$Baidu(BIDU)$ I firmly believe Baidu's superior computing infrastructure positions it as an AI leader. When the AI boom arrives, its growth potential is tremendous - autonomous driving alone could hit $10B valuation, with cloud computing adding equal value. My conviction remains strong: Baidu is on track to become a $200B tech powerhouse.
Mapletree Pan Asia divest two Japan office buildings for JPY8.73 bil
$Mapletree PanAsia Com Tr(N2IU.SI)$ MPACT, through its subsidiary Tsubaki Tokutei Mokuteki Kaisha, has entered into a sale and purchase agreements with these two unrelated third parties. ABAS Shin-Yokohama (ASY) will be sold at a sale price of JPY3.3 billion and TS Ikebukuro Building (TSI) will be sold at a sale price of JPY5.4 billion, with a combined divestment consideration of JPY8.73 billion. The divestments are scheduled for completion by end-August FY2025/2026, and upon completion, MPACT’s portfolio will comprise 15 quality commercial properties located across the five key gateway markets of Asia, with a total lettable area of 10.4 million square feet independently valued at $15.9 billion.
MP Materials stock surged following a series of announcements regarding strategic partnerships and investments, particularly with Apple and the U.S. Department of Defense. These deals are aimed at boosting domestic rare earth magnet production and reducing reliance on China, driving significant investor interest and a substantial increase in MP Materials' stock price. Apple Partnership: A $500 million agreement with Apple involves MP Materials supplying magnets made from recycled rare earth materials, further strengthening the partnership and potentially reducing China's dominance in the rare earth supply chain, according to The Economic Times. Department of Defense Investment: The U.S. Department of Defense (DoD) has invested significantly in MP Materials, including a commitme
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$Replimune Group Inc.(REPL)$ just from 24 hours. what are the potential upside? let's just hope the slump is temporary from the panick selling. let's go.
$NVIDIA(NVDA)$ Have been accumulating NVDA since 2021. It is by far the shiniest star in my portfolio. Think it still has a long runway to go with high demand for unrivalled products. Recommend to have it in your portfolio and accumulate on the dips.
Tech Stocks Teeter: Hedge with VIX, Puts, or Defensive Plays?
$Invesco QQQ(QQQ)$$NVIDIA(NVDA)$ The U.S. stock market is soaring, with the Nasdaq smashing past 21,000 and the S&P 500 hitting 6,263.26, driven by tech titans like NVIDIA and Microsoft. Yet, warning signs are flashing: seasonal trends point to a 7-10% pullback in late summer, and yesterday’s tech sell-off, led by semiconductors, saw NVIDIA and TSMC dip 3-4%, while defensive sectors like consumer staples and utilities gained ground. With valuations stretched and risks like tariffs and geopolitical tensions looming, how should you protect your portfolio? Should you buy VIX products like VIXY, purchase put options, or shift to defensive sectors like consumer staples (
Alphabet Inc. ( $Alphabet(GOOGL)$ ), Google’s parent company, has set the stage ablaze with its Q2 2025 earnings, reported after market close on July 23, 2025, delivering a robust beat on revenue and earnings per share (EPS). With $96.43 billion in revenue and $2.31 EPS, surpassing estimates of $94 billion and $2.18, Alphabet showcased strength in search, YouTube, and cloud, fueled by AI advancements. However, a $10 billion increase in 2025 capital expenditure (capex) to $85 billion, aimed at bolstering AI and cloud infrastructure, sparked mixed investor reactions, with the stock dipping initially before recovering 3% in after-hours trading. As the tech sector drives global markets, including Singapore’s Straits Times Index (STI) with its 12-day
Intel (INTC) Q3 and Full-Year 2025 Guidance To Watch In Earnings
$Intel(INTC)$ is scheduled to report its fiscal Q2 2025 earnings after the market closes on Thursday, 24 July 2025. Intel's Q2 2025 earnings will provide further insight into the progress of its multi-year turnaround strategy (IDM 2.0) amidst a still-challenging PC market and intense competition in the data center and AI space. The focus will be on the execution of its manufacturing roadmap and the financial implications of its ambitious foundry business. Revenue: Consensus revenue estimates hover around $11.87 billion to $11.93 billion, representing a year-over-year decline of approximately 7%. This is lower than the $12.7 billion reported in Q1 2025. Earnings Per Share (EPS): Analysts generally expect a GAAP loss, with consensus ranging from $(0
The idea of a high-tech utopia powered by AI-integrated crypto ecosystems is no longer just sci-fi—it’s becoming a strategic frontier. Imagine decentralized AI agents autonomously executing smart contracts, training models on-chain, and reshaping finance, logistics, and governance. The convergence of AI, blockchain, and virtual infrastructure could unlock exponential productivity, transparent automation, and entirely new economic models. Why AI + Crypto Could Be Transformational Decentralized AI (deAI): Projects like Bittensor and SingularityNET aim to democratize AI development, removing reliance on centralized tech giants. Autonomous Agents: Platforms like Fetch.ai enable AI bots to transact, negotiate, and optimize logistics in real time. On-chain AI Training: Blockchain-based compute n