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2025-11-21
Zoom (ZM) Need To Provide A Clear Growth Catalyst To Bring Interest Back
$Zoom(ZM)$ is scheduled to report earnings on Monday, November 24, 2025 (post-market). Current Sentiment: Cautiously Neutral. The stock has effectively been "dead money" for months, drifting sideways. The market is waiting for proof that AI features can actually re-accelerate revenue growth rather than just retain customers. Consensus Estimates vs. Guidance Investors focus heavily on Non-GAAP numbers for Zoom. Be careful not to confuse the two, as headlines often mix them up. Note: Zoom has a strong history of beating conservative EPS guidance. A "beat" of $0.05–$0.10 is often already priced in. The stock will likely move based on revenue guidance for FY2027 or comments on AI monetization, not just a simple Q3 earnings beat. Summary: Q2 Fiscal 2026
TOPBirdieO: [龇牙]Solid analysis mate! Reckon their AI pricing strategy needs to be crystal clear to move the need
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2025-11-21
Powering Up My Portfolio: How a Decade with Sembcorp Turned Dividends into a Growth Engine
How Holding a Decade-Old SG Dividend Champion Like Sembcorp Shapes My Compounding Engine I’ve held $Sembcorp Ind(U96.SI)$ for ten years, and somewhere along the way, my steady dividend stock became a teenager who quietly excels at everything I didn’t expect. What began as a reliable dividend play in Singapore has evolved into a subtle yet powerful growth engine for my portfolio. Thanks to tax-free dividends, every dollar I’ve received over the years has been able to reinvest at full strength, quietly compounding while the market chased flashier headlines elsewhere. A decade of quiet compounding pushing outward with deliberate strength The Compounding I Didn’t Realise I’d Built Reinvesting dividends sounds dull until you do the maths. A $10,000 p
TOPSembcorp’s debt ($9.4b) is manageable with steady EBITDA!
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2025-11-21
Why Wall Street Thinks the Pullback is a Technical Shakeout — Not the Start of Something Bigger
$S&P 500(.SPX)$ The U.S. equity market has once again entered a familiar psychological cycle: a multi-session slide, a burst of anxiety about valuations, and the usual debate over whether the S&P 500’s latest dip is merely a pause — or the start of a more serious correction. This time, however, the tone from institutional desks is surprisingly consistent: the fundamental picture remains intact, corporate earnings continue to surprise to the upside, and liquidity conditions remain broadly supportive. In fact, Barclays just raised its 2025 year-end target to 7,400, signaling confidence that both earnings growth and multiple resilience can continue. J.P. Morgan’s trading desk is taking an even more tactical view, calling the recent decline a
TOPNvidia’s earnings will definitely boost SPX’s near-term rally for sure!
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2025-11-21
QBTS vs RGTI : The Earnings Showdown.
Both $D-Wave Quantum Inc.(QBTS)$ and $Rigetti Computing(RGTI)$ have handed in their latest quarterly earnings reports. Here is how they stacked up against each other. Q3 Earnings Comparisons. (1) QBTS. D-Wave Quantum (QBTS) Revenue: came in at $3.7 million vs analysts’ consensus of $2.4 million vs Q3 2024’s $1.9 million; that’s a +94.74% YoY gain. Slower revenue growth compared to RGTI. Loss per share (adjusted): was -$0.05 vs market consensus of -$0.70 vs Q3 2024’s -$0.12; that’s a +58.3% YoY improvement. Consolidated cash balance: was $836 million vs Q3 2024’s $29.3 million; that’s a +2700% YoY gain. Digging deeper revealed that public warrants redemption by 19 Nov 2025 accounted for the ‘sudden’ pop. Q
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2025-11-21
CoreWeave Mooned, Circle Crashed — But Sure, Your Dip Was ‘Perfect’ Still Calling It ‘Long-Term Conviction?
$CoreWeave, Inc.(CRWV)$ AI Strength vs. Crypto Fragility in a Volatile Market Week Nvidia’s latest earnings report did more than just reaffirm the company’s dominance in artificial intelligence — it sent shockwaves across the entire AI-infrastructure ecosystem. And once again, CoreWeave emerged as one of the biggest downstream winners. Shares in the privately held GPU supercloud provider jumped roughly 10% in after-hours trading, reacting instantly to Nvidia’s revenue beat and optimistic forward guidance. But while one corner of the tech megacycle surged, another buckled. Circle, still widely regarded as a speculation-driven crypto-concept stock with no consistent profitability, dropped back below $70 as Bitcoin fell to an intraday low near $67K.
TOPBack to $100 in no time. Bottom's in.
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2025-11-21
Based on the latest earnings, the probability leans slightly yes, but the move may not be explosive. NVIDIA delivered another strong beat with revenue and guidance above expectations, which usually supports a short-term rebound. Demand for AI hardware remains solid and the company’s dominance in data-centre GPUs is intact. However, the stock is already priced for perfection. High valuation, profit-taking behaviour, and recent institutional trimming mean any hint of slowing momentum could trigger a pullback. Market sentiment has also turned cautious, so even good results may not guarantee a sustained rally. In short: Rise – moderately likely, Fall – possible if sentiment stays weak, No major move – also plausible due to already high expectations.
TOPData center’s 93% YoY growth will fuel moderate upside!
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2025-11-21
I do think this recent pullback looks more like a technical shakeout than the start of a deeper correction. After such a massive rally, markets were clearly overstretched, and some consolidation was overdue. The selling we saw felt driven more by positioning, dealer hedging flows, and sentiment rather than any real deterioration in fundamentals. So I agree with the view that this was largely a technical reset. From my perspective, the underlying drivers for equities—AI spending, strong corporate earnings, resilient U.S. consumer demand, and the absence of any major macro shocks—haven't meaningfully changed. Because of that, I'm not reading this dip as a sign of structural weakness. Instead, it looks like the market simply needed to cool down after running too hot for too long. These kinds
TOPThey can have their rate cut. However 20-30 year US bonds still trade at 4.75%. Rate cuts don't really affect that and it won't cause people to get a mortgage under 6%.
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2025-11-21
📊🔥🌍 Daily Market Recap 20Nov25 ET 🇺🇸 21Nov25 NZ
$S&P 500(.SPX)$ $NVIDIA(NVDA)$ $Alphabet(GOOG)$ 📈 Market Pulse I’m watching a market that delivered one of the sharpest intraday reversals since the 8Apr tariff panic. Nvidia’s Q3 beat set off a genuine morning breadth thrust with Nasdaq up 2.6%, SPX up 1.9% and the Dow up 1.6%, yet every bit of that surge evaporated within two hours. The Dow closed at 45752.26 for minus 0.84%. SPX finished at 6538.76 for minus 1.56%. The Nasdaq Composite ended at 22078.04 for minus 2.15%. Liquidity pockets thinned quickly and every rally attempt was sold. Breadth deterioration was decisive. NYSE down volume reached 1174.41m versus only 283.90m up volume. Nasdaq down volume h
TOPGreat recap BC! I’m aligned with your interpretation that this was elevated tension rather than a cleansing move. The multi leg $Cboe Volatility Index(VIX)$ call flow you listed looked too orderly for capitulation. I’ve seen real panic in $AMZN options before and this was nothing like that. The structure today supports your view that markets are still in the de risk stage, not the capitulation stage.
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2025-11-21
$Tesla Motors(TSLA)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$ $T-REX 2X INVERSE TESLA DAILY TARGET ETF(TSLZ)$ 🚀📉📊 TSLA Enters Structural Compression at the Gap-Fill with Momentum Decoupling from Price Action 📊📉🚀 TSLA filled most of the 430 gap, then rotated straight back into the prior gap-fill zone where liquidity compresses and volatility clustering tends to build. That band has acted as a structural level through multiple cycles, and today’s rejection confirms it remains a key decision point for directional flow. The internal read is more important than the candles. Diamond Momentum continues to hold a bullish divergence even as price weakens. That momentum-
TOP$Tesla Motors(TSLA)$ 🐂📈 I’m focused on the internal read you mentioned because divergence without momentum loss normally signals seller fatigue. TSLA’s behaviour around this gap-fill looks like a classic high energy hinge. I’m comparing it with META’s last liquidity shelf since both showed the same compression then rotated sharply.
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2025-11-21
Watch Nio (NIO) "Supercycle" For Deliveries Not Only For Launch Spikes!
As we approach $NIO Inc.(NIO)$ Fiscal Q3 2025 earnings release, scheduled for Tuesday, November 25, 2025 (Before Market), the setup is defined by a "volume vs. margin" narrative. Nio is currently in a pivotal transition phase. The company has successfully moved from a single premium brand to a multi-brand conglomerate (Nio, Onvo, Firefly). While top-line delivery numbers are hitting record highs (breaking 40k units in October 2025), the market's anxiety has shifted from "demand" to "profitability." Can Nio maintain healthy margins while selling cheaper Onvo and Firefly models? Consensus vs. Whispers Consensus Revenue Estimate: ~RMB 22.3 Billion ($3.1B). Consensus EPS: -RMB 1.70 (-$0.24). Implied Move: Options pricing suggests a ±8–10% swing post-ea
TOPThink about this with 160k deliveries for Q4 the profit on sales is going to be $600,000,000+ Not bad remember William LI said it will be sudden and Massive and I say violent for Brenda when she has her shorts around her calves.
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2025-11-21
Nvidia Q3: Growth Slowdown, Waning AI Hype
Chipmaker Nvidia Corporation ($NVIDIA(NVDA)$) shows – once again – solid results for the third quarter (Q3) of its Fiscal Year (FY) 2026 in its release after markets closed on the 19th of November, leading to the customary uptick in the post-trading session and the pre-trading session the next day estimated to be mostly from Asian and European investors. American investors – on the other hand – likely wouldn't gloam on to the stock with the same enthusiasm, despite the trends in key line items. Trend Analysis Relative to the trends seen during Q2, there have been a few subtle shifts in product category trends: "Compute and Networking" has pulled back from 92% to that seen in FY 2025 while its operating income share remains largely unch
TOPPeople can provide all kinds of emotions for buying or selling or spout all kinds of numbers. BOTTOM LINE: NVDA has a 20+% upside over next 6 months. Buy a little each month for 4 months or go big. NVDA is sold out for next 12 months of production
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2025-11-21
🤖📈🔥 Webull’s Q3 Fintech Detonator, Seismic 55% Revenue Surge, 300% EPS Smash, and a $10 GEX Magnet Poised for Breakout 🔥📈🤖
$Webull Corp(BULL)$ $Robinhood(HOOD)$ $Interactive Brokers(IBKR)$ 🎯 Executive Summary I’m calling this with the conviction of someone who has survived Black Monday, the dotcom collapse, the 2008 liquidity implosion, the vol extinction of 2017, and the 2022 derivatives crunch. Webull Corporation’s Q3 print is not a routine beat. It is a structural rerating catalyst. Revenue hit $156.9M, up 55.2% year on year and above the $132M consensus. Adjusted EPS was $0.08 versus $0.02 expected, a 300% blowout. Net income flipped positive to $21.7M from a $33.5M loss. Customer assets surged to a record $21.2B, up 84% year on year, powered by $2.1B in net deposits this q
TOPThe section about prediction markets and Vega AI really stood out because AI tooling is becoming the key differentiator across fintech. Your post made that clear with the way you linked AI insight generation to higher funded account engagement. The $1M plus net call premium and that $123K sweep were great context. It reminded me of flows I watched in $SQ during its expansion cycles. I liked the clarity around the $8.70 trigger.
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2025-11-20
$Taiwan Semiconductor Manufacturing(TSM)$ Made a decent gain on TSM this round – holding tight! Amid the AI boom, whether it's NVIDIA's GPUs or Google's TPUs, TSM is the real powerhouse behind them all, with no real rival in advanced process tech. By the way, that recent Contra688 promo was seriously tempting – too bad I missed it completely, or I'd have loaded up even more on TSM! Bullish on what's ahead. Staying put.
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2025-11-20
$Novo-Nordisk A/S(NVO)$ Solid gains on NVO! Their new product pipeline keeps delivering - this weight loss leader isn't slowing down. Bullish long-term! Kicking myself for missing Contra688 though, those vouchers would've been perfect for adding more shares. Next time for sure!
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2025-11-20
$Alphabet(GOOGL)$ Just made a sweet gain on Google! With $350B in revenue and killer profit growth, it's truly in a league of its own. Plus, scored that sweet SGD 688 cash boost from the contra688 promo – free money feels good! Bullish on GOOGL going higher!
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2025-11-20
$NuScale Power(SMR)$ 's small modular reactor play paying off! US clean energy initiatives creating solid tailwinds. Holding for more upside~ Perfectly timed with the Contra688 offer - those Cash Boost vouchers made entry even better. Smart trading with free credits!
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2025-11-20
$NVIDIA(NVDA)$ 's earnings are on fire! Revenue and profits smashed records, with even stronger guidance – AI demand shows no signs of slowing. Cloud providers and model makers are still hoarding computing power. With its CUDA ecosystem and hardware dominance, NVIDIA's position as the essential "arms dealer" in this AI race is rock-solid. Took some profits, but staying long! Shoutout to recent Contra 688 offer – snagged SGD 688 in Cash Boost vouchers as a new user. Sweet deal!
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2025-11-20
$CoreWeave, Inc.(CRWV)$ Took some profit from CRWV on this compute wave! Topped up my position with free vouchers from the Contra688 promo – what a sweet deal! As a pure-play AI Hyperscaler, it's no longer just a cloud player, but the engine room of the AI revolution. By 2025, its leadership is solid – at this market cap, the story’s just getting started!
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2025-11-20
$Oklo Inc.(OKLO)$ Just pocketed some decent gains from OKLO, feels great! Also managed to join the recent 688 event—gotta love those "free" vouchers! The company just announced a new deal with Siemens Energy to procure power conversion systems, clearly speeding up their commercialization. Holding tight, bigger things are ahead!