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2025-05-18
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
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2025-05-18
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
TOPMortimer Arthur: I bet LUNR break $16 next week
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2025-05-18
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
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2025-05-18
$SATS LTD.(S58.SI)$ 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
TOPthanks for sharing
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2025-05-18
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.
TOPLove your insights. Thanks for sharing
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2025-05-18
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
TOPStair stepping back up north on SP. Shorts are runing out of ammo. Once their dry powder is gone, we squeeze to $100.
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2025-05-18
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
TOPI think you would want to hold this stock for a quarter or two to see what the new CEO can do to cut costs, maybe by implementing AI.
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2025-05-18
$Waters(WAT)$ $Waters(WAT)$ 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
TOPTigers will not ban you. If they do, I would have been ban since the day I trade US stocks as all my SG stocks are either wz Vickers or Poems🤣🤣
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2025-05-18
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
TOPThe Grace Blackwell Ultra is in full production and going to be released in the 3rd quarter this year. Go long.
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2025-05-18
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
TOPWow, Lady Gaga is sure to bring the crowd! [Wow]
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2025-05-18
$Tiger Brokers(TIGR)$ 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
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2025-05-19
#TBI2025[19]: Market Outlook Pt. 5
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
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2025-05-19
#TBI2025[20]: XPEV, DELL, IBM
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
TOPXPeng hasn't been getting much attention lately.
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2025-05-19
Nvidia's Upcoming Earnings Report: Analysis and Future Outlook Nvidia's upcoming earnings report is highly anticipated, given the company's remarkable growth in the AI sector. Several factors suggest potential for further share price upside, but also highlight risks. Positive Factors: - Strong Demand for AI Chips: Nvidia dominates the market for AI chips, with its products crucial for developing generative AI applications. This strong demand is expected to drive continued revenue growth. Analysts project significant increases in revenue for upcoming quarters, with some forecasting revenue exceeding $11 billion in Q2 FY24 and further substantial growth in subsequent quarters. The recent Q2 FY25 earnings beat expectations, exceeding revenue projections by a significant margin - Analyst Senti
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2025-05-19
Lots of insiders buying $UnitedHealth(UNH)$
TOPFew insiders LOADED up near the Bottom, and methinks this thing will recover sooner than later.
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2025-05-19
Autodesk (ADSK) Earnings Expected To Be Muted Surprise Beat Can See A Surge
$Autodesk(ADSK)$ is scheduled to release its Q1 2026 earnings after the market close on Thursday, 22 May 2025, followed by a conference call. Revenue: The consensus revenue estimate is around $1.61 billion, aligning with the upper end of Autodesk's guidance. This represents a year-over-year increase of approximately 13.4%. Adjusted EPS: Analysts expect adjusted EPS to be around $2.15, placing it within the company's guided range and indicating a year-over-year growth of about 15%. Some analysts have a slightly lower EPS estimate around $1.50. Autodesk (ADSK) Last Neutral Earnings Call Saw Share Price Gain A Modest 5.57% Autodesk had a neutral earnings call on 27 Feb 2025 which saw its share price gain a modest 5.57% since. Autodesk reported strong
TOPWill this company ever get its act together. The only thing heard is negative
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2025-05-19
NVIDIA’s China Chip Crisis: Earnings Week Wildcard Unveiled 🌩️
$NVIDIA(NVDA)$ NVIDIA’s earnings are dropping on May 28, and the stakes are sky-high. Mizuho just bumped their stock price target to $168, betting big on the AI chip titan. But over the weekend, CEO Jensen Huang dropped a bombshell: U.S. export restrictions have forced NVIDIA to shelve its Hopper series chips for China, with no plans to launch more in that market. China’s a tech goldmine, so this could be a massive curveball. Will this news send NVIDIA’s stock into a tailspin, or has the market already shrugged it off? Let’s unpack this high-stakes drama and figure out if NVIDIA’s still a buy this earnings week. 🛠️ Hopper Series: The AI Powerhouse Grounded The Hopper series isn’t just another chip—it’s NVIDIA’s crown jewel. These GPUs are built fo
TOPJensen said that they will be doing Blackwell for China. Hopper too much restrictions and can't be modified anymore.
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2025-05-19
High Risk, High Reward vs. Compounding: What’s Your Path?
In investing, two roads often diverge: one paved with high-risk, high-reward opportunities—thrilling, fast, and uncertain; the other a winding path of patience, discipline, and compounding returns. Both lead to wealth, but the journeys—and the mindsets they require—are vastly different. The Dream of the Big Win Let’s be honest: the idea of a life-changing gain from a single investment is exhilarating. Who hasn’t fantasized about discovering the next Tesla or catching the next GameStop rally early? There’s something seductive about seeing a small stake multiply into a fortune seemingly overnight. The media loves these stories because they tap into something primal—our desire for shortcuts to success. Ideally, I’d love to be that person who bets big on the right asset at the perfect time. Th
TOPI will buy PFE if it goes below 22 again. I know it is cheap and has a big div. My main worry is the nearly random revenue over the last several years.
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2025-05-19
The U.S. Bond Sell-off may Signal a Further Sell-off in the Stock Market
$9.2 trillion of U.S. government debt will mature in 2025, with $6.5 trillion maturing in June alone.The U.S. government will need to roll over (refinance) a large portion of this debt, essentially borrowing new money to repay maturing bonds.Trump’s Pressure for Rate CutsTrump wants the Fed to cut interest rates, hoping this will lower government borrowing costs (bond yields).The aim is to minimize interest expenses on the newly issued debt in June 2025.But Fed Cuts Don’t Guarantee Lower Long-Term YieldsFed rate cuts help more on the short end of the yield curve; long-end yields may remain sticky or even rise if inflation expectations stay elevated or market confidence in U.S. fiscal credibility weakens.Investors in long-duration Treasuries demand a higher yield if they fear inflation or d
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2025-05-19
6 Questions on Why High US Debt Isn't the Crisis Everyone Thinks It Is
High debt should not be ignored—but nor should it be exaggerated. For now, investors have little reason to panic. The US is far from a debt crisis, and has ample flexibility to manage risks ahead.In recent months, heightened attention has been paid to the United States’ growing debt burden.With a debt-to-GDP ratio reaching 124% in 2024, many investors and media commentators have raised concerns about fiscal sustainability, rising interest expenses, and the potential crowding-out of future government investment.These fears have intensified in an environment of elevated interest rates and persistent budget deficits.Debt-to-GDP Ratios in 2024:CountryDebt-to-GDP RatioUnited States124%Japan259%Singapore173%India87%1. Why a High Debt-to-GDP Ratio Is Not Necessarily a ProblemDebt-to-GDP is a rati