Why Qualcomm’s AI Comeback May Be Bigger Than Smartphones
$Qualcomm(QCOM)$ has spent years being treated as a smartphone stock. When handset demand was strong, investors liked it. When handset demand slowed, investors punished it. That was the old Qualcomm story. But today, the market is starting to ask a different question: What if Qualcomm is no longer just a smartphone chip company? After its latest investor update, Qualcomm is trying to convince Wall Street that its next major growth engine will come from AI data centers, custom chips, edge AI, automotive, and non-handset markets. The stock jumped after the company forecast $15 billion in data-center chip revenue by 2029. That number matters because it changes the way investors think about Qualcomm. For years, the main criticism was simple: Qualcomm
Gold is still wearing the crown. (period !) However, the market has just been taught a lesson and reminded (everyone) that even a runaway bull can stumble hard. On Wed, 24 Jun 2026, Spot gold prices were sharply lower after the close on Wednesday, as (a) a firmer US dollar, (b) aggressive post-Fed’s interest rate repricing and (c) easing oil-supply fears outweighed residual haven demand tied to the US-Iran situation. Spot gold plummeted more than -3% during the day, struggling to hold the psychologically significant $4,000 mark and trading around $3,980.20 per ounce (with spot gold settling near $3,998.00 at the time of Kitco post composition). (see below) The broad selloff pushed gold futures to their lowest level since November 2025, mirroring broader weakness across other (i) rate-sensi
$NFLX's Greatest Lesson: Demand Creates Pricing Power
I didn't understand $Netflix(NFLX)$ 10 years ago, but I learned lessons from that mistake. 1. Users > Profits: In a digital business, it's critical to reach scale. Profits don't matter on the path to scale. 2. Delay Taking Price: Margins are low? Who cares! See #1. 3. Suppliers eventually have to bend the knee to the one who owns demand. You don't say, "I'm going to watch Sony's K-Pop tonight." You say, "I'm going to watch Netflix." Demand matters above all else. Owning the customer is the ultimate goal. The companies we CHOOSE to interact with are the ultimate winners on the market. When you see a person/group very bullish on a stock, it's easy to brush it off as a "meme" or "crazy". It's more profitable to ask yourself why they might be right
The World’s Most Cautious Investor Just Described Your SGX Portfolio 🦖
The World’s Most Cautious Investor Just Described Your SGX Portfolio 🦖 Everyone is staring at US tech charts and arguing about whether the AI boom is a once-in-a-generation opportunity or a classic bubble. What almost no one talks about is that Jeremy Grantham, the same guy who called the dot-com crash and 2008, is now telling global investors to get out of crowded US tech and into income assets outside America, while you already sit on a guaranteed CPF anchor most of them would kill for. The “boring” SGX income portfolio you feel embarrassed about is almost exactly what one of the world’s most cautious investors just described on a global stage. For a Singapore investor trying to protect CPF and SRS, the tension is simple, every extra dollar you push out of your 4 percent CPF floor into e
Alibaba (9988.HK): The Breakout That Broke — Key Levels to Watch
$BABA-W(09988)$ is one of China's largest technology conglomerates, spanning e-commerce, cloud computing, logistics, and digital media. In this analysis, follow the technical chart story of 9988.HK from Breakout → Failed Retest → Breakdown → Next Support. Alibaba 9988.hk ① Breakout of 3-Year Base From 2022 to mid-2024, price consolidated between HKD 60–120. It broke out of this base in late 2024, fuelled by a strong earnings report in August 2025 — net profit jumped 76% year-on-year and cloud revenue grew 26%. The rally extended all the way to approximately HKD 185. ② Failed to Hold HKD 110 — 'Unbreak' Price pulled back sharply and failed to hold above HKD 110 — a level that had previously acted as resistance and support. Price closing back below
Buying the Gold Dip: Choosing Between Physical Metal and Liquid ETFs
Buying physical gold jewelry is a classic, tangible way to hold wealth, but if your goal is purely to capture a financial rebound at the $4,000 level, Gold ETFs like GLD and IAU are vastly superior vehicles for investors. When you buy physical jewelry, you pay steep "making charges" (premiums) and take a massive haircut on the spread when you sell it back to a jeweler. ETFs eliminate that friction entirely. How GLD and IAU Work Both SPDR Gold Shares (GLD) and the iShares Gold Trust (IAU) are physically backed grantor trusts. The Underlying Asset: They do not use complex derivatives or futures contracts to mimic the market. Instead, the fund managers literally buy and store 400-ounce international-standard gold bars in highly secured bank vaults (like HSBC or JPMorgan in London). Tracking:
SLV 3x Short surges 21% as Silver plunges 7% on 24 June
$Silver - main 2609(SImain)$ fell up to 10% during Wednesday (24 June)'s trading session before paring some losses to close down 7%. The drop came as other commodities and precious metals fell on a hawkish fed and rising inflation. Amplifying the move on Silver, the $SLV 3xShortSG280609(SVSW.SI)$ rose 21% as of 24 June's intrinsic close. Conversely, the $SLV 3xLongSG280609(SLSW.SI)$ sank a similar magnitude. Since listing, the SLV 3x Short DLC has risen 50%, buoyed by the underlying's roughly 15% decline over the same period. Investors who expect further weakness can consider the SLV 3x Short DLC to magnify exposure and benefit from any price dec
Newly listed warrants to trade the highly volatile Nikkei225!
Investors now have new call and put warrants with a longer expiry - Dec 2026 - to trade the highly volatile Nikkei225 futures index! The $Nikkei 225 Index(N225.JP)$ index rallied 17% to a new record high of 72,831 in just eight trading sessions from 11 Jun to 22 Jun, before dropping 6% in the subsequent two days According to Bloomberg AskB, the volatility of the Nikkei225 in the month of June is characteristic of a momentum-driven market — large, rapid moves in both directions with limited mean-reversion, concentrated around AI sentiment catalysts See how the trending Nikkei225 warrants move alongside the SGX-listed Nikkei225 September futures by clicking on the live matrix links below: ✳Trending Nikkei225 call
Binni Ong: Alibaba and the breakout that broke – new key levels to watch
This week, Alibaba broke below the key psychological HKD 100 level to trade to a new 16-month low following a 9.6% plunge this week. Market technician Binni Ong provides her technical chart story of Alibaba from ‘breakout to failed retest to breakdown to next support” *This article is sponsored by Macquarie Warrants Singapore. Binni’s view does not represent that of Macquarie’s Alibaba is one of China's largest technology conglomerates, spanning e-commerce, cloud computing, logistics, and digital media. In this analysis, follow the technical chart story of 9988.HK fromBreakout → Failed Retest → Breakdown → Next Support. ① Breakout of 3-Year Base From 2022 to mid-2024, price consolidated between HKD 60–120. It broke out of this base in late 2024, fuelled by a strong ea
Market Overview The Nasdaq closed lower on Thursday (June 25), dragged down by losses in Big Tech shares, while the S&P closed near flat and the Dow closed higher as investors digested new economic data. Regarding the options market, a total volume of 63,895,312 contracts was traded, up 1% from the previous trading day. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $AAPL(AAPL)$, $TSLA(TSLA)$, $MU(MU)$, $MSFT(MSFT)$, $AMZN(AMZN)$, $MSTR(MSTR)$, $PLTR(PLTR
PCT: Should You Invest In SPCX v1.0 : PCT = Pandas Coffee Talk. Whether to buy SpaceX (SPCX) stock depends entirely on your risk tolerance, as the company trades at a massive premium with mixed profitability. While its space and Starlink divisions show great promise, the stock is volatile and driven more by ambitious long-term projections than current earnings. Key Factors to Consider The Valuation Premium: At a market capitalization exceeding $2 trillion, SPCX is trading at over 100 times its 2025 revenue of $18.7 billion. While CEO Elon Musk aims for $1 trillion in revenue by 2030, you are paying for aggressive future growth.Heavy Cash Burn: Despite its massive IPO raise, the company has significant cash needs and has also taken on heavy debt (including a $25 billion debt sale). Its AI d
Spot gold has officially broken below the critical $4,000/oz level, marking its first close under this psychological support since November 2025. From its January all-time high, gold is now down nearly 30%, firmly entering bear-market territory. The selloff wasn’t caused by a collapse in gold’s fundamentals. Instead, it was triggered by a rapid repricing of interest-rate expectations: 📈 Fed Governor Waller’s recent hawkish comments revived fears that rates could stay higher for longer. 📈 Treasury yields surged, increasing the opportunity cost of holding non-yielding assets like gold. 📈 The stronger US dollar also pressured precious metals, leading to aggressive profit-taking after gold’s historic rally earlier this year. As a result, investors are asking the big question: Is this the start
We at the MOON! To the Galaxy ! Micron’s blowout result is bigger than just one stock. As a key memory supplier for Nvidia’s AI processors, Micron’s strong earnings and US$22 billion in customer supply commitments confirm that AI demand is still running ahead of supply. This is also a positive demand signal for Nvidia, showing that the AI infrastructure cycle is still strong. The rally also spread to other memory and storage stocks, with SanDisk jumping more than 10%. Apple is on the opposite side of this cycle. Higher memory and storage prices mean higher production costs, forcing Apple to raise prices on some products. Micron's profit and revenue guidance beat expectations, customers have already committed US$22 billion to secure memory-chip supply, and demand is still much higher t
$XBC.HK 20261230 6.25 CALL$ One bad news can erased all the gain made for the year, luckily this covered call can recover back some to backup the dividend received, hope no further damage from here on
$ASML 20261016 1800.0 CALL$ opened this call on Tuesday amidst a bearish market, with ASML's price hovering around a support level. Although the RSI had reversed upwards on the minute chart, the market didn't cooperate, and ASML's price dropped. Luckily, MU's stellar earnings report provided a much-needed boost to the chip sector, allowing to close ASML with a small profit. It's worth noting that if inflation data hadn't weighed on the market, the gains could have been more substantial.