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Mickey082024
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2025-07-10

Trump’s Tariff Escalation: Implications for U.S. Equities, Consumers, and Strategic Portfolios

$S&P 500(.SPX)$ $Wal-Mart(WMT)$ $Target(TGT)$ $Amazon.com(AMZN)$ On Monday, July 7, President Donald Trump formally announced the reinstatement — and in some cases, escalation — of tariffs on a range of U.S. trading partners. The news was a notable disappointment for investors, many of whom had been anticipating the possibility of deals to lower trade barriers or at least preserve the pause in tariffs that had been in place since April. Instead, letters sent to key U.S. trading partners outlined a schedule of tariff increases set to take effect August 1, 2025, including 25% tariffs on imports from South Korea and Japan
Trump’s Tariff Escalation: Implications for U.S. Equities, Consumers, and Strategic Portfolios
TOPVenus Reade: You don’t buy Amazon for e-commerce; you buy it for AWS. That will be the growth driver for the next 5 years
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The Investing Iguana
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2025-07-10

CPF-OA Playbook 2025: Five Battle-Tested Singapore Stocks for Bullet-Proof Growth and Income | 🦖 #TheInvestingIguana EP970

🟩 💡 Ready to turn your $100K CPF into a potential $227K? This 2025 playbook is packed with insights to help you rethink your CPF investment strategy and grow your retirement savings smarter, not harder. Join Iggy from The Investing Iguana as he sheds light on why settling for 2.5% CPF OA interest might be riskier than you think and how to harness the power of CPFIS to unlock higher returns. 📈 In this video, we’re diving into: - Why inflation erodes your CPF savings over time. - The CPFIS rules that give you an edge in investing. - Top 5 Singapore stocks and REITs for 2025, including DBS, UOB, and Mapletree Logistics Trust. - How to craft a diversified, resilient CPF OA portfolio. - Managing risks and building long-term strategies to grow your money. Whether you're looking to make smarter i
CPF-OA Playbook 2025: Five Battle-Tested Singapore Stocks for Bullet-Proof Growth and Income | 🦖 #TheInvestingIguana EP970
TOPfluffix: This insight could truly change how we view CPF investments
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Mickey082024
·
2025-07-10

Copper’s Tariff Shock: Is the $5 Breakout Just the Start of a Supercycle?

$Copper - main 2509(HGmain)$ $Tesla Motors(TSLA)$ Copper, long dubbed the lifeblood of modern economies, is suddenly grabbing headlines again. After years of steady but muted trading, copper futures have staged a powerful breakout in 2025 — propelled by a combustible mix of rising demand, tightening supply, and a dramatic policy twist: a proposed 50% tariff on copper imports into the United States announced by former President Trump on the campaign trail. This policy shock has jolted the market and left investors, manufacturers, and electric vehicle makers scrambling to assess the implications. Could this mark the beginning of a sustained supercycle in copper? Or is it simply a speculative spike doome
Copper’s Tariff Shock: Is the $5 Breakout Just the Start of a Supercycle?
TOPJimmyHua: No doubt copper’s heating up — but whether it’s a supercycle or just policy smoke and mirrors is still up in the air.
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Hot
Barcode
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2025-07-10
$NVIDIA(NVDA)$ $Uber(UBER)$ $Tesla Motors(TSLA)$ 📈🅱️ U͛ L͛ L͛ I͛ S͛ H͛🔺🦥📈🧠🔥💸 Investing Sins 101: Confessions from the Swing Trade Confessional 💸🔥🧠 I’ve traded long enough to know: the market doesn’t punish you for your strategy, it punishes you for your sins. But these aren’t sins of morality; they’re habits that compound loss. Every trader has met them. The difference is, I don’t entertain them twice. Let me walk you through how I navigate them: real trades, real rules, and a real edge forged from discipline. 💼 Pride: The “I’m Right, the Market’s Wrong” Trap I don’t play hero. When $TSLA rejected $330 recently, I saw traders double down, frozen by ego. Not
$NVIDIA(NVDA)$ $Uber(UBER)$ $Tesla Motors(TSLA)$ 📈🅱️ U͛ L͛ L͛ I͛ S͛ H͛🔺🦥📈🧠🔥💸 Investing Sins 101: Confessions from the Swing Trade Confessional 💸🔥🧠 I’ve tr...
TOPKiwi Tigress: ✨💡📊Not even in $MARA but that entry at $18.31 was cold. Like actually mapped, not vibes. Respect for booking and not marrying the breakout.
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Mrzorro
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2025-07-10
Mapping Temasek's 2025 Portfolio: Net Value Achieving Historic Highs Amid Global Tensions In the financial year ended March 31, 2025, Temasek Holdings achieved a historic milestone with its net portfolio value (NPV) reaching S$434 billion (approximately US$324 billion), marking an increase of S$45 billion or 11.6% compared to the previous year.  This remarkable growth was primarily driven by the robust performance of Singapore-listed companies within its portfolio, alongside strong direct investments in key global markets such as China, the United States, and India. When factoring in a mark-to-market valuation of unlisted assets, Temasek's portfolio value would be even higher at S$469 billion, reflecting a value uplift of S$35 billion from its unlisted holdings. Portfolio Composition
Mapping Temasek's 2025 Portfolio: Net Value Achieving Historic Highs Amid Global Tensions In the financial year ended March 31, 2025, Temasek Holdi...
TOPIrmaBurke: Temasek’s long-term vision amidst global uncertainties is inspiring.
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Futures_Pro
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2025-07-10

COMEX Copper Futures Surge: Will the Rally Continue?

Last night, COMEX copper prices experienced an extraordinary surge, with intraday gains exceeding 10% and a peak increase of 17%, setting a historic record. This dramatic movement caused a stir in the market, prompting widespread discussion about the reasons behind the spike in copper futures prices and the potential duration of this rally.Core Drivers Behind the Surge1. Sudden Stimulus from U.S. Tariff PolicyU.S. President Trump unexpectedly announced last night that he is considering imposing an additional 50% tariff on imported copper. This announcement far exceeded prior market expectations and triggered an intense market reaction.Market participants fear that, if implemented, the tariffs will create a structural shortage in U.S. copper supply. This concern led traders and downstream c
COMEX Copper Futures Surge: Will the Rally Continue?
TOPHaroldAnderson: This tariff news could spark wild price swings.
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koolgal
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2025-07-10

Nvidia Breaks The USD 4 Trillion Barrier! Is USD 5 Trillion Next?

🌟🌟🌟Nvidia $NVIDIA(NVDA)$  just did the unthinkable - It became the first company in history to hit a USD 4 Trillion market cap.  That is not just a milestone, it is a seismic shift in the financial landscape. Citi has raised its target price from USD 180 to USD 190, citing explosive sovereign AI demand and Nvidia's dominance in data center infrastructure.  I am already up 35% and staying strapped in because this rocket is not done climbing. How Jensen Huang Supercharged Nvidia's Ascent  Nvidia's journey from a gaming GPU maker to a USD 4 Trillion AI juggernaut is nothing short of amazing.  Behind the scenes, CEO Extraordinaire Jensen Huang has orchestrated a series of bold moves that rewrote
Nvidia Breaks The USD 4 Trillion Barrier! Is USD 5 Trillion Next?
TOP1PC: Congratulations 👏🎉. Shareholders [Happy]. Nice Sharing 😁 @Jes86188 @Shyon @Aqa @Barcode @JC888 @Shernice軒嬣 2000 @yourcelesttyy
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nerdbull1669
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2025-07-10

Can We See SoFi Crossing Over $25 Before Its Next Earnings?

$SoFi Technologies Inc.(SOFI)$ has indeed been a volatile stock, and its ability to cross above $25 in the near term, even with its expanded investment offerings and venture capital access, is a complex question with mixed opinions from analysts. So in this article I would like to explore whether SoFi can crossed above $25 before its earnings in which it is one that sits right at the intersection of asymmetric upside and macro-aware skepticism. Can SoFi Break Above $25? Technically? Yes. Probabilistically? It depends on execution and sentiment follow-through. In the next section, we will discussed how the setup might looks. Bullish Catalysts Expanded Investment Offerings SoFi just launched access to private market funds from Cashmere, Fundrise, an
Can We See SoFi Crossing Over $25 Before Its Next Earnings?
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JC888
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2025-07-10

TSLA & SpaceX kill by Musk's America Party !

Tesla, Robotaxi & "America Party" Elon Musk is currently at the center of several major developments: (1) Tesla faces negative press regarding its upcoming Q2 2025 earnings, with analysts predicting a significant drop in profits and vehicle deliveries down -13.5% YoY. (2) Robotaxi launch in Austin has drawn regulatory scrutiny after videos showed vehicles making dangerous errors, including driving on the wrong side of road and abrupt stops. The National Highway Traffic Safety Administration (NHTSA) is actively investigating these incidents. (3) Launched a third political party, the "America Party," positioning it as an alternative to the Republican and Democratic parties. This move follows a public fallout with Donald Trump over federal spending and policy directions. Musk's Motives 1.
TSLA & SpaceX kill by Musk's America Party !
TOPGuavaxf3006: One reliable indicator on what the insiders know and feel is look at what these insiders are doing. Several key executives have been leaving the group, the latest being the head of X and Elon Musk’s right hand man at Tesla. Secondly, the directors who have been selling their shares. And this include the chairperson and Elon’s own brother.
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Binni Ong
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2025-07-10

Projecting NVIDIA’s Next Move - $217 is NVDA Calculated Target level?

I wrote about NVDA possible break of all time high here: https://ttm.financial/post/447591210709384. NVIDIA ( $NVIDIA(NVDA)$ ) has surged to new all-time highs, crossing above a key resistance near USD 152.85. The strong breakout reflects ongoing bullish momentum as the stock continues to benefit from AI and chip sector tailwinds. To estimate potential upside levels, two common methods are used (we can’t use historical price levels as this is a ATH): Measured Move – projects the height of the previous range. Fibonacci Extension – uses key ratios to estimate price targets beyond resistance. Target Calculations: Measured Move: Base Low: USD 86.92 Breakout Level: USD 152.85 Ran
Projecting NVIDIA’s Next Move - $217 is NVDA Calculated Target level?
TOPtwiddly: Fantastic analysis! Excited for NVIDIA's journey! [Wow]
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UOB Asset Management
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2025-07-10

The Big Beautiful Bill: Another nail in the coffin for US exceptionalism?

The bill will cause US debt to escalate over the next decade The cost of servicing this debt could materially impact the US's growth outlook Investors should consider broadening their fixed income exposure beyond US Treasuries It’s been a tense month. Republican lawmakers debating President Trump’s megabill have not all been in favour. Elon Musk called it “utterly insane and destructive”. Despite such strong words, President Trump’s last-minute concessions were enough to get the bill passed, albeit by the thinnest of margins. It was signed into law last Friday, marking a new era of indebtedness for the US government. Now that there is no going back, here are some highlights on what this could mean for the US economy and US assets: Unprecedented borrowings The current US federal debt is US$
The Big Beautiful Bill: Another nail in the coffin for US exceptionalism?
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Xaddy_Analyst
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2025-07-10

Wall Street’s Cash Cannon: Bitcoin Soars to $112K—Are You Following the Smart Money?

Bitcoin just smashed through $112,000, a jaw-dropping new all-time high that’s got the market buzzing. This isn’t your average pump-and-dump—this is institutional muscle flexing, with big money betting on crypto like never before. From ETF explosions to corporate war chests, the smart money’s moves are reshaping the game. But what does it mean for you? Should you jump on Sharplink’s hype train? And when it’s Bitcoin vs. Ethereum, which one’s your winner? Buckle up—here’s the full scoop. The Institutional Invasion: Why Bitcoin’s at $112K Forget the days of basement miners and Reddit rallies. Bitcoin’s latest leap is a Wall Street production, and the numbers are wild: ETFs Are Eating Bitcoin Alive: Spot Bitcoin ETFs are sitting on nearly $150 billion in assets. BlackRock’s IBIT alone holds o
Wall Street’s Cash Cannon: Bitcoin Soars to $112K—Are You Following the Smart Money?
TOPSiliconTracker: Mixing BTC stability with ETH growth potential aligns well with institutional trends
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Xaddy_Analyst
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2025-07-10

Nasdaq Soars to New Heights: Is 6,600 the Next Stop for the S&P 500?

$NASDAQ(.IXIC)$ The Nasdaq just smashed its own record, closing at an all-time high as investors cheer progress in trade tariff negotiations. This wave of optimism is spilling over to the S&P 500, with Goldman Sachs upping its game: a 12-month forecast now at 6,900 (from 6,500) and a year-end target of 6,600 (up from 6,100). So, can the S&P 500 really punch through to 6,600 this year? Buckle up—let’s break it down. Nasdaq’s Surge Lights the Fuse The Nasdaq’s latest peak isn’t just a tech flex—it’s a signal. Investors are riding high on hopes that trade tariff talks will ease global pressures, giving companies a profitability boost. This isn’t a solo act either; the S&P 500’s been soaking up the good vibes, inching closer to uncharted
Nasdaq Soars to New Heights: Is 6,600 the Next Stop for the S&P 500?
TOPEVBullMusketeer: Positioned for Fed cuts and trade outcomes or hedging against geopolitical risks now?
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Option Witch
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2025-07-10

Is SoFi Stock Next Robinhood? Sell Puts for Income or Discounted Entry

SoFi stock is gaining momentum as Trump’s tax plan fuels optimism for its student loan business. With bullish growth targets and crypto expansion ahead, investors are positioning for upside. A popular strategy: selling $21 strike puts for a $198 premium—either earning income or buying the stock at a discount.Trump Tax Plan Sparks Market Optimism For SoFi StockSoFi Investors responded to the latest policy changes proposed by US president Donald Trump. Trump's tax bill would lower the cap on how much graduate students can borrow from the federal government, creating a funding gap for higher education. That gap in funding could create an opening for private loan providers, and SoFi, long known for its student loan and refinancing business, is well-positioned to benefit, as per the report.SoFi
Is SoFi Stock Next Robinhood? Sell Puts for Income or Discounted Entry
TOPfluffzo: Selling puts sounds like a smart strategy! Just be sure to weigh the potential risks too.
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Tiger_chat
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2025-07-10

🎁HSI → The Milk Tea Index? What Era Windfalls Have You Experienced?

Free Milk Tea Every Week?On July 2, Taobao Flash Sale $Alibaba(BABA)$ announced a 50 billion RMB subsidy plan, aiming to directly support consumers and merchants over the next 12 months. On the first day alone, orders for coffee and beverages surged by over 150% compared to the previous day.Order volume across platforms remains at a high level, with Meituan and Taobao Flash Sale averaging more than 200 million orders per day combined. As the subsidies continue to intensify, consumers are hoarding products—some users even placed single orders for 24 cans of Coke.Many Gen Z users joke that the greatest windfall of their time is the current food delivery war: 5 RMB for a cup of milk tea, a full meal for a little over 10 RMB. On weekends, subsidies in
🎁HSI → The Milk Tea Index? What Era Windfalls Have You Experienced?
TOPhighhand: maybe you can buy pepsi... finally botomed out and rising now
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SL75
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2025-07-09
$Sana Biotechnology, Inc.(SANA)$ One of the upcoming biotechnology stocks to invest in consider the potential positive results !! The current share price is not reflective of the actual value of the company ! If you have the funds , this company should form a major percentage of your investment portfolio. 
$Sana Biotechnology, Inc.(SANA)$ One of the upcoming biotechnology stocks to invest in consider the potential positive results !! The current share...
TOPHKAUR: Great ariticle, would you like to share it?
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Zash
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2025-07-09
I am not holding Tesla stock at the moment. From research it appears that The odds of Musk effectively turning around Tesla stock in the near term hinge on whether he and the board can tighten focus on Tesla’s core business and deliver tangible autonomous innovation. There’s long‑term upside potential if the Robotaxi/Cybercab strategy succeeds, but momentum could remain subdued unless leadership distractions are addressed and execution improves.
I am not holding Tesla stock at the moment. From research it appears that The odds of Musk effectively turning around Tesla stock in the near term ...
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Tiger V
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2025-07-10

Wall Street Rally Lifts Global Sentiment Amid Tariff Watch

Overview: Global Markets Buoyed by Tech Surge and Trade Optimism Global equity markets advanced on Tuesday (9 July 2025), lifted by gains in U.S. tech giants and improved sentiment around global trade negotiations. The Dow Jones $DJIA(.DJI)$  rose 217.54 points (+0.4%) to 44,458.30, while the S&P 500 $S&P 500(.SPX)$  gained 37.74 points (+0.6%) to close at 6,263.26. Market momentum was driven by Nvidia’s $NVIDIA Corp(NVDA)$  historic climb past a USD4 trillion market cap and investors' cautious optimism around tariff policy under former President Do
Wall Street Rally Lifts Global Sentiment Amid Tariff Watch
TOPSiliconTracker: Nvidia's surge highlights tech momentum, European banks showing strength too – any sectors catching your eye next
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MHh
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2025-07-10
I definitely have committed greed, especially for my HK stocks which have been volatile. When it climbs, instead of taking profit, I waited longer, hoping to have a bigger profit. This happened to my BYD when it has started to slide with the fears of a price war. I also have committed sloth where I bought tencent at a high in 2021 and it has slide down. I failed to evaluate the price and the risk to benefit. However, I managed to average down and have taken profit. As I still believe in the company, I re-entered a position. I would advise beginners to consider cutting loss if the fundamental of the company is gone. However, if you still think that the company is worthy, then price crashes are good opportunities to average down for a bigger profit later. If there is an 8th sin, I thin
I definitely have committed greed, especially for my HK stocks which have been volatile. When it climbs, instead of taking profit, I waited longer,...
TOPTrevelyan: Your insights on greed and planning are spot on! It’s a learning curve many of us face.
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Common Man
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2025-07-09
📌 Alphabet Underperforms  • Leaders: Microsoft (+11–12 %) and Meta (+19–21 %) are the strongest YTD performers among the group. • Moderate Gainers: Nvidia sits in the mid‑single‑digit gain range thanks to AI momentum. • Lagging/Decliners: Apple and Tesla are at the bottom, down ~20% and ~27%, respectively—dragging on the collective performance. • Middle Ground: Alphabet is still slightly negative  @TigerBrokers  #Jagannathan Janakiraman
📌 Alphabet Underperforms • Leaders: Microsoft (+11–12 %) and Meta (+19–21 %) are the strongest YTD performers among the group. • Moderate Gainers: ...
TOPpeppywoo: Great insights, really loved the analysis! [Applaud]
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