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☕️ [Task Coins Giveaway] Daily Market Talk

just holding my small position, watching earnings come in. if it beats I add, if it misses I hold. China tech is volatile but the valuation is too cheap to ignore 💤

MANULIFE-S

NetEase

KUAISHOU-WR

Kuaishou HK SDR 5to1

US–Iran &#34;Deal&#34; = Market Spin US claimed Iran would hand over uranium &amp; open Hormuz. Reality: Iran denied the uranium claim and slapped a Hormuz toll instead. US now says &#34;no rush&#34; to sign. Looks like Trump talking up stocks. SG investors — watch Brent, tanker &amp; O&amp;M names (Seatrium, Keppel); don't chase the peace-deal rally. ⚠️

Seatrium

Keppel

Keppel Reit

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NVDA Q1 just dropped. Revenue USD 81.6 billion (+85% YoY). Adjusted EPS +140% YoY. Data center revenue USD 75.2 billion (~92% of total). Every line beat consensus. Q2 guidance: USD 91 billion, and that excludes any China data center revenue. The board also added USD 80 billion to the buyback authorization and lifted the quarterly dividend by 24x.&nbsp;On paper, all green. But the stock dropped over 3% after-hours before clawing back. The market has gotten used to bigger NVDA beats, and a 3.1% top-line surprise wasn't enough this time. Layer on repricing noise from a revised reporting framework, and at the USD 6 trillion mark, the disagreement is real.&nbsp;Continued AI king run, or first real high-altitude correction?

NVDA Q1 just dropped. Revenue USD 81.6 billion (+85% YoY). Adjusted EPS +140% YoY. Data center revenue USD 75.2 billion (~92% of total). Every line beat consensus. Q2 guidance: USD 91 billion, and that excludes any China data center revenue. The board also added USD 80 billion to the buyback authorization and lifted the quarterly dividend by 24x.&nbsp;On paper, all green. But the stock dropped over 3% after-hours before clawing back. The market has gotten used to bigger NVDA beats, and a 3.1% top-line surprise wasn't enough this time. Layer on repricing noise from a revised reporting framework, and at the USD 6 trillion mark, the disagreement is real.&nbsp;Continued AI king run, or first real high-altitude correction?

NVDA Beats Every Line Yet Stock Wobbles?

Let's start with the mechanics. A Strangle strategy means simultaneously buying or selling a call and a put with the same expiration date but different strike prices — going either long or short volat...

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

NVIDIA Corporation

Betting on NVIDIA Earnings: How to Build an Strangle strategy？

Strategy looks bulletproof on paper. Then earnings night comes and your hands start shaking 😂

ASML strength shows the chip capex cycle is still alive.

Yqh

Yqh