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2025-06-20
Why I'm Bearish on Semiconductor Stocks — And Riding SOXS for Now
Semiconductor stocks like AMD and Micron are, without a doubt, solid companies with strong technology and important roles in the global tech ecosystem. However, despite their quality, I'm broadly bearish on the semiconductor sector as a whole right now. Micron Technology (MU) Advanced Micro Devices (AMD) In my view, semiconductor valuations have become stretched. Many of these companies are priced for perfection, with market enthusiasm often running far ahead of the underlying fundamentals. I believe a significant portion of the tech sector — particularly semiconductor stocks — is overvalued relative to actual earnings performance, guidance, and macroeconomic conditions. That’s why I’m not currently looking to buy into semiconductor names, even the strong ones. I'm waiting for a better ent
5.95K
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2025-06-20
Solar Stocks Crash: Are Tax Credits the Make-or-Break Factor?
Solar stocks have taken a brutal hit recently, with Sunrun and Solaredge plummeting over 40%, Enphase Energy sliding more than 26%, and First Solar shedding over 20%. The trigger? A U.S. Senate proposal to wipe out tax credits for solar and wind energy by 2028. This bombshell has investors running for the exits, but what does it really mean for the solar sector—and your portfolio? Let’s break it down. Why Tax Credits Matter Tax credits like the Investment Tax Credit (ITC) and Production Tax Credit (PTC) are the lifeblood of the renewable energy boom. They slash the upfront costs of solar installations and keep projects profitable, driving demand for companies like Sunrun (residential solar) and Enphase Energy (solar inverters). Without them, solar could become pricier for consumers, threat
TOPKristina_: Oof, tough times for solar… but tech innovation isn’t slowing down. I’m still bullish long-term — cleaner energy isn’t going anywhere. Might just be time to keep watch and stay patient. 👀🔋🌞
6.10K
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2025-06-22
🌟🌟🌟In 2020 Top Glove $Top Glove(BVA.SI)$ looked like a winning stock. The world was in the grip of Covid19, the demand for rubber gloves was exploding and Top Glove's profits were soaring. So I jumped on, not because I had done deep analysis. Not because I understood the long term risks but simply because I was afraid of being left behind. That is FOMO, the Fear of Missing Out. At first, it felt that I made the right call. The stock kept climbing but then came the cracks. Demand normalised, labour controversies surfaced and the market turned. The price kept falling and falling. Looking back I realised I wasn't investing. I was reacting. I let the crowd excitement become my conviction. I confused
TOPthis is great sharing. can relate to it!
7.55K
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2025-06-22
Classic Market Illusions! Have You Fallen for Them? We’ve all been there. One moment you’re feeling like Warren Buffett, the next you’re staring at your portfolio wondering where it all went wrong. Trading both US stocks and our local STI isn’t just about charts - it’s a psychological battlefield where our own minds become our worst enemy. The “This Time Is Different” Trap Remember when everyone piled into tech stocks in 2021? That little voice saying “this time is different” is your first red flag. Whether chasing meme stocks on Wall Street or jumping into Singapore REITs during property booms, we convince ourselves that past patterns don’t apply to our current “sure thing.” As behavioral finance research shows, “overconfident investors overestimate the quality of their information and un
8.22K
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2025-06-22
4. NVIDIA being “done for” Wah, I kena played by NVDA many times already! Last year I thought I very smart, short the stock at $120 because AI bubble sure burst right? Wrong lah! Jensen comes out in his leather jacket, say some fancy words about quantum whatever, and stock fly to $145. I panic sell at a loss while eating my instant noodles for dinner that week. Now I just follow the uncle at the coffee shop - he says buy NVIDIA, I buy. Simple life.[Helpless] 3. Tesla being “too expensive” Tesla is like that expensive girlfriend who drains your wallet but you cannot break up. I’ve been saying overpriced since $200, but the stock just keeps going up like our COE prices. Every time Elon posts some random robot picture on X everyone goes crazy and buys more. My Excel says the company w
TOPUnbelievable rally! It is going, like TSLA will reach 400 today.
1.33K
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2025-06-23
Oscar Health (OSCR): A Disruptive Insurance Tech Stock with Triple-Digit Upside Potential
$Oscar Health, Inc.(OSCR)$ Most investors wouldn’t think of a health insurance company as an exciting growth story. But Oscar Health (NYSE: OSCR) is no ordinary insurance business — it’s a tech-first disruptor that’s quietly building one of the most agile and efficient health insurance platforms in the U.S. market today. While the broader market has been obsessing over rate cuts, inflation data, and big-cap AI trades, Oscar has been executing quietly in the background, delivering explosive revenue growth, expanding its membership base by 5x in just a few years, and now — for the first time — turning a profit. Yet, the stock still trades like a distressed company. For long-term investors with a high-risk tolerance and a venture capital mindset, Osc
TOPSocial heat score of 85-90 across multiple platforms. Gotta love using A.I for the little guy. Hint...AMD is ready to move up big time as well. Oscar also could triple in 30 days or less. Saw this with super micro computers last year. Buckle up.
1.66K
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2025-06-21
Robo-Chauffeurs and the Road Ahead: Would You Hail a Driverless Future?
Robotaxis are rolling out—quietly, politely, and without asking how your day’s been. But are they worth the ride and the wager? The idea of climbing into a driverless car used to sound like a punchline from a Jetsons rerun. Now it’s just another Saturday in Silicon Valley. And this Saturday, it’s Austin’s turn. $Tesla Motors(TSLA)$ plans to launch its pilot Full Self-Driving (FSD) robotaxi programme there on 22 June. Would I try one? Honestly, I already trust my washing machine more than half the Uber drivers I’ve met. So yes, I’d give it a spin—especially if it doesn’t ask if I’m heading to a party. Your next ride has no driver—and no questions, either But here’s the real ride: robotaxis are no longer some distant moonshot. They're here, they’re
TOPSuch a good breakdown! Robotaxis are the next evolution, not just in transport but in margins. If Tesla nails this in Austin, it's game-changing—not just for cars, but for software and recurring revenue. Can’t wait to see how it plays out.🥳
6.36K
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2025-06-22
Market goes up and down. It’s true, in my case, the more I trade, the higher chance of losing [Facepalm][Spurting]. Having said that, I have different portfolios. One is simply buy with minimal trimming at a timeframe of 20+ years and counting. One is almost daily trading account. One is adding ever so slowly whenever I have some spare cash for the past 10 years, which sees occasional position adjustments. The first one, which I seldom touched, is still my leading account. It happened to contain some classic gold and silver miners, which helped to lift the overall portfolio. The frequently trading account has finally turned positive lately but it is still fluctuating between winning and losing. The third portfolio was initially a no-hoper, but after a trimming exercise a couple of years ba
TOPTotally relate! My “set and forget” tech picks are doing way better than my high-frequency trades 😂. Love how you’ve got different strategies working together — and uranium + REITs combo? Chef’s kiss 👌 Sometimes less is truly more!
1.68K
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2025-06-21
🚀 Next Week’s Stock Market Fireworks: Top Picks to Watch Starting June 23, 2025! 💥
The market’s gearing up for a wild ride as June 23, 2025, kicks off a week packed with earnings, geopolitical jitters, and sector showdowns. From tech giants to industrial underdogs, here’s your guide to the stocks set to steal the show. Whether you’re chasing quick trades or building a long-term empire, let’s dive into the hottest opportunities and how to play them. 🌎 Market Setup: What’s Cooking? Earnings Season Heats Up: Heavyweights like FedEx, Nike, and Micron are dropping reports, setting the tone for their sectors. Expect big swings as investors dissect guidance. Geopolitical Noise: Middle East tensions keep oil volatile, while Trump’s tariff threats loom over trade-sensitive stocks. The S&P 500’s hovering near 5,968, but a breakout or pullback is on the table. Fed Watch: After
TOPNice Sharing 😁 I might keep MU as a watchlist potential 👀 @Jes86188 @JC888 @Barcode @Shernice軒嬣 2000 @Shyon @koolgal
5.06K
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2025-06-23
90% Strategy Edge = No Guarantee: How to Stay Out of the Markdown Trap
A veteran investor with a 90% win rate over 10 years once remarked: “The key to investing is to stop being clever.” That statement cuts deep—especially when many investors mistakenly believe outsmarting the market is their edge. But as you're about to see, even smart people can—and do—lose money. The real question is: what phase are you in your investing journey? 🧭 The Four Phases of a Market Cycle Markets move in four distinct phases: Accumulation → Markup → Distribution → Markdown Smart money typically enters during accumulation when prices are flat—scanning for value. Retail investors often dive in during markup, driven by fear of missing out (FOMO). Yet entering at the top can lead to losses as distribution and markdown follow. 🤯 Why Even Smart Investors Lose Return-chasing behaviour:
4.52K
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2025-06-23
Micron Technology’s Earnings Report Preview: Is It Still a Smart Buy Before June 25th?
$Micron Technology(MU)$ The global semiconductor landscape is once again in the spotlight, and Micron Technology (NASDAQ: MU) stands near the center of this next great wave. The company, known for designing, manufacturing, and selling memory and storage solutions that power everything from cloud data centers to smartphones, is scheduled to release its fiscal Q3 2025 earnings report after the closing bell on June 25. Micron’s recovery over the past year has been impressive—but with the stock trading near recent highs and the broader market facing mounting macroeconomic and geopolitical uncertainty, investors are now asking one critical question: Should you buy Micron stock before the earnings report, or wait until after? In this in-depth article, we’
TOPMU stock has good reason to rise above 200, when it stock valuation compared to nVDA, AMD and AVGO. These stock have forward PE over 35. The war does not send them down 50%. You don't have to worry about MU..
6.10K
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2025-06-23
618 Shockwave: Xiaomi’s $35.5B GMV & the Hidden Tech Behind It!
618 Shopping Festival Performance SummaryGMV reached RMB 35.5 billion during the 618 Shopping Festival, up 35% year-over-year and 11% higher than Double 11 2024This performance was in line with expectations and equaled 71% of GSe's forecasted 2Q25 China smartphone and AIoT revenueHistorical comparison: 69% of 618 in 2024, 59% of 618 in 2023, 66% of Double 11 in 2024Smartphone performance:Ranked #1 in sales and GMV among domestic brands on the Jingdong platform4 of the top 10 best-selling models (Redmi K80, Redmi Turbo 4 Pro, Redmi 14C and Redmi Note 14 Pro)Strong performance in the ultra-high-end market ($6,000+), with the Xiaomi Mi 15 Ultra in the top 10Discount levels remained the same as last year, with an average discount of about 19% (excluding state subsidies), and up to 33% after su
22.09K
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2025-06-23
US Market Insights (June 23–27): All Eyes on Middle East Tensions
The $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ declined by 0.12% and 0.01%, respectively, last week.Major market movers included: $Apple(AAPL)$ (+2.3%), $NVIDIA(NVDA)$ (+1.3%), $JPMorgan Chase(JPM)$ (+3.8%), $Advanced Micro Devices(AMD)$ (+10.4%), $Coinbase Global, Inc.(COIN)$ (+27%), $Alphabet(GOOGL)$ (–4.6%), $Eli Lilly(LLY)$ (–6.9%), and $Visa(V)$ (–4.6%).Key economic eve
TOPConclusion · The bullish case is supported by the belief that institutional investors remain underexposed to the current rally. If they begin to deploy more capital, it could further propel the stock market higher. This may also explain why the recent Middle East tensions have had limited impact on U.S. equities—institutional inflows could be providing underlying support. · Equity markets are currently ignoring credit market risks, such as rising bond yields, as investors focus on longer-term tailwinds including potential deregulation, tax cuts, and a possible "big, beautiful bill" (i.e. fiscal stimulus or industrial policy expansion). · Long-term investors may consider broad-market ETFs like $SPDR S&P 500 ETF Trust(SPY)$ , $iShares Core S&P 500 ETF(IVV)$ , and $Vanguard S&P 500 ETF(VOO)$ (which track the S&P 500), $Invesco QQQ(QQQ)$ (tracking the Nasdaq-100), and $Roundhill Magnificent Seven ETF(MAGS)$ (tracking the Magnificent 7) to capture potential upside from a continued market recovery. · AI-related stocks outside the Magnificent 7, such as $ARM Holdings(ARM)$, $Palantir Technologies Inc.(PLTR)$ , $NVIDIA(NVDA)$, $Oracle(ORCL)$ , $Broadcom(AVGO)$ , and TSMC, continue to show strength amid renewed interest in risk assets.
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2025-06-23
Bill Ackman's $2.3 Billion Uber Bet: A Classic Value Play or Another High-Stakes Gamble?
$Uber(UBER)$ Bill Ackman is no stranger to bold moves. As the founder and CEO of Pershing Square Capital Management, he’s spent the last two decades building a reputation as one of the most daring and polarizing figures in finance. But even for someone known for placing outsized bets on a handful of high-conviction plays, his latest investment might be one of his boldest yet. In early 2025, Ackman disclosed a staggering $2.3 billion position in a company that many investors had long written off as a money-burning punchline: Uber Technologies. This wasn’t a position he tiptoed into—it shot straight to the top of Pershing Square’s portfolio, becoming his largest single holding almost overnight. It also marked the first time Uber had ever appeared in
TOP🌟🌟🌟🌟🌟🌟🌟🤖📈🅱️ U͎ L͎ L͎ I͎ S͎ H͎ 🚘 Uber deserves MAG8 status! The shift from negative margins to over $5B in free cash flow signals more than just a turnaround, it reflects durable pricing power, operational leverage & a platform that sits at the intersection of consumer mobility, logistics & AI-driven optimisation. Ackman isn’t chasing growth, he’s identifying underappreciated infrastructure with asymmetric upside! ⚫️⚪️ 🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀🟠
1.40K
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2025-06-23
🚀 Must-Know Stocks to Track on June 23: Unlock Today’s Market Edge! 💸
The market on June 23, 2025, is buzzing with action, driven by geopolitical tensions, surging crude oil prices, and standout sector performances. The Israel-Iran conflict is pushing energy stocks into the spotlight, while defense players like HAL and BEL gain traction amid strategic developments. Meanwhile, technology and fintech sectors are heating up, and dividend-paying stocks offer a steady anchor in this volatile sea. The Nifty 50 is feeling the heat, hovering near its critical support zone of 24,800-24,780—making today a pivotal moment for traders and investors alike. Key Market News & Stocks to Watch Here’s what’s moving the needle today and the stocks you can’t afford to miss: Energy Surge: Rising crude oil prices due to Middle East unrest are boosting stocks like ONGC, a heavy
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2025-06-23
🎁Capturing Top 10 Ex_dividend: MTN, FDX, NXPI, CINF, UHT...
1.Which High Ex-dividend Stock (on 23 June ~ 27 June) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $MTN$ and $FDX$ showing below are about to give decent dividends into "your pocket".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just prior to an ex-dividend date and sell shortly thereafter.2. YTD25 of the Above 10 Stocks are as Below:TradingView
TOPI think Seagate Technology can be bought, and it can be overweight on dips. Artificial intelligence and data will definitely need a lot of storage in the future.
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2025-06-23
🎁Weekly Higher EPS Estimates: MU, FDX, PAYX, CCL, AVAV & More
😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q1 earnings season.In this post, we have highlighted the top 10 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from June 23 to June 27.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly List of Stocks with Estim
TOPI think Micron mu can be invested in the long term. Performance and earnings are still good. Next, ai is also good.
5.10K
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2025-06-23
Classic Stock Market Illusions: How to Break Free and Trade Smarter
Trading U.S. stocks is a psychological battlefield where even seasoned investors fall prey to market illusions. These cognitive biases lead to costly mistakes, from chasing euphoric highs to panicking at sudden lows. As of June 23, 2025, the S&P 500 has gained 1.47% year-to-date (YTD), but volatility from geopolitical tensions and Federal Reserve policy shifts highlights the need to recognize these traps. Let’s explores five common market illusions, their impact on trading decisions, and strategies to stay disciplined. Common Market Illusions 1. The Confirmation Bias Trap Investors often seek data that supports their beliefs, ignoring warning signs. In early 2025, many held Advanced Micro Devices (AMD) expecting an AI-driven rally, despite U.S. export curbs to China. AMD’s stock rose 6