MONEY MASTER

Nvidia surged higher as bullish options activity exploded, with traders placing  massive bets that the AI-driven rally still has room to run . What Happened NVIDIA  jumped about  5% , breaking above a key technical level known as a  “call wall” (~$205)  — often seen as resistance. At the same time: A trader  paid $57 million  for call options (bullish bet) The trade covers  524,000 shares at $195 strike Breakeven: $216.75  within ~72 days This means the buyer is betting Nvidia will  continue climbing significantly from current levels (~$205) . Smart Money Signal Another key move: A trader  sold put options  at  $202.50 Collected  $2.12 million premium  This is important because: Selling puts = betting the stock will NOT fall below that level Signal:  Big players see  $202–205 as a strong support zone Gamma Effect Supporting the Rally Gamma Flip level: ~$202.65 Nvidia is currently  above this level ...

Alibaba (BABA.US)  shares have come under pressure, declining  nearly 30% since October highs  and about  6% year-to-date , as investors turn cautious ahead of its upcoming fiscal third-quarter earnings. Weak Earnings Outlook Clouds Sentiment Alibaba is expected to report results this week, with consensus estimates pointing to  US$42.2 billion in revenue  and  US$1.59 earnings per ADR . While revenue is projected to grow  over 9% year-on-year , profitability tells a different story. Earnings are expected to  drop sharply by 46% , reflecting margin pressures and a more challenging operating environment. Notably,  analyst sentiment has deteriorated , with  11 out of 15 analysts cutting earnings forecasts  during the quarter, and none revising estimates upward — a clear sign of weakening confidence. Technical Signals Mixed but Improving From a technical perspective, Alibaba’s chart suggests a market in transition. The stock initia...

  Analysts have upgraded their target price and earnings forecast for Kerjaya Prospek Group Bhd following the company's recent RM293 million construction contract win. Kerjaya Prospek announced that its wholly-owned subsidiary, Kerjaya Prospek (M) Sdn Bhd , secured a building project contract in Batu, Kuala Lumpur from Mega Legacy (M) Sdn Bhd, a subsidiary of UEM Sunrise Bhd, valued at RM292.8 million. This latest contract win brings the company's outstanding order book to RM4.7 billion, which translates to a healthy 3.2 times cover of its 2023 revenue, providing solid earnings visibility for the next four years, according to Philip Capital Research. Philip Capital Research expects the new project to contribute a total of RM29 million profit after tax and minority interests (PATAMI) across 2025-27, assuming a group blended profit margin of 10%. With this win, Kerjaya Prospek has achieved a year-to-date (YTD) contract win of RM1.5 billion, meeting both management’s and analyst...

TSMC shares soared to a record high in Taipei, rising as much as 4.5%, extending this year's rally to over 75% . This surge follows Morgan Stanley's upgrade, raising its price target by 9% and anticipating an increase in TSMC's full-year sales estimate due to the company’s strong bargaining power and strategic supply tightening . Morgan Stanley analysts highlighted TSMC's "hunger marketing" strategy, suggesting a tight leading-edge foundry supply in 2025 . This implies that customers might face limited capacity allocation without appreciating TSMC’s value . JPMorgan analysts also expect TSMC to raise its revenue guidance, driven by increased AI accelerator demand . Other brokers, including Nomura and Mizuho, share this optimism. TSMC is projected to report a 36% year-on-year revenue growth, the fastest since Q4 2022 . Last week, TSMC’s shares surpassed NT$1,000 , with its market value briefly exceeding Berkshire Hathaway’s, making it the eighth-largest company...

Imagine a world where your favourite gadgets—smartphones, laptops, or even your smart fridge—suddenly stopped working. Life would come to a grinding halt! The magic behind these devices lies in tiny but powerful components called semiconductors. Taiwan Semiconductor Manufacturing Company (TSMC) is a major player in creating these essential chips. With its stellar recent performance and significant growth potential, TSMC is a company worth considering for your investment portfolio. Let’s explore why TSMC could be a smart addition to your investments. 5 Key Highlights of TSMC 1. Record-Breaking Revenue Growth TSMC recently hit a new one-year high in its stock price, driven by strong revenue growth. In the first quarter of 2024, TSMC reported a 13% increase in net revenue, totalling $18.9 billion, showcasing the company’s robust performance and ability to exceed expectations. 2. Leading Market Share As the world’s leading foundry, TSMC commands an impressive 62% share of the global market...