The semiconductor sector has long been the darling of the stock market, with chip stocks like Nvidia, AMD, and Intel leading the charge through bullish runs driven by AI, cloud computing, and data center expansions. But recent market signals suggest that the momentum may be starting to fade. After a stellar rise in 2024, chip stocks have been facing headwinds, with growth slowing amid concerns over inventory build-ups, weakening demand in consumer electronics, and macroeconomic uncertainties. One of the critical indicators of this stall is the earnings slowdown across major players. Nvidia, despite its dominance in AI, has seen its growth projections tempered by fluctuating demand from data centers and potential regulatory hurdles in its key markets. Meanwhile, AMD's recent earnings call h
$UnitedHealth(UNH)$ UnitedHealth Group (NYSE: UNH), the healthcare behemoth, has seen its stock price plummet by a staggering 50% year-to-date. For a company historically known for its stability and growth, this sharp decline has raised eyebrows and opened up a major debate among investors: Is this the perfect buying opportunity, or are we witnessing the start of a prolonged downturn? What Happened to UNH? To understand the dramatic drop, we need to look at the broader context. UnitedHealth has been grappling with multiple headwinds this year: Regulatory Pressures: The U.S. government’s increased scrutiny on healthcare pricing, Medicare, and insurance practices has cast a shadow over UnitedHealth's long-term revenue
$UOB(U11.SI)$ Uob bank - Chart wise, shw had managed to trade above 35.12 and closed higher at 35.50, looks like this bullish momentum may continue to trend higher towards 36 than 36.30! Beyond 36.30, she may likely test 36.80 than 38.30. Pls dyodd. 12th May 2025: Yesterday Gapped up at 36.57 but wasn't able to hold and given back most of the gain, up 0.54 to close at 35.37. Price likely continue to rise up further towards 38 and above! Company bought back 300,000 share yesterday between 35.37 to 36.58. Pls dyodd. Uob bank - Chart wise, gaining momentum likely to rise up to civer the Gapped at about 35.16! A nice crossing over with ease plus good volume we may see her rising higher towards 36.60 than 38 with extension to 39.00 and
$Renaissance IPO ETF(IPO)$ Hong Kong’s IPO market is sizzling in 2025, with nearly half of new listings delivering eye-popping gains on their debut. Auntea Jenny skyrocketed over 50% on its first trading day, while Mixue soared 43%, turning heads and filling wallets. These blockbuster performances are part of a broader trend that’s got investors buzzing with excitement. But is this boom a golden ticket to profits, or a bubble waiting to burst? Let’s unpack the drivers, risks, and whether you should jump into this red-hot market. 🔍 What’s Happening? Hong Kong’s IPO scene is on fire. According to KPMG, Q1 2025 saw 15 IPOs raising HK$17.7 billion—a 277% surge from Q1 2024’s HK$4.7 billion. Deal sizes ballooned by 195%, with six IPOs exceeding HK$1 bil
Is Snowflake good for this investing climate? Earnings for the week (19May25)
Earnings Calendar (19May25) I am interested in the earnings of Zoom, Snowflake, Target, Lowe’s, WIX and Palo Alto. Have we considered Snowflake? The stock price grew 13.1% from a year ago. The Technical Analysis recommends a “Strong Buy” rating, and the Analysts’ Sentiment has a “Buy” rating. The price target is 200.82 with an upside of 9.69%. Revenue Growth Trend: Snowflake's revenue has grown dramatically, increasing from $97 million in 2019 to $3.626 billion in 2025. The 7-year compound annual growth rate (CAGR) for revenue is not explicitly provided but can be inferred as substantial (approximately 83% CAGR based on the data). Key Milestones: Revenue growth was exceptionally strong, with increases of 173.9% in 2020, 123.6% in 2021, 106.0% in 2022, 69.4% in 2023, 35.9% in 2024, and 29.2
All technical indicators are pointing in one direction ... S&P500 outlook (19May25)
Market Outlook of S&P500 - 19May25 From the Daily interval technical indicators, they point to a “Strong Buy” rating for the S&P 500. 20 indicators have a ”Buy” rating and 0 with a “Sell” rating. Technical Analysis for the S&P 500: The price is above the 8, 13, and 20-period EMAs, as well as the 50-period MA, indicating a strong short-to-medium-term bullish trend. The MACD line is above the signal line with a positive histogram, indicating strong bullish momentum in the short-to-medium term. The bullish crossover (MACD above signal) and the widening positive histogram confirm the increasing buying momentum, aligning with the recent price surge above key moving averages. A CMF value close to 0.3 reflects strong accumulation, supporting the recent price increase and suggesting th
Delinquency, Bonds & Debts - News and my thoughts from last week (19May25)
News and my thoughts from last week (19May25) Some of us are fixated on the tariffs. While we wait on the tariffs outcome, there are other areas that we should monitor - banking, debts (federal, corporate and consumer - auto, mortgage, credit card, BNPL, credit), real estate, retail and insurance. Image Image US consumer credit card serious delinquencies are rising at a CRISIS pace: The share of US credit card debt that is past due at least 90 days hit 12.3% in Q1 2025, the highest in 14 YEARS. The percentage has risen even faster than during the Great Financial Crisis. Ouch. Image Global 30-Year Bond Yields from Europe to North America to Asia are screaming "EMERGENCY" - X user BarChart Image Michael Burry has sold every stock in his portfolio except for a new position in Estee Lauder, -
Why the fed can't cut rates: 1. Inflation Remains Above Target •The Fed targets 2% annual inflation, as measured by the Core Personal Consumption Expenditures (PCE) Index. •If inflation is still running above this target, cutting rates could stimulate demand, worsening inflation. •Even if inflation is falling, the Fed may want to see sustained evidence that it’s on a path to 2% before loosening policy. ⸻ 2. Strong Labor Market •With low unemployment and solid job creation, the economy may not need the stimulus that a rate cut provides. •A tight labor market can lead to wage pressures, which could contribute to inflationary risks. •The Fed may see no urgency to cut if the economy is not showing signs of labor market weakness. ⸻ 3. Financial Market Conditions Are Still Loose •If stock market
To the Moon and Beyond: Why I’m Holding LUNR and RGTI Tight
Frontier tech, deep value, and the quantum leap ahead I don’t typically chase moonshots—unless they’re quite literally heading to the Moon or rewriting the laws of computation. That’s why Intuitive Machines (LUNR) and Rigetti Computing (RGTI) have earned a long-term spot in my portfolio. Both are high-conviction plays in what I’d call pre-industrial revolutions: commercial lunar infrastructure and practical quantum computing. Moon dust and quantum code—two revolutions just beginning Neither firm is for the faint-hearted. Loss-making, volatile, and heavily shorted—yes. But under the hood, there’s genuine edge, differentiated tech, and tangible financial momentum that the market, in my view, is wildly underpricing. LUNR: NASA’s Favourite Contractor Quietly Building the Moon Economy Let’s sta
SingPost’s Profit Crash: Can It Claw Back to Glory? 📬
Singapore Post ( $SingPost(S08.SI)$ ) is making headlines again, but not for the right reasons. Its stock nosedived 12% after a dismal earnings report revealed declines in both revenue and profit year-over-year. This stumble comes hot on the heels of last year’s drama, when five key executives jumped ship during a messy restructuring effort. Investors are left wondering: is this a golden opportunity to snag shares on the cheap, or a sinking ship to abandon? And does this earnings flop spell doom for SingPost’s grand restructuring plans? Let’s break it down. 📉 The Numbers Don’t Lie SingPost’s latest earnings are a wake-up call: Revenue: Dropped 7.5% to S$813.7 million, down from S$879.4 million last year. Underlying Net Profit: Crashed 40.3% to S
$SATS LTD.(S58.SI)$ Both Sia and Sia Engineering reported higher net profits , I think Sats may likely follow! Hopefully, declaring a higher dividend of 4-5 cents that may see price being lifted to 3.40 level! Sats - Chart wise, bullish mode. She is rising up to test 3.06, a nice breakout smoothly we may see her rising up further towards 3.20 and above! Beyond 3.20, she may likely rise up to test 3.40 and 3.50 with extension to 3.68. Pls dyodd. 13th May 2025: Chart wise, gaining momentum! She may rise up to test 3.00-3.06. A nice breakout of 3.06 with ease plus good volume we may see her rising up further towards 3.13 than 3.20 with extension to 3.30-3.40. Pls dyodd. 5th May 2025: Sats - FY results will be out on 23 May, likely see
I'm passing on buying the dip in $UnitedHealth(UNH)$ , and it's not just about the numbers. My capital is hard-fought, earned through grit and determination. I invest in companies that align with my values – businesses that prioritize long-term sustainability and ethics over short-term gains.
HIMS Rockets 16%: Can It Shatter Records in May? 🌟
Hims & Hers Health, Inc. ( $Hims & Hers Health Inc.(HIMS)$ ) is stealing the spotlight, exploding nearly 16% in a single day after unveiling a jaw-dropping $1 billion funding round—the largest in its history. With the stock already boasting a 164% year-to-date (YTD) climb, it’s now perched at $64, tantalizingly close to its all-time peak of $72.98. Investors are buzzing: can HIMS keep the rocket fuel burning and blast past its record high in May? Let’s unpack the drivers, hurdles, and what’s next for this telehealth titan. 💰 Billion-Dollar Boost: What It Means The $1 billion cash infusion is a blockbuster move for HIMS. This isn’t just pocket change—it’s a war chest that could supercharge growth, from scaling its telehealth services to rol
UNH’s 50% Nosedive: Bargain Buy or Sinking Ship? 💥
UnitedHealth Group ( $UnitedHealth(UNH)$ ) has been slammed, dropping 50% year-to-date amid a barrage of brutal headlines. The sudden resignation of CEO Andrew Witty, the scrapping of its full-year earnings outlook, a criminal probe for Medicare fraud, and President Trump’s new drug pricing executive order have investors running for cover. With the stock down another 16% on the fraud probe news alone, the big question looms: Is UNH a screaming buy at these levels, or a disaster to avoid? And what does Trump’s order mean for the biotech sector’s already shaky ground? Let’s break it down. What’s Driving the Chaos? CEO Exit: Andrew Witty stepped down abruptly on Tuesday, leaving UNH without a permanent leader. The move stunned markets, especially afte
$Waters(WAT)$ $Waters(WAT)$ Vested on WAT on 9th May with another platform ([Surprised] I hope I don't get ban by Tiger 🐯) At that point, observed Price actions breakdown MA12 & 26, MACD approaching 0 axis (-0.392) & RSI 51.167. I was thinking 🤔, hmm, this looks strange, & open a Test position around 344++. 5 days passed & the MAs are in a Bullish set up 🤔MACD above 0 axis.RSI 59.86. Higher likelihood this coming week might have further Upside: TP 376 - 379++. As this is an Utilities stock, selected this as a defensive stick for slow & steady play to ride out the tech. Stocks volatility.[Chuckle] [Chuckle] [Chuckle] Let's see how it will turn out next week (19-23May). ( It might be an entr
Nvidia (NVDA) recently made headlines by halting its Hopper series, a decision that sent ripples through the tech and investment community. With earnings week right around the corner, investors are bracing for the impact. Will this strategic pivot weigh down Nvidia’s momentum, or will it be brushed aside as the company continues its AI-driven growth narrative? Hopper Halt: What Happened? The Hopper series, Nvidia’s line of data center GPUs, was initially seen as a cornerstone for AI and high-performance computing. Its sudden halt, however, raised eyebrows. Some analysts speculate that Nvidia may be pivoting resources towards newer architectures that are more in tune with the rapid advancements in AI and machine learning. Others believe that the decision hints at weaker demand or production
Lady Gaga, the global pop sensation known for her electrifying performances and massive fan base, is set to bring her "Chromatica Ball Tour" to Singapore. This highly anticipated event is expected to draw thousands of fans from across the region, sparking optimism among hospitality and airline sectors in the Lion City. With hotel bookings already showing signs of a surge and flight searches climbing, could this be the spark that ignites a rally in Singapore’s hospitality and airline stocks? The Tourism Boost: More Than Just a Concert When a global icon like Lady Gaga announces a tour stop, it’s more than just a concert; it's a magnet for tourism. Fans from Malaysia, Indonesia, the Philippines, and even as far as Australia are likely to make their way to Singapore. The last time a major art
$Tiger Brokers(TIGR)$ When it comes to investing, two dominant strategies often steal the spotlight—High Risk, High Reward and Compounding Over Time. Both have their loyal followers and legendary stories of success, but they couldn't be more different in approach and philosophy. The burning question is: which path should you take? High Risk, High Reward: The Thrill-Seeker's Gamble This strategy is the adrenaline rush of the investment world. It’s the crypto millionaires, the tech stock rockets, and the biotech gambles that can skyrocket or crash overnight. It’s about riding waves of volatility with nerves of steel and a touch of insanity. Think about the recent AI stock boom—Nvidia, AMD, and those micro-cap AI startups that skyrocketed on mere whi
Hi everyone! It’s been a while… Disclaimer: The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publicatio
Hi everyone! Disclaimer: The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended