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2025-12-03
The market's rebound on the second trading day of December definitely lifted the mood. After yesterday's dip, seeing all three major U.S. indices open higher tells me that sentiment is still resilient. To me, this kind of quick recovery reflects a market that wants to stay bullish, especially with rate-cut expectations and year-end positioning in play. $S&P 500(.SPX)$
TOP1PC: Nice Sharing 😁 @koolgal @JC888 @Barcode @Aqa @Shernice軒嬣 2000 @DiAngel
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2025-12-03
Option Movers | Boeing's Call Options Rocket 2690%; Apple Shows Highest Bullish Sentiment
U.S. stocks closed higher to record their sixth gain in seven sessions in muted trading on Tuesday(Dec. 2), buoyed by gains in technology shares as expectations the Federal Reserve will cut interest rates next week remain elevated.Regarding the options market, a total volume of 50,070,394 contracts was traded on Tuesday.Top 10 Option VolumesTop 10: $NVIDIA(NVDA)$, $Tesla Motors(TSLA)$, $Apple(AAPL)$, $Intel(INTC)$, $Cboe Volatility Index(VIX)$, $Amazon.com(AMZN)$, $Strategy(MSTR)$,
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2025-12-03
Market Pulse: Risk Appetite Returns
Equities Rebound as Risk Signals Turn Green U.S. equities regained their footing on Tuesday as investors cautiously rotated back into riskier assets. The $NASDAQ(.IXIC)$ rose 0.6%, outperforming the $S&P 500(.SPX)$ (+0.3%) and the Dow Jones (+0.4%), reversing the hesitant tone that marked the start of December. Index The session’s leadership came from the higher-beta corners of the market: tech, momentum, and risk-focused ETFs. Meanwhile, traditionally defensive segments such as value, dividends, and low volatility lagged, underscoring a renewed, though still fragile, risk appetite. The shift aligned with broader sentiment improvements following last week’s run-up and a temporary pause early this w
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2025-12-02
MDB & CRDO's 15% AI Inferno Ignites SaaS Fireworks: Snowflake, Salesforce, CrowdStrike Set for Supercharged Earnings Blasts? 🔥💻🚀
$SaaS Concept(BK4528)$ $Credo Technology Group Holding Ltd(CRDO)$ SaaS titans are erupting like volcanoes in the AI landscape – MongoDB rocketed 15% after-hours on a Q3 revenue crush to $628 million (up 19% YoY, smashing $592 million estimates) and a 30% Atlas surge, while Credo Technology blasted 12% on $268 million Q2 sales (272% YoY leap) and $335-345 million Q3 guidance amid optics frenzy for data centers. These pops aren't isolated fireworks; they're flares from the exploding AI ecosystem where Google's $91-93 billion capex blitz is pulling hyperscalers into a $1 trillion vertical AI gold rush, outpacing traditional SaaS with 23.8% annual growth forecasts to $355 billion by 2029. As CrowdStrike, Sn
TOPAI-driven SaaS growth is unstoppable! SNOW & CRM to 🚀 on NVIDIA synergies. Bullish! 🔥
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2025-12-02
Approach Snowflake (SNOW) Earnings Top-Down
$Snowflake(SNOW)$ heading into its upcoming fiscal Q3 2026 earnings (reporting Dec 3, 2025), in this article we will look at what to watch, and whether there might be a short-term trading opportunity. And why we can look at Snowflake (SNOW) in a top-down approach, as we will look why in this article. What to Watch in Q3 Earnings These are the key metrics and signals that investors — and short-term traders — will likely zero in on for Snowflake’s Q3 2026 results. • Revenue (Product + Services) & Growth Rate Consensus estimates for Q3 are ≈ US$1.18 billion revenue. For context — Snowflake’s Q2 FY2026 product revenue was ~$1.09 billion, a ~32% year-over-year increase. Given product revenue is core to its business and growth story, investors will
TOPSNOW's retention rates look solid, AI data demand could drive upside[看涨]
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2025-12-02
Michael Burry's Big Bets Against the AI Titans: Will Tesla, Nvidia, and Palantir Bounce Back—or Face a Dot-Com-Style Reckoning?
Michael Burry, the legendary contrarian immortalized in The Big Short, is at it again. This time he’s targeting three of the market’s most celebrated names: Tesla, Nvidia, and Palantir. Recent filings show massive bearish put positions on Nvidia and Palantir, while Burry has publicly called Tesla “ridiculously overvalued” and taken aim at its relentless shareholder dilution.The question now splitting Wall Street: Is this the beginning of a painful unwind in the AI trade, or just another head-fake from a famously early (and sometimes wrong) bear? Burry’s Core ArgumentsTesla: Trades on “fantasy,” with annual dilution around 3.6% from stock-based compensation and no meaningful buybacks. Any new mega-compensation package for Elon Musk would only make it worse. Nvidia & Palantir: Sky-high m
TOPValuations stretched but long-term potential remains. Stay cautious but hold core positions. 🌊
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2025-12-02
Bloom Energy (BE) Favors Bounce Towards $120.2 Before Lower
Bloom Energy Corporation., (BE) designs, manufactures, sells & install solid-oxide fuel cell systems for on-site power generation in the United States & globally. It offers Bloom Energy Server, a power generation platform to convert different fuels like Natural gas, Biogas, Hydrogen or blended fuel into electricity through electrochemical process. It comes under Industrials sector & trades at “BE” ticker at NYSE. BE is bullish impulse in weekly sequence. It ended wave I at $147.86 high started from February-2024 low. It favors correction in II in 7 or 11 swings. We like to buy the clear pullback in 7 or 11 swings pullback at extreme area. In weekly, it made all time low of $2.44 in October-2019. It placed (I) at $44.95 high of February-2021 & (II) at $8.41 low of February-2
TOPLooks like BE's gearing up for a solid bounce! 🚀 Perfect time to ride the wave before the dip. Cheers for the heads up!
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2025-12-03
My Options Trading Strategy: A Detailed Guide For Beginners or Options Newbies just like me (Part 1)
My Options Trading Strategy: A Detailed Guide (Part 1)To clarify the strategy I shared in my recent Tiger Brokers interview, here is a more detailed breakdown of its application.I categorize market movements into two primary scenarios, each with a corresponding strategy:Directional Trend (Bullish or Bearish): When a stock shows a clear technical trend, I use a Bull Call Spread (for bullish outlooks) or a Bear Put Spread (for bearish outlooks).Sideways/Neutral Movement: When a stock is trading within a range, I employ strategies like the Iron Condor or Credit Spread (Call/Put), which aim for a neutral to slightly bullish or bearish outcome.Understanding the Bull Call Spread / Bear Put SpreadThis is a two-legged options strategy. For a Bull Call Spread involves:Buying one call option/ put op
TOPSolid breakdown mate! Keen to see part 2 on iron condors [666]
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2025-12-02
Can PATH Gain As AI SaaS Demand Did Not Seem To Falter?
$UiPath(PATH)$ is scheduled to report its Fiscal Q3 2026 earnings tomorrow, Wednesday, December 3, 2025, after the market close. This creates a very active window for short-term trading. Here is an analysis of the setup, the critical metrics to watch, and the potential trading opportunities. Current Sentiment: Cautiously Neutral. The stock has been consolidating around the $13–$14 level. Institutional interest has been rising (positioning for a turnaround), but analyst ratings remain mixed ("Hold" consensus), waiting for proof that growth has stabilized. The Narrative Shift: UiPath is pivoting its story from simple RPA (Robotic Process Automation) to "Agentic Automation" (AI agents that can act autonomously). The market wants to see if this buzzwo
TOPwhen PATH hit POSITIVE cashflows, that is the start of the new trend. Revenue and Income are meaningless, only cashflows positive calls the shot.
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2025-12-03
NVIDIA at 185: Profit or Hold? Here Is the Real Story
NVIDIA's rebound to 185 is not just a bounce. It is a stress test of market conviction after weeks of AI volatility. The CFOs denial of an AI bubble aligns with the data. AI chip supply is still absorbed by new data center construction rather than replacement cycles. This means the demand curve is still expanding, not plateauing. Here is the key metric to watch: global data center capex is projected to reach 3 to 4 trillion by 2030. If this trajectory holds, NVIDIA remains the primary beneficiary across GPUs, networking, and accelerated computing. Valuations look rich on the surface, but the growth runway has not peaked. Short term, 185 to 190 is a resistance zone tied to ETF outflows and rotation into small caps. Medium term, if earnings revisions stay positive, NVIDIA can reclaim 200 wit
TOPNVDAs low ..of $169.25 hit November 25th is a bottom…. ladies and gentlemen…..We have hit Bottom IMHO….
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2025-12-03
📈🚀 Intel’s Most Critical Inflection in Decades, and I’m Positioning for a Structural Multi Year Re Rating 🚀📈🔥
$Intel(INTC)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ I’m stepping into Intel’s breakout with full conviction because the alignment of price action, Washington backed capital, foundry momentum, earnings inflection and unprecedented call side aggression has reached a level I have not seen since the first explosive leg of the AI cycle in early 2023. This is not a casual push higher, it is Intel rewriting its narrative in real time. I’ve completed a full external research sweep across public filings, government releases, press and niche semiconductor sources. Everything material has been integrated into this analysis, including the fresh $208M Malaysia expansion
TOPyeah this Intel writeup hit different tbh, the way you linked the policy moves to the momentum shift actually made the whole push through resistance make sense for once, and lowkey the liquidity pocket around $43 looks way cleaner after seeing how you broke it down, felt like one of your most dialled in posts fr
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2025-12-03
Watch DocuSign (DOCU) Dollar Net Retention Rate (DNR)
$Docusign(DOCU)$ is scheduled to release its fiscal Q3 2026 earnings after the market closes on Thursday, December 4, 2025. Q3 2026 Earnings Expectations The market is generally looking for continued stability in DocuSign's core business and signs of growth acceleration from its newer initiatives, particularly Intelligent Agreement Management (IAM). The consensus estimates suggest a modest year-over-year revenue increase (around 6.8% to 7%) and EPS that is largely in line with the previous quarter's beat. The most scrutinized figure will likely be Billings, which is guided lower than the previous quarter due to a "renewal timing headwind" cited by management. DocuSign (DOCU) Fiscal Q2 2026 Earnings Summary and Key Lessons DocuSign's fiscal Q2 2026
TOPDNR improvement hinges on IAM adoption trajectory imo[吃瓜]@ TigerStars
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2025-12-03
AI Turns Databases Into New Infrastructure Winners: What MongoDB Signals For Snowflake $MongoDB Inc.(MDB)$
TOPMongoDB's execution is solid, mate! AI infra play getting real[强]
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2025-12-03
Can We See SentinelOne (S) ARR Growth Re-accelerate?
$SentinelOne, Inc(S)$, a key player in the cybersecurity space. The upcoming fiscal Q3 2026 earnings, expected on Thursday, December 4, 2025, will be crucial, particularly following a mix of strong growth metrics but an EPS miss in the prior quarter. SentinelOne (S) Q3 2026 Earnings Analysis The company's focus has shifted toward balancing top-line growth with margin improvement and a path to profitability, which is a major theme for high-growth software-as-a-service (SaaS) companies. Consensus Estimates & Company Guidance Key Insight: Analysts and the company are aligned on a revenue target of approximately $256 million, which would represent continued year-over-year growth (expected around 22%). The margin guidance of 4% Non-GAAP Operating Marg
TOPWorth keeping an eye on ARR trends for sure[看涨]
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2025-12-03
US Economic Reports - Fed's Focus Before FOMC ?
For the last week of November 2025, a mix of delayed & up-to-date reports were released. It’s the latest glimpse into US economy before the Fed convenes the following week, on Dec 9 -10. Below is a recap of the reports. US Retail Sales (MoM). The September 2025 report showed sales increased by a disappointing 0.2%. It has fallen significantly short of market forecast of a 0.4% rise. And has fallen sharply from August 2025’s 0.6% growth. Total sales reached $733.3 billion,that’s a +4.3% YoY growth. Control Group sales, that exclude volatile categories and feed into GDP calculation, actually declined by -0.1%. This implies underlying consumer spending may be weaker than headline number suggests. Producer Price Index (PPI). For September 2025, US producers MoM inflation rose across the bo
TOPYour thoughtful analysis of the stock market information is truly appreciated, and I'm grateful for the time you invested in writing it.
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2025-12-03
S&P's December Dawn Surge: Holiday Highs Locked or Festive Flameout Fizzle? 🚀📈❄️
$S&P 500(.SPX)$ $Dow Jones(.DJI)$ $NASDAQ(.IXIC)$ Markets flipped the script like a holiday blockbuster sequel – after December's rocky debut dip, the second trading day ignited a rebound roar with S&P 500 climbing 0.2% to 6,829.37, Dow surging 0.4% to 47,474.46, and Nasdaq popping 0.4% amid Fed cut bets blazing at 87% odds. This shake-off from yesterday's gloom screams shifting sentiment, but with volatility lurking like uninvited guests and PCE/ADP data dropping bombs this week, is this the kickoff to a classic December dazzle or a setup for seasonal slumps? As QT's liquidity flood unleashes trillions and AI capex keeps the growth glow going, we're dis
TOPCharging hard with CRM calls! SNOW straddles for the win 🚀📈
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2025-12-02
$ISOTeam(5WF.SI)$ waiting for next year result.
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2025-12-02
$MSTX 20251205 6.0 PUT$ Strategy (MSTR)- formerly known as MicroStrategy - which has been acting as a leading indicator for the stock market.
TOPBitcoin back down in the $80s.... watch out below if it breaks below the 80s... cause 50s wil be coming next...
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2025-12-02
$PLTR 20251212 165.0 CALL$ good snatch from my entry to close 1 week position.
TOPJust for some information here, this stock has bottom out twice at $155, last week, and on September 8th. It appears $155 is its bottom. Can't predict what it's going up to from here, but I don't see it going down a whole lot
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