$Tesla Motors(TSLA)$ • Revenue growth steady, EV demand holding, and AI/robotaxi story heating up. • Analysts even pushing targets toward $500 on the back of “physical AI” + self-driving bets. • Yes, valuation is rich (~200× earnings), but Tesla has proven it can stretch into new businesses faster than anyone else. • Strong support around $350–400, momentum aiming higher. IF hype holds, next leg is $500+. We’re going up, up, up, this is our moment.
$Apple(AAPL)$ Apple just had a solid Q3: • Revenue hit $94B (+10% YoY) • EPS came in at $1.57 (+12% YoY) • Services segment grew 13% iPhone 17 demand looks stronger than expected, especially from people upgrading after years. Analysts are already bumping price targets from ~$270 to as high as $310. Technicals look good too: stock’s pushing resistance around $260–270. If it clears that, upside momentum can carry it further. Yes, risks exist, tariffs, regulation, AI competition. But right now, the fundamentals + upgrade cycle say “We're going up, up, up, it's our moment~~~”
$Humana(HUM)$ Humana (HUM) time for a bounce? • Price now around $255, sitting near strong support at $245. • Company just raised 2025 outlook → aiming ~$17 EPS, revenue at least $128B. • Health business (CenterWell + pharmacy) is still growing well. • RSI ~31 → stock looks oversold. • If it holds, can see $280–300 short term, maybe more later. Risks: medical costs or Medicare star ratings could bite. But right now, looks cheap vs peers (UNH trades 19x, HUM only ~11x). Let's gooooooooooo~
$Tiger Brokers(TIGR)$ Price pulled back from ~$13.55 highs to around $10 now, that’s a ~25% correction after a big run-up. Profit-taking is normal, but here’s why I think this sets up well for a rebound trade: • Valuation: P/E is around 14–15× (down from ~18× earlier). Cheaper now compared to fintech peers. • Technical: RSI sitting mid-50s → not overbought, not oversold, giving room to bounce. • Support: $10 is a strong psychological + chart support. If it holds, upside could push to $11.50–12.00 near term. • Catalysts: Retail volumes can come back quick, and TIGR adding new features (AI assistant, better margin tools) keeps the platform sticky. Of course, if $10 fails, watch out for $9.80/$9 support. But risk/reward looks solid: riskin
$NIO Inc.(NIO)$ I’m calling it bearish near term. Here’s why: • That $1B share offering? Classic dilution play. How many times can you keep milking shareholders before trust runs out? • Deliveries in Q2 hit 72k (+25% YoY), but revenue only rose 9%. Growth is already lagging behind the hype. • Gross margin at 10% is embarrassing compared to Tesla (18%) and BYD (20%+). Vehicle margin even declined vs last year — proof the EV price war is crushing them. • Net loss was still ~US$700M in Q2. With losses like that, “profitability” sounds like a fairytale. • Sure, they’ve got US$3.8B in cash, but at this burn rate they’ll be back for more handouts soon. The stock keeps choking in the $6–7 range, and unless bulls pull
$Grab Holdings(GRAB)$ Grab just posted strong Q2 numbers and the trend looks good: • Revenue hit US$819M, up 23% YoY • Adjusted EBITDA jumped to US$109M (+69% YoY) • Deliveries up 23%, Financial Services up 41% • Sitting on a massive US$7.6B cash pile for growth + stability At today’s price around US$5.5-5.9, analysts still see upside to US$6-6.2+. With mobility, food delivery, and digital banking all under one super-app, Grab has a huge Southeast Asia market to grow into. Yes, competition is real, but profitability is improving and cash flow is getting stronger. I see this as a long-term compounder with room to run~~~~~~
$Tesla Motors(TSLA)$ Tesla broke out above $367 earlier this month and has already run around $395. But fundamentals don’t match this rally: • Global EV sales growth slowed to +15% YoY in August, weakest since early 2024. • China EV sales up only +6%, Tesla’s China deliveries actually down ~10% YoY. • U.S. market share fell to ~38%, lowest in 8 years. • Forward P/E is stretched at ~140× 2026 earnings. Yes, AI, robotaxi, and energy are the future story. But for now, the auto business is cooling fast. To me this looks more like a short-term pop than the start of a new run. Short-term bearish~~~
$Synopsys(SNPS)$ SNPS crashed ~35% in a day after earnings, its one of its worst sell-offs. Earnings/revenue missed (EPS $3.39 vs $3.80 est, rev $1.74B vs $1.77B est), IP sales fell ~8% from export rules and customer issues, and guidance got cut. That’s why we saw the panic. But here’s the thing: even after the cut, full-year EPS is still $12.8. At today’s price, SNPS trades around 34–36× P/E, near its 3-yr average (~38×). For a company dominating chip design + AI software, that doesn’t look expensive. Analysts trimmed targets but still see $525–$600+ ahead. Long term, demand for chips and AI tools isn’t slowing and Synopsys is in the middle of it. Right now, I see $420 as strong support, but even here the up
$NIO Inc.(NIO)$ NIO ran from $3 to almost $7 in just a few months. That shows the stock still has momentum power in the short term. Traders can play the swings. But long term, the story looks weak: • Still not profitable, keeps burning cash. • Competition in China EV market is too strong (BYD, Li Auto, Tesla). • Survival depends a lot on government support and subsidies. • Every time it rallies, sellers come in around $6–7. So short-term bulls may catch a bounce, but the bigger picture looks bearish to me. 🧸
$Fortinet(FTNT)$ Fortinet dropped after earnings even though they beat on EPS and revenue. The reason? Management said the firewall upgrade cycle is already 40–50% done, and analysts worry growth will slow from here. A bunch of downgrades followed, pushing the stock down hard. Bear view: growth from firewalls may be peaking, valuation still not cheap, and short-term price action looks weak. Bull view: fundamentals are strong, cybersecurity is a secular growth story, and analyst targets still range up to $126 (+50% upside). Near term it may chop around $75–85. But if you’re looking beyond a few quarters, this could be a chance to load up while sentiment is low.