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572
General
nerdbull1669
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2025-12-18

Gold Market Inflection Point As Precious Metals Poised for a Defining Moment.

Silver soared past $66 an ounce this week, and gold is trading just 1.5% below its own record high. The current configuration strongly suggests that gold is approaching a regime-defining inflection point, with silver’s surge acting as a leading confirmation rather than a divergence. This is not simply a price event; it is a macro signal convergence that could define the next phase of the precious-metals cycle. In this article, I would like to share the structured assessment that we go through to see if Gold market is already at an inflection point as precious metals poised for a defining moment. Why This Moment Matters For Gold $Gold - main 2602(GCmain)$ trading within ~1.5% of its all-time high after silver has already broken out is historica
Gold Market Inflection Point As Precious Metals Poised for a Defining Moment.
TOPpixiezz: Silver leading the charge! Gold's breakout seems imminent. Holding both SLV & GLD for stability 🚀
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Sporeshare
·
2025-12-18
$Keppel DC Reit(AJBU.SI)$ Keppel DC Reit - Yesterday, A long and bearish candlestick appearing on the chart plus high volume looks like the selling has more or less done! I think gd price is back! At 2.20, yield is about 4.64% looks rather decent yield level. It is cheaper than the recent PO price, so , we are getting a discounted price! The sales is worth waiting! The recent new acquisitions of DC is DPU accretive. This may likely provide some form of support for the price! Pls dyodd. Keppel DC Reit - I think boat is back! Hovering at the support level of 2 28, yield is about 4.45 percent. The recent PO price was 2.24. Looks like it may go down to test 2.24. Pls dyodd. 21 November 2025: Keppel DC Reit - So fast, she is back to 2.30, very weak
$Keppel DC Reit(AJBU.SI)$ Keppel DC Reit - Yesterday, A long and bearish candlestick appearing on the chart plus high volume looks like the selling...
TOPMariaEvelina: Data center growth looks solid but short-term pressure remains.[看跌]
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Shyon
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2025-12-18
From my perspective, $Tesla Motors(TSLA)$ move to new highs feels different from past rallies. The market is increasingly valuing Tesla as a real-world AI and autonomy platform, with Robotaxi at the center of the story. The technical breakout supports this shift & a move toward or above $500 is possible, though near-term volatility is likely. On Robotaxi, I’m cautiously bullish. I agree that 2026 is the key inflection point, as unsupervised rides, improving safety data, and the start of Cybercab production could reshape how Tesla is valued. Even partial execution would justify another leg higher beyond traditional auto metrics. That said, I don’t expect a straight line up. ARK trimming highlights short-term risk, and FSD in China by 2026 is u
From my perspective, $Tesla Motors(TSLA)$ move to new highs feels different from past rallies. The market is increasingly valuing Tesla as a real-w...
TOPValerie Archibald: In Jan. ER report, one will see that Tsla last season is minus profit and very little cash. Its guidance is to close every factory and develop space charging and robots(Humanoid). Musk still want his 1 trillion dollar bonus.
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nerdbull1669
·
2025-12-18

Micron Earnings Show AI Demand Is a Structural, Not Cyclical, Driver

$Micron Technology(MU)$ fiscal first quarter earnings have beaten analyst estimate and they have given a solid guidance, we saw the share went up more than 7% in post-market at time of this writing. So with Micron’s earnings beat, AI-driven demand, and what this implies for AI sector segmentation in 2026 (drawing on today’s major news coverage and company filings): Micron Earnings and AI Demand: Market Reaction & Outlook (Dec. 17‑18, 2025) Micron Confirmed Strong Q1 Results and Raised Guidance According to the official press release and earnings coverage: Micron posted a significant beat on earnings and revenue for its Fiscal Q1 2026, with non-GAAP EPS and revenue well above analyst expectations. Guidance for the next quarter was also well above
Micron Earnings Show AI Demand Is a Structural, Not Cyclical, Driver
TOPAllenBartlett: MU to the moon! AI memory chips gonna dominate 2026[龇牙]
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Mrzorro
·
2025-12-18
Bullish on Amazon and PDD, Downside Risk Builds in Google Since last Thursday, the Nasdaq has fallen for five consecutive trading sessions. The previously crowded AI trade has clearly cooled, weighing on the broader technology sector as the market gradually moves into a phase of profit-taking and risk re-pricing.  Based on option premium flows, V/OI ratios, and structural positioning, institutional activity points to a bullish medium-term view on $Amazon.com(AMZN)$   , heightened short-term defense on $Alphabet(GOOG)$   $Alphabet(GOOGL)$  &n
Bullish on Amazon and PDD, Downside Risk Builds in Google Since last Thursday, the Nasdaq has fallen for five consecutive trading sessions. The pre...
TOPMamieBenson: Institutional flows hint at AMZN's AI upside, GOOGL defense in play. Selective positioning key now. 🧐
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Mrzorro
·
2025-12-18
BNPL: From Wild Growth to Being Scrutinized—Why Is It Still Rising Under Tighter Regulation? $Affirm Holdings, Inc.(AFRM)$   ' share price surged recently after it renewed a five-year partnership with Amazon. Changes in BNPL regulation this year and the move to include BNPL in credit scoring systems are having a profound impact on the industry. Regulatory trends—easing federal pressure, but increasingly fragmented oversight Toward the end of the Biden administration, the CFPB sought to regulate BNPL in a “credit card–like” manner. In May 2024, the CFPB issued an interpretive rule finding that certain BNPL products offered through electronic accounts trigger key rights and obligations under the credit card f
BNPL: From Wild Growth to Being Scrutinized—Why Is It Still Rising Under Tighter Regulation? $Affirm Holdings, Inc.(AFRM)$ ' share price surged rec...
TOPValerie Archibald: PE ratio is only 109 and bookvalue $9.99 . If they double earnings this year, we will be at about PE of 50. wow
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Guavaxf30
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2025-12-18
Bitcoin and all Cryptocurrencies are having a Labubu experience. "Labubu mania appears to be ebbing as quickly as it surged, driving a roughly 40 per cent rout for former market darling Pop Mart International Group that is raising questions over the company’s long-term prospects." Just like Labubu, the worth is purely based on sentiments. Not real value. When the meme crowd was chasing Bitcoin, it was like impossible to see Bitcoin price fall. But these last three months have shown just how vulnerable that thinking is. Bitcoin prices can fall, and it has. Spectacularly. So who will be the last guy holding the bag?

RadexMarkets: Bitcoin Faces Pressure During U.S. Trading Hours

On December 16, Bitcoin once again fell below the $86,000 mark, signaling a broader weakening trend in the cryptocurrency market. According to RadexMarkets, this pullback is not an isolated event but...
RadexMarkets: Bitcoin Faces Pressure During U.S. Trading Hours
Bitcoin and all Cryptocurrencies are having a Labubu experience. "Labubu mania appears to be ebbing as quickly as it surged, driving a roughly 40 p...
TOPJesseBerkeley: Last bag holder always gets burnt. When memes fade, reality bites hard.
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xc__
·
2025-12-18

AI Funding Fears Tank Tech Titans But Micron's Earnings Explosion & Trump's Pot Play Ignite Cannabis Chaos! 😱💥

Wall Street wrapped a rough session with the S&P 500 dipping 0.5% to 6,859 and Nasdaq sliding 0.8% to 19,340 as AI funding jitters hammered big names. Nvidia plunged 4% to $137.50 on broader tech rotation, Tesla bucked the trend jumping 4% to $446.74 amid bold predictions of a $3 trillion valuation fueled by Optimus robot ramps and FSD neural nets boosting ARPU 10%. Apple and Amazon both tumbled 2% to $250 and $208 on consumer crunch worries, Oracle dropped 5% to $190.50 after capex bloat spooked the crowd, while Broadcom and Coinbase sank 6% to $155.83 and $320 hit by margin misses and crypto chop. Defensive utilities climbed 1.2% as capital fled volatility, screaming risk-off vibes amid tariff ghosts. 🌪️🩸 Micron stole the show with blowout earnings forecasts on booming AI market, sha
AI Funding Fears Tank Tech Titans But Micron's Earnings Explosion & Trump's Pot Play Ignite Cannabis Chaos! 😱💥
TOPLiang0020: MU's AI surge looks tasty, but mind the PCE risks! TSLA's bot hype could spark fireworks 🎢[看涨]
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xc__
·
2025-12-18

BoJ Rate Hike Nightmare Looms: Bitcoin's Next 25% Crash Locked In? 😱📉

Japan's central bank is on the verge of dropping another bombshell, with Polymarket odds skyrocketing to 98.5% for a 25 bps hike to 0.75% on December 19 – the highest rate since 1995 and a move that's already sending chills through crypto markets. This isn't just talk; it's a pattern that's wrecked Bitcoin every time this cycle. Back in July 2024, the BoJ's jump to 0.25% triggered a brutal 25% BTC plunge, wiping billions in a flash. Then January 2025's hike to 0.5% hammered another 30% drop, turning bulls into bears overnight. Now, with the decision hours away, that blue line on the chart climbing to near-certainty spells trouble for risk assets everywhere. 🌪️💥 The no-change camp clings to a measly 1.3%, down from earlier highs, while a 50+ bps super-hike sits at 0.3% and rate decreases ar
BoJ Rate Hike Nightmare Looms: Bitcoin's Next 25% Crash Locked In? 😱📉
TOPjinglese: Hike incoming, BTC to 80k first[龇牙]
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xc__
·
2025-12-18

Trump Drops Bombshell: 2026 Tax Refunds Set to Shatter Records – Your $2,000 Windfall Incoming! 💥💸

Get ready for a historic payday, folks! President Trump just declared that 2026 is gearing up to be the biggest tax refund season America has ever seen, thanks to the massive trillions pouring in from tariffs. 😲 Imagine families across the nation cashing in on extra $1,000 to $2,000 per household – that's real relief hitting wallets when it counts, covering everything from groceries to gas bills in this high-cost world. The White House press secretary echoed the excitement, calling it a projected record-breaker that puts money back where it belongs: with hardworking Americans. This isn't just talk; it's tied to the booming tariff revenues Trump's team has raked in, creating a surplus so enormous it's sparking dreams of slashing taxes even further. Picture this – dividends straight from tra
Trump Drops Bombshell: 2026 Tax Refunds Set to Shatter Records – Your $2,000 Windfall Incoming! 💥💸
TOPjazzyco: Bullish on consumer stocks! This could boost spending big time. 🛍️💰
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Shyon
·
2025-12-18
My stock in focus today is $Micron Technology(MU)$ , following its newly released earnings that significantly exceeded expectations and highlighted its strong positioning in the AI-driven semiconductor cycle. Management’s forward guidance stood out, with profit and revenue forecasts far above Street estimates. The key catalyst remains AI-related demand, especially from data centers. As one of only a few global suppliers of high-bandwidth memory (HBM), Micron is benefiting from tight supply, stronger pricing, and improving margins. AI demand is not only boosting volumes but also enhancing profitability across its broader product portfolio. On the strategy front, Micron’s shift toward AI-focused capacity and exit from lower-margin consumer channels
My stock in focus today is $Micron Technology(MU)$ , following its newly released earnings that significantly exceeded expectations and highlighted...
TOPDouglasMalan: MU's HBM lead is unstoppable! Bullish on their margins[看涨]
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koolgal
·
2025-12-18

Technicals vs Fundamentals: The Ultimate Conflict

🌟🌟🌟If a company reports stellar earnings (fundamentals) but the stock creates a massive "Bearish Engulfing " candle (Technicals) what  do you do? A classic recent example is $NVIDIA(NVDA)$  in November this year.  This case highlights how short term technical signals can drive price action even when long term fundamentals remain exceptionally strong. Stellar Fundamentals  AI Dominance : $NVIDIA(NVDA)$  continues its reign as the undisputed leader in AI hardware with massive demand for its GPUs. Strong Growth: NVIDIA consistently reported blockbuster earnings , with revenue growth exceeding analyst expectations. Bullish
Technicals vs Fundamentals: The Ultimate Conflict
TOP1PC: Nice Sharing 😁 @JC888 @Barcode @Aqa @Shernice軒嬣 2000 @Aqa @DiAngel @Shyon
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OptionsAura
·
2025-12-18

QQQ falling period hedging strategy

On December 17 (Wednesday), Eastern Time, the three major U.S. stock indexes collectively closed down. As of the close, the Dow Jones index fell 0.47%, the S&P 500 index fell 1.16%, and the Nasdaq index fell 1.81%.According to the analysis of Associated Press, artificial intelligence-related stocks fell further, dragging down the U.S. stock market. Investors still question whether the stock price is too high and whether the company's huge investment in artificial intelligence can bring enough profits and productivity. In addition, the huge amount of debt some companies carry is also worrying.According to market sources, a major investor of Oracle Bone Inscriptions has withdrawn from one of its data center projects. Oracle's share price fell more than 5%, triggering a collective decline
QQQ falling period hedging strategy
Comment
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665
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Blinkfans
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2025-12-18

Value Investing in Birkenstock: A Deep Dive into Fundamentals, Technicals, and Popularity

Introduction Birkenstock Holding plc (NYSE: BIRK) has emerged as a standout in the footwear industry, blending timeless comfort with modern fashion appeal. This article explores Birkenstock through the lens of value investing, analyzing its fundamentals, technical indicators, dividend potential, and the cultural phenomenon behind its popularity. Fundamental Analysis (FA) 1. Financial Health Revenue and Growth: Birkenstock reported robust revenue growth, with Q4 2025 revenue expected to increase by 18.07% year-over-year. The company's vertical integration ensures high-quality production and cost efficiency. Profitability: Gross Profit Margin: 58.96% (2024Q4), reflecting strong pricing power and cost control. Net Profit Margin: 11.51%, indicating healthy profitability.
Value Investing in Birkenstock: A Deep Dive into Fundamentals, Technicals, and Popularity
TOPMarialina: Strong brand growth potential with DTC channels![看涨]Long-term hold for sure
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Optionspuppy
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2025-12-18

Apple Inc. (AAPL) Performance and Earnings Analysis

$Apple(AAPL)$   Apple Inc. (AAPL) is poised for a strong performance in the fourth quarter of 2025, driven by a combination of strategic product innovations, pricing adjustments, and expanding applications of its devices in healthcare and education. Here’s a detailed analysis: 1. Lower-Priced Vision Pro and Expanded Use Cases Price Reduction: The Vision Pro, Apple's mixed-reality headset, has seen a strategic price reduction, making it more accessible to consumers and institutions. This move is expected to drive higher adoption rates, particularly in sectors like healthcare and education, where the device's capabilities can be leveraged for training and immersive learning experiences. Medical and Educational App
Apple Inc. (AAPL) Performance and Earnings Analysis
TOPMortimer Arthur: Apple stock is being ignored or sold by pros and those in the know.
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General
RabBird
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2025-12-17
$ORCL 20260320 280.0 PUT$  🐯 Oracle’s $10B Data Center “On Hold” — AI Narrative Meets Credit Reality Reuters just reported Oracle’s $10B Michigan data center is now in limbo after Blue Owl (its biggest data center partner) won’t back the deal, citing concerns around Oracle’s rising debt and AI spending. Here’s the real takeaway: ✅ AI demand is real ❌ AI financing isn’t free anymore Why this matters • This isn’t a “chip shortage” problem — it’s a funding problem. When the lender gets cautious, the buildout slows. • Tech is overheated without clear ROI. Credit markets don’t buy vibes — they buy cashflow. • Higher rates = longer payback period. The “infinite AI capex” story breaks the moment financing terms tighten. What I’m
$ORCL 20260320 280.0 PUT$ 🐯 Oracle’s $10B Data Center “On Hold” — AI Narrative Meets Credit Reality Reuters just reported Oracle’s $10B Michigan da...
TOPgroovix: Reality bites when credit cycles turn. AI still needs real cashflows[看跌]
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慢的老人
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2025-12-18
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2.93K
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Tiger_comments
·
2025-12-17

Is Tesla’s Dec 17 Record High A Replay Of History?

$Tesla Motors(TSLA)$ climbed to a record high of $489 on Tuesday, lifting its market capitalization to roughly $1.58 trillion. The rally has been driven by renewed optimism around Robotaxi development, prompting some on Wall Street to reassess Tesla beyond its traditional automaker label.How do analysts view Robotaxi development?Wedbush’s Dan Ives argues that 2026 could mark a true inflection point, as Robotaxi and autonomous driving begin broader commercialization. He projects Tesla’s valuation could exceed $2 trillion, with an upside case toward $3 trillion. Longtime Tesla bull Baron has echoed this view, calling 2026 a potential breakout year as investors increasingly frame Tesla as a leader in real-world AI rather than just a car company.Morga
Is Tesla’s Dec 17 Record High A Replay Of History?
TOPShyon: From my perspective, $Tesla Motors(TSLA)$ move to new highs feels different from past rallies. The market is increasingly valuing Tesla as a real-world AI and autonomy platform, with Robotaxi at the center of the story. The technical breakout supports this shift & a move toward or above $500 is possible, though near-term volatility is likely. On Robotaxi, I’m cautiously bullish. I agree that 2026 is the key inflection point, as unsupervised rides, improving safety data, and the start of Cybercab production could reshape how Tesla is valued. Even partial execution would justify another leg higher beyond traditional auto metrics. That said, I don’t expect a straight line up. ARK trimming highlights short-term risk, and FSD in China by 2026 is upside rather than a base case due to regulatory hurdles. Overall, I remain bullish into 2026, with execution being the real test, and I’m watching real-world rollout data more closely than short-term price action. @Tiger_comments @TigerStars
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Daily_Discussion
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2025-12-18

🚨AI bubble fears resurfacing — What's Your Take?

Markets are swinging wildly — what’s your next move?Drop a trade idea and help others learn. 💬📚Catch up fast:These events rocked the markets today.More NewsTiger Community TOP10 Tickers🎯 S&P500 Most Active Today 👉@TigerObserverWeekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, EarningsCovering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!⚙️ Thursday — Futures Market Monitor price fluctuations in energy, precious metals, and agricultural futures.WTI crude oil futures rose 1.21% to $55.94 per barrel; Brent crude oil futures rose 1.29% to $59.68 per barrel.COMEX gold futures rose 0.9% to $43
🚨AI bubble fears resurfacing — What's Your Take?
TOPMrzorro: $Accenture PLC(ACN)$ rises 3% in pre-market trading after it reports quarterly revenues of $18.7 billion, up 6% in U.S. dollars, and new bookings of $20.9 billion, up 12% in U.S. dollars.
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