UBS

ercanbas

Tesla’s vehicle delivery numbers for 2025 have shown some ups and downs based on available data. In the first quarter of 2025, Tesla delivered 336,681 vehicles globally, a 13% drop year-over-year from 386,810 in Q1 2024, falling short of analyst expectations of around 377,592 to 407,900 units. This was attributed to production challenges from the Model Y refresh across all factories and some brand-related issues in the U.S. market. For the second quarter of 2025, Tesla announced on July 2 that it delivered 405,999 vehicles, a 9% decrease from the 444,000 delivered in Q2 2024 but a 21% increase from Q1 2025’s 336,681. Production for Q2 was 410,831 vehicles, slightly up from 410,000 in Q2 2024. Despite the year-over-year decline, the numbers beat some analyst estimates, which ranged from 355,000 to 400,000, with UBS predicting 366,000. Looking at the full year, Tesla delivered 1,789,226 vehicles in 2024, a 1.07% decline from 1,808,581 in 2023, marking the first annual drop in over a decade. For 2025, analysts initially expected around 1,851,001 deliveries, but Q1 and Q2 results suggest Tesla may fall short unless later quarters rebound significantly. Posts on X reflect mixed sentiment: some highlight demand recovery with Q2 estimates around 358,000 to 400,000, while others note challenges like brand perception and competition, especially in Europe and China. If you’re asking about future quarters or specific models like the Cybertruck, let me know, and I can dig deeper or clarify!

Euphoric-Magazine300

The MU manip is real. UBS has it as a top pick. Multiple upgrades.

Spy300

>Hedge funds have been buying oil futures into the weakness and there's more interest in upside positioning via calls and call spreads: UBS 🤔

MarketCrache

The U.S. added a thousand new millionaires a day in 2024: Report. America's millionaire population grew by 379,000 for a total of 23.8 million, the most of any country, according to a new study by UBS.2 days ago

MrMarket2022

Great questions — and this is where SYME’s value gets seriously misunderstood. Inventory monetisation IP isn’t just some concept or a front-end portal. It’s a patented, regulatory-compliant, multi-jurisdictional financial architecture that enables companies to move inventory off-balance sheet without taking on debt and without selling to end customers. That’s huge. What makes it unique — and incredibly hard to replicate — is the legal + financial + technological trifecta. It uses a system of Special Purpose Vehicles (SPVs), digital custody records, and insured structures validated through regulated asset managers and banks. It’s been tested in Italy and the UAE. Most “copycats” fall down on the legal or compliance side — SYME already has that in place. BURU now controls this via the $6M share swap. If they successfully plug this into Tekne (with its €309M order book and physical inventory), they can unlock millions in working capital. That’s real utility — not hype. Matteo Ricchebuono and Dario Barasoni are not mere consultants — they hold formal and influential board-level roles at BURU. Matteo, a non-executive director, brings top-tier financial pedigree from Deutsche Bank, UBS, and Global Funds Europe, where he managed institutional relationships with groups like Lazard. He has personally structured BURU’s financial turnaround, including the SEPA and S-1 pathways, and is the key architect of its capital strategy. Dario Barasoni, meanwhile, is a full board member and Executive Director with deep operational and international business experience. Based in Dubai, he serves on the Italian Chamber of Commerce for Southeast Asia and has held leadership roles across fintech, logistics, and strategic development sectors. Together, they represent a powerful combination of financial credibility and global operational reach — far beyond the role of external advisors.

MrMarket2022

Totally get the scepticism — BURU and SYME both have complicated pasts. But the $6M equity swap isn’t just smoke and mirrors. It was a strategic move to bring SYME’s inventory monetisation IP under BURU, where it could be regulated, financed, and linked to real industrial demand — like Tekne’s €309M+ military backlog. If SYME’s platform can unlock even a fraction of that for working capital, that $6M looks very cheap — especially as BURU is now positioned to roll this out across other NATO-aligned suppliers too. Also, this isn’t just Zamboni’s project. Matteo Ricchebuono (ex-Deutsche Bank/UBS) has personally fronted funding, and his likely relative Giorgio is now President of Tekne. You’ve got Dario Barisoni on ops, ex–AlixPartners. These guys have serious institutional backgrounds — they don’t show up for shell games. The history may be weird. But the structure forming now is very real — and potentially explosive.

SomeTimeBeforeNever

All this started back in 2020. Finra and S3 changed how short interest is reported in the aftermath of January 2021 and we discovered myriad ways for hedge funds and market makers to conceal short interest via swaps and paired calls and puts. There are legacy shorts in swaps that have been causing period spikes in the share price over the last five years. Those swaps took out archegos and credit suisse and now UBS has them and the reporting on themhas been delayed about 50 years. Probably many others too. It’s funny how in a public market, a lot of information and data is unavailable. This has all been well documented, im just the messenger.

GoZukkYourself

UBS: MARKET OVERREACTING TO MIDDLE EAST TENSIONS UBS says markets often overreact to geopolitical events, and the current Middle East crisis is no exception. Unlike past oil shocks, this conflict poses little threat to supply, with Iran making up just 1.6% of global output and no disruptions reported. UBS advises buying market dips, expecting only a mild pullback. It remains bullish on global equities, defense, and gold—forecasting gold to reach $3,500/oz by end-2025. Bottom line: UBS sees fears as overblown and expects markets to stay supported by policy, wages, and AI-driven growth.

likwitsnake

Didn’t this literally result in a Swiss bank having to be acquired by UBS?

Takemypennies

The banks he signed the swaps with put the noose around him. They clusterfucked themselves by liquidating his positions. They put the noose around him by forcing him to take a shitty hedge position to what he had which cratered the his portfolio. iirc, they tried to do an orderly sale to get their cash back, but Goldman and Morgan Stanley fucked everyone by selling first. Nomura, Credit Suisse, and UBS got left holding the bag. If he wasn't such a 'tard and didn't leverage himself to the eyeballs, he would still be printing money.

fn_gpsguy

I’m retired and of an age similar to your in-laws. My siblings have used the same Merrill Lynch FA my parents (deceased) used and are happy. For a number of reasons, I decided to pay for AUM in retirement. I got a referral to UBS from a trustworthy friend and have been happy with that decision. I have four investment accounts using 3 different strategies. My guess is that your in-laws might have filled out a questionnaire - before the meeting or homework afterwards to gauge their aversion to risk, what their goals might be, etc. And, what you refer to as signing “contracts” was probably just the paperwork to transfer the accounts from Fidelity to Merrill Lynch. My guess is that once the accounts have been transferred the FA will analyze them and devise a game plan. If there were taxable brokerage accounts transferred in-kind (avoiding unnecessary sales/taxation), there may be talk about selling some that don’t align with their goals, new strategy, etc. Here are a couple of thoughts you might have them ask the FA? 1) How often will the FA talk with them? I talk with mine quarterly - he might recommend selling/purchasing stocks that have been removed or added to the strategy. At the end of the year, I tell my FA how much I want taken out of my inherited IRA (significantly more than the minimum). 2) Will these accounts be non-discretionary? If non-discretionary, the FA can’t make trades in the account without the owner’s approval. If discretionary - the FA can trade without approval and depending on the account, it might affect their taxes and possibly their Medicare premiums if their MAGI is too high. (I am subject to IRMAA surcharges).

Conscious-Daikon-308

Careful many Sps from LB have been reimburse at 60% I think. More recently all SPs from Credit Suisse Issuer have been taken in UBS books. Yes there is an issuer Risk.

MrMarket2022

Totally get the concerns about Zamboni — SYME’s history hasn’t inspired confidence for many retail holders. But it’s important to note: Zamboni is not the one calling the shots at BURU. The key figures shaping the financial and operational strategy now are Matteo Ricchebuono and (more recently appointed) Giorgio Ricchebuono, who has just taken over as President of Tekne (BURU’s acquisition).These aren’t random hires — they’re highly credentialed finance professionals with long-standing institutional backgrounds. Matteo (BURU director and financial backer) has worked at Deutsche Bank, UBS, and Lazard-linked Global Funds Europe. He’s also President of S.F.E. and sits on the board of a Luxembourg SICAV. Giorgio (now at Tekne) was Deputy GM at UBI Banca and a university professor. If they are indeed related — as many are now speculating — this isn’t a coincidence. It looks like a well-structured realignment of capital and operational control across BURU, SYME, and Tekne. Then there’s Dario Barisoni, who brings heavyweight operational credibility. He previously served as CEO for SIAE Microelettronica in the Middle East and Asia, managing multimillion-dollar telecom and defence infrastructure projects across sovereign clients. His leadership in scaling subsidiaries in Asia and the Gulf, along with executive roles at Rohde & Schwarz and Marconi, makes him a serious asset. He’s not here to front for a penny stock — his profile screams institutional-grade governance and delivery. Zamboni’s real role? He’s the strategic owner of the SYME monetisation platform — the IP and tech BURU is now leveraging to unlock cashflow from Tekne’s inventory. That cash unlock is critical: Tekne has a €309M and growing order backlog, with current annual revenues at €50M+ and healthy margins. SYME’s tech would allow them to monetise stored or in-production defence inventory without debt, accelerating delivery timelines and enabling scale. So while Zamboni’s presence raises eyebrows, it’s the Ricchebuonos — Matteo on the capital side, Giorgio on the defence ops side — and Barisoni’s real-world delivery expertise that are now visibly leading the charge. That changes the entire credibility profile of this turnaround.

Nevertoldbadstory

Voyager went public at a time when the Trump administration is seeking to significantly increase spending on defense and space programs. Last month, Trump also announced the development plan for the "Golden Dome" space-based missile defense system. UBS analysts mentioned in a report that aerospace companies cooperating with government agencies often have stronger order certainty, **especially projects with the U.S. military and NASA, which are usually accompanied by long-term funding support.** However, Goldman Sachs has noted in a report that the valuations of non-leading aerospace enterprises are highly dependent on government projects, and policy fluctuations may lead to significant volatility in performance. 

MrMarket2022

I’ve been following closely too and have to say, the speed and creativity of the financial restructuring at BURU is impressive. What’s even more reassuring is who is behind it. Matteo Ricchebuono — ex-Deutsche Bank, UBS, and now head of GFG Funds — isn’t just advising here. He’s actually fronted early capital to keep BURU moving while the $ https://preview.redd.it/qven4fwq2b6f1.jpeg?width=1280&format=pjpg&auto=webp&s=908896646a8da9b9377952932219b190282b089d 100mil SEC shelf clears. That shows conviction. You don’t risk personal cash and reputation unless you believe in the upside. On the operational side, Dario Barisoni brings 20+ years of international leadership, including as CEO for SIAE Microelettronica’s Asia/MENA division, delivering major telecom infrastructure across emerging markets. These aren’t your average AIM boardroom faces — they’re institutional-grade. They’re not backing a penny stock for vanity. They clearly see real synergy between BURU’s high-spec laser IP, SYME’s monetisation platform, and Tekne’s NATO-aligned military and industrial client base. This could be a sleeper story that catches people off guard if it all clicks. I really like some of the vehicles too - see battle tested vehicles used in Ukraine for Tekne.

cutiesarustimes2

The number of people planning to buy an iPhone within the next 12 months declined in the U.S. to its lowest reading in five years, UBS analysts say in a research note. Their survey of more than 7,500 smartphone users also found that 12-month iPhone purchase intent is down in China and the U.K., while being up slightly in Japan and flat in Germany. The overall softening is a headwind for Apple as the average age of its popular smartphones rises, the analysts say. The survey is consistent with their view of sluggish iPhone demand on the horizon

Kxr1der

I made no changes to how I invest and never do (flat amount into a UBS automatically managed account every month) I'm perfectly happy with my decision

AI-Is-A-Scam

More than half of all major banks surveyed by the Financial Times, including Goldman Sachs, Morgan Stanley and UBS, are forecasting the dollar will rise even further next year. Deutsche Bank expects it to reach parity against the euro in 2025, having already strengthened from $1.11 at the start of October to around $1.05. As a result, many fund managers are dismissive of Trump’s chances of being able to weaken the US currency in order to help domestic industry, whatever his rhetoric may be. The idea of a weaker currency under Trump is “a bit of a pie in the sky”, said Sonal Desai, chief investment officer at Franklin Templeton Fixed Income. “Most of the policies that he’s talking about so far, which seem definitely to be front and centre, will actually be dollar positive — not dollar negative,” she added. Financial Times, 12/17/24 🤡

Affectionate-Idea690

Wall Street firms, including Barclays, Deutsche Bank, and UBS, have raised their year-end S&P 500 forecasts amid easing tariff concerns and a resilient US economy. Barclays raised its target to 6,050 from 5,900, citing "peak tariff uncertainty" and the potential stimulative effect of the tax and spending bill. The stock market's outlook remains cautious, but the firms expect corporate earnings growth to normalize in 2026, leading to a potential S&P 500 end of 6,700, about 12% above current levels.

joyreneeblue

which ratios? Their EPS is estimated at 13% going forward. Several analysts upped their price targets for CEG to $365 CFRA, $360 (Wolfe), $350 (UBS, BMO), $318 Citigroup. CEG just signed a  20-year power purchase agreement with META to supply nuclear energy from its Clinton Clean Energy facility in Illinois. CEG is worth watching & investing in - IMHO.

onehandedbackhand

UBS Lofts of regulatory risks weighing down on that one at the moment (which might materialize so I wouldn't advise opening a position...)

eXistenceLies

I left this company for another company that is fully remote. They provide a 401k as well, but currently on contract and I hate the contract's 401k company (UBS). Fees out the ass for every purchase and I have to call each time I want to transfer my funds, etc. After my year is up I go direct hire with the current company.

kukbajs

I like SPOT, UBS. Waiting on Klarna IPO.

SpicyPanda27

UBS Investment Analyst over here 

MurrayLebowski805

JD visited town in Switzerland before glacier collapsed. Puts on UBS

eXistenceLies

I have $270k from my previous job/401k (was invested in SP500) that I left. New job has a different 401k that I do not like (UBS Wealth Management) and I won't get into it here as that is another story. I am rolling it over to another FI for a 1% match. Upon doing so I will now have more stocks I can invest in compared to where it was before. I have 2 other investments, a self directed @ 25% gain since I started it in 2023 and a Robo Roth IRA @ 6% gain since March of 2025. Self directed account stocks are SFY, SOFI, O, T and SCHD. Robo Roth IRA has too many to list. I would like to invest a decent amount into high dividend stocks. 50% will at least be invested back into SPY/SP500. What choices would you guys go with or should I not put anything into dividend stocks with this large 401k?

GoZukkYourself

TSLA - UBS REITERATES SELL ON TESLA, CITES DECLINING GLOBAL INTEREST UBS analyst Joseph Spak maintains a Sell rating and $190 price target on Tesla, citing falling consumer interest in Tesla and EVs across the U.S., China, and Europe. The UBS survey shows U.S. market saturation, limited models, and affordability issues; in China, rising competition; and in Europe, possible brand damage linked to Elon Musk’s politics. Spak remains cautious, noting that while there’s excitement around Tesla’s robotaxi and robotics ventures, challenges in the core auto business pose risks, especially with potential regulatory changes in California.

Memes_Jack

[$TSLA](https://x.com/search?q=%24TSLA&src=cashtag_click) \- UBS REITERATES SELL ON TESLA, CITES DECLINING GLOBAL INTEREST Believe it or not Calls...

FxHorizonTrading

Yep I actually meant managed funds - by professionals - not by you Depending on your sums, talking to a wealth advisor (usually your bank or broeker of choice, fidelity, vanguard, schwab, JP, UBS,...) can get you linked up to such Going with bonds does have the same fx risk as stocks I think you may have to re-evaluate what you actually fear and what you want to achieve

CannadaFarmGuy

Game holding company. Currently at 6+ billion$ in reserves. 1.3b was raised to be used for btc. Did they buy or not? Tbd at next earnings. Look into other companies doing this. Aside from that, stores still trimming, selling off internationals progressing rapidly. The used gamestore is actually profitable now. PSA card grading partnership is growing rapidly. Ceo still not taking a salary Keeps diluting, keeps holding all cash, share price keeps rising. It aint going broke. Now the tin; Shorts are future buyers , and the court documents state 226% and the SEC report states shorts didnt cover. They are using swaps, there are multiple batches of them , and i believe they can be tracked through volume. Watch the volume. It aint retail. **swaps** UBS is holding Credit Suisses bag of dogshit, look at them panic over there. Japan carry trade could also be tied into this, RK memes.

semidegenerate

Not to mention, UBS thinks "the Trump administration is preparing to roll out a more targeted round of tariff hikes this summer." https://investorsobserver.com/news/ubs-trump-is-preparing-another-round-of-tariffs-this-summer/

Such_Region2724

every UBS talking head is always saying the craziest bullish copium ever heard 

bikingbrett

Project Atlas (midsize variant) alone makes Lucid (LCID) a compelling investment. The Air and Gravity models were stepping stones leading to Atlas. An official announcement is expected this year, with production starting next year, timelines established prior to the Nikola acquisition. Key considerations: * Acquiring Nikola accelerates the production timeline. * Provides potential for additional variants or partnership production capacity without impacting existing lines. Overall, downside risk is minimal given strong cash reserves through Atlas production and continued investments from major institutions (Vanguard, BlackRock, UBS) and the Public Investment Fund (PIF).

Salt_Yak_3866

I am bullish on both, but you apparently missed this: Market observers note growing deployment challenges for Nvidia systems, cooling, configuration, and supply-chain complexities, which could benefit AMD's simpler solutions. UBS analyst Timothy Arcuri remains optimistic on AMD's AI roadmap, citing rising traction with the U.S. cloud providers

Old-Course-4145

They did as the stock was around CHF 2.00 and it looked like a penny stock. The 1:40 reverse split makes a share worth now around CHF 80.00 which is a reasonable price in the Swiss Stock Market. They recently held a Capital Markets Day. Following that day the price targets were raised by some Analysts (e.g. UBS raised to CHF 94.00 from CHF 80.00 I believe). I‘m still invested by Long Calls will a long maturity date. The company management proved that they are able to take it to the next level and the refinancing of their bond at a much lower interest level will further improve their cash flow and the availabilty to further deleverage.

CyberPatriot71489

Credit Suisse was holding a bunch of toxic bags because of retail investors. UBS assumed those liabilities and it only a matter of time before the Swiss banks are no more

sanelongtermplay

There has been a shakeup with big institutional ownership. UBS bought 10% in the last 2 quarters and T Rowe Price divested (they supported poison pill to prevent buyout in the past) and good riddance to them. Maybe the new dynamic will shake up the board.

Privatewanker

Depends… those who want to go cheap and flexible and who trust their bank simply buy XAU on the current account. Then there are ETFs like this one: UBS Gold ETF ISIN CH0106027193 - UBS claims it is physically backed and in theory you could even have it paid out to you i think. But then I also have clients who actually own no-fungible gold bars, meaning every gold bar has its exact number which belongs to the client and is indicated on the account. It gives some additional emotional value but it‘s a pain in the ass to move it if you ever need to because a gold transport is at least USD 15k if moved within a city. Then there are those who take a bank deposit box and put coins and stuff in there. Also cheap and save but once you want to sell it you need to proof to the bank that you didn‘t just get it from a recent drug deal or whatever. Apparently for every ounce of gold there are between 50 - 100 ounces worth of claims in fictional gold outstanding (Future contracts, XAU accounts, ETFs and other derivatives). So owning some physical gold for real sounds nice.

schweinekuchen_

i know you won‘t read this comment but i do not only share your opinion but Oswald Grübel, one of the most known bankers and ex CEO from the biggest banks (yes, bankS) UBS and Credit Suisse also stated in an interview that we will see a correction coming. not just because overprized but also housing and us debt/loan. question to be asked is not if but when

Jehoopaloopa

JP Morgan, Goldman Sachs, CITI, UBS etc

RedOctobrrr

Archegos swaps (the one and only Bill Hwang) -> Credit Suisse -> UBS Can't link anything here.

DecrimIowa

in 2022 the conditions were very different than they are now and there was still a good amount of resilience in the system, not to mention COVID QE money still sloshing around. Silicon Valley Bank, UBS acquiring Credit Suisse and Archegos were canaries in the coalmine though. also the Saudis and UAE starting to settle oil trades in Yuan. I don't care if it happens in a few weeks, a few months or even a few years- the collapse is starting and in a decade or two, historians will look back and say that it started happening in the post-covid years even if it wasn't recognized at the time. Honestly though there's probably going to be money to be made in (rapidly depreciating) dollars right up until the moment of collapse, and people will still be playing in the casino as it burns down. I wish you and the rest of the bulls on here the best of luck but I just hope you all recognize the risks inherent in the current environment and don't gamble with more than you can afford to lose.

skierx31

I met this guy once in the weehawken UBS offices, not surprised. He was hawking some tech product when we questioned him on his company strategy and how his product would integrate he stood up put a leather purse over his shoulder and said - you think I need your business I have bank accounts in the caymen’s and walked out.

ROH1234

Lots of Q1 earnings reports have strongly exceeded expectations (mag 7, pharma, JPM, UBS). The markets going up so clearly people are optimistic at least in the short term. Would be good to hear discussion on why, beyond the reddit “markets are delusional!!”

Cantstopdontstopme

UBS

No-Definition-2886

I very clearly understand the rules I’m using. That’s why [managing directors at Scotiabank and UBS](https://medium.datadriveninvestor.com/why-i-a-27-year-old-black-man-left-my-400-000-year-fully-remote-job-to-become-an-influencer-74737d6cc332) are considering me the AI expert and have expressed how impressed they are with the platform. It’s not a project. It’s a business. I’m sorry your IQ is too low to understand the value. I’d be an angry troll on Reddit too if I was this dumb. Have a good day

drizzyjdracco

📅 Upcoming Earnings Report 📈 Analyst Sentiment Loop Capital: UBS: 🧾 Insider Activity 🧠 Strategic Considerations Given the upcoming earnings report and recent stock performance: Risk Management: Profit-Taking: Monitoring: Would you like assistance in setting up alerts for the earnings release or guidance on placing limit orders through Fidelity?

noplanman_srslynone

LLY got UBS angry downgrade  LLY meeting with MangoTango Wednesday  LLY earnings Wednesday  

Brett-_-_

Another aspect Burry ran into was that the very banks that would give the payout for the credit default swaps were dealing with potential imminent bankruptcy because they had heavy exposure to real estate mortgages. So he had the investment right, but it took miraculous maneuvering to sell the investment, since the liquidity within the banks was pouring out to purposes that would save the bank(s). UBS ended up buying many of these swaps according to the movie. By pricing the credit default swaps higher (and therefore divulging their real value), the banks would effectively be publicly admitting to how bad their real estate mortgage holdings actually were. I think the movie showed the banks avoiding the disclosure by artificially holding the price of the swaps down.

IntrepidFarmer5666

UBS and CITI are on a downgrading spree just destroying valuations 

Such_Region2724

UBS guy on CNBC glazing 🥭 like crazyyyyy omg glad I have a put on them

patchyj

Ring ring, it's ~~credit suisse~~ UBS

Marlov

Wtf are you on about. NO ONE in a market this deep is that powerful. 5.7m options & 143m shares have traded so far today. No one is big enough to get in front of that freight train on a daily let alone weekly basis. If your theory had any merit the "manipulators" would never lose on options. Your theory just suits the narrative for what has happened to your positions today. Where were these manipulators who had sold a bunch of options when the stock halved in value earlier this year? Did they forget to do their manipulation? Had the month off? Also the MMs do not carry risk, they intermediate. Contrary to your theory, whoever sold those 1000 puts also sold a bunch of stock to hedge the delta. They did NOT double down and buy more stock to "prop it up". Guess what just happened on that sold stock delta hedge today? Even the biggest traders in the market have risk limits and stress tests they are constrained by. Buying more delta to avoid sold options being exercised is a guaranteed way to get carted out and fired. If someone has $10bln in stock to sell on any given day you're going to get double fucked when that comes to market. The other thing you need to get your head around is options are purely a volatility trade. If you're mindlessly buying them for delta exposure you're doing it wrong. Like I said the guy who sold all these puts either sold stock or sold calls to manage delta. In both scenarios their face has been ripped off by those negative deltas (today at least) . You did a shitty trade. Me too in fact. But don't blame someone else for it. Or if the game is so clearly against you then stop playing but don't bitch about it when you lose. And your last comment is laughable. Think about this shit before spouting it. Multiple unique manipulators would need to coordinate to have the desired result. That is NOT fucking happening. I guarantee you the 10 biggest TSLA MMs/ traders are all working off different models and pursuing unique strategies. Wall street isn't fucking OPEC. They don't have a morning meeting across Citi, Goldmans, UBS and agree to go hard on sold puts and jam the stock higher untii expiry. If they did... What do you think happens to the stock post expiration when they stop buying? Hahahahaha

noplanman_srslynone

Give the old girl time, has to get out of the news :) Then buy more! USD is 1.13 right now UBS just upped their estimate to 1.22 from 1.12

LighteningOneIN

**Long story short he means to say this -** * **Earnings after close today** – second among the “Magnificent Seven” to report. * **Tech weakness overall** → Big test for Alphabet amid uncertainty. * **Chart setup:** Double bottom forming. Break above **$160.77** = trend reversal signal. * **Estimates:** $89.1B revenue (+11%), $28.58B op income (+12%), margins slightly up. * **Cloud:** Record $12.3B rev expected, but profit might dip. Watch for tone on strategy (aggressive vs. cautious). * **Legal/Regulatory:** Antitrust ruling = potential ad divestitures (modest financial impact). * **Tariffs/macros:** Alphabet’s ad biz could get hit indirectly from global uncertainty. * **Price Targets:** Lowered across the board (UBS: $209 → $173), but still mostly **Buy** ratings. Avg PT = \~$204. * **Moves:** Short-term puts = potential hedge; long-term hold still makes sense. Covered calls could be solid if you own shares. Alphabet is still a long-term play, but earnings today could decide how rough the near-term road is.

noplanman_srslynone

NP, it's a good hooe to hide cash if the dollar goes the way UBS thinks it will. 7%+ so far this year

lipmanz

It’s definitely shown as a low probability, but with 4 cuts as the consensus (Barrons, CNBC, UBS) we would go 4 for 5 in meetings the rest of the year or a big one in June?

NOT_MartinShkreli

I snagged the May, June, July calls after it dropped from $28 to $21 so just gonna let those ride and play some weeklies in small amounts until I get paid on those I think a big run is coming with UBS freaking out over the credit suisse trash they absorbed and are now on the hook for

Business-Bunch1806

UBS

legedu

>you acknowledge if they buy any Bitcoin you have lost value compared to buying Bitcoin yourself? Yes, if all they do is buy Bitcoin. >as opposed to GME at a PE of like 80. No one investing in the company is looking at a PE value of this. I addressed that. >Can you describe how you think their offering worked? It is spelled out in the filings and is a commonly understood way to raise capital. They issued new shares to institutions at the current market price. >I'm curious if you'll be honest about what the institutions purchased. Took me 10 seconds to Google [this.](https://www.nasdaq.com/market-activity/stocks/gme/institutional-holdings) I agree the people going 100% into the stock are cultish, but I don't think it's a cult. You'll see some crackpot discussion on the subreddit but there are obviously sophisticated people discussing it too. Look at the institutional holders. Is UBS a cult? CalSTRS? Canada Life Assurance Co? >None of what you are saying is describing why Gamestop is a good buy, you've now simply moved on to complete speculation. None of this is speculation. There are literally receipts for all of it. I never said it's a good buy. All I said is I have a small allocation. Again, I'm not trying to convince you to buy it. I really don't care what you, some mystery person on the internet, does. You asked me some questions and I answered them. If you still think the outperformance boils down to cult buying, I'm just going to respectfully disagree.

Affectionate-Idea690

H&S forming. Should be good for $190 over the next 45 days...butt TD Cowen now sees the stock at $195, down from $210. UBS lowered its target to $173 from $209, while Scotiabank revised its estimate to $200 from $232. All three firms continue to rate Alphabet as a Buy.

Zorna21

**UBS strategists see the euro at 1.23 against the dollar by year-end**, up from about 1.13 on Wednesday, and they forecast the yen trading at 130 per dollar in that period from the current level of near 143. HODL EURO WIN BIGLY [https://www.bloomberg.com/news/articles/2025-04-23/ubs-cuts-dollar-outlook-again-says-us-china-is-key-for-its-path](https://www.bloomberg.com/news/articles/2025-04-23/ubs-cuts-dollar-outlook-again-says-us-china-is-key-for-its-path)

racks_long

\*\*\* BLOOMBERG - [UBS Cuts Dollar Outlook Again, Says US-China Is Key for Its Path](https://www.bloomberg.com/news/articles/2025-04-23/ubs-cuts-dollar-outlook-again-says-us-china-is-key-for-its-path?srnd=homepage-americas)

noplanman_srslynone

[ UBS Cuts Dollar Outlook Again, Says US-China Is Key for Its Path](https://www.bloomberg.com/news/articles/2025-04-23/ubs-cuts-dollar-outlook-again-says-us-china-is-key-for-its-path?srnd=homepage-americas) # So March was USD/EU 1.12 forecasted and now it's 1.23....

VirtualBeyond6116

Actually, I'll defend Clinton on that one a bit. But yeah, deregulation is such a catalyst for future chaos while everyone celebrates in the moment. I literally did my internship around 1999 or 2000 at a stock Brockerage. UBS PaineWebber. The Broker I was assigned was educating me and the junior broker on the economic and market situation. Even some professors at the time were explaining it. 1. People are free to invest their money anywhere they want. The govt can't really control that. 2. A normal, competent administration that sees a massive red-flag in the market will try to do what they can to correct it without spooking everyone. 3. At the time, people were so eager to throw their money into stocks, dotcoms, anything tech, etc cause the markets were going crazy, people wanted to invest, and so on. The age of Over-Exuberance is what the Fed, Alan Greenspan, and other economic pros were calling It at the time. So the broker and professors at the time explained why rates were going higher. It was to incentive people to slow their investing into the stock market as they saw a bubble forming, as well as inflation. People were gonna get wiped out without a slowdown. So, interest rates were getting higher and higher to make It attractive for people to put their money in money market funds. CDs even started paying like 6% or more at the Time which sounds insane now. As the market became more irrational, interest rates kept rising. It obviously wasnt enough. Then after the dotcom burst, people had little faith in the market. So the opposite happened. Those with money went to bonds, treasuries, CDs, safe stocks, etc and few were investing in the market. That's when Bush was coming in. So, what did the Fed do? They started cutting rates to get people back into the stock market. Of course 9/11 happened which then supercharged the problem,, then the kterer rate cuts, etc. The byproduct (and deregulation) of that led to the start of the housing market bubble. Real estate became the deferred, safe way to earn more than 5% on your money. History repeated itself as the housing market became a bubble. They were trying to increase the rates a bit at the time, but then the crash happened so, they kept rates low, almost zero %. And of course Bush was an incompetent president who started 2 endless wars and devoted so much of our resources to them, they never bothered to truly address the bubble forming, or just didn't care cause rhe "war on terror" was the priority. I'd literally never had rates become high when I had money, til like 2022 and 2023. It was a strange concept to earn 4% or more on CDs. Sorry for the long rant. Having a few beers waiting for a flight.

AcrobaticComposer

Right, basically I cannot really decide between the two. The difference in TER is very significant in favor of UBS but ZKB somehow "feels safer"

AcrobaticComposer

Why not the UBS gold ETF? The expense ratio is like 0.2% vs 0.4% for the ZKB one

bitcointwitter

Rather have Trump then Powell at this point. Powell, kicked the GAMESTONKS can of crime illegally for the FED RESERVE APEX clearning house for the Rothschild neice "TRICCIA ROTHSCHILD" of JAcob Rothchild fed reserve hidden family who got fired in Feb 2021 for it. [https://www.sec.gov/Archives/edgar/data/1834518/000119312521049864/d137294dex991.htm](https://www.sec.gov/Archives/edgar/data/1834518/000119312521049864/d137294dex991.htm) Facts. & DTCC insurance of stock market for 4 damn years... dont forget these assholes made over 15 to 30+ new laws after guess what 100 DAMN YEAR after this scandal in the OCC including rule 5. Google "gamestop occ rule 5 document 2021" they are scrubbing history literally as this second. If you think this is a joke... HERE is a CFTC deriviiate report about UBS on April 15, 2025. WITHHOLDING MARGIN CALL REQUIREMENTS for BAG HOLDING since literally 2006 to 2024. [https://www.cftc.gov/PressRoom/PressReleases/9066-25](https://www.cftc.gov/PressRoom/PressReleases/9066-25) Think of it like this... if someone owed you rent, in 30 days. And the BANK and POLICE Say''' FUCK U DONT PAY? Your not angry? Then you say when do you get your money? And the Police say "WHENEVER YOU DIE, you paid?" SUre. And you wonder why CFTC guy incharge resigns after creating crime? Hiding evidence for 4 years. [https://www.cftc.gov/PressRoom/SpeechesTestimony/behnamstatement010725](https://www.cftc.gov/PressRoom/SpeechesTestimony/behnamstatement010725)

8thSt

UBS with a casual 25% premarket pump. I thought they were holding all those credit suisse bags? It’s good to be a bank apparently.

lazy_apple

If UBS could go to $0, that'd be great.

Embarrassed-Amoeba62

Well... the Credit Suisse in Switzerland sort of broke with the "only banks" part. But UBS is holding strong.

Significant-Mango203

Bruh CitiGroup upped the price target to 18.00 from 12.50 , UBS also raised it from 12 to 14.

Main_Ad5511

CHF denominated GOLD ETF $AUUSI from UBS is killing it!!!! -

Stonna

Long story short, a hedge fund (Archargos?) went bankrupt and their debt was passed on to their backer which was Credit Suisse Well the bags are apparently so bad it caused Credit Suisse to go under and the government forced UBS to acquire Credit Suisse Some high level executive locks away the information pertaining to the bags for 50 years. Then he retires Well now UBS is asking for margin waivers because the bags are expensive.  Now here’s the nail in coffin, bags similar in size to the ones drowning UBS are held by several US brokers and banks. And they could easily go bankrupt like Credit Suisse And these bags don’t just go away. They all end up at the FED in the end until they’re paid in full.  and trust me, that’s the short version.

m0nsieurp

Care to elaborate about UBS?

Stonna

I hate to break it to everyone. But the current stock market is completely broken and unfixable.  All you have to do is look at UBS and the bags they inherited from credit Suisse.  The situation is completely and utterly fracked 

Pereise1

Republican Darrel Issa sold $30m of $UBS on 4/9. Puts?

Carambo20

Weak $ will not last, it is importing inflation while not helping exports... Americans who travelled benefited from a strong $ and it contributed to the feeling of US power, weaker $ is too risky for the image of USA. Bessent has said many times that the $ should be stronger, but this administration is changing his mind every 5 minutes, so who knows...The safe haven for now is CHF and gold, even better, to invest in gold ETF in CHF like UBS ISIN CH0106027193

KissmySPAC

While UBS gets to hide all their toxic waste. Sad.

TristyTreat

what if the European ground war grows while UBS rolls over like a dead whale under the weigh of soaking up bad paper from Credit Suisee and its Government Hold Cash demands? Next step in backup plan ing may be important

moonkiska

Wrong. CBOE absolutely has market makers and routing partners. Here is a list: ```Akuna Securities LLC All Options USA LLC Barclays Capital Inc. Belvedere Trading LLC Black Edge Securities LLC BNP Paribas Securities Corp. BofA Securities, Inc. BTIG, LLC Casey Securities LLC Citadel Securities LLC Citigroup Global Markets Inc. Consolidated Trading LLC CTC LLC Dash Financial Technologies LLC DRW Securities, LLC Dynamex Trading LLC Geneva Stock, LLC Global Execution Brokers, LP Group One Trading LLC HAP Trading, LLC HRT Financial LP IMC Securities LLC IMC-Chicago, LLC dba IMC Financial Markets Instinet, LLC Interactive Brokers Corp. J.P. Morgan Securities LLC Jane Street Capital, LLC Jane Street Options, LLC Jefferies LLC Jump Trading, LLC Lakeshore Securities, L.P. Lamberson Capital LLC Marathon Trading Group LLC Matrix Executions, LLC Maven Global Markets Trading LLP Morgan Stanley & Co. LLC National Financial Services LLC Old Mission Capital, LLC Old Mission Markets LLC Optiver US LLC RBC Capital Markets, LLC RQD* Clearing, LLC SG Americas Securities, LLC Simplex Trading, LLC SpiderRock EXS LLC Sumo Capital LLC Susquehanna Investment Group Susquehanna Securities, LLC TJM Investments, LLC Tower Principal Markets LLC TradeZero America, Inc. TRC Markets LLC UBS Financial Services Inc. UBS Securities LLC Vanaheim Securities, LLC Velocity Clearing, LLC Virtu Americas LLC Vision Financial Markets LLC Walleye Trading LLC Wells Fargo Securities, LLC Wolverine Execution Services, LLC Wolverine Trading, LLC X-Change Financial Access, LLC XR Securities LLC```

TristyTreat

I wonder if there will be any UBS or margin call or oher news over the long weekend to make Monday extra nuts

Electronic-Dress-792

The plebs on WSB won't get it but it's not their fault -- positive sentiment for the meme is literally auto-banned by bots in this forum. I knew someone who got auto banned with literally no ticker or name mentioned, just the reverse phrasing of "pants always open" will get you auto-banned by the bot... that tells you all you need to know. If that wasn't convincing -- the SEC literally citing "systemic risk" on why they refuse to show the FTD data under Freedom of Information Act, or UBS literally asking for margin exemptions from legacy swaps inherited from Credit Suisse... hmmm why would they need to do that??? It spiked 6x twice not even a year ago, game is very much still on. Keep stacking but I would caution about only waiting for sneeze. It will happen again but a lot of waiting first. I'm wheeling 23,700 shares of it and it regularly prints \~8% a month. $17k on CC's in this week alone. Let the haters hate https://preview.redd.it/bpao1hwqagve1.jpeg?width=1080&format=pjpg&auto=webp&s=1bc8921877bb0e6edb8cb4cf68acbb6e0bbb68db

Business-Bunch1806

If the Fed’s credibility collapses and the dollar gets crushed (DXY toward 85 or below), every dollar-denominated swap (especially long-duration and FX-linked swaps), will need to be reassessed. That’s a huge risk to dealers like UBS, Citi, JPMorgan, etc., but especially UBS if they're overexposed to leveraged counterparties or sovereigns using USD swaps to hedge local liabilities as we already know is the case.

InIce1234

UBS News ticker

Independent-Tree-985

> UBS cuts price targets on two semiconductor giants on U.S. government China export restrictions Me: _Oh neat, how hard is this gonna sting?_ Checks brokerage ticker 180 from 180. 🙄🙄

apathy1391

I mean, UBS is having margin requirements waived on swaps from Archegos collapse from 4 years ago, so yeah. This is from the CFTC today~ Bail outs at the ready.

NOT_MartinShkreli

You realize it barely moved January and February when mentioned. Then all of a sudden shit tanks when the 2 year programs from regional bank failures ends and UBS is sounding the alarm bells on bad derivatives acquired from credit suisse … and the bond market is in shambles as the yield curve uninverts It’s more than just tariffs

Emgimeer

Usd/jpy are tied up in the battle between shorts and GME. People think it's all tinfoil, but it isn't. Explain how only gold and GME have gone to during all this chaos. It doesn't make sense, unless a bunch of that story is actually true. Ken griffin is tied up in a massive Madoff sized scheme that involved shorting certain companies into the dirt as a group, with a MM level of info to feed into their quant-AI systems. When the apps like robinhood entered the fray, it was like fentanyl vs heroine....much more potent and deadly. When GME didn't die, like the rest of their targets, they had to do some extreme things in order to hide their bad shorts. UBS is still sitting on a pile of bill hwangs shorts on GME, and he was just one of the many people working w Ken griffin on this scheme. There are many other parties that are going to go the way of Bill Hwang... and the higher GME climbs, the more collateral they will have to scrape together. Eventually, they go upside down, and all those rules the DTCC wrote in the last 5 years will come into effect. Members will go insolvent, and they will cannibalize those members. Rinse and repeat until whomever is left gets to inherit the food left on the table. In the meantime, we will need to wait and see if Jerome will bail them out or not. This is going to get worse before it gets better. Buckle up

SighRamp

I'm telling you this market will really start to drill once it's clear this is a global market meltdown. UBS Group AG added to a series of growth downgrades for China with the most pessimistic forecast among major banks, predicting the economy will expand just 3.4% this year as US tariffs choke exports.

ivegotwonderfulnews

UBS yesterday: More interesting though are emerging signs of a structural shift in gold allocations. We had previously noted indications of central banks systematically raising the share of total reserves held in gold as part of a move to diversify out of the USD. China’s recent allowing of insurance funds to invest in gold seems to indicate that this policy goal remains very much alive. We expect ventral banks will buy around 1000 metric tons in 2025 (up from 950 metric tons). Also, we had noted that private investors appear to be following suit—this seems to have spurred a reversal of the multi-year ETF redemption cycle. We expect this to accelerate and raise our estimate of ETF net buying in 2025 to 450 metric tons (from 300 metric tons), alongside strong retail coin/bar demand

PatientBaker7172

This is an emotional response like all the other retail investor pumping gold. The dollar is still supreme. Switzerland is also pretty bad due to the instability of UBS taking all the bad debt from Credit Suisse. Best of luck.

notalwayswright

Might want to close asap. Seeking Alpha just put out an article saying there might be a “silver lining” for NVDA- per UBS

mognoiswebscale

UBS: "Retail tech flows turned positive for the first time since April 3 amid inflows across semis (Nvidia $10 mn, Broadcom $4 mn, Taiwan Semiconductor Manufacturing Company $3 mn) and software stocks (CrowdStrike $6 mn, Microsoft $5 mn, and Palantir $5 mn)."

nugsuyui

Hi all, I’m 22 I’ve got 15k in the stock market, with HL in the UBS S&P 500 index fund (UCITS) and all world index. The platform fee is 0.45 and I don’t know if I should change to T212 as there is no platform fee and just invest in ETFs instead (VOO, QQQ). The issue is that I would need to sell the fund to do so as T212 do not have funds but considering the political state of the economy, should I do this? I don’t want to pay more than I need to, are there any other platforms you recommend I look at instead, or should I sell the funds and make the move?

HeavySink3303

There are Swiss and Singaporean funds which hold actual gold/silver without counterparty risk and in some cases you may take a physical metal there. For example ZKB (Swisscanto), UBS, BullionStar.

blorg

That "North America" if you look at the reference is only US+Canada, 2 countries. It doesn't include the 21 other countries in North America, from Mexico to Panama, or all the Caribbean states. Some of those are put into "Latin America", with obviously much lower wealth, but even this doesn't include most of the countries in North America, only Mexico (plus Chile, Uruguay, Brazil, and Colombia from South America). This is all on p8 of the [original UBS report.](https://web.archive.org/web/20230815103944/https://www.ubs.com/global/en/family-office-uhnw/reports/global-wealth-report-2023/_jcr_content/mainpar/toplevelgrid_5684475/col2/linklistnewlook/link_copy.0357374027.file/PS9jb250ZW50L2RhbS9hc3NldHMvd20vZ2xvYmFsL2ltZy9nbG9iYWwtZmFtaWx5LW9mZmljZS9kb2NzL2RhdGFib29rLWdsb2JhbC13ZWFsdGgtcmVwb3J0LTIwMjMtZW4ucGRm/databook-global-wealth-report-2023-en.pdf)

EngRookie

Until UBS fails that is

Corona-walrus

They also said Swiss Francs lol... Yeah, right after the CS->UBS shotgun merger by the Swiss gov't where they sealed the records for 50 years so the public wouldn't know why - super safe. Seems like there aren't many safe havens left anymore even at the governmental level So the real play aside from bitcoin? Utility-type businesses. Ones that will sustain themselves without any support or protection from the government. Even if you don't invest, you want to be aligned here professionally. 

LayLillyLay

UBS says thank you for your service.