1.01K
·
11-03 17:42
Apple: record revenue guide, margin guide lowest since 2023. Who has the pricing power in memory?
$Apple(AAPL)$ 3 Nov 2026 | Apple FQ4 2026 results (unaudited release) Apple says the Dec quarter will be its best for revenue in company history: guided revenue +7% to +10%. The gross margin guide is 45% to 46%. The 45.5% midpoint would be the lowest since the Sep-2023 quarter (45.2%). A year ago the Dec quarter ran 48.2%. Record revenue, thinner margin. My read: this is a memory squeeze Apple is paying to get ahead of, not a one-quarter blip. Record revenue, almost flat gross profit At the midpoints, revenue would be about $156.0B, +8.5%. Gross profit would be about $71.0B, only +2.5% on last year's Dec quarter (math is mine). Almost all of the extra revenue goes to costs. The staircase, in points The Sep quarter printed 47.9%, about
TOPPnnnnn: Investing requires patience, discipline, and careful research. Diversifying investments, managing risks, and focusing on long-term goals are crucial for building sustainable wealth and achieving financial success.
4.81K
·
11-03 18:05
Why I See an Opportunity for a Rebound in U.S. Stocks Despite Ongoing Risks？
English Version： After a sharp selloff, investors tend to fall into one of two camps: those who believe the worst is over and a rebound could come at any moment, and those who fear the decline is only just beginning. U.S. equities now sit squarely between those two views. Major indexes are approaching key technical levels, leadership in technology stocks is starting to weaken, and investors are looking for safe havens. But what happens next will depend on more than how far the market has fallen over the past few days. Two major catalysts will matter most: the U.S. midterm elections and Nvidia’s earnings. $1.5倍做空NVDA ETF-Tradr(NVDS)$ $英伟达(NVDA)$ $标普500(.SPX)$
TOPNVDA earnings matter more here. If IV stays this elevated, does the post-earnings move even clear the implied range?
6.03K
·
11-03 17:41
Trade to Win Season 3 Awards Ceremony — Event Highlights | 31 Oct
Trade to Win (TTW) traders came together to celebrate the achievements of Season 3, exchange trading insights and prepare for an exciting new season ahead. Event Venue Setup Breakfast for Participants Celebrating Season 3's Top Traders and Winning Teams Season 3 marked another exciting chapter for the Trade to Win community. The ceremony revisited the season's trading highlights and leaderboard achievements before honoring the top traders, leading teams and standout performers across futures, index options and DLCs. From impressive individual returns to the collective efforts of winning teams, the awards showcased the diverse trading styles, determination and team spirit that defined Season 3. SocGen DLCs Leaderboard – 1st Place SocGen DLCs Leaderboard – 3rd Place Cboe Index Options Leader
TOPCongratulations 🎉👏 to All the Winners 🏆🎈 @JC888 @Barcode @koolgal @DiAngel @Aqa @Shyon @Shernice軒嬣 2000
1.12K
·
11-03 15:34
Technology shares de-risked ahead of the election
The $Invesco QQQ(QQQ)$ fell 1.37 per cent on Monday and the $S&P 500(.SPX)$ declined 0.52 per cent. All 435 House seats and 35 Senate seats are being contested in the US midterm election. A change in congressional control could alter expectations for taxation, technology regulation, AI data-centre approvals and government spending. The election was not the only reason technology shares fell. Oracle lost 8.78 per cent, AMD fell 7.59 per cent and Intel declined 8.97 per cent as investors continued to reduce exposure to companies associated with heavy AI investment. The result may shape the policy path, but companies still need to prove that investment can produce profit an
TOPThe correction is a healthy one. I think the AI and chip related stocks had a good run from the beginning of the year. Investors are seriously looking whether this will in turn generate good profits to companies. Good luck.
14.79K
·
11-03 15:47
[Stock Prediction] Intel Plunges 29%. Is AMD Next?
Intel plunged nearly 29% after its latest earnings report, as a disappointing outlook raised fresh concerns about the semiconductor industry's growth prospects. The selloff spread across the sector, dragging AMD down nearly 11% on Friday. AMD fell another 7.5% on Monday, closing at $466.84. $Intel(INTC)$ Now, all eyes are on $Advanced Micro Devices(AMD)$ , which reports third-quarter earnings after the closing bell on November 3. AMD has a different growth story from Intel. Its EPYC server processors are gaining traction in data centers, while its Instinct AI accelerators are competing for a share of the booming AI infrastructure market. What Wall Street Expects According to Bloomberg BEST consensus estima
TOPMy prediction:B. Gain 5%–10%. AMD has a stronger growth story than Intel, particularly in data-center CPUs and AI accelerators. Its Q2 data center revenue surged 107% year over year to $6.7 billion, demonstrating that demand is translating into real business growth. Its expanding partnerships with Meta, Microsoft and Anthropic also strengthen its longer-term AI opportunity. However, I wouldn't expect an explosive rally. With AMD trading at a premium valuation, simply beating the $13.08 billion revenue estimate may not be enough. Investors need convincing Q4 guidance, stronger AI accelerator shipments and evidence that Helios can generate meaningful revenue in 2027. My view:AMD has better fundamentals than Intel, but expectations are already high.A solid earnings beat combined with optimistic guidance could trigger a relief rally. I'm cautiously bullish, favoring a 5%–10% rebound rather than chasing a 10%+ spike. @Tiger_Earnings [龇牙]
1.96K
·
11-03 15:24
Hot Stocks Snapshot: $FSLR, $AMZN, $DKNG, $MRVL, $INTC & $MSTR
Several high-profile stocks are approaching key technical turning points. $FSLR is consolidating near support, $AMZN is up 9.5% since last week's entry, and $DKNG is heading into earnings with a bullish outlook. Meanwhile, $MRVL's daily structure has broken, $INTC is moving toward a long-term buying zone, and $MSTR has gained more than 40% since its summer bottom. Here are the latest setups and key price levels to watch. ☀️ $First Solar(FSLR)$ First Solar is compressing right at support, making this a critical moment for the current setup. The post-earnings rally remains intact, and the bullish outlook is unchanged. This may be the final opportunity for the stock to break out, provided support holds. 📦 $Amazo
TOPThanks for sharing. Will keep a lookout on those counter. As of intel, I believe, for short term, it may continue to decline to cover the gap at around 44 dollars area.
1.43K
·
11-03 15:20
Smart Money Zone Updates: $AMZN, $TEM, $CAVA & $AMD
Several stocks are approaching important technical levels, with recent rebounds putting key setups back in focus. $AMZN and $CAVA have rallied from their Smart Money Zones, $TEM has gained 25% since its Silver Bullet signal, while $AMD is heading into earnings at a critical support level. Here are the latest updates and price levels to watch. 🟢 $Amazon.com(AMZN)$ bounced directly from our Smart Money Range, putting the position up approximately 9.5%. The stock is now approaching key resistance, while its internal structure continues to form lower highs. That pattern needs to change before the next leg higher. $256 is the final major resistance block on the volume profile. A breakout above that level, followed by a sustained hold, could put all-tim
TOPSeveral stocks are approaching important technical levels, with recent rebounds putting key setups back in focus. $AMZN and $CAVA have rallied from their Smart Money Zones, $TEM has gained 25% since its Silver Bullet signal, while $AMD is heading into earnings at a critical support level.
4.46K
·
11-03 15:14
20 steps to turn $2000 into $1,000,000+ in 2027
20 steps to turn $2000 into $1,000,000+ in 2027 (if you work full-time) 1. Open 2 brokerage accounts 1 for swing trading and 1 for scalping. 2. Put $1000 into it each of them. 3. Use $1000 for scalping so take only 0-3 trades a day max (always, do not break this rule) 4. Use $1000 for swing trading 1-2 contracts at a time. Pick strong companies $NVIDIA(NVDA)$ $Apple(AAPL)$ $Tesla Motors(TSLA)$ $Meta Platforms(META)$ $Alphabet(GOOG)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$
TOP20 steps to turn $2000 into $1,000,000+ in 2027 (if you work full-time) 1. Open 2 brokerage accounts 1 for swing trading and 1 for scalping. 2. Put $1000 into it each of them. 3. Use $1000 for scalping so take only 0-3 trades a day max (always, do not break this rule) 4. Use $1000 for swing trading 1-2 contracts
20.08K
·
11-02
$SPDR Portfolio S&P 500 ETF(SPYM)$ 🌟🌟🌟I invest in SPYM because it instantly makes me a co-owner of the strongest , most resilient companies in the US. I don't have to guess which individual business will win the next decade. SPYM does the heavy lifting for me. Sure, SPYM has dipped recently but I don't let short term fluctuations shake my focus. Over the long term, these elite 500 US companies grow their revenues, adapt to new technologies and expand their profits. Investing does not have to be complicated with SPYM. It is simple and yet so powerful. @TigerStars @Tiger_comments
TOPYes, investing In S&P ETF also offers saving the hassle of deciding what to buy. Historically, it also offer ROI and minimum volatility as compared to a single stock.
8.72K
·
11-02
Navigating the Global Liquidity Dip with GLD ETFs & DLCs in SGX
🌟🌟🌟The global financial landscape has experienced a sharp tectonic shift. Spot Gold prices have recently corrected below the psychological crucial USD 4,000 per ounce threshold. This pullback isn't a failure of Gold's intrinsic value but rather a direct reaction to a hawkish Federal Reserve, rising US bond yields and severe cross market deleveraging. As corporate earnings faced pressure, institutional fund managers were forced into liquidity driven selling - liquidating their must liquid assets, Gold, to cover margin calls and equity losses elsewhere. Yet beneath this temporary surface noise, a massive structural floor is being laid: global central banks are buying Gold at a historic, unprecedented pace. Driven by a fierce desire to de-dollarise and diversify away f
TOPGold prices have been going down quite a lot lately together with the technology stocks, i seriously wonder where are the money going to now. Everything is down and what is up.
2.00K
·
11-03 14:37
What I’m Buying in November 2026: 4 Stocks Added, 1 Sold
I'm selling 1 stock and adding 4 new positions to my portfolio this month. The goal remains the same: build a concentrated portfolio of companies with the potential to deliver 10x returns over the next decade. 💰 The Asymmetric Portfolio Strategy Each month, I'll invest $500 in new capital, selecting from my Asymmetric Universe of 25 companies. The allocation rules are straightforward: Monthly investment: $500. If the $S&P 500(.SPX)$ or $NASDAQ(.IXIC)$ falls 20% below its all-time high, monthly investment increases to $1,000. If either index falls 30%, monthly investment increases to $1,500, with further increases as the market declines. Any stock in the Asymmetric Universe can be selected. Stocks can
538
·
11-03 14:49
$SPX Bounce Rejected: Wave 5 Downside Targets September Lows
The bulls briefly pushed the $S&P 500(.SPX)$ back above a key momentum level today, but the move quickly failed. The index was slammed back below it, reinforcing the bearish setup. The current Elliott Wave count points to Wave 5 lower, with the September lows as the next downside target. I’m watching for a potential bounce only after those lows are tested and broken—not before. The broader structure is also worth noting. From the 2022 low, the $SPX has traced a clear five-wave advance: Wave 2: The deepest correction. Wave 4: A shallower pullback. The traditional Elliott Wave Principle allows counts structured this way. Elliott Wave 2.0 aims to make the process simpler and more systematic. I’ve even coded the approach. This isn’t about dismissi
TOPI wonder S&P will follow which news , war or peace deal..
504
·
11-03 14:31
Hims & Hers: Testosterone, Peptides, and a Podcast
$Hims & Hers Health Inc.(HIMS)$ ( ▼ 8.82% ) may be the most controversial stock in the Asymmetric Portfolio. Some investors think it’s a disruptive company with 10x+ potential. Others think it’s a parasite on society. Hims & Hers’ Catalysts There’s a story in any stock. A rise. A fall. And with Hims & Hers, the story is ongoing and volatile. I’ll be back with more on the story after earnings early next week, but I thought we should cover some of the latest with the company. The Value I’m going to start with the value, or what we pay as investors. Hims & Hers is in its high growth phase, so we shouldn’t be valuing the company based on earnings or free cash flow. The price-to-sales multiple is the most appropriate, and shares trade n
715
·
10-30
I would hold on to the mega caps and ride out the current market volatility. However will hold sufficient reserve to enter market when right opportunity appears.
680
·
11-03 13:28
Tech Stocks Under Pressure: Hedge Now or Buy the Dip Before Midterm Results?
Technology stocks are facing two sources of uncertainty at the same time: US midterm elections and growing concerns about the sustainability of AI infrastructure spending. On Monday, the Nasdaq 100 ETF (QQQ) fell 1.37%, while the S&P 500 declined 0.52%. Technology stocks remained under pressure as investors assessed the potential impact of election outcomes on corporate taxes, technology regulation, AI data-centre approvals and government spending. The timing is particularly interesting because the market is already questioning whether enormous AI investments will generate sufficient returns. For investors, the challenge is deciding whether the current weakness represents a temporary period of uncertainty or an early warning that risk appetite is changing. Here are five things I would
TOPThe real split is capex turning into cash flow. How many quarters can the AI ROI lag stretch before QQQ starts repricing harder?
906
·
11-03 13:22
AMD’s AI Ambitions Face a Bigger Test: Can MI450 Deliver the Next Wave of Growth?
$Advanced Micro Devices(AMD)$ is approaching an important earnings test, and the market is clearly becoming more demanding. Shares fell 7.59% on Monday ahead of Tuesday’s earnings announcement, suggesting investors are reducing exposure rather than positioning aggressively for a positive surprise. The expectations are already high. AMD previously guided for approximately $13 billion in quarterly revenue, plus or minus $300 million, with a non-GAAP gross margin of 54.5%. Meanwhile, analyst consensus has moved to approximately $13.22 billion in revenue and $1.97 in earnings per share. This creates an interesting situation. AMD could deliver another strong quarter and still disappoint investors if its forward outlook does not justify the va
TOP13.22B revenue is fine, but premium multiples need proof that MI450 turns pipeline into real demand. What multiple still makes sense if margins stall here
640
·
11-03 13:18
The AI Debt Boom Is Getting Bigger: Is the Cost of Building the AI Future Becoming a Credit Risk?
The AI investment boom is entering a new phase, and the latest developments in the US bond market suggest that the cost of building the next generation of AI infrastructure is becoming increasingly difficult to ignore. On Monday, Oracle led 17 companies issuing bonds in the US high-grade corporate bond market. This was the highest number of issuers entering the market in a single day since September 8. Dealers also expect total bond issuance this week to reach approximately $45 billion. While companies often accelerate financing ahead of major economic events to avoid market uncertainty, the timing and scale of this borrowing raise a bigger question. How much debt will technology companies need to fund the AI revolution, and will the returns eventually justify the investment? For the past
TOP17 issuers in one day is rare, but seasonality matters too. The bigger tell is whether spreads stay tame once this week's supply hits 45B
849
·
11-03 09:56
Midterm Election Jitters and Big Tech Earnings Weigh on Wall Street as Morning Rally Fades
U.S. stock markets finished mixed on Monday, November 2, 2026, as an early-morning rally faded due to ongoing weakness in technology and artificial intelligence stocks ahead of the U.S. midterm elections and a key jobs report. In this article, we would like to look at the narrative around the dual catalysts: pre-election hedging ahead of the November 3 midterm elections and positioning prior to the October Non-Farm Payrolls job report. 1. Major Index Performance Overview The trading session exhibited a stark divergence between traditional blue-chip value industrial components and tech-heavy growth benchmarks. The $Dow Jones(.DJI)$ Dow Jones Industrial Average managed to retain modest gains due to strong performance in healthcare, defense, and oil
TOPCould deepen short term if Apple guides soft, but PLTR reaction may hinge more on commercial growth than the election noise. Are you watching guidance or macro first?
3.27K
·
11-03 12:15
AMD Q3 2026 Earnings Analysis: Can AI Growth Reverse Recent Semiconductor Weakness & Validate Bullish Valuations?
Advanced Micro Devices (AMD) will report its fiscal third-quarter (Q3) 2026 financial results on Tuesday, November 3, 2026, after the U.S. market close (around 4:00 PM EST). In this article we would like to share how we are addressing AMD's Q3 2026 earnings preview, AI market dynamics, target price evaluation, and Bull Put Spread option strategies. This include evaluating the impact of Intel’s earnings spillovers, Instinct MI Series accelerator momentum, street target viability, and options strategies ahead of Q3 reporting. 1. Macro Backdrop: Intel Contagion and Sector Pullback The semiconductor index has faced notable headwinds leading into AMD’s Q3 2026 report. An 11% decline in AMD stock over recent weeks was heavily influenced by spillover effects from Intel Corporation’s quarterly rep
TOPAI can help, but I doubt it fully offsets weak PC and server digestion. If utilization stays soft at the foundry level, a beat might still look cyclical, not structural