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2025-07-01
Why Lam Research (NASDAQ: LRCX) Is a Standout Semiconductor Play
I've noticed a flurry of institutional activity around LRCX: Vident Advisory boosted its stake by a whopping 971%, Vanguard by 893%, and other big names like FMR, Ameriprise, and Geode also stepped in during the latest quarter. That kind of backing from smart money suggests they see long-term value—potentially around next-gen chip equipment demand. Lam Research is one of just a few companies supplying critical wafer fabrication tools—etch, deposition, cleaning—to leading-edge fabs ($Taiwan Semiconductor Manufacturing(TSM)$, $Samsung Electronics Co., Ltd.(SSNLF)$, $Intel(INTC)$). Their tech enables the smallest transistor nodes (3 nm, 2 nm, and beyond), which are
TOPValerie Archibald: Given the current short-term trend, the stock is expected to rise 55.94% during the next 3 months and, with a 90% probability hold a price between $145.12and $152.69 at the end of this 3-month period. GLTA
1.13K
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2025-07-01
$UOB(U11.SI)$ Uob Bank - She is back to 36 dollars, looks rather interesting and hopefully it can rise up to test 36.30 than 37 and above! First Half results is near the corner! Dividend is coming! Nice! Pls dyodd. 17th May 2025: Uob bank - Chart wise, she had managed to trade above 35.12 and closed higher at 35.50, looks like this bullish momentum may continue to trend higher towards 36 than 36.30! Beyond 36.30, she may likely test 36.80 than 38.30. Pls dyodd. 12th May 2025: Yesterday Gapped up at 36.57 but wasn't able to hold and given back most of the gain, up 0.54 to close at 35.37. Price likely continue to rise up further towards 38 and above! Company bought back 300,000 share yesterday between 35.37 to 36.58. Pls dyodd. Uob bank - C
TOPUOB’s steady as ever. Strong support, upcoming dividend, and buybacks? Looks like a good hold into earnings season.😃
2.79K
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2025-07-01
Circle's $83 Reality Check from Goldman: A Generational Buy or a Prelude to a Crypto Winter?
The recent initial public offering of Circle Internet Group (CRCL), the issuer of the ubiquitous USDC stablecoin, has been nothing short of a spectacle. The stock’s meteoric rise from its IPO price of $31 to nearly $300 in a matter of weeks had all the hallmarks of a market mania. Now, as the dust begins to settle and the quiet period for underwriters expires, Wall Street’s heavyweights are weighing in, and their discordant chorus of price targets has created a fascinating and perilous environment for investors. At the heart of this debate is Goldman Sachs' initiation of coverage with a seemingly bearish "Neutral" rating and an $83 price target, implying a staggering 54% downside from its recent trading levels. This has ignited a firestorm of discussion: is this a golden opportunity to buy
2.16K
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2025-06-28
$GOOGL 20250801 155.0 PUT$ I have mixed feelings for Google. Been trying to buy it back but never successful so tried this $155 Put but don't think can get it when it expires. 🙏
TOPAlthough you can’t get it, you still can get the premium from selling put.🐂
1.54K
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2025-06-28
$HongkongLand USD(H78.SI)$ Huge run up Recently. Glad to hold onto this counter.
1.25K
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2025-06-28
$NIO-SW(09866)$ no words to say. Sold major stake and left with 100 shares
1.53K
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2025-06-28
$JD-SW(09618)$ big potential. pe only at 8 times, JD shd value at 12x to 15x earning to be fair.
TOPFor the long-term, I believe JD has investment value, but the financial reports of JD would not be as good as before in this year owing to the intense competition.
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3.89K
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2025-07-01
“Great and Beautiful Bill” Nears Passage: Who Wins, Who Loses?
$S&P 500(.SPX)$ US President Taco With the winds of Capitol Hill shifting in favor of bipartisan compromise, the so-called “Great and Beautiful Bill” is finally moving through Congress—an ambitious, sweeping package that’s stirring excitement on Wall Street and anxiety in select corners of the market. Backed by the President and enjoying tepid but growing bipartisan support, this bill combines major industrial policy initiatives, corporate tax reforms, domestic energy incentives, and digital infrastructure expansion. It’s being hailed as the most consequential economic legislation since the CHIPS Act and Inflation Reduction Act. Yet as with any major reform, not everyone comes out a winner. Investors, corporations, and consumers alike are now
TOPGood analysis!👍 It helps me learn a lot about this bill, and what do you think of the debate between Musk and Trump?
3.68K
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2025-06-28
$NVIDIA(NVDA)$ sold some shares, take profit. enter at a btr time.
732
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2025-06-28
$IONQ 20250627 37.5 PUT$ Ionq price continues to stay elevated, allowing me to earn some pocket money while waiting for the price to move down (It may actually not [Facepalm] ) I'm revising my buy zone to $20-$30 considering all the recent acquisitions particularly Oxford Ionics. If the deal goes through, IonQ will solidify its status as the ion-trap powerhouse that trumps even Quantinuum imo.
TOPInsightful sharing!👍 What are the other advantages of IONQ over Quantinuum?
1.39K
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2025-06-28
$META 20250627 690.0 CALL$ I am all out 100% META. I dont invest in stock, i invest in CEO Zuck!!
TOPThis seems like someone who invests TSLA for Musk, haha.
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906
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2025-07-01
$CapLand Ascendas REIT(A17U.SI)$ CapitaLand Ascendas - Indeed, she had managed to clear 2.66 and closed higher at 2.69 this is rather bullish and she may likely rise up to test 2.72 and above! Next, she may rise up to test 2.75 thsn 2.82. First Half results will be out in End July/Early August. Dividend is coming, nice! Pls dyodd. 27th June 2025: CapitaLand Ascendas - Yesterday closed at 2.66, looks rather bullish and she may likely continue to trend higher! With 10 years treasury yield turning weaker, reit may likely benefit! Pls dyodd. CapitaLand Ascendas REIT - The dividend gapped has more or less covered if you add back the 6.47 cents dividend plus current price of 2.63. Nice Free dividend! Chart wise, she is rising up to retest 2.66
TOPSolid update. With rates easing and dividend season coming, this looks like a classic steady grower. Good for portfolio stability.💪
4.09K
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2025-07-01
Beyond the Hype: Deconstructing the Palantir-Accenture Moat in the Federal Arena
The volatility in $Palantir Technologies Inc.(PLTR)$ stock is nothing new to those of us who follow it closely. A 10% plunge one day followed by a 5% surge on the back of a major partnership announcement is textbook PLTR. The latest catalyst for this whiplash is the newly unveiled collaboration with Accenture Federal Services, a move poised to deepen Palantir's already significant footprint within the U.S. government. But the pressing question for investors is whether this is a fleeting sugar rush or the foundation of a long-term, unbreachable moat in the lucrative, albeit complex, world of federal contracting. I see this partnership as more than just a press release-driven stock pop. It's a strategic alignment that addresses a critical bottleneck
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9.39K
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2025-07-01
AAPL chose GSAT is Elon Musk's Starlink loss.
A Good Mystery Novel. The relationship between $Apple(AAPL)$ and Starlink is a complex saga of : Strategic rivalry. Missed partnerships. Ever evolving satellite connectivity strategies. The whole story is objectively summarized. Enjoy ! The Timeline Satellite Ambitions (2015–2022): Apple launched Project Eagle, an initiative to build its own satellite network, in partnership with $Boeing(BA)$. Aim - to provide high-speed wireless internet directly to Apple devices, bypassing telecom providers. The project faced significant regulatory hurdles and risked alienating key telecom partners like AT&T and Verizon. Ultimately, Apple shelved the project and opted for a more cautious approach. Musk’s August Propos
TOPImpressive deep dive. I’ll be watching how the FCC rules — if GSAT holds its ground, this could be a nice long-term defensive tech play.[Strong]
2.68K
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2025-06-28
$Quantum Computing Inc.(QUBT)$ after Q1 2025 earnings - turning from loss to profits, next few quarters if sustained profitability, this will rocket easily. Now investors still conservative about the value of the stock. Watch closely Q2-Q3-Q4 earnings
TOPThanks for sharing! Do you think it’s a nice point to buy in now?
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