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07-27
(Part 5 of 5) - My investing muse (27jul2026)
My Investing Muse (27Jul2026) Layoffs, closures and Delinquencies (by Gemini & Grok) Key corporate and market stress signals (week of ~July 20, 2026): Major Layoffs British American Tobacco: ~9,000 roles (~20% of non-US workforce). Microsoft: ~4,800 global positions. Telefónica Germany: up to 1,100 roles (~16%). Verizon: ~3,000 affected (mostly store transfers + corporate cuts). Samsung: 800+ U.S. roles affected (many relocation offers). Entain: 500 positions. Closures/Restructuring Metro (Singapore): exiting Paragon and Causeway Point stores. Volkswagen: cutting model lines by up to 50% and reviewing European plants. Bankruptcies U.S. larger corporates: S&P reports 372 filings YTD—a 16-year high, led by industrial, consumer, and healthcare. Small businesses: Subchapter V filings u
TOPMeet0: Trimmed some VOO last week too. Layoffs plus delinquencies still look underpriced, so cash and hedges make more sense here
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07-27
Visa Fiscal Q3 2026 Earnings Preview: Resilient Volumes, High-Margin Expansion, and Tactical Option Setups
$Visa(V)$ reports its fiscal Q3 2026 earnings on Tuesday, July 28, 2026, after market close. Here is a breakdown of the key metrics to watch, Wall Street consensus, and potential short-term options trading setups. Wall Street Estimates & Key Metrics Visa management previously guided for low-double-digit net revenue growth and low-teen operating expense growth. Specific Metrics Investors Will Scrutinize: Cross-Border Spend: High-margin international travel volume is Visa's primary earnings engine. Investors will check if international consumer spend held up amidst global macro noise or summer travel tailwinds (e.g., European/FIFA events). Value-Added Services (VAS): Non-transactional services (cybersecurity, fraud prevention, open banking, tokeniz
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07-27
SoFi Q2 2026 Earnings Preview: Guidance and Volatility at a Critical Crossroads
$SoFi Technologies Inc.(SOFI)$ is scheduled to report its Q2 2026 earnings on Wednesday, July 29, 2026, before the market opens. Trading near $17.02 (down ~36% YTD and hovering near its 52-week low of $14.92), the stock is sitting at a critical crossroads heading into the report. Consensus Expectations (Q2 2026) Adjusted Net Revenue: $1.11B – $1.12B (~30% YoY growth) Adjusted EPS: $0.11 Net Interest Income: Projected at ~$714M (+38% YoY) Implied Volatility: Options markets are currently pricing in an ~8.7% move in either direction following the announcement. SoFi reported its Q1 2026 earnings on April 29, 2026. Despite posting record-breaking growth across top-line metrics and member adoption, the market reacted with sharp selling pressure — sendi
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07-27
More Turbulence Ahead
The Q2 2026 earnings season has revealed a divergence between the broader market and the highly scrutinized mega-cap technology space, while Wall Street banks and key defensive sectors like healthcare have delivered strong results. In the tech sector, sharp post-earnings stock declines for mega-caps like $Alphabet(GOOG)$ $Tesla Motors(TSLA)$ were generally not caused by poor revenue or core business growth. Instead, a clear pattern of “AI cash burn anxiety” emerged. Both Alphabet and Tesla handily beat top-line expectations, with Google Cloud revenues surging and Tesla delivering solid vehicle metrics. However, Alphabet’s massive infrastructure spending pushed its quarterly free cash flow into a negative
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07-27
Beginner’s Guide to the iShares Gold Trust (IAU) ETF – Part 1: Understanding Gold Investing
🟡 Beginner’s Guide to the iShares Gold Trust (IAU) ETF – Part 1: Understanding Gold Investing Gold has been valued for thousands of years. It has been used as money, jewelry, and a store of wealth during uncertain times. Today, investors no longer need to buy heavy gold bars or store gold coins in a safe. Instead, they can invest in gold through an Exchange Traded Fund (ETF) such as the iShares Gold Trust (IAU). If you are completely new to investing, this guide will explain everything in simple English. By the end of Part 1, you will understand what IAU is, why investors buy it, and how it fits into an investment portfolio. ⸻ 🌟 What Is an ETF? ETF stands for Exchange Traded Fund. Think of an ETF as a basket of investments that trades on the stock exchange just like an ordinary stock. When
TOPGolden puppy [Happy]
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07-26
Tesla’s 14.5% Plunge: Buying Opportunity—or a Warning That the AI Dream Is Getting Too Expensive? 🚗🤖
Alright we've got a good one here before we head in to a new week!! Teslas caused some discussion hey!? Let's break it down. ————————————————— A 14.5% fall in Tesla is not an ordinary $Tesla Motors(TSLA)$ earnings reaction. It is the market questioning whether Tesla’s AI, Robotaxi and robotics future can arrive quickly enough to justify the enormous spending happening today. The strange part is that Tesla’s operating figures were not all bad. Tesla produced 451,758 vehicles, delivered 480,126 vehicles and deployed 13.5 GWh of energy-storage products during Q2. Deliveries were also well above the company-compiled analyst consensus of approximately 406,000 vehicles. So why did investors react so harshly? Because Tesla is no longer being v
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07-27
US market hit by War & AI Capex Worries.
For the week ending 24 Jul 2026, there were only a few economic reports to reference. They hardly made a dent in the US market because there were stronger factors dampening, enabling US market to finish the week lower. Index Performance. US market - 3 composite indexes past week performances DJIA. For the week, it fell by -0.4% to close at 51,947.25, despite a late rebound on Fri, 24 Jul 2026. S&P 500. Slipped by -1.03% over the 5 days to 7,411.98, marking its 2nd consecutive weekly decline. Nasdaq. Down by -2.90% for the week, closing at 24,975.82 due to heavy selling in mega-cap tech and the "Magnificent 7". Key Catalysts. Broadly, there were 4 key factors that caused the wild swings in US market, especially the tech index. Geopolitical & Energy Shocks: Brent crude surged past $1
TOPNice Sharing 😁 @Barcode @Aqa @DiAngel @Shyon @koolgal @SherniceXuan 2000
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07-27
$Apple(AAPL)$ Apple 🍎🍎🍎🍎🍎 go go go to the moon!!!
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07-27
$Tesla Motors(TSLA)$ seems weak. hopefully there will be a merger with SpaceX
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07-27
$UOB(U11.SI)$ This is one of the trio Giants in banking. Funds are coming in to buy up their Shares especially before earnings in early Aug. Uob being the cheapest is playing catch up and has climbed. Still undervalued & paying good dividends. But before the next leg up.
TOPOCBC is also one of my top three financial blue-chip stocks. Keep it up, come on. 💕 🚀 🚀 🚀 🚀 🚀 👍 👍 👍 👍 👍 💕
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07-25
$Datadog(DDOG)$ Take profit as the stock is trading above its intrinsic value of 136
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07-25
$UOB(U11.SI)$ Erm...can anyone tell me if the potential flag is bearish? I am not sure anymore T_T
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07-25
$Alphabet(GOOGL)$ recently pullback. added a few shares and continue to hold first. Google is king.
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07-26
$BitMine Immersion Technologies Inc.(BMNR)$ Hope to see -30k USD soon ☺️
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07-26
$SOXS2 20260821 5.0 CALL$ It's supposed to be better prior to its principal consolidation... if there's no shares consolidation, $5.1 now could easily be $6! As this call options follow its principal, it is probably difficult for a big payout at the end of the day. I can't play with this anymore after its principal consolidation. Need to hunt for my next game...
TOPI sold these calls last week too, theta was brutal
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07-26
$ProShares Ultra Silver(AGQ)$
TOPMay you stay true to your belief. Congratulations 🥰🥰🥰🌈🌈🌈💰💰💰
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07-27
$BB 20280121 5.0 CALL$ AI narrative on track, brace though this tough period and will see the rainbow
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07-27
$BlackBerry(BB)$ I am ready for Monday BB!
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07-27
$Palantir Technologies Inc.(PLTR)$ to hold or to sell? Hard to decide
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07-27
$Schwab US Dividend Equity ETF(SCHD)$ the power of compounding, just keep buying...