CommunityConnect with experts, uncover more opportunities
621
General
The Investing Iguana
·
2025-07-13

Why I'm Buying Singapore REITs While Everyone Else Is Selling | 🦖 #TheInvestingIguana EP 975

🟩 🦖 Ready to take your Singapore REITs investment game to the next level in 2025? Join Iggy, aka The Investing Iguana, as he breaks down **7 insights to master Singapore REITs in 2025** with a sharp mix of humor, financial analysis, and actionable strategies. Packed with insights, this video sheds light on why stock-picking matters more than ever and the hidden opportunities most investors miss. 📊 Whether you're wondering if now's the time to buy or wait, Iggy dives into the current state of Singapore REITs, trading at a 24% discount, and reveals the key to identifying winners. From avoiding the dividend yield trap to understanding institutional money flows, this guide is your ultimate roadmap to smart investment decisions. You'll also discover why interest rates aren’t the main story anym
Why I'm Buying Singapore REITs While Everyone Else Is Selling | 🦖 #TheInvestingIguana EP 975
TOPPorter Harry: Thanks for sharing! Singapore’s REITs have great investment value, and I’ll pay more attention to it.
3
Report
3.71K
General
WeChats
·
2025-07-13
🚀 ASML & TSMC Earnings: New High Looming, Justify AI Boom?  ASML $ASML Holding NV(ASML)$  and TSMC just dropped their Q2 earnings—and it’s not just about chips anymore, it’s about defining the next phase of the AI supercycle.  After a mixed Q1 (TSMC surprised to the upside while ASML stumbled), the stakes were sky-high heading into this week. The question on every investor’s mind: does the data justify the surge in semiconductor valuations, or are we chasing a mirage in the AI heat? 📈 TSMC’s Sales Surprise Let’s start with the standout.  $TSM reported a 39% YoY jump in June sales—blowing past expectations and signaling that the AI compute wave is accelerating, not slowing. The big driver? H100 chip demand and hyperscal
🚀 ASML & TSMC Earnings: New High Looming, Justify AI Boom? ASML $ASML Holding NV(ASML)$ and TSMC just dropped their Q2 earnings—and it’s not just a...
TOPPorter Harry: Both look solid long term 💡, but if rates stay high, rich valuations like ASML’s might face short-term pressure.
4
Report
668
General
Spiders
·
2025-07-14

ASML & TSMC Earnings: New High Looming, Justify AI Boom?

This week, all eyes will be on two semiconductor giants (ASML and TSMC) as they release their earnings reports on Wednesday and Thursday, respectively. After a turbulent Q1 where ASML missed earnings and saw its stock plunge, TSMC pulled ahead with a strong beat on profits. Now, with TSMC’s June sales surging an impressive 39% year-over-year, the data center and AI-driven demand story looks strong, setting the stage for what could be robust 2Q25 earnings. The semiconductor sector has already enjoyed a solid rally last week. But the big question remains: can ASML and TSMC’s earnings reports provide fresh guidance to sustain this momentum? And for those bullish on TSMC, are the valuations justified, or is there room for a correction? Taiwan Semiconductor Manufacturing (TSM) ASML Holding NV (
ASML & TSMC Earnings: New High Looming, Justify AI Boom?
TOPPorter Harry: Solid points raised 👏. Even with strong fundamentals, near highs often invite sharp profit-taking if guidance underwhelms.
3
Report
637
General
Shyon
·
2025-07-14
I am excited to see the Q2 earnings season kicking off in earnest this week, especially with the spotlight on the big banks. The lineup includes Citi $Citigroup(C)$  , JPMorgan, Wells Fargo $Wells Fargo(WFC)$  , Goldman Sachs, BAC $Bank of America(BAC)$  , and Morgan Stanley, all set to release their earnings next week. It is a critical moment to gauge their performance, and I am looking forward to seeing how they navigate the current financial landscape. Reflecting on Q1, I recall how the major banks delivered strong earnings and set a positive tone for the sea
I am excited to see the Q2 earnings season kicking off in earnest this week, especially with the spotlight on the big banks. The lineup includes Ci...
TOPJimmyHua: Really pumped for Q2 earnings from the big banks this week.
4
Report
344
General
Shyon
·
2025-07-14
I am absolutely thrilled to see Bitcoin's price surge past $119,000, marking a new all-time high. The crazy rally has me on the edge of my seat, and I am convinced this is just the beginning of something massive. With the current momentum, I am eagerly watching to see if $120,000 is merely a stop or the next launchpad for even greater heights. I am excited by the growing trend of companies adding cryptocurrencies like Bitcoin, Ethereum, and Solana to their reserves. This corporate and institutional buying acceleration is a game-changer in my view. I believe it signals strong confidence in the crypto market, and I am optimistic that this influx of investment will fuel Bitcoin's path to new all-time highs at an even faster pace. As someone very bullish on this Bitcoin rally, I see the curren
I am absolutely thrilled to see Bitcoin's price surge past $119,000, marking a new all-time high. The crazy rally has me on the edge of my seat, an...
TOPJimmyHua: Bitcoin smashing past $119K is just wild, and honestly, I feel like we’re only getting started.
4
Report
338
General
Mickey082024
·
2025-07-14

Beyond Bitcoin: Ripple Effects on Ethereum and Crypto Equities

$Coinbase Global, Inc.(COIN)$ $Robinhood(HOOD)$ Bitcoin’s explosive rally past $120,000 has dominated headlines and boardroom discussions alike, as corporate America warms up to an asset it once dismissed as speculative. But behind the fanfare over Bitcoin’s mainstreaming, a quieter yet equally important story is unfolding: the second-order effects this institutional buying spree is having on other corners of the cryptocurrency universe — namely Ethereum and crypto equities. As CFOs and portfolio managers contemplate how to ride the Bitcoin wave without overpaying at today’s dizzying prices, many are turning their gaze to alternative crypto assets and blockchain-linked stocks. Are these sectors the next b
Beyond Bitcoin: Ripple Effects on Ethereum and Crypto Equities
TOPJimmyHua: Bitcoin’s run past $120K is stealing the spotlight, but the real story is how it’s pulling Ethereum and crypto stocks along for the ride.
2
Report
6.21K
Selection
fibance
·
2025-07-14

NIO’s Battery Swap Station = Virtual Power Plant

$NIO Inc.(NIO)$   There has been extensive discussions about the pros and cons of battery swap versus fast charging over the years. Some say battery swap will be less appealing when fast charging is fast enough. Others say that the battery swap business model doesn't work. In my opinion, if you zoom out and look at the big picture, battery swap station network is of strategic importance for any country especially in the new energy era and is here to stay. And the reason is battery swap stations act as Virtual Power Plants. What is Virtual Power Plant? Simply put, a Virtual Power Plant (VPP) is a network of decentralised, distributed energy resources. As more and more electricity is produced via solar, wind and other renewable m
NIO’s Battery Swap Station = Virtual Power Plant
TOPPorter Harry: Thanks for sharing! But I think the biggest challenge for NIO is the source of capex and the sustainability of its profit.
10
Report
468
Selection
Xaddy_Analyst
·
2025-07-14

Crypto Week Is Here!🚀 Bitcoin 120K Just the Beginning?

Bitcoin has stormed past $119,000, shattering records and igniting excitement as Crypto Week kicks off from July 14–18, 2025. This historic surge, driven by institutional muscle and regulatory anticipation, has the crypto world asking: is $120,000 the launchpad to new heights, or are we teetering on the edge of a correction? With three game-changing bills on the table in the U.S. House, the stakes couldn’t be higher. Let’s unpack the chaos, the opportunities, and how you can play this wild ride. The Legislative Lineup: Crypto’s Big Moment Crypto Week isn’t just hype—it’s a defining chapter for the U.S. crypto landscape. Three bills are up for a vote, each poised to redraw the rules of the game: GENIUS Act: Already greenlit by the Senate, this bill demands stablecoin issuers back every coin
Crypto Week Is Here!🚀 Bitcoin 120K Just the Beginning?
TOPMaria_yy: With all that legislation brewing, it feels like we could explode past $135,000 or crash hard.
4
Report
2.55K
Selection
Mickey082024
·
2025-07-14

Plug Power Inc: Hype vs. Hard Truths

$Plug Power(PLUG)$ The story of Plug Power Inc. (NASDAQ: PLUG) has long been a case study in the volatile intersection of hope and harsh economic reality. As a pioneer in hydrogen fuel cell technology, Plug Power has positioned itself as a future cornerstone of clean energy infrastructure. Over the years, the company has repeatedly captured investor imagination with ambitious projections, strategic partnerships, and bold visions of a hydrogen-powered economy. Yet despite all this, the stock has been one of the most disappointing performers in the clean energy space over the past several years, with shares collapsing more than 80% from their highs. In June 2025, Plug Power unexpectedly popped — surging nearly 70% off its lows — after announcing a n
Plug Power Inc: Hype vs. Hard Truths
TOPEnid Bertha: Extended major partnership with customer Uline for hydrogen supply and fuel cell systems through 2030. This was a very positive development for Plugs future.
6
Report
682
General
Barcode
·
2025-07-14
$Amazon.com(AMZN)$ $CME Bitcoin - main 2507(BTCmain)$ $NVIDIA(NVDA)$ 🚀📊From Books to Blocks: Bitcoin Topples Amazon as the 5th Largest Asset on Earth🔥🪙🌍 The old guard’s shaking, Bitcoin just flipped Amazon! While equities sag under macro pressure, BTC surged to a fresh all-time high of $122,600 this morning, up 2.7% on Bitstamp. It’s now officially the 5th largest individual asset by market cap, clocking in at $2.396T, edging past Amazon, and ranked 16th across all global assets, from fiat to fossil fuels 🫡. S&P 500 Futures -0.4% 🔴 NASDAQ 100 Futures -0.4% 🔴 Euro Stoxx 50 Futures -0.6% 🔴 Bitcoin’s rise is playing out against a backdrop of escalating geop
$Amazon.com(AMZN)$ $CME Bitcoin - main 2507(BTCmain)$ $NVIDIA(NVDA)$ 🚀📊From Books to Blocks: Bitcoin Topples Amazon as the 5th Largest Asset on Ear...
TOPVenus Reade: Big names like oracle, workday, salesforce so very bullish on Amazon. My personal target for amazon this year is near 300
5
Report
866
Selection
Barcode
·
2025-07-14
$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Amazon.com(AMZN)$ 🎯📈🔥 Volatility Vouchers and the Vanguard of Bitcoin My Week of Winners Warnings and Wildcards 🎯📈🔥 🙏🌟🤩 Big thanks to Tiger Stars for this week’s reward, a $25 voucher that keeps me chart-charged and forward. I trade for insight, not for applause, but recognition like this deserves a grateful pause. To my followers who read, engage, and elevate, you’re the current behind every setup I curate. 🍾 And congrats to the others whose names lit the stage, your quiet consistency commands the page. Now eyes on the week where volatility brews, with macro and earnings all lighting the fuse. CPI lands Tuesday, expected at f

Weekly Top Contributor (7 - 13 July): Congrats to these Tigers on winning $225 vouchers in total!

@TigerStars
🌟 Welcome to our "Top Contributor" Awards Program! 🌟Congratulations to the outstanding contributors who made last week unforgettable! You are the heartbeat of our community, and your dedication shines bright.From 7 - 13 JulyWeekly Top Contributor ($25 stock voucher):@Barcode @Optionspuppy @orsiri Weekly Top Contributor ($15 stock voucher): @koolgal @DoTrading @細峯 @Mickey082024
Weekly Top Contributor (7 - 13 July): Congrats to these Tigers on winning $225 vouchers in total!
$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Amazon.com(AMZN)$ 🎯📈🔥 Volatility Vouchers and the Vanguard of Bitcoin My Week of Winners Warnings and Wildcard...
TOPQueengirlypops: 🫡🌟🙌 Congrats on the voucher bc, Total 🫡 Earnings szn + CPI + BTC world tour? Yeah this week’s not gonna be boring. Loved how you tied it all together fr.
3
Report
4.08K
General
jethro
·
2025-07-14
Outlook for ASML and TSMC Amid Trump's Tariff Hike (30-35%) The semiconductor industry faces a complex landscape shaped by surging AI demand and escalating trade tensions. Here's the outlook for ASML and TSMC: 1. Strong Earnings Driven by AI Boom TSMC reported record Q2 2025 revenue of NT$933.8 billion ($31.9B), up 38.6% YoY, fueled by AI chip demand from clients like Nvidia and Apple . ASML saw a rebound in Q4 2024 earnings (€3.94B orders), though Q1 2025 orders missed estimates due to tariff uncertainty . 2. Tariff Impacts and Industry Risks Trump's 30-35% tariffs on semiconductors (expanding from earlier 25% proposals) aim to reshore manufacturing but face pushback: - Supply chain disruptions: Auto giants (Tesla, GM) and tech firms oppose higher costs . - Retaliation risks: China and AS
Outlook for ASML and TSMC Amid Trump's Tariff Hike (30-35%) The semiconductor industry faces a complex landscape shaped by surging AI demand and es...
TOPJimmyHua: ASML and TSMC benefit from AI growth but face risks from tariffs. Their strong tech and global moves help them navigate uncertainty.
6
Report
1.17K
Selection
Mickey082024
·
2025-07-14

CPI Hits Record Lows, Tariffs Hit Reality: Which Will Markets Wake Up To?

$S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ The latest U.S. inflation data delivered a headline that, at least on the surface, seemed tailor-made to soothe market jitters: the Consumer Price Index (CPI) for June came in at its lowest year-over-year rate in over three years, marking a milestone in the Federal Reserve’s long battle against inflation. And yet — just as the market exhaled — the geopolitical specter of tariffs returned to the forefront. The administration’s much-debated trade policy is no longer just a political talking point: new tariffs on European and Chinese imports officially take effect this summer, with more sectors expected to feel the pinch before year-end. So which signal should investors
CPI Hits Record Lows, Tariffs Hit Reality: Which Will Markets Wake Up To?
TOPJimmyHua: Inflation cooling feels like a win, but the new tariffs throw a wrench in the works. Markets are caught between hope and risk right now—stay sharp.
3
Report
1.32K
General
Barcode
·
2025-07-14
$BIT Mining(BTCM)$ $SharpLink Gaming(SBET)$ $Canaan Inc.(CAN)$ 🟠🚀🌕BITCOIN $123K BREAKOUT: FROM GRAVEYARD WHISPERS TO GLOBAL DOMINANCE🌕🚀🟠 They said it was dead at $30K 💀🪦 They mocked it at $17K 🤡 But Bitcoin doesn’t ask for permission. It rewrites the rules! 📈 BTC just exploded through $123,000 for the first time in history, tagging a new high at $123,218 with a 24h gain of +4.34%. The 15m chart shows textbook strength, with clean trend structure, tight higher lows, and active support at the 7MA. Volumes are building steadily, with no signs of parabolic exhaustion! 🔭 The weekly view makes it clear this isn’t a local spike. BTC has broken above a 3-year harmonic arc
$BIT Mining(BTCM)$ $SharpLink Gaming(SBET)$ $Canaan Inc.(CAN)$ 🟠🚀🌕BITCOIN $123K BREAKOUT: FROM GRAVEYARD WHISPERS TO GLOBAL DOMINANCE🌕🚀🟠 They said ...
TOPMortimer Arthur: Do not sell your shares!!!!! It would go over $10 soon
6
Report
599
General
Barcode
·
2025-07-14
$Strategy(MSTR)$ $CME Bitcoin - main 2507(BTCmain)$ $Amazon.com(AMZN)$ 🚀🔥💰 BITCOIN BLITZ: POLICY SHOCKS, PRICE SURGES & $30B PROFITS 💰🔥🚀 Washington’s calling it “Crypto Week,” but from where I’m sitting, it’s Bitcoin’s coronation. While US lawmakers scramble to define digital asset policy, Bitcoin is writing its own legislation, on the chart. This week, three heavyweight crypto bills hit the Hill: • Genius Act ~ targeted stablecoin regulation • Digital Asset Market Structure Bill ~ long-awaited clarity • Anti-CBDC Surveillance State Act ~ political firestarter Each one could reshape the rules of decentralised value transfer. But here’s the
$Strategy(MSTR)$ $CME Bitcoin - main 2507(BTCmain)$ $Amazon.com(AMZN)$ 🚀🔥💰 BITCOIN BLITZ: POLICY SHOCKS, PRICE SURGES & $30B PROFITS 💰🔥🚀 Washington...
TOPEnid Bertha: This week is crucial for BTC as pending new legislation is on the table to take out all hurdles for further BTC adoption.
5
Report
7.06K
Selection
Xaddy_Analyst
·
2025-07-14

NTT DC REIT’s Shaky Start: Should You Bet on Data Centers?

$NTT DC REIT USD(NTDU.SI)$ Singapore’s NTT DC REIT USD stumbled out of the gate, raising $773 million in the city-state’s largest IPO in four years, only to disappoint with a lackluster debut. Backed by Japanese telecom titan NTT Ltd, this data center real estate investment trust (REIT) boasts six properties across Austria, Singapore, and the United States, valued at $1.6 billion. But with investor enthusiasm lukewarm, the question looms: Are data center REITs still a hot ticket? How does NTT DC stack up against Keppel Data Center, and which REIT type deserves your money? Let’s break it down. Why Data Center REITs Are Worth Watching Data center REITs are riding a wave of explosive demand for digital infrastructure. Cloud computing, artificial i
NTT DC REIT’s Shaky Start: Should You Bet on Data Centers?
TOPJimmyHua: Tough crowd for $NTDU.SI — solid assets, but in this rate environment, even data centers gotta earn their premium.
2
Report
976
General
Barcode
·
2025-07-14
$Caterpillar(CAT)$ $United Rentals(URI)$ $Meta Platforms, Inc.(META)$ 🚜🔥💰 CATalyst for Outperformance: Why I’m Tracking Caterpillar Into Q3 With Precision 🚜 🛠️ While Wall Street worships silicon, I’m betting on steel. Over the past 5 years, Caterpillar ($CAT) has quietly outperformed 5 of the Magnificent 7, surging +259.7% with a 29.1% CAGR. This isn’t a legacy machinery play anymore. It’s the hidden backbone of the AI revolution, and the market’s only just catching on. 🔧 Fundamentals Rewired: Power, AI, and Strategic Demand Shifts Caterpillar’s repositioning into energy and power resilience is no coincidence. As global grids creak under AI-driven compute demand, C
$Caterpillar(CAT)$ $United Rentals(URI)$ $Meta Platforms, Inc.(META)$ 🚜🔥💰 CATalyst for Outperformance: Why I’m Tracking Caterpillar Into Q3 With Pr...
TOPJimmyHua: Everyone’s chasing chips, but CAT’s quietly building the rails for the AI economy. This isn’t just industrial rotation — it’s a re-rate in disguise. Big money knows it.
6
Report
1.05K
Selection
Xaddy_Analyst
·
2025-07-14

June CPI Plunge: Markets Brace for Fed Moves and Tariff Twists

The Consumer Price Index (CPI) is stealing the spotlight with a projected drop to 2.33% for June, according to a median forecast from economists polled by Bloomberg. If this holds, it’ll be the lowest inflation print since January 2019’s 1.97%. A cooling inflation rate this dramatic could shake up the Federal Reserve’s playbook and send ripples through the markets—especially with tariffs lurking in the background. So, will this CPI mark a historic low, and what’s it mean for Fed rate cuts and investor moves? Let’s break it down. CPI Dips Below the Radar: A New Low? At 2.33%, June’s CPI projection signals a sharp retreat from May’s 2.4% and April’s 2.3%. This isn’t just a blip—it’s a potential game-changer. Falling energy prices and softer consumer spending are driving this slowdown, painti
June CPI Plunge: Markets Brace for Fed Moves and Tariff Twists
TOPJimmyHua: Fed might cut soon if CPI stays low — but tariffs could kill the vibe.
3
Report
2.91K
General
Barcode
·
2025-07-14
$Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ 🚨🎙️🧠 META BUILDS THE AI VOICEBOX: The Loudest Bet Yet on Talking Machines 🧠🎙️🚨 Meta just acquired Play AI, the voice startup building hyper-realistic, AI-generated speech. No price was disclosed, but the deal was fast-tracked; the entire team joins Meta next week. I see it as a mission-critical move: Zuck’s building AI agents that speak, interact, and monetise, not just predict words. This isn’t about flashy avatars. It’s about owning the input and the output of intelligence. First they trained the brain (LLaMA). Now they’re giving it a mouth. 🧠 Why this matters Voice is the final unlo
$Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ 🚨🎙️🧠 META BUILDS THE AI VOICEBOX: The Loudest Bet Yet on Talking Mach...
TOPJimmyHua: thanks for sharing
7
Report
 
 
 
 

Most Discussed

 
 
 
 
 

7x24