To The Moon

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

$ASML Holding NV(ASML)$ 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

$IBITX Software Inc.(IBXS)$ $iShares Ethereum Trust ETF(ETHA)$ $Coinbase Global, Inc.(COIN)$ 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

$Tesla Motors(TSLA)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ ⚡🚘 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:

$Unity Software Inc.(U)$ $AppLovin Corporation(APP)$ $Palantir Technologies Inc.(PLTR)$ 🎯 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

$iShares Bitcoin Trust ETF(IBIT)$ $Strategy(MSTR)$ $CME Bitcoin - main 2507(BTCmain)$ 🧠 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’

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

$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Applied Materials(AMAT)$ 🎯⚙️🧠 $ASML: The Chokepoint of AI, Where the Next Decade Begins 🧠⚙️🎯 I’m not here to hype another chip name. I’m focused on the machine behind the machines. ASML isn’t just part of the AI revolution, it’s the choke point, controlling the tools every advanced chip needs to be born! Earnings drop Wednesday, 17Jul25 BMO, in a week that could reshape tech sentiment. CPI hits Tuesday, PPI lands Wednesday, the Fed enters blackout Friday, and $NFLX and $TSMC headline earnings. I’m not chasing AI fluff, I’m positioning upstream. 📡 What ASML Actually Does ASML builds the world’s most

1. Are the Cuts in Q2 Estimates Offering Chances for Earnings Beats? Yes, they potentially are. At the beginning of Q2, analysts trimmed earnings forecasts for many sectors—including financials—due to macroeconomic uncertainty (e.g. slower loan growth, consumer delinquencies, and continued pressure on net interest margins). However, lowered expectations increase the likelihood of earnings beats, especially if: Trading revenues from volatile markets (AI, tech rotation, rate cuts) were strong. Investment banking activity picked up, especially in equity capital markets and M&A. Credit quality remained stable despite consumer headwinds. Banks that show resilience in fee-based businesses and trading will be better positioned to outperform these cautious expectations. --- 2. Can Big Banks Be

The Q2 2025 earnings season is officially underway, and all eyes are on the heavyweights of Wall Street — the big banks. JPMorgan, Bank of America, Citi, Goldman Sachs, Morgan Stanley, and Wells Fargo are all set to report this week. With their stock prices sitting near multi-year or all-time highs, the big question is: can they deliver enough to justify the rally? Why Expectations Are Sky-High Strong Q1 Momentum: Most banks posted impressive Q1 earnings, fueled by higher interest income and resilient trading desks. That set the tone for bullish expectations in Q2. Resilient Economy: Despite lingering inflation concerns, the U.S. economy remains solid. Loan demand, credit card spending, and low unemployment continue to support the banks’ consumer and commercial segments. Rate Tailwinds: El

🟩 📊 Wondering if OUE REIT is a buy, sell, or hold? Join Iggy from the Investing Iguana as he dives into this balanced financial analysis, packed with insights to help Singaporean investors make smarter decisions. From uncovering 3 strong reasons to invest—like premium Singapore assets and a 6.9% dividend yield—to shedding light on 3 critical red flags, including growth concerns and hospitality sector risks, this video is your go-to guide for informed investment decisions. 📈 Whether you're assessing your CPF portfolio or planning your next move, this breakdown offers practical takeaways and strategic advice. Should you buy, sell, or hold? Iggy’s verdict: Hold—if you’re in for the long haul and can stomach short-term market volatility. Investing is a long-term game. Be patient, disciplined,

$NVIDIA(NVDA)$ $Broadcom(AVGO)$ $SUPER MICRO COMPUTER INC(SMCI)$ 🚀💰🌍 Nvidia’s New Era: Reshaping the Global Economy 🌍💰🚀 Nvidia has shattered the $4T milestone, a historic first for any company. Jensen Huang’s silicon empire hasn’t just edged past other tech giants, it has sprinted into a league of its own, fuelled by the AI revolution it architected. In a stunning display of financial power, Nvidia’s market cap has eclipsed the entire GDPs of 🇯🇵 Japan, 🇩🇪 Germany, and 🇮🇳 India. It now towers above 189 of the world’s 194 economies. This isn’t just a bull run. It’s a fundamental repricing of technological dominance in the AI age. 📈 A Technically Perfect Ascent From

🟩 🦖 Ready to take your Singapore REITs investment game to the next level in 2025? Join Iggy, aka The Investing Iguana, as he breaks down **7 insights to master Singapore REITs in 2025** with a sharp mix of humor, financial analysis, and actionable strategies. Packed with insights, this video sheds light on why stock-picking matters more than ever and the hidden opportunities most investors miss. 📊 Whether you're wondering if now's the time to buy or wait, Iggy dives into the current state of Singapore REITs, trading at a 24% discount, and reveals the key to identifying winners. From avoiding the dividend yield trap to understanding institutional money flows, this guide is your ultimate roadmap to smart investment decisions. You'll also discover why interest rates aren’t the main story anym

🚀 ASML & TSMC Earnings: New High Looming, Justify AI Boom?  ASML $ASML Holding NV(ASML)$  and TSMC just dropped their Q2 earnings—and it’s not just about chips anymore, it’s about defining the next phase of the AI supercycle.  After a mixed Q1 (TSMC surprised to the upside while ASML stumbled), the stakes were sky-high heading into this week. The question on every investor’s mind: does the data justify the surge in semiconductor valuations, or are we chasing a mirage in the AI heat? 📈 TSMC’s Sales Surprise Let’s start with the standout.  $TSM reported a 39% YoY jump in June sales—blowing past expectations and signaling that the AI compute wave is accelerating, not slowing. The big driver? H100 chip demand and hyperscal

I am excited to see the Q2 earnings season kicking off in earnest this week, especially with the spotlight on the big banks. The lineup includes Citi $Citigroup(C)$  , JPMorgan, Wells Fargo $Wells Fargo(WFC)$  , Goldman Sachs, BAC $Bank of America(BAC)$  , and Morgan Stanley, all set to release their earnings next week. It is a critical moment to gauge their performance, and I am looking forward to seeing how they navigate the current financial landscape. Reflecting on Q1, I recall how the major banks delivered strong earnings and set a positive tone for the sea

I am absolutely thrilled to see Bitcoin's price surge past $119,000, marking a new all-time high. The crazy rally has me on the edge of my seat, and I am convinced this is just the beginning of something massive. With the current momentum, I am eagerly watching to see if $120,000 is merely a stop or the next launchpad for even greater heights. I am excited by the growing trend of companies adding cryptocurrencies like Bitcoin, Ethereum, and Solana to their reserves. This corporate and institutional buying acceleration is a game-changer in my view. I believe it signals strong confidence in the crypto market, and I am optimistic that this influx of investment will fuel Bitcoin's path to new all-time highs at an even faster pace. As someone very bullish on this Bitcoin rally, I see the curren