Fizz or Fizzle? Why I Think Celsius Could Still Turn Up the Heat in 2025
A quarter that put the sparkle back I’m exploring whether Celsius’s blockbuster second quarter and acquisition-driven growth set the stage for another doubling in the second half of 2025. After a year where the brand’s growth engine felt like it was idling, the company has come roaring back with numbers that made even the most jaded beverage analyst sit up. Revenue in the latest quarter grew 9% in the core Celsius brand, while group sales surged thanks to the Alani Nu acquisition, whose retail sales leapt 129% year-over-year. Net profit not only improved—it roughly doubled market expectations, a rare occurrence in a sector where margins are often squeezed tighter than a soda can in a vice. The market liked what it saw. $Celsius Holdings, Inc.(CELH)$</
On 07 Aug 2025, $D-Wave Quantum Inc.(QBTS)$ a leader in commercial quantum computing systems, software, and services, released its Q2 2025 earnings. In the words of D-Wave Quantum Inc, CEO, Dr Alan Baratz — Q2 2025 results show consistently strong performance across a multitude of technical and business metrics. (more on that, later) Besides that, QBTS has accomplished the followings during the April - June period: Brought to market its 6th-generation quantum computer. Signed a memorandum of understanding (MOU) related to the acquisition of an on-premises system in South Korea. Completed physical assembly of the previously announced system at Davidson Technologies. Introduced a collection of developer tools to advance quantum AI & machine lear
NEGG: The AI Hardware Underdog – How Newegg is Quietly Positioning Itself as the Backbone of the Next Tech Boom
In the volatile world of tech stocks, few stories are as intriguing as that of Newegg Commerce, Inc. (NEGG). Once dismissed as a niche e-commerce player riding the waves of meme stock mania, NEGG has erupted in 2025 with staggering gains—surging over 40% in a single day on August 14 and hitting a 52-week high of $133.00. But here’s the fresh twist: this isn’t just another retail revival. NEGG is evolving into an unsung hero of the AI infrastructure revolution, leveraging its dominance in PC components and electronics to fuel the hardware demands of generative AI and edge computing. While giants like NVIDIA grab headlines, Newegg’s quiet pivot could make it the go-to retailer for the democratized AI era, where everyday builders and enterprises alike scramble for affordable, high-performance
🌟🌟🌟Terawulf $TeraWulf Inc.(WULF)$ didn't just rally today, it redefined its trajectory. A 59% surge in a single day on a back of a huge USD 3.7 Billion AI data center deal with Fluidstack, backed by $Alphabet(GOOG)$ who now holds a 8% stake. Their USD 1.8 billion lease guarantee isn't just financial it is philosophical. It signals a future where zero carbon computing becomes the backbone of AI infrastructure. This isn't just a one day wonder. It is a strategic shift. What Does Terawulf Actually Do? Terawulf develops and operates sustainably powered data centers for Bitcoin mining,
I repost what has become a favorite chart here because it illustrates a couple of things: we can see the move in bitcoin/crypto allocations echoed in this chart + the speculative surge on display here + an illustration of what bubbles in speculation look like (the dot com spike). Again, the balanced view will say that maybe this is just the new normal in the AI age (mass adoption of compute), but at the very least it shows the shifting sands and pressures building up. $VanEck Semiconductor ETF(SMH)$ For 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. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and e
Chart of the Week - Bitcoin Tipping Point or Tripping Point?
I’ve previously mentioned that Bitcoin trades basically like a risk-asset — riding waves of liquidity and speculation.The correlation data largely confirms this, and indicators of risk taking and sentiment show similar behavior among investors in bitcoin vs tech stocks.This week’s chart arguably adds weight to that idea. It’s part of a growing collection of charts showing increasing extremes of greed, risk-seeking, and speculation across markets (especially centered on tech stocks: which Bitcoin correlates closely with).But there is a big open question here: is this a sign of an imminent peak in Bitcoin/crypto? (and risk assets in general, including increasingly frothy tech/AI stocks) …a “tripping point“ if you would: i.e. a point of vulnerability where it’s only a matter of time before th
This week, price alerts kept triggering, but the outcome today served as a reminder of the importance of Relative Volume (RVOL) based execution in individual stock, and the timeless principle of relative strength (volatility adjusted RS for my case).1. I avoided numerous stop-losses in individual stocks. by sticking to RVOL-based execution, including $Figma(FIG)$$Webull Corp(BULL)$$Dutch Bros Inc.(BROS)$$Rezolve AI(RZLV)$$Energy Fuels(UUUU)$$Circle Internet Corp.(CRCL)$. Stop loss in liquid $Mi
A look at $Quantumscape Corp.(QS)$ flagging price action, using $Figma(FIG)$ flag as a reference.Thanks to everyone who joined the earlier poll. There’s no definitive “right” or “wrong” view on the QS chart—your perspective depends on your timeframe. From my view, QS saw a +250% rally over 20 days, followed by a -45% pullback in the next 10 sessions, which on a 2-month lens forms a bull flag.Flip the timeframe to one month, and you could instead call it a bear flag: a -45% drop over 10 sessions, followed by a +15% VCP bounce in the next 8.Both trades could work here, given the tight, sideways price action. The prevailing trend, however, still leans up if you go by the 50-MA (comparable to the 10-week MA). Th
$SPDR S&P 500 ETF Trust(SPY)$ : Why the market didn't crash considering a textbook bearish reversal top based on indecisive candle, overbought Bollinger conditions and the RSI divergence? ➡️ Breadth: yesterday there was a broad stock participation (as posted last night, thanks for the likes). Image $S&P 500(.SPX)$ : Was the market aiming at a bearish RSI divergence before a real pullback? We will learn tomorrow, for what is worth, the doji candle above the Bollinger band adds references for short term caution.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. Trade SG, HK, US stocks as well as ETFs
$DLocal Limited(DLO)$ is one of the most asymmetric opportunities in the market now.Payment volume is growing insanely fast, it is rapidly expanding in emerging markets, and the take rate is finally increasing.Here is why it's a 5x opportunity now: 🧵1/ What does DLO do?It's actually an online payment gateway, similar to Stripe and Adyen.Where it differs is that it brings together local payment methods in one API.This provides it with an advantage where payment methods are fragmented, i.e, in emerging markets.Image2/ It's rapidly growing its presence in emerging markets.It's the leading payment gateway API in Latin America, and it's growing fast in Africa and Asia.Currently, they are active in over 30 countries and support more than 600 payment meth
$CoreWeave, Inc.(CRWV)$ Waiting to bottom fish at 100. Most of the new put positions are still bearish with strikes above 100.On the call side, most open interest comes from selling (bearish), and the strikes are all over the place—no clear direction. $NVIDIA(NVDA)$ NVDA is still trading in the 175–185 range this week. New put positions suggest the stock could dip below 175 but stay above 170 next week.This week’s close should be a repeat of last Friday—no surprises. $Tesla Motors(TSLA)$ Institutions are opening bear call spreads at 360–365, which is a more hedged version of my own sell call yesterday. Same expectation: TSLA should close below 360 this week.Put o
📈Top Movers After Earnings: Tencent, JD, NTES & More
Hi Tigers, Let’s check out the top movers after earnings! $Tencent Holding Ltd.(TCEHY)$ +7.40%EPS: Actual $6.79 vs. projected $6.57 (Beats estimate by 3.30%)Revenue: Actual $25.7 B vs. projected $25.0 B (Beats estimate by 2.8%)Full-year earnings guidance: The company highlighted strong growth driven by AI integration across its services and content. Revenue for the quarter grew 15% YoY to RMB184.5 billion ($25.7 billion), beating analyst expectations. The company’s advertising revenue increased 20% YoY to RMB35.8 billion, attributed to AI-driven enhancements. Tencent is accelerating spending on AI research and development, with plans to integrate AI into its gaming, social media, and cloud services.Tencent’s management emphasized the company
Aug 14th Premarket TRADE PLAN 📈 $S&P 500(.SPX)$ lower this morning after PPI data. If SPX fails to move red to green, we can see another consolidation day today. You don't need to trade heavily each day to be profitable. Some days should be observation days. SPX to 6400 possible if SPX fails at 6432. $Meta Platforms, Inc.(META)$ to 755-760 possible if it fails to hold 774. Puts can work under 774 as a day trade.$Invesco QQQ(QQQ)$ setting up for 774 if it can't reclaim 780 today. Puts can work under 780 as a lotto. I'd be careful trading the upside today. We can see more volatility.Good luck today everyone!! 🫡For
Hello everyone! Today i want to share some option strategies with you!1.$Applied Materials(AMAT)$ releases earnings after market close tomorrow. Expected move is ~5%. Am looking to place an #Optionselling trade to play earnings.Targeting a put-write trade, strike in the 0.382 to 0.50 fib retracement range (150-160), Aug 22 expiration.2.$DLocal Limited(DLO)$ has earnings after the closing bell today. Here are the optionselling trades we are taking except for #3.Just gonna write the Aug 15 expiry 10.47 strike puts instead of buying shares at spot price.For 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 limi
Hello everyone! Today i want to share some trading ideas with you!1.MPW Mid-week Update Posted: (1) $Cboe Volatility Index(VIX)$ new low of the year indicates a pro-longed topping process that may run through the year. (2) Sept. has been the month of reversal and correction, that works for VIX setup too. 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. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get
[Events] Is Bullish the Next Figma or the Next Circle?
Cryptocurrency exchange operator $Bullish(BLSH)$ rose 12% on Thursday before the bell, reaching $78, doubling its IPO price of $37 and valuing the company at more than $10 billion.Remember how $Figma(FIG)$popped 250% on Day 1 but cooled off fast? Or how $Circle Internet Corp.(CRCL)$ kept climbing for days after its IPO?Now here comes Bullish — a crypto exchange backed by Peter Thiel and led by former NYSE president Tom Farley. With a $4.8B valuation and major names like BlackRock and Cathie Wood buying in, is this the start of a new rocket ride—or just another overhyped debut?🚀🚀📈 Will Bullish follow Figma’s path (hot then drop) or Circle’s (steady surge)?💬 How to
$HRnetGroup(CHZ.SI)$ The Group delivered steady results for 1H 2025, with revenue increasing 3.4% to S$295.5 million and PATMI rising 29.2% to S$28.0 million, reflecting operational resilience and financial discipline in a fluid macro environment. An interim dividend of 2 cents per share, representing a 67% payout of 1H 2025 NPAT, has been declared for payment on 2 September 2025. Business Segments Flexible Staffing (FS) Revenue increased by S$10.5m (4.1%) to S$265.8m, maintaining its share of Group revenue at 89.9% and contribution to gross profit (GP) at 52.0%. Contractor volume grew by 3.7% to 16,140, led by activity in Taipei, Jakarta, and Shanghai. GP per contractor declined 6.3%, resulting in a 2.8% reduction in FS GP to S$31.
Treasury’s Single-Stock Ban Bombshell: Will Your Portfolio Survive the Shake-Up?
Treasury Secretary Scott Bessent has dropped a market-shaking proposal, pushing for a congressional ban on single-stock trading, arguing that “the American people deserve better than politicians like Nancy Pelosi with hedge-fund level returns.” Announced on August 14, 2025, this bold move targets the $2.5 trillion daily equity market, spotlighting concerns over insider trading and wealth gaps. With the S&P 500 at 6,466.58, Nasdaq at 21,713.14, and the Dow at 44,922.27 reflecting a bullish session, Bitcoin’s $124,002 surge to a $2.457 trillion market cap adds complexity. Tariffs (30% on EU/Mexico, 35% on Canada) and oil at $75/barrel heighten volatility, with the VIX at 14.49. Could this ban reshape your investments, or is it a fleeting threat? This deep dive explores the implications,