4.56K
·
2025-04-04
Trump’s Tariff Gambit: How Japan, Korea, Taiwan, and Malaysia Navigate the Semiconductor Storm
On April 2, 2025, U.S. President Donald Trump signed an executive order imposing steep tariffs on imports, targeting key semiconductor supply chain nations: Taiwan (32%), South Korea (25%), Japan (24%), and Malaysia (24%). Effective April 5, these measures signal a return to Trump’s “America First” trade strategy, aiming to pressure Asian economies into concessions while bolstering U.S. manufacturing. For the semiconductor industry—a global oligopoly dominated by U.S. design giants like AMD and NVIDIA, yet reliant on Asian production—the stakes are immense. This article examines how these four nations might respond, the potential impact on the chip sector, and early indicators of their strategies, such as the Intel-TSMC joint venture. Trump’s High-Stakes Bet: Maximum Pressure Trump’s tarif
1.71K
·
2025-04-04
Delta Air Lines (DAL) Guidance Could Be Marred By Tariffs Impact
$Delta Air Lines(DAL)$ is expected to release its quarterly earnings result for fiscal Q1 2025 on 09 April 2025 before the market open. The consensus estimate for Q1 2025 revenues is expected to come in at $13.8 billion. The earnings per share consensus estimate for Q1 2025 is anticipated to be at 44 cents per share, this is a slight drop from same period last year. Delta Air Lines (DAL) Last Positive Earnings Call Saw Decline Of 36.82% DAL had a positive earnings call on 10 Jan 2025 which saw its share price decline by 36.82%. The earnings call reflected a strong financial performance for Delta in 2024, with record profits and operational excellence. The outlook for 2025 is positive, with anticipated revenue growth and strategic partnerships enhan
TOPVenus Reade: Making a bet that Delta will make the most money from air travel in the next 5 years... taking a position next week.
4.23K
·
2025-04-03
Tariff Impact and Expectations
The tariffs are here, and Trump didn't hold back—tariffs on Chinese goods have increased to 54%, which aligns with market expectations.However, meeting market expectations doesn’t mean the troubles are over. Excessive tariffs can lead to a series of subsequent problems, such as economic recession or challenges in controlling inflation. The future largely depends on the Federal Reserve’s actions.Let’s break down the key points:1. What Are the Specific Risks?Tariff Increases May Significantly Raise Core Inflation Rates:If the full impact is passed on to consumer prices, core inflation could rise by 2.5 percentage points. A more reasonable assumption is a 50% pass-through rate, which would result in core inflation increasing by 1 percentage point.The Federal Reserve May Cut Rates Due to Slowi
19.56K
·
2025-04-03
TSLA : Fall on Thu (03 Apr) & Fri (04 Apr) ?
On Wed, 02 Apr 2025, US market managed to defy the trend and rose marginally, thanks to a surprising ADP employment report for March 2025. (see below) US ADP Employment. The March 2025 report, showed private sector employment growth of 155,000 jobs, exceeding market expectations of 118,000. This is a significant rebound from February’s upwardly revised of 84,000 jobs. Wage growth for job stayers rose by +4.6% YoY, while job changers saw a modest +6.5% increase, the lowest premium for switching jobs in over 3 years. Despite the better-than-expected report, US market was too “pre-occupied” with impending Trump’s tariffs and showed little interest; resulting in the 3 composite indexes trending lower at start of trading day. (see below) It rebounded twice on Wednesday - at 2:30 pm & 3:00 p
TOPmany banks reiterated overweight, buy ratings with eps in the $300 range. what do they know we dont?
7.43K
·
2025-04-03
Trump 2.0: Worst Stock Market Start in 75 Years—Comeback or Crisis?
Trump’s second term is off to a rough start on Wall Street, marking one of the worst first 50 days for any U.S. president since 1950.According to Sundial Capital Research strategist Jason Goepfert, the S&P 500 has dropped about 6.4% since Trump 2.0 took office. Only two presidents had a worse start: Richard Nixon (-7.2%) and George W. Bush (-13.6%).For comparison, the best-performing presidents in their first 50 days were John F. Kennedy (+9.4%), Barack Obama (+5.7%), and Bill Clinton (+4.2%).While stock market performance isn’t always tied directly to politics, in this case, market volatility seems to be reflecting investor concerns—especially over tariffs and trade policies.With Q1 of 2025 now in the books, where do you think the market is headed next? A dramatic rebound or more roll
TOPit's already at a low area [Thinking] maybe 🤔 Trump knew how to PUSH & Deep Deep Wash the Markets [OMG]. In close co-operation with Tesla [Victory] to Wash the Markets like Never Before [Helpless]. There will Always be Winners 🏆 & Losers [Blush] in the Stock Markets. Respect the Markets & follow your Rules 🙏. My view is Short Term most probably will drop 💧 further to the next level down 👇, another 3-5% minimum 🙏. Hold on to your Ride 🎢 [OMG]
17.50K
·
2025-03-31
Trade to Win Star |@bryan28：Steady Short-Term, Responding to Volatility
In this stock trading competition, @bryan28 ed himself with a solid financial background and a steadfast investment philosophy. As a professional in the finance industry, he has been involved in the stock market since his university days and, through continuous market experience, has developed a trading strategy that adapts to current market volatility.During the competition, @bryan28 market opportunities through the following strategies:🔹Short-Term Trading Strategy- Based on the current macroeconomic environment and market volatility, he adheres to short-term trades—holding positions for only a few days to take small profits or cut losses promptly,
6.16K
·
2025-04-01
Industrial REITs Comparison - Part 2 @ 25 March 2025
$AIMS APAC Reit(O5RU.SI)$ $Stoneweg Reit EUR(CWBU.SI)$ $DigiCore Reit USD(DCRU.SI)$ $Sabana Reit(M1GU.SI)$ $ESR-REIT(J91U.SI)$ Below is a comparison using the latest data from comparison tables on S-REITs Comparison page. The most favorable figures are marked in blue and given a +1 score, while the least favorable are in red with a -1 score. The highest score in each category determines the winner. Note that this is a simple comparison without weightage assigned to each figure. Image Generated by AIEASE
TOPThanks for this comprehensive comparison
3.33K
·
2025-04-01
Hot Stock Charts - TGT, HES, META & QQQ
1. $Target(TGT)$Target once again fell to its lowest price since the onset of Covid 🚨📉Image2. $Hess(HES)$Hess Insider Trading Alert 🚨John Hess, CEO of Hess Corp, just sold $55.6 million worth of HES sharesImage3. $Meta Platforms, Inc.(META)$META on track to close below its 200D moving average for the first time since January 2023 🚨 This would make META the final Mag 7 stock to close below its 200D moving average 👀Image4. $Invesco QQQ(QQQ)$Nasdaq suffers largest monthly decline since December 2022 🚨📉Image Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on
2.69K
·
2025-04-02
Hot Stock Charts - Mag7, SPX, MRNA, PFE & TLT
1. $S&P 500(.SPX)$S&P 500 posts biggest quarterly loss since Q2 2022 🚨Image2. $Moderna, Inc.(MRNA)$Moderna plunges to its lowest price since the onset of Covid 📉Image3. $Apple(AAPL)$ $NVIDIA(NVDA)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$The Magnificent 7 has officially entered a
8.85K
·
2025-04-02
Here are 10 Undervalued Foundational Stocks to Buy Now
Market is close to a correction territory and the highest quality stocks are selling at discount.Here are 10 undervalued foundational stocks to buy now: 🧵1. $Amazon.com(AMZN)$The stock has gone nowhere since November 2021.Meanwhile, it increased revenue by 50%, doubled profits and net margin. AWS growth is reaccelerating even though they remain supply constrained.It'll grow free cash flow by more than 15% annually for the next decade, yet it's trading at just 17 times operating cash flow.Great opportunity to double down now.Image2.$Alphabet(GOOG)$ Cheapest mega-cap stock by far.Investors are overly pessimistic about the future of the search yet the search volume is increasing and so does commercial querie
821
·
2025-04-02
Markets Await Trump's Tariff Decision Amid Rising Inflation Concerns
Market Recap (April 2, 2025) $S&P 500(.SPX)$ : +0.4% $NASDAQ(.IXIC)$ : +0.9% (broke 4-day losing streak) Dow Jones: -0.1% (flat) Key Market Themes: U.S. Labor Market Softens But Remains Resilient Job Openings to Unemployed Workers Ratio: 1.1x (lowest since 2021, but still high historically). Hires to Layoffs/Discharges Ratio: 3.0x, signaling a slowdown. Quits Rate: Elevated, indicating worker confidence. Labor market weakness could limit the Fed’s flexibility, but it’s not weak enough to justify rate cuts just yet. Tariff Anxiety Reaches Peak Ahead of “Liberation Day” Tariffs Trump expected to announce new reciprocal tariffs targeting trade partners with high duties on U.S. goods. Uncertainty over in
1.06K
·
2025-04-02
Singapore Daily Market Update (02 Apr 2025) | 🦖 #TheInvestingIguana EP781
🟩 🦖 Ready to uncover the big moves shaping Singapore’s market? Join Iggy from the Investing Iguana as we dive into Keppel's impressive $55M profit and what it signals for savvy investors like you. Packed with insights, this video sheds light on Keppel Corporation’s strategic divestment in Vietnam, yielding a solid $41.4M in cash and a net profit of $55M. Whether you're exploring economic strategies or refining your investment decisions, you’ll see how Keppel’s capital recycling approach strengthens its financial flexibility for future growth opportunities. 📊 But that’s not all! We also analyze Singapore’s real estate shifts with Capitaland Ascendas REIT’s $883M redevelopment and its potential for stable rental income. Plus, dive into Yangzijiang Financial’s bold capital maneuvering and Kep
62.58K
·
2025-04-02
DexCom Inc (DXCM): Forecasting Trends & Key Levels In Double Correction
DexCom Inc., (DXCM) prominent player in the healthcare sector, specializes in continuous glucose monitoring systems, helping improve diabetes management. Listed on Nasdaq under the ticker “DXCM,” the company operates on a global scale. This stock reflects a notable trading pattern, with anticipated market movements providing insights for investors. From a technical perspective, DXCM has been navigating a double three correction pattern since its November 2021 peak. DXCM – Elliott Wave Latest Weekly View: The company’s grand super cycle ((I)) reached its zenith at $164.86, marking a high from its all-time low. Following this, the stock has exhibited a corrective wave ((II)), forecasting a gradual dec
63.32K
·
2025-04-02
Pop Mart (9992) Demonstrates Exceptional Bullish Drive
Pop Mart International Group Ltd. (ticker: 9992) is a leading Chinese toy and entertainment company listed on the Hong Kong Stock Exchange (HKEX). Known for its trendy blind-box collectibles, particularly the popular Labubu dolls, Pop Mart has seen explosive growth. Its 2024 net profit surging 186% to CNY 3.4 billion and revenue doubling to CNY 13 billion. The company’s success is driven by strong domestic sales in China and a remarkable 400% increase in overseas revenue, now accounting for 39% of its total. Here’s a look at the Elliott Wave technical perspective on the stock: Pop Mart (9992) Weekly Elliott Wave Chart Pop Mart (9992) weekly chart displays a robust climb to a
62.22K
·
2025-04-02
PNC Financial Services Aiming For Reaction To The Upside
PNC Financial Services (NYSE: PNC) is down more than 20% in the recent 4 months. Investors are looking for clues into the current decline to prepare a plan for the next move. We’ll use the Elliott Wave Theory to define the technical structure and understand the potential path. Since December 2024 peak, PNC is showing a clear 3 swings decline and we can define it as an Elliott Wave Zigzag structure. Wave ((A)) ended in 12.20.2024 at $185, wave ((B)) ended in 1/29/2025 at $205 and the wave ((C)) remains in progress. In other words, the current move to the downside is corrective and it’s still expected to end wave (5) of ((C)) at the equal legs with the Blue Box area $170.68 – $149.25. PNC 4 Hour Elliott Wave Chart
62.57K
·
2025-04-02
SPDR Industrial ETF $XLI Blue Box Area Offers A Buying Opportunity
Hello everyone! In today’s article, we’ll examine the recent performance of SPDR Industrial ETF ($XLI) through the lens of Elliott Wave Theory. We’ll review how the decline from the November 27, 2024 high unfolded as a 7-swing correction and discuss our forecast for the next move. Let’s dive into the structure and expectations for this stock. 7 Swing WXY correction $XLI 4H Elliott Wave Chart 3.12.2025: In the 4H Elliott Wave count from March 12, 2025, we saw that $XLI is completing a 7-swing correction beginning on November 27, 2024. We anticipated this pullback to unfold in 7 swings, likely finding buyers in the equal legs area between $128.66 and $125.53. This set
62.50K
·
2025-04-02
Apple (AAPL) Gains Momentum with 5 Swing Rally, Upside Likely
Apple Inc. ($AAPL) is showing signs of strength as it builds momentum in a classic Elliott Wave structure. Today’s chart highlights a 5-swing rally from 208.4 low that has propelled the stock higher, signaling potential for further upside in the near term. After establishing a solid base, $AAPL has completed a 5-swing sequence—a bullish pattern often seen in trending markets. The rally began from a key support zone of 184.6 – 209.5. The latest leg up has ended wave (1) in 5 swing, suggesting the short term trend shifts to the upside. As long as pullbacks hold above the recent swing low, the path of least resistance is upward. The immediate support sits at the prior swing low at 208.4. A hold above this zone keeps the bullish outlook alive. A break below this critical level would negate the
63.43K
·
2025-04-02
The DAX is declining in an impulsive structure, according to Elliott Wave perspective
The $DAX appears to be tracing a five-wave impulsive decline from its recent high on March 18, 2025. In Elliott Wave theory, an impulsive structure consists of five distinct waves. Wave 1, 2, 3, 4, and 5 as motive wave moves the direction of the prevailing trend, which in this case is downward. This pattern indicates a strong, directional move, with waves ((i)), ((iii)), and ((v)) being motive (driving the decline) and waves ((ii)) and ((iv)) serving as countertrend corrections. Starting from the March 18 peak, wave ((i)) likely initiated the downturn which ended at 22723.19. It was followed by a corrective wave ((ii)) rebound towards 23204.59. Wave ((iii)), typically the longest and most powerful in an impulsive sequence, should push the index lower with momentum. A smaller correcti
1.80K
·
2025-04-02
PLTR: Huge Potential to Buy!
$Palantir Technologies Inc.(PLTR)$
1.49K
·
2025-04-03
TSLA - Is it a good sign of healthy demand？
$Tesla Motors(TSLA)$ 's China sales bounced back almost 200% in March to 78,828 units vs. Feb after last month's production halt due to new Model Y preparations. Year-on-year sales fell 11.5%. Weekly insurance registrations jumped to 20,700 in the week ending March 30. That's about where Tesla needs it to be to be consistent with its large number of preorders/reservations for the new Model Y. Let's see how these new registrations hold up in the coming weeks. If it stays consistently above 20k, it's a good sign of healthy demand even in the face of strong competition from $BYD Co., Ltd.(BYDDY)$ $Xiaomi Corp.(XIACY)$ $NIO Inc