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jethro
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2025-12-01
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Investorpw
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2025-12-01
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LesterTan
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2025-12-01
$Veeva(VEEV)$  this is the sass for life  sciences, temporarily Down probably due to  rotational play to AI. Huge economic moat due to regulatory Barriers. At least tp 300-320.
$Veeva(VEEV)$ this is the sass for life sciences, temporarily Down probably due to rotational play to AI. Huge economic moat due to regulatory Barr...
TOPMortimer Arthur: CEO is performing but not selling. He doesn’t have the total pkg to be runnng this company. He needs to be replaced.
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MaxWin
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2025-12-01
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jat
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2025-12-01
$Frasers Cpt Tr(J69U.SI)$ still waiting for REITS to go rocket up...  rocket or not, at least it's finally in the positive! I'm grateful for all the little gains
$Frasers Cpt Tr(J69U.SI)$ still waiting for REITS to go rocket up... rocket or not, at least it's finally in the positive! I'm grateful for all the...
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Tiger_Earnings
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2025-12-01

🎁Weekly Higher EPS Estimates: CRM, RY, TD, BMO, BNS & More

😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q3 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from December 1 to December 5.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly List of Stocks with
🎁Weekly Higher EPS Estimates: CRM, RY, TD, BMO, BNS & More
TOPMHh: Bullish on Salesforce as many businesses depend on it for their customer service solutions. Believe it is a Lindy effect stock. @DiAngel @SR050321 @Success88 @Fenger1188 @HelenJanet @Universe宇宙 @LuckyPiggie @Wayneqq @SPOT_ON @Kaixiang come join
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Tiger_Earnings
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2025-12-01

🎁Capturing Top 10 Ex_dividend: ITIC, NLOP, GS, LMT, NOC...

1. Which High Ex-dividend Stock (on 1 December ~ 5 December) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $ITIC$ and $NLOP$ showing below are about to give decent dividends into "your pocket".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just prior to an ex-dividend date and sell shortly thereafter.3. YTD25 of the Above 10 Stocks are as Below:Tra
🎁Capturing Top 10 Ex_dividend: ITIC, NLOP, GS, LMT, NOC...
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MaverickWealthBuilder
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2025-11-28

Big-Tech Weekly | TPU vs GPU: Architecture Showdown for AI Supremacy

Big-Tech’s PerformanceMacro Headlines This Week:Core inflation re-accelerated but with nuanceUS October core PCE rose 2.8% y/y – still above the Fed’s 2% target – yet the month-on-month pace eased. Services inflation, driven partly by surging portfolio-management fees tied to earlier equity gains, was the key driver.Fed policy path remains the biggest wildcardThe US economy shows resilience alongside hidden cracks. Markets are increasingly focused on the $6.7 tn of Treasuries maturing in 2025–2026 (≈25% of the outstanding marketable debt). Combined with potential expansionary fiscal policy under a second Trump administration, deficit concerns are rising. CICC estimates suggest meaningful deficit reduction will be difficult in a “Trump 2.0” scenario. Any shift in Treasury issuance mix could
Big-Tech Weekly | TPU vs GPU: Architecture Showdown for AI Supremacy
TOPMR_Wu: [强]TANMAMG still crushing SPY long-term. Cloud/AI runway keeps expanding, stay overweight.
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Daily_Discussion
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2025-12-01

🚨Major catalysts this week — Share your game plan!

Hey Tigers! 🐅Markets are heating up — and we want to know what you think.💡 Got a hot take? A risky bet? A winning play?Share your ideas below and climb the leaderboard!Let’s break it down. These stories drove the markets.More NewsTiger Community TOP10 Tickers🎯 S&P500 Most Active Today 👉@TigerObserverWeekly Five Key Areas: Earnings, Macro, Singapore Stocks, Options, FuturesCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!U.S. stocks ended the holiday-shortened week higher, supported by dovish Fed remarks and soft economic data that strengthened expectations for a December rate cut. Small-caps led ga
🚨Major catalysts this week — Share your game plan!
TOPMrzorro: U.S. memory chipmaker $Micron Technology(MU)$ plans to invest 1.5 trillion yen ($9.6 billion) to build a high-bandwidth memory (HBM) plant in Hiroshima, Japan, according to a Nikkei report (Saturday). The facility, set to start construction in May 2026 and begin shipments by 2028, will focus on next-generation HBM chips critical for AI and data centers. Micron’s move diversifies production away from Taiwan and targets competition with SK Hynix, the global HBM leader.
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Kenny_Loh
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2025-11-28

𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐑𝐄𝐈𝐓𝐬 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐔𝐩𝐝𝐚𝐭𝐞 (Nov 2025)

📈 Technically, Singapore REITs sector (FTSE ST REIT Index) is currently facing a tough resistance at 730 and forming a head and shoulder chart pattern with neckline support between 695-700. 🔥 Total Market Cap = S$98.2B (⬇️from S$101.1B Billion) 🎯 Average Price/NAV = 0.83 (⬇️ from 0.85) 🎯 Average Distribution Yield = 5.58% (⬆️ from 5.51%) 🎯 Market Cap Weighted Average Distribution Yield = 5.32% (⬆️ from 5.19%) 🎯 Average Gearing Ratio = 39.99% (⬆️ from 39.89%) 💹 Average Yield Spread (vs 10 years SG Gov yield) = 3.77% (⬇️ from 3.91%) 𝗕𝘂𝗹𝗹 / 𝗕𝗲𝗮𝗿 𝗖𝗮𝗹𝗹 𝗳𝗼𝗿 𝗦-𝗥𝗘𝗜𝗧 𝗦𝗲𝗰𝘁𝗼𝗿 (𝗜𝗻 𝗚𝗲𝗻𝗲𝗿𝗮𝗹): 🐮Valuation (17% discount to Market Fair Value) 🐮🐻Technical Momentum uncertain 🐮Interest Rate Direction (IF there is 25 bps cut in Dec 2025) 🐻US 10 Year Risk Free Rate @4.07% which has strong inversed correlation to
𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐑𝐄𝐈𝐓𝐬 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐔𝐩𝐝𝐚𝐭𝐞 (Nov 2025)
TOPglimmzy: Head & Shoulder pattern forming, cautious on S-REITs. Yield spread dip worrying lah [666]
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xc__
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2025-11-29

CME's Black Friday Blackout Chaos: Cooling Crisis Crashes Global Futures – Recovery Rally or Hidden Havoc Ahead? 💥🏦⚠️

$CME Group Inc(CME)$ Global markets just endured a heart-stopping freeze – CME Group's futures empire ground to a screeching halt on November 28, 2025, during the shortened Black Friday session, all thanks to a scorching cooling failure at a CyrusOne data center in Chicago. For nearly 10 hours, trading vanished across stock indices like Dow, S&P 500, and Nasdaq-100 futures, commodities including gold and crude oil, currencies on the EBS FX platform, and even interest rates – leaving traders worldwide flying blind without real-time prices or executions. The outage, triggered by overheating hardware, exposed the razor-thin vulnerabilities in the world's largest derivatives hub, where billions in daily volumes hinge on flawless infrastructure. As
CME's Black Friday Blackout Chaos: Cooling Crisis Crashes Global Futures – Recovery Rally or Hidden Havoc Ahead? 💥🏦⚠️
TOPHaroldAnderson: [吃瓜]Cooling meltdown but future rebound strong la! Stack calls on CME dip buy chance[666]
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Mrzorro
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2025-11-29
Options Market Statistics: Intel Soars Over 10% on Apple Chip Partnership Buzz $Intel(INTC)$   entered the top actives as a new entrant with a bullish put/call ratio of 0.33 and an IV rank of 31.31%, reflecting strong upside conviction as volume hit 0.88 million contracts against 6.35 million in open interest. Shares jumped more than 10% on Friday after analyst Ming-Chi Kuo reported that Apple has entered a confidentiality agreement with Intel, paving the way for potential production of Apple's entry-level M-series processors by Intel as soon as 2027, boosting sentiment around the chipmaker's foundry ambitions.   $NVIDIA(NVDA)$  </
Options Market Statistics: Intel Soars Over 10% on Apple Chip Partnership Buzz $Intel(INTC)$ entered the top actives as a new entrant with a bullis...
TOPValerie Archibald: I think the market is at a capitulation time in the market. All the ups and downs are a sign of a turning point. All the scare tactics used on the AI bubble have created a downturn in the market that was healthy. As more rate cutting nears the market will begin to get its footing and build two new higher highs along with all the people trying to get in on what they first missed out on.
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nerdbull1669
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2025-11-28

Credo Technology (CRDO) Need To Provide Much Positive Full-Year Outlook To Avoid "Sell The News" Pullback.

$Credo Technology Group Holding Ltd(CRDO)$ is scheduled to report its Fiscal Q2 2026 earnings on Monday, December 1, 2025, after the market close. The stock has rallied significantly into this print (up ~138% year-to-date), driven by the AI infrastructure boom. This creates a "priced for perfection" setup where meeting estimates might not be enough; investors will be looking for a "beat and raise" to justify the premium valuation. The Headline Numbers (Consensus vs. Guidance) Revenue: Consensus is ~$235 million. Guidance Range: $230M – $240M. Context: This would represent massive year-over-year growth (vs. ~$72M in Q2 FY25). The market is expecting them to hit the upper end of this range. Non-GAAP EPS: Consensus is ~$0.31. Context: Compare this to
Credo Technology (CRDO) Need To Provide Much Positive Full-Year Outlook To Avoid "Sell The News" Pullback.
TOPpixelo: CRDO's connectivity solutions could dominate AI racks long-term[666]Short-term pullback chance rises with sky-high expectations[看涨]
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Travis Hoium
·
2025-12-01

When Do You Sell a Stock?

One of the reasons I default to “never” selling stocks is that we never know when a stock will move higher or what will drive the move.I try to find companies that can compound revenue and earnings over a long period of time because that long-term view is our advantage over the market. But that doesn’t mean the ride will be a straight line higher.Take $NVIDIA(NVDA)$ as an example. The stock has been an incredible performer over the past two decades.But to realize those gains, you would have had to ride out drops of over 80% multiple times.How does selling play a role, even when we own phenomenal long-term stocks?Something Has ChangedIf the thesis on a stock I own has changed, it might be time to sell.I did this with previous Asymmetric Investing s
When Do You Sell a Stock?
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