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  • M
    Michael Burry Tracker

    Breaking: Michael Burry is winning during the AI bubble

    Here's how his shorts are performing:

    • Nvidia $NVIDIA(NVDA.US): -2.3%

    • Palantir $Palantir Tech(PLTR.US): -13.9%

    • Oracle $Oracle(ORCL.US): -17.6%

    • Micron $Micron Tech(MU.US): -20.8%

    Everyone was hating on him, but who's laughing now

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  • G
    gedebe

    $Apple(AAPL.US) Apple revenue up 12% YOY but market is expecting more on Ipad sales forecast for next quarter. The current earnings are yet to factor in its new Iphone Duo which has some problems. For a company that has not been investing heavily in AI and thus has been shielded by AI investment volatility, it should do better!$NVIDIA(NVDA.US)$Intel(INTC.US)$Netflix(NFLX.US)

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  • W
    What TrendSpider Say

    AI stocks finally getting some relief 🟢

    $Sandisk(SNDK.US) $Micron Tech(MU.US) $NVIDIA(NVDA.US) $AMD(AMD.US)

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  • N
    NªźtyTıměpiêcē

    🟢🟢🟢🚀🚀🚀

    C
    Captain's Watch
    🍎 Apple Earnings Challenge — Guess the close and win cash!

    Apple reports Q4 FY2026 after the US close tonight — the first earnings call under new CEO John Ternus. It ended last week as the world's most valuable company again, and the average analyst target now sits below the share price. Call Tuesday's close, back it up, and the 3 best takes win 2 SGD each.

    1 LONGBRIDGE APPLE EARNINGS CHALLENGE Where does AAPL.US close on Tuesday 3 Nove
  • 谋
    谋定后动

    Featured[Mou Weekly] Run for your life? Or buy the dip? (Week 44, 2026 | Issue #294)

    Last Friday, the Nasdaq fell 2.86%, its worst day since June; October saw a full-month decline of 5.2%, marking the weakest month since March 2025. From its peak on Oct 6, the Nasdaq 100 has already seen an intraday drawdown of over 10%, the third 10%-level correction this year; the S&P 500 only pulled back 3.1%. Intel plunged 28.6% in a single day, its steepest drop since 1974. Chart 1: Nasdaq 100 and S&P 500's three corrections this year, same scale (closing price, % from previous high). Let's first crunch one number. Based on closing prices...

    纳指100今年三次回撤:这次最浅,但和标普的差距最大 2026年逐日收盘价距年内前高的回撤幅度 0% -2% W -5% -8% -10% 回撤10% 10月3
    今年两次V型反转:六成以上的回补涨幅在第一周吃完 3月30日见底 7月29日见底 117.5- 115.0 --- 纳指100前高- 纳指100前高--- 11
    空座 美股 2026 2 等崩盘 O 下车不难,难的是在车开动之前重新上去。
    10月的钱在换座位:AI票在跌,其他的票在涨 10月各板块涨跌幅(SPDR板块ETF) 10月等权与市值加权标普走势(9月30日=100) 106- 十 等权标+1
  • N
    NewUser_2vFFC

    Hi shprv Top notch product, exceeded expectations. Impressed with its performance and quality. A must have for everyone. 5 stars all the way! Amazing

  • N
    NewUser_tXvx48

    Palantir Technologies $Palantir Tech(PLTR.US) trades around $173.00, down roughly 6% following recent market volatility ahead of its Q3 2026 earnings report.

    Financial and Market Snapshot

    • Share Price: ~$173.00 (52-week range: $106.37 – $212.94)

    • Market Capitalization: ~$428.5 billion

    • P/E Ratio: ~152x trailing earnings

    • Recent Performance: Q2 2026 revenue hit $1.935 billion (up 93% year-over-year), driven by 149% growth in U.S. commercial revenue via its Foundry, Ontology, and AIP platforms.

    Bullish Case

    • AI Momentum: Strong demand for artificial intelligence and sovereign AI deployments across defense, commercial enterprises, and healthcare (e.g., L3Harris, Nvidia partnerships).

    • Wall Street Targets: Major firms maintain an upbeat stance; JPMorgan initiated coverage with an Overweight rating and a $262 price target, while the consensus average price target sits near $212–$216.

    • Strong Balance Sheet: Zero debt and billions in cash/short-term U.S. Treasury securities.

    Bearish Case & Risks

    • Rich Valuation: A triple-digit P/E ratio and high price-to-sales multiples leave little room for error if growth slows or macro sentiment shifts.

    • Insider Activity: Net insider selling has totaled hundreds of millions over recent quarters.

    • Execution & Political Scrutiny: High-profile contracts like the UK’s NHS data platform face ongoing political pressure and long sales cycles in regulated sectors.

    Summary

    Palantir remains a high-conviction, premium-priced AI leader that acts more like a high-octane growth engine than a conservative portfolio anchor, making it best suited for investors with a high risk tolerance and a long-term horizon. Given its steep triple-digit P/E valuation, buying the stock at all-time highs exposes you to sharp, sentiment-driven corrections; however, its robust debt-free balance sheet and explosive U.S. commercial growth provide a solid fundamental floor.

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