How Trump’s Economic Plans Could Spark a Recession — And A warning to REITs
$Kite(KRG)$ We're not just talking about valuations, yields, or interest rate spreads. Today, I want to unpack a broader macro event that I believe is being widely underestimated — a public clash that’s unfolding between Elon Musk and former President Donald Trump. You might wonder what that has to do with the economy — let alone the REIT sector — but bear with me, because I believe the implications could be far-reaching and quite meaningful for investors. Now, I know some of you might be thinking: "How could a personal feud between two high-profile figures influence economic policy or financial markets?" And at first glance, yes, it might seem like a stretch. But when you look closer at what this represents — especially within the context of GOP d
Data Centre Focused REITs Comparison @ 1 June 2025
$Keppel DC Reit(AJBU.SI)$$DigiCore Reit USD(DCRU.SI)$$Mapletree Ind Tr(ME8U.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 Microsoft Designer Fundamental Overview, Related Parties Shareholding & Lease Profile: Debt Profile, Diversification Profile &
May CPI Report Expected Slight Inflation Acceleration Fed To Remain Cautious In Rate Cuts Decision
The US May CPI data is scheduled for release later today at 8:30 AM ET. While some economists anticipate a potential cut in July, the overall sentiment is that the Fed will remain data-dependent and likely keep rates unchanged at its upcoming June meeting. In this article, I would like to share what to expect and its potential implications, particularly to the equities and S&P 500. Key Expectations for May CPI Data Headline CPI (Year-over-Year): The consensus among economists points to a slight uptick in the annual inflation rate. Forecast: Around 2.5% year-over-year, up from 2.3% in April. Month-over-month: Expected to be around 0.2% (similar to April). Core CPI (Year-over-Year): This is closely watched by the Federal Reserve as it excludes volatile food and energy prices, providing a
Where Will AMD Stock Be by 2030? Long-Term Forecast & Valuation Analysis
$Advanced Micro Devices(AMD)$ As of early June 2025, AMD stock (ticker: AMD) is still down more than 4% year-to-date, despite showing signs of a recovery. Just a few months ago, shares were trading near $80, but since then, the stock has rebounded to around $115 per share. That’s a solid bounce, but many long-term investors are now wondering: Where could AMD be in five years? Could this stock become a multi-bagger by 2030, or is it already priced for perfection? In this video, I'm going to take a comprehensive long-term look at AMD. I’ll analyze key financial metrics, growth drivers, risk factors, and valuation scenarios to forecast where AMD’s stock price could realistically be by the end of 2030. Along the way, I’ll walk you through all the estim
$MARA Holdings(MARA)$ Still buying MARA on dips,just follow Bitcoin. Stablecoin bill passes? BTC hits $120K. Once rate cuts come? $150K easy. MARA at $25? Totally makes sense.
$MINISO Group Holding Limited(MNSO)$ 's first MINISO SPACE will open in Nanjing Deji on June 18. The large-space boutique is unexpectedly popular, and the feedback on Xiaohongshu is quite good. Offline stores must have "attractions", and MINISO has really grasped this point.
$Baidu(BIDU)$ Smart Cloud just dropped a big one,launching its new “Industry Agent Family” to tackle deep-rooted challenges in energy, transportation, smart cockpit, healthcare, and ecology with task-specific AI.
$Alphabet(GOOG)$ just topped the Fortune 500 profit list,raking in $100B last year! Tech and finance remain the backbone of the U.S. economy, followed by energy, healthcare, and retail.
$ProShares Ultra Silver(AGQ)$ Silver just broke out of a decade-long resistance,feels like a big move is coming! Do you think it can smash through the all-time high and keep flying?
$Tencent Music(TME)$ boasts 800M monthly active users with a low-cost SaaS model and solid profits. After years of heavy spending, it’s now a clear oligopoly,TME holds 70%, $NetEase(NTES)$ Cloud 20%. Now? Just sit back and cash in. No wonder the stock keeps climbing!
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ Per Sina, Mask’s die-hard fans just went all in — with leverage! TSLL saw a record $651M weekly inflow, the biggest since its 2022 launch, with most of it pouring last Thursday and Friday.
$Tesla Motors(TSLA)$ Trump did not react to Musk's remarks, and there is no need to react. This wave of turmoil has basically no impact on the business, so we should continue to focus on the business fundamentals.
$Quantumscape Corp.(QS)$ QS offering pre-production incentives? Totally normal in deep tech,strong customer feedback, tech ready, turning point in sight. Time to lock in key talent and keep the team steady.
$Amazon.com(AMZN)$ The AI boom keeps surging! Amazon plans to invest over $20B in Pennsylvania to expand cloud infrastructure and drive AI innovation. AWS Q1 revenue hit $29.3B, up 17% YoY, the king of cloud stays on top!