1.31K
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2025-11-19
IQ: Sequential Stabilization Amid Domestic Pressure, Overseas Growth Expands
$iQiyi Inc.(IQ)$ (HOLD) reported 3Q25 results showing modest sequential stabilization but continued YoY pressure. Total revenue reached RMB 6.68bn, down 8% YoY (vs. -11% last quarter), partly due to the end of a cooperation arrangement (~RMB 300m impact), yet up 1% QoQ. Non-GAAP operating loss was RMB 22m, compared with a profit of RMB 59m last quarter. The Tiger Research team notes that early regulatory adjustments have provided some benefit, but structural impacts on domestic industry growth are expected to materialize gradually.Membership RevenueMembership revenue rose 3% QoQ to RMB 4.21bn, supported by strong summer content such as The Thriving Land, Knockout 2, and serialized IP titles. However, YoY membership revenue still declined 4%, reflect
TOPfizzloo: Overseas micro-drama growth looks promising but still too small to matter[吃瓜]
1.62K
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2025-11-19
PDD: Mild Revenue Re-acceleration, Ecosystem Spending Caps Visibility
$PDD Holdings Inc(PDD)$ (HOLD) reported 3Q25 results showing a modest re-acceleration in revenue growth alongside stable profitability. The Tiger Research team notes that management reaffirmed its commitment to long-term ecosystem investments and cautioned that quarterly performance will remain volatile. Total revenue grew 9% YoY to RMB 108.3bn, an improvement from 7% YoY in 2Q25, but still below the high-growth levels seen in prior years. Management highlighted that intensified competition, greater merchant support, and external uncertainties are weighing on monetization, and refrained from providing quantitative guidance.Segment PerformanceRevenue from online marketing services and others increased 8% YoY to RMB 53.3bn, while transaction services
TOPEarnings swing but cash stays strong. Volatility's the game now[吃瓜]
1.85K
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2025-11-19
BIDU: AI Momentum Drives Revenue Shift, Robotaxi Scaling Reinforces Long-Term Value
$Baidu(BIDU)$ (BUY) reported 3Q25 results broadly in line when excluding a one-time impairment, with strong traction across AI Cloud, AI applications, and AI-native marketing services. Legacy online marketing remained soft, but AI-powered businesses delivered >50% YoY revenue growth (~RMB 10bn), increasingly anchoring the company’s long-term revenue quality. The Tiger Research team notes that management expects margins to improve going forward, as AI infrastructure utilization rises and more AI-native products scale.Revenue and Core OperationsTotal revenue declined 7% YoY to RMB 31.2bn, reflecting Baidu’s deliberate shift of Search and its mobile ecosystem toward AI-native formats. This strategic transformation currently weighs on legacy market
TOPAI growth trajectory solid[看涨]Robotaxi scaling looks mint for 2026[强]
886
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2025-11-17
When I see Bridgewater cutting 65% of its Nvidia $NVIDIA Corp(NVDA)$
12.83K
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2025-11-19
Liquidity Crunch, Extreme Fear Hits? Buy the Dip and Add Now or Wait?
The market is falling, and investor sentiment has once again plunged into extreme panic.Yet retail buying the dip has reached an all-time high, signaling a “risk-on” mode. This year, every market drop seems to have been supported by retail investors stepping in to buy.However, US equities have never been more expensive. Not even in the periods leading up to the 1930s Great Depression or the 2000 Dot-Com Bubble were US stocks this pricey.Liquidity crisis might not have reached its most dangerous point.Recently, big tech companies have been issuing debt frequently.$Oracle(ORCL)$ , $Alphabet(GOOG)$ , $Meta Platforms, Inc.(META)$ , and
TOPRight now, the market feels like a classic liquidity-driven sell-off: fear is everywhere, but retail keeps buying the dips. Valuations are very stretched, and big tech issuing record debt for Capex highlights underlying stress. The USD/JPY basis swap moving more negative signals dollar funding pressure, which hasn’t been good for U.S. equities historically. The Fed ending QT in December could ease some pressure, but I’m not expecting a straight recovery. Selective bottom-fishing makes more sense than buying broadly. Some high-quality companies seem close to or at their bottoms, while others, like Xiaomi under HKD 40, show that even strong names can fall further. I’m staying patient and building a watchlist, preferring to enter after volatility stabilizes rather than chasing early. Curious how others are positioning—buying the dip now, or waiting for the next leg down? @TigerStars @Tiger_comments
746
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2025-11-19
$ZIJIN GOLD INTL(02259)$ Gold is volatile, but Zijin's safe-haven role holds strong! It rebounded fastest after the dip – already pocketed some gains. Perfectly timed with the Contra 688 offer; that free cash boost is a sweet deal! Every pullback is a chance. Holding tight for the next rally… patience is key.
747
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2025-11-19
$ZIJIN MINING(02899)$ is going all in on lithium! With its new battery-grade lithium carbonate plant capable of futures delivery, the setup is solid. Rode the contra688 promo to some easy gains – slick deal! Bullish and holding for the long run.
993
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2025-11-19
$MP Materials Corp.(MP)$ Just joined the Contra 688 promo — what a sweet deal! Sitting on some gains with MP and firmly bullish. The CEO turned this company from near-bankrupt to industry leader. Its moat is deep; now it's just a matter of time before profits follow.
1.04K
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2025-11-19
$Strive(ASST)$ Solid little win with ASST! As a bitcoin reserve company, it's been an interesting hold. Gonna keep riding for now~ Can't believe I missed the Contra688 train - everyone's flexing their voucher hauls in the chat, totally feeling the FOMO!
1.69K
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2025-11-19
$BigBear.ai Holdings(BBAI)$ on fire! Took some profit and still bullish. Perfectly timed with the contra688 offer—grabbed SGD688 in vouchers after my first trade. This stock's got plenty of room to run!
2.57K
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2025-11-19
$Strategy(MSTR)$ play worked out! Caught the Bitcoin ETF wave for solid gains, holding for now. So glad I joined the Contra688 offer - those Cash Boost vouchers made scaling so much sweeter!
311
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2025-11-19
$iQiyi Inc.(IQ)$ 's recent hits scored us some gains! Proving that quality content = solid returns. Top-tier storytelling maximizes IP value and hooks users wide. Now expanding offline, globally, with AI powering creation. Kicking myself for missing Contra688's free boost! Still bullish for what's next.
1.09K
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2025-11-19
$Quantum Computing Inc.(QUBT)$ Made some nice gains on QUBT! Strong momentum here - ready to take off when the market stabilizes. Their new product roadshow exceeded expectations, future looks bright. Perfect timing to use my Contra688 vouchers for more shares - gotta maximize this free boost!
1.08K
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2025-11-19
$Canaan Inc.(CAN)$ 's Q3 earnings are fire! Revenue hit $150.5M (up 104% YoY), with self-mining soaring 241%. Just bagged some sweet gains and caught the #contra688 promo for extra cash boost—free vouchers never felt so good! Bullish on this crypto mining innovator. Holding tight!
1.23K
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2025-11-17
𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐀𝐮𝐫𝐚 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐒𝐮𝐦𝐦𝐢
🚀 𝐄𝐥𝐞𝐯𝐚𝐭𝐞𝐝 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲: 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐀𝐮𝐫𝐚 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐒𝐮𝐦𝐦𝐢𝐭 2025 As a private wealth advisor, I am thrilled to share how the insights gained at the exclusive Aura Group Private Wealth Investor Summit 2025 have significantly enhanced my strategic framework for serving my clients. The content reaffirmed critical principles for navigating modern, multi-generational wealth, allowing me to provide an even higher level of strategic value. 该图片无替代文字 💡 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐏𝐢𝐥𝐥𝐚𝐫 1: 𝐑𝐞𝐝𝐞𝐟𝐢𝐧𝐢𝐧𝐠 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 The core takeaway: True wealth management is the proactive pursuit of risk management. My understanding has been deepened on shifting the advisory relationship from a product-focus to an objective approach, centered on strategic asset allocation and holistic advice. This approach co
TOPSpot on insights![强]Sharpe ratio 3.85 says it all[看涨]
2.27K
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2025-11-19
Risk Sentiment Has Collapsed: Long Gold, Short Silver May Be the Best Trade for Now
The rebound in the crypto market the weekend before last ultimately proved to be nothing more than a flash in the pan. As both Bitcoin and Ethereum have gone on to set new recent lows, the overall rhythm of the market has started to clearly signal the arrival of a new bear market in cryptocurrencies. Meanwhile, last week’s sharp pullback in silver after making a midweek high continued the sequential logic of the “three-horse carriage”: after the bull trap in precious metals, U.S. equities have become the only fortress that has not yet been breached by the bears. With a large batch of economic data due this week, plus important individual earnings reports, will this be the final straw that breaks the camel’s back?Among the three drivers of crypto, precious metals, and U.S. equities, the cl
TOPShort silver's the move if gold holds support[看跌]
9.58K
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2025-11-19
$Meta Platforms, Inc.(META)$
TOPHang in there mate, META's got solid fundamentals. Recovery's just a matter of time! 💪[强]
1.33K
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2025-11-19
$XIAOMI-W(01810)$
TOPHaha, do you think it will rebound?
604
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2025-11-19
$NamCheong(1MZ.SI)$ take some profit
1.09K
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2025-11-18
NVDA, TSLA Falls. Is Tech Sell Off Back ?
In my Mon, 17 Nov 2025 post (click here ! to read & repost) I have shared about Softbank and Michael Burry selling semiconductor wining stock - $NVIDIA(NVDA)$. Even before Monday trading commences, NVDA’s future price was slated to fall once again after Fri, 14 Nov 2025’s +1.77% recovery. This comes as more 13F filings (to SEC) for Q3 2025 begins to filter in. Thiel & Nvidia. Legendary venture capitalist - Peter Thiel’s 13F filed has just revealed that he has exited his entire stake in NVDA by end Q3 2025. This news will definitely be the wet blanket for days to come. Thiel Macro hedge funds had
TOPNice Sharing 😁 Anticipating NVDA Recovery 🙏 After earnings released 🙏& Tesla it's at a discount too [Chuckle] @Barcode @koolgal @Aqa @Shyon @Shernice軒嬣 2000 @DiAngel