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1.08K
General
Mrzorro
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2025-07-11
CoreWeave Buys Core Scientific: A Good Arbitrage Opportunity? $CoreWeave, Inc.(CRWV)$   all-stock acquisition $Core Scientific, Inc.(CORZ)$   met negative market reaction. Post-announcement on July 7th, CRWV fell 2%, while CORZ dropped 15%, trading below its equivalent value in CRWV shares. The market's negative reaction likely stems from disappointment over the absence of a cash deal and increased volatility due to the all-stock nature of the transaction. Transaction Details​ According to the Core Weave announcement, the acquisition details include: 1. The deal is expected to close in Q4 2025, pending regulatory and stockholder approvals. 2. Core Scienti
CoreWeave Buys Core Scientific: A Good Arbitrage Opportunity? $CoreWeave, Inc.(CRWV)$ all-stock acquisition $Core Scientific, Inc.(CORZ)$ met negat...
TOPVenus Reade: CORZ has been selling since beg June at 12 or so, most of selling should be gone by after today. Marginers are gone as well (2-5 days to closout).
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Mickey082024
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2025-07-11

From Negotiation to Imposition: The New Era of U.S. Trade Policy

$S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ On Wednesday, July 9, 2025, President Donald Trump sent out another round of letters to U.S. trading partners, outlining the new tariffs they will face starting August 1. This follows a similar round of letters issued earlier in the week. Rather than negotiating mutual agreements to lower trade barriers and foster more open trade — as one might traditionally expect from trade diplomacy — the administration appears to be taking a unilateral approach. The President is essentially informing other countries of what tariffs they will be subject to, labeling these moves as “deals,” even though they are more accurately described as imposed terms. Surprisingly, the stock mark
From Negotiation to Imposition: The New Era of U.S. Trade Policy
TOPJimmyHua: Market’s cheering tariff letters like they’re trade deals—guess certainty, even the tough kind, beats suspense.
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1.58K
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Mkoh
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2025-07-11

Is Starbucks losing its mojo in China

China the growth engine of Starbucks appears to have hit a speed bump. The relentless expansions seems to have cause market fatigue in China and it lead to many to believe that they are losing their mojo in China.Here's a breakdown of the situation: 1. Declining Performance Metrics:  * Comparable Store Sales: Starbucks China saw a 14% decline in comparable store sales in Q4 Fiscal Year 2024, and an 8% decrease for the full fiscal year 2024. More recently, comparable store sales in China were flat in Q2 2025 after dropping for four straight quarters.  * Average Ticket & Transactions: Both average ticket and comparable transactions have seen declines in China.  * Revenue Growth: For fiscal year 2024, Starbucks China's revenue decreased by 1.4% year-on-year. 2. Fierce Compe
Is Starbucks losing its mojo in China
TOPMkoh: I think it's just a different culture. starbucks pride itself as a second space while Chinese consumers prefer grab and go
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General
orsiri
·
2025-07-11

Ethereum’s Stablecoin Crown: Why the Second-Largest Crypto May Yet Rule Them All

Dollars on Chain — and in Charge Ethereum may be the second-largest crypto by market cap, but it’s in pole position where it really matters: utility. Stablecoins — those $1-pegged digital assets — are transforming Ethereum from a smart contract network into the financial infrastructure of tomorrow. As of July 2025, Ethereum processes around 50% of all stablecoin transactions, and 30% of its own activity is now stablecoin-driven. That’s not a trend — that’s infrastructure. With $69.25 billion in Total Value Locked (TVL), up from $44.04 billion in April, Ethereum now commands 57% of the global DeFi market. That $25 billion inflow in three months says a lot about where capital — and confidence — is flowing. Where dollars go digital, Ethereum builds the streets beneath Real Revenue, Not Just H
Ethereum’s Stablecoin Crown: Why the Second-Largest Crypto May Yet Rule Them All
TOPSiliconTracker: ETH's $69B TVL and real revenue streams show why it's the backbone
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Xaddy_Analyst
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2025-07-11

Chip Underdogs Rising: Can AMD, ON, STM, and NXPI Outshine Nvidia?

The semiconductor sector is buzzing, with second-tier players like Advanced Micro Devices (AMD), ON Semiconductor (ON), STMicroelectronics (STM), and NXP Semiconductors (NXPI) stealing the spotlight. AMD surged 4%, ON gained 3.03%, STM rose 3.66%, and NXPI climbed 1.2% in recent trading, outpacing Nvidia’s year-to-date struggles. Investors are betting that if Nvidia’s market cap rockets to $5-$6 trillion, these underdogs—yet to hit new highs—could double in price, driven by their exposure to AI, automotive, and IoT markets. With more attractive valuations and growing momentum, are these second-tier chip stocks the next big winners? This report dives into their recent performance, growth potential, and strategic investment approaches to capitalize on this opportunity while managing risks. W
Chip Underdogs Rising: Can AMD, ON, STM, and NXPI Outshine Nvidia?
TOPJimmyHua: Second-tier chip stocks are finally having their moment—AI and auto tailwinds could make them breakout stars.
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Shyon
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2025-07-11
Looking back at 2022, I do think it was the perfect buying opportunity for $NVIDIA Corp(NVDA)$ but like many retail investors, I underestimated how quickly the AI wave would take off. I’ve always seen value in semiconductors, but Nvidia’s surge from $2 trillion to $4 trillion this year is just incredible. It’s no longer just a chipmaker—it’s the core engine of global AI development. I wouldn’t be surprised at all if Nvidia breaks $200. With demand from hyperscalers, sovereign AI spending, and continued model training, the growth story still has legs. Valuation is rich, but I believe dollar-cost averaging is still a smart approach. I’d rather slowly build a position than risk missing out by trying to time the market perfectly. Let’s be honest—wai
Looking back at 2022, I do think it was the perfect buying opportunity for $NVIDIA Corp(NVDA)$ but like many retail investors, I underestimated how...
TOPMerle Ted: Nvidia stock is looking like one of the safe havens institutions are fomo-ing into to avoid that tariff deadline. Trump said no more extensions. By EOY this should be substantially higher.
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Mickey082024
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2025-07-11

Grok-4 in Tesla: Where Artificial and Human Intelligence Converge

$Tesla Motors(TSLA)$ Tesla, Inc. (NASDAQ: TSLA) has never been shy about pushing the boundaries of what technology can accomplish in the automotive and energy industries. From mass-market electric vehicles to self-driving software and vertically integrated energy solutions, the company has spent the past decade redefining what investors and consumers expect from a car company. But its latest step — the integration of Grok-4, a cutting-edge artificial intelligence language model, into its vehicle and business ecosystem — signals an even more ambitious direction: creating a symbiotic relationship between human and machine intelligence. Grok-4 isn’t just another incremental improvement to Tesla’s Full Self-Driving (FSD) system or its in-car infotainm
Grok-4 in Tesla: Where Artificial and Human Intelligence Converge
TOPValerie Archibald: We are going back to 330+ mark this post, we are not seeing 200 or sub 200 I keep saying this but no one seems to believe me ? Not even Q2 will make this tank to sub 200 all you bears know it
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orsiri
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2025-07-11

Shopify’s Secret Sauce: Why I Think It’s Quietly Building the Backbone of Online Retail

Recurring revenue? Check. But are we paying too much for it? Shopify’s growth is impressive—$9.38 billion in annual revenue, up 26.8% year over year, and $1.7 billion in free cash flow. Building the invisible engine behind the world’s digital shelves Yet with a forward P/E of 81.97 and EV/EBITDA of 117.57, the price tag isn’t for the faint-hearted. While these multiples may raise eyebrows, Shopify’s model does warrant a premium—thanks to its sticky SaaS revenue, growing merchant services, and improving profitability. The company is now solidly in free cash flow territory, and historically its P/E has ranged from 60 to over 400. That said, any sustained drop in revenue growth below 15% or contraction in merchant services’ share of total revenue under 60% would likely break the thesis. At th
Shopify’s Secret Sauce: Why I Think It’s Quietly Building the Backbone of Online Retail
TOPJimmyHua: Shopify’s playing the long game—and so far, it’s executing with precision, not promises.
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365
General
Barcode
·
2025-07-11
$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $CME Bitcoin - main 2507(BTCmain)$ 💰🔥Bitcoin to the Moon, Coins in the Vault, Copper Tariffs and Nasdaq Revolt 🔥💰 I showed up, I posted, and now I’m stacking, Daily Discussion blessed me, no slacking. Forty more coins added straight to the vault for calling out trends with precision, not fault. 🟠 Bitcoin just made history with a high at $117,459.20: a vertical spark. It’s cooled a little, sitting at $116,399, but the bulls still own the dark. Q-RSI flickered a warning on stretch, but there’s no sell signal, no loss of fetch. It’s risk-on, still, with volume alive, and $120K’s within reach if the inflows survive. 🪙🐅 Meanwhi

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Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:10 July]1.Here are the 4 Tigers whose post has the best quality & interaction yesterday:@Mickey082024 @n
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$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $CME Bitcoin - main 2507(BTCmain)$ 💰🔥Bitcoin to the Moon, Coins in the Vault, Copper Tariffs and Nasdaq Revolt ...
TOPKiwi Tigress: 💥🪙🐅💥🌟🙌Ok but 63,621 coins? That’s insane. You’re basically the Federal Reserve of Tiger. Also loved how you broke down that copper spike. It’s giving textbook macro with flavour.
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WallStreet_Tiger
·
2025-07-11

Chips Soar While SaaS Sinks: Why Has the AI Narrative Shifted?

Software stocks plunged yesterday while semiconductors take off, with $iShares Expanded Tech-Software Sector ETF(IGV)$ down 2%. Major names like $ServiceNow(NOW)$ , $Snowflake(SNOW)$ , $Intuit(INTU)$ , and $CrowdStrike Holdings, Inc.(CRWD)$ all dropped.The sharp decline was mainly triggered by $Broadcom(AVGO)$ CEO Hock Tan, who stated yesterday thatthe company would not invest in the software sector going forward, citing uncertainty brought by AI's impact on software.This bearish view stands in contrast to bullish calls from major institu
Chips Soar While SaaS Sinks: Why Has the AI Narrative Shifted?
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7.17K
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Tiger_SG
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2025-07-11

Inside Temasek’s Treasure Chest: How Much Does Your Portfolio Overlap?

Temasek Holdings has released its latest data, showing a record net portfolio value of SGD 434 billion as of March 31, with a staggering SGD 45 billion increase in just the past year!Temasek attributes this surge to two main factors:Strong performance from its listed investments in Singapore; andRobust returns from its direct investments in China, the U.S., and India.From a short-term perspective, its 1-year total shareholder return reached 11.8%, a sharp rise compared to 1.6% in the previous fiscal year.What’s inside Temasek’s “treasure chest”? Does your portfolio overlap with Temasek’s?Local Singaporean giants like $DBS(D05.SI)$ , $SIA(C6L.SI)$ , and $Singtel
Inside Temasek’s Treasure Chest: How Much Does Your Portfolio Overlap?
TOPShyon: Temasek’s record SGD 434 billion portfolio, with a sharp SGD 45 billion jump in just one year, really caught my attention. Their 11.8% 1-year return shows they’ve been making the right calls, especially with their focus on Singapore-listed giants and global growth trends like digitalization and sustainability. My portfolio overlaps with Temasek’s in a few areas — I hold $DBS(D05.SI)$ and $Singtel(Z74.SI)$, which have been steady performers for me. While I haven’t added names like $Sea Ltd(SE)$ or $BlackRock(BLK)$ yet, Temasek’s strong exposure there makes me want to take a closer look. Overall, my local stocks have been reliable, giving me decent returns and stability. Temasek’s conviction in these companies strengthens my confidence in sticking with quality Singapore investments while keeping an eye out for global opportunities. @Tiger_comments @TigerStars @CaptainTiger
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1.10K
General
PeterDiCarlo
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2025-07-11

Daily Hot Stock Charts - MSTR, NCLH & MARA

1. $Strategy(MSTR)$ MSTR +7% so far and with NO volume on the volume profile, we could go parabolic soon 🥵Image2. $Norwegian Cruise Line(NCLH)$ Closed my NCLH calls way too soon 😅Still holding shares — up over 25% — but this setup was textbook.Once that liquidity zone broke, there was nothing stopping this move toward $25.Wouldn’t be surprised to see that target hit in the coming weeks.Image3. $MARA Holdings(MARA)$ Posted MARA setup for the subs on June 24th Stock is now up 24% in 7 days 😎ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks a
Daily Hot Stock Charts - MSTR, NCLH & MARA
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651
General
PeterDiCarlo
·
2025-07-11

TSLA - A push to $330 before potential rejection

$Tesla Motors(TSLA)$ Picked up calls tonight — best case, I’m looking for a push to $330 before potential rejection.We’re seeing higher lows and lower highs into earnings… classic compression and indecision.But the Daily BX criteria is met, and market structure remains bullish.Let’s see which way this breaks 👀ImageTSLA Daily BX closed HL todayEntry requirements met, so we are long again ✅ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the
TSLA - A push to $330 before potential rejection
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957
General
jfsrevg
·
2025-07-11

DXYZ - 2 month bullish wedge

$Destiny Tech100 Inc(DXYZ)$ (ADR: 9.76%) - 2 month bullish wedgeOne of the strongest intraday ETF mover alongside with $iShares Ethereum Trust ETF(ETHA)$ $iShares Bitcoin Trust ETF(IBIT)$ $Global X Hydrogen ETF(HYDR)$ $Amplify Seymour Cannabis ETF(CNBS)$ $iShares U.S. Home Construction ETF(ITB)$. The previous wedge breakout in late 2024 ignited a +480% move in less than a month, with the first breakout candle traded at 5.9 million share volume, to a peak of 20 mil share volume on the third day.DXYZ price action today (+6.4%) out of its c
DXYZ - 2 month bullish wedge
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637
General
SmartReversals
·
2025-07-11

SPX - The 5 daily moving average continues carrying the trend

$S&P 500(.SPX)$ - The 5 daily moving average continues carrying the trend, the price is aiming at the $6,300 zone until proven otherwise.This July resembles the price action from July 2024 and July 2023, when overbought conditions were overextended; technicals didn’t matter until they did.My vision for the market is bullish as shared with subs since April, with a specific target. A healthy pullback would be better now than a decline from an over extension; but price action is the final judge.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and
SPX - The 5 daily moving average continues carrying the trend
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5.88K
General
Snoopymint
·
2025-07-11
I believe that Nvidia will break $200 if it break the support level of $180. I’ll do a DCA now to ride on the wave. Looking at the short term and long-term trend, the 100-day and 200 day moving averages are pointing upward. In the short term, the 20-day moving average has recently started sloping upward again, which I see a good sign of entering in to add more. Well, people who had bought way before 2022 where prices are so low, they are laughing to the bank. But how many who bought then still holds it to-date? @Tiger_comments @TigerEvents @TigerStars
I believe that Nvidia will break $200 if it break the support level of $180. I’ll do a DCA now to ride on the wave. Looking at the short term and l...
TOPJimmyHua: Can’t argue with the fundamentals here. If it pulls back a bit more, might be a good entry for the long game. 📊
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SmartReversals
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2025-07-11

GOOG & AAPL - Breakout Mode

1. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ The 20DMA continues carrying the trend, the RSI is not overbought (which is good), and the 50DMA is trending up as additional defense line.Image2. $Apple(AAPL)$ In breakout mode, and the 200DMA looks like the next destination. RSI is not overbought.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegra
GOOG & AAPL - Breakout Mode
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Maverick AI
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2025-07-11

💸 Premium Revenue Up 5%, Fuel Costs Down 11%: Delta's Profit Magic Trick​

$Delta Air Lines(DAL)$ demonstrated industry-leading operational and financial performance in Q2 2025, with premium growth and cost control delivering solid profitability despite lower guidance.EPS beat estimates and shares rose 11% reflecting market recognition of its Q2 performance. $United Continental(UAL)$ $American Airlines(AAL)$ $Southwest Airlines(LUV)$ $Alaska Air(ALK)$ Performance and market feedbackKey financials vs. market expectationsRevenue was $15.5 billion (non-GAAP), up 1% year-over-year ($15.35 billion in Q2 2024) and above market expectations of $15.44 billion.The m
💸 Premium Revenue Up 5%, Fuel Costs Down 11%: Delta's Profit Magic Trick​
TOPFranklinMorley: Wow, such impressive results from Delta! [WOW]
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8.55K
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RonNg
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2025-07-11
$Canaan Inc.(CAN)$  l believe this stock will continue moving  sideway while bitcoin price rises, the moment bitcoin price start dropping from the high, this counter will fly to the moon. Solution is accumulate slowly, as we don't know when they will play. Don't bother by this little up and down.
$Canaan Inc.(CAN)$ l believe this stock will continue moving sideway while bitcoin price rises, the moment bitcoin price start dropping from the hi...
TOPEnid Bertha: The fundementals show this is way undervalued. It was at one time $25/share and can easily jump over a $1 anytime.
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TopdownCharts
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2025-07-11

Bonus Chart — Commodities vs Gold vs Valuations

1.Bonus Chart 1 — Leads and LagsTo put it slightly differently, here’s that equal-weighted commodity price index and the gold $Gold - main 2508(GCmain)$ price on one chart. You can see the divergence between gold and commodities very clearly here.As I noted, I believe the most likely outcome here is catch-up by commodities, and indeed some of the drivers of gold (e.g. monetary tailwinds, weakening dollar, geopolitics) are going to ultimately be helpful for the rest of commodities too.But it’s not just the divergence — although intermarket analysis can be highly useful in spotting risks and opportunities like this, we also need to consider valuations…2.Bonus Chart 2 — ValuationsThe final chart of interest in this week’s session shows my valuati
Bonus Chart — Commodities vs Gold vs Valuations
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