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2025-06-20
BIG TECH WEEKLY | What Challenges Does Big-Tech Face? Marvell Raises Guidance
Big-Tech’s PerformanceWeekly Macro Highlights: Escalation Between Iran and Israel, Powell vs. Trump War of Words, Stablecoin TurmoilThe escalation in the Middle East was one of the main drivers of market volatility this week. Israel’s strike on key Iranian facilities could lead to further increases in oil prices, fueling inflation expectations and exerting pressure on U.S. equities—particularly those in energy-sensitive sectors. While the upward trend in oil prices slightly eased this week, geopolitical uncertainty remains a key market risk for the foreseeable future.On the other hand, despite solid economic data, the Fed unsurprisingly refrained from cutting interest rates and reiterated concerns over tariffs and their potential inflationary effects. Trump again lambasted Powell as “stupi
TOPvuvence IX: For global money to flow through the NYSE, the FED must be neutral. The dollar is up in the last few days, hopefully as a sign of confidence in FED Chair Powell to hold the line, despite the almost weekly Presidential gaslighting. If President Trump really wants to strengthen Dollar, from a global investor lens, re-appointing Mr. Powell would probably go a long way to doing this. At least this FED Chair can be relyed upon not to do anything impulsively or in a hurry.
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2025-06-20
🌌 Self-Driving Taxis: Ready to Ride the Future? 🚖
$Tesla Motors(TSLA)$ Tesla’s about to drop a game-changer: a pilot program for its Full Self-Driving (FSD) Model Y robotaxi kicks off in Austin on June 22. No driver, just you and the tech. Meanwhile, Waymo’s been crushing it in San Francisco, charging 41% more than Lyft and 31% more than Uber, yet still owning over 25% of the market in just two years. People can’t get enough—no awkward small talk, luxe rides, and no tipping stress. But would you climb into a car that drives itself? Let’s break it down. Tesla’s Austin Experiment Picture this: a fleet of Model Ys cruising Austin’s streets, no one behind the wheel. Tesla’s FSD pilot starts June 22, testing its self-driving tech in a real-world sandbox. It’s not total freedom—think geofenced zones an
TOPHonestly? I’d ride it in a heartbeat. This is the future we’ve been waiting for. If Waymo can dominate SF, imagine what Tesla can do with FSD + the Model Y combo. Let’s gooo 🤖🚗💨
2.26K
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2025-06-20
"Trump Tariffs" Are Back?! I Bought the April Dip—Would You Dare Again? 📉📦💡 Here we go again—tariffs are back in the headlines, and markets are reacting. According to Bloomberg, Trump is preparing a fresh round of broad-based tariffs that could impact a huge chunk of imports. This time, it’s not the classic country-specific shock—we’re talking about a blanket-style approach that might be harder to challenge in court, but just as disruptive. If you were in the market back in April, you’ll remember the jitters. I certainly do. That week, sentiment cratered, tech names got whacked, and headlines screamed uncertainty. But under the surface, I saw something else: opportunity. 💡 On April 18, I added exposure to $NVDA and $SPY during the tariff-fueled selloff. Why? Because the fundamentals didn:t
TOPTotally agree on the potential opportunity
782
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2025-06-20
📰 June 20 Market Playbook: Iran Escalates, Oil Surges, Trump Slams Powell & Triple Witching Day
$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Lockheed Martin(LMT)$ $Energy Select Sector SPDR Fund(XLE)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ Markets enter Friday on high alert. The overnight missile strike by Iran on Israel has stirred global risk markets — oil is rallying, defense stocks are popping, and tech is taking a breather. Meanwhile, Trump reignites pressure on Fed Chair Jerome Powell, calling him "dumb" and “destructive”and even teasing that he might replace him after the election. What does this mean for your t
TOPIncredible insights! Always on point! [Wow]
5.45K
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2025-06-20
HK IPO Fever Is Real! 💥 Made a 2x or Caught in a Pump? 🧧📈 Let's talk about the red-hot Hong Kong IPO scene—because it's not just heating up, it's exploding. In the first half of 2025, HKEX has raised $12.8 billion, far outpacing both Nasdaq and NYSE. That alone is a statement—but here's the kicker: 70–80% of those IPOs are profitable right now. Let that sink in. Mainland China investors are swarming the IPO pipeline. Even AI-assisted trading platforms in Singapore have jumped in. It's become the go-to playground for fast money in Asia. This week, the spotlight's on Sanhua Holdings, a name being thrown around in chatrooms and brokerage circles as the next potential breakout. So what's really going on here? Let me share my take. 🧠 My 3 IPO Insights 1. Timing is Everything – The best entries
TOPGot in on Sanhua, planning to exit as soon as the market opens.
1.41K
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2025-06-20
Triple Witching - What to Invest?
🌟🌟🌟June 20 2025 isn't just another Friday. It is Triple Witching Day and this one is supercharged! With USD 6.5 Trillion in Options and Futures contracts expiring, it is the largest on record, making it a perfect storm of liquidity, leverage and last minute positioning. Here is a deep dive into what is in play : 1. Volatility Linked ETFs With VIX back above 20 due to geopolitical tensions and compressed trading time after Juneteenth Holiday, Volatility ETFs like VIXY, UVXY are seeing renewed interest. These are great tools for traders looking to hedge or speculate on short term market swings. 2. Mega Cap Tech and Index ETFs Despite the chaos, SPY $SPDR S&P 500 ETF Trust(SPY)$
TOPTriple Witching + AI momentum? Count me in! MSFT and NVDA still look 🔥 — might just be the perfect dip window for some tech magic 💻⚡
3.33K
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2025-06-20
Underrated Stocks Poised for a Breakout: Hidden Gems to Watch Now
The stock market in 2025 is a battleground of hype and opportunity, with tech giants and AI-driven IPOs stealing the spotlight. Yet, beneath the surface, a select group of underrated stocks is quietly building momentum, offering investors a chance to buy quality companies at a discount. These hidden gems—spanning real estate, shipping, and technology—are trading below their intrinsic value, driven by strong fundamentals and overlooked growth potential. Recent analyses from leading financial outlets like Morningstar, NerdWallet, and Investopedia highlight these stocks as prime candidates for a breakout. Let’s explore the latest news, key players, and strategies to capitalize on these undervalued opportunities. The Appeal of Underrated Stocks Underrated stocks are those that trade below thei
TOPLove how this post goes beyond the hype names like NVDA & TSLA. ZIM and DUOL are super interesting plays with real upside. Sometimes the best gains come from the quiet corners of the market 👀📈
1.88K
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2025-06-20
Pop Mart Cracks - Bubble Burst or Buy-the-Dip Moment? 🎈📉 Pop Mart ($POP MART(09992)$ ) dropped over 5% again yesterday—and it's not a one-off. We might be witnessing the tail end of a hype cycle that once felt unstoppable. The Labubu craze, blind box mania, and premium collector culture all helped fuel Pop Mart's rally... but what happens when the market decides it's seen enough? 📉 Signs of Peak Euphoria Valuation was pricing in infinite demand from Gen Z collectors. Labubu figures flooded resale platforms—too much supply, not enough fresh demand. The company started expanding aggressively overseas, including licensing deals in Japan and Southeast Asia, but without material profit uplift yet. 🚨 The writing was on the wall: whenever a t
TOPA pullback is inevitable. I’ll consider buying in once the hype fades and things return to normal, because I believe this is a highly profitable industry — there’s definitely money to be made.
5.39K
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2025-06-20
☀️ Solar Stocks Meltdown: Tax Credits Gone, Hope Too? Or a Green Buy-the-Dip? 💥🌱 Ouch. Solar stocks just got scorched. 🔥 Sunrun and SolarEdge have plunged more than 40%. Enphase Energy’s down over 26%, and even the mighty First Solar isn’t spared—losing over 20%. The spark? A U.S. Senate proposal to fully eliminate tax credits for solar and wind energy by 2028. That’s a direct blow to a sector that has leaned heavily on policy tailwinds to fuel its growth. 📉 Let’s be honest—this wasn’t just a policy shock. The entire sector was already wobbly. High interest rates made rooftop solar financing expensive. Panel oversupply from China dragged down margins. And now with Uncle Sam threatening to pull the plug on subsidies, investor confidence has collapsed. But here’s the thing: I’m not writing o
TOPStart gradually building a position, step by step.
5.22K
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2025-06-20
$Pony AI Inc(PONY)$ Here’s an accurate and up-to-date analysis of why Pony.ai (NASDAQ: PONY) dropped sharply and why today’s ~$12.70 price could be a compelling entry — along with positive context and strategic advice: --- 📉 Why the Stock Dropped 1. Robotaxi Fire Incident A Pony.ai autonomous vehicle caught fire during handling in Beijing. Although no one was injured, this raised legitimate safety concerns and caused a ~10% after-hours plunge . 2. Profit-Taking & Sector Rotation Following a strong rally (up ~25–30% YTD), some investors hesitated over broader tech valuations and chose to lock in gains, especially given uncertainty in the AV/AI space . 3. Regulatory & Market Sentiment Overhang Confusion around Hong Kong secondary list
TOPPONY have some very interesting new videos up on their YT channel. Well done, first class production values.
1.59K
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2025-06-20
Geopolitical risks tied to the escalating tensions between the United States and Iran could persist for an extended period, as such conflicts often involve complex political, military, and economic dynamics. These risks significantly influence market behavior, particularly in sectors like oil, defense, and regionally linked ETFs. 1. Duration of Geopolitical Risks Short-term volatility: Immediate concerns, such as potential military strikes or retaliatory actions, will likely dominate headlines and drive market movements over the coming days or weeks. Long-term implications: If tensions evolve into a prolonged conflict or disrupt global oil supply routes (e.g., the Strait of Hormuz), market uncertainty could persist for months or even years. 2. Oil and Defense Stocks: Is it Still a Buy? Oil
1.61K
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2025-06-20
The Tesla Full Self-Driving (FSD) Model Y robotaxi trial in Austin is an intriguing development in the autonomous vehicle (AV) space. Whether someone would want to try a self-driving taxi depends on their openness to new technologies, trust in AV safety systems, and the convenience it offers. Here's a breakdown of your questions: --- 1. Would You Try a Self-Driving Taxi? Many people are curious about self-driving technology but hesitant to try it due to concerns about: Safety: Can Tesla's FSD system navigate real-world complexities reliably? Comfort: Will the ride be smooth, and will the technology instill confidence? Cost: How does it compare with existing ride-hailing options? For early adopters and technology enthusiasts, the opportunity to experience cutting-edge innovation could outwe
TOPWedbush maintained its Outperform rating and $500 price target, citing Tesla's global reach and progress in artificial intelligence and driverless technology.
21.36K
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2025-06-20
TSLA falls becos Robotaxi failure to launch ?
Don’t Launch ! Even before my Thu, 19 Jun 2025 post on Tesla has warmed up to Tiger readers, (click here ! for details, Repost to share ok) — along comes a whammy that may blow $Tesla Motors(TSLA)$ off its course. (see below) A group of Democratic Texas lawmakers have asked TSLA to delay its robotaxi launch in Austin until September 2025. This is when the new self-driving law starts. In a letter sent on Wednesday, the Austin-area lawmakers said delaying the launch is best for safety and public trust. *Note: It seems Mr CEO said the robotaxi launch could “tentatively” happen on Sun, 22 Jun 2025. Looks like the launch isn’t certain. What’s new when it comes to Musk & punctu
TOPHonestly, delays and drama are part of the Tesla package 😂 Still bullish long-term on robotaxis—regulations might slow things down, but the tech is too big to ignore.
5.14K
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2025-06-19
Warren Buffett: The Greatest Market Timer You Never Noticed
$Berkshire Bancorp, Inc.(BERK)$ When you hear the name Warren Buffett, what comes to mind? Probably not the words “market timer.” Instead, you’re more likely to think of phrases like “buy and hold,” “value investing,” and “compounder of capital.” Buffett himself has often said that predicting short-term market movements is a fool’s game. He mocks attempts to time the market and famously said, “We have no idea what the stock market will do next year, or even next week.” But what if we’ve misunderstood him all along? According to legendary value investor David Einhorn, Warren Buffett’s long-term investment success owes just as much to when he invests as to what he invests in. In other words, Buffett may be the greatest market timer of our generation
TOPBRKB subs have debt. With so much cash available why not pay off some of the debt from the subs instead of buying treasuries?
1.06K
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2025-06-19
Global markets are moving in opposite directions. While Asia struggles to find its footing, Israel’s stock market is quietly hitting new highs, even amid geopolitical risk. Meanwhile, Hong Kong and A-shares (mainland China) continue to face pressure from weak sentiment and economic concerns. Is this divergence the start of a new trend — or will the tables turn? 🇮🇱 Israel ETF Defies the Headlines Despite ongoing tensions in the Middle East, Israel’s stock market is showing resilience. The Israel-focused ETF recently hit a fresh high, supported by: Strong performance in tech and defense sectors Robust corporate earnings from multinationals headquartered in Israel A strengthening shekel and improving investor sentiment Increased global interest in defense, cybersecurity, and AI — areas where
1.59K
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2025-06-19
Markets are cheering again. With inflation cooling and the U.S. Federal Reserve signaling openness to two rate cuts this year, the S&P 500 and Nasdaq are pushing toward fresh highs. But beneath the celebration lies a critical question: Is this the start of a new leg higher — or a trap luring investors in before the rug gets pulled? 🏦 Two Cuts, Big Implications The Fed has pivoted from “higher for longer” to “data-dependent, with a dovish tilt.” Markets are now pricing in two rate cuts by year-end. That’s a big deal because: Lower rates reduce borrowing costs, boosting corporate earnings and consumer spending Growth stocks and tech names thrive in a low-rate environment It extends the duration of bullish cycles, especially when earnings are still growing But rate cuts also raise red fla
TOPGreat insights on the market dynamics! [Heart]
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2025-06-19
Crypto is heating up again — but this time, it’s not just about Bitcoin or meme coins. Behind the scenes, stablecoins are quietly powering a new financial infrastructure, and one company is positioned to ride that wave: Circle, the issuer of USDC. As Circle gears up for its IPO, a big question looms: Could its stock outperform Coinbase (COIN) — the current public crypto heavyweight? 💰 Why Stablecoins Are the Real MVPs Stablecoins like USDC aren’t flashy, but they’ve become essential infrastructure for the crypto and fintech world. They offer the best of both worlds: Crypto speed and programmability Dollar-denominated stability Instant, borderless payments Integration into DeFi, exchanges, and wallets Circle’s USDC is second only to Tether in market cap, but it's seen as more transparent an
TOPCircle feels like the quiet force in Web3 that everyone will wish they bought early. Less noise, more utility. If stablecoins go mainstream, this could be the next Visa of digital dollars. 👀
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2025-06-20
🌟🌟🌟Investing isn't a sprint. Investing is actually a slow dance with time. Forget about chasing technical tricks or timing the market. Long term stock investing to me is all about having Patience, Resilience and watching my money grow as businesses evolve and my dividends compound. The secret sauce of Successful Investing is Letting Time Do the Heavy Lifting While I Focus on Quality and Consistency. Because in the markets - Slow and Steady Doesn't Just Win The Race - It Builds The Castle! @Tiger_comments @TigerStars @Tiger_SG @CaptainTiger
TOPYou are right. Most of our investments should be for the longer term to leverage on the good dividend and strong growth from typical blue chip counters like Banks, Sembcorp, ETFs, etc. Thanks indeed.
5.91K
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2025-06-20
🌟🌟🌟Another exciting IPO $ZHOU LIU FU(06168)$ is in the pipeline as this jewelery company aims to raise HKD 1.12 billion by selling 46.8 million shares for HK D 24 per share. Is Zhou Liu Fu (ZLF) a good company to invest in? With over 4100 stores and a franchise driven growth model, ZLF is a mass market force in China's gold jewellery landscape. There is strong ECommerce momentum and confidence is running high. But compare it to Laopu Gold $LAOPU GOLD(06181)$ ZLF aims squarely at the mid tier consumer while Laopu Gold is positioned as a premium heritage brand. ZLF is like Nike while Laopu Gold is like Hermes. So both companies cater to different segments of the jewelery market. Bottom Line
TOPZLF sounds like a great fit for long-term, steady growth. I prefer value over hype, and with that many stores and solid consumer demand, it feels like a safer bet. Might just add it to my watchlist! 💍📈
1.11K
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2025-06-20
Carnival (CCL) Cost and Debt Reduction Key To Earnings Beat or Even Surprise
$Carnival(CCL)$ is expected to release its fiscal Q2 2025 earnings on Tuesday, 24 June 2025 before market open. Earnings Per Share (EPS): The consensus EPS forecast for Q2 2025 is around $0.24, a significant increase from $0.11 in the same quarter last year. Some estimates range from $0.22 to $0.27. Revenue: Analysts anticipate revenue of approximately $6.2 billion, which would represent about a 7.3% increase year-over-year. Carnival (CCL) Last Positive Earnings Call Saw Its Share Price Gained 5.71% Carnival (CCL) had a positive earnings call on 21 March 2025 which saw its share price gained 5.71% since. The earnings call conveyed a very strong performance in the first quarter with record-breaking revenue and yield metrics, successful debt refinanc
TOPNot usually into cruise stocks, but gotta say—CCL is looking surprisingly solid with that strong booking trend and EBITDA momentum. If they manage the debt well, this could quietly outperform. Watching this one post-earnings![Happy]