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2025-08-01
Figma’s 250% IPO Surge: Rocket Ride or Ready to Crash?
$Figma(FIG)$ Figma’s initial public offering (IPO) on July 31, 2025, was nothing short of spectacular, with shares rocketing over 250% to close at $115.50, more than tripling its $33 IPO price. This explosive debut, one of the largest first-day pops in decades for a U.S.-traded company raising over $1 billion, valued the San Francisco-based design software maker at approximately $47 billion. Oversubscribed nearly 40 times, the IPO raised $1.2 billion, fueled by investor fervor for Figma’s cloud-based platform and AI-driven innovations. But with such a meteoric rise, the question looms: is this rally just igniting, or is it a bubble poised to burst? Should investors go long or short on Figma (NYSE:FIG), and do its fundamentals justify the $47 billio
TOPMaurice Bertie: Great fundamentals, but wait for a dip. $90-$100 would feel safer.
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2025-08-01
Swiping Through Uncertainty: Why I’m Backing Mastercard’s Premium Momentum
Resilient spending, high-margin services and a confident guidepost meet a premium price that demands flawless execution. My investment thesis examines how Mastercard’s resilient consumer-led growth, expanding value-added services and cross-border momentum, and raised guidance set it apart amid macro uncertainty and Fed policy shifts. This is a business priced for perfection, but the quality of its earnings is quietly improving in ways that make that premium more defensible—provided management avoids even small execution missteps. Affluent spending flows through Mastercard’s global digital arteries Consumer resilience with an affluent cushion Mastercard’s Q2 2025 numbers show a business still defying macro headwinds. Net revenue rose roughly 17 per cent year-on-year to $8.1 billion, with gr
TOPTariffs problems will persist indefinitely keeping apple stock range bound.
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2025-08-01
Energy Earnings and Economic Data: Top Stocks to Watch on August 1, 2025
August 1, 2025, is a critical day for investors, with a packed lineup of Q2 earnings from major energy companies and high-impact economic data releases that could sway markets. The S&P 500’s record close at 6,297.36 and Nasdaq’s 20,884.27 reflect robust bullish sentiment, but a VIX at 15.94, new tariffs (30% on EU/Mexico, 35% on Canada, effective today), and geopolitical tensions (Israel-Iran conflict, oil at $75/barrel) signal volatility. Recent earnings have shown a mixed picture—Meta’s 11% surge on July 31 contrasted with Amazon’s 7% drop—highlighting a market quick to punish underperformers. With key economic indicators like US Nonfarm Payrolls and earnings from energy giants like Chevron and Exxon Mobil, today could either fuel the rally or spark a pullback. This report dives into
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2025-08-01
Figma IPO: From $20B Rejection to $61B Unicorn—Is Adobe Handing Its Crown to the Star?
$Figma(FIG)$ 's stock surged 250% after its IPO on Thursday and continued to rise in pre-market trading on Friday, bringing its market capitalization to over $61 billion. This makes it the largest software company IPO since 2024.Live look at figma employees today.ImageSome netizens compared the situation to $Adobe(ADBE)$ , which once failed to acquire Figma with a $20 billion offer, and now faces a formidable competitor.As of press time, $Figma(FIG)$ 's pre-market market capitalization may exceed $61 billion, while Adobe's is around $150 billion. However, in terms of revenue, Adobe's revenue is still 26 times that of Figma.Metric (Last 12 Months)
TOPAdobe vs Figma – Not the Same Game. The recent launch of FGM caused a temporary drop in Adobe’s share price — but let’s get this straight: Figma ≠ Adobe. Same story as DeepSeek vs Nvidia — the comparison is superficial and misleading. 🔍 Here’s why Adobe remains a long-term leader: ⸻ 💰 Financial Strength: • EBITDA (TTM): ~$6.6 Billion • Cash & Short-Term Investments: Over $6 Billion • Operating Cash Flow: Consistently above $7 Billion annually • No dividend yet, but strong cash reserves mean high reinvestment and acquisition power — e.g., Figma (still pending clearance). ⸻ 🧠 AI Advantage: • Adobe has integrated AI deeply across its suite: • Firefly AI in Photoshop, Illustrator, and Express • Sensei AI powering automation in Experience Cloud • AI-based auto-tagging, object selection, and generative features • These tools are not only for designers, but also used by marketers, filmmakers, publishers, and business analysts.
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2025-08-01
Weekly | HSI Fell Below 25,000 as Southbound Funds Rush to Buy！
This week, Hong Kong stocks saw a volatile trend, with the $HSI(HSI)$ dropping 3.47%, falling below the 25,000 mark.Key News & DevelopmentsEarly in the week, China and the U.S. held the third round of trade talks in Switzerland. Both sides agreed to extend the negotiation deadline by 90 days, pushing it past the originally planned August 12th date. However, U.S. Treasury Secretary noted that the final decision rests with President Trump. Chinese negotiator stated that both sides had "in-depth, candid, and constructive exchanges." He emphasized that China would continue to push for the suspension of tariffs and countermeasures.On July 30, the Politburo of the Communist Party of China held a meeting to assess the current economic situation and se
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2025-08-01
Microsoft’s $4 Trillion Triumph: Who’s Next in the AI Elite?
$Microsoft(MSFT)$ The tech world is ablaze as Microsoft rockets past $4 trillion in market capitalization, joining Nvidia as the only two companies to hit this rarefied air. This milestone, sealed with a blockbuster earnings report showing 18% revenue growth and Azure’s $75 billion annual run rate, marks Microsoft as a titan of the AI and cloud era. Meanwhile, Meta stunned with an 11% stock surge after crushing Q2 sales forecasts with $47.5 billion in revenue and a bullish outlook, fueled by its ad business and relentless AI spending plans into 2026. Yet, Apple languishes at $3.2 trillion, down 17% this year, as its AI lag casts a shadow. With the AI battleground heating up, investors are asking: should you hold these giants? Is Nvidia the real wi
TOPAzure’s fire + AI cash = $4T and counting
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2025-08-01
Will August’s Volatility Derail the Market’s Winning Streak?
$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The market closed July 2025 with a flourish, as Nasdaq notched a 4-month winning streak and the S&P 500 hit a record 6,297.36, up 2.55% for the month, while Nasdaq soared 3.73% to 20,884.27. This rally, fueled by tech strength and AI optimism, marks a robust year-to-date gain of 20% for Nasdaq and 16.27% for the S&P 500. Yet, August’s historical volatility—often a season of sharp swings—raises the specter of a pullback. Last year’s 8.5% mid-month drop, triggered by tariff fears and weak data, still ended with a 2% gain, a pattern that hints at resilience but also risk. With new tariffs (30% on EU/Mexico, 35% on Canada) effective today and geopolitical tensions
TOPMarket’s on fire! Holding tight, AI wave isn't done yet! 🚀🔥
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2025-08-01
$Oscar Health, Inc.(OSCR)$ $UnitedHealth(UNH)$ $Centene(CNC)$ 💎📈 Diamond in the Rough: $OSCR May Be Forming the Reversal of the Quarter 📈💎🔥 I’m watching Oscar Health ($OSCR) with growing interest as a rare bullish diamond bottom begins to crystallize on the daily chart. For newer traders, a bullish diamond bottom is a powerful reversal pattern that resembles a widening then narrowing structure, visually like a baseball diamond, marking indecision followed by a sharp resolution. It’s rare, but when it forms after a steep downtrend and confirms with breakout volume, it often signals explosive upside. The measured move target is typically projected by the height of th
TOPI am holding OSCR and buying CNC at $22.50 waiting for UNH to drop more then buying at $200
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2025-08-01
Robinhood Unleashed: 45% Revenue Pop, 600K New Users via Bitstamp 🌍
$Robinhood(HOOD)$ generates 39 cents in net profit for every $1 in revenue, which they have been using to repurchase shares (3 million shares at $41 per share, an impressive capital allocation) and grow their revenue business by 45%. $Robinhood(HOOD)$ 's Q2 2025 financial report was impressive:Revenue reached $989 million (a 45% year-over-year increase), exceeding analysts' expectations of $929 million; EPS was $0.42, far exceeding the expected $0.31 and doubling the previous figure.Cryptocurrency trading revenue surged to $160 million (a 98% year-over-year increase), driving trading-related revenue to $539 million (a 65% year-over-year increase).In addition, Robinhood completed its acquisition of Bitstam
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2025-08-01
$ocbc bank(O39.SI)$
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2025-08-01
$KOP(5I1.SI)$ 's asset revaluation thesis plays out with 1173 SGD gain. Bullish on its Marina Bay premium location and REIT consolidation potential, accumulating on dips for tourism rebound.
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2025-08-01
$STI ETF(ES3.SI)$ demonstrates Singapore's economic resilience, doubling down on core assets. Financials+real estate dual engines capitalize on APAC capital flows, holding steady for value realization.
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2025-08-01
$Singtel(Z74.SI)$ Bullish on Singtel's (Z74) dominance in SEA's digital ecosystem. 5G acceleration and cross-border data center expansion will unlock growth, accumulating for long-term value.
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2025-08-01
$Keppel(BN4.SI)$ trade delivers 4022 SGD unrealized gains! Bullish on industrial automation revival—entry at 6.781 SGD now 8.39 SGD. Technical breakout & sector rebound signal further upside potential.
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2025-08-01
If I could build my own ETF, I’d create the “C.H.I.L.L ETF” — Capital-Hungry Investors Living Large. It’s a lighthearted but tactical mix for those who want market gains without constant stress. The fund would be 70% U.S. large-cap tech (because AI isn’t going anywhere), 20% international growth (think SEA superapps and Indian fintech), and 10% short-term Treasuries — just enough to keep me from panic-selling every dip. CHILL would track a custom “Work-Life Balance 100” index with companies that make life better: Netflix (to binge my bad trades), Apple (for overpriced gadgets), and Starbucks (because caffeine is a core holding in my life). I’d also sneak in a small stake in pet care and bubble tea stocks — high conviction, high cuteness. The goal? Balance solid growth with lifestyle relat
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2025-08-01
🌟🌟🌟If I could create my dream ETF, I would call it "Global Grit Index ETF" with a ticker code "GIGI". This ETF represents a curated blend of resilient, dividend paying companies from Singapore, Hong Kong, US and Australia. Singapore : DBS, OCBC, UOB, SGX, Sheng Siong and other valued gems. USA: Coca Cola, Procter & Gamble, Caterpillar and other Dividend Aristocrats. Hong Kong: Alibaba, Tencent, JD.com and other undervalued Hong Kong stocks Australia: The Big 4 banks - Commonwealth Bank, NAB, Westpac, ANZ, Woolworths etc. GIGI is a smart fusion of long term discipline, global diversification and a passive income strategy - with just enough edge to make Wall Street take notice. GIGI will be the ultimate ETF that outwits inflation and make investors happy.
TOPThis would really be a dream ETF! 😀
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2025-08-01
$SMIC(00981)$ holding firm—locked in some early gains! With China's semiconductor push gaining momentum, I remain optimistic about its long-term potential.
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2025-08-01
$Apple(AAPL)$ smashed expectations this quarter! Revenue jumped to $94B, the fastest growth since 2021, easily beating the $89.3B forecast. Strong numbers like these show Apple’s still got serious momentum. Solid demand and tight execution — no wonder the stock’s getting love.
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2025-08-01
$ProShares UltraPro Short QQQ(SQQQ)$ This U.S. market pullback seems driven by fundamentals and valuation reset. SQQQ may benefit from weakening sentiment and holds short-term rebound potential.
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2025-08-01
AI Plays Benefitting From Microsoft Earnings
Microsoft’s blowout earnings and record-breaking AI momentum have lit a fire under a wide swath of AI-linked plays especially those tied to cloud infrastructure, enterprise productivity, and GPU demand. Microsoft: Infrastructure-Led AI Dominance Azure Revenue: $75B annually, up 34%, with AI workloads driving growth Copilot Adoption: Rapid uptake across Microsoft 365, GitHub, and Dynamics OpenAI Partnership: Exclusive hosting of OpenAI APIs on Azure, reinforcing platform stickiness CapEx Surge: $24B this quarter, scaling data centers to meet AI demand Monetization Model: SaaS + consumption-based, with strong per-user revenue lift from AI tools In this article, I would like to share what are the AI plays benefitting from Microsoft's Q4 2025 earnings report which provides a clear signal that
TOPMSFT's CapEx is insane—I'm all-in on AI plays like NVDA and RNDR! 🚀