To The Moon

S&P 500 & Nasdaq Keep Climbing… but for How Long?The bulls just keep charging. The S&P 500 notched its 11th all-time high of the year, breaking above 6,300 for the first time ever—its third 100-point milestone of 2025 and seventh in the past year.Not to be outdone, the Nasdaq Composite crossed 21,000, having doubled in 5 years and quadrupled in 10.💡 Tariff worries? Forgotten. Rate fears? Shrugged off. The rally feels unstoppable.But here’s the twist…📊 Priced for Perfection?The surge has pushed valuations into the stratosphere:S&P 500 P/E (peak earnings): Now at 26.5—the highest since 2000, and 54% above its long-term median.CAPE Ratio: Nearing 38, a level seen only twice before in history—now higher than 98% of all readings.So yes, the market is strong—but also vulnerable.

Intel is expected to post its sixth straight net loss and falling revenue, with cautious guidance for Q3. Investors will focus on roadmap updates, cost cuts, and signs of margin stability. Investors may consider high-volatility options plays like straddles and strangles.Intel’s Tariff Overhang, Foundry Progress in FocusIntel is set to report its sixth consecutive net loss after the market closes on Thursday, while revenue is expected to drop for a fifth straight quarter. Intel is expected to report a net loss of about $1.22 billion for the April-June quarter, while its sales are expected to drop more than 6% to $11.88 billion, according to Bloomberg's unanimous expectations. Last year was Intel's first unprofitable year since 1986.Intel may keep a conservative view for its 3Q outlook, as t

Welcome to the second article in our Bitcoin series, following our exploration of institutional adoption and price dynamics. As seasoned BTC investors, you’re familiar with Bitcoin’s core: a decentralised network powered by proof-of-work and a 21 million coin cap, cementing its "digital gold " status. Now, Bitcoin DeFi (BTCFi) is transforming it from a passive store of value into a yield-generating powerhouse. In 2025, BTC DeFi’s total value locked (TVL) has soared from ~$300 million in early 2024 to over $7 billion by mid-year—a 22x leap. Let’s dive into this revolution, its prospects, opportunities, risks, and my take, with charts to bring the data to life. BTC DeFi Progress: Unlocking Bitcoin’s Potential Bitcoin DeFi bridges BTC’s unmatched security with Ethereum-style smart contracts,

On July 23, 2025, global stock markets experienced a significant boost, primarily driven by optimism surrounding a new trade agreement between the United States and Japan, coupled with strong corporate earnings reports. The market sentiment was notably positive, with major indices reaching new highs. The global equity markets rallied on July 23, driven by three key catalysts: Trade Agreements: The U.S. finalized a $550 billion trade deal with Japan, reducing auto tariffs from 25% to 15%. EU-U.S. negotiations gained momentum, with expectations of a new accord that could ease tariff tensions. These developments boosted sentiment across automotive, industrials, and export-heavy sectors. Earnings Optimism: Strong Q2 earnings from companies like GE Vernova (+6%) and Lonza (+5.4%) lifted investo

Despite major market risks, U.S. stocks continue to hit record highs. However, seasonal trends suggest a 7%–10% pullback in late summer, especially after strong performance from May to July. Yesterday, tech stocks, led by semiconductors, pulled back, while defensive sectors rose.How would you hedge your portfolio — or would you consider buying into defensive sectors?🎁Special Notes: Whoever showed up on the” What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.Click titles to read the full analysis:1. @Lanceljx:Key Points:Valuation Multiples Are ElevatedThe Nasdaq trades at a forward P/E above 30x — historically high. A large portion of the index’s gain is driven by a