$Visa(V)$ Together with Mastercard, they dominate the payment gateway. It's Like a toll Booth where every transaction pays into their pockets. Besides, visa has little or no huge capex to spend, hence its margin is high. Currently Undervalued.
$MSFT 20260821 450.0 CALL$ Msft is unfairly Punished together with other software names. Msft has a diverse business model ranging from AI, cloud, software etc. this moat Is sticky & huge, difficult to disrupt. Tp ard 550-600. Buy before it rebound.
US IPO Window Reopens: From AI Chips to Precision Medicine-New Listings Guide
The US IPO market is springing back to life as geopolitical tensions ease. Last Friday (April 17), precision proteomics leader $Alamar Biosciences(ALMR)$ surged over 34% on its Nasdaq debut, while emergency medical giant GMR Solutions (GMRS) officially filed its prospectus. This week, AI chip unicorn Cerebras (CBRS), mobile ad platform Liftoff Mobile (LFTO), and neuro-rehab device maker Mobia Medical (MOBI) joined or rejoined the pipeline. Here is a comprehensive breakdown of what each company does, its financials, and its investment potential. Friday’s Benchmark: Alamar Biosciences (ALMR) Alamar priced its IPO at $17 per share and opened at $22.91, delivering a 34% first-day pop and closing with a market cap of approximately $1.43 billion. The co
Tesla Strength Returns Above $400: Bulls in Control
$Tesla Motors(TSLA)$ $Tesla, Inc.(TSLA) Rallies +3.01%: Reclaims $400, Eyes Key Resistance at $409 🚀 📈 Latest Close Data Closed at $400.62, up +3.01% (+$11.72). The stock is now $98.21 (-19.7%) below its 52-week high of $498.83. 💡 Core Market Drivers Strong Technical Rebound: The stock successfully broke above the $400 psychological level and its previous resistance near $399.24, indicating renewed buying interest. High Short Interest: Recent short volume data shows elevated shorting activity (e.g., 1.4M shares on 04-15), which may have contributed to the recent volatility and potential for a short squeeze on upward moves. 📊 Technical Analysis Volume: High volume of 90.64M shares traded (Volume Ratio: 1.33) confirms strong conviction behind the br
$INTC Near $70 High: AI Rally Pauses as RSI Turns Extreme
$Intel(INTC)$ $Intel Corp(INTC) Consolidating at $68.5: AI Momentum Pushes Stock to 52-Week High, Eyes on $70.33 Breakout 🚀 Latest Close Data: As of April 20, 2026 (ET), INTC closed at $68.50, unchanged from the previous day. The stock touched a new 52-week high of $70.33 during the session, just 2.7% above the closing price. 📈 Core Market Drivers: The relentless rally is fueled by AI server CPU demand and strategic partnerships. Mizuho analysts note that agentic AI is driving server CPU demand, potentially lifting average selling prices by 10-15% this year. The momentum is further supported by Intel's expanded AI infrastructure collaboration with Google Cloud and progress on its advanced 14A process node. 🤖 Technical Analysis: The daily Volume wa
$Netflix(NFLX)$ $Netflix, Inc.(NFLX) Plunged -9.72%: Streaming Giant Tests Key Support at $97.31 After Major Sell-Off 📉 📊 Latest Close Data Closed at $97.31 on 2026-04-20, down -9.72% from prior close. The stock is now ~27.5% below its 52-week high of $134.12. 💡 Core Market Drivers Earnings Disappointment: A significant earnings miss or weak forward guidance likely triggered the sharp decline, leading to a massive sell-off. The market is reassessing subscriber growth and profitability targets. Sector-Wide Pressure: Broader market volatility and a potential rotation out of high-multiple growth stocks contributed to the downward pressure. 🔍 Technical Analysis Volume: Massive volume of 126M shares (Volume Ratio: 3.23) confirms strong selling pressure
Bull Trend Continues: NVIDIA Targets $212 with Strong Flows
$NVIDIA(NVDA)$ $NVIDIA Corp.(NVDA) Tests $201 Resistance: Bullish Momentum Builds, Eyes on $212 ATH 🚀 📊 Latest Close Data: Closed at $201.68 on 2026-04-20, up +1.68% ($3.33). The stock is just -4.95% from its 52-week high of $212.19. 💡 Core Market Drivers: Sustained dominance in the AI/Data Center chip market continues to drive fundamental growth. Positive sentiment in the broader tech sector and stable macroeconomic conditions provide tailwinds. Strong institutional ownership (Vanguard, BlackRock) and recent insider buying by CEO Jen-Hsun Huang signal confidence. 📈 Technical Analysis: Volume: Trading volume of 160M shares, with a Volume Ratio of 1.04, indicates active participation, slightly above average. MACD: The latest MACD histogram is at 6.
My stock in focus today is $Marvell Technology(MRVL)$ , after reports that $Alphabet(GOOGL)$ is in talks with the company to co-develop two new AI chips. The market reacted positively, but more importantly, this shows Marvell moving deeper into the custom silicon layer of the AI stack, beyond its traditional networking business. Strategically, Google is expanding its Tensor Processing Unit ecosystem to compete with $NVIDIA(NVDA)$ . If Marvell is involved in both a memory processing unit and a next-gen TPU, it strengthens its role as a key enabler in hyperscaler-led chip des
Navigating the Hormuz Crisis: Why Your DCA Strategy is Your Best Defense
When a critical chokepoint like the Strait of Hormuz is blocked, the market doesn't just react—it recalibrates. For a Dollar-Cost Averaging (DCA) investor, this is the time to ensure your monthly outlays are flowing into assets that either hedge against the disruption or possess the structural resilience to ignore the noise. The "Energy Hedge" ETFs If the Strait stays closed, energy prices may remain elevated for longer than the market currently predicts. Integrating energy-focused ETFs into your DCA plan can act as a natural hedge against the rising costs you'll see at the pump or on your utility bill. Energy Select Sector SPDR Fund (XLE): Instead of betting on the commodity itself, this ETF holds the "blue chips" of energy (like ExxonMobil and Chevron). These companies often
Hormuz Shipping Hits Absolute Zero: Full Blockade Nightmare – Oil $120+ or Gold Safe-Haven Rocket Loading? 😱🛢️
Shipping in the Strait of Hormuz has completely stopped, with traffic at zero according to Bloomberg vessel tracking data — a dramatic escalation that has effectively shut down one of the world’s most critical energy chokepoints. 😤 This full blockade, following Iran’s refusal of talks and the US-led “Operation Economic Fury,” is now choking off roughly 20% of global oil and LNG flows, with tanker traffic frozen and insurance markets in chaos. The chart shows the sharp collapse in visible commercial ship transits, dropping from dozens per day to absolute zero in recent sessions, confirming the severity of the disruption. Markets are already reacting with oil futures spiking and safe-haven flows pouring into gold, but the big question is whether this zero-traffic reality pushes crude toward
Netflix Crashes 10% on Ad Growth Miss: $97 Dip a Streaming Steal or Overvalued Trap at $100? 😱📉
$Netflix(NFLX)$ Netflix tumbled 9.72% to $97.31 after earnings revealed ad-supported subscriber net additions fell well below market expectations, reigniting fierce concerns over intensifying streaming competition and a dual margin squeeze from declining ARPU and elevated content costs. 😤 This sharp selloff has pushed the stock back toward the $100 psychological level, raising the question whether it’s a buyable dip for long-term believers or a warning sign that valuations remain stretched despite the company’s dominant position. Morgan Stanley maintained its Overweight rating, calling the reaction a short-term distraction from the long-term compounding story driven by AI-enhanced ad targeting and global subscriber growth. With the broader streami
Tesla Blasts Past $400: FSD 10B Miles & AI5 Chip Set to Confirm Turnaround or Spark Fresh Doubt? 😱🚀
$Tesla Motors(TSLA)$ Tesla has just powered through the $400 barrier with strong momentum, setting the stage for its upcoming earnings report where three key catalysts will decide if this breakout is sustainable or another false start. 😤 Morgan Stanley is highlighting the milestone of cumulative Full Self-Driving miles surpassing 10 billion, marking a critical data flywheel inflection that could accelerate autonomy progress and unlock new revenue streams. The Robotaxi commercialization timeline remains the central valuation debate, with investors watching for concrete updates on regulatory approvals and deployment scale. Adding fresh fuel is the newly unveiled AI5 chip, which could significantly boost in-house compute efficiency for both vehicles
The S&P500 has bounced back & onto new all-time highs
Weekly S&P500 ChartStorm - 19 April 2026 Learnings and conclusions from this week’s charts: The S&P500 has bounced back & onto new all-time highs. Q1 saw a major cleanout in positioning across participants. Two major weak spots (Bitcoin & Software) are looking better. Global equity technicals look bullish following “healthy correction”. Retail allocations to cash remain around the bottom end of the range. Overall, following what now looks to be a “healthy correction” + a big Q1 clean out in positioning + positive technical developments — it looks like the path of least resistance is higher from here. Mission Accomplished: that looks like a decisive victory. One thing I think that stands out through this whole episode is how despite consensus bullish sentiment, crowded
The Edge on AJJ Medtech: the market may need to look beyond just the “humanoid robotics” headline
$AJJ Medtech(584.SI)$ On 17 April 2026, The Edge Singapore published a Corporate Moves feature titled: “AJJ Medtech eyes humanoid robots for next growth spurt, even as supply contracts multiply” on AJJ Medtech (SGX: 584). The more useful takeaway from the article may not be the robotics headline alone, but the way it clarifies AJJ’s broader capital logic. A simplified reading of AJJ as merely a “medical consumables trading name + robotics concept” now looks incomplete. A more structured interpretation may be: a visible healthcare supply revenue base, plus longer-term expansion into renal care, digital / cloud-linked healthcare systems, and intelligent care robotics. In that sense, AJJ’s current capital logic appears to be less about
Top mover alert: City Dev jumps as much as 5.3%, call warrants up 10 times more
🔥City Dev $CityDev(C09.SI)$ is this morning's top performing stock on the Straits Times Index after rallying as much as 5.3% to $8.80 ✳Trending City Dev call $CityDev MBeCW260730(WKUW.SI)$ (https://warrants.com.sg/tools/livematrix/WKUW) was up as much as 50% to $0.021 🏆Macquarie's two City Dev call warrants WKUW and FTAW are the top two best performing warrants this morning as of 1010AM City Dev is boosted by news of an analyst upgrade in stock ratings and price target to $10.45 According to Bloomberg, reasons for the analyst's re-rating include a low SORA that will provide earnings momentum for City Dev given the record FY25 residential sales and hotel demand recovery
CICT Gearing Breaches 39% As Paragon Deal Closes | SGX Daily Pulse 20 April 2026 | 🦖EP1559
CICT Gearing Breaches 39% As Paragon Deal Closes | SGX Daily Pulse 20 April 2026 | 🦖EP1559 The market is pricing CICT's Paragon acquisition as a trophy win, but the balance sheet is carrying a 39.2% pro-forma gearing and an ICR of approximately 3.1x — both in forensic breach before the ink is dry. At that coverage ratio, a single rate cycle turn or a DPU cut from slowing Orchard retail reversion erases the 4.85% yield margin entirely. CDLHT compounds the picture: a 5.75% yield sounds like sanctuary until you realise interest expense is already consuming roughly half of operating income at a 2.0x ICR. At a 5,000-point STI, the rally feels validating — but the forensic question is what you are being paid to own. The 6-month T-Bill sits at 1.47%, my forensic floor holds at 3.2%, and the minim
Hormuz Strait Closed Means Your Power Bill Jumps 20% Soon | 🦖EP1558
Hormuz Strait Closed Means Your Power Bill Jumps 20% Soon | 🦖EP1558 The Hormuz re-closure is not a distant geopolitical headline — it is a direct assault on the fuel hedge mathematics that your SIA dividend depends on. SIA's hedge cover drops from 41% to 24% by late 2026, precisely when Brent risk premiums are projected to peak, and that 37% downward revision in FY2027 core net profit means the distribution arithmetic is already broken before the July utility shock lands. For a mature SRS portfolio in a 5,000-point STI era, the question is never yield in isolation — it is yield minus the risk you are silently underwriting. With the 6-month T-Bill at 1.47% and my Forensic Floor anchored at 3.2%, any fuel-exposed transport equity needs to clear a credible 4.7% hurdle with gearing below 35% t
Netflix sinks 9.5% on earnings; Position for Tesla earnings on 22 April with 3x DLCs
$Netflix(NFLX)$ kicked off US earnings season by plunging 9.45% on Friday (17 April), as investors looked past better-than-expected results and reacted to news that co-founder Reed Hastings would step down as chairman. Amplifying the return, the Netflix 3x Short DLC surged around 29%, while the Netflix 3x Long DLC declined a similar magnitude. Among the US companies scheduled to report over the next two weeks are $Tesla Motors(TSLA)$ on 22 April, followed by Amazon, Alphabet, Meta, $Microsoft(MSFT)$ , and $Apple(AAPL)$ in the following week. Tesla has been on a recent short term uptrade, gaining around 15% over the past