Adobe agreed to buy Figma for $20B. Regulators refused to approve the deal, so Adobe walked away, and Figma went public. Figma is now trading at a $11.17B valuation. AI is destructive to SaaS!
1. Strong Fundamental Turnaround & Record Growth CPS Technologies has delivered consecutive record revenue quarters, including ~$8.8 M in Q3 2025 and strong year-over-year growth across 2025, demonstrating sustained demand for its advanced materials and hermetic packaging solutions. Revenue is up sharply after recent capacity expansion, and the company has returned to positive operating and net income — a clear turnaround from prior losses. 2. Clear Competitive Edge in High-Value Materials CPSH’s core products — metal-matrix composites (MMC) such as aluminum silicon carbide and advanced packaging — serve mission-critical applications in defense, aerospace, energy, transportation and power electronics. These materials command higher technical barriers to entry than commodity metal produ
*Already Confirmed or Announced for 2025/2026* Some companies have already recently been added or scheduled for inclusion: *• Ciena (CIEN)* — confirmed for S&P 500 inclusion, replacing *Dayforce*. *• Carvana* — added in late 2025 / early 2026 cycle. • Past additions in recent rebalancings (relevant context): CRH and Comfort Systems also added. *Potential Candidates* for 2026 S&P 500 Inclusion These stocks meet key eligibility criteria (U.S. listing, sufficient market cap, liquidity, profitability), and are widely discussed by analysts or in prediction markets as likely contenders: Near-Term (Q1–Q2 2026 Candidates) *1. Vertiv Holdings (VRT)* — strong odds in prediction markets for inclusion in upcoming rebalances. *2. SoFi Technologies (SOFI)* — fintech firm mentioned with roughly e
Is a sell now and definite buy back after SpaceX goes Public! SpaceX is gg public, it will definitely move Rocket Lab (RKLB) — but not in a simple “good or bad way. Think short-term noise, long-term separation. So best to sell it, takes profit and buy it back against after Space X goes public and settle down. Short term: pressure + comparison shock This is where RKLB can get hit. Why: SpaceX IPO would suck up massive capital and attention Institutions that wanted SpaceX exposure may rotate out of RKLB Media will frame Rocket Lab as “mini SpaceX” (not fair, but it’ll happen) Likely effects: (We r seeing it now!) Temporary sell-off or underperformance Valuation compression due to side-by-side comparisons RKLB judged against SpaceX metrics it cannot match (yet) This is the danger z
Why is a buy for CPS Technologies now? 1) Financial Performance Has Improved Return to Profitability CPS Technologies reported record revenue and profitability in early 2025, with $7.5 M in Q1 revenue and a return to operating profit after years of losses — even without revenue from a major past defense contract. � Q2 2025 revenue hit $8.1 M, a significant year-over-year increase, and the company posted operating profit again. Q3 2025 delivered $8.8 M in revenue, more than doubling prior-year figures and marking three consecutive quarters of record sales. This trend shows both top-line growth and improved margins, indicating CPS is moving into a more stable and scalable phase rather than just one-off spikes. 2) Expanded Contract and Product Base Large Follow-On Contract CPS secured a $15.5
Sharing my Read from Gd Financial Cents and why the price dipped. In mid 2025, Hims traded like a runaway winner. Market cap around $12.8B. Six months later, it sat around $6.94B. That is about $6.5B erased. And the reason has almost nothing to do with hair loss or ED. Hims built a clean business for years: Simple diagnoses. Fast shipping. Subscription revenue across hair, sexual health, dermatology, and mental health. Then they caught the biggest consumer health wave of the decade. Weight loss injections. Not the brand name versions. The cheaper compounded versions that exploded during shortages. That product line turned Hims into a rocket ship. It helped drive a massive jump in revenue and delivered the company’s first annual profit, according to the Financial Times. But the decisi
Analyst Forecasts: 1)Average target: ~US$60–65 2)Very bearish (~US$20–30) to 3)Very bullish (US$100+) Better Entry Price (Indicative) Risk-reward improves on meaningful pullbacks. Some valuation models suggest better entry zones around US$30–60, depending on execution progress.Buying after clear operational milestones (e.g. successful Neutron launch) can reduce risk. Why Rocket Lab Is High Risk? Execution risk: Heavy dependence on Neutron rocket success. Profitability risk: Not yet consistently profitable. Volatility: Stock can move 10–20% on news. Competition: Operates in the shadow of SpaceX. Valuation risk: Trades on future expectations rather than current earnings.
1. DBS Group Holdings (SGX: D05) — Banking heavyweight Why: Largest bank in Singapore and the STI, with strong balance sheet and high profitability. Healthy dividends and capital returns — attractive in a yield-focused market. Institutional optimism as Singapore equities are labeled “overweight” with banks as a key driver. � DollarsAndSense.sg +1 Role: Core defensive income + growth from regional expansion. 2. Oversea-Chinese Banking Corp (OCBC, SGX: O39) — Bank with diversified earnings Why: Large bank with diversified earnings streams (wealth management, insurance, etc.). Analysts expect OCBC to be a top STI pick for 2026 and yield growth as capital returns. � sginvestors.io Role: Dividend + relatively stable earnings. 3. Singapore Telecommunications (Singtel, SGX: Z74) — Defensive telec
Sharing my findings : For Long-Term, Risk-Tolerant Investors Potentially Yes — If you believe in: Continued revenue growth and margin expansion, Long-term demand in defense and advanced materials, Execution of new contracts and commercial products,then CPSH could be a growth-oriented speculative buy with meaningful upside potential. 📉 For Conservative or Short-Term Investors Maybe Not Yet — Because: It’s a micro-cap with volatility and limited analyst coverage, Profitability isn’t solidly consistent, Consensus from some models is only moderate buy or hold. Institutional & Insider Buying are noted, which can read as confidence from insiders and funds.
My take and read on China Aerospace. (I hold Aerospace @0.65) Pros (Bullish Factors) 1. Strategic Government Affiliation CASIL’s parentage links it to China Aerospace Science and Technology Corporation — a state-owned entity with deep involvement in national aerospace and defense programs. This relationship offers preferential access to large government contracts and strategic projects that other commercial players may find hard to secure. 2. Revenue Growth in Core Business Despite headwinds in property leasing, the company’s technology industrial segment (e.g., injection-molding, PCB, semiconductors) has delivered double-digit revenue growth recently. 3. Diversified Business Mix CASIL’s operations span multiple industrial sectors, reducing dependence on any single revenue source. In