To The Moon

$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Applied Materials(AMAT)$ 🎯⚙️🧠 $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

$Amazon.com(AMZN)$ $CME Bitcoin - main 2507(BTCmain)$ $NVIDIA(NVDA)$ 🚀📊From Books to Blocks: Bitcoin Topples Amazon as the 5th Largest Asset on Earth🔥🪙🌍 The old guard’s shaking, Bitcoin just flipped Amazon! While equities sag under macro pressure, BTC surged to a fresh all-time high of $122,600 this morning, up 2.7% on Bitstamp. It’s now officially the 5th largest individual asset by market cap, clocking in at $2.396T, edging past Amazon, and ranked 16th across all global assets, from fiat to fossil fuels 🫡. S&P 500 Futures -0.4% 🔴 NASDAQ 100 Futures -0.4% 🔴 Euro Stoxx 50 Futures -0.6% 🔴 Bitcoin’s rise is playing out against a backdrop of escalating geop

Outlook for ASML and TSMC Amid Trump's Tariff Hike (30-35%) The semiconductor industry faces a complex landscape shaped by surging AI demand and escalating trade tensions. Here's the outlook for ASML and TSMC: 1. Strong Earnings Driven by AI Boom TSMC reported record Q2 2025 revenue of NT$933.8 billion ($31.9B), up 38.6% YoY, fueled by AI chip demand from clients like Nvidia and Apple . ASML saw a rebound in Q4 2024 earnings (€3.94B orders), though Q1 2025 orders missed estimates due to tariff uncertainty . 2. Tariff Impacts and Industry Risks Trump's 30-35% tariffs on semiconductors (expanding from earlier 25% proposals) aim to reshore manufacturing but face pushback: - Supply chain disruptions: Auto giants (Tesla, GM) and tech firms oppose higher costs . - Retaliation risks: China and AS