Recap. In my Tuesday post, I have highlighted that US Manufacturing Purchasing Manager Index (PMI) report is 1 of 5 factors to watch out for week beginning 03 Mar 2025. (click here !for details, Repost & share ok). Well, the PMI report is out and it’s not great news ! (see below) US Manufacturing PMI. Manufacturing activity in the US slowed in February 2025 as (1) demand weakened, (2) output growth eased and (3) prices surged as producers braced for a raft of tariffs threatened by the new US administration. The Institute for Supply Management's (ISM) manufacturing purchasing managers index registered 50.3 for February 2025 vs economists’ exp
Crypto Summit Tomorrow: Will Bitcoin Hold at $90,000 or a 'Sell the Fact' Moment?
$CME Bitcoin - main 2503(BTCmain)$ surpassed $90,000, marking a 6% rebound from its February 27 low of $83,000. As it would be granted special status in the national strategic cryptocurrency reserve. In contrast, the Crypto Fear and Greed Index remained in the "Extreme Fear" zone.Before recent two weeks, it has been declining due to the ongoing tariff announcements by President Donald Trump.Will a Bitcoin Strategic Reserve Increase Liquidity? Donald Trump aims to create a federal cryptocurrency reserve. His team is starting to account for the cryptocurrency holdings the government already possesses.On Sunday, Trump stated that he hopes to establish a reserve similar to the U.S. gold reserve, which would include Bitcoin, Ethereum, and three ot
$NVIDIA(NVDA)$ JPMorgan and Goldman Sachs Unload Massive Blocks of Nvidia Shares in Q1 2025: A Strategic Shift or Market Caution? In a surprising move that has sent ripples through the financial markets, two of Wall Street's most prominent investment banks, JPMorgan Chase and Goldman Sachs, have reportedly offloaded significant portions of their Nvidia Corporation (NVDA) holdings in the first quarter of 2025. The divestment, which involves billions of dollars worth of shares, has sparked intense speculation about the motivations behind the sell-off and its potential implications for the broader technology sector. The Scale of the Sell-Off According to regulatory filings and insider reports, both JPMorgan and Goldman Sachs have reduced
Digital Identity Stocks: Securing Online Trust in 2025ccccc
As digital interactions and online transactions surge, ensuring secure and reliable identity verification has become paramount. Digital identity stocks represent companies that provide technologies for identity verification, authentication, and fraud prevention. In 2025, these companies are critical for safeguarding digital trust across financial services, e-commerce, healthcare, and government services. This post explores the fundamentals of digital identity stocks, key technological and market drivers, diverse applications, investment opportunities and risks, and market projections—backed by detailed data and a visual graph. 1. Overview of Digital Identity Stocks Definition & Significance: Digital identity stocks encompass companies that develop platforms and solutions for verifying,
The Shifting Landscape of AI Stocks: A Reality Check
Adjusts my contact lens nervously[Cry] Oh my goodness, can we talk about what's happening with our beloved AI stocks? I'm absolutely flabbergasted! 😱 Picture this: little $Credo Technology Group Holding Ltd(CRDO)$ comes skipping along with the MOST AMAZING earnings report ever! They're like, "Look at me! My earnings jumped 525% year over year!" does happy dance Their sales? Up a whopping 154% to $135 million! They crushed analyst expectations like they were nothing! And what did investors do? dramatic pause They GHOSTED them! 👻 Can you believe it? Credo's stock dropped 14% to close at 46.73. I nearly spilled my coffee when I saw it! Our sweet little San Jose company even forecast $160 million for next quarter—that
Investors are selling off Semis before AVGO earnings?
Several of today's semiconductor earnings reports show that the market has become more demanding of semiconductor companies, and some potential problems can be seen in the $Marvell Technology(MRVL)$ earnings report:Excellent performance in the current quarter, and guidance exceeded expectationsToo single source of incremental volume: while AI drives certainty, weakness across the board except for data centers, e.g., enterprise networking revenue of $171m (-35% yoy), carrier infrastructure of $106m (-38% yoy), consumer electronics of $89m (-38% yoy)Rising inventory days: current inventory levels can support 2-3Q demand, if AI order growth slows it will trigger inventory impairment risk;The market previously expected too high, has overdrawn the positiv
💰Bitcoin Back at $90,000: Check Concept Lists By Returns, Volumes and Market Cap
Eastern Time, March 5, 2025, $Bitcoin(BTC.USD.CC)$ -related concept stocks performed relatively strongly. In terms of news, Bitcoin reclaimed the $90,000 mark on March 5th, and this news propelled the overall rise of cryptocurrency-related concept stocks.Furthermore, Trump previously stated that the United States will create a strategic reserve of cryptocurrencies, including Bitcoin, which also provided upward momentum for the related concept stocks.[Allin]Welcome to join rewarding topics:Bitcoin Back at $90,000: Will Tomorrow Summit Bring More Good Vibes?[
Smart Grid Stocks: Transforming the Electricity Landscape in 2025
As the demand for reliable, efficient, and resilient energy distribution systems grows, smart grid stocks are emerging as a key investment theme in 2025. Companies specializing in smart grid technologies—integrating IoT, AI, and advanced analytics—are modernizing electricity networks to optimize energy use, reduce outages, and support renewable integration. This post explores the fundamentals of smart grid stocks, key drivers behind their growth, diverse applications, investment opportunities, associated risks, and market projections—supported by detailed data and a visual graph. 1. Overview of Smart Grid Stocks Definition & Significance: Smart grid stocks represent companies that develop and implement digital solutions to modernize traditional electricity networks. These include provi
$TransMedics Group, Inc.(TMDX)$ For a small-cap company, few have made headlines as frequently over the past three months as TransMedics Group. The company has developed a groundbreaking system that keeps hearts, livers, and lungs alive longer, allowing for extended transport distances in organ donation. The stock has experienced significant volatility, and today, after reporting earnings post-market close, it is up about 5%. But does this signal the end of its turbulence, or is there more uncertainty ahead? Let’s take a few minutes to break it down. This was TransMedics’ fourth quarter of 2024, so let’s dive into the results. Revenue surged 50% year-over-year to $122 million, surpassing analyst estimates and the midpoint of the company’s full-yea
JB Hi-Fi (ASX: JBH) has shown impressive growth and resilience over the past few years, making it a compelling investment. Despite market volatility, the company has delivered strong financial results, with a 2023 revenue of $9.5 billion, up from $7.9 billion in 2020, reflecting a compound annual growth rate (CAGR) of approximately 6%. The company’s net profit after tax (NPAT) has also grown significantly, reaching $587 million in FY2023, up from $515 million in FY2020. This consistent growth can be attributed to the company’s ability to adapt to the digital transformation of retail, with online sales representing 15% of total sales in FY2023, a marked increase from just 10% in FY2020. With a strong presence in both physical stores and online retail, JB Hi-Fi is positioned to benefit from
$Alphabet(GOOG)$ Bought some Google shares but small position 1. Its the only cloud not dependent on Nvidia: Google Cloud has carved out 11% of the global cloud market, a significant jump from 6% just a few years ago. In 2023, they generated about $33.1 billion in revenue, showing impressive growth and potential. 2. Leader in quantum computing: Google's "Willow" chip might be a quantum leap. It can tackle problems in minutes that would take even supercomputers 10 septillion(what the heck is the number?) years to solve. 3. Search Domination: Google still holds over 90% of the search engine market share worldwide. Every day, billions turn to Google first, last, and always. Perplexity? Not even close. Google's still the king,
$Taiwan Semiconductor Manufacturing(TSM)$ Good time to continue to accumulate quality stocks with strong moat. This position was started based on a deep thought on what are the next biggest opportunity in the next decade. By narrowing down to AI, most of the big tech companies are relying on TSMC for the hardware. Profit is also a result of holding on to the stock through the period of consolation. The period was close to a year where the price ranges around $100. It built up a strong support for future rally.
One Year Anniversary of the Covered Call ETF: 12 Consecutive Months of Dividends, Total Return over 25%for 3416*
[For Hong Kong Investor Only] The Hong Kong market has entered a volatile period following a sharp rally. Covered Call ETFs provide investors with an opportunity to capitalize on this market volatility. By selling options on a monthly basis, Global X HSCEI Components Covered Call Active ETF (3416) $A GX国指备兑(03416)$ , Global X HSI Components Covered Call Active ETF (3419) $A GX恒指备兑(03419)$ offer relatively stable monthly dividend distributions# (Dividend rate is not guaranteed and may be paid out of capital*). As we celebrate the one-year anniversary of their launch, 3416 delivered a total return of 25.28%[1], comprising 20.9% in dividends[2] and 5.19% in capital appreciation[2]. Meanwhile, 3419 achieved a tot