StableStock ๐ณ
@StableStock
Global securities, powered by stablecoins.
Building the rails for borderless investing.
Backed by @yzilabs, MPCi & @vertexventures
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Korean stocks are now tradable for up to 12 hours a day๐ฐ๐ท
From 8 AM to 8 PM, investors now have a much wider window to react to global markets, earnings and breaking news.
And Korea goes far beyond semiconductors โ from Samsung Electronics and SK hynix in AI memory, to Hyundai Motor in autos, NAVER in internet, and Samsung Biologics in biotech.
More time to access one of Asiaโs most diverse equity markets.
Explore 300+ Korean stocks & ETFs on StableStock:
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Not investment advice. For informational purposes only.
#KoreanStocks# #Korea#
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U.S. stocks. Hong Kong stocks. Now Korea. ๐ฐ๐ท
StableStock is bringing 300+ Korean stocks and ETFs to stablecoin users โ from Samsung Electronics and SK hynix to Hyundai Motor, NAVER and Kakao.
Real shares. Global markets. Stablecoin access.
Korea is live.
Start trading ๐
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#MINIMAX# (HKEX: 100) jumped 17%+ today โ and one viral H3 demo is getting a lot of attention.
@fal built an โinfinite animation livestreamโ using MiniMax H3. The idea is simple but striking: H3 can generate video faster than the video itself plays, meaning the stream can theoretically keep generating new scenes indefinitely.
Itโs a neat demonstration of what happens when video generation crosses the real-time threshold โ new product formats start becoming possible.
With M3 Pro also expected in the coming months, MiniMaxโs model pipeline is back in focus.
#MINIMAX# and more Hong Kong AI stocks are available to trade on StableStock:
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Not investment advice. For informational purposes only.
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Jobs and AI take center stage this week ๐
The August jobs report will offer a crucial signal for the Fedโs September decision, while $AVGO earnings put custom AI chip demand back to the test.
$CRDO and SNOW also report, with $TSLAโs Cybercab event in focus.
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Hereโs what to watch this week โ
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$CRWD just had its biggest one-day gain since going public in 2019, jumping 20.5%.
Q2 FY2027 revenue reached $1.47B, +25.8% YoY, beating expectations as CrowdStrike raised its full-year revenue outlook to $6B.
But the bigger story is AI on both sides of cybersecurity. AI is expanding the attack surface and enabling new threats โ while CrowdStrike is using Falcon to fight AI-driven attacks with AI-powered defense.
The company was also recently named the strongest overall leader in Frost Radar's Cloud Workload Protection assessment for the fourth consecutive time.
Trade $CRWD and more cybersecurity stocks including $PANW, $FTNT and $ZS on StableStock:
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Not investment advice. For informational purposes only.
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$MRVL beat across the board โ yet shares fell more than 7% after hours.
Q2 FY2027 revenue reached $2.74B, +37% YoY, with data center revenue at $2.17B and EPS at $0.94, all slightly ahead of consensus. Next-quarter guidance also came in above expectations.
But the market didn't get the answer it wanted: details on Marvell's new Google partnership. Management pushed that discussion to its Oct. 6 Investor Day.
For $MRVL, the question has moved beyond the quarterly beat: how big can Google become for the long-term growth story?
Trade $MRVL on StableStock:
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Not investment advice. For informational purposes only.
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$MRVL reports Q2 FY2027 after the bell today.
Consensus expects $2.71B in revenue, including $2.15B from data center. But the bigger focus is forward guidance โ and whether AI infrastructure spending can keep accelerating demand for custom silicon and optical interconnects.
Marvell is deepening its relationship with Google across TPUs, inference accelerators, memory, networking and storage, while 800G / 1.6T optics remain another key growth driver.
With Amazon and Microsoft already in the mix, Google adds another major hyperscaler to the $MRVL custom silicon story.
Trade $MRVL on StableStock:
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Not investment advice. For informational purposes only.
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$NVDA Q2 FY2027: AI demand is still accelerating.
Revenue reached $96.2B, +106% YoY, beating the $92.3B consensus. Data center revenue surged 117% to $89.0B, while EPS of $2.22 also came in ahead.
Shares initially fell below $207 after hours, but the call changed the tone: management expects ~70% revenue growth in FY2028, well above the market's ~45% expectation, while Vera Rubin has now entered full-scale production.
The key takeaway: AI capex is still translating into accelerating revenue growth for NVIDIA.
Trade $NVDA on StableStock:
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Not investment advice. For informational purposes only.
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$NVDA reports Q2 FY2027 after the bell today.
Consensus sits at $92.29B revenue and $2.09 EPS, but the bigger question remains the same: is AI capex still translating into accelerating demand for NVIDIA?
Demand continues to broaden across hyperscalers, AI clouds, sovereign AI and frontier labs. At the same time, higher HBM4 and foundry costs put more focus on Rubin pricing, product mix and the path for gross margins.
Any meaningful H200 contribution from China could provide additional upside beyond the core expectations.
Recent targets: BNP Paribas $285 ยท Citi $300 ยท UBS $280.
Trade $NVDA on StableStock:
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Not investment advice. For informational purposes only.
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Nancy Pelosi's household just made its first disclosed bet on $BE.
The latest filing shows 15,000 Bloom Energy shares + 200 $100 calls expiring in June 2027. The household also added $INTC shares and long-dated calls.
The trade targets two sides of the AI buildout: chips and power. As data-center electricity demand accelerates, Bloom's onsite power systems are becoming another way to gain exposure to AI infrastructure.
Both $BE and $INTC from Pelosi's latest purchases are available to trade on StableStock:
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Not investment advice. For informational purposes only.
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KINGBOARD LAMINATES (HKEX: 1888) is riding the AI-driven #PCB# boom.
H1 revenue jumped 55% YoY to HK$14.9B, while net profit surged 209% to HK$2.89B, as demand for copper-clad laminates and upstream materials continued to outpace supply.
Momentum accelerated into H2: July profit reached a record HK$1.1B, nearly 40% of the entire H1 profit in a single month.
AI infrastructure demand is moving further upstream โ from chips and servers into PCBs and electronic materials.
#KBLAMINATES#, #KINGBOARD# and other related names are available to trade on StableStock.
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Not investment advice. For informational purposes only.
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$PDD Q2 2026 earnings are in
Revenue rose 8% YoY to RMB 112.4B, slightly below expectations, while transaction services grew 13% to RMB 54.7B and remained the key growth driver
Profitability came in stronger than expected. Adjusted EPS reached RMB 19.33, beating the RMB 18.51 consensus, while adjusted net income also topped estimates
PDD continued to step up investment in merchants, R&D and compliance, yet operating cash flow still grew 19% YoY to RMB 25.7B
Growth is slowing, but PDDโs earnings and cash flow show the underlying business remains resilient
Trade $PDD on StableStock ๐
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#AI4S# is back in focus.
$MRNA's historic Phase 3 cancer vaccine win reignited interest in how AI and data could reshape biotech.
In Hong Kong, #DiagensTech# (HKEX: 2526) is gaining attention. H1 revenue rose 21% YoY, while model-service revenue jumped 101%, now accounting for 87% of total revenue.
Other AI4S names in focus include #InsilicoMedicine# (HKEX: 3696) and #XtalPi# (HKEX: 2228).
All are tradable on StableStock.
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Not investment advice. For informational purposes only.
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A big week ahead for markets ๐
$NVDA earnings will put the AI capex cycle to another major test, while PCE will shape the Fed outlook and Warsh makes his Jackson Hole debut.
$PDD, $MRVL and $IREN also report this week.
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$MSTR is back in focus as a high-beta proxy for Bitcoin.
Strategy now holds 840,447 BTC at an average cost of ~$75,385, giving it direct upside as Bitcoin rallies.
The broader setup is turning supportive too: liquidity expectations are improving, while U.S. crypto market-structure legislation is back in focus.
BTC strength, liquidity and regulatory momentum are lining up โ putting $MSTR back at the center of the crypto-equity trade.
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Not investment advice. For informational purposes only.
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#POPMART# (HKEX: 9992) reported H1 2026 results below expectations as overseas momentum cooled.
Revenue rose 23.8% YoY to RMB 17.17B, while net profit increased 8.9% to RMB 5.04B โ both below consensus. A RMB 720M FX loss also weighed on earnings.
The regional split was sharp: China +47.3%, while the Americas fell 16.5% and Asia Pacific declined 9.7%.
THE MONSTERS remained the largest IP at RMB 4.45B, while Twinkle Twinkle surged 580%+ to become the No. 2 IP.
No interim dividend was declared. POP MART also proposed a share buyback of up to RMB 5B.
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Not investment advice. For informational purposes only.
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A heavy week for HK earnings, with Fed minutes hanging over everything.
$FN kicks things off Monday after the bell. $XIACY XiaoMi Tuesday, with handsets, EVs and IoT all under scrutiny at once. $BABA reports Thursday pre-market โ cloud growth and e-commerce positioning are the read. PopMart Thursday, where overseas expansion and IP monetisation decide whether the valuation holds. Innolight closes the week Friday with its first print since listing in HK โ optical module shipments and margins are what the market wants to see.
On the macro side, Thursday's July Fed minutes are the swing factor. If support for a hike stays confined to the three dissenters and Friday's PMI keeps cooling, the case for holding in September firms up, pressuring yields and the dollar while supporting growth stocks and gold. But if the minutes show more officials edging toward a hike, yields and the dollar could push higher regardless of soft data.
Watch the US-Iran situation all week. A joint statement paired with signals on easing the blockade could take the geopolitical premium out of crude.
For informational purposes only. Not investment advice.
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Appaloosa's Q2 13F shows a clear rotation: less memory, more mega-cap tech.
David Tepper cut $MU by 41% and exited $SNDK, while adding 55% to $META and 16% to $AMZN. The two now make up ~21% of the portfolio.
Not a broad semiconductor exit, though โ $TSM was increased 24%, making it the third-largest position.
Elsewhere, $BIDU nearly doubled while $BABA was cut 42%.
A reshuffle within tech, not a retreat from it.
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Not investment advice. For informational purposes only.
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Major U.S. and Hong Kong market indices are now available on StableStock.
Switch markets, track the S&P 500, Nasdaq, Hang Seng and more, and tap any index for the full chart.
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$SKHY just announced its largest-ever capital return: a KRW 40tn (~$28.6bn) share buyback, covering ~3.3% of shares outstanding, with all repurchased shares to be retired.
The bigger shift is in capital allocation. SK hynix plans to raise shareholder returns from up to 50% to over 50% of cumulative FCF for 2025โ27, with higher regular and special dividends also under consideration.
The buyback was largely expected. What comes next matters more: how far above 50% SK hynix is willing to go.
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Not investment advice. For informational purposes only.
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