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4.89K
General
Surfing The Markets
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2025-07-12
As we move towards the end of this current 18.6 year cycle and completion of 50&100 year cycles, we will see a shift into new assets that will be the "new" shiny kids on the block, if you missed the lithium run, your in luck as hydrogen is the asset that has recently macro bottomed and swing reversal to the high gas commenced. PH2 is a Aussie hydrogen company that is supplying heavy vehicles as buses prime movers concrete agitators and garbage refuse heat vehicles, and end to end hydrogen production units to support these vehicles. The company has recently signed a number of major contracts for supply and delivery overseas to a number of countries and sits as a world leader in this new energy class as the rotation out of EV vehicles into the more sustainable and cleaner hydrogen sector
As we move towards the end of this current 18.6 year cycle and completion of 50&100 year cycles, we will see a shift into new assets that will be t...
TOPJustinCooper: Exciting journey
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Lanceljx
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2025-07-12
The launch of Grok-4 under xAI, and its impending integration into Tesla vehicles, is a strategically significant development—not only for Tesla's future as an AI-native company, but also for Elon Musk’s broader vision of AI-centric ecosystems. Let us examine the implications across technical, strategic, and market dimensions. --- 1. Is Grok-4 the "AI Weapon" for Tesla? In part, yes—but with caveats. Grok-4 may serve as Tesla’s proprietary AI interface, giving it a competitive edge in: In-car conversational AI: Enhancing infotainment, navigation, and driver support. Personalized driving experience: Natural language processing for vehicle commands, trip planning, even proactive system alerts. Data loop enrichment: More intuitive feedback from users, which can feed Tesla’s neural nets for Fu
The launch of Grok-4 under xAI, and its impending integration into Tesla vehicles, is a strategically significant development—not only for Tesla's ...
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orsiri
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2025-07-12

Palantir’s Parabola: Strategic Patience Amid Hype and Hypergrowth

AI prophet or overpriced promise? Sorting substance from sizzle in PLTR's climb. From Black Ops to Billion-Dollar Deals: Is Palantir’s Edge Durable or Disappearing? Yes, I hold Palantir. No, I didn’t YOLO into $140 calls. And yes—I expect a pullback. But I’m aware that in the world of transformational tech, “waiting for a better entry” is often code for missing the boat entirely. Hype swirls fast—stay grounded in the signal, not noise The stock has gone vertical, up 88% year-to-date and over 400% in the past 12 months. Its market cap now exceeds $335 billion, a number that screams mega-cap maturity, even as the business behaves like a moonshot. But this is no meme stock—it’s been bolstered by real growth. Quarterly revenue is up 39.3% year-on-year, and earnings have doubled, rising 102.8%
Palantir’s Parabola: Strategic Patience Amid Hype and Hypergrowth
TOPVenus Reade: SNOW is unprofitable. Most recent quarterly loss report showed SNOW losses expanded to $430 million dollars compared to $317 million losses last year same quarter. Unlike other profitable companies, SNOW actually does not have the fundamental for stock buyback.
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MHh
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2025-07-12
I think these companies shifting towards ETH and SOL is a smart move. When bitcoin rises, the other cryptocurrencies should also rise along. I believe this is just a matter of time and the value of these companies and their stock will rise along. I think this is just a strategy by these companies to increase their worth. As a retail investor, I prefer MSTR and COIN as these are closer to investing in cryptocurrency than those companies. These companies have other businesses not directly related to cryptocurrency unless they allow the use of cryptocurrency as a form of payment. I would prefer to invest in companies with sound business model whose assets would not be subjected to the volatility of cryptocurrency. I would love to see ETFs for cryptocurrency to allow retail investors to invest
I think these companies shifting towards ETH and SOL is a smart move. When bitcoin rises, the other cryptocurrencies should also rise along. I beli...
TOPBernardGilbert: Interesting perspective
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Mrzorro
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2025-07-12
Amazon Options Volume Jump After Morgan Stanley Raised Price Target $Amazon.com(AMZN)$  's options volume jumped Friday after Morgan Stanley raised its price target on the stock, boosting the investment appeal of contracts that give their holders the right to buy the shares at a specified price.  More than 607,000 call options changed hands as of 3:03 p.m. in New York. That's much higher than the 20-day average volume of 397,831 contracts, according to data compiled by Bloomberg. Including put options, total trading reached 782,390 contracts, compared with the average of 567,967.  Shares of the e-commerce giant that's also the dominant player in cloud services advanced 1.6% to $225.79 Friday. The stock
Amazon Options Volume Jump After Morgan Stanley Raised Price Target $Amazon.com(AMZN)$ 's options volume jumped Friday after Morgan Stanley raised ...
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1.11K
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ToNi
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2025-07-12
Bullish Outlook on Macro Perspective The Q2 2025 earnings season for the six major U.S. banks—Citi, JPMorgan, Wells Fargo, Goldman Sachs, Bank of America (BAC), and Morgan Stanley—presents a unique opportunity to assess whether the financial sector can sustain its remarkable rally, with bank stocks having soared in 2025 amid a shifting economic landscape. While initial Q2 earnings estimates were cut earlier this year, reflecting concerns over tariff impacts and economic uncertainty following the Trump administration’s policy shifts, this adjustment could paradoxically set the stage for these banks to outperform expectations. Historical data from Q1 2025, where all six banks beat consensus earnings despite tariff-related headwinds, suggests a pattern of resilience that could carry into Q2.
Bullish Outlook on Macro Perspective The Q2 2025 earnings season for the six major U.S. banks—Citi, JPMorgan, Wells Fargo, Goldman Sachs, Bank of A...
TOPglimzy: It's fascinating to see how the banks are adapting amidst challenges.
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WeChats
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2025-07-12
🏦 25 Q2 Earnings Season: 6 Big Banks Test — Can They Sustain High Prices? Q1 was a victory lap for America’s biggest banks. Despite high rates, geopolitical headlines, and talk of an earnings recession, giants like JPMorgan, Goldman Sachs, and Wells Fargo came out swinging. 📈 Their surprise strength reaffirmed just how resilient the banking sector can be — when the setup is right. But heading into Q2, expectations have shifted. 🧭 Analysts have slashed earnings estimates across the board, setting a low bar — just in time for reports to roll in this week. So the question is: Can the big banks keep outperforming, or is this rally running on fumes? Let’s dive into the data, the dynamics, and which tickers deserve your watchlist attention. 👇 💰 Q2 Cuts = Earnings Beats? Call it a tactical reset.
🏦 25 Q2 Earnings Season: 6 Big Banks Test — Can They Sustain High Prices? Q1 was a victory lap for America’s biggest banks. Despite high rates, geo...
TOPBerthaAntoinette: Lower expectations might lead to earnings surprises—definitely worth keeping an eye on WFC and GS
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1.47K
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WeChats
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2025-07-12
🤖 Grok-4 Sparks Tesla Surge: Is AI Tesla’s Secret Weapon? $Tesla Motors(TSLA)$   just ripped higher — up 4.7% in a day — not because of cars, factories, or earnings. The catalyst? Grok-4, a next-generation AI model launched by xAI, Elon Musk’s independent artificial intelligence company. It’s not the first time AI has caused a stock to pop — but when Tesla’s founder is behind both the AI and the EV company, the market pays attention. Could this be the beginning of Tesla’s AI re-rating? Or is it just another round of Musk-fueled excitement? 🧠 What Exactly Is Grok-4? In simple terms, Grok-4 is a large language model (LLM) — like ChatGPT or Gemini — but built from the ground up by Musk’s AI venture, xAI. Musk claims it’s capable of “su
🤖 Grok-4 Sparks Tesla Surge: Is AI Tesla’s Secret Weapon? $Tesla Motors(TSLA)$ just ripped higher — up 4.7% in a day — not because of cars, factori...
TOPNathanEsther: This could be a game changer for Tesla. If Grok-4 delivers, it might just redefine the industry.
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KYHBKO
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2025-07-12

Is TSMC a good addition to portfolio - preview of the week (14Jul25)

Public Holidays There are no public holidays in China, Singapore, America or Hong Kong. Economic Calendar (14Jul25) Economic Outlook (with help from Grok) The most watched news should be the CPI (inflation) and PPI (inflation hitting producers). This would have some implications for how the Federal Reserve approaches the coming interest rate decision. CPI forecasts (Core at 0.3% MoM, YoY at 2.4%) indicate a warming inflation environment. If actual data aligns or undershoots, it could reduce expectations of Fed rate hikes, supporting risk assets. A modest PPI increase (0.2%) suggests producer price pressures, reinforcing a growing inflation outlook. Weak retail sales forecasts (Core at 0.3%, overall at 0.0%) point to sluggish consumer spending, which could signal a broader economic slowdown
Is TSMC a good addition to portfolio - preview of the week (14Jul25)
TOPMortimer Arthur: Rocket takeoff in 2days .. 250 should be in the books !!
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KYHBKO
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2025-07-12

CPI, GDP China & PPI - Economic Calendar (14Jul25)

Public Holidays There are no public holidays in China, Singapore, America or Hong Kong. Economic Calendar (14Jul25) Economic Outlook (with help from Grok) The most watched news should be the CPI (inflation) and PPI (inflation hitting producers). This would have some implications for how the Federal Reserve approaches the coming interest rate decision. CPI forecasts (Core at 0.3% MoM, YoY at 2.4%) indicate a warming inflation environment. If actual data aligns or undershoots, it could reduce expectations of Fed rate hikes, supporting risk assets. A modest PPI increase (0.2%) suggests producer price pressures, reinforcing a growing inflation outlook. Weak retail sales forecasts (Core at 0.3%, overall at 0.0%) point to sluggish consumer spending, which could signal a broader economic slowdown
CPI, GDP China & PPI - Economic Calendar (14Jul25)
TOPNinaEmmie: Your analysis of the economic calendar is spot on.
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4.70K
Selection
KYHBKO
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2025-07-12

Is TSMC a good addition? - Earnings Calendar (14Jul25)

Earnings Calendar (14Jul25) Q2/2025 earnings start strong this week. There are notable banking earnings that include JP Morgan, Citi, Wells Fargo, BlackRock, State Street, Morgan Stanley, Bank of America, American Express and Goldman Sachs. The other earnings of interest are United, TSMC, Netflix, Pepsico, Abbott and Johnson & Johnson. Let us look into the recent performance of TSMC For TSMC, the analysts’ sentiment is recommending a “Strong Buy”. With a price target of $232.43, this suggests an upside of 0.88%. For technical analysis, the recommendation is also a “Strong Buy”. The stock price has gained 24.4% from a year ago. Observations: The revenue of the business grew from $25.7 billion in 2015 to $88.8 billion in 2024. The gross profit of the business grew from $12.5 billion
Is TSMC a good addition? - Earnings Calendar (14Jul25)
TOPRalphWood: TSMC seems promising, especially with its strong fundamentals.
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1.07K
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KYHBKO
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2025-07-12

What is the outlook of S&P 500 (14Jul25) - what 20+ indicators tell us

Market Outlook of S&P500 (14Jul25) Technical observations: MACD - a top crossover should be completed over the coming days, and this implies a potential reversal is coming. Exponential Moving Averages (EMA) lines are showing an uptrend. Both the 50 MA line and the 200 MA line are showing an uptrend. This speaks of a bullish outlook for both the short and long term. A golden cross is completed. This is typically a bullish signal when backed with strong volume. The CMF is positive at 0.23, indicating more buying pressure over the past 20 periods. From the technical analysis, we are seeing a “Strong Buy” rating with the daily interval. There are 20 indicators with a “Buy” rating and none showing a “Sell” rating. Now, let us look at the candlestick patterns. Outlook and Implications for th
What is the outlook of S&P 500 (14Jul25) - what 20+ indicators tell us
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4.86K
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KYHBKO
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2025-07-12

Layoffs, Margin call & institutional investors - My investing muse (14Jul25)

My Investing Muse (14Jul25) Layoffs & Closure news Intel layoffs 2025: Thousands of jobs cut as chipmaker begins restructuring – Oregon Live Dow to close three European chemical plants, cut 800 jobs | Reuters There have been 371 corporate bankruptcies year-to-date, the most in 15 YEARS. Among sectors, Industrials and Consumer Discretionary have been the most hit with 58 and 49 filings, respectively. Bankruptcies are at recession levels. – X user Global Markets Investor The US job numbers will likely be REVISED DOWN by nearly 800,000 for the 9 months ending December 2024, according to QCEW data. This means non-farm payrolls were OVERSTATED by ~88,888 jobs each month during this period. – X user Global Markets Investor Job postings on Indeed dropped to their lowest since February 2021. T
Layoffs, Margin call & institutional investors - My investing muse (14Jul25)
TOPRainy777: Bearish views are not popular but your reasoning is sound. The only area I disagree on is tariffs showing up in inflation, as they may also show up in reduced profitability if not passed on.
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Xaddy_Analyst
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2025-07-13

Trump’s Tariff Tempest: Will Markets Swallow the 30% EU Hit?

Trump’s back at it, swinging the tariff hammer with a vengeance. On July 12, he unleashed a 30% tariff on imports from Mexico and the European Union, hot on the heels of a 35% levy slapped on Canada the day before. Set to ignite on August 1, this new round of trade warfare has everyone buzzing: will markets keep sipping the Kool-Aid, or are we staring down a reckoning? With the “Taco Trade” hanging in the balance, let’s unpack the chaos and see if this tariff storm will sink stocks or just stir the pot. The Tariff Barrage: What’s Cooking? Trump’s latest salvo—30% on the EU and Mexico, 35% on Canada—is a full-on assault on America’s trade giants. The EU alone sent $576 billion in goods to the U.S. last year, while Mexico chipped in $421 billion. Throw Canada’s $400 billion into the mix, and
Trump’s Tariff Tempest: Will Markets Swallow the 30% EU Hit?
TOPAfraSimon: Wow! This is a wild ride ahead! [Surprised]
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4.59K
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Xaddy_Analyst
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2025-07-13

ASML & TSMC Earnings: AI Boom Fuels Record Highs—Can They Keep It Up?

$ASML Holding NV(ASML)$ ASML and TSMC $Taiwan Semiconductor Manufacturing(TSM)$ , titans of the semiconductor world, are dropping their earnings reports this week—Wednesday for ASML and Thursday for TSMC. These releases come at a pivotal moment as the semiconductor sector rides a wave of gains, fueled by the AI-driven data center boom. TSMC crushed it in Q1, while ASML stumbled with an earnings miss that sent its stock tumbling. With TSMC’s June sales soaring 39% year-over-year and the sector buzzing, the big questions loom: Can these earnings propel the rally further? Is the AI boom still roaring? And should you bet big on TSMC’s next beat? Let’s dive in. TSMC: Riding the AI Wave TSMC’s June sales surged
ASML & TSMC Earnings: AI Boom Fuels Record Highs—Can They Keep It Up?
TOPMerle Ted: TSM has a mega plant in Arizona that is insane, and they only keep growing. I think they will be fully exempt from tariffs cuz of their continued future growth in the U.S..
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Barcode
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2025-07-13
$IBITX Software Inc.(IBXS)$ $iShares Ethereum Trust ETF(ETHA)$ $Coinbase Global, Inc.(COIN)$ Bitcoin is pressing beneath $120K with RSI(6) at 78.9 and MACD climbing steadily. The AO cycle model just triggered its fourth historical bull run signal, matching setups seen in 2013, 2017, and 2021. Price structure is intact, momentum is expanding, and institutional alignment is stronger than ever. Ethereum reclaimed all major weekly MAs at $2,916, with RSI rising and MACD printing green for a sixth week in a row. SBET holds 198K ETH and completed a 10K OTC deal with the Ethereum Foundation. BTBT sold BTC to accumulate over 100K ETH. BTCT launched an ETH reserve, and DF
$IBITX Software Inc.(IBXS)$ $iShares Ethereum Trust ETF(ETHA)$ $Coinbase Global, Inc.(COIN)$ Bitcoin is pressing beneath $120K with RSI(6) at 78.9 ...
TOPTui Jude: 💫📊⚡I really appreciate the balance here. It’s not either MSTR or ETH, it’s the capital rotation that matters. $IBIT’s flow surge this month says the market’s waking up to that. Smart post BC!
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Barcode
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2025-07-13
$Tesla Motors(TSLA)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ ⚡🚘 Tesla’s Grand Bet on Grok 4: The $1T Asymmetry of AI, Autonomy, and Industrial Intelligence 🚘⚡ 🚀 Tesla ended the week at a ~$1T market cap, briefly reclaiming its status as a trillion-dollar titan. For most firms, this is the summit. For Tesla, it’s a launchpad! 🚀 The market is pivoting toward transformative growth, and Tesla’s narrative transcends automobiles. This isn’t a car company chasing earnings; it’s a public laboratory for convergence. Autonomy, robotics, and energy aren’t just business lines; they’re the framework for a new industrial paradigm. Enter the Asymmetric Vision Premium:
$Tesla Motors(TSLA)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ ⚡🚘 Tesla’s Grand Bet on Grok 4: The $1T Asymmetry of AI, Autonomy, and Indus...
TOPHen Solo: Brilliant way of tying Grok’s rollout hiccups into brand risk. I’ve been thinking a lot about alignment too, especially when it’s tied to hardware that moves. You’ve nailed why $TSLA’s market cap feels less about cars and more about control over emerging systems. The $1T thesis actually feels conservative if even half of this plays out.
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Barcode
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2025-07-13
$Unity Software Inc.(U)$ $AppLovin Corporation(APP)$ $Palantir Technologies Inc.(PLTR)$ 🎯 Unity: From Gaming Engine to Market Ignition Most traders still think Unity is a gaming stock. That’s why they’re missing what this actually is, an AI-era infrastructure pivot hidden inside a misunderstood chart. And just like Palantir in 2023, Unity is being priced off the past while positioning itself for an entirely different future. 🐋 The whales see it. 📊 The volume confirms it. 📈 The chart is already shouting it. 📉 Insiders Sell. Whales Write Floor. Institutions Stack. On 10Jul25, a whale stepped in and sold 1,000 contracts of $30 puts expiring 18Jun26, for $715K in collect
$Unity Software Inc.(U)$ $AppLovin Corporation(APP)$ $Palantir Technologies Inc.(PLTR)$ 🎯 Unity: From Gaming Engine to Market Ignition Most traders...
TOPHen Solo: What stood out most to me was the IV30 and skew detail—it’s such a strong tell that traders are pricing directional risk. If that $30 floor holds, you’re right, this won’t just be a bounce. It’ll be a paradigm shift. Watching $U closely now. So many on my watchlist 🤭
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Barcode
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2025-07-13
$iShares Bitcoin Trust ETF(IBIT)$ $Strategy(MSTR)$ $CME Bitcoin - main 2507(BTCmain)$ 🧠 Bitcoin: When Money Gets Harder Than Work 💼🪙 It now takes 4,114 hours of full-time work at the average U.S. wage to afford 1 $BTC. That’s 514 working days, nearly 1 year and 10 months. And globally? 🇳🇿 6,053 hours or 757 working days in New Zealand 🇦🇺 5,090 hours or 636 working days in Australia 🇸🇬 4,746 hours or 593 working days in Singapore When one asset absorbs multiple years of labour across advanced economies, it’s no longer just appreciating; it’s redefining value itself. But with the price of 1 $BTC now at $117,452, most investors are no longer buying coins. They’
$iShares Bitcoin Trust ETF(IBIT)$ $Strategy(MSTR)$ $CME Bitcoin - main 2507(BTCmain)$ 🧠 Bitcoin: When Money Gets Harder Than Work 💼🪙 It now takes 4...
TOPHen Solo: It’s the sheer volume behind $IBIT that’s blowing my mind. $5B on a single day? That’s not speculative energy, that’s allocation. Makes me wonder how long $GBTC and $FBTC can hold relevance.
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Mrzorro
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2025-07-13
High Yield Meets Growth: What Investors Should Know About NTT DC REIT's IPO? Investors looking for attractive income opportunities on the Singapore Exchange (SGX) should note the upcoming debut of $NTT DC REIT USD(NTDU.SI)$  .  Backed by Japan's Nippon Telegraph and Telephone (NTT) Group, this pure-play data-centre REIT is raising approximately US$773 million (S$988 million) and is set to commence trading on 14 July 2025 with a projected annualised distribution yield of 7.5%. This marks the largest S-REIT IPO on SGX in over a decade, combining a standout starting yield with clear growth drivers. Why This IPO Has Captured Market Attention The public offer for NTT DC REIT ran from July 7 to July 10, with a total fundraising target of ap
High Yield Meets Growth: What Investors Should Know About NTT DC REIT's IPO? Investors looking for attractive income opportunities on the Singapore...
TOPextractoi: Exciting times ahead for investors! [Wow]
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