To The Moon

Microsoft officially breaking into the $4 trillion market cap club is a landmark moment—not just for the company itself, but for the entire tech sector. It’s a testament to Microsoft’s relentless execution in cloud, AI, and enterprise software. Meta’s 11% surge after stellar earnings is equally remarkable, showing just how powerful the AI narrative has become for Big Tech. With both giants hitting all-time highs, the question of “who’s next” is getting louder. Will you hold these stocks? Absolutely. Microsoft and Meta are not just riding the AI wave—they’re building it. Microsoft’s cloud dominance (especially in Azure and Copilot AI tools) and Meta’s ability to monetise social platforms with AI-powered ads make them cornerstones for any growth portfolio. Both are pouring billions into AI i

$Adobe(ADBE)$  Adobe 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

Adobe 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,

$Hims & Hers Health Inc.(HIMS)$  🚀 Why HIMS deserves serious attention now: ⸻ 💸 Strong Financial Momentum: • Q2 2025 Revenue: ~$258 million (up 40% YoY) • Annual Run Rate: >$1 Billion • Positive Adjusted EBITDA: Achieved profitability ahead of schedule • Cash on hand: Over $200 million, no debt • Gross Margins: ~80% — SaaS-like margins in healthcare! ⸻ 📈 Business Model Tailwind: • Direct-to-consumer, subscription-based model • Low churn, high retention, and strong Lifetime Value (LTV) • Tackling underserved areas like: • Mental health • Sexual wellness • Hair loss • Weight loss (GLP-1 program ramping up) ⸻ 🧠 AI-Powered Telehealth: • Integrated AI into patient screening and triage • Faster onboarding, personali

$Palantir Technologies Inc.(PLTR)$  Palantir’s upcoming Q2 earnings report presents a critical test of whether its AI-driven narrative can sustain a stock that has already surged over 110% in 2025. Here is a breakdown of the key dynamics at play: --- 📊 Expectations Heading into Earnings Consensus View: Revenue beat of 2–3 percentage points, with robust performance expected from both government and commercial contracts. Citi's Note: Points to AI-related tailwinds—particularly from Palantir’s AIP (Artificial Intelligence Platform)—as the main catalyst driving commercial adoption. Market Reaction Sensitivity: After such a steep rally, even a strong beat could result in “sell-the-news” price action if forward guidance or

$SIA(C6L.SI)$   Singapore Airlines (SIA) stock price has been experiencing turbulence due to various factors. SIA shares tumble 7.4% after first-quarter profit slide. SIA results were hit by its share of losses from associate Air India, although the Singapore business performed well. Net profit fell to 186 million Singapore dollars ($144 million) for the quarter ended June 30, according to the company's earnings report. The drop was attributed to reduced interest income and losses from its associates. Its operating profit in the first quarter also fell 13.8% to S$405 million year over year. "In addition to the lower operating profit, the reduction in net profit was largely attributable to a lower interest inco

Nvidia market cap surpassed 4 trillion on 9th July, and currently stands at $4.24 trillion. It's dominance in AI graphics processing units (GPUs) and data center services positions it for significant growth. Its GPUs are reportedly sold out for the next year, fueling expectations of continued rapid growth. The second company to surpass the 4 trillion market cap is Microsoft. On 31st July, Microsoft surpassed the $4 trillion in market valuation, following artificial intelligence giant Nvidia. Microsoft's market cap now stands at $3.9 trillion, after the recent blood bath across the entire market. Microsoft's substantial investment in OpenAI has enabled rapid integration of AI into its operations. It's cloud computing arm is expected to drive growth, with demand exceeding avai

OCBC Q2 profit drops 7% as interest rates fall; CEO flags tariff headwinds. SINGAPORE - OCBC Bank posted a 7 per cent fall in earnings for the second quarter, as declining interest rates weighed on net interest income. Net profit for the three months to June 30 was $1.82 billion, down from $1.94 billion a year earlier. Still, the figure beat the $1.79 billion forecast in a Bloomberg poll. The bank also declared an interim dividend of 41 cents per share, down from 44 cents a year ago. The interim dividend payout will amount to $1.84 billion, representing a payout ratio of 50 per cent. What about DBS and UOB who are likely to report fianancials on 7th Aug? DBS and UOB results would likely be weighed down by lower interest rates. But loan growth and recovery in wealth management activity coul

Coinbase falls 16.7% in Friday's trading session (1st Aug) alone, and falls further post market. Why is that? Coinbase shares sink after trading weakness hits quarterly profit. Coinbase (COIN.O), opens new tab shares slumped and hit their lowest in more than a month on Friday, after the crypto exchange reported a drop in second-quarter adjusted profit due to a slowdown in trading. The stock was last trading at $314, set to wipe out more than $15 billion of market value if current levels hold. It has gained 52% this year as of last close, ranking among the top 15 gainers on the benchmark S&P 500 (.SPX), opens new tab index, which Coinbase joined in May.  Rating Downgrades: - HC Wainwright sharply downgraded Coinbase (NASDAQ:COIN) to Sell from Buy, saying stock's 150% rally in last

$Palantir Technologies Inc.(PLTR)$   Several analysts and investors hold a bearish outlook on Palantir (PLTR) stock due to its high valuation and concerns about its long-term growth potential. Analysts at Jefferies, for example, have cited the company's valuation as a reason for their Underperform rating and $28 price target. Others express concerns about the company's reliance on government contracts and the potential for increased competition. Here's a more detailed look at the bearish arguments: 1. High Valuation Many analysts, like those at Jefferies, believe Palantir's valuation is too high, especially compared to other software companies or when considering its revenue growth. The company's enterprise valu

Ray Dalio is an American Hedge Fund Manager. He sold his final Bridgewater stake after predicting debt collapse. While continuing to voice economic warnings, Bridgewater founder Ray Dalio recently increased his recommended allocation to Bitcoin and gold to 15%. Billionaire investor Ray Dalio has said his goodbye to Bridgewater Associates, a hedge fund giant he founded 50 years ago. Dalio sold his last remaining stake in Bridgewater and stepped off its board, The Wall Street Journal reported on Thursday. After buying Dalio's shares, Bridgewater reportedly issued new shares to the sovereign wealth fund of Brunei in a multibillion-dollar deal that brought it an almost 20% stake in the company. Dalio predicts "worse than a recession" coming. Dalio's latest Bridgewater sale marks the final chap

🟩 🦖 Ready to master the 7 steps to spot top dividend stocks like Capitaland India Trust (CLINT)? This video is packed with insights on investing, financial analysis, and making informed investment decisions. Join Iggy as he sheds light on how to evaluate dividend yields, sustainability metrics, cash flow health, and much more, using his proven seven-step dividend investor playbook. Whether you're looking to grow your wealth in Singapore or tap into India's booming real estate market, this guide is tailored just for you. 📊 From understanding CLINT's 5.9% dividend yield to dissecting its $3.7 billion portfolio, you'll gain actionable strategies to identify solid dividend plays without falling into common traps. Learn how to analyze a stock's fundamentals, spot red flags, and decide if it's w

Market Outlook of S&P500 (04Aug25) Technical observations: MACD - the top crossover is completed, which implies a downtrend. Exponential Moving Averages (EMA) lines are showing an uptrend. The lines are converging, which represents a potential reversal of the current uptrend. Both the 50 MA line and the 200 MA line are showing an uptrend. This speaks of a bullish outlook for both the short and long term. The CMF is positive at 0.03, indicating more buying pressure over the past 20 periods. We have noted a decline in buying momentum and a few days of (stronger) selling momentum. The S&P 500 index grew 14.53% from a year ago. The S&P 500 (SPX) index is recommending a “Neutral” rating. 8 indicators show a “Buy” rating and 11 show a “Sell” rating based on the daily interval. From t

Coinbase Global, Inc. ( $Coinbase Global, Inc.(COIN)$ ) unveiled its Q2 2025 earnings on July 31, 2025, delivering a mixed performance that sent its stock tumbling 9% to $143 in after-hours trading. The crypto exchange reported revenue of $1.5 billion, missing the $1.59 billion consensus estimate and marking a 26% quarter-over-quarter (QoQ) decline from $2.03 billion in Q1. While GAAP EPS of $5.14 was bolstered by $1.5 billion in unrealized gains from Circle, adjusted EPS of $1.96 surpassed the $1.26 forecast. Trading volumes plummeted 40% to $237 billion, reflecting a cooling crypto market, but stablecoin revenue grew 12% to $332 million, offering a glimmer of stability. With the stock now down from its pre-earnings level of $157, investors are a

The U.S. stock market is riding high, with the S&P 500 at 6,297.36 and Nasdaq at 20,884.27, but ominous warnings from investing legends Ray Dalio and Jim Rogers cast a shadow. Dalio, founder of Bridgewater Associates, predicts a potential “economic heart attack” within three years due to the U.S.’s ballooning $36.2 trillion national debt, urging investors to allocate 10-15% of portfolios to gold and crypto as a hedge. Rogers, a veteran investor, goes further, warning that the debt could trigger the worst crisis in his lifetime, prompting his complete exit from U.S. equities. With tariffs, geopolitical tensions, and rising interest costs adding fuel to the fire, is a stock market fall inevitable? Will the “East rising, West declining” thesis reshape global markets? This deep dive explor

$SPDR S&P 500 ETF Trust(SPY)$ $S&P 500(.SPX)$ 📉📊🧨 Wyckoff strikes back: is SPY setting up for a Phase E markdown? 🧨📊📉 I’m extremely confident this week’s SPY setup is one of the clearest macro-to-micro inflection points we’ve seen all quarter. Price has broken down from a textbook Wyckoff Distribution schematic, completing Phase D with a potential markdown underway. At $621.11, SPY is teetering right above its 50-day SMA support zone ($611), where gamma positioning, realized vol, and institutional behavior are all colliding in a high-stakes tug-of-war. The dual Wyckoff overlays speak volumes. The pre-Fed chart shows Phase A to UTAD accumulation with smart money driving rallies into resistance. Post