2.69K
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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
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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
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
1.10K
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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
651
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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
966
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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
637
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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
5.93K
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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
TOPCan’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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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
1.57K
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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
TOPWow, such impressive results from Delta! [WOW]
8.65K
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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.
TOPThe 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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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
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2025-07-11
Chart of the Week - Expect upside performance rotation from gold to commodities
Something is going on in Commodities that only comes along once every few years, and when it does — big shifts happen, new bulls begin, and select investors make a lot of money.We’re talking about rotation signals, and specifically the commodity-to-gold $Gold - main 2508(GCmain)$ ratio (in this case I am using an equal-weighted commodity index based on spot price indexes of the GSCI components, ex-gold).As the chart below plainly lays out, whenever the C/G ratio plunges to an extreme low and then turns up it has in the past flagged the start of new and substantial cyclical bull markets in commodities.Ultimately, what we’re talking about here is rotation... I’ve noted elsewhere the bullish setup in the oil/gold ratio and copper/gold ratio, but
1.37K
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2025-07-11
Bitcoin is the ultimate liquidity proxy.Global M2 is signaling a BIG rally ahead. $Galaxy Digital Holdings Ltd.(GLXY)$ $Coinbase Global, Inc.(COIN)$ $Strategy(MSTR)$ $iShares Bitcoin Trust ETF(IBIT)$ $Bitwise Bitcoin ETF(BITB)$ $Grayscale Bitcoin Trust ETF(GBTC)$ $CME Bitcoin - main 2507(BTCmain)$ 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 unl
1.89K
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2025-07-11
The FCF yields of the companies compared against the S&P 500
Here are the FCF yields of the companies in my portfolio, compared against the S&P 500 $S&P 500(.SPX)$ .While the yields may appear expensive, the growth rates are considerably higher than the S&P 500 average.Multiplying the FCF yield by the FCFps CAGR contextualises valuation by accounting for growth. Therefore, it's my view that all 12 companies have a far more attractive valuation than the S&P 500 index. Additionally, these companies are also above average in their quality. $Applied Materials(AMAT)$ $Visa(V)$ $MSCI Inc(MSCI)$ $MasterCard(MA)$
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2025-07-11
SPX will grind up to the 6340 secondary target
With the new high, it is expected $S&P 500(.SPX)$ will grind up to the 6340 secondary target - likely until CPI.A higher degree 5-10% correction is coming, but that is favored with the Daily close below 6210, which would also cross the key 2/4 trendline confirming such.Otherwise, 6340 is next THEN REVERSAL. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2509(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2509(NQmain)$ ImageProjections favored another leg down to 99K before a melt up highe
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2025-07-11
Are We Seeing A Much Probable July Rally As NASDAQ and S&P 500 Hit Record High?
It is certainly a dynamic period for the stock market, with the $NASDAQ(.IXIC)$ recently hitting record highs and the $S&P 500(.SPX)$ maintaining positive momentum. This strong performance heading into July does lead to discussions about a potential "July rally." The setup for a July rally looks increasingly compelling given the confluence of technical strength, macro tailwinds, and investor sentiment. My long-term holdings of AI stocks like Nvidia and AMD have performed well. Market Momentum Snapshot NASDAQ Composite just closed at a record 20,630.66, powered by AI giants like Nvidia, which briefly touched a $4 trillion market cap. S&P 500 climbed to 6,280.46, continuing its breakout from the Ap
TOPWith such strong technical signals, it's hard not to be optimistic about July
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2025-07-11
Dow Stock at an All-Time Low? Is This the Dip to Buy?
$Dow Chemical(DOW)$ Dow Inc. (NYSE: DOW) has been battered over the past year, with its stock price plummeting more than 50% from its 52-week high near $56 to around $28.50 today — marking one of the lowest points in the company’s history as a standalone entity since its 2019 spin-off. The stock now sports a dividend yield approaching 10%, a valuation that appears deeply discounted, and a level of investor pessimism not seen in years. For contrarian investors and income seekers alike, this dramatic selloff raises a pressing question: is now the right time to step in and buy the dip, or is the stock’s collapse an ominous signal of deeper, more structural challenges that could keep the stock under pressure for longer? In this article, we’ll analyze D
TOPSeems like a risky game, but that yield is tempting
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2025-07-11
🚀Share your strategy for making money on the market！
Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:10 July]1.Here are the 4 Tigers whose post has the best quality & interaction yesterday:@Mickey082024 @n
TOP$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. 🪙🐅 Meanwhile, my Tiger Coin Centre glows. 63,621 coins, as the balance shows. 504 days of consecutive grind, Barcode stays sharp with an algorithmic mind. These wins aren’t luck. They’re compound and skill. Strategy, stamina, and the will to thrill. Now step into macro. The tariff bomb’s here. Trump’s new letters just made trade unclear. 🇧🇷 Brazil’s hit hardest, a brutal 50% rate, while 🇲🇲 Myanmar and 🇱🇦 Laos each share the 40% fate. 🇰🇭 Cambodia and 🇹🇭 Thailand, both at 36, get clipped, and 🇧🇩 Bangladesh, 🇷🇸 Serbia face 35% tariffs equipped. It keeps going. 🇮🇩 Indonesia at 32, 🇱🇰 Sri Lanka at 30, both caught in the stew. 🇱🇾 Libya, 🇮🇶 Iraq, 🇩🇿 Algeria, 🇧🇦 Bosnia, 🇿🇦 South Africa, all taxed at 30%. No area is spared from this tariff hysteria. 🇧🇳 Brunei and 🇲🇩 Moldova at 25, with 🇯🇵 Japan, 🇰🇿 Kazakhstan, 🇲🇾 Malaysia, 🇰🇷 South Korea, 🇹🇳 Tunisia all taking the dive. 🇵🇭 Philippines rounds out the scene: 20% slapped, low but keen. Copper in the U.S. hit $5.69. It jumped 13% on the tariff line. Now way more costly than the world around, the supply chain’s shaking, just listen to the sound. The market stayed green on the heatmap glow. $TSLA surged while others moved slow. $NVDA kept wearing its $4T crown, even as geopolitics tried to drag it down. 🔔 Both the S&P 500 and Nasdaq rang the bell, closing at all-time highs while sentiment swelled. Tariffs and inflation didn’t stall a breakout path Wall Street’s clearly called. ✈️ Delta Air Lines soared 12% on the board as Q2 earnings beat and guidance was restored. United Airlines flew even higher: a 14% blast, recovering from April’s pullback fast. This resilience is fuel for macro bulls, even as tariffs tighten the rules. 🏦 Bank of America dropped this bomb with flair: “Buy-the-dip strength in tech this year? Rare.” They say 2025’s Nasdaq run outpaces the wild ‘99, a stat that’s dizzying and borderline divine. 🍎 Apple is in motion for H1 2026, stacking new iPads, a low-end iPhone, and refreshed Mac tricks. Bloomberg confirmed that supply chain buzz while the macro backdrop turns heads just because. 🇺🇸💵 The U.S. dollar is bleeding out. Down 10.7%, it’s the worst first-half rout since 1973. Per Financial Times, the greenback’s crumbling as global confidence climbs. Zoom in again. This market’s on fire. From energy to software, there’s breadth to admire. $AMD gained 4.16%, $ABBV 2.27, $AXP 2.61. Strength isn’t just confined to heaven. But note the red in names like $NFLX and $UBER. It’s still a stock picker’s game, not just a rumour. So cheers to Daily Discussion for fuelling the zone, for giving traders like me a stage to own. I rhyme with research and think in trends. Macro to micro, I track where it bends. And with every coin added, I’m just getting loud. Barcode’s the name, and I’m making the crowd proud. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Daily_Discussion @TigerPicks @TigerStars @TigerWire @TigerObserver @TigerClub @Tiger_comments
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2025-07-11
Wheeler REIT’s Resilient Rise: Unlocking Hidden Value in Retail Real Estate
Wheeler Real Estate Investment Trust (WHLR) has faced a tumultuous journey, with its stock plummeting over 99% in the past six months, yet it closed at $6.04 on July 10, 2025, reflecting a recent 2.37% uptick. Amidst high debt and losses, I take a bullish stance, arguing that WHLR’s strategic focus on grocery-anchored retail centers positions it for a resilient comeback, unlocking hidden value in a recovering real estate market. The Foundation of Resilience WHLR’s portfolio of 52 properties, primarily grocery-anchored centers, offers a stable revenue base. In 2024, total revenue reached $104.6 million, up 2.2% year-over-year, driven by tenant reimbursements and base rent increases. Operational income surged to $37.5 million from $29.4 million, showcasing improved efficiency despite economi
TOPBullish case makes sense with AI retail synergy – $6 looks undervalued for that asset base
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2025-07-11
$Direxion Daily FTSE China Bull 3X Shares(YINN)$ $Alibaba(BABA)$ $iShares China Large-Cap ETF(FXI)$ 🚨💹🇨🇳🐉 Dark Pool Dragon Wakes: $YINN’s Monster Print Signals China Bulls May Roar 🇨🇳💹🚨🐉 The second-largest $YINN trade ever just hit dark pools during regular trading hours, and it wasn’t subtle. This monster block was only eclipsed by the legendary spike-top transaction in October 2023, which preceded a blow-off move to $59.26. Today, price didn’t hesitate; it gapped up straight into resistance, punching through $38.88 like it had a mission. That’s not just random flow, that’s a power move. 🧠 Smart Money Sniffing Momentum? Let’s break this down. $YINN is a 3x levere
TOP✨📈🧠That $38.88 reclaim wasn’t just technical, it felt like intent. When a block that size prints mid-range and holds, I’m paying attention. $FXI still looks compressed on the daily, and if it uncoils, $YINN could get aggressive fast!