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一追再追
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03-02
$DUALITYBIO-B(09606)$ 這是我人手操作的交易分享:我對映恩生物的操作每每有神來之筆[得意]  今日因跌股市大跌又跌入射程範圍了,先入一手觀察再跟進!
09606
03-02 10:40
HKDUALITYBIO-B
SidePrice | FilledRealized P&L
Buy
Open
301.40
100
-3.38%
Holding
DUALITYBIO-B
$DUALITYBIO-B(09606)$ 這是我人手操作的交易分享:我對映恩生物的操作每每有神來之筆[得意] 今日因跌股市大跌又跌入射程範圍了,先入一手觀察再跟進!
TOPmizzmo: Experts at the bottom of the market, follow the order and wait to eat meat!
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Emotional Investor
·
03-02
So I've been blathering on about gold and silver since the beginning of this year. So I am in $Pan American Silver(PAAS)$  which is a silver mining company, it mines silver and gold and pays a dividend. Last year I also brought $Santana Minerals Ltd(SMI.AU)$ and $SILVER MINES LTD(SVL.AU)$  these are both pre mining companies. The former is a gold miner in New Zealand, the latter is silver miner in Australia. Both are yet to obtain the permits to mine, but are well down the track. Plus both Countries are very stable. Not sure I'd buy a mining company based in Mexico atm by comparison. Ok so all their proven gold and silver reserve
So I've been blathering on about gold and silver since the beginning of this year. So I am in $Pan American Silver(PAAS)$ which is a silver mining ...
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Lanceljx
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03-02
Yes, geopolitical premium is very likely being repriced upward right now. But whether gold reaches USD 6,000 depends less on war headlines alone and more on whether this conflict becomes structural rather than temporary. Let us separate signal from noise. --- 1. What just changed in markets (and why it matters) The current situation is not a routine Middle East flare-up. Recent reports confirm a large-scale coordinated US–Israel military campaign targeting Iran’s leadership, missile systems and military infrastructure, with multi-day operations ongoing and casualties already reported. The strikes hit hundreds of targets and eliminated senior Iranian figures, sharply escalating regional risk.  This matters because markets price gold not on war itself, but on uncertainty duration: Short
Yes, geopolitical premium is very likely being repriced upward right now. But whether gold reaches USD 6,000 depends less on war headlines alone an...
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Lanceljx
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03-02
At this stage, it looks more like a tactical relief rally than confirmation of a full risk-on reset, though the market is clearly testing that possibility. The key is understanding what Bitcoin and oil are signalling together. --- 1. Why Bitcoin is acting as a weekend “risk barometer” Crypto now trades as a liquidity proxy, not purely a speculative asset. The repeated pattern you observed matters: Shock event → forced de-risking (BTC sells off first) Liquidity reassessment → fast rebound Stronger rebound each cycle → investors willing to re-add risk quickly This suggests positioning is not defensive enough. Markets still expect macro liquidity support (rate cuts, stable growth), so dips are bought rather than feared. A stronger rebound this time indicates risk appetite remains intact benea
At this stage, it looks more like a tactical relief rally than confirmation of a full risk-on reset, though the market is clearly testing that poss...
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404
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Lanceljx
·
03-02
The move you are describing shifts oil from a headline-driven spike into a genuine supply-risk scenario. A Strait of Hormuz disruption is one of the few events that can rapidly reprice global energy markets because it affects transit, not just production. --- 1. Why the Strait of Hormuz matters disproportionately The market is reacting correctly. Roughly: ~20 million barrels/day transit the strait ≈20% of global oil consumption Includes exports from Saudi Arabia, UAE, Kuwait, Iraq, not only Iran Even a partial disruption creates stress because oil logistics operate with very thin spare transport capacity. The immediate risk is not physical shortage first, but: tanker insurance withdrawals sharply higher freight rates delayed shipments precautionary stockpiling by importers These factors al
The move you are describing shifts oil from a headline-driven spike into a genuine supply-risk scenario. A Strait of Hormuz disruption is one of th...
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xc__
·
03-02

STI Crashes 2.2% on Iran War Fears: Grab DBS at $55 Before It Skyrockets? 💥📉

$Straits Times Index(STI.SI)$ Buckle up, investors! The Straits Times Index took a nasty hit today, plunging 2.2% to close at 4,883 amid escalating US-Iran tensions that's got oil spiking and everyone scrambling for safe havens like gold and Treasuries. 😱 But hey, is this the perfect storm for a buy-the-dip frenzy? With banks like DBS sliding to $55.63 (down 2.6%), airlines getting hammered, and defense plays like ST Engineering bucking the trend with a solid 2.8% gain, there's rotation happening faster than you can say "geopolitical chaos." Let's dive deep into why this dip might be your golden ticket – or a trap to avoid. 🚀 First off, the big picture: Oil's up a whopping 6.6% to $71.46 per barrel thanks to strikes disrupting crude flows throug
STI Crashes 2.2% on Iran War Fears: Grab DBS at $55 Before It Skyrockets? 💥📉
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Barcode
·
03-03 03:14
$S&P 500(.SPX)$ $Warner Bros. Discovery(WBD)$  $Boeing(BA)$  📈📊 S&P 500 March Patterns: Enduring Gains Confront Escalating Volatility Amid Geopolitical Flux 📊📉 Data from 1913 onwards positions March as a favourable period for the S&P 500, yielding an average return of approximately 1.0% alongside a 64% success rate. Figures since 1950 refine this to an average of 1.13%. The query persists: will prevailing dynamics sustain this trajectory? Positioned near peak valuations, the index navigates a transforming volatility regime. The VIX has ascended to 21-22 in initial March 2026 sessions, departing from prior lows, propelled by heightened
$S&P 500(.SPX)$ $Warner Bros. Discovery(WBD)$ $Boeing(BA)$ 📈📊 S&P 500 March Patterns: Enduring Gains Confront Escalating Volatility Amid Geopolitic...
TOPAndreaClarissa: Solid analysis! Bullish on S&P this month.[看涨]
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Emotional Investor
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03-03 13:40
I would be very cautious investing in oil and gas at present. Having said this, I recently put money on $Exxon Mobil(XOM)$ $Chevron(CVX)$  and a few Canadian oil and gas stocks. I've also been in $Venture Global, Inc.(VG)$  for a while now, but for different reasons... massive growth potential there. So I've been getting into oil and gas stocks because I saw a nice cyclical play there. Over time I saw it as a smoothing hedge to my more volatile stocks. I had a plan to just DCA into them over the next year. The over the weekend missles started flying. This could cause oil shortages short term. That mite put pressure on oil prices short
I would be very cautious investing in oil and gas at present. Having said this, I recently put money on $Exxon Mobil(XOM)$ , $Chevron(CVX)$ and a f...
TOPpopzi: Spot on with defense play, mate! Might dive in myself.[看涨]
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KYHBKO
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03-03 14:25

Summary of Recent Developments in Private Credit (from Blue Owl to BlackStone)

Summary of Recent Developments in Private Credit In early March 2026, Blackstone's BCRED (Blackstone Private Credit Fund), the largest private credit fund with around $82 billion in assets, reported record redemption requests totaling 7.9% of shares for Q1 — equivalent to roughly $3.7 billion at current valuations. This exceeded the fund's standard quarterly repurchase limit of 5%. Blackstone $Blackstone Group LP(BX)$ addressed the situation by: Increasing the tender offer to 7% of the fund. Covering the remaining 0.9% (about $400 million) through investments from the firm and its employees. Fulfilling all requests this quarter, consistent with its practice since inception. The fund had over $8 billion in liquidity at the end of 2025 and received ab
Summary of Recent Developments in Private Credit (from Blue Owl to BlackStone)
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Optionspuppy
·
03-03 14:54

Options puppy analysis Why I bought SIA at 6.70 and taking 5% of dividend yearly SGD 688 Cash Vouchers* up for grabs

Find out more here: SGD 688 Cash Vouchers* up for grabs Why I Bought Singapore Airlines at $6.70 — A 5% Dividend with Structural Travel Demand When I bought Singapore Airlines (SIA) at S$6.70, many people asked me whether I was chasing yield or trying to time a rebound. My answer is simple: I am buying a high-quality national carrier at a reasonable price, with a solid dividend yield, supported by structural travel demand. At S$6.70 and with a dividend of around S$0.335 per share, the yield co
Options puppy analysis Why I bought SIA at 6.70 and taking 5% of dividend yearly SGD 688 Cash Vouchers* up for grabs
TOPcozyzi: Solid buy! SIA's 5% yield is a gem lah.[强]
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Optionspuppy
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03-03 14:59

Optionspuppy Why I buy IAU at 95.57 as a diversified tool . SGD 688 Cash Vouchers* up for grabs

🌍 Geopolitical Shock Changes the Game The recent escalation between Israel and Iran under “Operation Roaring Lion,” alongside U.S. strikes confirmed by Donald Trump, has completely shifted the tone of global markets. When missiles fly and headlines turn serious, investors don’t wait around — they reprice risk immediately. That’s where gold comes in. And that’s exactly why I bought the iShares Gold Trust (IAU) at 95.57. Now it’s already at 99.4. ⸻ 🎯 This Was a Calculated Hedge, Not a Random Trade This wasn’t emotional buying. It was a hedge. When geopolitical tension rises — especially involving oil routes, naval forces, and missile capabilities — markets start pricing in uncertainty. Energy prices can spike. Inflation expectations can rise. Growth stocks can wobble. I’m holding stocks long
Optionspuppy Why I buy IAU at 95.57 as a diversified tool . SGD 688 Cash Vouchers* up for grabs
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438
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koolgal
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03-03 15:02
🌟🌟🌟As of March 3 2026, Greg Abel is now the CEO of $Berkshire Hathaway(BRK.B)$ .  He inherits a staggering pile USD 373.3 billion cash hoard.  This represents both Berkshire's greatest challenge and its most potent weapon.  While the market reacted with a 5% dip following a 30% drop in Q4 operating profits, Greg Abel's first annual letter made one thing crystal clear :  The blueprint is not changing. Abel said that he will use this massive cash pile not as a retreat but as a strategic dry powder.  This means that he will only act when valuations provide a significant margin of safety.  He only intends to deploy this cash at the right time, especially when others are fearful. Greg Abel will continue in the same trad

【🎁有獎話題】Greg Abel正式接棒巴菲特!後巴菲特時代嘅伯克希爾會唔會有大動作?

@愛吃辣的小老虎
小虎們大家好呀!在上週英偉達、Circle、CRWV、百度、UUU等多家財報公佈業績表現後,伯克希爾在上週末也交出了2025年財報以及伯克希爾新掌門人Greg Abel的首份股東信,後巴菲特時代的伯克希爾會有大動作嗎?一起來看看~~~[Great] 股神交出完美答卷!伯克希爾Q4運營利潤跌30%! 根據最新財報數據顯示,2025年Q4,伯克希爾實現淨利潤按年下滑2.5%至192億美元;全年實現總營收為3714.44億美元,與上年基本持平;歸屬公司股東淨利潤為669.68億美元,相比上年同期有明顯下滑(889.95億美元)。[Cool] 而市場與投資者更加關注的經營利潤(operating earnings)更是慘不忍睹,全年經營利潤相比上年下滑6%至444.86億美元,Q4經營利潤按年下滑約30%至102億美元,主要來自保險與其他分部的業績下滑: 保險承保:Q4利潤為15.61億美元,按年下滑54%;2025年全年為72.58億美元,低於去年的90.20億美元; 保險投資收入:Q4按年下滑24.85%至30.72億美元,全年同比下滑8.5%至125.13億美元; BNSF鐵路:Q4為13.47億美元,2025年為54.76億美元,均略高於上年同期; 伯克希爾哈撒韋能源(BHE):Q4為6.91億美元,略低於上年同期(7.29億美元),2025年為39.79億美元,高於上年同期(37.30億美元); 製造、服務與零售:Q4為33.70億美元,2025年為136.47億美元。 從整體財報來看,毫無疑問保險業務部分的波動直接影響了伯克希爾當期經營利潤的彈性,雖然賬面浮盈改善,但是賣出兌現規模相較於2024年明顯收縮。伯克希爾不斷提醒投資者,不應過度關注其投資組合的短期表現,並強調GAAP要求將股票投資的未實現盈虧計入當期損益,使得單季甚至單年淨利潤「沒有意義」![LOL] 而大家
【🎁有獎話題】Greg Abel正式接棒巴菲特!後巴菲特時代嘅伯克希爾會唔會有大動作?
🌟🌟🌟As of March 3 2026, Greg Abel is now the CEO of $Berkshire Hathaway(BRK.B)$ . He inherits a staggering pile USD 373.3 billion cash hoard. This r...
TOPMeet0: Spot on! Abel's cash hoard is a game-changer. Exciting times ahead.[强]
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PeterDiCarlo
·
03-03 16:48

$TSLA, $NVO, $NVDA / $QQQ Highlight Critical Monthly BX Signals

March is shaping up as a pivotal month for these major names. Monthly BX readings show $TSLA at a key bounce point, $NVO experiencing a decisive rotation, and $NVDA / $QQQ flashing cautionary bearish signals. Data-driven moves are crucial—protect capital, not feelings. 1. $Tesla Motors(TSLA)$ If $TSLA is going to bounce, this is the spot. Huge month coming up: without strong follow-through, Monthly BX can close dark red and flip the script. For now, all our criteria are still met, so I remain bullish on $TSLA. 2. $Novo-Nordisk A/S(NVO)$ I just took a 27% loss on $NVO … and I’d still take that trade again. BX was bullish, criteria was met, then the stock nuked and Monthly BX flipped red. I cut it and rotate
$TSLA, $NVO, $NVDA / $QQQ Highlight Critical Monthly BX Signals
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Tiger_comments
·
03-03 16:44

Mag 7 at Historical Low! Who is Gifting an "Entry Point"?

As of early March 2026, Mag 7 have faced a collective pullback, fueled by escalating geopolitical tensions in the Middle East and growing skepticism over the AI capex. However, this volatility has created a historic technical setup: $NVIDIA(NVDA)$ and $Microsoft(MSFT)$ have once again plunged into their most "undervalued" territory in five years.For veteran investors, this isn't just a correction, it’s the market "handing out checks" again. Let’s look at the valuation landscape through the lens of the March 2nd closing data:1. $NVIDIA(NVDA)$ is trading at roughly 21.5x Forward P/E, another cheapest level over the past five years.Nvidia’s FY2026 Q4 results were no
Mag 7 at Historical Low! Who is Gifting an "Entry Point"?
TOPicycrystal: As of March 3, 2026, analysts maintain a strong bullish outlook on both Nvidia and Microsoft, despite recent volatility. Microsoft, currently trading at $394.17, is viewed by many as a bargain at the $400 level with significant upside potential. Meanwhile, Nvidia remains a "Strong Buy" ahead of its upcoming GTC conference, though the broader market is beginning to shift some focus toward other sectors like Energy and Industrials as the "Magnificent Seven" trade diversifies. Is Microsoft a Buy at $400? Wall Street analysts overwhelmingly consider Microsoft a "Strong Buy" at its current price. Nvidia's GTC conference (March 2026) is widely expected to be a major catalyst. Conference Outlook: Analysts from Bank of America and Wells Fargo view recent price dips as a favorable buying opportunity ahead of the event, anticipating positive updates on the Rubin GPU platform and networking growth.
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TRIGGER TRADES
·
03-03 16:10

$SPX Triangle Complete Target 6,720–6,500 Watch 6,915 Close

The triangle I've been tracking on $S&P 500(.SPX)$ is nearing completion, if not already complete. A-B-C-D-E. Textbook. Right into the Daily FVG resistance at 6,883–6,915. This is where it terminates. What follows is a sharp C-Wave decline to SPX 6,720–6,500. ⚠️: Daily close above 6,915 threatens crossing the triangle invalidation at 6,953. The setup is here. The move is next. Bookmark this. PS: New weekly update — setting the stage for a pivotal week. $SPX holds a bearish triangle setup and could see a sharp resolution lower as soon as this week. 6,720 is the high probability target with downside scope to 6,500. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG,
$SPX Triangle Complete Target 6,720–6,500 Watch 6,915 Close
TOPSuperDuper1: Good analysis , though the NDX seemed to have already completed the bearish pattern. Let’s wait and see. Thx
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OptionsAura
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03-03 15:38

Option layout strategy under gold's surge and shock

Recently due toThe situation in the Middle East escalates(The United States and Israel launch military operations against Iran, etc.), market risk aversion has heated up, gold, as a traditional safe-haven asset, is favored by funds, and the price onceImpact high。 Multiple reports show spot and futures gold prices supported by safe-haven buyingOnce rose sharply。 But it also appears at high levelsVolatility adjustment: Due to factors such as the strengthening of the US dollar and changes in risk appetite, the price of gold has experienced a technical pullback/retracement or consolidation, suggesting that the market's expectations for the persistence of the conflict are inconsistent. In addition, in different markets around the world, the short-term amplitude of gold prices has increased sign
Option layout strategy under gold's surge and shock
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Trend_Radar
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03-03 14:21

PLTR rallies above 145 as bulls push toward $150 zone

$Palantir Technologies Inc.(PLTR)$ Palantir Technologies Inc.(PLTR) Rallied +5.82%: Momentum Surges Above $145 as Bulls Target $150 Zone Latest Close Data: As of March 2, 2026, PLTR closed at $145.17, a strong gain of +5.82% from the previous close. The stock remains approximately 30% below its 52-week high of $207.52. Core Market Drivers: The price action reflects ongoing market optimism for AI and data analytics platforms, with Palantir being a key beneficiary. A significant net capital inflow of ~$164 million for the day suggests strong buying interest, potentially driven by broader tech sector strength and anticipation of continued government and commercial contract momentum. Technical Analysis: The rally was supported by robust volume (1.41x
PLTR rallies above 145 as bulls push toward $150 zone
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Ah_Meng
·
03-02
$ProShares Ultra Silver(AGQ)$   March is here and silver is up... however this uptrend acceleration has nothing to do with what I wrote last week about the tightening of physical silver... or is it? I am not going to read too much into this price hike. The only time we can tell is when the new conflict subsides. Interestingly, history has predicted this war. I read about the prediction during the Winter Olympics... strange as it may sound, apparently the conclusion of Winter Olympics has in recent times been associated with a conflict (war). The article had in fact ruled out China-Taiwan, among others. It landed squarely on US-Iran as the most likely conflict given the intensely pretentious negotiations that have
$ProShares Ultra Silver(AGQ)$ March is here and silver is up... however this uptrend acceleration has nothing to do with what I wrote last week abo...
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boonk
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03-02
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Shunsund
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03-02
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