Nvidia is on its way to become the first 4Trillion company and for its bullish growth this past 2 months of intense growth. Another thing i notice is Nvidia is now the single biggest contributor to gains in Nasdaq-100 and S&P 500, it is indeed similar to what Apple was during the iPhone boom. I do feel that Nvidias trend positioning is extraordinarily bullish — not just as a stock, but as a defining asset of this tech supercycle. Talking about Nvidia, with its Blackwell and Rubin chips, Nvidia maintains a technological lead of 12–18 months over competitors like AMD and Intel. I will say this is very impressive for a tech company perspective. Now talking about risk. Firstly, geopolitical shocks like trade bans and taiwan tension. Secondly, tech rotation, the cycle might s
$Lululemon Athletica(LULU)$ Lululemon just dodged a 46% tariff bullet -thanks to the newly signed U.S.-Vietnam trade deal, which locks on a 20% tariff on Vietnamese exports & slaps s 40% levy on transshipped goods. For a brand that sources heavily from Vietnam, this could've been a knockout blow [OMG] . Instead, it's more of a bruising body shot [Spurting] . But here's the twist: Despite the "Relief" , LULU stock hasn't exactly struck a warrior pose. It's still down over 40% from it's 2023 highs, hovering near key support in the $225-240 zone, a level that's historically sparked rebound 🪃. Technically, the chart's still in the downward dog: MACD is below the 0 line - momentum remains Bearish 🐨. RSI at 41.81 suggest we're
$S&P 500(.SPX)$$Tesla Motors(TSLA)$$NVIDIA(NVDA)$ 🔥🚀📰6330 and Climbing: The S&P Hits History as America Rewrites Its Playbook📰🚀🔥 Market watchers, take a breath. 03Jul25, 🇳🇿NZ Time, wasn’t just another rally; it was a milestone. The S&P 500 surged to an all-time high of 6323.50, clocking a +48.50 point gain, or +0.77%. That move didn’t just break resistance, it signalled something deeper: institutional conviction is back, and the tape shows it. 📈 Sentiment Surge: Fear Turns to Extreme Greed The Fear & Greed Index closed at 78; squarely in “Extreme Greed.” That’s a full 30-point shift from the same period last year, when it hovered in “Neutral” te
Block (XYZ) - Are We Seeing New Opportunities And Strength Coming?
$Block, Inc.(XYZ)$ is showing signs of renewed momentum, with several strategic moves and product innovations that could unlock fresh upside, it is definitely experiencing a dynamic period with both opportunities and challenges. In this article I would like to share the breakdown of the current landscape that is contributing to the cause. I am holding Block (XYZ) as one of the fintech in my long term portfolio. Growth Engines Gaining Traction Square Ecosystem: Gross profit rose 9% YoY, with gross payment volume up 8.2% on a constant currency basis. Square is regaining market share through product innovation and deeper partnerships. Cash App Expansion: Block is targeting younger users and families, while rolling out Cash App Borrow nationwide after
What’s The Impact Of The “Great And Beautiful Bill”? Which Stock Sectors Could Feel The Shockwaves?
$Centene(CNC)$$CATAPULT GROUP INTERNATIONAL(CAT.AU)$$Intel(INTC)$$NVIDIA(NVDA)$$Molina Healthcare(MOH)$ On Capitol Hill, a sweeping piece of legislation — dubbed by its supporters as the “Great and Beautiful Bill” — has just cleared the Senate, promising to reshape federal spending priorities in ways that could ripple across the economy. Investors are already scrambling to assess the winners and losers of this ambitious, controversial policy shift. The bill combines major Medicaid funding cuts, infrastructure spending initiatives, and tax policy changes, designed to rein in
I’ve been following some of these top 10 companies closely—especially the big three banks. I hold DBS for its strong digital push and solid dividends. OCBC and UOB are also strong performers, but DBS stands out to me for its regional leadership and consistent results. I’m also watching Wilmar and Singtel. Wilmar's exposure to the food supply chain is a good inflation hedge. Singtel’s ongoing restructuring and regional investments could unlock more value, so it’s on my watchlist. I’ve been tempted to start a small position soon if the price dips. Flex Ltd surprised me—I didn’t realize they had such a strong presence in Singapore. I also think Keppel Corp or ST Engineering could join the list in the near future, especially with their push into renewables and defense tech. Curious what other
I’m impressed by $MercadoLibre(MELI)$ strong momentum. With physical retailers still controlling 85% of spending in Latin America, MELI has huge room to grow. Its GMV and revenue growth, especially in Brazil, Mexico, and Argentina, shows it's gaining market share fast. The consistent user growth and expansion into categories like groceries make it even more attractive. I’m keeping a close eye on its next earnings. Oracle also looks promising. The OpenAI data center news and the massive $30B cloud deal show Oracle’s growing role in AI infrastructure. With cloud revenue up 24%,
$110K Bitcoin Bonanza: Which Crypto Stock Will Skyrocket Your Portfolio?
Bitcoin has blasted past $110,000, igniting a fire under crypto-related stocks and sending traders scrambling for the next big winner. In premarket action, SharpLink Gaming (SBET) soared over 16%, while Bit Digital ( $Bit Digital, Inc.(BTBT)$ ) climbed more than 14%. With the crypto market buzzing, the question is: which stock should you snap up to ride this wave? Let’s break it down, weigh the contenders, and pick a champion. SharpLink Gaming: The Ethereum Heavyweight SharpLink Gaming isn’t messing around. Originally a gaming and tech outfit, it’s now a crypto powerhouse with a jaw-dropping 194,000 ETH in its treasury—valued at roughly $507 million. That’s a bold bet on Ethereum, bought at an average price of $2,611 per ETH. With plans for a $1 b
$Robinhood(HOOD)$ Robinhood (HOOD) stock has staged an impressive rally in 2025, soaring more than 147% year-to-date. This surge reflects renewed investor optimism, a rebound in growth stocks, and a crypto-fueled bull market. But the sharp rally also raises important questions about whether the stock is now too expensive, and whether investors should still consider it a buy, hold, or sell at current levels. In this extended analysis, I’ll walk through how Robinhood has performed recently, why my own rating has changed multiple times over the past two years, and why I believe patience is warranted at this juncture. Why My Ratings on Robinhood Have Fluctuated Over the last two years, my recommendation on Robinhood has not been static. I’ve moved the
$Apple(AAPL)$ Apple just lit the fuse. After months of underperformance and skepticism, the tech titan is showing signs of life — and investors are asking: is Apple finally rejoining the “Magnificent 7” rally? With AI features launching, product refreshes on the way, and a fresh wave of bullish sentiment following WWDC 2025, the question now is whether Apple is back in breakout mode — and if you should buckle up for the ride. 🚀 Apple Reignited: What’s Driving the Surge? After being the laggard of the Mag 7 group for much of the year, Apple is now catching up. Here's what’s powering the move: AI Push: Apple Intelligence has entered the chat. With ChatGPT integration, new Siri capabilities, and AI-native features rolling out on devices, Apple
I will not trade big banks now. I think the golden time to buy would be before the rate hikes where the subsequent rate hikes helped banks to take in huge earnings. Even if Michelle bowman ease regulations on the banking industry, there is no denying that rate cuts would dent the earnings of banks. It is widely expected that there should be 2 rate cuts this year and knowing Trump, there must be more to come. Given trump’s unpredictable nature, he may also change his mind or pressure Michelle to do what he wants. I expect banks to still do well as rates are sti much higher than historical rates. From Q1, rates have been held steady. So I expect the big banks to still deliver stellar earnings. The impact of rate cuts will likely be seen next year if indeed 2 rate cuts materialise this year
I have ocbc and CapitaLandInvest. I regret not buying dbs earlier during the covid time when it was $20. Subsequently always felt that it was too expensive to buy and it has continue to climb higher. My only consolation is that if the SG banks, at least I have ocbc. I have CapitaLandInvest as I believe that its robust real estate will bring in high returns along with good dividends. I’m familiar with the above 10 except flex which I have never heard before. Thank you for pointing this out for me to look into. Any of the SG banks will offer good returns. I wouldn’t invest in the rest as there are threats facing these companies such as rising competition, legal threats for Wilmar, lack of convincing future growth or capturing market share for singtel. I think CICT should make it to the l
$S&P 500(.SPX)$$Cboe Volatility Index(VIX)$$NVIDIA(NVDA)$ 🚨📰🗞️🚨📊🔥Fiscal Firepower: Big Bill Breakout Drives $SPX to Euphoric Highs🔥📊🚨 📰🗞️🚨 BREAKING NEWS: Trump's 'One Big, Beautiful Bill' will pass in the House, sending the historic legislation to the President's desk 04Jul25 NZST 🇳🇿 The US market just delivered its third record high this week, with the S&P 500, Nasdaq, and Dow all closing at fresh peaks! Momentum breadth is widening, options flows are clustering, and sentiment is pushing toward euphoria. While many see a smooth rally, I see a confluence of structural positioning, cycle symmetry, and macro mispricing that calls for calculated aggression,
✨️WHAT IS UNITED HEALTH STOCK✨️ Headquartered in Minnesota, UnitedHealth is one of the most influential players in the U.S. healthcare system. The company operates a suite of offerings including health maintenance organizations, preferred provider organizations, point-of-service plans, and managed fee-for-service programs. As of now, UnitedHealth commands a market capitalization of $280 billion. However, its stock performance has been anything but steady. In the past three months alone, UNH has slipped 40%. From its 52-week high of $630.73, the drop extends to 50%, a fall that has rattled long-time shareholders. Yet, beneath this decline lies a potential value proposition. Currently, UNH trades at 13.7 times forward adjusted earnings and just 0.69 times sales, Both of these valuation metri
✨️WHAT DOES PALANTIR DO?✨️ Founded in 2003, Palantir began with a bold mission to support national security through smarter data. Fast forward, and it now powers decision-making across governments and industries through Gotham, Foundry, and its newest force multiplier launched in 2023, the Artificial Intelligence Platform (AIP). This is not just software, but strategic infrastructure. Palantir enables institutions to transform fragmented data into operational clarity and action. With a market capitalization of $308 billion, the firm is a software titan in the large-cap arena. PLTR stock has been on a tear of late. Up 80% year-to-date (YTD), PLTR stock brushed a 52-week high of $148.22 on June 26 before cooling off slightly. Even in a shaky macro environment, Palantir is wearing the crown a
SG60 $800 Voucher: Where Would You Prefer to Spend It?
$SGX(S68.SI)$ Singapore’s SG60 Jubilee Gift Is Here—And It’s Sparking Debate on How Best To Use It Singapore’s much-anticipated SG60 national voucher program has officially launched, offering every eligible citizen an $800 digital voucher as part of the country’s 60th anniversary celebrations. The initiative, designed to stimulate domestic demand while celebrating the nation’s remarkable growth story, has already generated widespread buzz—not just for the generosity of the amount but also for the choices it forces upon recipients: where, and how, to spend it most wisely. For investors, consumers, and businesses alike, this program is more than a feel-good headline. It reflects a unique policy experiment at the intersection of fiscal stimulus and
Lyft Isn’t Dead—It’s Just Running Leaner, Meaner, and Hedge Fund Approved
David Tepper’s wager on Lyft smells less like tech hype and more like a calculated turnaround play—but is it worth following him in? The Numbers Don’t Lie—And They’re Getting Better After years of spraying cash at growth, $Lyft, Inc.(LYFT)$ is finally turning the wheel toward discipline. In Q1 2025, adjusted EBITDA jumped to USD$61 million—nearly triple the USD$22 million a year earlier. The net loss shrank dramatically from USD$187 million to USD$31 million. That’s not just progress—it’s a pivot. But what’s driving the margin lift? It’s not only cost-cutting. Lyft has overhauled its driver incentives model, relying more on algorithmic pricing than blanket promotions. Airport rides—typically more lucrative—are rising as a share of total volume, an
🪙WHAT IS ROBINHOOD?🪙 Robinhood is an American financial services company (based in Menlo Park, California) known for its commission-free trading platform that allows users to invest in stocks, ETFs, options, and cryptocurrencies. It also offers cryptocurrency wallets, wealth management, credit cards and other banking services, some in partnership with banks insured by the FDIC, as well as a news website, Sherwood.News. Robinhood was founded in 2013 with the goal of making investing accessible to everyone through its mobile-first approach. The company's revenue comes from transactions (including payment for order flow and markups on cryptocurrency; 63% of Q1 2025 revenues), net interest income (primarily from margin lending, interest earned on customers' cash bala
🟩 🏠 Singapore's Bold Property Cooling Measures are here! Dive into this packed-with-insights video where we’re shedding light on how these game-changing updates are shaking up Singapore’s property scene and what it means for your investment decisions. From increased seller’s stamp duty rates to extended holding periods, join Iggy as he breaks down these decisive government moves designed to curb speculation and stabilize the market. 📈 Whether you're tracking the impact on major property players like Frasers Property and UOL Group, or wondering how this affects your financial strategies, this video is your essential guide. We explore the ripple effects on private home prices, why the timing matters, and how seasoned developers might actually benefit in the long run. Plus, we touch on the ch
From Retail Paradise to the Tokenization Boom: Robinhood’s Opportunities and Risks
Robinhood $Robinhood(HOOD)$ has recently become one of the strongest-performing stocks in the U.S. equity market. Just this week alone, its share price surged nearly 15%. But the enthusiasm surrounding Robinhood didn’t start recently—the company’s stock has already quadrupled over the past year. As a brokerage platform primarily offering securities trading, how has Robinhood managed to stand out in a fiercely competitive fintech landscape and become the darling of the market? Is this rally a revaluation story—or another case of excessive market hype? Source: investors.robinhood.com Introduction of Robinhood Robinhood is a U.S.-based online brokerage platform whose core services include trading of stocks, ETFs, options, and cryptocurrencies. Its de