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2025-01-27
Bitcoin as a Strategic Reserve: The Future of Global Finance in a Digital Age
The concept of a strategic reserve has long been associated with tangible assets like gold, oil, and foreign currencies. These reserves have traditionally served as a safeguard against economic instability, inflation, and geopolitical risks. But as the world becomes increasingly digital, a new contender is emerging: Bitcoin. The idea of Bitcoin as a strategic reserve asset is no longer the stuff of science fiction—it’s a topic of serious discussion among policymakers, institutional investors, and financial experts. Could Bitcoin, the world’s first decentralized cryptocurrency, play an instrumental role in the future of global finance? Let’s explore why this might not only be possible but inevitable. The Case for Bitcoin as a Strategic Reserve Bitcoin’s journey from an obscure digital token
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2025-01-27
Stock Market Hype On These Stock Right Now!
$Uber(UBER)$ $NVIDIA(NVDA)$ With the S&P 500 rising significantly over the past year, finding exceptional opportunities in the market, especially among top-tier companies trading at a discount, has become increasingly challenging. However, I have discovered an outstanding stock that is currently undervalued and widely misunderstood. This stock is Uber, which has only increased by 6% over the last year. Uber is often misunderstood and polarizing among investors, particularly Tesla shareholders due to the autonomous vehicle debate. Despite this, Uber's business model is poised to benefit from these developments rather than be harmed by them. Back in 2018, Uber's IPO was highly anticipated, but the compa
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2025-01-27
Market Meltdown: AI and Chips in Freefall - DeepSeek's Role in Shaking Nvidia's Throne
Instant Market Commentary - January 27, 2025 The Overnight Drop: In a dramatic turn during the Asian session on Monday, January 27, 2025, U.S. stocks took a significant hit, with Nasdaq 100 Futures plummeting by 2.35%. The AI and Semiconductor sectors were at the epicentre of this decline, with Nvidia (NVDA) seeing its stock value drop by more than 6%. This sudden market shake-up begs the question: What's behind this overnight market turmoil? The Catalyst: DeepSeek’s Bold AI Breakthrough DeepSeek announced that its new "R1 AI Assistant" model requires significantly fewer GPUs to train, while still delivering performance comparable to industry leaders. While the company is rumoured to have used NVIDIA's flagship H100 GPUs for model training, the claim that large AI models can now be trained
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2025-01-27
Should you buy Netflix stock?
$Netflix(NFLX)$ Earning Overview Netflix reported strong earnings in reason quarter, causing the stock to surge by 10%, bringing the company's market value to $418 billion. With $10 billion in cash and investments on its balance sheet and $13.8 billion in debt, its Enterprise Value sits at $422 billion. This marks another solid quarter for the streaming giant, with revenue increasing by 16% to $10.2 billion and total paid subscribers rising by 19 million—double what analysts had anticipated. Over the past 12 months, Netflix has generated $39 billion in revenue, $8.7 billion in net income, and $6.9 billion in free cash flow. This places the stock at a valuation of 11 times revenue, 48 times earnings, and 61 times free cash flow. Free Cash Flow Netf
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2025-01-27
Apple’s Market Dominance: Why the Recent Sell-Off Could Be a Golden Opportunity for Long-Term Investors
As Apple’s earnings report looms on the horizon, the tech giant finds itself under the microscope once again. Recent analyst downgrades have sparked a sell-off, leaving investors questioning whether the stock has lost its luster. But for those with a long-term perspective, this dip might just be a golden opportunity to buy into one of the most dominant companies in the world. Apple’s unparalleled market position, innovative ecosystem, and financial fortitude suggest that the current pessimism could be overblown. Let’s dive into why Apple remains a powerhouse and why this sell-off might be a gift for patient investors. Apple’s Unmatched Market Dominance $Apple(AAPL)$ Apple’s dominance in the tech industry is nothing short of extraordinary. The comp
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2025-01-27
Axioma ROOF™ Score Highlights: Week of January 27, 2025
Over the past two weeks, investor sentiment declined in all markets we follow except Australia and China. Despite this souring sentiment, markets continued to rise everywhere, defying policy chaos and rising unpredictability. US investors turned bearish, dragging the Global Developed Market down with them. Investors in Asia ex-Japan, Australia, Global Developed ex-US markets, Global Emerging Markets, Europe, Japan, and the UK remained neutral, unwilling to commit to either a positive or negative view for the time being – much less a bullish or bearish view. Last week’s immigration battle was characterized by a series of punches and, surprisingly, counterpunches, as leaders responded on X to the Trump administration’s latest moves on immigration and tariff policies - both vital for the US i
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2025-01-27
Number of H100 chips bought in 2024: - $MSFT: 450,000 - $META: 350,000 - $AMZN: 196,000 - $GOOG: 169,000 If you believe they couldn’t find the way to make better AI without more chips but a few Chinese engineers did it as a side project, you are too naive. Deepseek was reportedly trained on over 200,000 H100s. Even if Deepseek achieved to match OpenAI with less chips, this isn’t any bearish for chip makers, to the contrary, it is amazingly bullish. If Deepseek really reached this level with just a few thousand chips, can you imagine what could be done with a million chips? Deepseek news, true or false, are amazingly bullish for chip makers, especially for $NVDA.
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2025-01-26
$Prudential(PRU)$ **Why I Took Profit on Prudential (PRU)** After closely monitoring Prudential's (PRU) stock performance, I decided to take profit based on the technical indicators and market trends reflected in the chart. The stock, currently trading at $117.31, showed a volatile downward trend, which raised concerns about its short-term stability. The MACD (Moving Average Convergence Divergence) indicator, a key tool for assessing momentum, displayed a DIF of -0.8958 and a DEA of -1.0541, with a MACD value of 0.3167. This suggested a weakening bullish momentum, indicating that the stock might struggle to maintain its upward trajectory. The negative DIF and DEA values reinforced the likelihood of a potential downward correction. Additionally
TOPTiger_CashBoostAccount: Congratulations on your succeed trades. Well done on your recent profits! Your disciplined approach to investing is really shining through. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.💹💰 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
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2025-01-26
Open 2 lots of $AAPL 20250131 207.5 PUT$ , apple price decline because of fall in sales in China, and apple is announcing it's earining on 30th Jan after market. It's going to be a volatile week for Apple. Take the opportunity and I'm willing to receive apple share at 207.5 level, time to build up some position in Apple at a discount
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2025-01-27
$Genting Sing(G13.SI)$ Over the past ten days, the closing prices have shown a gradual increase, starting from 0.730 on January 13 and reaching 0.745 by January 24. The sentiment during this period has predominantly been pessimistic, with several days categorised as such. However, there was a shift towards mixed sentiment and optimism during the latter part of the observed period, particularly on January 21 and 24, indicating a potential change in market perception. As of the latest closing price of 0.745, the sentiment is categorised as mixed, suggesting a cautious optimism for the upcoming session. According to the established sentiment level price ranges, the next session could see fluctuations within the mixed sentiment bracket, with p
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2025-01-27
$SIA(C6L.SI)$ Over the past ten days, the price movement has exhibited a downward trend initially, with the stock closing at 6.32 on 13 January 2025 and gradually declining to 6.27 on 14 and 15 January. The sentiment during this period was predominantly extreme pessimistic, indicating strong negative feelings among investors. A slight recovery began on 17 January, transitioning to mixed sentiment and eventually optimistic sentiments on 21 January, as the price reached 6.37 before closing at 6.31 on 24 January. The latest closing value of 6.31 places it within the mixed sentiment range of 6.33 to 6.38. Given this sentiment, there is potential for a price increase in the next session. Should the stock close above 6.33, it would signal a shif
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2025-01-27
$Microsoft(MSFT)$ **Why I Sold Microsoft Last Week: A Technical Analysis Perspective** Last week, I made the decision to sell my shares of Microsoft (MSFT), and while it’s never an easy choice to part with a strong-performing stock, my decision was guided by key technical indicators that suggested a potential pullback. Specifically, two critical factors influenced my move: the stock reaching the upper band of the Bollinger Bands and the MACD (Moving Average Convergence Divergence) signal line touching the MACD bar. Here’s a deeper dive into why these indicators led me to sell. ### 1. **Bollinger Bands: Reaching the Upper Band** Bollinger Bands are a popular technical analysis tool that consists of a moving average (typically the 20-day SMA) a
TOPMuch appreciation on your openness of your trading strategies and Best of luck with your future trades! Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
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2025-01-27
How wallstreet analysts focus for Meta and Microsoft earnings?
Check how wallstreet analysts expect for $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ earnings:1. TD Cowen analyst John Blackledge expects $Meta Platforms, Inc.(META)$ generative AI ad tools to “drive revenue growth.” He said: “Meta’s ad suite now features GenAI tools for text and image creation, ad optimization within Advantage+ Creative, and an expanded biz messaging offering. Last quarter: META reported slower-than-expected user growth and warned of a 2025 jump in AI spending.This quarter: The tech giant is expected to report earnings growth of more than 25% year on year, according to LSEG.What history shows: Meta tends to outperform earnings expectation
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2025-01-26
Market Highlights 💡 - 24 January 2025
The S&P 500 Index hits a new all-time high, surpassing the 6,100-point mark. 🇺🇸 S&P 500 Index: 0.53% 📈 🇺🇸 Nasdaq: 0.22% 📈 🇪🇺 Stoxx 600 Index: 0.44% 📈 🇯🇵 Nikkei 225 Index: 0.79% 📈 🇭🇰 Hang Seng Index: -0.40% 📉 🇨🇳 Shanghai Shenzhen 300 Index: 0.18% 📈 🇸🇬 Straits Times Index: 0.67% 📈 Wall Street rises, with the S&P 500 and Nasdaq gaining 0.5% and 0.2%, respectively, after President Trump called for lower interest rates and oil prices fell. The EU Consumer Confidence Index, as expected, increased from -14.5 to -14.2 in January, but remains in negative territory, indicating ongoing pessimism. For the week ending January 18, initial jobless claims in the U.S. rose slightly by 6K to 223K (forecast: 220K, prior: 242K), suggesting no deterioration in the labor market and strengthening exp
TOPHere are some key highlights from the market on January 24, 2025: The S&P 500 Index reached a new all-time high, surpassing the 6,100-point mark, with a gain of 0.53%. The Nasdaq also performed well, rising by 0.22%. The Stoxx 600 Index in Europe increased by 0.44%. The Nikkei 225 Index in Japan recorded a gain of 0.79%. The Hang Seng Index in Hong Kong saw a decline of -0.40%. The Shanghai Shenzhen 300 Index in China experienced a slight increase of 0.18%. The Straits Times Index in Singapore rose by 0.67%. Wall Street saw positive performance, with the S&P 500 and Nasdaq gaining 0.5% and 0.2%, respectively. This was attributed to President Trump's call for lower interest rates and a decrease in oil prices. The EU Consumer Confidence Index improved from -14.5 to -14.2 in January, although it remained in negative territory, indicating ongoing pessimism. Initial jobless claims in the U.S. for the week ending January 18 rose slightly by 6,000 to 223,000. This suggests no deterioration in the labor market and strengthens expectations that the Federal Reserve will not cut rates next week. Japan's exports grew by 2.8% YoY in December, slightly higher than the market's expectation of 2.3%. However, the growth rate slowed compared to November's 3.8%, mainly due to weaker demand for semiconductor manufacturing equipment and a weaker yen. Excelerate Energy, Inc. (EE) announced its financial report on January 26 after the market closes. Oracle Corp (ORCL) aims to boost its cloud business, with a market share of less than 5% compared to Amazon's 40%. The company expects its cloud revenue to increase from $10 billion per year to $30-40 billion annually. China's financial regulators announced that 30% of new insurance premiums will be invested in A-shares to stabilize the stock market. Additionally, pension allocations will increase by 10% annually over the next three years. SK Hynix's Q4 2024 operating profit exceeded that of Samsung due to strong demand for HBM chips in AI applications. However, the stock price fell by -4.7% due to investor disappointment over a more conservative capital expenditure plan for 2025 and weak first-quarter shipment expectations. Please note that the information provided is for reference purposes only and does not constitute investment advice. Sources: Market Highlights 💡 - 24 January 2025 S&P 500 Posts Weekly Gain Amid Earnings Beats, Start of Trump Presidency CORRECTED-US STOCKS-S&P 500, Nasdaq flat as investors assess economic data; Boeing slips Market Highlights 💡 - 23 January 2025 US STOCKS-S&P 500 touches all-time high with focus on Trump comments, earnings
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2025-01-26
Should we have ExxonMobil in our portfolio? Earnings highlight for the week 27Jan2025
Earnings Calendar (27Jan2025) Upcoming earnings from 27Jan2025 - source: FactSet I am interested in the earnings of Microsoft, Meta, Apple, Tesla and ExxonMobil. Let us look at ExxonMobil (XOM) in detail. Observations about ExxonMobil: ExxonMobil's revenue has been fluctuating. In 2014 it generated $394 billion in 2023 close to $334 billion. Gross profit in 2014 was $80.6 billion but in 2023 closed with $84.1 billion The operating profit for 2014 was $34 billion and 2023 ended with $44.4 billion. The best year for ExxonMobil was the year of 2022 with $398 billion in revenue and an operating profit of $64 billion. The earnings per share (EPS) stood at $7.60 in 2014 and 2023 ended at $8.89. The best year was in 2022 when the EPS was $13.26. The price-earnings (P/E) ratio of ExxonMobil stands
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2025-01-26
Outlook for S&P500 (27Jan2025) - what 25 indicators say.
Market Outlook of S&P500 - 27Jan2025 > what 25 indicators say Observations: The MACD indicator is showing an uptrend. Moving Averages (MA). Both the MA50 line and the MA200 line are on an uptrend. The last candle is above both the MA50 line and the MA200 line. This implies a bullish outlook for both the mid-and long-term. The 3 Exponential Moving Averages (EMA) lines are showing an uptrend. Chaikin’s Monetary flow (CMF) shows an uptrend. Using 1D intervals, the technical analysis shows a “Strong Buy” rating for the S&P 500. All 21 indicators from technical and moving averages are showing a “buy” rating, with zero indicators showing a “Sell” rating. The latest complete candlestick patterns are signalling a bullish run. From the above, the S&P 500 is likely to see the continua
TOPlol bad take. its gonna crash