financial/S/DIA\">$SPDR Dow Jones Industrial Average ETF Trust(DIA)$</a> <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> The U.S. stock market closed August with a stronger-than-expected performance. Expectations of a potential breakthrough between the United States and Iran regarding the reopening of the Strait of Hormuz, combined with strong earnings from major technology companies, helped the market maintain a relatively solid","text":"$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $Dow Jones(.DJI)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ The U.S. stock market closed August with a stronger-than-expected performance. Expectations of a potential breakthrough between the United States and Iran regarding the reopening of the Strait of Hormuz, combined with strong earnings from major technology companies, helped the market maintain a relatively solid","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605393474404440","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605427243988424,"gmtCreate":1788846390783,"gmtModify":1788846588491,"author":{"id":"4251697332802772","authorId":"4251697332802772","name":"Kushla","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4251697332802772","idStr":"4251697332802772"},"themes":[],"title":"","htmlText":"A.","listText":"A.","text":"A.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605427243988424","repostId":"605126652317784","repostType":1,"repost":{"id":605126652317784,"gmtCreate":1788766696768,"gmtModify":1788767535886,"author":{"id":"4185342232206122","authorId":"4185342232206122","name":"MMMTWealth","avatar":"https://static.tigerbbs.com/2e24ae41763e3c94d1abf47fc759247b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185342232206122","idStr":"4185342232206122"},"themes":[],"title":"Here are Some Higher Beta Stocks","htmlText":"Some higher beta stocks that are at...or very close to being great r/r: 1. <a target=\"_blank\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a>: A top 10 position already for me. ARR is at $3B now and I'm modelling ~$70B for 2030. 2. <a target=\"_blank\" href=\"https://ttm.financial/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$</a>: I want a slightly lower price to add but forecasting ~$10 EPS in FY28 which is 70% CAGR from today which at 35x multiple (0.5x PEG) gives you a $350 stock. 3. <a target=\"_blank\" href=\"https://ttm.financial/S/BE\">$Bloom Energy Corp(BE)$</a>: Incredible business inflection with operating income +700% and revs +166%. <a target=\"_blank\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> has cancelled a combustion order to switch to","listText":"Some higher beta stocks that are at...or very close to being great r/r: 1. <a target=\"_blank\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a>: A top 10 position already for me. ARR is at $3B now and I'm modelling ~$70B for 2030. 2. <a target=\"_blank\" href=\"https://ttm.financial/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$</a>: I want a slightly lower price to add but forecasting ~$10 EPS in FY28 which is 70% CAGR from today which at 35x multiple (0.5x PEG) gives you a $350 stock. 3. <a target=\"_blank\" href=\"https://ttm.financial/S/BE\">$Bloom Energy Corp(BE)$</a>: Incredible business inflection with operating income +700% and revs +166%. <a target=\"_blank\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> has cancelled a combustion order to switch to","text":"Some higher beta stocks that are at...or very close to being great r/r: 1. $NEBIUS(NBIS)$: A top 10 position already for me. ARR is at $3B now and I'm modelling ~$70B for 2030. 2. $Credo Technology Group Holding Ltd(CRDO)$: I want a slightly lower price to add but forecasting ~$10 EPS in FY28 which is 70% CAGR from today which at 35x multiple (0.5x PEG) gives you a $350 stock. 3. $Bloom Energy Corp(BE)$: Incredible business inflection with operating income +700% and revs +166%. $NEBIUS(NBIS)$ has cancelled a combustion order to switch to","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605126652317784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605426904875184,"gmtCreate":1788846365546,"gmtModify":1788846585558,"author":{"id":"4251697332802772","authorId":"4251697332802772","name":"Kushla","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4251697332802772","idStr":"4251697332802772"},"themes":[],"title":"","htmlText":"A&nbsp;","listText":"A&nbsp;","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605426904875184","repostId":"605122676002976","repostType":1,"repost":{"id":605122676002976,"gmtCreate":1788765813482,"gmtModify":1788768981188,"author":{"id":"3534312667271286","authorId":"3534312667271286","name":"程俊Dream","avatar":"https://static.tigerbbs.com/a751a4f333aa358f9ddfe4404800ee2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534312667271286","idStr":"3534312667271286"},"themes":[],"title":"Long-Term Yields Are Approaching a Tipping Point—Could Dollar Drop Another  10%？","htmlText":"Recently, the broader market and most asset classes have remained locked in a relatively measured, range-bound tug-of-war. Inflation and rate-hike discussions have driven short-term volatility, but they have not triggered any meaningful change in the overall trend. Meanwhile, in a less closely watched corner of the market, the 10-year U.S. Treasury yield has gradually climbed back toward the highs of the previous tightening cycle. If bond prices lose further control from here, both the Federal Reserve and the market itself could face significant challenges. In theory, changes in U.S. interest rates drive fluctuations in Treasury prices and, in turn, movements in Treasury yields. In other words, policy rates should serve as the anchor. This year, however, long-dated Treasury yields have cle","listText":"Recently, the broader market and most asset classes have remained locked in a relatively measured, range-bound tug-of-war. Inflation and rate-hike discussions have driven short-term volatility, but they have not triggered any meaningful change in the overall trend. Meanwhile, in a less closely watched corner of the market, the 10-year U.S. Treasury yield has gradually climbed back toward the highs of the previous tightening cycle. If bond prices lose further control from here, both the Federal Reserve and the market itself could face significant challenges. In theory, changes in U.S. interest rates drive fluctuations in Treasury prices and, in turn, movements in Treasury yields. In other words, policy rates should serve as the anchor. This year, however, long-dated Treasury yields have cle","text":"Recently, the broader market and most asset classes have remained locked in a relatively measured, range-bound tug-of-war. Inflation and rate-hike discussions have driven short-term volatility, but they have not triggered any meaningful change in the overall trend. Meanwhile, in a less closely watched corner of the market, the 10-year U.S. Treasury yield has gradually climbed back toward the highs of the previous tightening cycle. If bond prices lose further control from here, both the Federal Reserve and the market itself could face significant challenges. In theory, changes in U.S. interest rates drive fluctuations in Treasury prices and, in turn, movements in Treasury yields. In other words, policy rates should serve as the anchor. This year, however, long-dated Treasury yields have cle","images":[{"img":"https://community-static.tradeup.com/news/5b9c0da16441a49c050245e8146a14af"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605122676002976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605120377139256,"gmtCreate":1788771525789,"gmtModify":1788772211963,"author":{"id":"4251697332802772","authorId":"4251697332802772","name":"Kushla","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4251697332802772","idStr":"4251697332802772"},"themes":[],"title":"","htmlText":"Go Ronald","listText":"Go Ronald","text":"Go Ronald","images":[{"img":"https://community-static.tradeup.com/news/21c1d2f3674c6d57ae5ef1dcb44c0c71","width":"840","height":"4062"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605120377139256","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":604752832549240,"gmtCreate":1788681780546,"gmtModify":1788694438393,"author":{"id":"4251697332802772","authorId":"4251697332802772","name":"Kushla","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4251697332802772","idStr":"4251697332802772"},"themes":[],"title":"","htmlText":"just learning, hope I can accrue once I read up some more","listText":"just learning, hope I can accrue once I read up some more","text":"just learning, hope I can accrue once I read up some more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/604752832549240","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":605120377139256,"gmtCreate":1788771525789,"gmtModify":1788772211963,"author":{"id":"4251697332802772","authorId":"4251697332802772","name":"Kushla","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251697332802772","authorIdStr":"4251697332802772"},"themes":[],"title":"","htmlText":"Go Ronald","listText":"Go Ronald","text":"Go Ronald","images":[{"img":"https://community-static.tradeup.com/news/21c1d2f3674c6d57ae5ef1dcb44c0c71","width":"840","height":"4062"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605120377139256","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":604752832549240,"gmtCreate":1788681780546,"gmtModify":1788694438393,"author":{"id":"4251697332802772","authorId":"4251697332802772","name":"Kushla","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251697332802772","authorIdStr":"4251697332802772"},"themes":[],"title":"","htmlText":"just learning, hope I can accrue once I read up some more","listText":"just learning, hope I can accrue once I read up some more","text":"just learning, hope I can accrue once I read up some more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/604752832549240","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605503087951968,"gmtCreate":1788864979165,"gmtModify":1788864982341,"author":{"id":"4251697332802772","authorId":"4251697332802772","name":"Kushla","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251697332802772","authorIdStr":"4251697332802772"},"themes":[],"title":"","htmlText":"chatgbt has helped me alot to focus on what I want out my investments/shares. #14 is such an eye opener. Wish I was younger, but even so it's never too late","listText":"chatgbt has helped me alot to focus on what I want out my investments/shares. #14 is such an eye opener. Wish I was younger, but even so it's never too late","text":"chatgbt has helped me alot to focus on what I want out my investments/shares. #14 is such an eye opener. Wish I was younger, but even so it's never too late","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605503087951968","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605502416053040,"gmtCreate":1788864724333,"gmtModify":1788864727195,"author":{"id":"4251697332802772","authorId":"4251697332802772","name":"Kushla","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251697332802772","authorIdStr":"4251697332802772"},"themes":[],"title":"","htmlText":"this is insightful","listText":"this is insightful","text":"this is insightful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605502416053040","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605427466387800,"gmtCreate":1788846408383,"gmtModify":1788846591556,"author":{"id":"4251697332802772","authorId":"4251697332802772","name":"Kushla","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251697332802772","authorIdStr":"4251697332802772"},"themes":[],"title":"","htmlText":"A&nbsp;","listText":"A&nbsp;","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605427466387800","repostId":"605393474404440","repostType":1,"repost":{"id":605393474404440,"gmtCreate":1788831838879,"gmtModify":1788832218066,"author":{"id":"4118987771438342","authorId":"4118987771438342","name":"pretiming","avatar":"https://community-static.tradeup.com/news/1f75b6bd0b761b1685abd21276b814cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118987771438342","authorIdStr":"4118987771438342"},"themes":[],"title":"US Stock Market Rally Delayed the Correction, But the Risks Behind It Have Not Gone Away","htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> <a href=\"https://ttm.financial/S/DIA\">$SPDR Dow Jones Industrial Average ETF Trust(DIA)$</a> <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> The U.S. stock market closed August with a stronger-than-expected performance. Expectations of a potential breakthrough between the United States and Iran regarding the reopening of the Strait of Hormuz, combined with strong earnings from major technology companies, helped the market maintain a relatively solid","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> <a href=\"https://ttm.financial/S/.DJI\">$Dow Jones(.DJI)$</a> <a href=\"https://ttm.financial/S/DIA\">$SPDR Dow Jones Industrial Average ETF Trust(DIA)$</a> <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> <a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> <a href=\"https://ttm.financial/S/IWM\">$iShares Russell 2000 ETF(IWM)$</a> The U.S. stock market closed August with a stronger-than-expected performance. Expectations of a potential breakthrough between the United States and Iran regarding the reopening of the Strait of Hormuz, combined with strong earnings from major technology companies, helped the market maintain a relatively solid","text":"$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $Dow Jones(.DJI)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ The U.S. stock market closed August with a stronger-than-expected performance. Expectations of a potential breakthrough between the United States and Iran regarding the reopening of the Strait of Hormuz, combined with strong earnings from major technology companies, helped the market maintain a relatively solid","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605393474404440","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605427243988424,"gmtCreate":1788846390783,"gmtModify":1788846588491,"author":{"id":"4251697332802772","authorId":"4251697332802772","name":"Kushla","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251697332802772","authorIdStr":"4251697332802772"},"themes":[],"title":"","htmlText":"A.","listText":"A.","text":"A.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605427243988424","repostId":"605126652317784","repostType":1,"repost":{"id":605126652317784,"gmtCreate":1788766696768,"gmtModify":1788767535886,"author":{"id":"4185342232206122","authorId":"4185342232206122","name":"MMMTWealth","avatar":"https://static.tigerbbs.com/2e24ae41763e3c94d1abf47fc759247b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185342232206122","authorIdStr":"4185342232206122"},"themes":[],"title":"Here are Some Higher Beta Stocks","htmlText":"Some higher beta stocks that are at...or very close to being great r/r: 1. <a target=\"_blank\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a>: A top 10 position already for me. ARR is at $3B now and I'm modelling ~$70B for 2030. 2. <a target=\"_blank\" href=\"https://ttm.financial/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$</a>: I want a slightly lower price to add but forecasting ~$10 EPS in FY28 which is 70% CAGR from today which at 35x multiple (0.5x PEG) gives you a $350 stock. 3. <a target=\"_blank\" href=\"https://ttm.financial/S/BE\">$Bloom Energy Corp(BE)$</a>: Incredible business inflection with operating income +700% and revs +166%. <a target=\"_blank\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> has cancelled a combustion order to switch to","listText":"Some higher beta stocks that are at...or very close to being great r/r: 1. <a target=\"_blank\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a>: A top 10 position already for me. ARR is at $3B now and I'm modelling ~$70B for 2030. 2. <a target=\"_blank\" href=\"https://ttm.financial/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$</a>: I want a slightly lower price to add but forecasting ~$10 EPS in FY28 which is 70% CAGR from today which at 35x multiple (0.5x PEG) gives you a $350 stock. 3. <a target=\"_blank\" href=\"https://ttm.financial/S/BE\">$Bloom Energy Corp(BE)$</a>: Incredible business inflection with operating income +700% and revs +166%. <a target=\"_blank\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> has cancelled a combustion order to switch to","text":"Some higher beta stocks that are at...or very close to being great r/r: 1. $NEBIUS(NBIS)$: A top 10 position already for me. ARR is at $3B now and I'm modelling ~$70B for 2030. 2. $Credo Technology Group Holding Ltd(CRDO)$: I want a slightly lower price to add but forecasting ~$10 EPS in FY28 which is 70% CAGR from today which at 35x multiple (0.5x PEG) gives you a $350 stock. 3. $Bloom Energy Corp(BE)$: Incredible business inflection with operating income +700% and revs +166%. $NEBIUS(NBIS)$ has cancelled a combustion order to switch to","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605126652317784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605426904875184,"gmtCreate":1788846365546,"gmtModify":1788846585558,"author":{"id":"4251697332802772","authorId":"4251697332802772","name":"Kushla","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251697332802772","authorIdStr":"4251697332802772"},"themes":[],"title":"","htmlText":"A&nbsp;","listText":"A&nbsp;","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605426904875184","repostId":"605122676002976","repostType":1,"repost":{"id":605122676002976,"gmtCreate":1788765813482,"gmtModify":1788768981188,"author":{"id":"3534312667271286","authorId":"3534312667271286","name":"程俊Dream","avatar":"https://static.tigerbbs.com/a751a4f333aa358f9ddfe4404800ee2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312667271286","authorIdStr":"3534312667271286"},"themes":[],"title":"Long-Term Yields Are Approaching a Tipping Point—Could Dollar Drop Another  10%？","htmlText":"Recently, the broader market and most asset classes have remained locked in a relatively measured, range-bound tug-of-war. Inflation and rate-hike discussions have driven short-term volatility, but they have not triggered any meaningful change in the overall trend. Meanwhile, in a less closely watched corner of the market, the 10-year U.S. Treasury yield has gradually climbed back toward the highs of the previous tightening cycle. If bond prices lose further control from here, both the Federal Reserve and the market itself could face significant challenges. In theory, changes in U.S. interest rates drive fluctuations in Treasury prices and, in turn, movements in Treasury yields. In other words, policy rates should serve as the anchor. This year, however, long-dated Treasury yields have cle","listText":"Recently, the broader market and most asset classes have remained locked in a relatively measured, range-bound tug-of-war. Inflation and rate-hike discussions have driven short-term volatility, but they have not triggered any meaningful change in the overall trend. Meanwhile, in a less closely watched corner of the market, the 10-year U.S. Treasury yield has gradually climbed back toward the highs of the previous tightening cycle. If bond prices lose further control from here, both the Federal Reserve and the market itself could face significant challenges. In theory, changes in U.S. interest rates drive fluctuations in Treasury prices and, in turn, movements in Treasury yields. In other words, policy rates should serve as the anchor. This year, however, long-dated Treasury yields have cle","text":"Recently, the broader market and most asset classes have remained locked in a relatively measured, range-bound tug-of-war. Inflation and rate-hike discussions have driven short-term volatility, but they have not triggered any meaningful change in the overall trend. Meanwhile, in a less closely watched corner of the market, the 10-year U.S. Treasury yield has gradually climbed back toward the highs of the previous tightening cycle. If bond prices lose further control from here, both the Federal Reserve and the market itself could face significant challenges. In theory, changes in U.S. interest rates drive fluctuations in Treasury prices and, in turn, movements in Treasury yields. In other words, policy rates should serve as the anchor. This year, however, long-dated Treasury yields have cle","images":[{"img":"https://community-static.tradeup.com/news/5b9c0da16441a49c050245e8146a14af"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605122676002976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}