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1.99K
General
Shyon
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2025-11-09
November kicked off with a wave of volatility, and it really took a bite out of my portfolio. Tech stocks, especially those that had been leading all year, suddenly faced heavy profit-taking. The Fed's mixed signals about the pace of rate cuts and renewed worries about U.S. fiscal deficits added even more uncertainty. It's been a reminder that even in a bull market, corrections can happen fast — and they test our patience as investors. That said, I'm not too discouraged. Volatility in November isn't unusual; in fact, it often serves as a healthy reset before a year-end rebound. Historically, when markets experience sharp swings in early Q4, December tends to deliver a relief rally once investors reposition and window-dressing begins. With liquidity conditions improving and inflation trendi
November kicked off with a wave of volatility, and it really took a bite out of my portfolio. Tech stocks, especially those that had been leading a...
TOPValerie Archibald: Nvidia asks TSMC to up wafer production 50% due to huge demand for Blackwell. Start planning for Nvidia at $400+
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WeChats
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2025-11-09
⚡Tesla’s Silent Warning: What Shareholders Really Told Elon Musk Everyone’s eyes were on Elon Musk’s $56 billion pay package vote. But beneath the headlines, there was another motion — smaller in spotlight, bigger in meaning: 🧩 Should Tesla be allowed to invest in Musk’s own AI startup, xAI? The result: Approved. But with a twist — Tesla’s General Counsel quietly admitted there were “an unusually large number of abstentions.” And that single line may say more about investor sentiment than the entire vote count. --- 🤖 The Grand Narrative: Building the Musk AI Empire Strategically, the logic sounds flawless. Musk insists, “Tesla is an AI company.” Integrating xAI’s Grok supermodel into Tesla’s vehicles and Optimus robots could create the ultimate synergy: Grok’s natural-language AI → makes F
⚡Tesla’s Silent Warning: What Shareholders Really Told Elon Musk Everyone’s eyes were on Elon Musk’s $56 billion pay package vote. But beneath the ...
TOPValerie Archibald: Tsla only sold 26k vehicles in china in october, down from 75k
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Shernice軒嬣 2000
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2025-11-09

Views on OpenAI and Its Impact on U.S. Stocks

OpenAI is undoubtedly the frontrunner of this AI revolution. From the moment ChatGPT burst onto the scene in 2022, it completely transformed the tech industry. Now, OpenAI’s role is evolving again—from a tech pioneer to the conductor of U.S. stock market movements.A single contract with Oracle sent its stock soaring 40% overnight. A partnership with AMD drove its shares up 60% in just two weeks. Even giants like NVIDIA, Microsoft, Amazon, and Google have seen wave after wave of gains thanks to their ties with OpenAI. Even non-tech players like Walmart, Shopify, Expedia—have seen their stocks take off after integrating ChatGPT.But don’t think OpenAI only lifts stocks—it can tank them too. The launch of Sora 2 triggered a 5% drop in $Meta Platforms
Views on OpenAI and Its Impact on U.S. Stocks
TOP1PC: Great Insight & Sharing 😁 @JC888 @Barcode @koolgal @Shyon @Aqa @DiAngel
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1.70K
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Tony Boon
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2025-11-09
Net interest income would be down naturally with interest rate moving downhill.  Ocbc has shown resilient indeed with the increase of non interest income. Bank's businesses are really diversified. Hence they are able to pay good dividend to shareholders. How many companies in SG can earn like OCBC every FY. That is in terms of at least 7 bil + net income.  Trust in the bank businesses indeed. Buy for the long term. Don't stop accumulating bank shares on a routine basis. Cheers. [Smile]  [Smile]  

Stock Track | OCBC Bank Soars 3.55% as Q3 Profit Beats Expectations Despite Margin Pressures

OCBC Bank's stock surged 3.55% in pre-market trading on Friday following the release of its third-quarter 2025 financial results, which exceeded market expectations. The Singapore-based lender...
Stock Track | OCBC Bank Soars 3.55% as Q3 Profit Beats Expectations Despite Margin Pressures
Net interest income would be down naturally with interest rate moving downhill. Ocbc has shown resilient indeed with the increase of non interest i...
TOPAthena Spenser: Diversification saves the day! OCBC’s non-interest income shines bright.
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1.68K
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Shernice軒嬣 2000
·
2025-11-09

🚨 Intel’s 18A Disaster: PC Chips Delayed, Prices Soar!

Intel’s 18A Delays Turn Intel 7 into Supply Bottleneck $Intel(INTC)$   Intel’s rollout of its 18A process technology is lagging behind expectations, forcing the company to continue relying on Intel 7—a node originally intended as a temporary solution. With 18A not yet in mass production, Intel depends on Intel 7 to support multiple product lines, creating unexpected pressure on the supply chain. Server CPUs Prioritized, Consumer Markets Feel the Pinch To maintain profitability, Intel is prioritizing high-margin server CPUs, leaving desktop and laptop markets facing tighter supplies and even price increases. Popular processors, including the 13th and 14th Gen Core series, as well as Xeon 6 and 5th Gen Xeon Scalab
🚨 Intel’s 18A Disaster: PC Chips Delayed, Prices Soar!
TOPEnid Bertha: If the general market neutral from now to yr end, INTC should cross 50 due to too many good news to be released … a comeback INTC should be worth a lot more than it is now.
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General
Trend_Radar
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2025-11-10

Uptrend Preserved — BAC Eyes $54–$55 Zone

$Bank of America(BAC)$ $53.20 (−0.17%): Near 52-wk high retest—uptrend intact above 20/50-EMA; watch $54 breakout ($52–55 range)Market RecapBank of America closed at $53.20, slipping 0.17%, but sits just ~1.5% below its $54.00 52-week high after a persistent multi-month climb. Drivers today: (1) positioning ahead of the Jan 14, 2026 earnings date; (2) steadier rates at the long end easing NIM fears; (3) money-center banks benefiting from credit quality holding up. Price action remains constructive with shallow pullbacks.Technicals & 1-week view: BAC holds above EMA-20 $52.37 and EMA-50 $51.16, preserving its rising channel. MACD(12,26,9): 0.69 vs 0.64 with a +0.05 histogram—momentum positive but modest; RSI(14) ~58 sits bullish-neutral. Base c
Uptrend Preserved — BAC Eyes $54–$55 Zone
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295
General
Trend_Radar
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2025-11-10

CSCO: Consolidating Below $72.5 Before Earnings

$Cisco(CSCO)$ $71.07 (+0.04%): Post-high pullback; hold 20-EMA to keep uptrend intact—watch $72.5 for a re-attack on $74–75Market RecapCisco Systems closed $71.07, about 5.0% below its 52-week high ($74.84), trading $70.54–71.58 on ~16.9M shares (vs ~19.2M avg). Drivers today: (1) pre-earnings positioning into Nov 12 with investors gauging backlog conversion and AI/secure networking demand; (2) rotation within megacap tech after recent highs; (3) defensives bid supporting large-cap infrastructure names while Treasury yields eased.Indicators & 1-week outlookTechnicals: price sits above the 50-EMA $69.79 and just below the 20-EMA $71.15, reflecting a gentle pullback after a breakout. MACD (12,26,9) shows MACD 0.865 < signal 0.974 with a small
CSCO: Consolidating Below $72.5 Before Earnings
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632
General
Trend_Radar
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2025-11-10

Pre-Earnings Pause: SONY Trades Below EMA Zone

$Sony(SONY)$ $27.71 (−2.05%): Pre-earnings drift under EMA zone — neutral bias with $27–29 consolidation corridorMarket RecapSony Group Corporation (SONY) closed at $27.71, down 2.05%, on light volume of ~2.97M shares versus the ~3.9M average. The ADR remains 8.5% below its 52-week high ($30.29) but still up 30.6% YTD. The mild selloff reflects global risk-off sentiment and position trimming ahead of the Nov 11 earnings call, as investors assess PlayStation sales, image-sensor demand, and FX headwinds from a strong USD/JPY. Despite a healthy balance sheet, consumer-electronics margins have narrowed slightly, dampening short-term enthusiasm.Indicators & 1-week outlookTechnically, SONY sits in a flat consolidation range between the 20-day EMA ($
Pre-Earnings Pause: SONY Trades Below EMA Zone
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740
General
Trend_Radar
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2025-11-10

CoreWeave Slides Below Key Averages Ahead of Earnings

$CoreWeave, Inc.(CRWV)$ $104.01 (-2.73%): 20/50-EMA breakdown pre-earnings; bearish tone—watch $100–115Market RecapCoreWeave closed $104.01, ~44% below its 52-wk high ($187.00), trading $100.02–105.35 on ~25M shares (below ~29M avg). Drivers: (1) Pre-earnings positioning (Nov 10 on your shot); (2) rotation out of AI-infrastructure momentum after a multi-month run; (3) weak risk appetite into macro/sector headlines. Price is well under EMA20 $124.36 / EMA50 $124.07, confirming a short-term trend break.Indicators & 1-week outlookMACD lines remain below zero with a tentative uptick (-3.72 vs -4.14); RSI(14) 33.9 nears oversold; SAR sits above price, keeping downside pressure. 1-week view: bias sideways-to-down unless $112 is reclaimed quickly; ho
CoreWeave Slides Below Key Averages Ahead of Earnings
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538
General
Trend_Radar
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2025-11-10

NVIDIA Pauses Below $192 Ahead of Earnings

$NVIDIA(NVDA)$ $188.15 (+0.04%) — Post-rally digestion under 20-EMA; bulls need $192 reclaim to confirm rebound (support $185 / $175)Market RecapNVIDIA settled at $188.15 (+0.04%), trading between $178.91–$188.32 on moderate volume (~265 M shares). The stock remains ≈ 11% below its 52-week high of $212.19. Key drivers: (1) sector-wide cooling in AI-hardware names after October’s parabolic run; (2) position trimming ahead of the Nov 19 earnings release; (3) rotation from megacap tech to defensives following a sharp Treasury rebound.Indicators & 1-week outlookMACD (12,26,9) flat-to-bearish (histo ≈ –0.76) with lines at 3.38 / 4.14 → momentum loss after September’s rally. RSI (14) ≈ 47.9 sits neutral, tilted down; volume shows profit-taking but n
NVIDIA Pauses Below $192 Ahead of Earnings
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1.08K
General
koolgal
·
2025-11-06

Gridlock & Grit: Investing Through America's Longest Shutdown

🌟🌟🌟As America endures its longest government shutdown in history, investors face a test of grit, clarity and emotional discipline.  The data has gone dark.  Federal contracts are frozen.  SNAP benefits have vanished. SNAP is the acronym for Supplemental Nutrition Assistance Program which is the US government's primary food aid, helping over 42 million Americans afford groceries each month. Yet the market whispers - adapt, do not flinch. This isn't just a fiscal standoff.  It is a stress test for conviction.  In the absence of official data, we turn to fundamentals and to companies that thrive despite the chaos.  Sector Breakdown : Which Sectors Are Affected? Defense and Government Contractors :  The impact of the shutdown is contract delays, payment freez
Gridlock & Grit: Investing Through America's Longest Shutdown
TOPAgathaHume: Your perspective is refreshing and reminds us all to focus on fundamentals, even in chaos.
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General
KYHBKO
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2025-11-09

(Part 3 of 5) - Market Outlook of S&P500 (10Nov25)

Market Outlook of S&P500 (10Nov25) Momentum and Trend Indicators MACD (Moving Average Convergence Divergence): The MACD is on a downtrend, which signals a bearish outlook. EMA (Exponential Moving Averages) Convergence: The EMA lines are converging. This suggests that the current uptrend may be losing steam and indicates a potential change in the existing trend. Moving Averages (MA) and Support Overall Trend (MA 50 & 200): Both the 50-day and 200-day Moving Average lines remain on an uptrend. This sustains a bullish outlook across both the short and long term. Key Short-Term Support: The $\text{MA 50}$ line is identified as a key short-term support level. Monitoring Focus: It is necessary to monitor the candlestic
(Part 3 of 5) - Market Outlook of S&P500 (10Nov25)
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925
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KYHBKO
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2025-11-09

(Part 5 of 5) - my investing muse (10Nov25)

My Investing Muse (10Nov25) Layoffs, Bankruptcy & Closure news CNBC: “Announced corporate job cuts surging past 1 million so far this year, with 153,000 new layoffs just in October, according to Challenger. That is the worst October since 2003.” The FAA officially began cutting 700 flights PER DAY across 40 airports. Airports are now facing a shortage of 3,500 air traffic controllers, with 4+ MILLION passengers impacted. - X user The Kobeissi Letter Co-pilot is part of the transition. Transition to more automation (replacing humans) is one of the goals. What’s going to be the story now, CEOs? From mid-2022 to now, the Bay Area has shed 80,000 tech jobs while supposedly being at the centre of the AI revolution. San Francisco alone dropped 39,600 positions in two years, an 11% collapse.
(Part 5 of 5) - my investing muse (10Nov25)
TOPvibzee: Wow, what an insightful analysis! [Wow]
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742
General
Optionspuppy
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2025-11-10

🐶 Options Puppy Trading Journal — A Choppy but Hopeful Week 💼

@Wrtd @TigerEvents @TigerClub @TigerStars @Daily_Discussion @TigerClub @MillionaireTiger  ⸻ 🎯 My Trade Overview This week has been a roller coaster for me — especially with my Palantir (PLTR) sell puts, which were down by a few thousand dollars. Despite the turbulence, I managed to stay composed and make a few decisive trades. I executed a PLTR call spread on November 6, 2025: • Buy: US 20251114 200.0
🐶 Options Puppy Trading Journal — A Choppy but Hopeful Week 💼
TOPValerie Archibald: A Blowout qtr, Government going back to work, PLTR over $250!!!
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2.15K
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nerdbull1669
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2025-11-10

Can NBIS Earnings Turn Things Around Or Continue Dragging Down?

$NEBIUS(NBIS)$ earnings are scheduled to be released on Tuesday, November 11, 2025, before market open. Nebius Group (NBIS) Q3 2025 Earnings Analysis Nebius Group's primary driver is its AI-native cloud platform and its role in the booming AI infrastructure market. The company has recently garnered significant investor attention due to its high growth rates and major contract wins. Analyst Expectations (Consensus) Based on analyst forecasts, the consensus for the fiscal Q3 2025 (ending September 2025) is: The company is currently focused on aggressive expansion and capital expenditure, which is why an EPS loss is expected, despite rapid revenue growth. Nebius Group (NBIS) Fiscal Q2 2025 Earnings Summary The Nebius Group (NBIS) fiscal Q2 2025 (ende
Can NBIS Earnings Turn Things Around Or Continue Dragging Down?
TOPRon Anne: Microsoft’s $19.4B deal execution will justify NBIS’s valuation!
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3.03K
General
Tigerong
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2025-11-10
I did a rough tabulation (not perfectly apples-to-apples—some foreign stocks, some recent buys and trims) but good enough for an estimate. Below is the table of the stock returns in Berkshire’s portfolio: Buffett famously avoids tech. He sticks to what he understands—consumer brands like Coca-Cola, American Express, and Kraft Heinz. And as we’ve discussed in a previous post, non-AI stocks have had a rough year, so it’s no surprise Berkshire’s portfolio underperformed the tech-dominated S&P 500. I doubt it’s because Buffett is predicting a crash. He’s never cared about timing markets. He’s repeatedly said he doesn’t invest based on forecasts. One possible reason: succession planning. Buffett may be clearing the slate for Greg Abel and the investment managers to build their own portfolio
I did a rough tabulation (not perfectly apples-to-apples—some foreign stocks, some recent buys and trims) but good enough for an estimate. Below is...
TOPReg Ford: Berkshire lags as Nvidia soars,missed the AI gold rush!
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790
General
Shyon
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2025-11-10
I've been watching the markets like a hawk last week, and last Friday's wild swing on the Nasdaq had me holding my breath. It opened down a brutal 2%, which felt like the shutdown drama was finally sinking its teeth into investor sentiment. But then, out of nowhere, the mood flipped—word started circulating about a possible deal to end the government shutdown, and suddenly everything turned on a dime. I couldn't believe how fast the selling pressure evaporated. The details that leaked out were classic Washington compromise: Schumer floating a short-term funding bill to reopen the government, with Democrats reluctantly agreeing to it if Republicans separately extend the Affordable Care Act tax credits for another year. It's not perfect, and honestly neither side is thrilled, but it's enough
I've been watching the markets like a hawk last week, and last Friday's wild swing on the Nasdaq had me holding my breath. It opened down a brutal ...
TOPJoannaDarwin: It's great to see your optimism amidst the market chaos
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1.46K
General
Star in the Sky
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2025-11-10
$SingPost(S08.SI)$   SingPost’s net profit for the first half of its financial year fell by 17.1% y-o-y to S$18.4 million (US$14.1 million), said the company on Monday (Nov 10).  Sigpost three key business segments: logistics and letters, post office network, and property assets.  Two of the three segments saw revenue fall in the first half of the financial year.  The logistics and letters segment: -33.1 % y-y Operating -S$4.4 million compared to a profit of S$13.7 million SingPost’s post office network: - 13.9% y-y Operating - S$5.8 million, an improvement from a loss of S$6.7 million  Property assets segment :+3.4% the $40.6m y-y Operating profit was S$23.9 million, a slight decrease from
$SingPost(S08.SI)$ SingPost’s net profit for the first half of its financial year fell by 17.1% y-o-y to S$18.4 million (US$14.1 million), said the...
TOPReg Ford: Property up 3.4%! Post office loss narrows,glimmers of recovery?
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JC888
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2025-11-10

BRK.B - Warren Buffett's Letters on Investing +++

As the world anticipates Mr Warren Buffett’s possibly last letter to shareholders to drop on Mon, 10 Nov 2025, it is timely to take a look at why his letters is one of the “must-read” for any investors - institution or retail. Why ? Because he shares his knowledge, philosophy, and warm wit, through his annual letters to shareholders of $Berkshire Hathaway(BRK.B)$ — his multi-industry holding company. These aren’t just letters, they are masterclasses in investing & business, punctuated with Buffett’s humour & humanity. They encapsulate wisdom & strategies that transcend the boundaries of Berkshire and provide insights that can shape one’s investing journey. Reading & understanding these letters is about: Distilling the wisdom of on
BRK.B - Warren Buffett's Letters on Investing +++
TOPJC888: Hi, tks for reading my post. I make time & effort to research, read and compose this post to share. In the same spirit, pls help to share by Reposting so more will know ok. Thanks.
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2.45K
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nerdbull1669
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2025-11-10

Navigating Volatility into 2026: Continue To Hedge and Fuel Opportunities

We have less than two months before we say goodbye to 2025, as investors have saw how market volatility have caused fears as well as greed, so how many more chances or opportunities lies ahead for investors? As we are entering the final stretch of 2025, a year marked by alternating waves of AI-driven euphoria and macro-driven fear, especially as inflation, rate expectations, and earnings growth have oscillated. In this article I would like to share a structured, forward-looking analysis on how investors can think about the final leg of 2025 and prepare intelligently for 2026 — balancing risk, opportunity, and timing. Where We Stand: Late-2025 Market Context Macro snapshot (as of November 2025): Interest rates: The Fed’s rate cuts earlier this year began to work through the system, but the
Navigating Volatility into 2026: Continue To Hedge and Fuel Opportunities
TOPPhyllis Strachey: Isn’t trimming AI megacaps missing their earnings durability?
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