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2025-07-22
What Will A Crack In Amazon's Cloud Dominance Mean For Google?
If $Amazon.com(AMZN)$ were to lose its grip on cloud dominance, it could be a strategic windfall for Google Cloud—though not without caveats. A crack in Amazon Web Services (AWS)'s cloud dominance would have significant implications for $Alphabet(GOOGL)$ Google Cloud (GCP), largely to its benefit. In this article I would like to share the implications and also opportunities that might arise for us to take advantage if that happen. Strategic Implications for Google Cloud If that happen, there are some strategic implications for Google Cloud that cannot be ignored. Market Share Expansion: AWS currently holds ~32% of the global cloud market, while Google Cloud sits around 10%. A weakening AWS could allow Go
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2025-07-22
This week US Market's new Highs amid Tariff threats !
Week In Review. As we look into the new week of July 21 - 25, 2025 a recap of last week is necessary, to assess whether there will be continuity into this week. On Fri, 18 Jul 2025 US trading session was notably subdued as markets digested: (see below) “Strong” corporate earnings. Monitored political and tariff developments. Took a breather after a string of record closes. For the week: DJIA: -0.01% (-3.96 to 44,342.19). S&P 500: +0.67% (+41.64 to 6,296.79). Nasdaq: +1.47% (+303.09 to 20,895.66). Equities and bonds posted only slight moves, US dollar softened and commodity prices were little changed. Headlines news and economic data releases earlier in the week continued to support “optimism” for the US economy. However, Friday itself brought little market-moving news, resulting in lig
TOPDIMCO: You've highlighted an important point about the ongoing trade tensions.
743
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2025-07-22
Progress For Tesla's AI & Robotaxi To Watch For Tesla (TSLA) Earnings
$Tesla Motors(TSLA)$ is scheduled to release its Q2 2025 earnings after market close on Wednesday, July 23, 2025. Current analyst consensus suggests a challenging quarter for Tesla. Revenue: Expected to be around $22.8 billion, representing an approximately 11% decline year-over-year from Q2 2024. This is a continuation of the trend seen in Q1 2025, where revenue also declined. Adjusted EPS (Earnings Per Share): Consensus is around $0.43, a significant drop from $0.52 in Q2 2024 and $0.27 in Q1 2025. This would mark one of Tesla's weakest earnings per share in years. Tesla (TSLA) Fiscal Q1 2025 Earnings: A Summary and Key Lessons from Guidance Tesla's first fiscal quarter of 2025, ending March 31, 2025, presented a mixed financial picture, with si
TOPTesla Semi factory environmental space finished! Tooling, line, 500 a month by end of 2025 ramping to 4,000 a month by summer of 2026.
894
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2025-07-22
$Grab Holdings(GRAB)$ $Uber(UBER)$ $Sea Ltd(SE)$ 🦾 I’m up 6.58% on $GRAB and not letting go. Caught the dip at $5.04, now it’s curling up, hugging EMAs, RSI just bounced, volume’s coming back. $5.18 held like a boss and $5.64’s on deck. All props to @Barcode BC for putting me onto this. Saw the setup early. I checked the flows, lined it up, hit buy. Straight up. This isn’t just a bounce play either. Maybank, the biggest bank in Malaysia, just said Grab Financial’s ripping: 79% YoY, 25% QoQ. That’s not light. They’re saying it’s from undercutting everyone else. Cheaper pricing, more users, market share climbing
TOPSolid entry at $5.04, holding for breakout potential
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2025-07-21
Stocks to Watch on July 21, 2025: Navigating Trade Tensions and Earnings Season
The stock market on July 21, 2025, is buzzing with activity as investors navigate a complex landscape of trade policy developments, robust corporate earnings, and mixed economic signals. The S&P 500 and Nasdaq have been hitting record highs, driven by strong performances in the tech sector, while trade uncertainties, such as proposed tariffs on Canada and other countries, introduce volatility. In this comprehensive analysis, we highlight the key stocks to watch, identify trading opportunities, and outline a strategic trading plan for the day. Market Overview Recent market activity indicates a bullish trend tempered by volatility. On July 17, 2025, the S&P 500 gained 0.54% to close at a record 6,297.36, marking its ninth record close of the year, while the Nasdaq Composite advanced
TOPWhat an insightful analysis! Love it! [Heart]
934
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2025-07-22
Priced For Perfection
In late 2021, Bitcoin and Ethereum were trading at all-time highs, and investors didn’t have a care in the world. Valuations were crazy by any objective metric, and inflation had begun, but no one seemed to care in 2021.Cryptocurrencies were the poster of this moment, hitting highs in November 2021. A year later, values had dropped by 75% as the market transitioned from greed to fear.The vibe of the market feels similar today as it was in 2021. No-revenue companies are soaring, valuations of the most talked-about stocks are sky high, and people are posting their leveraged trading wins of millions of dollars online. Bitcoin is also at all-time highs again, and Ethereum is getting close, which is always a good indicator of where greed is.I’m using crypto as an example, but the entire market
881
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2025-07-22
AI Bubble vs Dot-Com Bubble
I don’t want to be crippled by valuations, but I do want to be aware of where valuations are for the market, because if companies don’t live up to expectations, we could see a big drawdown again. And that’s where the current valuations and economic backdrop deserve some scrutiny.What I’m seeing is assets priced for perfection. And we aren’t likely to get perfection in results.Valuations MatterYou can see below that the S&P 500 $S&P 500(.SPX)$ is trading near multiples not seen in non-recessionary periods since 1998. And that was in the middle of the dot-com bubble.The Nasdaq 100 $NASDAQ 100(NDX)$ has even surpassed the peak P/E multiples of the great financial crisis and COVID.Yahoo! Finance even w
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2025-07-22
GoldNuggets — Gold Price Puzzle
Global Gold CoilingThe Global Gold Price Index is coiling into a short-term symmetrical triangle; the trouble is this is a non-biased pattern, i.e. it could easily resolve to the upside or serve as a turning point (down; if it breaks lower). Key is to watch for a breakout one way or the other. Meanwhile the US$ gold price continues to pressure overhead resistance; forming what looks more like an ascending triangle (bullish continuation pattern). $Gold - main 2508(GCmain)$ Topping Pattern?On the bearish, or at least peaking, side of things Willem Middelkoop ponders out loud on X with this chart: “Gold Topping Pattern?“ It’s a question on many people’s minds after such a strong run…Still Further to go?But then here’s a bullish perspective: “we h
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2025-07-22
BMNR (ADR 46%) - Pennant Pattern within 10 and 20-MA
$BitMine Immersion Technologies Inc.(BMNR)$ Incredible surge in ADR from 30th June +700% move with 110mil share vol traded. avg dollar vol exceeds $400mil now. Move may already be over but what caught my attention is how the price is compressing above the rising 20-MA, while 10-MA pinches in. An execution like this will require RVOL exceeding 100% post 15mins to consider validation of breakout.Bitmine Immersion Technologies, Inc. is a blockchain technology company, which engages in industrial scale digital asset mining, equipment sales, and hosting operations. It operates through the Cryptocurrency Mining Industry segment.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
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2025-07-22
The High-Stakes ETH Gamble: What SBET and Its Investors Are Betting On in a Ponzi-Like Treasury Play
In the volatile world of cryptocurrency-tied equities, SharpLink Gaming ( $SharpLink Gaming(SBET)$ ) has emerged as a lightning rod for speculation, drawing parallels to MicroStrategy's ( $Strategy(MSTR)$ ) Bitcoin playbook but with Ethereum (ETH) as the star asset. From aggressive ETH accumulation to massive stock issuances, SBET's strategy embodies a high-wire act where everyone involved—company executives, institutional backers, and retail investors—is placing enormous bets. But what exactly are they wagering on? And in this setup, which bears hallmarks of a Ponzi-like scheme reliant on continuous inflows to sustain value, what critical factors must ordinary investors grasp before diving in? Drawing fr
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2025-07-22
Frasers Group's REITs Comparison @ 16 July 2025
$Frasers HTrust(ACV.SI)$ $Frasers Cpt Tr(J69U.SI)$ $Frasers L&C Tr(BUOU.SI)$ Below is a comparison using the latest data from comparison tables on S-REITs Comparison page. The most favorable figures are marked in blue and given a +1 score, while the least favorable are in red with a -1 score. The highest score in each category determines the winner. Note that this is a simple comparison without weightage assigned to each figure and this may not be an apple-to-apple comparison as each focuses on a different sector or a different geographical location. Fundamental Overview, Rela
TOPThis comparative analysis is super helpful
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2025-07-22
Daily Hot Stock Charts - NDX, TSLA & AAPL
1. $NASDAQ 100(NDX)$ Nasdaq 100 (100 largest companies in Nasdaq excluding financials) have gone 61 consecutive days without closing below the 20-day moving average, the longest streak since 1999 🚨🚨🚨Image2. $Tesla Motors(TSLA)$ Never marry your bags. I'd love a lower entry to buy back, if it doesn't come I move on. Still at some resistance, not a place I'd bid. You are either already in by now or waiting. If you are a long term investor why are you even checking charts?Image3. $Apple(AAPL)$ Apple is the only Mag 7 stock currently trading below its 200 Day moving average 📉🍎Image4. $NASDAQ 100(NDX)$ The Average Tech Stock ex
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2025-07-22
Daily Hot Stock Charts - UNH, GOOG, HOOD, COIN & NFLX
1. $UnitedHealth(UNH)$ UnitedHealth has plunged almost 55% since its high on November 11 🚨 That's a total market cap loss of $315 Billion 👀📉Image2. $Alphabet(GOOGL)$ Potential Head & Shoulders Pattern forming for Alphabet Image3. $Robinhood(HOOD)$ Robinhood going parabolic here.. 10 of the last 11 weeks have been green 📈📈Image4. $Coinbase Global, Inc.(COIN)$ Congrats to Coinbase IPO Investors 🚨 You are now in the green after more than 4 years 🥳🫂📈Image5. $Netflix(NFLX)$ If you invested $10,000 in Netflix when it IPO'd back in May 2002, that investment would be worth $11.2 mil
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2025-07-22
Daily Hot Stock Charts - MRK, INTC & TSLA
1. $Merck(MRK)$ Trading at a major discount and sitting inside the smart money zone.Watching for support between $79–$77.50.This one may take time, but I think a move to $100 over the next 3–6 months is on the table.Image2. $Intel(INTC)$ Finding a solid base with early buying pressure on the BX.Structure is still bearish so I’m not trading it personally, but many asked for a review.If I were buying here, I’d target $35–$40 by Feb/March.Image3. $Tesla Motors(TSLA)$ TSLA rejected inside the bearish smart money zone 👀As expected, the squeeze continues. Likely no resolution until after earnings.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today
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2025-07-22
AMD, OKLO and MSTR Will Surge Upward
1. $Advanced Micro Devices(AMD)$ Up 60% since our smart money zone call. Still holding some, but trimmed.$200 target remains by year-end.Not a buy here.Most likely? Rejection at $160 → pullback to $125–130 → then breakout to $200 into Jan 2026.Patience is key.Image2. $Oklo Inc.(OKLO)$ Up 200% since tagging the institutional buy zone — and BX is still showing strength.But this is a hold, not a buy.If you’re getting in now, you’re paying full price. Let it come to you.Image3. $Strategy(MSTR)$ After a 20% rally, we’re seeing a healthy cool-off. Structure still looks strong and BX is holding green.Worst case: pullback to $410–$400Target still: $500+ if strength holds
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2025-07-22
NCLH, MSTR, and SG Show Strong Bullish Trends
1. $Norwegian Cruise Line(NCLH)$ Daily BX flipped 🔴 today, so our Daily BX Fund closed for a 19% gain. 🚀Main Fund is still holding. Weekly BX is expanding 📈Short-term pullback or chop is possible, but I still see $26–$28 as realistic targets in the coming weeks.Image2. $Strategy(MSTR)$ After a 20% rally, we’re seeing a healthy cool-off. Structure still looks strong and BX is holding green.Worst case: pullback to $410–$400Target still: $500+ if strength holds 👀Image3. $Sweetgreen, Inc.(SG)$ Inverted head & shoulders forming inside the weekly smart money zone.Point of control at $13 showing strong volume support.Buying pressure building and setup looks solid.Gap
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2025-07-22
Combining technical and fundamental analysis can enhance your investment strategy
Combining technical and fundamental analysis can enhance your investment strategy.Fundamentals provide a comprehensive view of a company's value, while technicals reveal market trends and price movements.Follow along as I track companies in my fundamental library (access through link in my bio) and offer technical guidance to help you make informed decisions. $SPDR S&P 500 ETF Trust(SPY)$ $S&P 500(.SPX)$ $NASDAQ 100(NDX)$ $E-mini S&P 500 - main 2509(ESmain)$ $Cboe Volatility Index(VIX)$ A sailor doesn’t reach the shore by constantly pulling on the sails. They navig
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2025-07-22
Hot Stock Updates - SE & ETHA
1. $Sea Ltd(SE)$ It pays to be patient. Still waiting for RS improvement if price supports and base around 50-MA, confluence with rising 10 and 20-MA.Image2. $iShares Ethereum Trust ETF(ETHA)$ Locking in another 33% nett size out of this position. 10 x ATR% from 50-MA has been the historical stretch of based on $Grayscale Ethereum Trust ETF(ETHE)$ (much earlier listing on NYSE). It last went beyond still extension towards 15x in December 2020. I will keep selling pieces into strength at every new extension high.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. Trad
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2025-07-22
Does the stock want to go higher?
The several tweets yesterday really resonates with me. It’s such a simple question, but one you should always ask when deciding whether to move a stock from your watchlist to your actionable focus list. Before executing, ask it again. A simple pre-execution question, but it helps reset your mindset for clarity — keeping you from pulling the trigger on trades like a machine gun.When I reviewed some of the biggest winning trades on % run, they all fulfilled this same condition. Heavily beaten down with long-term neglect. First huge rally with strong volume. Re-setup with RS during consolidation at higher low base. Setup in cluster of MAs pinching together. First breakout candle is of high RVOL. +180% in a month.Specifically, when they trade in isolation from the market cycle, they tend to be
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2025-07-22
SPX should continue to see further rally
$S&P 500(.SPX)$ should continue to see further rally has it has yet to reach the 6380-6420 targets for the 5th wave.That is favored as long as price does not retrace greater than 50% of the 5th, currently 6269. Below that is a warning its complete.However, once the targets are reached, a 5-10% correction looms. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2509(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2509(NQmain)$ $Dow Jones(.DJI)$