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Kinnikt
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2025-07-20
$POP MART(09992)$ The market is right to sell - this is peak collectibles bubble, and Pop Mart is the poster child for what’s about to implode. Everyone’s focused on the 200%+ revenue growth, but I think we’re witnessing the top of an unsustainable mania: Collectible toys are the 2025 version of Beanie Babies. The entire blind box/mystery toy craze is driven by artificial scarcity and FOMO, not genuine collecting passion. Pop Mart’s business model is literally gambling disguised as retail - and regulatory crackdowns on loot box mechanics are coming to physical goods too. The China consumer story is broken. Pop Mart’s growth is happening precisely as Chinese youth unemployment hits record highs and disposable income shrinks. Spending ¥59-199 on ra
$POP MART(09992)$ The market is right to sell - this is peak collectibles bubble, and Pop Mart is the poster child for what’s about to implode. Eve...
TOPJimmyHua: Well, buying a plastic toy for ¥59-199, that’s too much.$POP MART(09992)$ I don’t see the economy or its business model as low moat. Can be replaced or beaten by any competitors. Once the “Heat” of this IP is cooling down, I don’t think POP Mart will sustain the revenue.
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1.39K
Selection
OptionsAura
·
2025-07-21

The U.S. stock earnings season begins, how to play leading hedging strategies?

The S&P 500 and Nasdaq Composite both hovered near all-time highs, and markets remained unchanged despite the escalation of tariffs and the intensification of monetary policy debates. Last week, the Nasdaq led gains by 1.6%, the S&P 500 climbed 0.7%, and the Dow Jones Industrial Average was basically flat.In the coming week, 112 S&P 500 constituent stocks will announce quarterly reports, and the market focus will be on technology giants such as Google and Tesla.At the same time, economic data will usher in indicators of manufacturing and service activity, and the Federal Reserve has entered a period of silence ahead of its July 29-30 policy meeting.In a speech in new york on Thursday, Federal Reserve Governor Waller explicitly called for an interest rate cut in July, saying tha
The U.S. stock earnings season begins, how to play leading hedging strategies?
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1.51K
General
WeChats
·
2025-07-18
🔥 Nvidia now worth $4.17T 🚀 — can it become the world’s first $10T stock? $NVDA has officially joined the megacap elite, leapfrogging $MSFT and $AAPL as the world’s most valuable company.  The question isn’t just “how high can it go?” — it’s whether we’re still early, or already in the euphoric phase of an AI supercycle. 🤔 With whispers of a $10 trillion milestone, investors are asking: Is Nvidia still the best 10x bet? Or has the next generational winner already moved in? 📊 Nvidia’s Meteoric Rise Let’s be clear: Nvidia’s run isn’t hype — it’s execution. The stock is up a staggering 1,596% in five years, driven by dominance in data centre GPUs, a near-monopoly in AI training chips, and relentless demand from hyperscalers. Its quarterly earnings keep shattering Wall Street estimates, w
🔥 Nvidia now worth $4.17T 🚀 — can it become the world’s first $10T stock? $NVDA has officially joined the megacap elite, leapfrogging $MSFT and $AA...
TOPHeartbeat12: Nvidia's dominance is impressive, but caution is wise. Have we entered the stage of too much hype?
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1.11K
General
Nlckname
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2025-07-18
$NIO Inc.(NIO)$  break out...test test abit. Cai Png with fish depends on you. No 4.88 no sell !!
$NIO Inc.(NIO)$ break out...test test abit. Cai Png with fish depends on you. No 4.88 no sell !!
TOPPorter Harry: Great! I missed a nice chance to buy in.
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5.33K
General
Strategium Holdings
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2025-07-18
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3.94K
General
Heretoread
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2025-07-18
$RGTI 20250718 13.0 CALL$ lost lots of money on my covered call position on rgti, gonna let the call be exercised and give 100 shares to whoever who bought the call , in the meantime , will use the money earned from the premium and the shares to go into a cash secured put at a higher price 
$RGTI 20250718 13.0 CALL$ lost lots of money on my covered call position on rgti, gonna let the call be exercised and give 100 shares to whoever wh...
TOPPorter Harry: Hope you can earn back soon from other stocks.
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