Binance Square
#stocks

stocks

4.4M vues
10,878 mentions
Tiur_eth
·
--
Haussier
ONDO Is Bringing Wall Street Onchain Tokenization is moving from an idea to a real market. And #ONDO is becoming one of the strongest names behind that shift. Ondo Stocks already brings 260+ tokenized U.S. stocks and ETFs onchain, spanning Ethereum, Solana and BNB Chain. The platform crossed $1B in TVL and $18B in cumulative trading volume in 2026. #Stocks #ETFs Commodities. DeFi collateral. 24/7 onchain access. $ONDO sits directly inside this growing RWA economy. The thesis is simple. Trillions of dollars still live inside traditional financial rails. If even a fraction of those assets moves onchain, tokenization infrastructure could become one of crypto’s biggest markets. And Ondo is positioning itself right in the middle of it.
ONDO Is Bringing Wall Street Onchain
Tokenization is moving from an idea to a real market.
And #ONDO is becoming one of the strongest names behind that shift.
Ondo Stocks already brings 260+ tokenized U.S. stocks and ETFs onchain, spanning Ethereum, Solana and BNB Chain. The platform crossed $1B in TVL and $18B in cumulative trading volume in 2026.
#Stocks
#ETFs
Commodities.
DeFi collateral.
24/7 onchain access.
$ONDO sits directly inside this growing RWA economy.
The thesis is simple.
Trillions of dollars still live inside traditional financial rails.
If even a fraction of those assets moves onchain, tokenization infrastructure could become one of crypto’s biggest markets.
And Ondo is positioning itself right in the middle of it.
🚨 $AAPL SLIPS AS INSTITUTIONAL ORDER CUTS TRIGGER FRESH MACRO WEAKNESS! 🔻 $AAPL printed a 2.5% decline following reports of a 15% reduction in October component orders for its premium flagship lineup. 📉 From a structural perspective, smart money is pricing in consumer price fatigue, driving institutional rebalancing away from high-valuation tech equities. 🔍 When order flow signals supply chain contractions of this magnitude, key liquidity pools below major support zones tend to get targeted. 📊 Expect market participants to monitor whether buyers step in to fill the expanding inefficiency or allow a deeper structural reset across equity markets. 💬 Is this supply chain trim a brief structural pause, or are institutional desks prepping for a broader tech sector re-rating? 👇 ⚠️ Not financial advice. Always manage your risk. 🛡️ 🏷️ #AAPL #Macro #MarketAnalysis #Stocks 🎯 🦈
🚨 $AAPL SLIPS AS INSTITUTIONAL ORDER CUTS TRIGGER FRESH MACRO WEAKNESS! 🔻

$AAPL printed a 2.5% decline following reports of a 15% reduction in October component orders for its premium flagship lineup. 📉 From a structural perspective, smart money is pricing in consumer price fatigue, driving institutional rebalancing away from high-valuation tech equities.

🔍 When order flow signals supply chain contractions of this magnitude, key liquidity pools below major support zones tend to get targeted. 📊 Expect market participants to monitor whether buyers step in to fill the expanding inefficiency or allow a deeper structural reset across equity markets.

💬 Is this supply chain trim a brief structural pause, or are institutional desks prepping for a broader tech sector re-rating? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #AAPL #Macro #MarketAnalysis #Stocks

🎯 🦈
Vérifié
Starlink’s Mobile Ambition Sends Telecom Stocks Tumbling The US telecom industry is facing a serious new competitive threat. AT&T, Verizon and T-Mobile shares fell sharply in after-hours trading after $SPCX announced an agreement to acquire a nationwide wireless spectrum portfolio, strengthening Starlink’s ambition to become a major US mobile carrier. According to reports, Verizon dropped around 7%, AT&T fell 7.5%, and T-Mobile declined 6.7%. The sell-off reflects investor concerns about what stronger competition from Starlink could mean for traditional mobile operators. The key development is SpaceX’s planned acquisition of spectrum in the 800 MHz band. Combined with its satellite network and future ground infrastructure, this could help Starlink deliver mobile connectivity in areas where conventional networks struggle, including some indoor locations. However, the deal still requires final FCC approval. Building a reliable nationwide mobile service will also require significant investment and execution. My takeaway: the market is already pricing in the risk of disruption, but the long-term impact on telecom revenues and customer numbers remains uncertain. The next thing to watch is regulatory approval, network deployment and whether Starlink can turn its technology into a competitive consumer service. Competition is changing the telecom landscape. The real test will be execution, not announcements. #SpaceX #Starlink #Stocks #Telecom {future}(SPCXUSDT)
Starlink’s Mobile Ambition Sends Telecom Stocks Tumbling

The US telecom industry is facing a serious new competitive threat.

AT&T, Verizon and T-Mobile shares fell sharply in after-hours trading after $SPCX announced an agreement to acquire a nationwide wireless spectrum portfolio, strengthening Starlink’s ambition to become a major US mobile carrier.

According to reports, Verizon dropped around 7%, AT&T fell 7.5%, and T-Mobile declined 6.7%. The sell-off reflects investor concerns about what stronger competition from Starlink could mean for traditional mobile operators.

The key development is SpaceX’s planned acquisition of spectrum in the 800 MHz band. Combined with its satellite network and future ground infrastructure, this could help Starlink deliver mobile connectivity in areas where conventional networks struggle, including some indoor locations.

However, the deal still requires final FCC approval. Building a reliable nationwide mobile service will also require significant investment and execution.

My takeaway: the market is already pricing in the risk of disruption, but the long-term impact on telecom revenues and customer numbers remains uncertain.

The next thing to watch is regulatory approval, network deployment and whether Starlink can turn its technology into a competitive consumer service.

Competition is changing the telecom landscape. The real test will be execution, not announcements.

#SpaceX #Starlink #Stocks #Telecom
The Nasdaq 100 lagged as concerns over AI-related tech debt weighed on growth stocks. Investors appeared more cautious on high-valuation names facing rising infrastructure and spending pressures. The selective pressure highlighted ongoing scrutiny of how AI investments translate into sustainable returns. #Nasdaq #AI #Tech #Stocks #CoinVahini
The Nasdaq 100 lagged as concerns over AI-related tech debt weighed on growth stocks.

Investors appeared more cautious on high-valuation names facing rising infrastructure and spending pressures. The selective pressure highlighted ongoing scrutiny of how AI investments translate into sustainable returns.

#Nasdaq #AI #Tech #Stocks #CoinVahini
Stocks Are Coming Onchain Securitize has launched tokenized U.S. stocks on Solana. The list includes Apple, Nvidia, Tesla, Amazon, Microsoft and Meta. So what does tokenized stock mean? A token represents an actual share held through the traditional financial system. The token can then be transferred and settled on a blockchain. The interesting part is timing. Stock markets have fixed trading hours. Blockchains run 24/7. If tokenized stocks grow, people could eventually trade major stocks through blockchain markets outside normal market hours. But there is one important point. Tokenized stocks are still regulated financial products. Blockchain does not remove securities laws or investor restrictions. $SOL #Stocks #solana
Stocks Are Coming Onchain

Securitize has launched tokenized U.S. stocks on Solana.

The list includes Apple, Nvidia, Tesla, Amazon, Microsoft and Meta.

So what does tokenized stock mean?

A token represents an actual share held through the traditional financial system.

The token can then be transferred and settled on a blockchain.

The interesting part is timing.

Stock markets have fixed trading hours.

Blockchains run 24/7.

If tokenized stocks grow, people could eventually trade major stocks through blockchain markets outside normal market hours.

But there is one important point.

Tokenized stocks are still regulated financial products. Blockchain does not remove securities laws or investor restrictions.

$SOL

#Stocks #solana
🚨 BINANCE JUST LISTED TOKENIZED J.P. MORGAN & ELI LILLY SHARES — BUT YOU DON'T ACTUALLY OWN THEM! ⚠️ Yesterday at 12:00 UTC, Binance listed 4 bStocks tokenized securities on spot: JPMB/USDT, LLYB/USDT, SECZB/USDT, USDEB/USDT. Wall Street blue chips are now tradable 24/7 against USDT on a crypto exchange — with zero maker fees until Oct 31. Here's the catch: 📉 No real shares — no voting rights, no dividends, no ownership. These are crypto-native synthetic exposures. ⚠️ Counterparty risk stacks up — tracking, collateral and redemption all sit on Binance's docs, layered on top of normal equity risk. 💧 24/7 trading does NOT mean 24/7 liquidity — when NYSE closes, the token can gap far from the real share price. Thinner after-hours liquidity = bigger, wilder moves. Tokenized equities could be crypto's next growth lane — Binance already added 4 more bStocks as collateral assets too. Would you trade Wall Street 24/7 on a crypto exchange — or is the counterparty risk too steep? 👀 Not financial advice — educational purposes only. #NewListings #crypto #Stocks #DeFi $BNB $BTC $USDT
🚨 BINANCE JUST LISTED TOKENIZED J.P. MORGAN & ELI LILLY SHARES — BUT YOU DON'T ACTUALLY OWN THEM! ⚠️

Yesterday at 12:00 UTC, Binance listed 4 bStocks tokenized securities on spot: JPMB/USDT, LLYB/USDT, SECZB/USDT, USDEB/USDT.

Wall Street blue chips are now tradable 24/7 against USDT on a crypto exchange — with zero maker fees until Oct 31.

Here's the catch:

📉 No real shares — no voting rights, no dividends, no ownership. These are crypto-native synthetic exposures.

⚠️ Counterparty risk stacks up — tracking, collateral and redemption all sit on Binance's docs, layered on top of normal equity risk.

💧 24/7 trading does NOT mean 24/7 liquidity — when NYSE closes, the token can gap far from the real share price.

Thinner after-hours liquidity = bigger, wilder moves.

Tokenized equities could be crypto's next growth lane — Binance already added 4 more bStocks as collateral assets too.

Would you trade Wall Street 24/7 on a crypto exchange — or is the counterparty risk too steep? 👀

Not financial advice — educational purposes only.

#NewListings #crypto #Stocks #DeFi

$BNB $BTC $USDT
General Dynamics just named Danny Deep as the next CEO, effective January 1. He's currently president, so this isn't some outside shakeup, it's an internal promotion. Novakovic moves to executive chairman instead of leaving completely. Stock dipped slightly on the news, down about 1.46%, nothing dramatic. What stands out to me is the structure of this move. Keeping Novakovic around as chairman usually means the board wants continuity, not a strategy reset. Defense contracts aren't built overnight, they span years, so leadership stability actually matters more here than in most industries. Not trading this one, just noting how calm the market reaction was for a CEO change. Sometimes boring is exactly what investors want to see. — Shani CEO $GD.US {stock_us}(GD.US) #Stocks #Leadership
General Dynamics just named Danny Deep as the next CEO, effective January 1. He's currently president, so this isn't some outside shakeup, it's an internal promotion. Novakovic moves to executive chairman instead of leaving completely.

Stock dipped slightly on the news, down about 1.46%, nothing dramatic.

What stands out to me is the structure of this move. Keeping Novakovic around as chairman usually means the board wants continuity, not a strategy reset. Defense contracts aren't built overnight, they span years, so leadership stability actually matters more here than in most industries.

Not trading this one, just noting how calm the market reaction was for a CEO change. Sometimes boring is exactly what investors want to see.

— Shani CEO
$GD.US
#Stocks #Leadership
GDUS+0,67%
🚨 TEMPORARY PAUSE AHEAD FOR U.S. STOCK TRADING AFFECTING $SPY TRADERS! ⚡ A scheduled maintenance window is hitting U.S. stock trading services on October 10 between 18:50 and 21:00 (UTC+8) due to a partner brokerage system upgrade. ⏱️ The maintenance is strategically timed outside standard Wall Street market hours to minimize execution disruptions across equities exposure like $SPY . 💡 Order submission will be temporarily paused during this exact window, with full functionality resuming automatically right after completion. Sharp traders wrap up their executions early rather than getting caught off-guard by unexpected order freezes. 📊 💬 Are you adjusting your equity exposure before the upgrade window, or riding through it smoothly? 👇 ⚠️ Not financial advice. Always manage your risk. 🛡️ 🏷️ #SPY #TradFi #MarketUpdate #Stocks ⚡ 🎯
🚨 TEMPORARY PAUSE AHEAD FOR U.S. STOCK TRADING AFFECTING $SPY TRADERS! ⚡

A scheduled maintenance window is hitting U.S. stock trading services on October 10 between 18:50 and 21:00 (UTC+8) due to a partner brokerage system upgrade. ⏱️ The maintenance is strategically timed outside standard Wall Street market hours to minimize execution disruptions across equities exposure like $SPY .

💡 Order submission will be temporarily paused during this exact window, with full functionality resuming automatically right after completion. Sharp traders wrap up their executions early rather than getting caught off-guard by unexpected order freezes. 📊

💬 Are you adjusting your equity exposure before the upgrade window, or riding through it smoothly? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #SPY #TradFi #MarketUpdate #Stocks

⚡ 🎯
·
--
Haussier
$ANET • ascending triangle breakout at all-time highs 👀 📊 Cloud and AI data center networking. Q2 revenue $3.04B, up 37.7%, the first $3B quarter. Adjusted EPS $1.02, up 39.7%. Q3 guide about $3.3B. FY26 revenue guide raised for the third time this year, to about $12.6B. Real risk here: gross margin slipped to 63.4% from 65.6% a year ago, and management guides to supply, with about two quarters of visibility. Up 58% this year into earnings. ✅ Confirmed above $214.89 🟢 TP1 $225.07 (+4.2%) · TP2 $235.67 (+9.1%) · TP3 $248.51 (+15.0%) · TP4 $269.29 (+24.7%) ⛔ Invalid close under $208.20 (-3.6%) ⚠️ Earnings Nov 4 #stocks {future}(ANETUSDT)
$ANET • ascending triangle breakout at all-time highs 👀

📊 Cloud and AI data center networking. Q2 revenue $3.04B, up 37.7%, the first $3B quarter. Adjusted EPS $1.02, up 39.7%. Q3 guide about $3.3B. FY26 revenue guide raised for the third time this year, to about $12.6B.

Real risk here: gross margin slipped to 63.4% from 65.6% a year ago, and management guides to supply, with about two quarters of visibility. Up 58% this year into earnings.

✅ Confirmed above $214.89

🟢 TP1 $225.07 (+4.2%) · TP2 $235.67 (+9.1%) · TP3 $248.51 (+15.0%) · TP4 $269.29 (+24.7%)

⛔ Invalid close under $208.20 (-3.6%)

⚠️ Earnings Nov 4

#stocks
·
--
Baissier
🚀 SPCX: a rally is about to meet fresh supply. Shares closed at $171.09 on Oct. 5, up 7.6% that day. But on Oct. 9, up to 328 million shares are scheduled to become eligible for sale. That doesn’t guarantee selling—but it could add pressure after the surge. My lean: sell-lean in the near term until the market absorbs the unlock. Do buyers see this as a speed bump or a reason to take profit? #SPCX #SpaceX #Stocks
🚀 SPCX: a rally is about to meet fresh supply.

Shares closed at $171.09 on Oct. 5, up 7.6% that day. But on Oct. 9, up to 328 million shares are scheduled to become eligible for sale. That doesn’t guarantee selling—but it could add pressure after the surge.

My lean: sell-lean in the near term until the market absorbs the unlock. Do buyers see this as a speed bump or a reason to take profit?
#SPCX #SpaceX #Stocks
·
--
📰 Nvidia vs AMD: Which AI Stock Is the Better Buy? TLDR Nvidia’s market value has climbed close to $6 trillion, driven by strong AI chip demand. AMD recently crossed the $1 trillion mark and is ramping up production for 2027. AMD agreed to supply tens of billions of dollars in AI servers to Anthropic. AMD is buying World Labs for $8.2 billion to expand into [...] The post Nvidia vs AMD: Which AI Stock Is the Better Buy? appeared first on CoinCentral . Source : Coin Central Time : 2026-10-06 12:34:44 Credit : trader edge #stocks $ONE
📰 Nvidia vs AMD: Which AI Stock Is the Better Buy?
TLDR Nvidia’s market value has climbed close to $6 trillion, driven by strong AI chip demand. AMD recently crossed the $1 trillion mark and is ramping up production for 2027. AMD agreed to supply tens of billions of dollars in AI servers to Anthropic. AMD is buying World Labs for $8.2 billion to expand into [...] The post Nvidia vs AMD: Which AI Stock Is the Better Buy? appeared first on CoinCentral .
Source : Coin Central
Time : 2026-10-06 12:34:44
Credit : trader edge
#stocks
$ONE
·
--
📰 Seagate (STX) Stock Falls as Toshiba Bidding War Heats Up TLDR Seagate and Toshiba are reportedly battling to acquire TDK’s magnetic-heads business for hard-disk drives. The deal could be worth several billion dollars, according to Bloomberg. Seagate stock fell about 2% in premarket trading Tuesday. Toshiba has denied the Bloomberg report, adding confusion to the story. Seagate shares already dropped last week on news Toshiba [...] The post Seagate (STX) Stock Falls as Toshiba Bidding War Heats Up appeared first on CoinCentral . Source : Coin Central Time : 2026-10-06 12:11:32 Credit : trader edge #stocks #news $ONE $STX $WAVES
📰 Seagate (STX) Stock Falls as Toshiba Bidding War Heats Up
TLDR Seagate and Toshiba are reportedly battling to acquire TDK’s magnetic-heads business for hard-disk drives. The deal could be worth several billion dollars, according to Bloomberg. Seagate stock fell about 2% in premarket trading Tuesday. Toshiba has denied the Bloomberg report, adding confusion to the story. Seagate shares already dropped last week on news Toshiba [...] The post Seagate (STX) Stock Falls as Toshiba Bidding War Heats Up appeared first on CoinCentral .
Source : Coin Central
Time : 2026-10-06 12:11:32
Credit : trader edge
#stocks #news
$ONE $STX $WAVES
$VVV.US (Valvoline) closed at **$30.87**, up 1.7% 📈 It's a stock, so this one trades only during US market hours. On the daily chart it fell hard from **$41** to **$26.21**, then bounced and is now above both the MA7 (30.1) and MA25 (29.6). That's a real recovery, but it's still well below the MA99 (34.7), so the bigger trend is still down. ⚠️ **My read: neutral, leaning toward a relief bounce.** Hold 29.6 and 32 is the next test, then the MA99 near 34.7. Lose 29.6 and the bounce is in trouble, with 26.2 as the next low. 👀 A bounce inside a downtrend needs to prove itself, so I'm watching 32 closely. {stock_us}(VVV.US) #VVV_USDT #Vvv #stocks #Binance
$VVV.US (Valvoline) closed at **$30.87**, up 1.7% 📈 It's a stock, so this one trades only during US market hours.

On the daily chart it fell hard from **$41** to **$26.21**, then bounced and is now above both the MA7 (30.1) and MA25 (29.6). That's a real recovery, but it's still well below the MA99 (34.7), so the bigger trend is still down. ⚠️

**My read: neutral, leaning toward a relief bounce.** Hold 29.6 and 32 is the next test, then the MA99 near 34.7. Lose 29.6 and the bounce is in trouble, with 26.2 as the next low. 👀

A bounce inside a downtrend needs to prove itself, so I'm watching 32 closely.

#VVV_USDT #Vvv #stocks #Binance
VVVUS-0,95%
·
--
Haussier
Vérifié
#BinanceAcademy has more benefits to learn about crypto and trading knowledge such as this course Understanding#stocks The "Understanding Stocks: From Shares to Markets" course track on Binance Academy is designed to teach users the foundational concepts of traditional equity markets. It serves as a beginner-friendly bridge for crypto native traders looking to transition into legacy equities. The curriculum takes roughly 25 to 30 minutes to complete and is structured into three distinct sections across six modules: learn more to understand more . good luck $NVDAB $SPCXB @Binance_Academy
#BinanceAcademy has more benefits to learn about crypto and trading knowledge such as this course Understanding#stocks

The "Understanding Stocks: From Shares to Markets" course track on Binance Academy is designed to teach users the foundational concepts of traditional equity markets. It serves as a beginner-friendly bridge for crypto native traders looking to transition into legacy equities.
The curriculum takes roughly 25 to 30 minutes to complete and is structured into three distinct sections across six modules:
learn more to understand more .
good luck
$NVDAB
$SPCXB
@Binance Academy
·
--
Haussier
$ALABB • Cup and handle breakout 👀 Built a cup from the August high, ran back to the rim, formed a tight handle, breaking out today. 📊 AI connectivity chips for cloud infrastructure. Q2 revenue $392.4M, up 104% YoY, adjusted EPS beat by 15.9%. Scorpio X AI fabric switches entered volume production ahead of schedule and are set to become the largest product family this quarter. PCIe 6.0 is now over half of revenue, up from a third in Q1. Q3 guided to $540-560M, 40% sequential growth. ✅ Confirm close above $377.87 🟢 TP1 $436.47 (+15.5%) · TP2 $465 (+23.1%) · TP3 $490 (+29.7%) ⛔ Invalid close under $342 (-9.5%) #stocks {spot}(ALABBUSDT)
$ALABB • Cup and handle breakout 👀

Built a cup from the August high, ran back to the rim, formed a tight handle, breaking out today.

📊 AI connectivity chips for cloud infrastructure. Q2 revenue $392.4M, up 104% YoY, adjusted EPS beat by 15.9%. Scorpio X AI fabric switches entered volume production ahead of schedule and are set to become the largest product family this quarter. PCIe 6.0 is now over half of revenue, up from a third in Q1. Q3 guided to $540-560M, 40% sequential growth.

✅ Confirm close above $377.87

🟢 TP1 $436.47 (+15.5%) · TP2 $465 (+23.1%) · TP3 $490 (+29.7%)

⛔ Invalid close under $342 (-9.5%)

#stocks
·
--
Haussier
Vérifié
$AGX found support 🧱 Came back into its Jan-Feb base, 343-400, the zone it broke out of on the run to 805. Held at 354.78 and is back over 400 today. They build power plants, mostly natural gas, the kind keeping AI data centers running. Backlog includes 4 US gas plants, about 4.1 GW, mostly in Texas. ✅ Revenue up 61.5% last quarter, EPS up 50% ✅ $1B+ cash, zero debt ✅ Dividend just raised 40% ✅ Backlog $2.5B, up 29% YoY ⚠️ Backlog is down from its $2.9B peak with no major new award this year, and margins slipped from 25% to 19% over three quarters, strong in Power, softer in Industrial. A close over $400 keeps the support in play. First resistance $444.53, then $500. Not a financial advice #stocks
$AGX found support 🧱

Came back into its Jan-Feb base, 343-400, the zone it broke out of on the run to 805. Held at 354.78 and is back over 400 today.

They build power plants, mostly natural gas, the kind keeping AI data centers running. Backlog includes 4 US gas plants, about 4.1 GW, mostly in Texas.

✅ Revenue up 61.5% last quarter, EPS up 50%
✅ $1B+ cash, zero debt
✅ Dividend just raised 40%
✅ Backlog $2.5B, up 29% YoY

⚠️ Backlog is down from its $2.9B peak with no major new award this year, and margins slipped from 25% to 19% over three quarters, strong in Power, softer in Industrial.

A close over $400 keeps the support in play. First resistance $444.53, then $500.

Not a financial advice

#stocks
One level I'm watching on the Nasdaq 100 monthly this October. A move through 32,567 on the NAS100 CFD this month would trigger a new 5-month advance. It's about 4% above here and it hasn't triggered yet. If it does, the targets are 32,672 and 37,125. The first one sits almost on top of the trigger itself, so I think the second has the better odds... that's roughly 19% above the current price. Until it trades there it's just a level on the chart, and if October closes without it the setup is off for now. $QQQ #Nasdaq #QQQ #Stocks #Markets
One level I'm watching on the Nasdaq 100 monthly this October. A move through 32,567 on the NAS100 CFD this month would trigger a new 5-month advance. It's about 4% above here and it hasn't triggered yet.

If it does, the targets are 32,672 and 37,125. The first one sits almost on top of the trigger itself, so I think the second has the better odds... that's roughly 19% above the current price.

Until it trades there it's just a level on the chart, and if October closes without it the setup is off for now. $QQQ

#Nasdaq #QQQ #Stocks #Markets
·
--
Haussier
Vérifié
$ON • how I see the next 12 months It ran from 31.04 to a 134.92 ATH, pulled back to 65.80, and is now at 86.76. I think the pullback is done. Why I like the business: ✅ Q2 revenue was $1.60B, up 9% YoY, so growth is back ✅ Q3 guidance came in above estimates ✅ Free cash flow quadrupled to $425M, and margins keep expanding ✅ AI data center revenue should more than double this year to $500M+ ✅ New SiC deals with NIO and Geely, plus wins at Rivian and AWS ✅ Buying Synaptics for $5.7B in cash, and there's $5.3B left on the buyback ⚠️ Risk: cheap Chinese SiC competition. My path is higher highs and higher lows: 🎯 ATH 134.92 is the first test 🎯 T1 169.68 (+95.6%) 🎯 T2 233.88 ❌ Invalid on a weekly close under 65.80. Street bear. Base. Pull cases: 🐻 Bear $75, from Truist (Hold), about 13% below the current price ⚖️ Base $104, the average, about 21% upside 🐂 Bull $150, from Susquehanna, about 75% upside Will ON get back to the ATH within a year? #stocks
$ON • how I see the next 12 months

It ran from 31.04 to a 134.92 ATH, pulled back to 65.80, and is now at 86.76. I think the pullback is done.

Why I like the business:
✅ Q2 revenue was $1.60B, up 9% YoY, so growth is back
✅ Q3 guidance came in above estimates
✅ Free cash flow quadrupled to $425M, and margins keep expanding
✅ AI data center revenue should more than double this year to $500M+
✅ New SiC deals with NIO and Geely, plus wins at Rivian and AWS
✅ Buying Synaptics for $5.7B in cash, and there's $5.3B left on the buyback

⚠️ Risk: cheap Chinese SiC competition.

My path is higher highs and higher lows:
🎯 ATH 134.92 is the first test
🎯 T1 169.68 (+95.6%)
🎯 T2 233.88

❌ Invalid on a weekly close under 65.80.

Street bear. Base. Pull cases:
🐻 Bear $75, from Truist (Hold), about 13% below the current price
⚖️ Base $104, the average, about 21% upside
🐂 Bull $150, from Susquehanna, about 75% upside

Will ON get back to the ATH within a year?

#stocks
·
--
Haussier
Золото відновлюється, а технологічні акції під тиском: що відбувається на ринках? П’ятниця принесла неоднозначні сигнали для інвесторів. Золото відновилося після недавнього падіння: його підтримали слабший долар і зниження дохідності американських облігацій. Додатковим фактором стало послаблення побоювань щодо перебоїв із постачанням нафти. Водночас технологічний сектор США зіткнувся з тиском. У четвер Nasdaq знизився на 1,3%, а акції Nvidia, AMD, Micron та Intel подешевшали на тлі занепокоєння щодо перспектив ШІ та витрат на його розвиток. Головна інтрига — політика ФРС. Якщо інфляція залишатиметься високою, регулятор може продовжити підвищувати ставки. Це здатне підтримати долар і дохідність облігацій, створюючи тиск як на золото, так і на технологічні акції. За чим стежити далі? За доларом, дохідністю 10-річних облігацій США, цінами на нафту та новими сигналами від ФРС. Золото вже відскочило, але стійкість цього руху ще потрібно підтвердити, а падіння акцій ШІ не обов’язково означає завершення довгострокового тренду. Ринки зараз реагують не лише на новини компаній, а й на очікування щодо ставок та інфляції. #NASDAQ #stocks #Crypto
Золото відновлюється, а технологічні акції під тиском: що відбувається на ринках?

П’ятниця принесла неоднозначні сигнали для інвесторів. Золото відновилося після недавнього падіння: його підтримали слабший долар і зниження дохідності американських облігацій. Додатковим фактором стало послаблення побоювань щодо перебоїв із постачанням нафти.

Водночас технологічний сектор США зіткнувся з тиском. У четвер Nasdaq знизився на 1,3%, а акції Nvidia, AMD, Micron та Intel подешевшали на тлі занепокоєння щодо перспектив ШІ та витрат на його розвиток.

Головна інтрига — політика ФРС. Якщо інфляція залишатиметься високою, регулятор може продовжити підвищувати ставки. Це здатне підтримати долар і дохідність облігацій, створюючи тиск як на золото, так і на технологічні акції.

За чим стежити далі? За доларом, дохідністю 10-річних облігацій США, цінами на нафту та новими сигналами від ФРС. Золото вже відскочило, але стійкість цього руху ще потрібно підтвердити, а падіння акцій ШІ не обов’язково означає завершення довгострокового тренду.

Ринки зараз реагують не лише на новини компаній, а й на очікування щодо ставок та інфляції.

#NASDAQ #stocks #Crypto
VoLoDyMyR7:
Техсектор зараз проходить тверезу оцінку: ейфорія навколо ШІ спадає і ринок нарешті ставить логічне запитання «а де прибутки?».Золото в цей час робить те, що й має робити під час туману навколо ставок ФРС — слугує тихою гаванню 🎯
BStocks: Investing in the FutureTechnology continues to change the world, and companies leading innovation could have strong long-term potential. From AI and semiconductors to cloud computing and software, the next few years could bring exciting opportunities. But remember: 🔹 Do your own research 🔹 Understand the risks 🔹 Think long term 🔹 Never invest more than you can afford to lose The future belongs to those who keep learning and stay prepared. 💎 What BStock are you watching for the long term? 👀 #Binance #BStocks #Stocks #crypto #BinanceSquare

BStocks: Investing in the Future

Technology continues to change the world, and companies leading innovation could have strong long-term potential.
From AI and semiconductors to cloud computing and software, the next few years could bring exciting opportunities.
But remember:
🔹 Do your own research
🔹 Understand the risks
🔹 Think long term
🔹 Never invest more than you can afford to lose
The future belongs to those who keep learning and stay prepared. 💎
What BStock are you watching for the long term? 👀
#Binance #BStocks #Stocks #crypto #BinanceSquare
Connectez-vous pour découvrir plus de contenu
Rejoignez la communauté mondiale des adeptes de cryptomonnaies sur Binance Square
⚡️ Suviez les dernières informations importantes sur les cryptomonnaies.
💬 Jugé digne de confiance par la plus grande plateforme d’échange de cryptomonnaies au monde.
👍 Découvrez les connaissances que partagent les créateurs vérifiés.
Adresse e-mail/Nº de téléphone