Review of Key Insights from the TVB Program 'Niu Niu Talks U.S. Stocks' (October 20-24, 2025)

Li Guanhao: $Hims & Hers Health (HIMS.US)$ The stock price has retreated 23% from last week's high of $65, marking the largest decline in nearly three months. The 14-day Relative Strength Index (RSI) indicates the current price is around 43, nearing an oversold condition, while also approaching the lower Bollinger Band, which may technically trigger a buy signal. HIMS will announce its Q3 earnings on November 3. Following the Q2 results announcement, the stock fell by 12%, as the market adjusted to valuations after a period of high growth. Personally, I believe Q3 results will benefit from strong demand, slightly exceeding expectations. In the absence of significant negative news, the stock could stabilize and target the $58 level.

Terence Tam:To understand the stock’s movement post-earnings, we can use the new PC version of the BullBull platform’s options feature to examine the current distribution of options positions and forecasts. Market expectations suggest... $Netflix (NFLX.US)$ Post-earnings volatility is expected to be approximately within 7%. This implies that investors need not be overly concerned about fluctuations of up to 7%, as it does not necessarily indicate a reversal in stock momentum. From a positioning perspective, the resistance level is at $1,300, with support at $1,160. Whether the stock price can break through this range will be a critical factor.

Fiona Feng: $Tesla (TSLA.US)$ The full progress of Tesla's FSD (Full Self-Driving) technology and robotics continues to be a focal point for the future. Among these developments, the humanoid robot 'Optimus' is expected to enter mass production next year. Elon Musk has even suggested that Optimus could eventually account for 80% of Tesla's value, with further potential for its divisional performance to be unlocked. Observing Tesla's breakthroughs in production capacity and strategic positioning bodes well for its future financial performance and stock price. Additionally, Musk's exceptionally high compensation package warrants attention; shareholders are set to vote on it on November 6th, and whether it passes or not, it will likely cause significant fluctuations in Tesla's stock price. Technically speaking, the stock’s key support level lies at $400, and the short-term target could reach the previous high of approximately $470.

Huang Hongchang:Gold remains a suitable asset for medium- to long-term allocation as a hedge against excessive currency issuance by various countries. For general investors, $XAU/USD (XAUUSD.CFD)$ it is advisable to incorporate options tools or extend the deployment timeline as much as possible, dividing investments into smaller tranches to mitigate the impact of short-term volatility on net asset value. Brent crude oil $Crude Oil Futures (AUG6) (CLmain.US)$ fell below $60, prompting Trump to revisit strategic reserve purchases. Amid political and trade negotiation pressures, apart from China, another major buyer, India, also indicated that it would gradually reduce purchases of Russian crude oil. Personally, I believe that $60–$70 represents the critical threshold that some U.S. oil extraction companies can endure. Traditionally, crude oil spot prices tend to hit lows in the fourth quarter, making this an opportune time to signal buying interest. If there is a market rotation in U.S. stocks dominated by tech shares, large-cap companies within the energy sector with stable dividend yields or capital return rates could be considered for investment.

Huang Zizheng:The quantum computing sector has seen considerable volatility over the past week, with several quantum computing concept stocks retreating nearly 40% from recent highs. $Rigetti Computing (RGTI.US)$ Last night, a company announced it was in negotiations with the U.S. government regarding quantum financing, leading to both price and volume surges. Excluding ETFs, it became the ninth most actively traded company on the U.S. stock market last night. Among the top 20 most actively traded companies, multiple quantum computing-related names appeared on the list. Currently, companies whose main business revolves around quantum computing remain unprofitable, with limited real-world applications, still representing a very nascent concept. RGTI, for instance, boasts a market capitalization exceeding $1 billion but generated only $10 million in revenue last year, with less than $3.5 million in revenue for the first two quarters of 2025. Traditional valuation analyses cannot be applied to such firms. However, there is room for speculative interest based on news flow, though risks remain high. Investors should manage position sizes carefully and adhere strictly to stop-loss measures.

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