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08:10
Markets Tread Water as Rate-Cut Hopes Build
Overall Market Overview Global markets closed mixed but broadly stable as investors positioned ahead of the U.S. Federal Reserve’s upcoming interest rate decision. While Wall Street posted marginal gains, European markets extended their rally on geopolitical optimism, and Asian equities reacted positively to soft U.S. economic data, boosting expectations of easing monetary policy. Wall Street: Cautious Optimism U.S. stocks ended slightly higher as traders adopted a wait-and-see approach. The S&P 500 $S&P 500(.SPX)$
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12-04 19:07
Palantir launches Chain Reaction to power U.S. AI infrastructure
$PLTR Palantir Technologies Inc. $Palantir Technologies Inc.(PLTR)$ has announced the launch of Chain Reaction, a new software platform designed to support the development of America’s AI infrastructure. The initiative aims to address the growing demand for both computing power and energy by working with energy producers, distributors, data centers, and infrastructure builders. Founding Partners Two major players are joining Palantir in this effort: CenterPoint Energy serving nearly 7 million customers across Texas, Indiana, Minnesota, and Ohio. Already a Palantir partner for storm response and grid resiliency after Hurricane Beryl in 2024, CenterPoint is now expanding its collaboration to Chain Reaction. CEO Jason Wells highlighted that energy co
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12-04 14:38
Victoria's Secret (VSCO) Disciplined Inventory Management Key To Better Margin
$Victoria's Secret & Co(VSCO)$ is expected to report its fiscal Q3 2025 earnings before the market open on December 5, 2025 (for the quarter ending October 2025). Consensus Forecasts Consensus EPS Forecast: $-0.60 per share. (Note: This is an expected loss, which is common for the non-holiday Q3 retail quarter). Compare to Prior Year (Q3 2024 reported): $-0.50 per share (reported loss, but this was a beat on the consensus of $-0.64 at the time). Consensus Revenue Forecast: $1.41 Billion. Compare to Prior Year (Q3 2024 reported): $1.35 Billion (reported, which was a beat on the consensus of $1.29 Billion). The forecast suggests a narrowing of the loss on a per-share basis compared to what was expected last year ($-0.60 vs. $-0.64), and a modest
TOPMortimer Arthur: good job VS! good results like this show that sticking to your roots and not catering to the woke crowd pays off. Nothing wrong with selling to the marginal people, just don't make it the center of your sales tactics.
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07:33
Bears Hit Google With a $12 Million Put Position
$GOOGL$ The broader market looks set to continue its rebound today, with $SPY$ potentially pushing toward 688. But not all names are participating — year-end sector rotation is becoming more obvious. This time, rotation moved against Google. Bears opened a sizeable position by purchasing 10,000 contracts of the Jan 9th 315P $GOOGL 20260109 315.0 PUT$ , spending roughly $12 million in premium. Outside of this put activity, $GOOGL$’s options flow remains generally strong, implying a probable trading range of $315–325. However, that large bearish bet does add caution — Google may hold above 315 this week, but the outlook beyond next week is less stable. $NVDA$ The base case remains a $180–185 range. For this week, selling t
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09:03
SPY Breadth Improves, But RS Highs Lag
Another Instance of Situational AwarenessStrengthening breadth must come alongside a growing count of industry groups hitting fresh 1-month RS highs in my opinion. Here’s what I’ve observed since we hit the all-time high on 29 October.29 October: $SPDR S&P 500 ETF Trust(SPY)$ at $687 (ATH), Net High–Low: -543, Industry Groups at 1-Month Highs: 11 of 10912th November SPY $683, Net High–Low: +263, Industry Groups at 1-Month Highs: 5 of 1093rd December: SPY $683 (again), Net High–Low: +674, Industry Groups at 1-Month Highs: 21 of 109 Further reference, and full industry group ETF list are shared below; $VanEck Steel ETF(SLX)$ $SPDR S&P Transportation ETF(XTN)$
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12-04 23:43
$NVIDIA(NVDA)$
TOPHi how I can do this
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12-04 23:26
2026 AI List: Do You Agree with Wedbush’s Picks?
AI has been a hot investing topic in recent years! This week saw a very busy slate of SaaS earnings, with three companies standing out:$MongoDB Inc.(MDB)$ delivered a major earnings beat and raised guidance.$Credo Technology Group Holding Ltd(CRDO)$ reported blowout top- and bottom-line results and issued a sharply higher-than-expected revenue outlook.$Salesforce.com(CRM)$ posted better-than-expected quarterly profit and raised its outlook.Dan Ives tweeted thatthe robust numbers from MongoDB, $Marvell Technology(MRVL)$ , and $CrowdStrike Holdings, Inc.(CRWD)$ are sending an import
TOPI believe AI will stay the dominant theme in 2026. Recent results from MDB, MRVL, and CRWD show that AI demand is broadening beyond hyperscalers into software and security, signaling a long-term structural trend rather than a short cycle. I think Dan Ives’ updated list makes sense. CoreWeave, IREN $IREN Ltd(IREN)$ , and Shopify $Shopify(SHOP)$ fit the growing need for compute, energy-heavy AI infrastructure, and AI-driven commerce. The removals also feel reasonable given their weaker positioning in the AI monetization curve. My top AI pick remains the major platforms like Nvidia $NVIDIA(NVDA)$ or Microsoft $Microsoft(MSFT)$ , which still hold the strongest long-term advantage. Among the newly added names, CoreWeave $CoreWeave, Inc.(CRWV)$ looks the most compelling infra play. Overall, I stay bullish on the sector heading into 2026, especially as enterprise adoption continues accelerating. @Tiger_comments @TigerStars
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12-04 22:16
Bears Target Google with $12 Million Put Purchase
$GOOGL$The broader market is likely to continue its rebound today, with SPY potentially reaching 688. However, not every stock will ride this wave—sector rotation is evident as year-end approaches.The rotation has turned against Google this time. Bears opened a position by buying 10,000 contracts of the Jan 9th 315 Put $GOOGL 20260109 315.0 PUT$ , with a total premium of approximately $12 million.Overall, excluding this put activity, Google's options flow still appears strong, suggesting a likely trading range between $315–325. However, following this significant bearish bet, while the stock may hold above $315 this week, the outlook beyond next week becomes less certain.$NVDA$Maintaining the view of a $180–185 trading r
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12-04 21:50
💰Robot Frenzy: IRBT Soars 74%, TSLA Optimus Breakthrough, 15 Leaders Breakdown
Robot-related stocks surged yestoday, with the sector climbing 7.32% and trading volume exceeding ¥50 billion, signaling sharply rising capital interest.In the U.S. market, $iRobot(IRBT)$ skyrocketed more than 79% intraday and closed up nearly 74%, leading the global robot rally.Meanwhile, $Tesla Motors(TSLA)$ CEO Elon Musk reposted a video of the Optimus humanoid robot running — combined with promises of mass production next year and a US$20,000–30,000 price range — further boosting sector sentiment.This rally is not merely a short-term hype cycle. It is driven by the convergence of three structural forces:AI foundation models enabling intent understanding,declining component costs and accelerating local
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12-04 19:40
NVIDIA Slips, Near Key Support
$NVIDIA(NVDA)$ Drops -1.03%: AI Giant Tests Support at $179, Consolidation Phase Signals Accumulation OpportunityLatest Close Data NVDA closed at $179.59 on December 4th, declining -1.03% (-$1.87) from the previous session's $181.46. The stock remains 15.4% below its 52-week high of $212.19, trading within a consolidation range as institutional flows show mixed signals.Core Market Drivers AI sector rotation continues as investors digest Q3 earnings momentum and assess valuation levels ahead of potential Q4 guidance updates. Net capital outflow of $3.81B reflects profit-taking pressure, while short interest at 8.01% indicates moderate bearish sentiment. Broader semiconductor weakness weighs on momentum despite strong fundamentals.12.3，Nvidia CEO Je
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12-04 19:34
Microchip Technology Surges 12%, Breaks Resistance
$Microchip Technology(MCHP)$ Surged +12.17%: Semiconductor Giant Breaks Key Resistance, $73 Target Zone ActivatedLatest Close Data MCHP closed at $63.61 on Dec 4th (EST), surging +12.17% (+$6.90) with massive volume of 22.91M shares. The stock broke above key resistance at $65.22, now 17.6% below its 52-week high of $77.20.Core Market Drivers Semiconductor sector momentum continues as tech stocks rally on AI infrastructure demand. MCHP's volume ratio spiked to 3.08x, indicating institutional accumulation. Capital flows show $375M inflow vs $361M outflow, with large orders dominating buying activity.Technical Analysis RSI(6) reached 88.13, indicating overbought conditions but strong bullish momentum. MACD shows convergence with DIF at -1.20 and DEA
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12-04 19:32
ON Semiconductor Jumps 11%, Breaks Resistance
$ON Semiconductor(ON)$ Surges +11.01%: Chip Giant Breaks Key Resistance, $60 Target Zone ActivatedLatest Close Data ON closed at $57.15 on December 4th, 2025 (ET), surging +11.01% (+$5.67) with impressive volume of 13.59M shares. The stock is now 19.0% below its 52-week high of $70.58 but has rocketed 84.1% from its 52-week low of $31.04.Core Market Drivers Semiconductor sector momentum continues as AI infrastructure demand drives chip allocation. ON's automotive and industrial semiconductor positioning benefits from EV recovery signals and infrastructure spending. Strong institutional accumulation visible with $214M net inflows and elevated short covering activity (30.21% short ratio declining).On December 3, Innoscience (02577) announced that it h
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12-04 19:42
ASML Surges to New 52-Week High, Targets $1200
$ASML Holding NV(ASML)$ Surged +2.90%: Semiconductor Giant Hits 52-Week High, Momentum Accelerating Toward $1200Latest Close Data ASML closed at $1140.92 on Dec 4, up +2.90% (+$32.14), marking a new 52-week high of $1141.72. The stock has gained 97.25% from its 52-week low of $578.51, demonstrating exceptional recovery momentum in the semiconductor sector.Core Market Drivers Strong institutional buying flow with $685M net inflow vs $597M outflow signals continued confidence in ASML's lithography dominance. Robust capital inflows of $687.42M on Dec 1 and sustained large-order accumulation reflect growing optimism around AI chip demand recovery and China market normalization expectations.U.S. Bank’s latest report says ASML is entering a multi-year u
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12-04 19:41
JPMorgan’s Latest PT For Banks! Would You Adjust Portfolio by Year-End?
$JPMorgan Chase(JPM)$ recently upgraded its ratings on Singapore’s three major banks and SGX, sending new signals to investors! It also forecasts $Straits Times Index(STI.SI)$ to reach 6,000 points over the next 12 months (previously 5,000 points). While DBS is highly valued, the trend is still upward; OCBC shows stable growth; UOB is better suited for patient investors.Let’s check how JPMorgan expects for major banks and SGX!1. $DBS(D05.SI)$ DBS: PT raised to $70, and expected to reach “overvalued” by December 2026.Quarterly cash dividend commitment: SGD 0.66 per quarter in FY2025, SGD 0.72 per quarter in FY2026 (accounting for 82% of FY2027 EPS).Expected CET
TOP$JPMorgan Chase (JPM) $recently upgraded the ratings of Singapore's three major banks and the SGX, sending a new signal to investors! It also predicts the $Straits Times Index (STI.SI) $to reach 6,000 points within the next 12 months (previously 5,000 points). Despite the high valuation of DBS Bank, the trend is still upward; Overseas Chinese Bank showed steady growth; UOB is more suitable for patient investors.
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12-04 19:38
Micron Falls 2%, Tests Support
$Micron Technology(MU)$ Drops -2.23%: Memory Giant Tests Support at $234, AI Infrastructure Demand IntactLatest Close Data MU closed at $234.16 on December 4th (ET), down -2.23% (-$5.33) from yesterday's $239.49. The stock is now 10.1% below its 52-week high of $260.58, trading within a $228.09-$237.80 intraday range.Core Market Drivers Memory sector faces headwinds from broader semiconductor rotation and profit-taking after strong YTD gains. However, AI infrastructure demand remains robust with data center memory requirements continuing to expand. Recent institutional flow shows mixed signals with net inflow of $570M despite today's decline.Micron Technology announced on Wednesday that it plans to stop selling storage products to individual consume
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12-04 19:36
Amazon Slips 1%, Tests Support at $221
$Amazon.com(AMZN)$ Dips -0.87%: E-commerce Giant Tests Support at $221, Holiday Season Momentum BuildingLatest Close Data AMZN closed at $232.38 on December 4th, down -0.87% (-$2.04), sitting 10.1% below its 52-week high of $258.60. The stock traded in a tight range with 1.18% amplitude, suggesting consolidation near current levels.Core Market Drivers Amazon faces headwinds from broader tech sector rotation as investors reassess valuations ahead of year-end. Holiday shopping season remains a key catalyst, with AWS cloud growth and advertising revenue providing fundamental support. Recent capital outflows of $35.49M over 5 days reflect institutional profit-taking.At the AWS re:Invent 2025 cloud conference in Las Vegas this week, Amazon (AMZN-US) sh
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12-03 02:12
$Invesco NASDAQ 100 ETF(QQQM)$ Adding QQQM position while market is still inching from November sell-off. Keeping for long term investment.
QQQM
12-03 02:12
USInvesco NASDAQ 100 ETF
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 255.53 1 | +0.58% Holding |
TOPSolid move! QQQM's a keeper for the long haul[强]
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12-03 23:59
$TSLA VERTICAL 251205 PUT 415.0/PUT 420.0$ Booked 75% profit with 2 days before expiration. Just got lucky TSLA rallies today.
TSLA Vertical
12-03 23:51
US415.0/420.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Debit Close | 0.34 4 | -- Closed |
TOPSolid exit![龇牙]Lucky TSLA mooned at right timing
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12-04 00:05
$PayPal(PYPL)$ It dipped to 60s. I'm hoping to make a profit out of this. [Shy]
TOPI think Q4 for PYPL this year will be special. Im seeing multiple pushes on many different sites to boost revenue.
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12-04 01:06
$TSLA 20260220 350.0 PUT$ Intraday trade on this Tesla option. Decided not to hold this option as the price Is quite high when I enter the trade.
TOPVolatile play, smart move not holding overnight. TSLA puts tricky lately [666]