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Silverthehorse
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08-13

Lotus Technology to Report Unaudited First Half 2026 Financial Results on Thursday, August 27

Lotus Technology to Report Unaudited First Half 2026 Financial Results on Thursday, August 27 NEW YORK, Aug. 13, 2026 - Lotus Technology Inc. (Nasdaq: LOT) (“Lotus Tech” or the “Company”), a leading global intelligent and luxury mobility provider, today announced that it will report its unaudited financial results for the first half of 2026 on Thursday, August 27, 2026, before market opening in the United States. The Company’s management will host an earnings conference call at 8:00 AM U.S. Eastern Time on Thursday, August 27, 2026, (14:00 Central European Time / 20:00 China Standard Time on the same day). There will be a live audio webcast and a limited-time replay available on the Company’s investor relations website at https://ir.group-lotus.com/news-events/events. Partic
Lotus Technology to Report Unaudited First Half 2026 Financial Results on Thursday, August 27
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638
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AfraSimon
·
08-14

$MRDN’s Hidden Growth Engine Is Scaling Fast 🚀

Expanse Studios is the creative core of $Meridian Hldg(MRDN)$ This segment focuses on building online casino games. In Q2 2026, Expanse continued to grow its global presence. Its games are now available on 1,881 different operator sites, which is 362 more than at the end of last quarter. The studio launched 18 new proprietary games this quarter, bringing its total collection of titles to 95. Additionally: - The number of players grew by 67% - Revenue grew by 138% - Pay-ins grew by 143% - Gross gaming revenues grew by 90% It is clear that this segment is delivering explosive growth. Furthermore, one of the most important moves this quarter was a new partnership with Bragg, a leading distributor in North America, and a deal with Flutter’s Serbian su
$MRDN’s Hidden Growth Engine Is Scaling Fast 🚀
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617
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AfraSimon
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08-14

Nebius 2030 Valuation Model!

In this want I want to calculate $NEBIUS(NBIS)$ price at which the stock could be trading in 2030. After this quarter, I realised that I need to update my assumptions as the company gave more details about pricing and its new asset-light AI segments. I am not gonna make you wait too long: I see 530-690% upside to Nebius stock by 2030! This is who I get there: First, Nebius' 2026 contracted power target is 5GW, which means that Nebius expects to have agreements with utilities to supply them with 5GW of electricity on 31 December 2026. Yet, to bring all this capacity online as active IT power, Nebius will need years, as they have to construct the building and install all the electrical, GPUs, cooling, networking, and other equipment. Thus, I am mode
Nebius 2030 Valuation Model!
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1.71K
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AfraSimon
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08-14

Goldman Sachs: 7 Stocks Riding the $1T AI Investment Wave

Goldman Sachs estimates that AI investment will exceed $1T in 2026! Here are 7 companies benefiting from this investment: 🧵 1. $Micron Technology(MU)$ Drawdown -35% 2028 Revenue CAGR: 43% 2028 Net Income CAGR: 54% 2028 FCF CAGR: 78% FWD P/E: 6 2. $NVIDIA(NVDA)$ Drawdown -5% 2028 Revenue CAGR: 40% 2028 Net Income CAGR: 32% 2028 FCF CAGR: 45% FWD P/E: 23 3. $Lumentum(LITE)$ Drawdown -12% 2028 Revenue CAGR: 61% 2028 Net Income: $5.1B 2028 FCF CAGR: 98% FWD P/E: 43 4. $Broadcom(AVGO)$ Drawdown -14% 2028 Revenue CAGR: 46% 2028 Net Income CAGR: 63% 2028 FCF CAGR: 56% FWD P/E: 26 5. $Taiwan S
Goldman Sachs: 7 Stocks Riding the $1T AI Investment Wave
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1.50K
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nerdbull1669
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08-14

Wall Street Momentum & FOMC Outlook: Market Analysis and Positioning (13 August 2026)

On Thursday, 13 August 2026, Wall Street delivered a broad-based momentum workup, driving the benchmark $S&P 500(.SPX)$ S&P 500 to a record high with a 0.7% to 0.8% gain. The tech-heavy Nasdaq Composite $NASDAQ(.IXIC)$ outperformed with a 0.8% to 1.0% rally, while the Dow Jones Industrial Average tacked on 0.1% to 0.3%. The primary catalysts behind this upward thrust were a double dose of macro relief and earnings validation: Cooling Wholesale Inflation: The July Producer Price Index (PPI) print cooled to 4.7% year-over-year—down markedly from June's 5.5% reading and below Wall Street forecasts. Coming on the heels of softer Consumer Price Index (CPI) data (3.4% YoY), wholesale moderation reassur
Wall Street Momentum & FOMC Outlook: Market Analysis and Positioning (13 August 2026)
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31.08K
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Macquarie Warrants Singapore
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08-14

DBS - new put warrant available as stock nears overbought territory

💫Since last week's earning announcement that exceeded analysts' estimates, $DBS(D05.SI)$ has gained another 4.7% to a new record high of $76.99 on Tues, taking its year to date increase to 35.7% 🤖While its current price of $76.50 is trading above all 50-day, 100-day and 200-day moving averages, Bloomberg AskB points out some indicators that suggest DBS shares may show early signs of cooling Its Relative Strength Index (RSI) for example, currently stands at 68.8 - approaching but has not breached the 70 overbought threshold, meaning momentum is strong but warrants monitoring for a potential pullback or consolidation Its MACD shows a slight bearish crossover (MACD line just below signal), suggesting near-term momentum may be softening after a stro
DBS - new put warrant available as stock nears overbought territory
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723
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Mkoh
·
08-14

Warren Buffett’s Real Edge: Two-Stack Leverage

Most retail investors think Warren Buffett got rich purely by picking good stocks. They miss the actual engine under the hood: a stacked leverage model. Its a simple setup, but it compounds viciously when done right. Stack 1: Businesses That Are Short Fiat Currency Buffett’s favorite core holdings—like Coca-Cola or Apple—don't just make profits; they act as a natural hedge against money printing. These companies possess: Pricing power: When inflation hits, they raise prices overnight without losing sales. Low capital intensity: They don't need to sink millions into new factories or heavy machinery just to maintain their size. High returns on capital: They generate massive free cash flow that can be re-invested or handed back to shareholders. Because these assets outpace inflation and requi
Warren Buffett’s Real Edge: Two-Stack Leverage
TOPDollydolly: Discipline is the missing piece. Float only works if you stop paying silly prices
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nerdbull1669
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08-14

Micron Reclaims $1 Trillion Market Cap: Structural AI Shift Drive Memory Sector Growth

Micron Technology’s ascension to the $1 trillion market cap threshold marks a fundamental paradigm shift in how global financial markets value memory chipmakers. Traditionally regarded as commoditized, highly cyclical "pig-iron" vendors whose fortunes rose and fell with PC and smartphone refresh cycles, memory producers have been re-rated as critical bottleneck providers for the generative AI revolution. The rally in $Micron Technology(MU)$ Micron (MU), alongside peers SK Hynix and Samsung, is not merely a temporary cyclical rebound. Instead, it represents a structural multi-year expansion driven by High-Bandwidth Memory (HBM3e/HBM4) demand and an severe supply squeeze in conventional DRAM. 1. Memory Sector Dynamics: Rebound vs. Structural Reversal
Micron Reclaims $1 Trillion Market Cap: Structural AI Shift Drive Memory Sector Growth
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816
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Option_Movers
·
08-14

Option Movers | Super Micro Computer Bullish Options Flow Tops Bearish Bets by $20M; Micron OTM Put Purchases Signal Bearish Sentiment

Market Overview The ‌S&P 500 notched ​a record-high ​close on Thursday (Aug 13), fueled by advances in Sandisk and other heavyweight technology stocks, as tame producer price inflation data supported expectations the Federal Reserve will not raise interest rates at its September ‌meeting. Regarding the options market, a total volume of 61,263,758 contracts was traded, of which 60% were call options. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $SPCX(SPCX)$, $MU(MU)$, $AAPL(AAPL)$, $INTC(INTC)$,
Option Movers | Super Micro Computer Bullish Options Flow Tops Bearish Bets by $20M; Micron OTM Put Purchases Signal Bearish Sentiment
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787
General
Aaronykc
·
08-13
$Microsoft(MSFT)$  Monday printed a bearish candle stick, a retracement or consolidation is a likely outcome after a strong rally. A pullback would be a great buying opportunity, first buy zone is $468 second is $456 the ultimate support level is $430 if you are bullish on msft that would be a great buy if price can drop that low. 
$Microsoft(MSFT)$ Monday printed a bearish candle stick, a retracement or consolidation is a likely outcome after a strong rally. A pullback would ...
TOPLeoIII.: I checked the weekly too, 468 lines up clean. If that cracks, 456 probably gets tested fast
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663
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Jontrade
·
08-13
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484
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moliya
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08-13
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344
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TGBboon
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08-13
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370
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DengDeng
·
08-14
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2.71K
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SarahDeeDee
·
08-14
$UOB(U11.SI)$ UOB Will you bounce? You did in June, can you do it again? I will have to make a decision to cut or add positions. Banks be my Gibraltar ^=^
$UOB(U11.SI)$ UOB Will you bounce? You did in June, can you do it again? I will have to make a decision to cut or add positions. Banks be my Gibral...
TOPTigerBarb: It’s not an egg, surely it will bounce 😊
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1.76K
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DengDeng
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08-14
2
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1.21K
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Maverick AI
·
08-13

CoreWeave Q2: Faster Builds, Better Margins, More Debt

$CoreWeave, Inc.(CRWV)$ shares rose after its Q2 2026 results. Revenue grew 112%, but the key gain was faster power and GPU roll-out. Adjusted operating margin also rose from its Q1 low.$Tradr 2X Long CRWV Daily ETF(CWVX)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$$Leverage Shares 2X Long CRWV Daily ETF(CRWG)$ Demand remains strong and near-term supply is sold out. Yet debt, interest and future depreciation keep rising. 1. Sales grew fast, with more gains due in H2 Q2 revenue was $2.58 billion, up 112% year on year and 24% from Q1. The result was close to
CoreWeave Q2: Faster Builds, Better Margins, More Debt
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