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10-10 20:38
Five Fastest Growing Stocks
A picture is worth 1,000 words. So, today, I’m replacing a lot of words with pictures. Over time, owning growth stocks that can compound year after year gives us a great chance to beat the market. So, what are the fastest-growing stocks in the Asymmetric Portfolio? #1: $SoFi Technologies Inc.(SOFI)$ ( ▲ 1.22% ) #2: $Robinhood(HOOD)$ ( ▲ 1.88% ) #3 $Zeta Global Holdings Corp.(ZETA)$ ( ▲ 0.18% ) #4 $Duolingo, Inc.(DUOL)$ ( ▼ 0.86% ) #5 $Hims & Hers Health Inc.(HIMS)$ ( ▲ 10.19% ) Over time, growth will drive stock performance, but over the past year, that hasn’t been the case
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10-10 17:22
Mitigating Market Volatility: Strategic Asset Allocation via Gold & Clean Energy Infrastructure
Macroeconomic policy shifts, heightened geopolitical tensions, and persistent sticky inflation continue to induce severe cross-asset volatility. Standard balanced multi-asset portfolios have experienced increased asset-class co-movement, leaving investors vulnerable to broader systemic corrections. In this article, we would like to discuss how investors can do defensive positioning by pairing monetary-hedging real assets with structural clean energy transition. This might help to offer an effective countermeasure. 1. The Volatility Regime & Defensive Real Assets Global capital markets are operating within a structurally altered paradigm characterized by lingering inflationary pressures, elevated sovereign debt burdens, and geopolitical realignment. Equity-bond correlations have periodi
TOPzookie: The gold plus clean energy defense makes sense, but CEG still feels underpriced for the AI power demand angle. The data center load story probably matters more than most people are pricing in
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10-10 11:40
$AMZN VERTICAL 261030 PUT 245.0/PUT 240.0$ 1️⃣ Why am I making this trade now? Bull put spread 30th Oct expiry with strike $245/240. Catching the upside momentum. The older BPS for 23rd expiry was closed on Fri and assessed the setup is still viable so opened another trade 1 week later to 30th Oct. Since the price had moved up by at least $10 between the 2 trades, I've adjusted up the stroked by a $5 higher to short put at $245 and long put 1 strike lower. Stock still a distance away from short term high so it the Q4 positive momentum market can carry the trade, then this can be profitable. 2️⃣ What’s my plan from here? take profit at around 70-90% max premium. Take
AMZN Vertical
10-10 00:04
US245.0/240.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Open | -1.13 12 | -- Holding |
TOPThat 5 dollar roll-up makes sense. I care more about IVR here though — 242.5 would give the long leg a bit more breathing room
1.94K
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10-10 14:14
The stock I search for the most recently is $SpaceX(SPCX)$ ! 🚀 I am excited about its long-term potential in space exploration, Starlink satellite internet, telecommunications, and AI infrastructure. Its growing role in global connectivity makes SpaceX even more interesting to me. I already own SpaceX shares and am sitting on a paper gain. Recently, I have been watching its chart closely as it seems to be forming a higher low, potentially signaling a stronger uptrend. I am looking for a suitable entry point to add more shares without chasing the price. My next move? HOLD and ADD MORE on pullbacks! 🌌 I believe in SpaceX’s long-term vision, but patience and discipline remain key. I would rather build my position gradually and let the company’s gro
TOPThat higher low read feels shaky to me — it has mostly been chopping between 120 and 130, and Starlink profit hopes already look priced pretty full.
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10-10 15:12
🌟🌟🌟The stock I searched the most is $Alphabet(GOOGL)$ because every time the stock hits a new high, I can't help but smile since I am a shareholder of this amazing company. Google rules the modern world with a unshakeable monopoly in the global search engine. Google is also a hyperscaler with its own custom built TPUs, designed to scale the Gemini ecosystem. Then there is Google Cloud, growing into a massive juggernaut. It gives me a big dopamine hit every time I searched $Alphabet(GOOGL)$ - a great company that controls both the highway of today's information and the rocket fuel for tomorrow's AI. The legendary Peter Lynch famously said: "Buy what you know". I know Google as I use it eve
TOPCloud growing 20%+ for four straight quarters is the part people still underrate. Search prints cash, but Cloud plus TPU scale is where the multiple gets room to expand
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10-10 14:19
$ServiceNow(NOW)$ Why I Have Been DCA into ServiceNow for Three Months and Am Still Buying? I started accumulating ServiceNow(NOW) around three months ago, and I am still continuing my dollar-cost averaging (DCA) strategy today. My decision is based on my belief in the long-term potential of enterprise software and AI-driven workflow automation. Rather than trying to find the perfect entry point, I prefer to build my position gradually and give myself time to accumulate shares at different price levels. One of the main reasons I am bullish on ServiceNow is its strong position in enterprise workflow automation. Large companies rely on its platform to streamline IT services, manage operations, and improve productivity. As businesses increasingly
TOPValuation is where I get stuck here. If growth cools even a little, this multiple can compress way faster than the AI workflow story expands
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10-10 16:45
Robinhood Adds $25 Million in Bitcoin: A New Phase for Financial Platforms?
$Robinhood(HOOD)$ has reportedly added $25 million in Bitcoin (BTC) to its corporate balance sheet, marking its first disclosed corporate Bitcoin purchase. The move comes as the financial-services platform expands its blockchain infrastructure, tokenized stocks and crypto trading products. The purchase is small relative to Robinhood's size, but it raises a bigger question: Are financial platforms moving beyond facilitating crypto trades to becoming direct participants in the digital-asset ecosystem? 📌 Key Takeaways $25 million in BTC: Robinhood's first publicly disclosed corporate Bitcoin allocation, according to a senior executive. ~$100 billion market cap: The purchase is small relative to the company's overall valuation. Broader
TOPI think Robinhood’s reported $25 million Bitcoin purchase is more of a strategic signal than a major investment decision. The amount is relatively small, but it shows that Robinhood wants to strengthen its connection with the crypto ecosystem beyond simply facilitating trades. What interests me more is its expansion into blockchain infrastructure, tokenized stocks, and crypto derivatives. I believe these initiatives could create new revenue streams and strengthen customer engagement over the long term. However, adoption and profitability will matter much more than headlines or the size of its Bitcoin holdings. Personally, I would keep $Robinhood(HOOD)$ on my watchlist and monitor its business growth before making any investment decision. I am more interested in whether its digital-asset strategy can deliver sustainable earnings than in short-term Bitcoin price movements. For me, long-term business fundamentals always matter more than hype! @TigerStars @Tiger_comments @TigerClub
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10-10 16:29
💻 Goldman Sachs Turns Bullish on Palantir: Is Customized AI the Next Big Investment Opportunity?
$Goldman Sachs(GS)$ has upgraded $Palantir Technologies Inc.(PLTR)$ from Neutral to Buy, setting a reported $230 price target as it sees further growth potential in the company's AI business. The upgrade, attributed to Goldman analyst Gabriela Borges, highlights two potential growth drivers: sovereign AI and customized enterprise applications. But this isn't just another AI stock upgrade. It raises a bigger question for investors: As the AI boom expands beyond chips and data centers, which companies will capture the value of putting AI to work? 🚀 1. Beyond AI Chips: Where Could the Next Wave of Value Come From? So far, much of the AI investment story has centered on the infra
TOPI am not surprised by Goldman Sachs upgrading $Palantir Technologies Inc.(PLTR)$ to Buy with a reported $230 price target. I believe Palantir is well positioned to benefit as businesses increasingly integrate AI into real-world operations through its AIP platform. I already own PLTR and remain bullish on its long-term potential. Its ability to turn complex data into actionable insights gives it an edge in enterprise AI. However, I remain mindful of its premium valuation and the risks of high market expectations. My strategy is to HOLD patiently and look for opportunities to accumulate more shares during meaningful pullbacks. I believe in Palantir’s growth story, but discipline and valuation awareness remain essential. Conviction is important, but I will not chase blindly! @TigerEvents @TigerStars @Tiger_comments @TigerClub @Capital_Insights
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10-10 16:29
TSMC's September Sales Surge 55%: Is the AI Chip Boom Built to Last?
$Taiwan Semiconductor Manufacturing(TSM)$ reported a 54.6% year-over-year jump in September revenue, adding to evidence of strong demand across the semiconductor industry. Its third-quarter revenue also beat analysts' expectations, giving the AI chip trade another positive signal. But can this momentum continue as investors demand more than impressive sales growth? 📊 TSMC Revenue at a Glance Metric Result September revenue NT$511.86B September YoY growth 0.546 September MoM growth -0.60% Q3 revenue NT$1.494T Q3 YoY growth ~50% Q3 analyst consensus NT$1.46T Sources: TSMC's September revenue report; Reuters, October 8, 2026. $Taiwan Semiconductor Manufacturing(TSM)$'s third-qua
TOPB for me — 55.62% net margin matters more than the 55% sales pop. Q3 already cleared the high end of guidance, so this still looks like real demand, not just AI hype.
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10-10 15:38
$Palantir Technologies Inc.(PLTR)$ taking some profits off the table
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09-30
PCT: How To Invest Next 6 Months v1.0 : PCT = Pandas Coffee Talk. Because oil inflation will remain high. And bond yield going higher. Interest rate will remain high. So buy bank stocks like JPM DBS & OCBC.
TOPHigh rates help NIM, sure, but rising credit losses can wipe that out fast. CRE exposure and provisions matter more here.
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10-01
If rates stay higher for longer, I would focus on balance rather than chasing returns. With $10,000, my example allocation would be: 30% short-term Treasury/fixed income — keep some stable income and liquidity. 40% U.S. quality stocks — focus on companies with strong cash flow, low debt and consistent earnings. 15% dividend/financial stocks — companies with sustainable dividends could provide income, but banks still face credit and funding risks. 10% gold — a defensive asset if inflation or market uncertainty remains high. 5% cash — keep some money ready for major market pullbacks. The key is not trying to predict the exact rate-cut timing. Higher rates can pressure highly valued growth stocks and companies carrying heavy debt, while businesses with strong balance sheets may be more
TOPI’d lean even more toward cash flow here — 35% in short-duration income makes more sense to me than stretching for dividends when short Treasuries still pay better.
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10-04
Reflections on My Investment Framework Over the Years
Date: 4 Oct 2026 Today, I had a conversation with AI about my investment framework. My record-keeping used to be scattered across different Excel sheets with constantly changing formats that I was too lazy to organize. Today, I dumped all my records from 2023 to 2026 into AI at once. The Bottom Line First: My portfolio is up 3.76x to date. In June 2025, my investable asset scale officially crossed the $1M milestone. AI identified five distinct shifts in my investment style over time and asked me a thought-provoking question: "Do you believe that a big part of your wealth creation was simply riding a macro tailwind?" My answer was a clear "Yes." In my view, the vast majority of what I've earned comes from being in the right era. During this same period, my employment income grew 2.5x,
TOPThat capital loop matters most. For JEPQ, I care less about price swings than whether the monthly payout can keep feeding the next setup.
647
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10-07
$YZJ Maritime(8YZ.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $Teekay Tankers(TNK)$ Post has been written with the help of AI to paraphrase my thoughts and research # Maritime sector personal tak Oct 26 ## Shipping Disruption Creates Significant Upside, but Timing Risk Is Rising ### Investment view The current Middle East shipping disruption may still have room to drive further upside across the maritime sector. Longer voyages, vessel rerouting, ship-to-ship transfers, and constrained vessel availability are supporting higher ship-rental and charter rates. However, the opportunity is highly cyclical. The same disruption that benefits shipowners and m
TOPFleet age is the stickier part here. A lot of tanker tonnage is 15y+ now, so even if rates cool after the disruption, scrapping and slower effective supply can still cushion the downside
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09-30
Look, you'll know if you’ve been through a few market cycles, that when index gets this concentrated, when stock market gets this volatilethe world get dangerous. During this rare and temporary extreme in the markets, I'll share how you can safely compound your wealth in the next report set yourself up for passive, work-free retirement income. One that could pay down all your expenses and continue growing over time... Without taking huge risks. And if you want to take advantage of overlooked stock market opportunities, picking up blue-chip outperformers, low-risk high dividend dominators, and more Look into various good stock to choose from ,A flood of capital keeps pushing the biggest AI & tech stocks higher and higher. Today, conditions have changed - bond yields are rising, in
TOPHistorically when concentration gets this high, the next move is usually rotation, not a clean crash. Curious which lagging sectors you think catch the first real bid
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10-03
The Myth of "High" Rates: Why Structural Growth and Options Cash Flow Dominate a Normalized Macro Era 1. Introduction: The Anxiety of "Higher for Longer" Across financial media and retail trading forums, the phrase "higher for longer" is routinely treated as a harbinger of market stagnation. Investors who began their journey during the post-2008 bull run have spent years operating under a specific mental model: cheap debt, endless liquidity, and near-zero interest rates as the default background setting for asset appreciation. As central banks maintained elevated baseline interest rates to manage persistent structural inflation, a pervasive anxiety took hold. The dominant fear suggests that elevated cost of capital will permanently compress equity valuations, crush growth stocks, and force
TOPNormalized rates just expose who actually has pricing power. The names with real moats can still push margins while the fake growth stories get flushed out
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10-10 16:04
🎁 AI Stock Volatility: What Options Beginners Should Know
In a single trading session, some call options lost more than 90% of their value, while certain put contracts rose severalfold. On October 9, one Nvidia call contract fell 95.33%, while an IREN put contract gained 500%. Meanwhile, Palantir and Apple bucked the trend, with gains in selected call options. In a market like this, it is easy to focus on which contract delivered the biggest return. But for options beginners, the more useful questions are: Why do contracts perform so differently? And is getting the direction right enough to make a profit? AI Tech Stocks Under Pressure as Short-Dated Calls Tumble Reports that OpenAI’s annualized revenue fell short of earlier expectations prompted investors to reassess AI valuations. Developments in the Middle East and shifting interest-rate expect
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10-10 05:23
Chip Stocks Are Crashing While AI Demand Explodes — Is This a Buying Opportunity?
Chip stocks took a hit on Thursday, with Intel falling 5.34%, Broadcom dropping 4.35%, AMD losing 3.90% and NVIDIA declining 2.94%. Yet AMD CEO Lisa Su delivered a very different message in Taipei: AI chip demand continues to exceed supply, even as production expands into 2026. The problem isn’t simply whether customers want more chips. High-bandwidth memory (HBM), advanced packaging and wafer capacity remain constraints on how quickly the industry can deliver them. So why are chip stocks falling if demand is still so strong? There are two sides to this story. 🐂 The bull case If demand continues to exceed supply, chipmakers could maintain strong pricing and benefit from further investment in AI infrastructure. Production constraints may limit near-term deliveries, but they also highlight h
TOPFrom a valuation angle, AMD above 30x forward earnings still feels rich. Demand is real, but the next earnings print probably matters more than this dip.
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10-10 15:41
Big Options Bets: Why the Sudden Surge in Gold Bullish Bets?📈💰
Comparing the changes in open interest on October 8 with October 7, the market’s collective positioning was far from aggressive: put open interest in crude oil and the Nasdaq-100 expanded significantly faster than call open interest, suggesting that market participants were paying for downside protection. Gold, by contrast, continued to see calls dominate both open interest and trading volume. Increases in options open interest can reflect hedging, premium collection by option sellers, or spread strategies, making them more useful for assessing risk appetite and identifying key areas of positioning. WTI Crude Oil: Stronger Demand for Downside Protection, with a Cautious Near-Term Outlook The defensive positioning in crude oil options strengthened further on October 8. Put open interest ros
TOPGold still looks bullish medium term, but rate expectations can whip it around up here. The real tell is whether those 5000 calls keep building.
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10-10 10:43
The Next AI Winners May Not Make a Single Chip
Everyone knows NVIDIA. But what happens when the biggest challenge in AI is no longer just computing power, but finding enough electricity, cooling and infrastructure to keep everything running? That is where I think investors should start looking next. The AI boom is creating opportunities across several industries, and some of the most interesting companies operate behind the scenes. Here are 6 stocks worth watching beyond the usual chipmakers. ⚡ 1. Constellation Energy ($CEG) — The Power Producers AI data centres need reliable electricity around the clock. Constellation operates nuclear power plants that can provide consistent, low-carbon electricity. Its long-term power agreements highlight how technology companies are looking for dependable energy supplies. 🔌 2. GE Vernova ($GEV) — Th
TOPGrid infrastructure for me. The buildout lands unevenly by region, so backlog converts on very different timelines and that matters more than the AI headline right now.