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2025-12-05
Goldman Sachs: 2026 Family Offices - Stay resilient, adopt AI, deploy cash, bet on growth. 🧐
Key Takeaways $Goldman Sachs(GS)$ ' 2025 Family Office Report shows that among 245 family offices globally with an average of over $1 billion in assets under management, their biggest concerns are geopolitical conflicts (61%) and the failure of the world order, rather than market volatility.Asset Allocation Strategy (Average):Cash 12%: As tactical "ammunition," used for bottom-fishing and adding to positions, not for hoarding.Equities 31%: Heavily invested in high-quality core assets (especially US tech stocks), serving as a foundation for inflation protection.Alternative Assets 42%: Core hedging tools, including gold, private equity, real estate, infrastructure, and energy, building an "anti-fragile" portfolio.Key Investment Directions:AI (86% All
TOPMerle Ted: Goldman Sachs could hit $860 if several bullish catalysts align. Rate cuts from the Federal Reserve would boost market sentiment, lower borrowing costs, and trigger a rebound in M&A, IPOs, and debt underwriting—all key revenue drivers for GS.
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2025-12-05
Coinbase Ventures: Ideas we are excited for in 2026
$Coinbase Global, Inc.(COIN)$ Ventures' latest "2026 Investment Outlook" presents a very clear viewpoint:2026 will be a year of convergence for on-chain finance, on-chain infrastructure, and AI. The next wave of breakthrough projects is likely to come from the following four areas:By Coinbase Ventures Team1⃣ RWA Perpetual Contracts: From Tokenization to Universal PerpetualityCoinbase believes that the next stage of RWA will not stop at tokenization but will shift towards providing synthetic exposure through perpetual contracts.Perpetual products do not require holding underlying assets, have fast deployment speeds, and are applicable to a wider range of asset classes, including:Private company equityCommodities, economic dataMacroeconomic indicato
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2025-12-05
🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now
Dear Valued Client,Cash Boost Account trading has been fully upgraded! The total number of stocks and ETFs you can trade has increased from 5,000+ to 35,000+, adding over 30,000 new options in one go!This means that with your Cash Boost Account, you can trade more stocks and ETFs, enjoy a wider range of choices, and operate more flexibly.Here’s the breakdown of the expansion:US Market 🚀 Stocks and ETFs increased from 4,000+ → 30,000+ Covering more industries and sectors, providing more trading opportunitiesHong Kong Market 📈 Stocks increased from 800 → 5,000+ Flexibly capture regional trends and popular sectorsSingapore Market ✨ Full coverage of Singapore market stocks and ETFs Local trading is now smoother and more seamlessStart using your Cash Boost Account today and experience the conve
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2025-12-05
$Meta Platforms, Inc.(META)$
TOPAbout time they trimmed the fat! I is where the real $$is[龇牙]
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2025-12-05
📊 💰U.S. Steel (X) & ETF $SLX Hit YTD Highs−Will $XME Follow?
1️⃣ YTD Performance (as of Dec 4 close)TickerCurrent Price52-Week HighDistance from HighYTD Gain $U.S. Steel(X)$ $54.84$54.91⬇️ -$0.07 (0.1%)📈 +84.6% $VanEck Steel ETF(SLX)$ $83.32$83.74⬇️ -$0.42 (0.5%)📈 +13.89% $SPDR S&P Metals & Mining ETF(XME)$ ~$100$111.09⬇️ -$11 (10%)📈 +140%(from low)💡 Key Insight: All three are at or near historic highs, but 🔥 driving logic and 💰 valuation levels show significant divergence.2️⃣ Multi-Dimensional Analysis🔍 Differences in Driving Factors $U.S. Steel(X)$ - Event-Driven🚀 Acquisition Premium Logic: Post-Nippon Steel acquisition, 200+ operational efficiency measures + $14B capital invest
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2025-12-05
Selling Covered Calls on Tesla for Feb 2026, target price $600. Hoping to earn some premium.
TOPTesla EPS in 2023 was $4.30. Analyst consensus for 2025 is $1.68. That's a two-year 60% decline. How on earth is this is still considered a "growth stock"?
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2025-12-05
$TeraWulf Inc.(WULF)$ some ego boost after the silent big crash .... GAME On!!!!!!
TOPYou know it would be nice to get up to $16 and above. Hold
1.60K
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2025-12-04
Microsoft's AI Target Slash & OpenAI's $100B Cash Crunch: Bubble Burst Incoming or Epic Dip Goldmine? 🚨💥📉
$Microsoft(MSFT)$ $Oracle(ORCL)$ $NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ Wall Street's AI dream just hit a reality wall – Microsoft slashed internal sales growth targets for its AI agent products after salespeople bombed quotas in the fiscal year ending June 2025, per explosive reports from The Information on December 4, sending shares dipping 1.5% intraday before a partial rebound to $425.68. The tech titan fired back with a denial, insisting "no growth targets were reduced," but the market's not buying it, with AI Foundry revenue clocking a paltry $200 mil
TOPDip looks tasty, accumulating MSFT at support levels. Calls on ARR surge might print! 💪📈
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2025-12-04
Robotics Stocks Explode on Trump Push: iRobot's 74% Rocket – Jump In Before $5? 🚀🤖💥
Wall Street's robotics realm just ignited like a SpaceX launch – iRobot skyrocketed 74% to $2.80 on December 4, 2025, Richtech Robotics leaped 18% to $3.73, Serve Robotics surged 18% amid trading frenzy, and Tesla tacked on 4% to $342.50, all fueled by explosive reports of the Trump administration gearing up for an executive order to supercharge the industry in 2026. This isn't random hype; Commerce Secretary Howard Lutnick's CEO confabs signal a full-throttle U.S. push for robotics manufacturing, aiming to slash dependencies on China and unleash $1 trillion in AI-enabled automation by 2030. With YTD gains for pure-plays like IRBT at 120% and the sector's $150 billion market cap swelling 25% in a day, this Trump-era theme could eclipse even the EV boom. But is the rally a presidential-powe
TOPNice Sharing 😊 @JC888 @Barcode @Shernice軒嬣 2000 @DiAngel @Aqa @koolgal @Shyon
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2025-12-04
🌟🌟🌟The dominance of Nvidia $NVIDIA(NVDA)$ in the AI market is facing its most credible threat yet as tech giants $Amazon.com(AMZN)$ $Alphabet(GOOG)$ & Marvell push forward with their own custom chip solutions. This is driven by a desire for cost savings, greater efficiency & a reduced reliance on a single supplier. Is Nvidia still a Buy at USD 180? I believe it is a great buy because: Nvidia's proprietary CUDA software platform remains the industry standard for AI developers, creating a powerful ecosystem that competitors have struggled to replace. Nvidia has recently reported robust growth numbers, with demand for its data center GPUs continuin
TOPNice Sharing 😊 NVDA Show hand 👏 [Chuckle] @JC888 @Barcode @DiAngel @Aqa @Shernice軒嬣 2000 @Shyon
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2025-12-04
So gold has been interesting, I invested in $Santana Minerals Ltd(SMI.AU)$ at the beginning of this year. Well it's listed on the New Zealand stock exchange too cause it's mining gold in New Zealand, but my fellow tigers, well you can't invest in New Zealand stock, but you can invest in the Australian version so all good. Santana in New Zealand has the rights to mine gold, but very early days. All the reports look fantastic, but no income yet. And huge returns are years away. It's up over 50% for me, so I trimmed. I will take out all my initial investment and just play the house on stuff like this. Gold has been a terrible idea for a few decades, but now it's great. So what did I do with the profits? History repeats. Silver fol
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2025-12-04
Robot Fever as Trump Eyes a National Plan: Where Is the Upside? Five months after unveiling an executive order to boost American leadership in artificial intelligence, the Trump administration is now openly discussing a national robotics strategy. Politico reports that Commerce Secretary Howard Lutnick has been meeting with robotics CEOs and that an executive order focused on robotics is under consideration for 2026. Policy spark, robot stocks react The idea is to treat robots as the physical expression of AI and a tool to reshore manufacturing and compete with China, which already has about 1.8 million industrial robots in its factories, roughly four times the US installed base. That headline was enough to move markets. $iRobot(IRBT)$
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2025-12-04
TXN Rebounds Strongly from Blue Box, Wave (3) Targets $285
TXN completed a zigzag correction from the July 2025 high, finishing right inside the blue-box support area where new buying interest emerged. The stock has since launched into a strong rally from that zone, putting buyers solidly in profit. Texas Instruments (TXN) is a global semiconductor company known for designing and manufacturing analog and embedded processing chips. With products used in everything from industrial equipment to personal electronics, TXN plays a critical role in powering modern technology. Its consistent innovation and strong market presence make it a closely watched stock in the tech sector. TXN completed its long-term grand supercycle wave ((II)) in October 2002, bottoming near $13. From there, the stock launched into a powerful two-decade advance as grand supe
TOPStrong rebound! TXN's wave (3) looks primed for $285 target. Bulls charging![看涨]
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2025-12-05
❄️🤖📉 Snowflake AI Backlog Booms While Price Crashes Into Support ❄️🤖📉
$Snowflake(SNOW)$ $Palantir Technologies Inc.(PLTR)$ $Alphabet(GOOGL)$ 🎯 Executive Summary I’m convinced this Snowflake print is exactly what sophisticated money wants from a high multiple AI infrastructure name: bookings and backlog exploding, margins expanding, price punished into a key support pocket. Q3 FY26 product revenue rose 29% YoY to $1.16B, total revenue reached $1.21B, and RPO accelerated to 37% YoY at $7.88B. AI is no longer a side narrative. Management called Snowflake Intelligence the fastest ramping product in company history with over 7,300 weekly AI users, up sharply from prior quarters, and AI now touches roughly 28% of deployments and a
TOPkinda wild ngl that $Snowflake(SNOW)$ dumped so hard that fast then just chilled right on that number like everyone saw the same chart yeah but honestly this AI thing feels early and lowkey if the big clients ramp consumption this looks more like smart money grabbing a deal than a flop 🤖📈
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2025-12-05
🤖⚡🏛️ $PLTR + $NVDA Ignite America’s AI Power Grid | Burying Burry & Burning Shorts Alive ⚡🏛️🤖
$Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ 04Dec25 ET 🇺🇸 05Dec25 NZT 🇳🇿 🎯 Executive Summary I have traded through four decades of market evolution and only a handful of times have I witnessed the formation of a new industrial backbone. $PLTR is now engineering the nervous system of American AI dominance. Chain Reaction has officially launched as the operating system for hyperscale energy infrastructure. It synchronises utilities, generation assets, transmission networks and data centre construction into one intelligent control layer. Founding partners $NVDA and CenterPoint Energy confirm this is not a proof of concept. It is a sovereig
TOPyeah this post actually got me thinking a lot ngl like the way you tied $Palantir Technologies Inc.(PLTR)$ power grid vibes into the whole $NVIDIA(NVDA)$ flow push kinda makes sense in a big picture way like not gonna lie the 106GW forecast sounds wild and the EMAs hugging like that looks like someone is protecting levels feels like this is where conviction matters 🤖⚡
697
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2025-12-05
Toll Brothers (TOL) Next Fiscal Year Outlook In Focus
$Toll Brothers(TOL)$ is expected to release its fiscal Q4 2025 results after the market close on Monday, December 8, 2025, with the conference call scheduled for Tuesday, December 9, 2025. As a leading luxury homebuilder, its results are often seen as an indicator for the high-end segment of the housing market. Consensus Estimates The consensus suggests a modest increase in profit (EPS) on essentially flat or slightly lower revenue, indicating potential margin strength or effective cost management. Analyst EPS estimates have remained stable over the last 30 days, suggesting a general agreement on the expected performance. Toll Brothers (TOL) released its fiscal Q3 2025 earnings (for the period ending July 31, 2025) on August 19, 2025. Here is a sum
TOPThis is a buying opportunity. More FED rate cut will come to bring down mortgage for sure.
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2025-12-05
Marvell Technology and Rigetti Computing See Heavy Bullish Call Buying On December 4, tech trading sentiment strengthened notably, with AI infrastructure and quantum computing emerging as two high-beta themes attracting aggressive capital flows. Both $Marvell Technology(MRVL)$
TOPMRVL and RGTI calls on fire! Quantum computing hype is real. Ride the momentum with tight stops.[看涨][666]
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2025-12-05
Meme-Stock Darling GameStop Is -25% YTD. What Its Chart Shows Ahead of Earnings One-time meme-stock darling $GameStop(GME)$
TOPSolid wedge pattern forming, breakout potential post-earnings. That 20% upside looks tasty if support holds[看涨]